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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE LEWIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 E FRANCIS STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ASPEN, CO81611
A Employer identification number

41-2063101
B Telephone number (see instructions)

(650) 804-7100
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$146,080,818J 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) 5,234,627
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,047,404 1,645,541  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,921,699
b Gross sales price for all assets on line 6a 13,892,447
7 Capital gain net income (from Part IV, line 2)... 2,153,082
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
1,436,297 146,153  
12 Total. Add lines 1 through 11........ 9,640,027 3,944,776  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,911 0   916
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
123,000 60,375   60,375
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
826,401 373,733   427,668
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
798,420 68,969   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,799 0   9,799
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
69,109 597,334   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,828,640 1,100,411   498,758
25 Contributions, gifts, grants paid....... 4,650,356 6,700,000
26 Total expenses and disbursements. Add lines 24 and 25 6,478,996 1,100,411   7,198,758
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,161,031
b Net investment income (if negative, enter -0-) 2,844,365
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 250,000 4,188 4,188
2 Savings and temporary cash investments......... 4,420,920 4,257,584 4,257,584
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 arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 39,502,524 Click to see attachment
List of Attached Documents:
// Content
45,823,658 		45,823,658
c Investments—corporate bonds (attach schedule)....... 3,761,678 Click to see attachment
List of Attached Documents:
// Content
3,656,706 		3,656,706
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).......... 83,743,692 Click to see attachment
List of Attached Documents:
// Content
91,983,500 		91,983,500
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
372,703 		Click to see attachment
List of Attached Documents:
// Content
355,182 		Click to see attachment
List of Attached Documents:
// Content
355,182
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 132,051,517 146,080,818 146,080,818
Liabilities 17 Accounts payable and accrued expenses.......... 8,000 36,245
18 Grants payable................. 4,824,735 2,775,091
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
0 		Click to see attachment
List of Attached Documents:
// Content
721,000
23 Total liabilities (add lines 17 through 22)......... 4,832,735 3,532,336
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........ 127,218,782 127,218,782
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 15,329,700
29 Total net assets or fund balances (see instructions)..... 127,218,782 142,548,482
30 Total liabilities and net assets/fund balances (see instructions). 132,051,517 146,080,818
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
127,218,782
2
Enter amount from Part I, line 27a .....................
2
3,161,031
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,168,669
4
Add lines 1, 2, and 3 ..........................
4
142,548,482
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
142,548,482
Form 990-PF (2024)
Form 990-PF (2024)
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 ALTERNATIVE INVESTMENTS P 2024-01-01 2024-12-31
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 10,892,447   10,092,943 799,504
b 3,000,000   1,646,422 1,353,578
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       799,504
b       1,353,578
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 2,153,082
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 39,537
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 39,537
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 39,537
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 19,269
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 32,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,269
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 45
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 11,687
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow11,687 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowCO
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 2024 or the taxable year beginning in 2024? 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrowAPERCEN PARTNERS LLC Telephone no.right arrow (650) 804-7100

Located atright arrow314 LYTTON AVEPALO ALTOCA ZIP+4right arrow94301
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
ADAM J LEWIS PRESIDENT
2.00 		0 0 0
100 E FRANCIS STREET
ASPEN,CO81611
MELONY M LEWIS VICE PRESIDENT
2.00 		0 0 0
100 E FRANCIS STREET
ASPEN,CO81611
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 (2024)
Form 990-PF (2024)
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
THE BRIDGESPAN GROUP INC PHILANTHROPY CONSULTING 332,417
2 COPLEY PL STE 3700B
BOSTON,MA02116
SUMMIT ROCK ADVISORS LP INVESTMENT MANAGEMENT 303,522
9 WEST 57TH ST 18TH FL
NEW YORK,NY10019
APERCEN PARTNERS LLC ACCOUNTING & CONSULTING 120,750
314 LYTTON AVE
PALO ALTO,CA94301
SSI (US) INC RECRUITING 105,050
353 N CLARK STE 2400
CHICAGO,IL60654
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  
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 FINANCING FOR 1 DOCUMENTARY FILM THROUGH IMPACT PARTNERS FILM SERVICES LLC TO RAISE AWARENESS ABOUT SOCIAL ISSUES IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSES. 8,333
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow8,333
Form 990-PF (2024)
Form 990-PF (2024)
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
46,563,865
b
Average of monthly cash balances.......................
1b
3,694,559
c
Fair market value of all other assets (see instructions)................
1c
91,983,500
d
Total (add lines 1a, b, and c).........................
1d
142,241,924
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
142,241,924
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,133,629
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
140,108,295
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,005,415
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
7,005,415
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
39,537
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,537
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,965,878
4
Recoveries of amounts treated as qualifying distributions................
4
25,855
5
Add lines 3 and 4............................
5
6,991,733
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
6,991,733
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
7,198,758
b
Program-related investments—total from Part VIII-B..................
1b
8,333
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
7,207,091
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,991,733
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,477,866
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,207,091
a Applied to 2023, but not more than line 2a 2,477,866
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 2024 distributable amount..... 4,729,225
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		2,262,508
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
ADAM J LEWIS
MELONY M LEWIS
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ASPEN COMMUNITY FOUNDATION

