Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo 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
J EDWARD LEWIS SCHOLARSHIP TRUST XXXXX9007
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

55-6138391
B Telephone number (see instructions)

(800) 496-2583
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,095,777J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 355,357 355,357  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 669,846
b Gross sales price for all assets on line 6a 6,404,834
7 Capital gain net income (from Part IV, line 2)... 669,846
8 Net short-term capital gain......... 0
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).......      
12 Total. Add lines 1 through 11........ 1,025,203 1,025,203  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,184 48,487   33,697
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,919 8,517   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,103 57,004 0 33,697
25 Contributions, gifts, grants paid....... 759,506 759,506
26 Total expenses and disbursements. Add lines 24 and 25 854,609 57,004 0 793,203
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 170,594
b Net investment income (if negative, enter -0-) 968,199
c Adjusted net income (if negative, enter -0-)... 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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 160,794 144,293 144,293
2 Savings and temporary cash investments......... 217,952 242,931 242,931
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet0      
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)....... 9,664,222 Click to see attachment9,464,774 13,789,490
c Investments—corporate bonds (attach schedule)....... 2,606,511 Click to see attachment2,947,765 3,099,923
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 793,082 Click to see attachment809,922 819,140
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,442,561 13,609,685 18,095,777
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 13,442,561 13,609,685
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 13,442,561 13,609,685
30 Total liabilities and net assets/fund balances (see instructions). 13,442,561 13,609,685
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
13,442,561
2
Enter amount from Part I, line 27a .....................
2
170,594
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26,377
4
Add lines 1, 2, and 3 ..........................
4
13,639,532
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
29,847
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,609,685
Form 990-PF (2020)
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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 6264.024 CRM LNG/SHRT OPPORT-INST     2020-01-09
b 8355.095 CRM LNG/SHRT OPPORT-INST   2016-08-18 2020-01-16
c 8393.607 EQUINOX IMP SYSTEM MACRO-I   2016-02-12 2020-01-16
d 3542.094 AMER FNDS INTL VNTG-F3   2015-01-15 2020-01-31
e 2297.597 ARTISAN INTL VAL-INST   2011-01-31 2020-02-18
7472.538 FMI LARGE CAP FUND-INST   2009-06-26 2020-02-18
2636. ISHARES MSCI JAPAN ETF     2020-02-18
672. JPM BTABLDRS DEV ASIA X-JPN   2018-12-20 2020-03-10
549. JPM BTABLDRS DEV ASIA X-JPN   2018-12-20 2020-03-10
4262. JPMORGAN BETABUILDERS JAPAN ETF     2020-03-10
3573. JPMORGAN BETABUILDERS JAPAN ETF     2020-03-10
7252. JPMORGAN BETABUILDERS EUROPE ETF     2020-03-10
5969. JPMORGAN BETABUILDERS EUROPE ETF     2020-03-10
1785.474 FIDELITY 500 INDEX-INST PRM   2020-03-10 2020-03-16
4157.488 FIDELITY 500 INDEX-INST PRM     2020-03-16
269. ISHARES TR 7-10 YR TREAS INDEX FD   2019-02-14 2020-04-24
4152. ISHARES US TREASURY BOND ETF   2020-03-11 2020-04-24
1197. ISHARES TR 7-10 YR TREAS INDEX FD     2020-05-07
2916.364 AMER FNDS INTL VNTG-F3   2015-01-15 2020-05-15
11306.864 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-17 2020-06-01
53597.3 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070     2020-06-11
