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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 04-01-2021 , and ending 03-31-2022
Name of foundation
LAWRENCE LEWIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

62-6269000
B Telephone number (see instructions)

(404) 724-3644
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$4,555,900J 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 11 11  
4 Dividends and interest from securities... 76,107 75,584  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 370,009
b Gross sales price for all assets on line 6a 1,594,510
7 Capital gain net income (from Part IV, line 2)... 370,009
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)....... Click to see attachment 5,000    
12 Total. Add lines 1 through 11........ 451,127 445,604  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,934 7,467   7,467
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)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 3,260 3,260   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,375 1,004   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)....... Click to see attachment 85 85    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,154 11,816 0 9,967
25 Contributions, gifts, grants paid....... 384,337 384,337
26 Total expenses and disbursements. Add lines 24 and 25 411,491 11,816 0 394,304
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 39,636
b Net investment income (if negative, enter -0-) 433,788
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............      
2 Savings and temporary cash investments......... 138,038 84,261 84,261
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)....... 2,285,611 Click to see attachment1,901,825 2,551,291
c Investments—corporate bonds (attach schedule).......   Click to see attachment514,897 514,146
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 981,486 Click to see attachment1,140,030 1,406,202
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) 3,405,135 3,641,013 4,555,900
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........ 3,405,135 3,641,013
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)..... 3,405,135 3,641,013
30 Total liabilities and net assets/fund balances (see instructions). 3,405,135 3,641,013
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
3,405,135
2
Enter amount from Part I, line 27a .....................
2
39,636
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
196,287
4
Add lines 1, 2, and 3 ..........................
4
3,641,058
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
45
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,641,013
Form 990-PF (2021)
Form 990-PF (2021)
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 3. BIOGEN INC   2018-09-10 2021-04-05
b 2109.469 EATON VANCE-ATLANTA SMID-R6     2021-04-12
c 4. ALPHABET INC CL A   2018-09-10 2021-04-13
d 9. PEPSICO INCORPORATED   2019-03-18 2021-04-20
e 25. MCDONALDS CORPORATION   2018-09-12 2021-04-27
150. INCYTE CORPORATION   2021-02-10 2021-04-28
29. BERKSHIRE HATHAWAY INC CL B     2021-05-07
4. BIOGEN INC   2018-09-10 2021-06-17
40000. TOTAL CAPITAL INTL 2.750% 6/19/21   2019-05-28 2021-06-19
131. COCA COLA COMPANY   2018-09-10 2021-06-21
77. CISCO SYSTEMS   2018-09-10 2021-07-15
40. PEPSICO INCORPORATED     2021-07-16
46. NOVO-NORDISK A S ADR   2018-09-10 2021-07-29
78. NOVO-NORDISK A S ADR   2018-09-10 2021-08-05
20. ORGANON & CO   2018-10-11 2021-08-06
15. ORGANON & CO   2020-10-30 2021-08-06
30000. SIMON PROP GP LP 2.350% 1/30/22   2019-12-20 2021-08-25
61. NOVO-NORDISK A S ADR   2018-09-10 2021-09-01
5293.552 JANUS HENDERSON SMALL CAP VALUE I     2021-09-15
760. VANGUARD INTL EQUITY IDX EMR MKT ETF   2018-02-05 2021-09-15
45. CISCO SYSTEMS   2018-09-10 2021-09-20
43. NOVO-NORDISK A S ADR   2018-09-10 2021-09-20
86. ORACLE CORPORATION   2019-12-20 2021-11-01
14. PEPSICO INCORPORATED   2018-09-10 2021-11-01
12. NOVO-NORDISK A S ADR   2018-09-10 2021-11-03
20. NIKE INCORPORATED CLASS B   2018-09-10 2021-11-15
69. CISCO SYSTEMS     2021-12-02
16. PEPSICO INCORPORATED     2021-12-02
234. CISCO SYSTEMS     2022-01-04
67. APPLE COMPUTER CORPORATION COMMON   2016-08-24 2022-01-05
28. BERKSHIRE HATHAWAY INC CL B   2018-09-10 2022-01-05
16. PEPSICO INCORPORATED   2016-08-24 2022-01-06
