Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,297,155J 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) 104,363
2 Check right arrow.............
3 Interest on savings and temporary cash investments 13,778 13,778  
4 Dividends and interest from securities... 339,441 339,441  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 252,089
b Gross sales price for all assets on line 6a 777,404
7 Capital gain net income (from Part IV, line 2)... 252,089
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)....... Click to see attachment
List of Attached Documents:
// Content
50,143 50,148  
12 Total. Add lines 1 through 11........ 759,814 655,456  
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)....... Click to see attachment
List of Attached Documents:
// Content
20,000 10,000   10,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,895 658   1,571
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
161,175 161,175   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 271,070 171,833   35,871
25 Contributions, gifts, grants paid....... 388,684 388,684
26 Total expenses and disbursements. Add lines 24 and 25 659,754 171,833   424,555
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 100,060
b Net investment income (if negative, enter -0-) 483,623
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 57,195 31,521 31,521
2 Savings and temporary cash investments......... 42,684 227,730 227,730
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow30,203
Less: allowance for doubtful accounts right arrow0 47,167 30,203 30,203
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)....... 2,372,730 Click to see attachment
List of Attached Documents:
// Content
2,278,246 		3,838,347
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,059,929 Click to see attachment
List of Attached Documents:
// Content
3,311,561 		3,361,124
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,726 		Click to see attachment
List of Attached Documents:
// Content
808,230 		Click to see attachment
List of Attached Documents:
// Content
808,230
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,587,431 6,687,491 8,297,155
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
2,360 		Click to see attachment
List of Attached Documents:
// Content
2,360
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 right arrow
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 right arrow
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 6,585,071 6,685,131
29 Total net assets or fund balances (see instructions)..... 6,585,071 6,685,131
30 Total liabilities and net assets/fund balances (see instructions). 6,587,431 6,687,491
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
6,585,071
2
Enter amount from Part I, line 27a .....................
2
100,060
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,685,131
5
Decreases not included in line 2 (itemize) right arrow
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
6,685,131
Form 990-PF (2023)
Form 990-PF (2023)
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 BONY LITIGATION P   2023-12-31
b SIGNET JEWELERS LITIGATION P   2023-12-31
c VALEANT PHARMA LITIGATION P   2023-12-31
d PIMCO 2139 P   2023-12-31
e PIMCO 37 P   2023-12-31
MV I.5 P   2023-12-31
RENNAISANCE P   2023-12-31
MEDTRONIC PLC SHS P 2017-11-01 2023-10-19
MEDTRONIC PLC SHS P 2017-05-11 2023-10-19
