TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
ANDREW AND MARINA LEWIN FAMILY
FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)515 WEST END AVENUE NO 11D
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10024

A Employer identification number

06-1685933

B Telephone number (see instructions)

(212) 362-1249

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$8,860,034J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	21,799
2	Check .............
3	Interest on savings and temporary cash investments	624		624
4	Dividends and interest from securities...	203,539		203,539
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		117,106
b	Gross sales price for all assets on line 6a 850,805
7	Capital gain net income (from Part IV, line 2)...			117,106
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		35,440	35,442
12	Total. Add lines 1 through 11........	378,508		356,711
13	Compensation of officers, directors, trustees, etc.	64,800		0	19,440
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	16,200		0	4,860
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		18,000	8,125	8,650
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		13,453	426	1,508
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		87,485	87,485	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	199,938		96,036	34,458
25	Contributions, gifts, grants paid.......	354,931			354,931
26	Total expenses and disbursements. Add lines 24 and 25	554,869		96,036	389,389
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-176,361
b	Net investment income (if negative, enter -0-)			260,675
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	31,859	37,835	37,835
	2	Savings and temporary cash investments.........	92,424	98,329	98,329
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule) 58,732
		Less: allowance for doubtful accounts 0	46,192	58,732	58,732
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,785,691	2,516,544	4,047,182
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	3,912,595	3,982,806	4,612,758
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	7,044	5,198	5,198
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,875,805	6,699,444	8,860,034
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	2,360	2,360
	23	Total liabilities (add lines 17 through 22).........	2,360	2,360
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	6,873,445	6,697,084
	29	Total net assets or fund balances (see instructions).....	6,873,445	6,697,084
	30	Total liabilities and net assets/fund balances (see instructions).	6,875,805	6,699,444

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

6,873,445

Enter amount from Part I, line 27a .....................

