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 01-01-2021 , and ending 12-31-2021
Name of foundation
ANDREW AND MARINA LEWIN FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)515 WEST END AVENUE 11D
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10024
A Employer identification number

06-1685933
B Telephone number (see instructions)

(212) 362-1249
C 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$9,849,642
J 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) 8,272
2 Check bullet.............
3 Interest on savings and temporary cash investments 73 73  
4 Dividends and interest from securities... 191,183 191,183  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 377,172
b Gross sales price for all assets on line 6a 1,525,144
7 Capital gain net income (from Part IV, line 2)... 377,172
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 15,399 15,403  
12 Total. Add lines 1 through 11........ 592,099 583,831  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,800 0   19,440
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 16,200 0   4,860
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 18,000 8,125   8,650
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,642 437   1,562
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 135,688 133,536   2,152
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 240,330 142,098   36,664
25 Contributions, gifts, grants paid....... 370,164 370,164
26 Total expenses and disbursements. Add lines 24 and 25 610,494 142,098   406,828
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,395
b Net investment income (if negative, enter -0-) 441,733
c Adjusted net income (if negative, enter -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............. 37,835 28,014 28,014
2 Savings and temporary cash investments......... 98,329 139,249 139,249
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet58,732
Less: allowance for doubtful accounts bullet0 58,732 58,732 58,732
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,516,544 Click to see attachment2,395,403 4,432,371
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,982,806 Click to see attachment3,953,580 5,085,205
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,198 Click to see attachment106,071 Click to see attachment106,071
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,699,444 6,681,049 9,849,642
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) Click to see attachment2,360 Click to see attachment2,360
23 Total liabilities (add lines 17 through 22)......... 2,360 2,360
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,697,084 6,678,689
29 Total net assets or fund balances (see instructions)..... 6,697,084 6,678,689
30 Total liabilities and net assets/fund balances (see instructions). 6,699,444 6,681,049
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
6,697,084
2
Enter amount from Part I, line 27a .....................
2
-18,395
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,678,689
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,678,689
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 EATON CORP PLC COM IRELAND P 2021-05-04 2021-05-07
b EATON CORP PLC COM IRELAND P 2021-05-03 2021-05-07
c EATON CORP PLC COM IRELAND P 2021-04-30 2021-05-07
d EATON CORP PLC COM IRELAND P 2020-02-06 2021-05-07
e EATON CORP PLC COM IRELAND P 2020-01-08 2021-05-07
MEDTRONIC PLC COM IRELAND P 2018-11-16 2021-05-07
MEDTRONIC PLC COM IRELAND P 2017-06-12 2021-05-07
LYONDELLBASELL P 2017-05-11 2021-01-28
LYONDELLBASELL P 2017-05-11 2021-01-27
ABBOTT LABS COM P 2017-05-11 2021-12-31
ABBOTT LABS COM P 2017-05-11 2021-05-07
ABBVIE INC COM P 2020-07-08 2021-10-01
ABBVIE INC COM P 2020-11-18 2021-05-07
ABBVIE INC COM P 2020-07-08 2021-05-07
AIR PRODS & CHEMS INC COM P 2017-05-11 2021-10-01
AIR PRODS & CHEMS INC COM P 2021-03-11 2021-05-07
AIR PRODS & CHEMS INC COM P 2021-03-10 2021-05-07
AIR PRODS & CHEMS INC COM P 2017-05-11 2021-05-07
AMERICAN TOWER REIT INC P 2021-05-17 2021-12-31