78. PROCTOR AND GAMBLE COMPANY   2018-09-10 2022-01-06
34. 3M COMPANY COMMON     2022-02-03
15. 3M COMPANY COMMON   2019-05-06 2022-02-03
53. BERKSHIRE HATHAWAY INC CL B   2018-09-10 2022-02-04
40000. MERCK & CO INC 2.350% 2/10/22   2019-05-28 2022-02-10
13. PEPSICO INCORPORATED   2016-08-24 2022-02-15
4. BERKSHIRE HATHAWAY INC CL B   2018-09-10 2022-02-23
46. 3M COMPANY COMMON   2019-05-06 2022-02-23
36. CH ROBINSON WORLDWIDE INC   2018-09-10 2022-03-04
22. GENERAL DYNAMICS   2020-12-10 2022-03-08
28. 3M COMPANY COMMON     2022-03-08
15. 3M COMPANY COMMON     2022-03-14
29. BERKSHIRE HATHAWAY INC CL B   2018-09-10 2022-03-22
3924.465 INVESCO DEVELOPING MARKETS FUND     2022-03-23
16. ADOBE SYSTEMS INC COM   2020-10-30 2022-03-23
350. ALLSTATE CORP     2022-03-23
5. ALPHABET INC CL C   2016-08-24 2022-03-23
47. AMGEN INCORPORATED   2016-08-24 2022-03-23
478. BANK OF AMER CORP COMMON     2022-03-23
175. BERKSHIRE HATHAWAY INC CL B   2020-10-30 2022-03-23
122. CHEVRON TEXACO CORP COMMON     2022-03-23
1000. CITIZENS FINANCIAL GROUP INC     2022-03-23
500. COMCAST CORP NEW CL A   2016-08-24 2022-03-23
535. DOW INC     2022-03-23
125. FACEBOOK INC CL A   2020-10-30 2022-03-23
125. FEDEX CORPORATION   2016-08-24 2022-03-23
7. HOME DEPOT INCORPORATED   2016-08-24 2022-03-23
127. HONEYWELL INTERNATIONAL INC   2020-10-30 2022-03-23
85. INTUITIVE SURGICAL INC     2022-03-23
97. JOHNSON & JOHNSON   2020-10-30 2022-03-23
758. KNIGHT-SWIFT TRANSN HLDGS INC     2022-03-23
100. MCDONALDS CORPORATION     2022-03-23
122. MERCK & CO INC   2020-10-30 2022-03-23
195. NEXTERA ENERGY INC     2022-03-23
300. ORACLE CORPORATION   2016-08-24 2022-03-23
150. PEPSICO INCORPORATED   2016-08-24 2022-03-23
150. PROCTOR AND GAMBLE COMPANY   2020-10-30 2022-03-23
160. RAYTHEON TECHNOLOGIES CORP     2022-03-23
100. SALESFORCE INC     2022-03-23
34. THERMO ELECTRON COMMON   2020-10-30 2022-03-23
120. TRACTOR SUPPLY CO   2020-10-30 2022-03-23
104. UNION PAC CORP     2022-03-23
773. VANGUARD INTL EQUITY IDX EMR MKT ETF   2018-02-05 2022-03-23
600. VERIZON COMMUNICATIONS INC     2022-03-23
33. VISA INC   2016-08-24 2022-03-23
52. WAL MART STORES INCORPORATED   2020-10-30 2022-03-23
682. NOMAD FOODS LTD     2022-03-23
77. CH ROBINSON WORLDWIDE INC   2018-09-10 2022-03-30
CAPITAL GAIN DIVIDENDS P    
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(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 833   1,023 -190
b 89,779   72,419 17,360
c 9,000   4,707 4,293
d 1,315   1,052 263
e 5,865   4,130 1,735
12,751   13,093 -342
8,402   6,309 2,093
1,541   1,364 177
40,000   40,000  
7,079   6,042 1,037
4,107   3,617 490
6,219   4,618 1,601
4,202   2,229 1,973
7,944   3,780 4,164
592   646 -54
444   528 -84
30,116   30,022 94
6,141   2,956 3,185
128,210   117,322 10,888
39,417   36,073 3,344
2,500   2,114 386
4,268   2,084 2,184
8,095   4,606 3,489
2,246   1,591 655
1,365   582 783
3,382   1,635 1,747
3,885   3,138 747
2,579   1,732 847
14,378   9,938 4,440
11,944   1,813 10,131
8,772   6,019 2,753
2,789   1,727 1,062
12,732   6,451 6,281
5,640   6,350 -710
2,488   2,726 -238
16,770   11,393 5,377
40,000   39,913 87
2,158   1,403 755
1,254   860 394
6,701   8,361 -1,660
3,801   3,556 245
5,261   3,322 1,939
4,120   5,075 -955
2,139   2,603 -464
10,179   6,234 3,945
154,388   149,718 4,670
6,722   7,132 -410
48,207   27,857 20,350
13,947   3,854 10,093
11,108   8,111 2,997
20,767   14,669 6,098
60,834   34,837 25,997
20,199   14,284 5,915
48,767   34,809 13,958
23,472   16,406 7,066
33,943   24,593 9,350
26,921   32,952 -6,031
27,908   21,065 6,843
2,226   949 1,277
24,553   20,692 3,861
23,609   16,867 6,742
16,906   13,157 3,749
40,867   29,620 11,247
23,643   16,507 7,136
9,783   8,697 1,086
16,094   12,870 3,224
24,121   12,368 11,753
24,408   16,188 8,220
22,623   20,384 2,239
16,224   13,030 3,194
21,196   15,108 6,088
19,583   15,856 3,727
27,855   15,797 12,058
27,774   15,414 12,360
35,944   36,690 -746
30,609   33,341 -2,732
7,124   2,659 4,465
7,389   7,155 234
14,155   16,104 -1,949
8,362   7,605 757
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
      68,876
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       -190
b       17,360
c       4,293
d       263
e       1,735
      -342
      2,093
      177
       