-176,361

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

6,697,084

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

6,697,084

Form 990-PF (2020)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation
1 a	ABBOTT LABS	P
b	ABBVIE INC	P
c	AIR PRODS & CHEMS	P
d	AMAZON	P
e	AMGEN	P
	APPLE	P
	ADP	P
	BLACKROCK	P
	BRISTOL MYERS	P
	BROADCOM	P
	CHEVRON	P
	CISCO	P
	AIG - LITIGATION	P
	COCA COLA	P
	COMCAST	P
	DARDEN	P
	CROWN CASTLE	P
	EATON	P
	HOME DEPOT	P
	HONEYWELL	P
	ILLINOIS TOOL	P
	JP MORGAN	P
	J&J	P
	LILLY ELI	P
	LYONDELLBASELL	P
	MARSH & MCLENNAN	P
	MAXIM INTE	P
	MCDONALDS	P
	MEDTRONICS	P
	MERCK	P
	MICROSOFT	P
	MONDELEZ	P
	NEXTERA	P
	ONEOK	P
	PAYCHEX	P
	PEPSICO	P
	PFIZER	P
	PHILLIPS	P
	PNC FINL	P
	P&G	P
	RAYTHEON	P
	REALTY INCOME	P
	SEMPRA	P
	SERVICENOW	P
	SIMON PPTY	P
	STARBUCKS	P
	SYSCO	P
	TELADOC HEALTH	P
	TEXAS INSTRUMENTS	P
	TJX	P
	TRUST FINL	P
	UNDISCOVERED MGR	P
	US BANCORP	P
	VALERO ENERGY	P
	VANGUARD DIV APPREC	P
	VANGUARD EMERG MKT	P
	VANGUARD RE	P
	VERIZON	P
	WEC ENERGY	P
	WELLS FARGO	P
	WILLIAMS	P
	LOCKHEED MARTIN	P
	EXXON MOBIL	P
	CAPITAL GAINS THRU BOFA	P
	THRU LUMA IX	P
	THRU LUMA IX	P
	THRU MAVERICK VENTURES ISRAEL 1.5	P
	THRU MAVERICK VENTURES ISRAEL 1.5	P
	THRU LUMA XV	P
	THRU LUMA XVII	P
	THRU LUMA XVII	P
	THRU LUMA VI	P
	THRU LUMA XXI	P
	THRU LUMA XXI	P
	PIMCO 35	P
	CAPITAL GAINS THRU PIMCO 35	P
	PIMCO 37	P
	THRU RENAISSANCE ACCESS LLC	P
	THRU RENAISSANCE ACCESS LLC	P
	THRU SEG PARTNERS II LP	P
	THRU SEG PARTNERS II LP	P
	THRU ENTERPRISE PRODUCTS	P
	BM CELEGENE MERGER	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,576	2,592	1,984
b	712	688	24
c	2,173	1,150	1,023
d	18,753	4,359	14,394
e	657	476	181
	33,789	6,770	27,019
	545	684	-139
	1,591	1,435	156
	1,898	1,288	610
	980	980	0
	578	944	-366
	8,222	6,559	1,663
	75		75
	179	208	-29
	909	923	-14
	2,196	7,935	-5,739
	1,552	915	637
	231	231	0
	1,937	1,094	843
	19,678	13,792	5,886
	1,288	1,126	162
	6,293	4,448	1,845
	27,930	23,570	4,360
	1,272	1,025	247
	5,517	10,249	-4,732
	1,349	1,072	277
	13,632	9,060	4,572
	12,747	11,665	1,082
	70,021	48,516	21,505
	468	478	-10
	21,071	9,024	12,047
	1,003	1,117	-114
	2,013	1,071	942
	2,524	5,684	-3,160
	806	684	122
	1,299	1,372	-73
	20,712	18,308	2,404
	481	1,013	-532
	616	962	-346
	412	365	47
	26,449	28,513	-2,064
	3,745	4,673	-928
	956	939	17
	22,377	2,913	19,464
	6,866	24,638	-17,772
	984	687	297
	5,780	11,796	-6,016
	38,628	13,253	25,375
	1,589	1,206	383
	11,804	14,057	-2,253
	1,164	1,295	-131
	37,098	53,577	-16,479
	745	1,154	-409
	6,565	9,135	-2,570
	72,864	64,224	8,640
	32,851	32,451	400
	97,181	99,148	-1,967
	414	395	19
	3,998	2,707	1,291
	7,834	8,743	-909
	9,449	14,680	-5,231
	2,559	2,324	235
	7,449	14,661	-7,212
	157		157
		12,657	-12,657
		79	-79
	1,037		1,037
	6,284		6,284
	23,654		23,654
	393		393
		7,871	-7,871
	5,990		5,990
		143	-143
		9,849	-9,849
	16,000	15,095	905
	10,608		10,608
	9,000	9,037	-37
		31,529	-31,529
	3,628		3,628
		35,279	-35,279
	81,020		81,020
		1	-1
	1,000	1,158	-158

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			1,984
b			24
c			1,023
d			14,394
e			181
			27,019
			-139
			156
			610
			0
			-366
			1,663
			75
			-29
			-14
			-5,739
			637
			0
			843
			5,886
			162
			1,845
			4,360
			247
			-4,732
			277
			4,572
			1,082
			21,505
			-10
			12,047
			-114
			942
			-3,160
			122
			-73
			2,404
			-532
			-346
			47
			-2,064
			-928
			17
			19,464
			-17,772
			297
			-6,016
			25,375
			383
			-2,253
			-131
			-16,479
			-409
			-2,570
			8,640
			400
			-1,967
			19
			1,291
			-909
			-5,231
			235
			-7,212
			157
			-12,657
			-79
			1,037
			6,284
			23,654
			393
			-7,871
			5,990
			-143
			-9,849
			905
			10,608
			-37
			-31,529
			3,628
			-35,279
			81,020
			-1
			-158

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	117,106
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	3,623
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	3,623
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,623
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	12,197
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	12,197
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	8,574
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax8,574	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