MEDTRONIC PLC SHS P 2017-05-11 2023-10-16
MEDTRONIC PLC SHS P 2017-05-11 2023-09-20
MEDTRONIC PLC SHS P 2017-05-11 2023-09-19
MEDTRONIC PLC SHS P 2021-12-07 2023-06-02
MEDTRONIC PLC SHS P 2017-06-12 2023-06-02
MEDTRONIC PLC SHS P 2017-05-11 2023-06-02
MEDTRONIC PLC SHS P 2016-11-22 2023-06-02
MEDTRONIC PLC SHS P 2021-12-07 2023-03-10
ABBOTT LABS P 2017-05-11 2023-10-19
ABBOTT LABS P 2017-05-11 2023-09-20
ABBOTT LABS P 2017-05-11 2023-09-19
ABBOTT LABS P 2017-05-11 2023-09-12
ABBOTT LABS P 2017-05-11 2023-09-11
ABBOTT LABS P 2017-05-11 2023-03-31
ABBVIE INC SHS P 2022-10-13 2023-03-31
AIR PRODUCTS&CHEM P 2021-10-14 2023-03-31
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2020-12-11 2023-03-16
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2020-12-11 2023-03-15
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2020-12-10 2023-03-15
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2020-12-10 2023-03-02
AUTOMATIC DATA PROC P 2019-02-25 2023-03-31
AUTOMATIC DATA PROC P 2019-02-22 2023-03-31
BLACKROCK INC P 2017-05-11 2023-05-22
BLACKROCK INC P 2017-05-11 2023-05-19
BLACKROCK INC P 2017-05-11 2023-03-31
BLACKROCK INC P 2017-05-11 2023-03-15
BLACKROCK INC P 2017-05-11 2023-03-10
BLACKROCK INC P 2017-05-11 2023-02-22
BLACKROCK INC P 2017-05-11 2023-02-07
BLACKROCK INC P 2017-05-11 2023-01-23
BLACKROCK INC P 2022-06-06 2023-01-20
BLACKROCK INC P 2017-05-11 2023-01-20
BROADCOM INC P 2020-02-24 2023-12-14
BROADCOM INC P 2020-02-24 2023-08-09
BROADCOM INC P 2020-07-23 2023-07-18
BROADCOM INC P 2020-02-25 2023-07-18
BROADCOM INC P 2020-07-23 2023-07-06
BROADCOM INC P 2019-12-20 2023-07-06
BROADCOM INC P 2022-02-10 2023-06-20
BROADCOM INC P 2019-11-29 2023-06-20
BROADCOM INC P 2022-02-10 2023-03-31
CHEVRON CORP P 2022-11-18 2023-03-31
CISCO SYSTEMS INC COM P 2017-05-11 2023-03-31
CORNING INC P 2021-07-30 2023-10-11
CORNING INC P 2021-08-02 2023-03-31
CROWN CASTLE INC SHS P 2017-05-11 2023-09-20
CROWN CASTLE INC SHS P 2017-05-11 2023-09-19
CROWN CASTLE INC SHS P 2017-05-11 2023-09-12
CROWN CASTLE INC SHS P 2017-05-11 2023-09-11
CROWN CASTLE INC SHS P 2017-05-11 2023-08-29
CROWN CASTLE INC SHS P 2017-05-11 2023-08-28
CROWN CASTLE INC SHS P 2017-05-11 2023-08-17
CROWN CASTLE INC SHS P 2017-05-11 2023-06-05
CROWN CASTLE INC SHS P 2017-05-11 2023-06-02
FIDELITY NATL INFO SVCS INC P 2022-06-17 2023-03-16
FIDELITY NATL INFO SVCS INC P 2022-08-30 2023-03-15
FIDELITY NATL INFO SVCS INC P 2022-06-17 2023-03-15
FIDELITY NATL INFO SVCS INC P 2022-06-14 2023-03-15
FIDELITY NATL INFO SVCS INC P 2022-06-14 2023-02-23
FIDELITY NATL INFO SVCS INC P 2022-07-22 2023-02-22
FIDELITY NATL INFO SVCS INC P 2022-07-21 2023-02-22
FIDELITY NATL INFO SVCS INC P 2022-06-14 2023-02-22
HOME DEPOT INC P 2017-05-11 2023-03-31
ILLINOIS TOOL WORKS INC P 2017-05-11 2023-03-31
KEURIG DR PEPPER INC P 2022-02-03 2023-03-31
ELI LILLY & CO P 2019-11-13 2023-03-31
MARSH & MCLENNAN COS INC P 2017-09-08 2023-03-31
MCDONALDS CORP COM P 2023-03-02 2023-03-31
MICROSOFT CORP P 2017-05-11 2023-02-07
MICROSOFT CORP P 2017-05-11 2023-01-20
MONDELEZ INTERNATIONAL INC P 2023-03-10 2023-10-11
MONDELEZ INTERNATIONAL INC P 2023-03-10 2023-10-11
NEXTERA ENERGY INC SHS P 2017-05-11 2023-10-11
PNC FINCL SERVICES GROUP P 2022-04-26 2023-03-31
PAYCHEX INC P 2017-05-11 2023-03-31
PHILLIPS 66 SHS P 2018-04-23 2023-03-31
PROCTER & GAMBLE CO P 2022-04-05 2023-03-31
PROLOGIS INC P 2023-03-02 2023-12-14