455 GOLD RIVERS CT STE 515
BASALT,CO81621 		  PC SUPPORT NONPROFIT ORGANIZATIONS BY CONNECTING DONORS TO COMMUNITY NEEDS 1,000,000

ASPEN COUNTRY DAY SCHOOL INC

300 MUSIC SCHOOL RD
ASPEN,CO81611 		  PC TEACHER WELLNESS FUND 1,000,000

EARTHJUSTICE

50 CALIFORNIA ST STE 500
SAN FRANCISCO,CA94111 		  PC GENERAL SUPPORT 500,000

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PL STE 200
BOULDER,CO80301 		  PC GENERAL SUPPORT 1,000,000

THE ASPEN INSTITUTE INC

2300 N ST NW STE 700
WASHINGTON,DC20037 		  PC FOOD & SOCIETY PROGRAM 200,000

THE ASPEN INSTITUTE INC

2300 N ST NW STE 700
WASHINGTON,DC20037 		  PC GENERAL SUPPORT 1,000,000

THE ASPEN INSTITUTE INC

2300 N ST NW STE 700
WASHINGTON,DC20037 		  PC GENERAL SUPPORT 2,000,000
Total .................................right arrow 3a 6,700,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 1,047,404  
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 1,436,297  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 6,509 18 1,915,190  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aALTERNATIVE INVESTMENTS 		900099 -8,827 14 8,827  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -2,318 4,407,718 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,405,400
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE LEWIS FOUNDATION
 
Employer identification number

41-2063101
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE LEWIS FOUNDATION
  		Employer identification number
41-2063101
Part I
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
ADAM & MELONY LEWIS
 
100 E FRANCIS ST
 
ASPEN, CO81611

$ 5,109,627


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ADAM J LEWIS CHARITABLE LEAD ANNUITY TRUST
 
100 E FRANCIS ST
 
ASPEN, CO81611

$ 125,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE LEWIS FOUNDATION
  		Employer identification number

41-2063101
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
1
 PUBLICLY TRADED SECURITIES $ 3,599,627 2024-12-27
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE LEWIS FOUNDATION
  		Employer identification number

41-2063101
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 123,000 60,375   60,375