      1,037
      490
      1,601
      1,973
      4,164
      -54
      -84
      94
      3,185
      10,888
      3,344
      386
      2,184
      3,489
      655
      783
      1,747
      747
      847
      4,440
      10,131
      2,753
      1,062
      6,281
      -710
      -238
      5,377
      87
      755
      394
      -1,660
      245
      1,939
      -955
      -464
      3,945
      4,670
      -410
      20,350
      10,093
      2,997
      6,098
      25,997
      5,915
      13,958
      7,066
      9,350
      -6,031
      6,843
      1,277
      3,861
      6,742
      3,749
      11,247
      7,136
      1,086
      3,224
      11,753
      8,220
      2,239
      3,194
      6,088
      3,727
      12,058
      12,360
      -746
      -2,732
      4,465
      234
      -1,949
      757
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 370,009
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,030
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 6,030
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,368
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,781
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,149
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,119
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,508 RefundedBullet 11 1,611
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletTRUIST BANK Telephone no.bullet (404) 724-3644

    Located atbulletPO BOX 919798ORLANDOFL ZIP+4bullet32891
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    TRUIST BANK CO-TRUSTEE
    1     		14,934    
    PO BOX 919798
    ORLANDO,FL32891
    LAUREN LEWIS ROWER CO-TRUSTEE
    1     		0    
    1940 CHATSWORTH DRIVE
    GERMANTOWN,TN38138
    JEFF ROWER CO-TRUSTEE
    1     		0    
    1940 CHATSWORTH DRIVE
    GERMANTOWN,TN38138
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    4,543,721
    b
    Average of monthly cash balances.......................
    1b
    126,955
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,670,676
    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
    4,670,676
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    70,060
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,600,616
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    230,031
    Part X
    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 IX, line 6..................
    1
    230,031
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,030
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,030
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    224,001
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    201,287
    5
    Add lines 3 and 4............................
    5
    425,288
    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 XII, line 1 ...
    7
    425,288
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 425,288
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 68,626
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 394,304
    a Applied to 2020, but not more than line 2a 68,626
    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 2021 distributable amount..... 325,678
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		99,610
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CAROLINE MITCHELL TRUIST BANK
    401 COMMERCE ST 2ND FLOOR
    NASHVILLE,TN37219
    (404) 813-1316
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER STATING REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    MEMPHIS JEWISH COMMUNITY CENTER
    6560 POPLAR AVE
    MEMPHIS,TN38138     		NONE PC GENERAL CHARITABLE 12,000
    PLOUGH TOWERS
    6580 POPLAR AVE