PROLOGIS INC P 2023-03-03 2023-12-08
PROLOGIS INC P 2023-03-02 2023-12-08
QUALCOMM INC P 2020-08-27 2023-09-11
QUALCOMM INC P 2020-10-13 2023-02-07
QUALCOMM INC P 2020-08-27 2023-02-07
QUALCOMM INC P 2020-10-14 2023-01-20
QUALCOMM INC P 2020-10-13 2023-01-20
RTX CORP CORP P 2023-02-22 2023-12-14
REALTY INCM CRP MD PV$1. REIT P 2022-01-12 2023-10-11
REALTY INCM CRP MD PV$1. REIT P 2022-01-11 2023-10-11
SEMPRA P 2018-07-13 2023-03-31
STARBUCKS CORP P 2022-01-25 2023-03-31
STARBUCKS CORP P 2022-01-25 2023-03-02
TEXAS INSTRUMENTS P 2017-05-11 2023-03-31
TRUIST FINL CORP P 2017-06-08 2023-08-18
TRUIST FINL CORP P 2017-05-11 2023-08-18
TRUIST FINL CORP P 2017-05-11 2023-08-17
TRUIST FINL CORP P 2017-05-11 2023-08-10
TRUIST FINL CORP P 2017-05-11 2023-08-09
TRUIST FINL CORP P 2017-05-11 2023-07-31
TRUIST FINL CORP P 2017-05-11 2023-07-28
TRUIST FINL CORP P 2022-07-22 2023-06-20
TRUIST FINL CORP P 2022-07-21 2023-06-20
TRUIST FINL CORP P 2022-05-03 2023-06-20
TRUIST FINL CORP P 2022-05-02 2023-06-20
TRUIST FINL CORP P 2022-04-26 2023-06-20
TRUIST FINL CORP P 2017-05-11 2023-06-20
TRUIST FINL CORP P 2022-04-26 2023-03-31
US BANCORP P 2018-07-27 2023-03-31
US BANCORP P 2018-04-30 2023-03-31
UNITED PARCEL SVC CL B P 2021-11-10 2023-11-10
UNITED PARCEL SVC CL B P 2021-05-03 2023-11-10
UNITED PARCEL SVC CL B P 2021-11-11 2023-03-31
UNITED PARCEL SVC CL B P 2021-11-10 2023-03-31
ACTIVISION BLIZZARD INC P 2016-02-05 2023-10-13
BOSTON SCIENTIFIC CORP P 2018-02-02 2023-02-15
GENL DYNAMICS CORP COM P 2017-01-17 2023-02-15
GOLDMAN SACHS GROUP INC P 2019-12-10 2023-02-15
GOLDMAN SACHS GROUP INC P 2019-04-08 2023-02-15
NORTHROP GRUMMAN CORP P 2014-09-10 2023-02-15
NVIDIA P 2019-01-22 2023-04-04
NVIDIA P 2018-12-12 2023-04-04
NVIDIA P 2019-01-22 2023-02-15
JP MORGAN UNDISC MGRS BEHAVIORAL VAL FD CL R6 P 2017-06-01 2023-12-27
U.S. TREASURY BILL ZERO% OCT 05 2023 P 2023-04-04 2023-10-05
LUMA IX P   2023-12-31
LUMA XV P   2023-12-31
MV III P   2023-12-31
MV II P   2023-12-31
SEG P   2023-12-31
LUMA XVII P   2023-12-31
LUMA XXI P   2023-12-31
LUMA 25 P   2023-12-31
AG P   2023-12-31
ADJUSTMENT P   2023-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1     1
b 102     102
c 6,142     6,142
d 50,000   60,188 -10,188
e 122,520   127,819 -5,299
11,551     11,551
1,243     1,243
2,315   2,576 -261
2,749   3,144 -395
3,379   3,888 -509
2,474   2,482 -8
1,322   1,324 -2
251   340 -89
1,087   1,140 -53
1,003   993 10
1,003   1,002 1
3,248   4,764 -1,516
2,549   1,186 1,363
2,018   879 1,139
705   308 397
1,020   439 581
2,256   967 1,289
1,106   483 623
949   852 97
1,416   1,437 -21
2,038   2,171 -133
1,414   1,520 -106
1,414   1,534 -120
2,334   2,629 -295
663   461 202
221   153 68
5,377   3,052 2,325
9,379   5,341 4,038
667   381 286
631   381 250
1,916   1,144 772
2,761   1,526 1,235
3,685   1,907 1,778
739   381 358
2,224   2,030 194
2,965   1,526 1,439
5,544   1,459 4,085
2,594   876 1,718
4,506   1,575 2,931
901   295 606
847   315 532
1,695   636 1,059
2,611   1,824 787
870   323 547
1,901   1,824 77
652   724 -72
621   404 217
410   586 -176
492   588 -96
3,408   2,992 416
388   342 46
2,429   2,137 292
988   855 133
2,113   1,795 318
300   256 44
3,518   2,992 526
342   256 86
3,193   2,394 799
1,443   2,669 -1,226
1,958   3,547 -1,589
103   184 -81
824   1,539 -715
997   1,442 -445
1,139   1,683 -544
804   1,183 -379
1,875   2,692 -817
