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
Guy and Shirley Lewis Foundation Ltd
 
% THE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2112 E 60th Street
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Tulsa, OK74105
A Employer identification number

27-1717005
B Telephone number (see instructions)

(918) 633-9567
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$10,474,902
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) 9,900,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 78,583 78,583  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,370
b Gross sales price for all assets on line 6a 632,371
7 Capital gain net income (from Part IV, line 2)... 4,370
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)....... 92,226 92,226  
12 Total. Add lines 1 through 11........ 10,075,179 175,179  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 500     500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,894 0 0 1,894
c Other professional fees (attach schedule).... 52,047 52,047    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,500     6,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,941 52,047 0 8,894
25 Contributions, gifts, grants paid....... 25,000 25,000
26 Total expenses and disbursements. Add lines 24 and 25 85,941 52,047 0 33,894
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,989,238
b Net investment income (if negative, enter -0-) 123,132
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.............      
2 Savings and temporary cash investments......... 97,120 302,956 302,956
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment159,283 160,732
b Investments—corporate stock (attach schedule).......   Click to see attachment7,882,997 8,088,472
c Investments—corporate bonds (attach schedule).......   Click to see attachment80,954 80,284
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 89,833 Click to see attachment1,750,000 1,842,458
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) 186,953 10,176,190 10,474,902
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) 1  
23 Total liabilities (add lines 17 through 22)......... 1 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 186,952 10,176,190
29 Total net assets or fund balances (see instructions)..... 186,952 10,176,190
30 Total liabilities and net assets/fund balances (see instructions). 186,953 10,176,190
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
186,952
2
Enter amount from Part I, line 27a .....................
2
9,989,238
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,176,190
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,176,190
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 PUBLICLY-TRADED SECURITIES      
b
c
d
e
(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 632,371   628,001 4,370
b
c
d
e
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       4,370
b
c
d
e
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 4,370
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  
3 Add lines 1 and 2........................... 3 1,712
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,712
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 400
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 1,312
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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)
    bulletOK
    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 addressbullet  
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (918) 633-9567

    Located atbullet2112 E 60TH STREETTulsaOK ZIP+4bullet74105
    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
    harry dandelles director
    0.1
    0 0 0
    2112 E 60th Street
    Tulsa,OK74105
    stacy johnson director
    1.0
    500 0 0
    2112 E 60th Street
    Tulsa,OK74105
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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
    5,674,913
    b
    Average of monthly cash balances.......................
    1b
    4,033,283
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,708,196
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,708,196
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    145,623
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,562,573
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    478,129
    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
    478,129
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,712
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,712
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    476,417
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    476,417
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    476,417
    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 7 476,417
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 5,140
    b From 2017...... 3,980
    c From 2018...... 4,206
    d From 2019...... 4,458
    e From 2020...... 4,412
    f Total of lines 3a through e ........ 22,196
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 33,894
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 33,894
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 22,196 22,196
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    420,327
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
     
    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).)
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    UP WITH TREES
    1102 S BOSTON AVE
    TULSA,OK74119
    N/A PC GENERAL SUPPORT 25,000
    Total .................................bullet 3a 25,000
    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 ...........
             
    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 4,370  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aDISTRIBUTIONS FROM ALTERNATIVE INVESTMENTS
        14 92,226  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   175,179  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    175,179
    (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
    Guy and Shirley Lewis Foundation Ltd
     
    Employer identification number

    27-1717005
    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
    Guy and Shirley Lewis Foundation Ltd
     
    Employer identification number
    27-1717005
    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
    GUY W LEWIS REVOCABLE TRUST
    6126 S MEMORIAL DR
     
    TULSA, OK74133

    $ 9,900,000


    (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
    Guy and Shirley Lewis Foundation Ltd
     
    Employer identification number

    27-1717005
    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
    Guy and Shirley Lewis Foundation Ltd
     