    MEMPHIS,TN38138     		NONE PC GENERAL CHARITABLE 12,500
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE PC GENERAL CHARITABLE 5,000
    MEMPHIS BROOKS MUSEUM
    1934 POPLAR AVENUE
    MEMPHIS,TN38104     		NONE PC GENERAL CHARITABLE 500
    MJCC FBO JEWISH FAMILY SERVICES
    6560 POPLAR AVE
    MEMPHIS,TN38138     		NONE PC GENERAL CHARITABLE 25,000
    Le Bonheur Children's Hospital Fndation
    PO BOX 41517
    Memphis,TN38174     		NONE PC GENERAL CHARITABLE 35,000
    MIFA
    ANNA KATHRYN WORD
    910 VANCE AVENUE
    MEMPHIS,TN38126     		NONE PC GENERAL CHARITABLE 5,000
    Methodist LeBonheur Healthcare
    PO BOX 42048
    Memphis,TN38174     		NONE PC GENERAL CHARITABLE 60,000
    WORLD METHODIST EVANGELISM
    3072 HAMILTON ST
    W LAFAYETTE,IN47906     		NONE PC GENERAL OPERATING 45,000
    ARTS MEMPHIS
    575 S MENDENHALL ROAD
    MEMPHIS,TN38117     		NONE PC GENERAL OPERATING 13,000
    ANGEL STREET MINISTRIES
    PO BOX 93
    CORDOVA,TN38107     		NONE PC GENERAL OPERATING 12,500
    DIXON GALLERY AND GARDENS
    4339 PARK AVE
    MEMPHIS,TN38117     		NONE PC GENERAL OPERATING 3,500
    FACING HISTORY AND OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02445     		NONE PC GENERAL OPERATING 2,750
    PORTER-LEATH
    3400 PRESCOTT ROAD
    MEMPHIS,TN38118     		NONE PC GENERAL OPERATING 3,000
    GERMANTOWN PERFORMING ARTS CENTER
    1801 EXETER RD
    GERMANTOWN,TN38138     		NONE PC GENERAL CHARITABLE PURPOSE 1,000
    MEMPHIS BROOKS ART GALLERY
    47 UNION AVE
    MEMPHIS,TN38103     		NONE PC GENERAL OPERATING 500
    HUTCHISON SCHOOL
    1740 RIDGEWAY ROAD
    MEMPHIS,TN38119     		NONE PC GENERAL OPERATING 5,000
    MEMPHIS JEWISH FEDERATION
    6560 POPLAR AVENUE
    MEMPHIS,TN38138     		NONE PC GENERAL OPERATING 50,000
    MATTHEW 25 MINISTRIES
    11060 KENWOOD RD
    BLUE ASH,OH45242     		NONE PC GENERAL OPERATING 4,500
    COMMUNITY FOUNDATION OF GREATER MEMPHIS
    1900 UNION AVE
    MEMPHIS,TN38104     		NONE PC GENERAL OPERATING 30,000
    ORPHEUM THEATRE GROUP
    203 S MAIN ST
    MEMPHIS,TN38103     		NONE PC GENERAL OPERATING 4,000
    LEADERSHIP MEMPHIS
    363-365 S MAIN ST
    MEMPHIS,TN38103     		NONE PC GENERAL OPERATING 3,900
    METROPOLITAN INTERFAITH ASSOCIATION
    910 VANCE AVE
    MEMPHIS,TN38126     		NONE PC GENERAL OPERATING 10,000
    JEWISH FAMILY SERVICES
    6560 POLAR AVE B
    MEMPHIS,TN38138     		NONE PC GENERAL OPERATING 40,687
    Total .................................bullet 3a 384,337
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 11  
    4 Dividends and interest from securities ....          
    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 ............     		    18 370,009  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEE REIMBURSEMENT     		    1 5,000  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   451,127  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    451,127
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Name of Bond End of Year Book Value End of Year Fair Market Value
    12572QAG0 CME GROUP INC 40,331 40,271
    30231GAC6 EXXON MOBIL CORPORAT 40,455 40,560
    46625HRL6 JPMORGAN CHASE & CO 39,763 40,156
    478160BY9 JOHNSON & JOHNSON 39,386 39,785
    637432NP6 NATIONAL RURAL UTIL 31,474 29,955
    68389XBC8 ORACLE CORP 40,081 39,534
    713448CX4 PEPSICO INC 40,092 40,094
    717081ET6 PFIZER INC 40,962 41,143
    742718EP0 PROCTER & GAMBLE CO 40,078 40,068
    857477AM5 STATE STREET CORP 40,736 40,853
    87612EBD7 TARGET CORP 40,920 40,894
    89236TCQ6 TOYOTA MOTOR CREDIT 40,054 40,160
    931142DP5 WAL-MART STORES INC 40,565 40,673