868   469 399
968   551 417
635   698 -63
1,025   339 686
1,328   656 672
560   532 28
2,357   615 1,742
3,829   1,094 2,735
693   716 -23
693   693 0
472   301 171
635   852 -217
572   285 287
597   665 -68
889   940 -51
2,809   2,585 224
1,902   2,020 -118
594   616 -22
3,426   3,609 -183
1,332   1,276 56
1,199   1,048 151
2,922   3,144 -222
1,339   1,403 -64
3,443   4,219 -776
152   215 -63
355   499 -144
450   349 101
725   679 46
4,586   4,363 223
1,667   723 944
2,068   3,107 -1,039
201   302 -101
2,867   4,273 -1,406
2,679   3,712 -1,033
3,234   4,403 -1,169
2,350   3,065 -715
4,421   5,784 -1,363
1,473   2,265 -792
752   1,154 -402
1,097   1,743 -646
595   928 -333
1,191   1,935 -744
909   1,252 -343
573   866 -293
535   789 -254
71   105 -34
3,152   4,862 -1,710
274   422 -148
575   644 -69
192   211 -19
91,200   30,523 60,677
23,508   13,810 9,698
30,051   22,896 7,155
22,236   13,334 8,902
20,383   11,110 9,273
39,347   10,944 28,403
17,743   2,396 15,347
29,386   3,956 25,430
34,894   5,803 29,091
25   21 4
48,836   48,836 0
    964 -964
11,402     11,402
867     867
599     599
331     331
3,071     3,071
10,958     10,958
    1 -1
351     351
    10 -10
9,682     9,682
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1
b       102
c       6,142
d       -10,188
e       -5,299
      11,551
      1,243
      -261
      -395
      -509
      -8
      -2
      -89
      -53
      10
      1
      -1,516
      1,363
      1,139
      397
      581
      1,289
      623
      97
      -21
      -133
      -106
      -120
      -295
      202
      68
      2,325
      4,038
      286
      250
      772
      1,235
      1,778
      358
      194
      1,439
      4,085
      1,718
      2,931
      606
      532
      1,059
      787
      547
      77
      -72
      217
      -176
      -96
      416
      46
      292
      133
      318
      44
      526
      86
      799
      -1,226
      -1,589
      -81
      -715
      -445
      -544
      -379
      -817
      399
      417
      -63
      686
      672
      28
      1,742
      2,735
      -23
      0
      171
      -217
      287
      -68
      -51
      224
      -118
      -22
      -183
      56
      151
      -222
      -64
      -776
      -63
      -144
      101
      46
      223
      944
      -1,039
      -101
      -1,406
      -1,033
      -1,169
      -715
      -1,363
      -792
      -402
      -646
      -333
      -744
      -343
      -293
      -254
      -34
      -1,710
      -148
      -69
      -19
      60,677
      9,698
      7,155
      8,902
      9,273
      28,403
      15,347
      25,430
      29,091
      4
      0
      -964
      11,402
      867
      599
      331
      3,071
      10,958
      -1
      351
      -10
      9,682
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 2 252,089
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 6,722
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 6,722
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 6,722
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,385
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,385
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,663
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,663 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowANDREW LEWIN Telephone no.right arrow (212) 362-1249