AMERICAN TOWER REIT INC P 2021-02-25 2021-05-07
AMERICAN TOWER REIT INC P 2021-01-27 2021-05-07
AMGEN INC COM P 2017-05-11 2021-10-15
AMGEN INC COM P 2017-05-11 2021-10-14
AMGEN INC COM P 2017-05-11 2021-05-07
AUTOMATIC DATA PROCESSING INC COM P 2019-10-11 2021-12-31
AUTOMATIC DATA PROCESSING INC COM P 2019-11-13 2021-10-01
AUTOMATIC DATA PROCESSING INC COM P 2019-12-23 2021-05-07
AUTOMATIC DATA PROCESSING INC COM P 2019-11-14 2021-05-07
AUTOMATIC DATA PROCESSING INC COM P 2019-11-13 2021-05-07
AUTOMATIC DATA PROCESSING INC COM P 2019-12-23 2021-04-05
AUTOMATIC DATA PROCESSING INC COM P 2019-12-20 2021-04-05
BEST BUY INC COM P 2021-04-12 2021-05-07
BEST BUY INC COM P 2021-04-09 2021-05-07
BLACKROCK INC CL A P 2017-05-11 2021-12-31
BLACKROCK INC CL A P 2017-05-11 2021-06-16
BLACKROCK INC CL A P 2017-05-11 2021-06-15
BLACKROCK INC CL A P 2019-07-10 2021-05-07
BLACKROCK INC CL A P 2019-06-07 2021-05-07
BLACKROCK INC CL A P 2019-06-06 2021-05-07
BLACKROCK INC CL A P 2019-07-11 2021-04-05
BLACKROCK INC CL A P 2019-07-10 2021-04-05
BROADCOM INC COM P 2019-11-29 2021-12-31
BROADCOM INC COM P 2021-03-10 2021-05-07
BROADCOM INC COM P 2021-01-27 2021-05-07
BROADCOM INC COM P 2020-09-17 2021-05-07
BROADCOM INC COM P 2020-09-11 2021-05-07
BROADCOM INC COM P 2019-11-29 2021-05-07
CHEVRON CORP COM P 2017-11-14 2021-10-01
CHEVRON CORP COM P 2019-02-04 2021-05-07
CHEVRON CORP COM P 2017-11-14 2021-05-07
CISCO SYS INC COM P 2017-05-11 2021-05-07
COCA COLA CO COM P 2020-03-10 2021-03-10
COCA COLA CO COM P 2019-02-05 2021-03-10
COCA COLA CO COM P 2019-02-04 2021-03-10
COMCAST CORP NEW CL A COM P 2019-06-13 2021-05-07
COMCAST CORP NEW CL A COM P 2019-04-16 2021-05-07
COMCAST CORP NEW CL A COM P 2019-02-07 2021-05-07
CROWN CASTLE INTL CORP REITS P 2017-05-11 2021-12-31
CROWN CASTLE INTL CORP REITS P 2017-05-11 2021-05-18
CROWN CASTLE INTL CORP REITS P 2017-05-11 2021-05-17
CROWN CASTLE INTL CORP REITS P 2017-05-11 2021-05-07
EVERSOURCE ENERGY COM P 2021-02-25 2021-05-07
EVERSOURCE ENERGY COM P 2020-03-13 2021-05-07
EVERSOURCE ENERGY COM P 2020-03-12 2021-05-07
HOME DEPOT INC COM P 2017-05-11 2021-12-31
HOME DEPOT INC COM P 2017-05-11 2021-08-16
HOME DEPOT INC COM P 2017-05-11 2021-08-13
HOME DEPOT INC COM P 2017-05-11 2021-07-13
HOME DEPOT INC COM P 2017-05-11 2021-05-07
HOME DEPOT INC COM P 2017-05-11 2021-04-08
HOME DEPOT INC COM P 2017-05-11 2021-04-05
HONEYWELL INTL INC COM P 2017-05-11 2021-12-07
HONEYWELL INTL INC COM P 2017-05-11 2021-05-07
HONEYWELL INTL INC COM P 2017-05-11 2021-05-03
HONEYWELL INTL INC COM P 2017-05-11 2021-04-30
HONEYWELL INTL INC COM P 2017-07-13 2021-03-18
HONEYWELL INTL INC COM P 2017-05-11 2021-03-18
ILLINOIS TOOL WKS INC COM P 2017-09-08 2021-12-31
ILLINOIS TOOL WKS INC COM P 2017-05-11 2021-12-31
ILLINOIS TOOL WKS INC COM P 2017-09-11 2021-05-07
ILLINOIS TOOL WKS INC COM P 2017-09-08 2021-05-07
J P MORGAN CHASE & CO COM P 2017-05-11 2021-10-01
J P MORGAN CHASE & CO COM P 2021-02-24 2021-05-07
J P MORGAN CHASE & CO COM P 2017-05-11 2021-05-07
JOHNSON & JOHNSON COM P 2017-05-11 2021-03-23
LILLY ELI & CO COM P 2019-11-13 2021-12-31
LILLY ELI & CO COM P 2018-11-16 2021-12-31
LILLY ELI & CO COM P 2018-11-16 2021-05-07
LOCKHEED MARTIN CORP COM P 2017-05-11 2021-11-10
LOCKHEED MARTIN CORP COM P 2017-05-11 2021-05-07
LOCKHEED MARTIN CORP COM P 2017-06-08 2021-05-03
LOCKHEED MARTIN CORP COM P 2017-05-11 2021-05-03
LOCKHEED MARTIN CORP COM P 2017-06-08 2021-04-30
LOCKHEED MARTIN CORP COM P 2019-05-02 2021-04-05
MARSH & MCLENNAN COS INC COM P 2017-09-08 2021-10-01
MARSH & MCLENNAN COS INC COM P 2018-06-19 2021-05-07
MARSH & MCLENNAN COS INC COM P 2017-09-08 2021-05-07
MCDONALDS CORP COM P 2018-04-06 2021-12-31
MCDONALDS CORP COM P 2018-04-06 2021-10-01
MCDONALDS CORP COM P 2018-04-06 2021-05-07
MCDONALDS CORP COM P 2018-02-13 2021-05-07
MCDONALDS CORP COM P 2018-02-13 2021-04-05
MERCK & CO INC NEW COM P 2021-06-16 2021-10-01
MERCK & CO INC NEW COM P 2020-04-15 2021-10-01
MERCK & CO INC NEW COM P 2020-03-10 2021-10-01
MERCK & CO INC NEW COM P 2020-09-02 2021-05-07