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Name of Stock End of Year Book Value End of Year Fair Market Value
    02079K107 ALPHABET INC CL C 15,416 55,860
    65339F101 NEXTERA ENERGY INC 10,779 21,601
    654106103 NIKE INC-CLASS B 44,681 53,824
    02079K305 ALPHABET INC CL A 55,718 86,222
    166764100 CHEVRON CORP 12,877 24,913
    20030N101 COMCAST CORP-CL A    
    92343V104 VERIZON COMMUNICATIO    
    191216100 COCA COLA CO    
    670100205 NOVO NORDISK AS SPON 21,789 45,531
    20002101 ALLSTATE CORP    
    68389X105 ORACLE CORPORATION 31,101 60,724
    92826C839 VISA INC CL A 33,596 51,894
    09062X103 BIOGEN INC 39,888 25,904
    478160104 JOHNSON & JOHNSON 50,982 64,157
    G1151C101 ACCENTURE PLC CL A 20,934 30,013
    174610105 CITIZENS FINANCIAL G    
    84670702 BERKSHIRE HATHAWAY IN    
    756255204 RECKITT BENCKISER GR 14,858 13,911
    75887109 BECTON DICKINSON & CO    
    855244109 STARBUCKS CORP 26,681 35,205
    G5960L103 MEDTRONIC PLC 38,752 43,160
    31162100 AMGEN INC    
    60505104 BANK OF AMERICA CORP    
    254687106 DISNEY WALT CO NEW 74,640 90,937
    580135101 MCDONALDS CORP    
    931142103 WALMART INC 35,696 44,080
    12541W209 CH ROBINSON WORLDWID 64,893 76,474
    37833100 APPLE INC    
    594918104 MICROSOFT CORP 79,306 189,919
    G6564A105 NOMAD FOODS LTD 11,380 12,825
    192446102 COGNIZANT TECHNOLOGY 25,592 32,640
    437076102 HOME DEPOT INC 45,957 66,451
    742718109 PROCTER & GAMBLE CO 9,015 16,655
    17275R102 CISCO SYSTEMS INC 12,016 15,780
    46120E602 INTUITIVE SURGICAL I 11,037 19,609
    22160K105 COSTCO WHOLESALE COR 13,972 31,672
    31428X106 FEDEX CORPORATION    
    713448108 PEPSICO INC 9,389 14,562
    79466L302 SALESFORCE COM INC    
    907818108 UNION PAC CORP 8,706 24,862
    58933Y105 MERCK & CO INC 15,073 18,707
    23135106 AMAZON.COM INC    
    260557103 DOW INC 7,386 10,514
    369550108 GENERAL DYNAMICS COR 26,620 47,512
    438516106 HONEYWELL INTERNATIO 11,894 14,204
    459506101 INTERNATIONAL FLAVOR 25,022 29,418
    499049104 KNIGHT-SWIFT TRANSN 14,652 19,780
    771195104 ROCHE HOLDING LTD SP 21,075 25,249
    883556102 THERMO FISHER SCIENT 19,120 24,217
    892356106 TRACTOR SUPPLY CO 13,822 24,504
    904767704 UNILEVER PLC SPONSOR 52,979 42,198
    7.5513E+105 RAYTHEON TECHNOLOG    
    00724F101 ADOBE INC 64,294 61,509
    12572QAG0 CME GROUP INC    
    30231GAC6 EXXON MOBIL CORPORAT    
    30303M102 FACEBOOK INC-A    
    45337C102 INCYTE CORPORATION    
    46625HRL6 JPMORGAN CHASE & CO    
    478160BY9 JOHNSON & JOHNSON    
    58933YAQ8 MERCK & CO INC    
    637432NP6 NATIONAL RURAL UTIL    
    68389XBC8 ORACLE CORP    
    713448CX4 PEPSICO INC    
    717081ET6 PFIZER INC    
    742718EP0 PROCTER & GAMBLE CO    
    828807DA2 SIMON PROPERTY GROUP    
    857477AM5 STATE STREET CORP    
    87612EBD7 TARGET CORP    
    88579Y101 3M CO 7,301 7,146
    89153VAP4 TOTAL CAPITAL INTL S    
    89236TCQ6 TOYOTA MOTOR CREDIT    
    931142DP5 WAL-MART STORES INC    
    007903107 ADVANCED MICRO DEVIC 20,724 19,463
    023135106 AMAZON.COM INC 70,522 71,719
    025537101 AMERICAN ELEC PWR IN 20,495 21,451
    031162100 AMGEN INC 18,860 26,358
    037833100 APPLE INC 63,386 181,420
    038222105 APPLIED MATERIALS IN 27,166 26,624
    05722G100 BAKER HUGHES CO 15,160 14,673
    060505104 BANK OF AMERICA CORP 20,695 33,883
    075887109 BECTON DICKINSON & C 28,345 30,856
    084670702 BERKSHIRE HATHAWAY I 27,297 45,525
    09247X101 BLACKROCK INC 18,411 19,104
    14040H105 CAPITAL ONE FINANCIA 21,875 21,269
    142339100 CARLISLE COS INC 20,415 20,411
    20825C104 CONOCOPHILLIPS 15,016 14,400
    22052L104 CORTEVA INC 15,680 15,750
    26614N102 DUPONT DE NEMOURS IN 19,753 18,984
    345370860 FORD MOTOR CO DEL 24,841 24,908
    40412C101 HCA HEALTHCARE INC 15,928 15,288
    45687V106 INGERSOLL-RAND INC 22,326 22,355
    458140100 INTEL CORP 27,311 27,654
    46266C105 IQVIA HOLDINGS INC 17,434 18,034
    46625H100 JP MORGAN CHASE & CO 28,731 27,809
    617446448 MORGAN STANLEY 20,004 18,791
    66987V109 NOVARTIS AG SPONSORE 8,239 8,424
    693475105 PNC FINL SVCS GROUP 26,639 25,270
    723787107 PIONEER NATURAL RESO 29,528 28,753
    747525103 QUALCOMM INC 23,591 23,076
    74762E102 QUANTA SERVICES INC 27,002 27,375
    75513E101 RAYTHEON TECHNOLOGIE 47,482 66,872
    91324P102 UNITEDHEALTH GROUP I 42,745 43,347
    G8994E103 TRANE TECHNOLOGIES P 17,335 17,102