    Employer identification number

    27-1717005
    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:
    Guy and Shirley Lewis Foundation Ltd
    EIN:
    27-1717005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING 1,069     1,069
    TAX COMPLIANCE 825     825

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    Guy and Shirley Lewis Foundation Ltd
    EIN:
    27-1717005
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Guy and Shirley Lewis Foundation Ltd
    EIN:
    27-1717005
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMAZON COM INC - 3.150% - 08/2 6,545 6,484
    APPL - 1.400% - 08/05/2028 4,890 4,899
    AT&T INC - 1.650% - 02/01/2028 5,951 5,878
    BK OF AMERICA CORP - 2.087% - 6,071 5,963
    BRISTOL-MYERS SQUIBB - 3.400% 5,503 5,480
    DISNEY WALT CO NOTE - 3.800% - 8,958 8,983
    DOMINION ENERGY INC SER C NOTE 10,689 10,622
    JPMORGAN CHASE &CO - 2.069% - 6,074 5,956
    MORGAN STANLEY SER I - 2.188% 10,309 10,201
    VERIZON - 3.875% - 02/08/2029 6,679 6,655
    WELLS FARGO &CO - 2.188% - 04/ 9,285 9,163

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Guy and Shirley Lewis Foundation Ltd
    EIN:
    27-1717005
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 20,682 23,017
    ACAP STRATEGIC FUND 253,989 234,734
    ACI WORLDWIDE INC 10,579 9,959
    ADDUS HOMECARE CORP 9,357 9,725
    ADIDAS AG 6,620 5,472
    ADOBE SYSTEMS, INC 45,006 45,932
    ADVANCE AUTO PARTS INC 18,988 22,789
    ADVANCED MEDICAL OPTICS 13,360 12,909
    AES CORP 36,163 34,530
    AGILITI ORD SHS 7,502 8,963
    AIA GROUP LTD ADR 39,127 32,135
    AIRBUS GROUP 18,279 17,774
    ALCON INC 16,972 20,560
    ALIBABA GROUP HOLDING LTD 55,977 35,756
    ALLEGION PLC 19,157 18,674
    ALLISON TRANMISSION HOLDINGS 8,736 7,997
    ALTAIR ENGINEERING ORD SHS CLA 7,363 8,351
    AMAZON COM 129,636 130,039
    AMBARELLA INC 5,862 11,768
    AMER INTERNATIONAL GROUP INC 39,548 45,374
    AMERICA MOVIL SA 2,617 3,082
    AMERISAFE INC 3,976 3,391
    AMETEK INC 33,238 36,907
    AMN HEALTHCARE SERVICES INC 2,220 3,058
    AMPHENOL CORPORATION 12,471 15,655
    ANHEUSER BUSCH COS INC 14,901 14,048
    AON PLC CL A 7,047 8,416
    APPLE INC 60,436 79,907
    APPLIED IDNS TECH 5,075 5,649
    APPLIED MATERIALS INC 39,263 46,421
    APRIA ORD SHS 1,802 2,021
    APTIV PLC 23,168 25,237
    ASAHI KAISAI CP ADR 9,883 8,737
    ASML HOLDING NV NY REG SHS 70,055 78,818
    ASPEN TECHNOLOGY, INC 20,911 22,678
    ASSA ABLOY UNSP/ADR 5,467 5,482
    ASSOCIATED BRITISH FOODS PLC 7,279 6,481
    ASTRAZENECA 26,469 27,319
    ATLASSIAN CORP PLC 27,944 37,748
    AZEK COMPANY INC CL A 16,317 18,172