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

TY 2024 ExpenditureResponsibilityStmt
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
BRODY DOCUMENTARY LLC
  		1000 BRASS ST
AUSTIN,TX78702 		2017-08-30 13,462 IMPACT PARTNERS FILM "DEAR MR. BRODY" - RAISING AWARENESS ABOUT THE COMPLEXITIES OF CHARITABLE GIVING 13,462 NONE 3/22/18 3/26/19 4/5/20 3/17/21 3/10/22 3/16/23 3/7/24 2/27/25   N/A
FLY MOVIE LLC
  		181 N 11TH ST STE 405
BROOKLYN,NY11211 		2017-09-01 20,917 IMPACT PARTNERS FILM "FLY" - RAISING AWARENESS ABOUT THE RISKS AND BENEFITS OF EXTREME SPORTS 20,917 NONE 3/25/19 6/2/20 2/23/21 3/14/22 3/6/23 4/10/24 4/7/25   N/A
THE TELEVISION EVENT LLC
  		8 THE GREEN STE A
DOVER,DE19901 		2018-10-25 6,462 IMPACT PARTNERS FILM "TELEVISION EVENT" (DEVELOPMENT) - RAISING AWARENESS ABOUT THE ROLE OF TELEVISION DURING THE NUCLEAR ARMS RACE 6,462 NONE 4/3/19 3/19/20 10/24/21 3/24/22 3/17/23 2/9/24 3/13/25   N/A
WE CALL BS LLC
  		20 W 27TH ST 3
NEW YORK,NY10001 		2019-05-31 17,593 IMPACT PARTNERS FILM "US KIDS" - RAISING AWARENESS ABOUT GUN REFORM 17,593 NONE 4/13/20 4/12/21 3/18/22 3/17/23 4/15/24   N/A
RECKLESS GIVING LLC
  		1229 DEAN ST 3
BROOKLYN,NY11216 		2019-07-12 3,158 IMPACT PARTNERS FILM "CONFESSIONS OF A GOOD SAMARITAN" (FKA UNTITLED PENNY LANE ALTRUISM PROJECT) - RAISING AWARENESS ABOUT ISSUES OF ALTRUISM, ORGAN DONATION AND TECHNOLOGY/MEDICAL ETHICS 3,158 NONE 3/18/21 2/28/22 3/1/23 3/6/24 3/14/25   N/A
TELEVISION EVENT PTY LTD
  		98 BEAVERS RD
NORTHCOTE,VICTORIA3070
AS 		2019-12-18 21,154 IMPACT PARTNERS FILM "TELEVISION EVENT" (STAGE 2) - RAISING AWARENESS ABOUT THE ROLE OF TELEVISION DURING THE NUCLEAR ARMS RACE 21,154 NONE 3/19/20 10/24/20 3/24/22 3/17/23 2/19/24 3/13/25   N/A
THE GRAB LLC
  		222 SUTTER STREET FL 6
SAN FRANCISCO,CA94108 		2019-12-17 8,333 IMPACT PARTNERS FILM "THE GRAB" - RAISING AWARENESS ABOUT ACCESS TO FOOD AND WATER 8,333 NONE 4/8/20 3/1/21 3/9/22 3/16/23 2/26/24 3/3/25   N/A
GREEN NEW DEAL DOCUMENTARY LLC
  		599 20TH ST
BROOKLYN,NY11218 		2020-01-17 3,571 IMPACT PARTNERS FILM "TO THE END" (FKA GREEN NEW DEAL) (DEVELOPMENT) - RAISING AWARENESS ABOUT CLIMATE CHANGE, POLITICAL ACTIVISM AND FEMALE LEADERSHIP 3,571 NONE 3/24/21 3/17/22 3/16/23 3/20/24 3/13/25   N/A
ADMISSIONS GRANTED LLC
  		265 WEST 122ND ST A
NEW YORK,NY10027 		2020-02-12 1,167 IMPACT PARTNERS FILM "ADMISSIONS GRANTED" (FKA UNTITLED AFFIRMATIVE ACTION PROJECT) - RAISING AWARENESS ABOUT EDUCATION, DIVERSITY, RACIAL AND SOCIOECONOMIC EQUALITY 1,167 NONE 3/11/21 2/24/22 3/14/23 3/1/24   N/A
TERTULIA PICTURES LLC
  		8800 WILSHIRE BLVD STE 200
BEVERLY HILLS,CA90211 		2020-08-12 2,500 IMPACT PARTNERS FILM "MIJA" (DEVELOPMENT) - RAISING AWARENESS ABOUT MINORITY REPRESENTATION IN MASS MEDIA, IMMIGRATION AND NARRATIVES OF LATINX AND FEMALE EMPOWERMENT 2,500 NONE 3/22/21 4/8/22 3/21/23 3/11/24   N/A
REAL LAVA (FKA SIGGI PRODUCTION)
  		VALDEMARSGADE 2 5TH
KOBENHAVN V   1665
DA 		2020-08-19 3,226 IMPACT PARTNERS FILM "UNDER THE SKY OF DAMASCUS" (FKA A SONG FOR SUMMER AND WINTER) (DEVELOPMENT) - RAISING AWARENESS ABOUT THE IMPACT OF WAR IN SYRIA 3,226 NONE 4/8/21 4/20/22 3/17/23 4/1/24 3/20/25   N/A
AFTERIMAGE PUBLIC MEDIA
  		39 MESA ST STE 206