ANDREW LEWIN Telephone no. bullet

(212) 362-1249

Located at bullet

515 WEST END AVENUE APT 11DNEW YORKNY ZIP+4 bullet

10024

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
ANDREW LEWIN	DIR., PRESIDENT 10.00	64,800
515 WEST END AVENUE APT 11D NEW YORK,NY10024	DIR., PRESIDENT 10.00	64,800
MARINA LEWIN	DIR., SECRETARY, TREASURER 1.00	0
515 WEST END AVENUE APT 11D NEW YORK,NY10024	DIR., SECRETARY, TREASURER 1.00	0
IAN SCHWIEGER	DIRECTOR 1.00	0
54 BAARERSTRASSE ZUG SZ	DIRECTOR 1.00	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	N/A	0
2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,069,605

Average of monthly cash balances.......................

219,631

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

8,289,236

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,289,236

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

124,339

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

8,164,897

Minimum investment return. Enter 5% of line 5..................

408,245

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

408,245

Tax on investment income for 2020 from Part VI, line 5......

3,623

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

3,623

Distributable amount before adjustments. Subtract line 2c from line 1............

404,622

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

404,622

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

404,622

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

389,389

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

389,389

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

389,389

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7				404,622
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......			354,931
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........	0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 389,389
a Applied to 2019, but not more than line 2a			354,931
b Applied to undistributed income of prior years (Election required—see instructions).....		0
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2020 distributable amount.....				34,458
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2020.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........				370,164
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...	0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 2020....

Form 990-PF (2020)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

ANDREW LEWIN PRESIDENT
515 WEST END AVENUE APT 11D
NEW YORK,NY10024
(212) 362-1249

bThe form in which applications should be submitted and information and materials they should include:

A LETTER OF INQUIRY NO MORE THAN TWO PAGES ADDRESSED TO THE PRESIDENT. A COPY OF THE IRS LETTER DETERMINING 501(C)(3) TAX STATUS AND THE MOST RECENT FORM 990 TAX RETURN MUST ACCOMPANY THE LETTER.

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

FOUNDATION WILL MAKE CONTRIBUTIONS TO PRESELECTED ORGANIZATIONS. FOUNDATION WILL ALSO CONSIDER GRANT REQUESTS FROM ORGANIZATIONS IN THE FIELDS OF ART AND EDUCATION. PROJECT SPECIFIC GRANTS ARE PREFERRED.