MERCK & CO INC NEW COM P 2020-04-15 2021-05-07
MERCK & CO INC NEW COM P 2020-02-10 2021-05-07
MICROSOFT CORP COM P 2017-05-11 2021-10-01
MICROSOFT CORP COM P 2017-05-11 2021-05-07
MICROSOFT CORP COM P 2017-05-11 2021-04-05
MONDELEZ INTERNATIONAL INC P 2021-05-28 2021-12-31
MONDELEZ INTERNATIONAL INC P 2021-01-28 2021-05-07
MONDELEZ INTERNATIONAL INC P 2020-02-06 2021-05-07
MONDELEZ INTERNATIONAL INC P 2019-08-09 2021-05-07
MONDELEZ INTERNATIONAL INC P 2019-08-08 2021-05-07
NEXTERA ENERGY INC COM P 2017-05-11 2021-10-01
NEXTERA ENERGY INC COM P 2017-05-11 2021-07-08
NEXTERA ENERGY INC COM P 2017-05-11 2021-07-07
NEXTERA ENERGY INC COM P 2017-05-11 2021-05-07
NEXTERA ENERGY INC COM P 2017-05-11 2021-04-05
NEXTERA ENERGY INC COM P 2017-05-11 2021-02-24
NEXTERA ENERGY INC COM P 2017-05-11 2021-01-27
ORGANON AND CO REG SHS P 2020-11-30 2021-08-26
ORGANON AND CO REG SHS P 2020-11-30 2021-06-09
ORGANON AND CO REG SHS P 2020-05-08 2021-06-09
ORGANON AND CO REG SHS P 2020-04-15 2021-06-09
ORGANON AND CO REG SHS P 2020-03-23 2021-06-09
ORGANON AND CO REG SHS P 2020-03-12 2021-06-09
ORGANON AND CO REG SHS P 2020-03-10 2021-06-09
ORGANON AND CO REG SHS P 2020-03-02 2021-06-09
ORGANON AND CO REG SHS P 2020-02-28 2021-06-09
ORION OFFICE REIT INC REG SHS P 2021-11-12 2021-11-26
ORION OFFICE REIT INC REG SHS P 2021-11-12 2021-11-24
PNC FINL SVCS GROUP INC COM P 2020-01-24 2021-10-01
PNC FINL SVCS GROUP INC COM P 2020-01-10 2021-10-01
PNC FINL SVCS GROUP INC COM P 2020-01-10 2021-05-07
PAYCHEX INC P 2017-05-11 2021-12-31
PAYCHEX INC P 2017-05-11 2021-09-17
PAYCHEX INC P 2017-05-11 2021-09-08
PAYCHEX INC P 2017-05-11 2021-09-07
PAYCHEX INC P 2017-05-11 2021-08-20
PAYCHEX INC P 2017-05-11 2021-07-20
PAYCHEX INC P 2017-05-11 2021-05-07
PAYCHEX INC P 2017-05-11 2021-04-05
PEPSICO INC COM P 2017-05-11 2021-12-31
PEPSICO INC COM P 2017-05-11 2021-10-01
PEPSICO INC COM P 2020-11-18 2021-05-07
PEPSICO INC COM P 2019-10-17 2021-05-07
PEPSICO INC COM P 2017-05-11 2021-05-07
PHILLIPS 66 COM P 2018-04-24 2021-05-07
PHILLIPS 66 COM P 2018-04-23 2021-05-07
PROCTER & GAMBLE CO COM P 2021-04-21 2021-05-07
PROCTER & GAMBLE CO COM P 2020-11-30 2021-05-07
PROCTER & GAMBLE CO COM P 2020-11-30 2021-05-07
PROLOGIS INC REITS P 2020-07-08 2021-12-31
PROLOGIS INC REITS P 2020-07-23 2021-05-07
PROLOGIS INC REITS P 2020-07-08 2021-05-07
QUALCOMM INC COM P 2020-10-14 2021-12-31
QUALCOMM INC COM P 2020-10-14 2021-05-07
REALTY INCOME CORP COM P 2021-03-10 2021-05-07
REALTY INCOME CORP COM P 2021-01-28 2021-05-07
REALTY INCOME CORP COM P 2021-01-27 2021-05-07
SEMPRA ENERGY COM P 2021-02-25 2021-05-07
SEMPRA ENERGY COM P 2021-02-24 2021-05-07
SEMPRA ENERGY COM P 2017-10-30 2021-05-07
SEMPRA ENERGY COM P 2017-05-31 2021-05-07
STARBUCKS CORP COM P 2018-07-13 2021-10-01
STARBUCKS CORP COM P 2018-07-13 2021-05-07
STARBUCKS CORP COM P 2018-08-24 2021-04-21
STARBUCKS CORP COM P 2018-07-13 2021-04-21
STARBUCKS CORP COM P 2018-08-24 2021-04-05
TEXAS INSTRS INC COM P 2017-05-11 2021-12-31
TEXAS INSTRS INC COM P 2017-05-11 2021-05-07
TEXAS INSTRS INC COM P 2017-05-11 2021-04-05
TRUIST FINL CORP COM P 2017-05-11 2021-10-01
TRUIST FINL CORP COM P 2017-05-11 2021-05-07
TRUIST FINL CORP COM P 2017-05-11 2021-04-05
US BANCORP DEL COM NEW P 2018-07-27 2021-10-01
US BANCORP DEL COM NEW P 2018-11-16 2021-05-07
US BANCORP DEL COM NEW P 2018-07-27 2021-05-07
UNITED PARCEL SVC INC CL B P 2021-05-03 2021-05-07
VERIZON COMMUNICATIONS INC COM P 2020-03-23 2021-06-16
VERIZON COMMUNICATIONS INC COM P 2020-03-18 2021-06-15
VERIZON COMMUNICATIONS INC COM P 2020-03-18 2021-05-21
VERIZON COMMUNICATIONS INC COM P 2020-05-08 2021-05-07
VERIZON COMMUNICATIONS INC COM P 2020-03-18 2021-05-07
WEC ENERGY GROUP INC COM P 2017-05-11 2021-08-02
WEC ENERGY GROUP INC COM P 2017-05-11 2021-07-30
WEC ENERGY GROUP INC COM P 2017-05-11 2021-07-29
WEC ENERGY GROUP INC COM P 2017-05-11 2021-05-07
WEC ENERGY GROUP INC COM P 2017-05-11 2021-02-25
WEC ENERGY GROUP INC COM P 2017-05-11 2021-02-24
ALPHABET INC SHS CL C P 2014-09-10 2021-12-15