Located atright arrow515 WEST END AVENUE APT 11DNEW YORKNY ZIP+4right arrow10024
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
8,233,802
b
Average of monthly cash balances.......................
1b
292,491
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,526,293
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
8,526,293
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
127,894
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,398,399
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
419,920
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
419,920
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,722
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,722
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
413,198
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
413,198
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
413,198
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
424,555
b
Program-related investments—total from Part VIII-B..................
1b
0
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
424,555
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 413,198
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 388,684
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 424,555
a Applied to 2022, but not more than line 2a 388,684
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 2023 distributable amount..... 35,871
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		377,327
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		NONE PUBLIC GENERAL OPERATING SUPPORT 10,000

APERTURE FOUNDATION

547 WEST 27TH STREET 4TH FLOOR
NEW YORK,NY10001 		NONE PUBLIC GENERAL OPERATING SUPPORT 40,000

DARTMOUTH COLLEGE

DARTMOUTH COLLEGE
HANOVER,NH03755 		NONE PUBLIC GENERAL OPERATING SUPPORT 30,000

HAZON

125 MAIDEN LANE SUITE 8B
NEW YORK,NY10038 		NONE PUBLIC GENERAL OPERATING SUPPORT 15,000

JEWISH COMMUNAL FUND

575 MADISON AVENUE SUITE 703
NEW YORK,NY10022 		NONE PUBLIC GENERAL OPERATING SUPPORT 221,184

PHILLIP EXETER ACADEMY

20 NORTH MAIN STREET
EXETER,NH03833 		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000

THE JEWISH MUSEUM

1109 5TH AVE 92ND STREET
NEW YORK,NY10128 		NONE PUBLIC GENERAL OPERATING SUPPORT 67,500
Total .................................right arrow 3a 388,684
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 13,778  
4 Dividends and interest from securities ....     14 339,441  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 50,143  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 252,089  
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) .. 0 655,451 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
655,451
(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 (2023)
Form 990-PF (2023)
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.
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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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 4,363


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
INTERNATIONAL CENTER OF PHOTOGRAPHY
 
79 ESSEX STREET
 
NEW YORK, NY10002

$ 100,000


(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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 20,000 10,000   10,000