SAN FRANCISCO,CA94129 		2020-11-03 3,224 IMPACT PARTNERS FILM "THE WHITE HOUSE EFFECT" (FKA UNTITLED CLIMATE CHANGE PROJECT) (DEVELOPMENT) - RAISING AWARENESS ABOUT THE ORIGINS AND TRAJECTORY OF THE CLIMATE CRISIS 3,224 NONE 3/12/21 3/23/22 3/1/23 2/23/24 3/10/25   N/A
GOODHUE PICTURES INC
  		41 CENTRE ST 6TH FLOOR
NEW YORK,NY10013 		2021-02-19 4,348 IMPACT PARTNERS FILM "AILEY" - RAISING AWARENESS ABOUT BLACK HISTORY AND THE ROLE OF ART AND DANCE IN SOCIETY 4,348 NONE 3/28/22 3/29/23 3/7/24 4/1/25   N/A
SUBLIME PRODUCTIONS LLC
  		551 FIFTH AVE STE 400
NEW YORK,NY10176 		2021-02-26 13,889 IMPACT PARTNERS FILM "APOCALYPSE IN THE TROPICS" (FKA DYSTOPIA) - RAISING AWARENESS ABOUT THE INTERSECTION OF RELIGION AND POLITICS 13,889 NONE 3/4/22 3/6/23 3/15/24 3/10/25   N/A
PSF C19 LLC
  		133 W 19TH ST
NEW YORK,NY10011 		2021-03-17 20,000 IMPACT PARTNERS FILM "HOW TO SURVIVE A PANDEMIC" (FKA UNTITLED VACCINE RACE PROJECT) - RAISING AWARENESS ABOUT THE DEVELOPMENT OF THE COVID-19 VACCINE 20,000 NONE 3/24/22 3/21/23 3/20/24   N/A
LIFE LIFE LLC
  		8011 S HALLDALE AVE
LOS ANGELES,CA90017 		2021-07-14 10,526 IMPACT PARTNERS FILM "SONGS FROM THE HOLE" (FKA LIFE + LIFE) - RAISING AWARENESS ABOUT CRIMINAL JUSTICE REFORM, RESTORATIVE JUSTICE AND THE POWER OF MUSIC AND ART TO INSPIRE CHANGE 10,000 NONE 3/17/22 3/11/23 4/3/24 3/21/25   N/A
GREEN NEW DEAL DOCUMENTARY LLC
  		599 20TH ST
BROOKLYN,NY11218 		2021-07-20 10,870 IMPACT PARTNERS FILM "TO THE END" (FKA THE GREEN NEW DEAL PROJECT) (COMPLETION FUNDING) - RAISING AWARENESS ABOUT CLIMATE CHANGE, POLITICAL ACTIVISM AND FEMALE LEADERSHIP 10,870 NONE 3/17/22 3/16/23 3/20/24 3/13/25   N/A
FIYO FILMS LLC
  		1776 BROADWAY STE 701
NEW YORK,NY10019 		2021-10-12 10,938 IMPACT PARTNERS FILM "A KING LIKE ME" (FKA UNTITLED NEW ORLEANS PROJECT) - RAISING AWARENESS ABOUT THE HISTORY OF BLACK CULTURE IN NEW ORLEANS 9,297 NONE 3/21/22 3/17/23 3/15/24 3/27/25   N/A
OYSTER PRODUCTIONS LLC
  		9100 WILSHIRE BLVD STE 450E
BEVERLY HILLS,CA90212 		2021-11-22 11,765 IMPACT PARTNERS FILM "BILLY PRESTON: THAT'S THE WAY GOD PLANNED IT" (FKA UNTITLED BILLY PRESTON PROJECT) - RAISING AWARENESS ABOUT LGBTQ+ ACCEPTANCE AND BLACK ARTIST REPRESENTATION IN THE MUSIC INDUSTRY 11,177 NONE 3/10/22 3/3/23 3/4/24 3/21/25   N/A
NEUTRAL PRODUCTIONS LIMITED
  		BARN HOUSE SALTHILL RD
CHICHESTER   PO19 3PY
UK 		2021-04-12 4,286 IMPACT PARTNERS FILM "THE SHEPHERD AND THE BEAR" (FKA SHOOT THE BEAR) (DEVELOPMENT) - RAISING AWARENESS ABOUT INTERNATIONAL WILDLIFE CONFLICTS 4,286 NONE 3/16/22 3/6/23 3/15/24 3/17/25   N/A
GEBRUDER BEETZ FILMPRODUKTION BERLIN GMBH & CO KG
  		BISMARCKSTRASSE 11-13
COLOGNE   50672
GM 		2021-08-16 1,448 IMPACT PARTNERS FILM "ETERNAL YOU" (DEVELOPMENT) - RAISING AWARENESS ABOUT THE ETHICS OF NEW TECHNOLOGIES 1,448 NONE 3/16/22 3/17/23 3/20/24 3/12/25   N/A
32 SOUNDS LLC
  		800 POLAND AVE
NEW ORLEANS,LA70117 		2021-08-26 4,667 IMPACT PARTNERS FILM "32 SOUNDS" (DEVELOPMENT) - RAISING AWARENESS ABOUT THE POWER OF SOUND TO IMPACT THE HUMAN EXPERIENCE 4,667 NONE 2/25/22 2/28/23 2/27/24 3/11/25   N/A
BABY DOE LLC
  		389 E 2ND ST APT 2
BROOKLYN,NY11218 		2022-02-16 3,676 IMPACT PARTNERS FILM "UNTITLED BABY DOE PROJECT" (DEVELOPMENT) - RAISING AWARENESS ABOUT RELIGION, PREGNANCY DENIAL AND REPRODUCTIVE RIGHTS 3,676 NONE 3/8/23 3/12/24 3/18/25   N/A
REDACTED MEDIA LLC
  		417 N AVE 61