Form 990-PF (2020)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN FRIENDS OF IDC 116 EAST 16TH STREET NEW YORK,NY10003	NONE	PUBLIC	GENERAL OPERATING SUPPORT	7,500
APERTURE FOUNDATION 547 WEST 27TH STREET 4TH FLOOR NEW YORK,NY10001	NONE	PUBLIC	GENERAL OPERATING SUPPORT	47,000
DARTMOUTH COLLEGE DARTMOUTH COLLEGE HANOVER,NH03755	NONE	PUBLIC	GENERAL OPERATING SUPPORT	25,000
FOUNDATION FOR JEWISH CAMP 235 WEST 35TH STREET 4TH FLOOR NEW YORK,NY10001	NONE	PUBLIC	GENERAL OPERATING SUPPORT	7,500
HAZON 125 MAIDEN LANE SUITE 8B NEW YORK,NY10038	NONE	PUBLIC	GENERAL OPERATING SUPPORT	52,500
DOCUMENTARY ARTS INC 5501 COLUMBIA AVENUE DALLAS,TX75214	NONE	PUBLIC	GENERAL OPERATING SUPPORT	10,000
10X10 PHOTOBOOKS 161 W 75TH ST APT 11A NEW YORK,NY10023	NONE	PUBLIC	GENERAL OPERATING SUPPORT	750
JCC - MANHATTAN 334 AMSTERDAM AVENUE 76TH STREET NEW YORK,NY10023	NONE	PUBLIC	GENERAL OPERATING SUPPORT	30,000
JEWISH BOOK COUNCIL 520 8TH AVENUE 4TH FLOOR NEW YORK,NY10018	NONE	PUBLIC	GENERAL OPERATING SUPPORT	2,500
KEHILAT ROMEMU 43 CENTRAL PARK NORTH SUITE 1A NEW YORK,NY100264366	NONE	PUBLIC	GENERAL OPERATING SUPPORT	20,000
HUMAN RIGHTS WATCH 350 5TH AVE 34TH FL NEW YORK,NY10118	NONE	PUBLIC	GENERAL OPERATING SUPPORT	2,000
LIMMUD NY PO BOX 290 HASTINGSONHUDSON,NY10706	NONE	PUBLIC	GENERAL OPERATING SUPPORT	5,000
MUSEUM OF THE CITY OF NEW YORK 1220 FIFTH AVENUE NEW YORK,NY10029	NONE	PUBLIC	GENERAL OPERATING SUPPORT	10,000
NFS FIDELITY CHARITY PO BOX 770001 CINCINNATI,OH452770053	NONE	PUBLIC	GENERAL OPERATING SUPPORT	39,181
PHILLIP EXETER ACADEMY 20 NORTH MAIN STREET EXETER,NH03833	NONE	PUBLIC	GENERAL OPERATING SUPPORT	7,500
MAGNUM CULTURAL FOUNDATION 59 E 4TH STREET 7W NEW YORK,NY10003	NONE	PUBLIC	GENERAL OPERATING SUPPORT	2,500
THE DOOR 121 AVENUE OF THE AMERICAS NEW YORK,NY10013	NONE	PUBLIC	GENERAL OPERATING SUPPORT	5,000
THE JEWISH MUSEUM 1109 5TH AVE 92ND STREET NEW YORK,NY10128	NONE	PUBLIC	GENERAL OPERATING SUPPORT	55,000
WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK,NY10014	NONE	PUBLIC	GENERAL OPERATING SUPPORT	5,000
UJA FEDERATION OF NY 130 EAST 59TH STREET NEW YORK,NY10022	NONE	PUBLIC	GENERAL OPERATING SUPPORT	6,000
WEST SIDE JEWISH CENTER 347 WEST 34TH STREET NEW YORK,NY10001	NONE	PUBLIC	GENERAL OPERATING SUPPORT	15,000
Total ................................. 3a				354,931

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	624
4 Dividends and interest from securities....			14	203,539
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....			14	35,440
8 Gain or (loss) from sales of assets other than inventory ............			18	117,106
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		356,709	0

13Total. Add line 12, columns (b), (d), and (e)..................

356,709

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

ANDREW AND MARINA LEWIN FAMILY
FOUNDATION INC

Employer identification number

06-1685933

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization ANDREW AND MARINA LEWIN FAMILY FOUNDATION INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	HF UW R GRUSS CLUT ANDREW LEWIN 515 WEST END AVENUE APT 11D NEW YORK, NY10024	$ 21,799	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization ANDREW AND MARINA LEWIN FAMILY FOUNDATION INC		Employer identification number 06-1685933

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization ANDREW AND MARINA LEWIN FAMILY FOUNDATION INC			Employer identification number 06-1685933
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2020 AccountingFeesSchedule

Name:

ANDREW AND MARINA LEWIN FAMILY

FOUNDATION INC

EIN:

06-1685933

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	18,000	8,125		8,650

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

ANDREW AND MARINA LEWIN FAMILY

FOUNDATION INC

EIN:

06-1685933

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ALIBABA GRP HLDG	29,779	38,401
AMAZON	23,662	123,763
APTIV	54,380	111,398
ENTERPRISE PROD	7,212	7,699
EOG	28,072	14,712
BLACKROCK	45,611	97,408
CITIGROUP	51,615	54,261
GOLDMAN SACHS	41,615	52,742
JP MORGAN CHASE	35,025	67,982
AGILENT TECH	24,704	46,211
BOSTON SCIENTIFIC	41,291	53,745
BM	31,590	34,737
INSULET	11,944	11,759
MERCK	29,168	27,812
ROCHE	7,450	7,734
TELADOC	34,816	109,978
THERMO FISHER	7,247	7,452
FANUC	26,099	31,441
GEN DYNAMICS	52,838	44,646
HONEYWELL	11,545	80,826
IDEX	27,604	30,279
L3HARRIS	29,400	24,573
NORTHROP	24,464	57,897
APPLE	13,250	121,544
MASTERCARD	7,431	7,853
MICROSOFT	7,427	7,785
NVIDIA	26,911	93,996
NXP SEMI	25,070	54,858
PALO ALTO	7,373	9,240
SALESFORCE	34,572	102,364
SERVICENOW	14,442	128,250
VISA	7,499	7,874
EQUINIX	15,780	21,425
PROLOGIS	14,116	16,942
ACTIVISION	30,523	89,136
ALPHABET	28,870	87,594
TAKE-TWO INTERACTIVE	14,085	24,934
TENCENT HLDGS	32,603	64,737
SPDR CHINA	56,957	71,095
UNDISCOVERD MGRS	175,755	178,978
VANGAURD DIV APP	47,174	63,668
VANGAURD DEV MKTS	98,124	112,360
VANGAURD EMGING MKTS	79,850	101,723
VANGUARD MIDCAP	53,882	71,542
VANGUARD SM CAP	96,452	122,648
HOME DEPOT	29,691	50,468
MCDONALDS	22,647	30,470
STARBUCKS	19,026	39,583
COCA COLA	11,815	12,997
MONDELEZ	31,021	35,842
PEPSI	35,863	46,270
P&G	18,428	21,288
CHEVRON	30,663	22,886
PHILLIPS 66	13,729	9,302
BLACKROCK	24,252	44,014
JP MORGAN CHASE	34,391	50,066
MARSCH & MCLENNAN	18,885	27,846
PNC FINL	25,771	26,224
TRUIST FINL	33,798	37,529
US BANCORP	20,768	18,589
ABBOTT	11,380	28,358
ABBIVE	26,979	36,752
AMGEN	9,688	14,025
J&J	6,384	8,184
LILLY ELI	16,538	25,326
MEDTRONIC	20,578	29,636
MERCK	43,114	44,826
EATON CORP	12,716	15,498
HONEYWELL	16,158	27,226
ILLINOIS TOOL	14,528	21,407
LOCKHEED MARTIN	29,215	37,983
UNITED PARCEL SERVICE	6,816	6,736
ADP	25,298	32,068
BROADCOM	27,050	41,158
CISCO	25,698	34,189
MICROSOFT	14,835	48,265
PAYCHEX	20,406	33,358
QUALLCOMM	29,525	37,019
TEXAS INST	27,733	56,625
AIR PRODS&CHEM	21,855	41,529
LYONDELL	4,185	4,675
AMERICAN TOWER	7,853	8,081
CROWN CASTLE	21,889	38,365
PROLOGIS	20,146	22,822
REALTY INCOME	9,947	11,750
COMCAST	14,954	20,698
VERIZON	21,948	24,558
EVERSOURCE ENERGY	4,520	5,364
NEXTERA ENERGY	29,846	68,818
SEMPRA	21,715	24,463
WEC	17,022	26,044

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

ANDREW AND MARINA LEWIN FAMILY

FOUNDATION INC

EIN:

06-1685933

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
176.875 SHS GRUSS OFFSHORE ARBITRAGE FD	FMV	3,369	479
LUMA PEP VI	FMV	45,963	32,096
LUMA PEP IX	FMV	21,628	21,938
LUMA PEP XV	FMV	39,634	63,584
LUMA PEP XVII	FMV	131,410	129,874
LUMA PEP XXI	FMV	84,534	85,832
SEG PARTNERS	FMV	1,167,006	1,716,229
MAVERICK CAPITAL 1.5	FMV	59,628	84,981
PIMCO - 1821	FMV	1,040,000	1,032,205
PIMCO - 35	FMV	295,113	306,578
PIMCO - 37	FMV	304,175	303,167
PIMCO - 2075	FMV	325,000	322,138
PIMCO - 2139	FMV	100,284	108,909
REAL ESTATE SENIOR LOAN ACCESS FUND	FMV	103,414	102,577
MAVERICK CAPITAL 2	FMV	48,865	56,248
SYLVAN HEALTH CARE PROPERTIES	FMV	25,196	25,196
AG MTG VALUE PAR	FMV	69,332	121,116
RENAISSANCE ACCESS	FMV	118,255	99,611