APPLE INC P 2011-12-30 2021-12-15
BRISTOL MYERS SQUIBB CO COM P 2019-11-20 2021-02-05
NVIDIA P 2019-01-22 2021-12-15
OCH-ZIFF CAP MGMT GROUP CL A P   2021-03-10
ORGANON AND CO REG SHS P 2019-09-20 2021-12-15
SPDR S P CHINA P 2019-04-08 2021-12-15
SERVICENOW INC COM P 2014-09-10 2021-02-05
TELADOC HEALTH INC COM P 2019-02-28 2021-02-05
VANGUARD DIVIDEND APPRECIATION INDEX FUND P 2018-12-12 2021-02-08
VANGUARD DIVIDEND APPRECIATION INDEX FUND P 2018-12-12 2021-02-05
VANGUARD MID-CAP ETF P 2019-04-08 2021-02-08
VANGUARD MID-CAP ETF P 2018-12-12 2021-02-08
CLASS ACTIONS PROCEEDS FOR BONY ADR FX P   2021-10-20
PIMCO 35 P    
PIMCO 37 P    
PIMCO 1821 P    
THRU SEG P    
THRU SEG P    
THRU PIMCO 2139 P    
THRU BOA P    
THRU MV 1.5 P    
THRU MV II P    
THRU LUMA IX P    
THRU LUMA IX P    
THRU LUMA XV P    
THRU LUMA XV P    
THRU LUMA XVII P    
THRU LUMA XVII P    
THRU LUMA VI P    
THRU LUMA XXII P    
THRU LUMA XXII P    
THRU LUMA 25 P    
THRU RENAISSANCE ACCESS P    
THRU RENAISSANCE ACCESS P    
THRU AG MVP P    
THRU AG MVP P    
THRU RE SENIOR LOANS 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 740   713 27
b 2,958   2,889 69
c 148   143 5
d 444   307 137
e 444   353 91
1,397   1,033 364
5,334   3,683 1,651
3,820   3,610 210
602   574 28
706   220 486
6,672   2,461 4,211
761   699 62
3,580   3,099 481
4,273   3,694 579
514   288 226
1,172   1,100 72
2,052   1,904 148
6,155   3,019 3,136
585   492 93
1,493   1,353 140
2,986   2,744 242
2,904   2,224 680
7,036   5,400 1,636
3,285   2,065 1,220
739   489 250
602   506 96
1,354   1,195 159
774   675 99
4,256   3,710 546
192   171 21
770   684 86
3,044   3,044 0
852   852 0
916   381 535
4,360   1,907 2,453
882   381 501
3,481   1,903 1,578
1,740   886 854
4,351   2,198 2,153
780   478 302
780   476 304
1,329   646 683
2,257   2,244 13
1,805   1,784 21
3,611   2,903 708
1,354   1,085 269
451   323 128
415   468 -53
3,747   4,011 -264
2,535   2,693 -158
9,223   5,819 3,404
2,857   2,912 -55
1,327   1,283 44
7,908   7,620 288
2,332   1,665 667
2,740   1,972 768
175   112 63
1,046   449 597
2,185   1,077 1,108
364   180 184
9,716   4,758 4,958
674   643 31
168   171 -3
758   747 11
824   313 511
1,977   938 1,039
1,656   781 875
2,545   1,250 1,295
10,794   5,001 5,793
7,235   3,594 3,641
1,563   781 782
3,511   2,144 1,367
3,430   1,892 1,538
6,707   3,784 2,923
446   252 194
652   389 263
3,695   2,144 1,551
246   140 106
246   138 108
239   141 98
5,010   2,944 2,066
1,326   698 628
1,768   1,667 101
11,410   6,197 5,213
8,335   6,384 1,951
278   113 165
278   114 164
6,442   3,750 2,692
4,068   3,258 810
6,644   4,616 2,028
1,911   1,387 524
4,968   3,530 1,438
761   555 206
755   664 91
772   410 362
5,125   3,045 2,080
1,939   1,148 791
536   324 212
484   324 160
3,054   2,108 946
3,054   2,111 943
913   650 263
409   383 26
900   854 46
2,538   2,367 171
5,326   5,832 -506
3,446   3,588 -142
313   330 -17
859   205 654
10,354   2,803 7,551
1,744   479 1,265
462   446 16
1,726   1,598 128
2,527   2,392 135
3,328   2,968 360
308   274 34
475   201 274
526   234 292
3,840   1,706 2,134
10,814   4,852 5,962
850   368 482
7,147   3,246 3,901
3,789   1,573 2,216
7   8 -1
127   172 -45
277   357 -80
31   43 -12
119   138 -19
37   47 -10
300   405 -105
139   185 -46
187   237 -50
284   330 -46
259   289 -30
593   452 141
198   160 38
7,324   5,908 1,416
547   228 319
1,194   627 567
446   228 218
781   399 382
1,845   912 933
3,104   1,596 1,508
6,665   3,762 2,903
801   456 345
518   338 180
753   564 189
2,470   2,458 12
726   686 40
6,101   4,739 1,362
1,032   1,350 -318
1,204   1,553 -349
1,214   1,233 -19
5,127   5,127 0
810   823 -13
674   381 293
4,164   3,588 576
1,619   1,334 285
732   524 208
7,007   6,682 325
1,825   1,653 172
676   611 65
811   724 87
830   735 95
3,596   3,191 405
415   352 63
1,660   1,398 262
784   360 424
7,335   3,293 4,042
2,918   1,320 1,598
817   360 457
888   422 466
755   322 433
12,703   5,466 7,237
1,760   723 1,037
896   647 249
9,509   6,691 2,818
770   561 209