    TY 2021 InvestmentsOtherSchedule2
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    922908710 VANGUARD 500 INDEX F AT COST 125,000 278,199
    922042858 VANGUARD FTSE EMERGI      
    47103C183 JANUS HENDERSON SMAL      
    277902235 EATON VANCE ATLANTA AT COST 290,175 375,591
    00143W859 INVESCO DEVELOPING M      
    00770G847 JOHCM INTERNATIONAL      
    04314H857 ARTISAN INTERNATIONA AT COST 106,690 97,068
    22822V101 CROWN CASTLE INTERNA AT COST 15,011 15,876
    253868103 DIGITAL REALTY TRUST AT COST 11,033 11,344
    45775L408 T ROWE PRICE LARGE-C AT COST 75,000 76,659
    464287804 ISHARES CORE S&P SMA AT COST 133,365 131,506
    46653M849 JOHCM INTERNATIONAL AT COST 214,133 248,536
    922908553 VANGUARD REAL ESTATE AT COST 96,071 97,533
    922908744 VANGUARD VALUE ETF AT COST 73,552 73,890

    TY 2021 OtherDecreasesSchedule
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Description Amount
    MUTUAL FUND ADJUSTMENT 31
    2021 TRANSACTION POSTED IN 2022 5
    ADJUSTMENT TO INCOME 9


    TY 2021 OtherExpensesSchedule
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 85 85   0


    TY 2021 OtherIncomeSchedule2
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEE REIMBURSEMENT 5,000 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Description Amount
    RECOVERY OF PRIOR YEAR GRANTS 196,287


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE -        
    INVESTMNT MNGMNT FEES (NON-DED 3,260 3,260    


    TY 2021 TaxesSchedule
    Name:
    LAWRENCE LEWIS FOUNDATION
    EIN:
    62-6269000
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 371 371   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,003 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,368 0   0
    FOREIGN TAXES ON QUALIFIED FOR 474 474   0
    FOREIGN TAXES ON NONQUALIFIED 159 159   0