- TIN:

TY 2020 OtherAssetsSchedule

Name:

ANDREW AND MARINA LEWIN FAMILY

FOUNDATION INC

EIN:

06-1685933

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
DEPOSIT IN TRANSIT (PIMCO)	7,044	5,198	5,198

- TIN:

TY 2020 OtherExpensesSchedule

Name:

ANDREW AND MARINA LEWIN FAMILY

FOUNDATION INC

EIN:

06-1685933

Description	Revenue and Expenses per Books	Net Investment Income
US TRUST FEES	33,391	33,391
INVESTMENT INTEREST THRU LUMA PEP LLC XVII	262	262
PORTFOLIO DEDUCTIONS THRU LUMA PEP IX LLC	1,424	1,424
PORTFOLIO DEDUCTIONS THRU SEG PARTNERS	14,410	14,410
PORTFOLIO DEDUCTIONS THRU LUMA PEP XV	1,794	1,794
PORTFOLIO DEDUCTIONS THRU LUMA PEP XVII	1,893	1,893
INVESTMENT INTEREST THRU LUMA PEP XV	151	151
INVESTMENT INTEREST THRU SEG PARTNERS	15,180	15,180
INVESTMENT INTEREST THRU LUMA PEP XXI LLC	14	14
PORTFOLIO DEDUCTIONS THRU LUMA PEP XXI LLC	5,064	5,064
PORTFOLIO DEDUCTIONS THRU MAVERICK VENTURES ISRAEL 1.5	2,220	2,220
INVESTMENT INTEREST THRU AG MORTGAGE VALUE PARTICIPATION LLC	2,552	2,552
PORTFOLIO DEDUCTIONS THRU AG MORTGAGE VALUE PARTICIPATION LLC	2,241	2,241
INVESTMENT INTEREST THRU RENAISSANCE ACCESS LLC	738	738
PORTFOLIO DEDUCTIONS THRU RENAISSANCE ACCESS LLC	2,819	2,819
PORTFOLIO DEDUCTIONS THRU REAL ESTATE SENIOR LOAN ACCESS	390	390
PORTFOLIO DEDUCTIONS THRU MAVERICK VENTURES ISRAEL II	2,074	2,074
PORTFOLIO DEDUCTIONS THRU LUMA PEP VI LLC	868	868

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

ANDREW AND MARINA LEWIN FAMILY

FOUNDATION INC

EIN:

06-1685933

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
LUMA PEP IX LLC	5,838	5,838	5,838
LUMA PEP XVII LLC	47,192	47,192	47,192
LUMA PEP XXI LLC	16,286	16,286	16,286
SEG PARTNERS II, LP	174	174	174
RENAISSANCE ACCESS LLC	53	53	53
AG MORTGAGE VALUE PARTICIPATION	1,385	1,385	1,385
SYLVAN HEALTHCARE	-22,196	-22,196	-22,196
MV 1.5	-381	-381	-381
MV II	-179	-179	-179
ENTERPRISE PRODUCTS	-312	-312	-312
RENAISSANCE ACCESS LLC	-2	0	-2
LUMA PEP XV LLC	-12,418	-12,418	-12,418

- TIN:

TY 2020 OtherLiabilitiesSchedule

Name:

ANDREW AND MARINA LEWIN FAMILY

FOUNDATION INC

EIN:

06-1685933

Description	Beginning of Year - Book Value	End of Year - Book Value
PAYROLL TAXES PAYABLE	2,360	2,360

- TIN:

TY 2020 TaxesSchedule

Name:

ANDREW AND MARINA LEWIN FAMILY

FOUNDATION INC

EIN:

06-1685933

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
PAYROLL TAXES	5,027	0	1,508
FOREIGN TAX	426	426	0
FEDERAL EXCISE TAX	8,000	0	0