604   526 78
3,800   3,409 391
1,287   1,104 183
3,267   3,164 103
1,772   1,579 193
1,890   1,784 106
3,248   3,081 167
3,878   3,720 158
1,116   1,027 89
94   60 34
1,041   662 379
1,795   1,143 652
4,797   2,947 1,850
1,547   1,143 404
1,320   962 358
5,798   1,155 4,643
16,669   1,374 15,295
34,089   31,590 2,499
24,864   3,220 21,644
31     31
989   1,391 -402
56,359   56,957 -598
8,826   930 7,896
22,945   5,172 17,773
49,960   36,714 13,246
14,172   10,460 3,712
34,184   25,666 8,518
16,215   10,989 5,226
20     20
150,000   144,592 5,408
150,000   150,497 -497
100,000   102,944 -2,944
233,073     233,073
    182,878 -182,878
3,905     3,905
3,981     3,981
    10,100 -10,100
    1,805 -1,805
17,594     17,594
    90 -90
349     349
17,195     17,195
1,299     1,299
36,579     36,579
    10,612 -10,612
199     199
26,676     26,676
6,076     6,076
24,516     24,516
    39,249 -39,249
2,572     2,572
    168 -168
    14 -14
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       27
b       69
c       5
d       137
e       91
      364
      1,651
      210
      28
      486
      4,211
      62
      481
      579
      226
      72
      148
      3,136
      93
      140
      242
      680
      1,636
      1,220
      250
      96
      159
      99
      546
      21
      86
      0
      0
      535
      2,453
      501
      1,578
      854
      2,153
      302
      304
      683
      13
      21
      708
      269
      128
      -53
      -264
      -158
      3,404
      -55
      44
      288
      667
      768
      63
      597
      1,108
      184
      4,958
      31
      -3
      11
      511
      1,039
      875
      1,295
      5,793
      3,641
      782
      1,367
      1,538
      2,923
      194
      263
      1,551
      106
      108
      98
      2,066
      628
      101
      5,213
      1,951
      165
      164
      2,692
      810
      2,028
      524
      1,438
      206
      91
      362
      2,080
      791
      212
      160
      946
      943
      263
      26
      46
      171
      -506
      -142
      -17
      654
      7,551
      1,265
      16
      128
      135
      360
      34
      274
      292
      2,134
      5,962
      482
      3,901
      2,216
      -1
      -45
      -80
      -12
      -19
      -10
      -105
      -46
      -50
      -46
      -30
      141
      38
      1,416
      319
      567
      218
      382
      933
      1,508
      2,903
      345
      180
      189
      12
      40
      1,362
      -318
      -349
      -19
      0
      -13
      293
      576
      285
      208
      325
      172
      65
      87
      95
      405
      63
      262
      424
      4,042
      1,598
      457
      466
      433
      7,237
      1,037
      249
      2,818
      209
      78
      391
      183
      103
      193
      106
      167
      158
      89
      34
      379
      652
      1,850
      404
      358
      4,643
      15,295
      2,499
      21,644
      31
      -402
      -598
      7,896
      17,773
      13,246
      3,712
      8,518
      5,226
      20
      5,408
      -497
      -2,944
      233,073
      -182,878
      3,905
      3,981
      -10,100
      -1,805
      17,594
      -90
      349
      17,195
      1,299
      36,579
      -10,612
      199
      26,676
      6,076
      24,516
      -39,249
      2,572
      -168
      -14
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 2 377,172
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 6,140
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 6,140
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,574
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,574
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,434
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,434 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletNY
    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 ofbulletANDREW LEWIN Telephone no.bullet (212) 362-1249