TY 2023 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
ABBOTT 4,438 11,117
ABBIVE 26,582 49,280
AIR PRODS&CHEM 22,478 39,153
AMGEN 7,286 7,489
ADP 12,762 24,695
BROADCOM 16,614 69,208
CHEVRON 31,542 38,483
CISCO 13,959 20,966
CME 6,112 6,107
DELL 6,044 6,426
ELI LILLY & CO 9,627 51,880
EXXON MOBIL 12,113 10,698
HOME DEPOT 14,533 32,229
ILLINOIS TOOL 10,614 20,169
LOCKHEED MARTIN 17,295 27,194
MARSCH & MCLENNAN 13,625 32,968
MCDONALDS 24,903 40,029
MERCK 32,912 48,841
MICROSOFT 4,649 25,571
MONDELEZ 35,502 48,456
NEXTERA ENERGY 17,791 29,702
PEPSICO 30,874 43,989
PHILLIPS 66 18,769 23,166
PNC FINL 34,880 35,306
P&G 35,844 41,031
PROLOGIS 18,476 27,460
QUALCOMM 11,838 14,897
RTX 12,296 10,602
SEMPRA 24,334 30,789
STARBUCKS 19,820 32,067
TEXAS INST 14,550 30,853
UPS 24,509 20,125
US BANCORP 35,416 34,191
CORNING 17,434 13,824
EVERSOURCE ENERGY 10,422 8,332
FASTENAL 7,116 8,291
KEURIG DR PEPPER 25,606 23,257
KINDER MORGAN 9,873 9,843
PAYCHEX 8,208 17,152
REALTY INCOME 27,198 26,700
REGIONS FINL 5,947 5,717
TRAVELERS 25,485 26,669
WEC 9,624 13,467
WILLIAMS CO 25,127 26,018
EATON CORP 17,584 37,327
JOHNSON CONTROLS 6,170 5,130
NXP SEMI 12,170 13,092
ALPHABET 24,828 121,200
AMAZON 23,662 115,474
APPLE 9,344 124,374
BLACKROCK 45,611 109,593
BLACKSTONE 15,697 30,112
BOSTON SCIENTIFIC 27,481 57,521
CITIGROUP 51,615 45,267
COSTCO 30,786 39,605
CVS 32,098 25,978
EOG 28,073 35,680
EQUINIX 45,723 53,961
GEN DYNAMICS 29,941 44,144
GOLDMAN SACHS 17,171 32,790
HONEYWELL 7,444 51,379
INTUITIVE SURG 16,059 23,615
JP MORGAN CHASE 35,025 91,004
JPM EXCH TRAD FD 147,870 148,446
MASTERCARD 15,896 20,046
MERCK 27,777 37,067
MICROSOFT 15,891 26,323
NEXTERA ENERGY 43,359 33,650
NORTHROP 10,944 39,792
NVIDIA 10,226 135,690
PALO ALTO 13,100 36,270
PROLOGIS 41,685 45,322
SALESFORCE 34,572 121,044
SERVICENOW 13,512 154,015
THERMO FISHER 28,450 29,724
VISA 18,653 23,692
AGILENT TECH 24,704 54,222
APTIV 39,433 55,626
IDEX 27,604 33,001
INSULET 25,545 21,915
L3HARRIS 29,400 27,381
TAKE-TWO INTERACTIVE 21,234 26,557
VANGUARD MIDCAP 17,226 26,986
JPM UNDISC MGRS 175,734 222,258
VANGUARD SM CAP 33,782 49,706
FANUC 26,099 18,699
NXP SEMI 25,070 79,240
ROCHE 16,044 13,659
VANGUARD DEV MKTS 43,074 52,930
VANGUARD EMERG MKTS 79,853 83,433

TY 2023 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 5,232 5,232
LUMA PEP IX FMV 4,046 4,046
LUMA PEP XV FMV 21,608 21,608
LUMA PEP XVII FMV 98,342 98,342
LUMA PEP XXI FMV 90,472 90,472
SEG PARTNERS FMV 286,974 286,974
MAVERICK CAPITAL 1.5 FMV 50,590 50,590
PIMCO - 1821 FMV 937,056 937,056
PIMCO - 35 FMV 150,521 150,521
PIMCO - 2075 FMV 375,000 375,000
PIMCO - 2139 FMV 145,645 145,645
MAVERICK CAPITAL II FMV 52,931 52,931
PIMCO - 122 FMV 150,511 150,511
LUMA PEP 24 FMV 54,000 54,000
LUMA PEP 25 FMV 42,623 42,623
MAVERICK CAPITAL III FMV 18,734 18,734
LUMA PEP 28 FMV 5,519 5,519
RESLAF PERPETUAL FD LP FMV 103,868 103,868
AG MTG VALUE PAR FMV 153,845 153,845
RENAISSANCE ACCESS FMV 57,928 57,928
BLACKSTONE RE INC TR FMV 194,543 244,106
PIMCO - 9450 FMV 100,000 100,000
PIMCO - 2066 FMV 172,809 172,809
ENTERPRISE PROD FMV 7,576 7,576
SYLVAN HEALTHCARE PROPERTIES FMV 31,188 31,188