    AZENTA INC 30,046 33,201
    B&M EUROPEAN VALUE RETAIL SA A 10,420 11,091
    BANCO BILBAO ARG SA 11,146 10,554
    BANK OF AMERICA CORP 52,495 58,015
    BARRICK GOLD CORPORATION 52,283 47,329
    BAXTER INTERNATIONAL INC 43,384 45,667
    BEIGENE LTD 12,390 10,024
    BENTLEY SYSTEMS INC CL B 16,006 13,339
    BERKLEY W R CP 16,723 18,703
    BIOMARIN PHARMACEUTICAL INC 12,820 14,401
    BNP PARIBAS SPONS ADR 8,418 8,628
    BRISTOL-MYERS SQUIBB CO 46,399 44,206
    BRITISH AMERICAN TOBACCO PLC 19,216 18,705
    BROADRIDGE FINANCIAL 21,270 23,949
    CALRSBERG AS SP ADR REP B 22,258 21,839
    CAPRI HOLDINGS LTD.SHS 5,236 6,426
    CARGURUS INC 9,032 11,168
    CASELLA WASTE SYSTEMS INC 3,178 4,100
    CATERPILLAR INC 21,943 23,568
    CBIZ, INC 13,551 15,922
    CENTENE CORP 47,462 56,938
    CHEMED CORP 12,853 14,284
    CHEVRON CORP 18,707 21,240
    CHINA MERCHANTS BANK 6,576 6,076
    CHOICE HOTELS INTERNATIONAL IN 6,188 8,267
    CIGNA CORPORATION 46,624 45,467
    CISCO SYSTEMS INC 59,016 69,644
    CITIGROUP INC 45,050 37,985
    CLEARWATER ANALYTICS HOLDINGS, 5,591 5,676
    COHEN & STEERS INC 4,919 6,198
    COHEN & STEERS LOW DURATION PR 390,676 383,492
    COMMERCE BANCSHARES, INC 12,226 11,961
    COMMUNITY BK SYS INC 10,265 10,129
    COMPAGNIE FINANCIERE RICHEMONT 10,976 14,427
    COOPER COMPANIES INC 20,227 20,947
    CORNING INC 56,690 52,383
    COSAN ADR REPRESENTING 7,219 6,409
    CREDICORP LTD 3,739 3,784
    CSW INDUSTRIALS INC 8,415 8,098
    CSX CORP 27,918 32,637
    CUBESMART 8,563 11,041
    DAIICHI SANKYO CO LTD SPONSORE 5,556 5,740
    DAIKIN INDS LTD ADR 5,366 5,484
    DANA HOLDING CP 9,259 8,626
    DBS GROUP HLDGS SPON ADR 12,338 13,533
    DELIVERY HERO 4,834 3,860
    DEUTSCHE BOERSE ADR 5,273 5,149
    DEXCOM, INC 16,015 19,330
    DIAGEO PLC ADS 7,899 9,246
    DNB BANK ASA 10,998 11,475
    DOLBY LABORATORIES 28,242 28,280
    DORMAN PRODUCTS INC 11,594 12,883
    DOUBLELINE TOTAL RETURN BOND 390,185 384,449
    DSV UNSP ADR EACH REPR 0.5 ORD 9,538 9,743
    EASTGROUP PROPERTIES INC 8,373 11,620
    EATON CORP PLC 23,409 25,750
    ELANCO ANIMAL HEALTH INCORPORA 22,684 19,043
    ENEL SOCIETA PER AZI 22,187 18,802
    ENGIE 14,047 15,386
    ENVESTNET INC 9,728 10,314
    ENVISTA HOLDINGS 11,684 12,392
    EPAM SYSTEMS INC 10,891 14,037
    EPIROC AB 9,516 10,698
    EQUIFAX INC 21,809 27,229
    EQUINIX, INC 28,315 30,450
    EQUITY LIFESTYLE PRP 9,785 11,483
    ESSENTIAL PROPERTIES REALTY TR 11,518 12,137
    ESSILOR INTL ADR 19,240 22,772
    EURONET WORLDWIDE INC 9,172 7,984
    EXPONENT, INC 24,184 27,315
    F M C CP 55,898 58,571
    FACEBOOK INC CLASS A 100,887 101,914