    Located atbullet515 WEST END AVENUE APT 11DNEW YORKNY ZIP+4bullet10024
    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)
     
    No
    (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
     
     
    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
    ANDREW LEWIN DIR., PRESIDENT
    10.00
    64,800 0 0
    515 WEST END AVENUE APT 11D
    NEW YORK,NY10024
    MARINA LEWIN DIR., SECRETARY, TREASURER
    1.00
    0 0 0
    515 WEST END AVENUE APT 11D
    NEW YORK,NY10024
    IAN SCHWIEGER DIRECTOR
    1.00
    0 0 0
    54 BAARERSTRASSE
    ZUG    
    SZ
    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 N/A 0
    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.........................bullet0
    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
    9,170,155
    b
    Average of monthly cash balances.......................
    1b
    276,066
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,446,221
    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
    9,446,221
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    141,693
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,304,528
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    465,226
    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
    465,226
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,140
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,140
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    459,086
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    459,086
    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
    459,086
    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 7 459,086
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 370,164
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 406,828
    a Applied to 2020, but not more than line 2a 370,164
    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..... 36,664
    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 ..........
    422,422
    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....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    ANDREW LEWIN PRESIDENT
    515 WEST END AVENUE APT 11D
    NEW YORK,NY10024
    (212) 362-1249
    bThe form in which applications should be submitted and information and materials they should include:
    A LETTER OF INQUIRY NO MORE THAN TWO PAGES ADDRESSED TO THE PRESIDENT. A COPY OF THE IRS LETTER DETERMINING 501(C)(3) TAX STATUS AND THE MOST RECENT FORM 990 TAX RETURN MUST ACCOMPANY THE LETTER.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOUNDATION WILL MAKE CONTRIBUTIONS TO PRESELECTED ORGANIZATIONS. FOUNDATION WILL ALSO CONSIDER GRANT REQUESTS FROM ORGANIZATIONS IN THE FIELDS OF ART AND EDUCATION. PROJECT SPECIFIC GRANTS ARE PREFERRED.
    Form 990-PF (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
    NATIONAL CENTER FOR TRANSGENDER EQUALITY
    1032 15TH ST NW
    WASHINGTON,DC20005
    NONE PUBLIC GENERAL OPERATING SUPPORT 2,000
    ALMAONDOBIIN
    50-52 DOBBIN STREET
    BROOKLYN,NY11222
    NONE PUBLIC GENERAL OPERATING SUPPORT 3,500
    TRANS LIFELINE
    195 41ST 11253
    OAKLAND,CA94611
    NONE PUBLIC GENERAL OPERATING SUPPORTGENERAL OPERATING SUPPORT 1,000
    AMERICAN FRIENDS OF IDC
    116 EAST 16TH STREET
    NEW YORK,NY10003
    NONE PUBLIC GENERAL OPERATING SUPPORT 10,000
    HADAR INSTITUTE
    190 AMSTERDAM AVENUE
    NEW YORK,NY10023
    NONE PUBLIC GENERAL OPERATING SUPPORT 2,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    APERTURE FOUNDATION
    547 WEST 27TH STREET 4TH FLOOR
    NEW YORK,NY10001
    NONE PUBLIC GENERAL OPERATING SUPPORT 28,500
    DARTMOUTH COLLEGE
    DARTMOUTH COLLEGE
    HANOVER,NH03755
    NONE PUBLIC GENERAL OPERATING SUPPORT 10,000
    DOCUMENTARY ARTS INC
    5501 COLUMBIA AVENUE
    DALLAS,TX75214
    NONE PUBLIC GENERAL OPERATING SUPPORT 10,000
    FOUNDATION FOR JEWISH CAMP
    235 WEST 35TH STREET 4TH FLOOR
    NEW YORK,NY10001
    NONE PUBLIC GENERAL OPERATING SUPPORT 7,500
    HAZON
    125 MAIDEN LANE SUITE 8B
    NEW YORK,NY10038
    NONE PUBLIC GENERAL OPERATING SUPPORT 62,000
    JEWISH COMMUNITY CENTER
    334 AMSTERDAM AVENUE 76TH STREET
    NEW YORK,NY10023
    NONE PUBLIC GENERAL OPERATING SUPPORT 40,000
    JEWISH BOOK COUNCIL
    520 8TH AVENUE 4TH FLOOR
    NEW YORK,NY10018
    NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    KEHILAT ROMEMU
    43 CENTRAL PARK NORTH SUITE 1A
    NEW YORK,NY100264366
    NONE PUBLIC GENERAL OPERATING SUPPORT 20,000
    LIMMUD NY
    PO BOX 290
    HASTINGSONHUDSON,NY10706
    NONE PUBLIC GENERAL OPERATING SUPPORT 3,000
    MAGNUM CULTURAL FOUNDATION
    59 E 4TH STREET 7W
    NEW YORK,NY10003
    NONE PUBLIC GENERAL OPERATING SUPPORT 20,000
    MUSEUM OF THE CITY OF NEW YORK
    1220 FIFTH AVENUE
    NEW YORK,NY10029
    NONE PUBLIC GENERAL OPERATING SUPPORT 10,000
    NFS FIDELITY CHARITY
    PO BOX 770001
    CINCINNATI,OH452770053
    NONE PUBLIC GENERAL OPERATING SUPPORT 57,164
    PHILLIP EXETER ACADEMY
    20 NORTH MAIN STREET
    EXETER,NH03833
    NONE PUBLIC GENERAL OPERATING SUPPORT 5,000
    THE DOOR
    121 AVENUE OF THE AMERICAS
    NEW YORK,NY10013
    NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    THE JEWISH MUSEUM
    1109 5TH AVE 92ND STREET
    NEW YORK,NY10128
    NONE PUBLIC GENERAL OPERATING SUPPORT 60,000
    UJA FEDERATION OF NY
    130 EAST 59TH STREET
    NEW YORK,NY10022
    NONE PUBLIC GENERAL OPERATING SUPPORT 6,000
    WEST SIDE JEWISH CENTER
    347 WEST 34TH STREET
    NEW YORK,NY10001
    NONE PUBLIC GENERAL OPERATING SUPPORT 5,000
    Total .................................bullet 3a 370,164
    bApproved for future payment
    Total .................................bullet 3b 0
    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 73  
    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 ............
        18 377,172  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 583,827 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    583,827
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    ANDREW AND MARINA LEWIN FAMILY
    FOUNDATION INC
    Employer identification number