LOS ANGELES,CA90042 		2022-01-13 6,579 IMPACT PARTNERS FILM "THE BITTER PILL" - RAISING AWARENESS ABOUT THE OPIOID CRISIS 5,921 NONE 3/5/23 2/26/24 3/19/25   N/A
ANOTHER BODY LTD
  		174 TRELLICK TOWER 5 GOLBORNE RD
LONDON   W105 UUU
UK 		2022-03-23 8,750 IMPACT PARTNERS FILM "ANOTHER BODY" - RAISING AWARENESS ABOUT THE INTERSECTION OF TECHNOLOGY, TRAUMA AND ABUSE TOWARDS YOUNG WOMEN 8,750 NONE 3/6/23 3/14/24   N/A
MARIACHI OSMOSIS LLC
  		425 EAST 53RD ST
NEW YORK,NY10022 		2022-05-26 8,333 IMPACT PARTNERS FILM "GOING VARSITY IN MARIACHI" - RAISING AWARENESS ABOUT THE IMPORTANCE OF MARIACHI CULTURE AMONG THE TEXAS BORDERLANDS' YOUTH 8,333 NONE 3/18/23 4/18/24 2/26/25   N/A
FLOWERS IN FOG LLC
  		26 BROADWAY 14TH FLOOR
NEW YORK,NY10004 		2022-10-04 16,667 IMPACT PARTNERS FILM "MISTRESS DISPELLER" - RAISING AWARENESS ABOUT MODERN CHINESE SOCIETY AND CULTURE 16,667 NONE 3/14/23 2/23/24 3/17/25   N/A
HOMEGROWN FILMS LLC
  		1296 WILLOUGHBY AVE
BROOKLYN,NY11237 		2022-10-05 7,143 IMPACT PARTNERS FILM "HOMEGROWN" - RAISING AWARENESS ABOUT AMERICAN POLITICS 7,143 NONE 3/28/23 3/20/24 3/25/25   N/A
REAL LAVA APS
  		PEBLINGE DOSSERING 14 3TH
KOBENHAVN   2200
DA 		2022-10-26 15,385 IMPACT PARTNERS FILM "VIKTOR" (FKA UNTITLED OLIVER SARBIL DOCUMENTARY) - RAISING AWARENESS ABOUT THE DEAF EXPERIENCE AND THE IMPACT OF WAR 15,385 NONE 3/17/23 3/1/24 3/10/25   N/A
PUNCHING MANTIS SHRIMP LLC
  		348 EASTERN PARKWAY 3L
BROOKLYN,NY11225 		2022-10-24 2,206 IMPACT PARTNERS FILM "UNTITLED JESSICA KINGDON PROJECT" (DEVELOPMENT) - RAISING AWARENESS ABOUT THE IMPACT OF GLOBAL FOOD INDUSTRIES AND SUPPLY CHAINS ON ANIMALS 2,206 NONE 3/17/23 3/11/24 3/20/25   N/A
STUDIO CITIZEN LIMITED
  		THE OLD WORKSHOP 1 ECCLESALL RD
SOUTH
SHEFFIELD   S11 9PA
UK 		2022-11-10 3,788 IMPACT PARTNERS FILM "UNTITLED CAROLE CADWALLADR PROJECT" (DEVELOPMENT) - RAISING AWARENESS ABOUT THE ISSUES OF PRIVACY, TECHNOLOGY AND SOCIAL MEDIA 3,788 NONE 3/24/23 4/18/24 4/1/25   N/A
WE ARE PAT LLC
  		1300 N ASTOR 10C
CHICAGO,IL60610 		2023-08-24 8,824 IMPACT PARTNERS FILM "WE ARE PAT" - RAISING AWARENESS ABOUT GENDER IDENTITY AND REPRESENTATION 8,382 NONE 3/18/24 3/17/25   N/A
FEMINISM FILM LLC
  		207 EAST 74TH ST 8F
NEW YORK,NY10021 		2023-10-19 2,206 IMPACT PARTNERS FILM "UNTITLED FEMINIST REVOLUTION FILM" (FKA THE TROUBLE WITH BETTY) (DEVELOPMENT) - RAISING AWARENESS ABOUT THE HISTORY OF THE WOMEN'S MOVEMENT 2,096 NONE 3/7/24 3/18/25   N/A
NALA PRODUCTIONS LLC
  		55 WASHINGTON ST STE 656
BROOKLYN,NY11201 		2023-12-21 8,261 IMPACT PARTNERS FILM "UNTITLED MEGAN RAPINOE PROJECT" - RAISING AWARENESS ABOUT WOMEN IN PROFESSIONAL SPORTS 5,370 NONE 3/8/24 3/25/25   N/A
FOLK FILM LLC
  		247 WATER ST STE 206
BROOKLYN,NY11201 		2023-10-27 8,788 IMPACT PARTNERS FILM "FOLKTALES" - RAISING AWARENESS ABOUT YOUNGER GENERATIONS' CONNECTIONS TO THE NATURAL WORLD 8,349 NONE 4/10/24 3/21/25   N/A
DOX DIVISION AS
  		FILIPSTADVEIEN 15
OSLO   N-0250
NO 		2023-12-14 3,676 IMPACT PARTNERS FILM "FACING WAR" (DEVELOPMENT) - RAISING AWARENESS ABOUT THE IMPORTANCE OF GLOBAL DIPLOMACY 3,493 NONE 3/15/24 3/30/25   N/A
THE RIVER PICTURE LLC
  		325 CLINTON AVE 3F
BROOKLYN,NY11205 		2024-07-15 8,333 IMPACT PARTNERS FILM "THE RIVER" - RAISING AWARENESS ABOUT THE ENVIRONMENTAL IMPACTS OF ATTEMPTS TO CONTROL THE MISSISSIPPI RIVER 5,417 NONE 3/20/25   N/A