    FIDELITY NATIONAL INFORMATION 25,412 19,538
    FIRST ENERGY CORP 60,768 67,417
    FIRST FINANCIAL BANKSHARES, IN 13,666 14,286
    FLUTTER ENTMT PLC ADR 3,531 3,266
    FREEPORT-MCMORAN COPPER & GOLD 41,838 47,697
    GENMAB A/S SPON 16,999 16,457
    GIVAUDAN SA UNSP/ADR 15,990 18,359
    GLACIER BANCORP INC 6,700 6,634
    GLOBUS MEDICAL INC 29,396 28,519
    GRAINGER W W INC 28,616 34,204
    GUGGENHEIM LIMITED DURATION FU 388,996 384,299
    HARLEY DAVIDSON INC 9,013 8,556
    HDFC BANK LTD ADR 19,576 17,374
    HEICO CP CL A 20,348 21,077
    HERC HOLDINGS, INC 6,049 8,454
    HERMES INTL 10 ADR 12,625 15,798
    HEXCEL CP DELAWARE 6,986 6,423
    HOME DEPOT INC 29,811 39,011
    HONG KONG EX&CL UNSP/ADR 11,059 10,784
    HOULIHAN LOKEY INC 16,550 21,636
    HOYA CORP SPONS ADR 10,934 11,966
    HUGOTON ROYALTY TR 41,737 480
    HUMANA INC 36,348 38,964
    HUTCHINSON CHINA MEDITECH LTD 5,889 6,174
    IBERDROLA ADR 13,312 12,416
    ICICI BK LTD ADS 10,010 10,983
    ICU MEDICAL, INC 6,326 7,358
    IHS MARKIT LTD 24,690 29,774
    INDEPENDENT BANK CORP 7,322 7,582
    INDEPENDENT BANK GROUP INC 7,669 7,576
    INDUSTRIA DE DISENO 15,681 14,377
    ING GROUP N V SPONSORED ADR 4,828 5,081
    INTEGRA LIFESCIENCES HOLDINGS 10,704 10,182
    INTUITIVE SURGICAL 19,066 20,480
    INVESTOOLS INC 19,304 20,049
    J & J SNACK FOODS CORP 3,111 3,001
    JAMES RIVER GROUP HOLDINGS LTD 2,991 2,449
    JARDINE MATHESON UNS/ADR 5,300 4,700
    JD.COM, INC 7,096 6,657
    JH MGD ACCSH NON IVGD CPBD SMA 111,631 111,373
    JH MGD ACCTSH INV GD CRPBD SMA 68,504 68,314
    JH MGD ACCTSH SEC DBT SMA 65,506 64,221
    JP MORGAN CHASE 45,984 46,713
    KERING UNSPON ADR EA REPR 0.1 23,653 22,945
    KEYENCE CORPORATION,FIRST SECT 28,853 34,914
    KIMBALL INTERNATIONAL, INC 2,483 1,954
    KINSALE CAPITAL GROUP INC 3,545 4,996
    KON KPN NV SPON ADR REP 1 ORD 6,183 5,676
    KONINKLIJKE PHILIPS ELECTRONIC 7,890 5,601
    L'AIR LIQUIDE ADR OTC 9,408 10,182
    L'OREAL ADR 22,385 23,473
    LAMB WESTON HOLDINGS INC 22,848 20,028
    LANDSTAR SYSTEM 9,785 10,741
    LENNOX INTL INC 11,133 11,028
    LHC GROUP 16,500 12,076
    LONDON STK EXCHANGE GROUP 23,290 20,311
    LOWES COMPANIES INC 57,261 75,993
    LPL FINANCIAL HOLDINGS INC 12,005 13,287
    LVMH MOET HENN UNSP 10,882 11,751
    MADDEN STEVEN LTD 4,458 5,112
    MARATHON PETROLEUM CORP 28,875 31,739
    MARTIN CURRIE SMA-SHARES SERIE 194,981 187,119
    MEITUAN DIANPING UNSPONSORED A 14,513 12,082
    MERCADOLIBRE, INC 25,009 21,574
    METLIFE INC 38,850 39,619
    METROPOLITAN WEST UNCONSTRAINE 467,649 455,903
    MICROSOFT CORP 87,829 108,968
    MIDDLEBY CORPORATION 9,005 10,035