    06-1685933
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    ANDREW AND MARINA LEWIN FAMILY
    FOUNDATION INC
    Employer identification number
    06-1685933
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    HF UW R GRUSS CLUT ANDREW LEWIN
     
    515 WEST END AVENUE APT 11D
     
    NEW YORK, NY10024

    $ 8,272


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    ANDREW AND MARINA LEWIN FAMILY
    FOUNDATION INC
    Employer identification number

    06-1685933
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    ANDREW AND MARINA LEWIN FAMILY
    FOUNDATION INC
    Employer identification number

    06-1685933
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    ANDREW AND MARINA LEWIN FAMILY
     
    FOUNDATION INC
    EIN:
    06-1685933
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 18,000 8,125   8,650

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ANDREW AND MARINA LEWIN FAMILY
     
    FOUNDATION INC
    EIN:
    06-1685933
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BEST BUY 19,643 16,967
    HOME DEPOT 17,033 45,236
    MCDONALDS 17,141 28,951
    STARBUCKS 13,270 30,295
    MONDELEZ 31,582 40,515
    PEPSI 27,079 41,690
    P&G 32,586 42,367
    CHEVRON 23,491 24,643
    PHILLIPS 66 10,826 7,753
    BLACKROCK 15,641 37,538
    JP MORGAN CHASE 27,495 49,880
    MARSCH & MCLENNAN 14,282 31,635
    PNC FINL 19,252 27,070
    TRUIST FINL 25,899 35,130
    US BANCORP 15,729 17,188
    ABBOTT 8,700 27,866
    ABBIVE 19,488 36,287
    ELI LILLY & CO 12,576 31,765
    MEDTRONIC 25,774 29,380
    MERCK 32,912 34,335
    EATON CORP 12,055 21,257
    HONEYWELL 5,550 9,174
    ILLINOIS TOOL 11,168 19,991
    LOCKHEED MARTIN 15,205 19,903
    UNITED PARCEL SERVICE 23,861 26,364
    ADP 18,067 34,028
    BROADCOM 22,194 53,233
    CISCO 19,879 37,452
    CORNING 12,483 11,504
    MICROSOFT 11,349 55,829
    PAYCHEX 12,198 29,211
    QUALCOMM 22,379 34,380
    TEXAS INST 21,222 49,756
    AIR PRODS&CHEM 20,848 41,684
    AMERICAN TOWER 17,549 22,815
    CROWN CASTLE 14,999 35,277
    PROLOGIS 14,905 29,463
    REALTY INCOME 16,800 21,692
    COMCAST 11,206 15,351
    VERIZON 10,757 11,016
    EVERSOURCE ENERGY 8,541 10,099
    NEXTERA ENERGY 17,667 49,294
    SEMPRA 19,965 23,414
    WEC 10,105 16,308
    ORION OFFICE 6 5
    ALIBABA GRP HLDG 61,188 50,605
    AMAZON 23,662 126,705
    APTIV 54,380 141,032
    ENTERPRISE PROD 11,775 17,414
    EOG 28,072 26,205
    BLACKROCK 45,611 123,601
    BLACKSTONE 16,283 29,760
    CITIGROUP 51,615 53,143
    GOLDMAN SACHS 41,615 76,510
    JP MORGAN CHASE 35,025 84,717
    ALIGENT TECH 24,704 62,264
    BOSTON SCIENTIFIC 41,291 63,508
    INSULET 25,545 26,873
    MERCK 27,777 26,058
    ROCHE 16,044 19,487
    TELADOC 29,644 43,155
    THERMO FISHER 17,023 24,021
    FANUC 26,099 27,065
    GEN DYNAMICS 52,838 62,541
    HONEYWELL 11,545 79,234
    IDEX 27,604 35,921
    L3HARRIS 29,400 27,721
    NORTHROP 24,464 73,543
    APPLE 11,876 145,785
    MASTERCARD 15,896 16,888
    MICROSOFT 15,891 23,542
    NVIDIA 23,691 186,466
    NXP SEMI 25,070 78,584
    PALO ALTO 13,100 22,827
    PAYPAL 44,023 32,059
    SALESFORCE 34,572 116,900
    SERVICENOW 13,512 141,506
    VISA 18,653 19,721
    EQUINIX 45,723 56,671
    PROLOGIS 41,685 57,242
    ACTIVISION 30,523 63,869
    ALPHABET 27,715 138,892
    TAKE-TWO INTERACTIVE 21,234 29,324
    TENCENT HLDGS 34,115 53,670
    UNDISCOVERD MGRS 175,755 232,156
    VANGUARD DEV MKTS 98,124 121,523
    VANGUARD EMERG MKTS 79,853 100,404
    VANGUARD MIDCAP 17,226 29,553
    VANGUARD SM CAP 102,605 148,715

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ANDREW AND MARINA LEWIN FAMILY
     