TY 2023 OtherAssetsSchedule
Name:
ANDREW AND MARINA LEWIN FAMILY
 
FOUNDATION INC
EIN:
06-1685933
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSIT IN TRANSIT (PIMCO) 7,726 8,230 8,230
DEPOSIT IN TRANSIT (SEG PARTNERS) 0 800,000 800,000


TY 2023 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 36,689 36,689   0
PORTFOLIO DEDUCTIONS THRU LUMA PEP IX LLC 596 596   0
PORTFOLIO DEDUCTIONS THRU LUMA PEP XV 186 186   0
PORTFOLIO DEDUCTIONS THRU LUMA PEP XVII 581 581   0
INVESTMENT INTEREST THRU LUMA PEP XVII 249 249   0
INVESTMENT INTEREST THRU SEG PARTNERS 17,633 17,633   0
INVESTMENT INTEREST THRU LUMA PEP XXI LLC 38 38   0
PORTFOLIO DEDUCTIONS THRU LUMA PEP 25 LLC 2,250 2,250   0
INVESTMENT INTEREST THRU AG MORTGAGE VALUE PARTICIPATION LLC 6,235 6,235   0
INVESTMENT INTEREST THRU RENAISSANCE ACCESS LLC 799 799   0
PORTFOLIO DEDUCTIONS THRU RENAISSANCE ACCESS LLC 299 299   0
PORTFOLIO DEDUCTIONS THRU MAVERICK VENTURES ISRAEL II 1,807 1,807   0
PORTFOLIO DEDUCTIONS THRU LUMA PEP VI LLC 749 749   0
INVESTMENT INTEREST THRU MV III 43 43   0
PORTFOLIO DEDUCTIONS THRU AG MORTGAGE VALUE 3,060 3,060   0
INVESTMENT INTEREST THRU LUMA 24 557 557   0
INVESTMENT INTEREST THRU LUMA 25 2,067 2,067   0
OTHER EXPENSES THRU ENTERPRISE 1,038 1,038   0
OTHER EXPENSES THRU SEG PARTNERS II LP 64,455 64,455   0
PORTFOLIO DEDUCTIONS THRU MV III 1,347 1,347   0
OTHER EXPENSES THRU SYLVAN HEALTHCARE 5,388 5,388   0
OTHER EXPENSES THRU LUMA 28 2,744 2,744   0
OTHER EXPENSES THRU LUMA 25 266 266   0
INVESTMENT INTEREST THRU LUMA 28 1,206 1,206   0
PORTFOLIO DEDUCTIONS THRU LUMA PEP 28 1,927 1,927   0
PORTFOLIO DEDUCTIONS THRU LUMA PEP XXI 2,242 2,242   0
OTHER EXPENSES THRU RENNAISANCE 2,741 2,741   0
OTHER EXPENSES THRU LUMA XVII 494 494   0
PORTFOLIO DEDUCTIONS THRU MV I.5 521 521   0
PORTFOLIO DEDUCTIONS THRU RESALF 415 415   0
OTHER EXPENSES THRU LUMA XXI 2,553 2,553   0


TY 2023 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 464 464 464
MV II 12 12 12
RENAISSANCE ACCESS LLC -1 0 -1
ENTERPRISE PRODUCTS -4 0 -4
MV 1.5 34 34 34
MV III 2 2 2
AG MORTGAGE VALUE 1,700 1,700 1,700
SENIOR LOAN 126 126 126
SYLVAN HEALTHCARE PROP 47,810 47,810 47,810


TY 2023 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 2023 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 5,237 0   1,571
FOREIGN TAX 658 658   0
FEDERAL EXCISE TAX 3,000 0   0