    MILLERKNOLL LLC 10,703 9,680
    MINERAL TECH INC 14,476 13,460
    MINTH GROUP UNSPONSORED ADR RE 4,383 4,730
    MONSTER BEVERAGE CORP 24,757 25,547
    MORGAN STANLEY 48,389 51,828
    MUELLER WATER PRODUCTS INC 7,685 7,531
    MURATA MFG INC UNSP/ADR 5,978 5,905
    NATIONAL INSTRUMENTS CORPORATI 7,353 7,642
    NCINO 6,907 5,870
    NESTLE S.A 20,827 23,863
    NETEASE.COM INC COM STK 4,594 4,682
    NETFLIX INC 35,900 37,351
    NEUROCRINE BIOSCIENCES, INC 6,553 5,792
    NICE SYSTEMS LTD 5,338 5,768
    NIDEC CORPORATION ADR 9,963 10,122
    NIKE INC-CL B 28,364 30,001
    NOKIA 6,052 6,649
    NOMAD FOODS LIMITED 8,782 7,846
    NORDSON CP 21,331 23,995
    NOTORI HOLDINGS 10,029 8,099
    NOVO NORDISK A S 30,746 40,096
    NVIDIA CORP 45,822 75,586
    NXP SEMICONDUCTORS 18,872 21,411
    OIL CO LUKOIL PJSC SPON ADR RE 6,093 6,286
    OLD DOMINION FREIGHT LINE 19,402 26,520
    OLO ORD SHS CLASS A 7,485 4,849
    ONE GAS INC 10,734 11,406
    ORSTED A S 6,752 5,683
    ORTHO CLINICAL DIAGNOSTICS HOL 2,850 3,337
    PALO ALTO NETWORKS INC 26,468 40,087
    PAYPAL HOLDINGS, INC 18,360 18,481
    PENTAIR INC. COM 17,608 18,623
    PERFORMANCE FOOD GROUP COMPANY 18,767 17,943
    PERNOD RICARD S A SPONSORED AD 8,526 9,648
    PG & E CORP 25,606 31,151
    PHILIP MORRIS INTL 53,718 52,440
    PING AN INSURANCE GROUP ADR 10,156 7,615
    PINNACLE FINANCIAL PARTNERS IN 9,444 10,028
    PROSUS NV ADR 4,945 4,867
    PT BANK RAKYAT ADR 6,027 6,156
    PT TELEKOM. IND. TBK ADR 3,166 3,856
    QUAKER CHEMICAL CORP 9,741 9,000
    QUALCOMM INC 40,617 55,775
    QURATE RETAIL INC QVC GROUP 35,633 22,086
    R L I CP 8,817 9,192
    R1 RMC INC COM 10,171 11,776
    RAYTHEON TECHNOLOGIES CORP 67,380 68,332
    RECKITT BENCKISER GROUP 14,196 14,368
    RECRUIT HOLDINGS CO 10,765 11,961
    RELX PLC 15,762 18,099
    REXFORD INDUSTRIAL REALTY INC 5,513 8,030
    RIO TINTO PLC SPONSORED ADR 4,468 3,682
    ROSS STORES, INC 25,019 23,427
    RYAN SPECIALTY GROUP HOLDINGS 6,168 8,151
    SAFRAN SA - UNSPON ADR 22,139 19,149
    SALESFORCE.COM 52,525 54,892
    SAN JUAN BASIN ROYAL 48,095 12,180
    SAP AKTIENGESELL ADS 17,761 17,794
    SBERBANK SPONSORED ADR 6,509 6,158
    SEA LTD 32,815 28,187
    SELECTIVE INS GROUP INC 10,174 10,570
    SHIN-ETSU CHEMICAL C 18,565 19,061
    SHIONOGI & CO LTD 10,261 13,164
    SILICON LABORATORIES, INC 3,289 4,954
    SITEONE LANDSCAPE SUPPLY INC 14,017 19,140
    SMC CORP 17,594 19,684
    SOUTH STATE CORPORATION 13,689 13,859
    SOUTHWEST AIRLINES 7,696 7,668
    SPLUNK INC 17,517 15,275
    STMICROELECTRONICS 12,650 15,593
    STORE CAPITAL CORPORATION 10,100 9,942