2271.163 BLACKROCK EVNT DRVN EQ-INST   2019-12-09 2020-08-17
1456.475 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-17 2020-08-17
12353.899 AMER FNDS INTL VNTG-F3   2015-01-15 2020-08-17
4333.88 FMI LARGE CAP FUND-INST   2009-06-26 2020-08-17
1197.511 JPM US L/C CORE PL FD - USD - R6 ISIN US48129C6030   2007-01-25 2020-08-17
27696.692 JPMORGAN CORE BOND FUND ULTRA     2020-08-17
11454.442 NEUBERGER BERMAN MULTI CAP   2012-07-19 2020-08-17
7540.137 SIX CIRCLES US UNCONSTR EQ   2020-02-18 2020-08-17
8233.073 SIX CIRCLES US UNCONSTR EQ   2019-04-23 2020-08-17
8765.753 VANGUARD TTL INTL BND-ADM     2020-08-17
12491.506 JPMORGAN CORE BOND FUND ULTRA     2020-09-21
543.602 VANGUARD TTL INTL BND-ADM   2020-03-11 2020-09-21
12971.776 VANGUARD TTL INTL BND-ADM     2020-09-21
5137.1 AMER FNDS INTL VNTG-F3   2015-01-15 2020-09-25
712.808 FIDELITY 500 INDEX-INST PRM   2020-09-21 2020-10-21
827. JPMORGAN BETABUILDERS EUROPE ETF   2020-09-24 2020-10-21
1093. JPMORGAN BETABUILDERS EUROPE ETF   2020-09-24 2020-10-21
2804.078 SIX CIRCLES US UNCONSTR EQ   2020-09-24 2020-10-21
7087.441 VANGUARD TTL INTL BND-ADM   2018-07-24 2020-10-21
13542.003 JPMORGAN CORE BOND FUND ULTRA   2018-10-02 2020-11-02
15482.315 SIX CIRCLES ULTR SHRT DUR   2018-10-16 2020-11-02
7585.298 VANGUARD TTL INTL BND-ADM     2020-11-02
56986.213 PGIM HIGH YIELD-Q   2020-03-31 2020-11-09
7480. JPMORGAN BETABUILDERS EUROPE ETF     2020-12-16
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 63,204   62,799 405
b 83,885   83,551 334
c 82,509   90,063 -7,554
d 50,404   40,061 10,343
e 84,621   62,949 21,672
147,209   86,716 60,493
151,696   164,545 -12,849
14,992   15,209 -217
12,237   12,425 -188
90,320   94,710 -4,390
75,573   78,379 -2,806
154,754   154,838 -84
127,589   127,036 553
148,409   179,083 -30,674
345,570   384,225 -38,655
32,847   28,115 4,732
116,988   114,499 2,489
145,926   125,106 20,820
36,892   32,984 3,908
107,076   121,549 -14,473
1,046,219   888,347 157,872
21,871   22,621 -750
14,492   15,657 -1,165
186,791   139,723 47,068
83,211   50,293 32,918
33,423   22,948 10,475
345,378   320,376 25,002
188,884   120,730 68,154
93,422   88,295 5,127
102,008   85,212 16,796
203,190   205,893 -2,703
155,894   141,675 14,219
12,655   12,644 11
301,983   284,309 17,674
76,080   58,101 17,979
84,981   81,388 3,593
19,186   18,662 524
25,392   24,664 728
35,752   33,677 2,075
165,350   155,073 10,277
167,650   151,535 16,115
155,442   154,995 447
176,965   165,891 11,074
310,005   268,405 41,600
196,486   165,032 31,454
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
      129,423
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       405
b       334
c       -7,554
d       10,343
e       21,672
      60,493
      -12,849
      -217
      -188
      -4,390
      -2,806
      -84
      553
      -30,674
      -38,655
      4,732
      2,489
      20,820
      3,908
      -14,473
      157,872
      -750
      -1,165
      47,068
      32,918
      10,475
      25,002
      68,154
      5,127
      16,796
      -2,703
      14,219
      11
      17,674
      17,979
      3,593
      524
      728
      2,075
      10,277
      16,115
      447
      11,074
      41,600
      31,454
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 669,846
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 ................... 		Bracket 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
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 13,458
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 13,458
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 13,458
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,240
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,240
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,218
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWV
    b
    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 .
    8b
    Yes
     