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES 20 PLUS YEAR TREASURY BOND ETF 1,827,555 1,827,555
SCHWAB STRATEGIC TR US TIPS ETF 1,829,151 1,829,151

TY 2024 InvestmentsCorpStockSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC 87,326 87,326
AAC TECHNOLOGIES HOLDINGS 1,639 1,639
ABB LTD 6,177 6,177
ABBOTT LABS 361,047 361,047
ABBVIE INC 278,278 278,278
ACCENTURE PLC IRELAND 363,047 363,047
ADIDAS AG 23,258 23,258
ADOBE INC 137,851 137,851
ADT INC 3,579 3,579
ADVANCED MICRO DEVICES INC 176,112 176,112
AECOM 4,380 4,380
AEGON NV 92,102 92,102
AENA SME SA 77,150 77,150
AEON CO LTD 2,098 2,098
AGCO CORP 2,898 2,898
AGILENT TECHNOLOGIES INC 170,209 170,209
AGNICO EAGLE MINES LTD 28,547 28,547
AGRICULTURAL BANK 74,362 74,362
AIA GROUP LTD 22,393 22,393
AIRBNB INC 3,942 3,942
AJINOMOTO CO INC 111,639 111,639
ALIBABA GROUP HOLDING 71,224 71,224
ALIGN TECHNOLOGY INC 1,251 1,251
ALLIANZ SE 238,517 238,517
ALLSTATE CORP 57,837 57,837
ALNYLAM PHARMA INC 8,236 8,236
ALPHABET INC 1,061,286 1,061,286
AMADEUS IT GROUP SA 20,104 20,104
AMAZON.COM INC 932,846 932,846
AMEDISYS INC 11,530 11,530
AMERICAN EXPRESS CO 54,016 54,016
AMERICAN INTERNATIONAL GROUP 29,557 29,557
AMERICAN STATES WATER 389 389
AMERICAN TOWER CORPORATION 12,288 12,288
AMERICAN WATER WORKS 335,127 335,127
AMGEN INC 40,660 40,660
ANALOG DEVICES INC 15,722 15,722
ANGLO AMERICAN PLATINUM LTD 13,686 13,686
ANTA SPORTS PRODUCTS LTD 24,323 24,323
ANZ GROUP HOLDINGS LTD 17,168 17,168
AON PLC 88,713 88,713
APPLE INC 1,986,582 1,986,582
APPLIED MATERIALS INC 8,945 8,945
APTARGROUP INC 50,115 50,115
ARCH CAPITAL GROUP LTD 18,378 18,378
ARISTA NETWORKS INC 18,569 18,569
ARROW ELECTRONICS 12,217 12,217
ARTHUR J GALLAGHER & CO 56,770 56,770
ASE TECHNOLOGY HOLDING CO LTD 30,663 30,663
ASHTEAD GROUP PLC 6,602 6,602
ASML HOLDING NV 50,595 50,595
ASPEN TECHNOLOGY INC 6,740 6,740
ATLAS COPCO AB 31,350 31,350
ATMOS ENERGY CORP 42,756 42,756
AUO CORP 4 4
AUTODESK INC 28,375 28,375
AUTOMATIC DATA PROCESSING INC 123,239 123,239
AUTOZONE INC 105,666 105,666
AVALONBAY COMMUNITIES INC 48,393 48,393
AVERY DENNISON CORP 35,368 35,368
AVNET INC 3,767 3,767
AXA 206,791 206,791
AXON ENTERPRISE INC 14,264 14,264
AZENTA INC 12,900 12,900
B3 SA BRASIL BOLSA 58,422 58,422
BAIDU INC 13,911 13,911
BAKER HUGHES CO 209,489 209,489
BANCO BILBAO VIZCAYA 51,613 51,613
BANCO DE CHILE 23 23
BANCO SANTANDER CHILE 62,691 62,691
BANCOLOMBIA SA 27,697 27,697
BANK OF AMERICA CORP 30,106 30,106
BANK OF CHINA 237,181 237,181
BANK OF MONTREAL 99,476 99,476
BANK OF NEW YORK MELLON CORP 27,812 27,812
BANK OF NOVA SCOTIA 2,364 2,364