    FOUNDATION INC
    EIN:
    06-1685933
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LUMA PEP VI FMV 6,604 6,604
    LUMA PEP IX FMV 3,979 3,979
    LUMA PEP XV FMV 26,538 26,538
    LUMA PEP XVII FMV 94,082 94,082
    LUMA PEP XXI FMV 119,324 119,324
    SEG PARTNERS FMV 1,100,043 2,097,476
    MAVERICK CAPITAL 1.5 FMV 49,102 75,003
    PIMCO - 1821 FMV 937,056 917,294
    PIMCO - 35 FMV 150,521 151,703
    PIMCO - 37 FMV 153,677 209,634
    PIMCO - 2075 FMV 375,000 366,287
    PIMCO - 2139 FMV 204,190 151,977
    REAL ESTATE SENIOR LOAN ACCESS FUND FMV 103,346 102,071
    MAVERICK CAPITAL II FMV 52,271 75,408
    SYLVAN HEALTH CARE PROPERTIES FMV 2,476 2,476
    AG MTG VALUE PAR FMV 130,402 138,571
    RENAISSANCE ACCESS FMV 54,915 112,422
    BLACKSTONE RE INC TR FMV 195,540 239,598
    PIMCO - 122 FMV 150,000 150,244
    LUMA PEP 24 FMV 20,974 20,974
    LUMA PEP 25 FMV 19,528 19,528
    MAVERICK CAPITAL III FMV 4,012 4,012

    TY 2021 OtherAssetsSchedule
    Name:
    ANDREW AND MARINA LEWIN FAMILY
     
    FOUNDATION INC
    EIN:
    06-1685933
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSIT IN TRANSIT (PIMCO) 5,198 106,071 106,071


    TY 2021 OtherExpensesSchedule
    Name:
    ANDREW AND MARINA LEWIN FAMILY
     
    FOUNDATION INC
    EIN:
    06-1685933
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US TRUST FEES 39,171 39,171   0
    INVESTMENT INTEREST THRU LUMA PEP LLC XVII 210 210   0
    PORTFOLIO DEDUCTIONS THRU LUMA PEP IX LLC 5,298 5,298   0
    PORTFOLIO DEDUCTIONS THRU SEG PARTNERS 17,616 17,616   0
    PORTFOLIO DEDUCTIONS THRU LUMA PEP XV 1,123 1,123   0
    PORTFOLIO DEDUCTIONS THRU LUMA PEP XVII 2,049 2,049   0
    INVESTMENT INTEREST THRU LUMA PEP XV 17 17   0
    INVESTMENT INTEREST THRU SEG PARTNERS 14,317 14,317   0
    PORTFOLIO DEDUCTIONS THRU LUMA PEP XXI LLC 1,930 1,930   0
    PORTFOLIO DEDUCTIONS THRU MAVERICK VENTURES ISRAEL 1.5 460 460   0
    INVESTMENT INTEREST THRU AG MORTGAGE VALUE PARTICIPATION LLC 1,469 1,469   0
    PORTFOLIO DEDUCTIONS THRU AG MORTGAGE VALUE PARTICIPATION LLC 2,837 2,837   0
    INVESTMENT INTEREST THRU RENAISSANCE ACCESS LLC 138 138   0
    PORTFOLIO DEDUCTIONS THRU RENAISSANCE ACCESS LLC 2,006 2,006   0
    PORTFOLIO DEDUCTIONS THRU REAL ESTATE SENIOR LOAN ACCESS 358 358   0
    PORTFOLIO DEDUCTIONS THRU MAVERICK VENTURES ISRAEL II 2,077 2,077   0
    PORTFOLIO DEDUCTIONS THRU LUMA PEP VI LLC 781 781   0
    OFFICE EXPENSE 1,652 0   1,652
    NYS FILING FEES 500 0   500
    PORTFOLIO DEDUCTIONS THRU AG MAVERICK VENTURES ISRAEL III 930 930   0
    PORTFOLIO DEDUCTIONS THRU LUMA 24 3,032 3,032   0
    INVESTMENT INTEREST THRU LUMA 24 3 3   0
    INVESTMENT INTEREST THRU LUMA 25 326 326   0
    OTHER EXPENSES THRU ENTERPRISE 1,610 1,610   0
    OTHER EXPENSES THRU SEG PARTNERS II LP 374 374   0
    OTHER EXPENSES THRU MV III 58 58   0
    OTHER EXPENSES THRU SYLVAN HEALTHCARE 32,445 32,445   0
    OTHER EXPENSES THRU GRUSS ARBITRAGE 2,890 2,890   0
    OTHER EXPENSES THRU LUMA 25 11 11   0


    TY 2021 OtherIncomeSchedule2
    Name:
    ANDREW AND MARINA LEWIN FAMILY
     
    FOUNDATION INC
    EIN:
    06-1685933
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LUMA PEP IX LLC 450 450 450
    LUMA PEP XVII LLC 1,994 1,994 1,994
    LUMA PEP XXI LLC 9,193 9,193 9,193
    RENAISSANCE ACCESS LLC 110 110 110
    AG MORTGAGE VALUE PARTICIPATION 3,612 3,612 3,612
    MV 1.5 34 34 34
    MV II 8 8 8
    RENAISSANCE ACCESS LLC -2 0 -2
    LUMA PEP XV LLC 2 2 2
    ENTERPRISE PRODUCTS -2 0 -2


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ANDREW AND MARINA LEWIN FAMILY
     
    FOUNDATION INC
    EIN:
    06-1685933
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES PAYABLE 2,360 2,360


    TY 2021 TaxesSchedule
    Name:
    ANDREW AND MARINA LEWIN FAMILY
     
    FOUNDATION INC
    EIN:
    06-1685933
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 5,205 0   1,562
    FOREIGN TAX 437 437   0