    STRAUMANN HLDG 11,911 15,660
    SUNNY OPTICAL TECHNOLOGY GROUP 5,023 6,014
    TAIWAN SEMICONDUCTOR MFG CO LT 74,923 77,480
    TECHNIPFMC PLC 24,355 18,062
    TELEFONOS DE MEX L 15,492 14,881
    TEMPUR PEDIC INTERNATIONAL INC 3,038 3,762
    TENCENT HOLDINGS LIMITED 48,661 40,227
    TERADATA CORPORATION 39,518 34,910
    TFI INTERNATIONAL 11,187 13,565
    THE CHEFS' WAREHOUSE, INC 3,483 3,730
    THERMO FISHER SCIENTIFIC INC 35,877 47,374
    TOKYO ELECTRON LTD 6,202 8,202
    TOTALENERGIES SE 7,585 8,309
    TRACTOR SUPPLY CO COM 28,995 37,460
    TRUMY 5,754 6,133
    UBER 30,377 25,745
    UIPATH ORD SHS CLASS A 13,526 9,791
    ULTA SALON, COSMETICS & FRAGRA 21,992 26,802
    UMB FINANCIAL CORPORATION 7,856 8,595
    UNICHARM CORP - SPN ADR 6,053 6,360
    UNION PACIFIC 23,416 26,957
    UNITED PARCEL SERVICE 36,514 39,867
    UNITEDHEALTH GROUP INC 48,675 60,759
    VERISK ANALYTICS, INC 19,066 23,788
    VERIZON COMMUNICATIONS 66,919 61,832
    VISA INC 70,065 65,446
    VISTEON CORP 6,954 6,668
    WALT DISNEY HOLDINGS CO 27,207 23,543
    WELLS FARGO & CO 47,901 51,339
    WEST PHARMA SVCS INC 21,693 30,955
    WILLIAMS COS 37,542 38,461
    WINTRUST FINANCIAL CORPORATION 3,003 3,088
    WOODWARD INC 6,795 6,130
    WORKDAY INC 20,488 23,220
    WYNDHAM HOTELS & RESORTS INC C 5,961 7,351
    XINYI SOLAR HOLDINGS ADR 3,583 3,227
    ZEBRA TECHNOLOGIES CORP 16,274 19,642
    ZOETIS INC 35,529 46,854

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Guy and Shirley Lewis Foundation Ltd
    EIN:
    27-1717005
    US Government Securities - End of Year Book Value:

    159,283
    US Government Securities - End of Year Fair Market Value:

    160,732
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Guy and Shirley Lewis Foundation Ltd
    EIN:
    27-1717005
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AIP ALT LENDING ADVISORY   400,000 376,952
    BLACKSTONE BREIT   400,000 477,231
    BLACKSTONE PRIVATE CREDIT FUND   400,000 406,591
    CPG FOCUSED ACCESS FUND   500,000 531,684
    CPG VINTAGE ACCESS FUND IV   50,000 50,000

    TY 2021 OtherExpensesSchedule
    Name:
    Guy and Shirley Lewis Foundation Ltd
    EIN:
    27-1717005
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 6,500     6,500


    TY 2021 OtherIncomeSchedule2
    Name:
    Guy and Shirley Lewis Foundation Ltd
    EIN:
    27-1717005
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Distributions from alternative investmts 92,226 92,226  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Guy and Shirley Lewis Foundation Ltd
    EIN:
    27-1717005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 52,047 52,047