BAXTER INTERNATIONAL INC 20,587 20,587
BAYERISCHE MOTOREN WERKE 29,986 29,986
BDO UNIBANK INC 10,863 10,863
BECTON DICKINSON & CO 7,714 7,714
BELLRING BRANDS INC 14,089 14,089
BEST BUY CO 118,147 118,147
BILIBILI INC 30,841 30,841
BIOGEN INC 12,692 12,692
BIO-TECHNE CORP 12,389 12,389
BOC HONG KONG HOLDINGS LTD 74,770 74,770
BOLIDEN AB 63,451 63,451
BOOKING HOLDINGS INC 39,747 39,747
BOOZ ALLEN HAMILTON HOLDING CORP 33,591 33,591
BOSTON SCIENTIFIC CORP 75,565 75,565
BRAMBLES LTD 30,658 30,658
BROADCOM INC 477,590 477,590
BROADRIDGE FINANCIAL SOLUTIONS LLC 14,922 14,922
BROWN & BROWN INC 2,857 2,857
BROWN FORMAN CORP 57,464 57,464
BRUKER CORP 8,676 8,676
BUNGE LTD 1,166 1,166
BUNZL PLC 30,019 30,019
BURLINGTON STORES INC 90,649 90,649
BYD CO LTD 8,972 8,972
CACI INTERNATIONAL INC 10,102 10,102
CADENCE DESIGN SYSTEMS INC 38,158 38,158
CALIFORNIA WATER SERVICE GROUP 11,514 11,514
CANADIAN IMPERIAL BANK OF COMMERCE 207,078 207,078
CAPITAL ONE FINANCIAL CORP 11,591 11,591
CARDINAL HEALTH INC 97,454 97,454
CASEY'S GENERAL STORES INC 28,132 28,132
CATERPILLAR INC 36,276 36,276
CBIZ INC 41,651 41,651
CBOE GLOBAL MARKETS INC 183,285 183,285
CBRE GROUP INC 126,695 126,695
CENCORA INC 178,396 178,396
CENTRAL JAPAN RAILWAY CO 991 991
CGI INC 52,911 52,911
CH ROBINSON WORLDWIDE INC 81,210 81,210
CHAMPIONX CORPORATION 10,087 10,087
CHARLES SCHWAB CORP 2,664 2,664
CHECK POINT SOFTWARE TECH LTD 44,995 44,995
CHINA CONSTRUCTION BANK CORP 14,723 14,723
CHIPOTLE MEXICAN GRILL INC 86,108 86,108
CHUBB LTD 5,526 5,526
CIGNA CORP 12,806 12,806
CINTAS CORP 24,116 24,116
CISCO SYSTEMS INC 278,418 278,418
CITIGROUP INC 40,967 40,967
CITIZENS FINANCIAL GROUP INC 2,188 2,188
CME GROUP INC 349,506 349,506
CNH INDUSTRIAL NV 49,263 49,263
COCA-COLA EUROPACIFIC PARTNERS 378,366 378,366
COCA-COLA FEMSA SA 14,098 14,098
COCA-COLA HBC AG 12,629 12,629
COGNIZANT TECHNOLOGY SOLUTIONS CORP 15,841 15,841
COLOPLAST AA 12,239 12,239
COMMONWEALTH BANK OF AUSTRALIA 375,944 375,944
COMPAGNIE DE ST GOBAIN SA 18 18
COMPAGNIE FINANCIERE RICHEMONT SA 32,333 32,333
COMPANHIA ENERGETIC 4,506 4,506
COMPANHIA PARANAENSE 88,025 88,025
COMPASS GROUP PLC 92,876 92,876
CONAGRA BRANDS INC 11,267 11,267
CONSENSUS CLOUD SOLUTION 24 24
CONSOLIDATED EDISON INC 151,959 151,959
CONSTELLATION BRANDS INC 22,100 22,100
COOPER COMPANIES 368 368
COPART INC 4,132 4,132
CORE LABORATORIES NV 12,411 12,411
CSL LTD 51,398 51,398
CUMMINS INC 12,898 12,898
CVS HEALTH CORP 2,245 2,245
DAI NIPPON PRINT 54,906 54,906
DAITO TRUST CONSTRUCTION 7,627 7,627
DAIWA HOUSE INDUSTRIES CO LTD 278,510 278,510
DANAHER CORP 181,804 181,804