    9
    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 .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    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 .............
    11
     
    No
    12
    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.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4bullet60603
    15
    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
    15
     
    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
    No
    1a
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    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 ........
    1b
     
    No
    ........bullet
    c
    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?.............
    1c
     
    No
    2
    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)):
    a
    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?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    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.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    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 ......
    5b
     
    No
    .........bullet
    c
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    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? .................
    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-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JP MORGAN CHASE BANK NA TRUSTEE
    2     		82,184    
    10 S DEARBORN ST MC IL1-0111
    CHICAGO,IL60603
    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...................bullet 0
    Form 990-PF (2020)
    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.............bullet0
    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  
    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)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,860,822
    b
    Average of monthly cash balances.......................
    1b
    386,833
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,247,655
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    16,247,655
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    243,715
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,003,940
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    800,197
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
    800,197
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    13,458
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,458
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    786,739
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    786,739
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    786,739
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    793,203
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    793,203
    5
    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.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    793,203
    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)
    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 7 786,739
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 759,506
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 793,203
    a Applied to 2019, but not more than line 2a 759,506
    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..... 33,697
    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 ..........     		753,042
    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.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (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 section or
    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
             
    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
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    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)
    aPaid during the year
    JACOB LEVENSON
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 56,170
    CADENCE EDMONDS
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 61,762
    BETH REED
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 56,170
    CARA FLANERY
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 56,170
    EMILE MCELROY
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 56,170
    ANNIE MARTIN
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 61,760
    BRYSON PARKER
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 56,170
    LILAH KIMBLE
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 56,170
    CATHERINE HUDSON
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 61,761
    EMMA SMITH
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 61,762
    JACKSON JACOBS
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 57,509
    JOHN MCKINNEY
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 56,170
    LEYLA HATFIELD
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE I SCHOLARSHIP 61,762
    Total .................................bullet 3a 759,506
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    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
    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 ...........     		         
    4 Dividends and interest from securities....     14 355,357  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 669,846  
    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)..   1,025,203  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,025,203
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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? ...........
    b
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    J EDWARD LEWIS SCHOLARSHIP TRUST XXXXX9007
    EIN:
    55-6138391
    Name of Bond End of Year Book Value End of Year Fair Market Value
    4812C0100 JPM CORE BOND FD - U 143,174 158,458
    92203J308 VANGUARD TTL INTL BN 298,669 320,746
    54401E143 LORD ABBETT SHRT DUR 309,717 314,941
    83002G108 SIX CIRCLES ULTRA SH    
    464287432 ISHARES 20+ YEAR TRE 306,243 317,037
    464287440 ISHARES 7-10 YEAR TR    
    54401E218 LORD ABBETT HIGH YIE 443,814 510,249
    74440Y884 PGIM HIGH YIELD-Q 152,106 177,941
    83002G702 SIX CIRCLES GLOBAL B 640,650 641,432
    83002G884 SIX CIRCLES CREDIT O 333,506 336,449
    92206C771 VANGUARD MORTGAGE-BA 160,198 160,155
    92206C870 VANGUARD INT-TERM CO 159,688 162,515

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    J EDWARD LEWIS SCHOLARSHIP TRUST XXXXX9007
    EIN:
    55-6138391
    Name of Stock End of Year Book Value End of Year Fair Market Value
    302933502 FMI LARGE CAP FUND-I    
    464287465 ISHARES MSCI EAFE ET 1,053,886 1,345,018
    46434G822 ISHARES MSCI JAPAN E    
    64122Q309 NEUBERGER BER MU/C O    
    78462F103 SPDR S&P 500 ETF TRU 3,077,213 6,063,212
    04314H857 ARTISAN INTL VAL-INS    
    48129C207 JPM GL RES ENH IDX F    
    48129C603 JPM US L/C CORE PL F 189,847 239,553
    315911750 FIDELITY 500 INDEX-I 1,059,726 1,292,838
    46641Q688 JPM BTABLDRS DEV ASI 155,179 188,771
    46641Q696 JPMORGAN BETABUILDER 471,770 519,107
    46641Q712 JPMORGAN BETABUILDER 455,658 572,488
    46641Q720 JPMORGAN BETABUILDER 147,905 179,131
    83002G306 SIX CIRCLES US UNCON 1,319,420 1,760,792
    83002G405 SIX CIRCLES INTL UNC 1,196,278 1,249,454
    14019V606 AMER FNDS INTL VNTG-    
    46434G103 ISHARES CORE MSCI EM 337,892 379,126

    TY 2020 InvestmentsOtherSchedule2
    Name:
    J EDWARD LEWIS SCHOLARSHIP TRUST XXXXX9007
    EIN:
    55-6138391
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    12628J881 CRM LNG/SHRT OPPORT-      
    29446A710 EQUINOX IMP SYSTEM M      
    09257V508 BLACKSTONE ALT MULTI AT COST 337,128 321,335
    09250J734 BLACKROCK EVNT DRVN AT COST 148,359 151,001
    64128R608 NEUBERGER BERMAN LON AT COST 168,746 187,041
    72201U638 PIMCO MRTG OPP & BND AT COST 155,689 159,763

    TY 2020 OtherDecreasesSchedule
    Name:
    J EDWARD LEWIS SCHOLARSHIP TRUST XXXXX9007
    EIN:
    55-6138391
    Description Amount
    2020 TRANS POSTED IN 2021 29,845
    ROUNDING 2


    TY 2020 OtherIncreasesSchedule
    Name:
    J EDWARD LEWIS SCHOLARSHIP TRUST XXXXX9007
    EIN:
    55-6138391
    Description Amount
    2019 TRANS POSTED IN 2020 26,377


    TY 2020 TaxesSchedule
    Name:
    J EDWARD LEWIS SCHOLARSHIP TRUST XXXXX9007
    EIN:
    55-6138391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - INCOME 4,402 0   0
    FOREIGN TAXES ON QUALIFIED FOR 7,999 7,999   0
    FOREIGN TAXES ON NONQUALIFIED 518 518   0