DASSAULT SYSTEMES SE 37,230 37,230
DECKERS OUTDOOR CORP 102,357 102,357
DEERE & CO 178,378 178,378
DELL TECHNOLOGIES 34,572 34,572
DEN DANSKE BANK AS 38,559 38,559
DEUTSCHE BANK AG 33,043 33,043
DEUTSCHE BOERSE AG 32,674 32,674
DIAGEO PLC 248,793 248,793
DNB BANK ASA 223,835 223,835
DOLLAR GENERAL CORP 3,488 3,488
DOMINOS PIZZA INC 40,297 40,297
DOVER CORP 3,564 3,564
EAST JAPAN RAILWAY 19,762 19,762
EDWARDS LIFESCIENCES CORP 11,697 11,697
ELECTRONIC ARTS 31,601 31,601
ELEVANCE HEALTH INC 185,926 185,926
EMBOTELLADORA ANDINA SA 18 18
ENN ENERGY HOLDINGS 32,144 32,144
EPIROC AKTIEBOLAG 9,756 9,756
ERIE INDEMNITY CO 33,803 33,803
ESSENTIAL UTILITIES INC 10,170 10,170
EVERSOURCE ENERGY 142,599 142,599
EXELON CORP 29,171 29,171
EXPEDIA GROUP INC 3,168 3,168
EXPEDITORS INTERNATIONAL WASH INC 60,259 60,259
EXPERIAN PLC 27,689 27,689
EXPONENT INC 22,899 22,899
FAIR ISAAC & CO INC 207,057 207,057
FAST RETAILING CO LTD 53,883 53,883
FERGUSON ENTERPRISES INC 15,274 15,274
FERRARI NV 43,759 43,759
FIDELITY NATIONAL INFORMATION SERVICES INC 2,423 2,423
FIRST BANCORP 2,361 2,361
FISERV INC 31,635 31,635
FIVE BELOW 5,353 5,353
FLOWERS FOODS INC 19,730 19,730
FLUOR CORP 4,833 4,833
FORTESCUE METALS 80,693 80,693
FORTUNE BRANDS INNOVATIONS INC 4,168 4,168
FTI CONSULTING INC 32,301 32,301
FUJITSU LTD 85,693 85,693
GARTNER INC 10,174 10,174
GE AEROSPACE 58,710 58,710
GE HEALTHCARE TECHNOLOGIES 1,955 1,955
GEELY AUTOMOBILE HOLDINGS 38,985 38,985
GEN DIGITAL INC 53,610 53,610
GENMAB AS 626 626
GILEAD SCIENCES INC 67,061 67,061
GODADDY INC 66,711 66,711
GOLD FIELDS LTD 67,518 67,518
GOLDMAN SACHS GROUP INC 212,442 212,442
GREIF INC 8,481 8,481
GXO LOGISTICS INC 305 305
H WORLD GROUP LIMITED 39,966 39,966
HALOZYME THERAPEUTIC 18,598 18,598
HANG SENG BANK 103,651 103,651
HANNOVER RUECKVERSICHERUNG SE 4,238 4,238
HANOVER INSURANCE GROUP INC 3,712 3,712
HARTFORD FINANCIAL SERVICES GROUP INC 71,548 71,548
HASBRO INC 25,663 25,663
HCA HEALTHCARE INC 41,421 41,421
HDFC BANK LTD 80,400 80,400
HEICO CORP 21,872 21,872
HELMERICH & PAYNE INC 7,525 7,525
HERMES INTERNATIONAL 100,393 100,393
HERSHEY CO 195,769 195,769
HEWLETT PACKARD ENTERPRISE 58,713 58,713
HITACHI LTD 237,556 237,556
HOLOGIC INC 1,658 1,658
HOME DEPOT INC 243,897 243,897
HONDA MOTOR CO LTD 21,013 21,013
HONG KONG EXCHANGES 47,025 47,025
HOST HOTELS & RESORTS INC 7,253 7,253
HOWMET AEROSPACE INC 131,791 131,791
HP INC 22,025 22,025
HSBC HOLDINGS PLC 43,376 43,376
IBM CORP 65,070 65,070
ICF INTERNATIONAL INC 22,650 22,650
ICICI BANK LTD 478 478
IDEXX LABORATORIES INC 76,486 76,486
INCYTE CORP 5,111 5,111
INDUSTRIA DE DISENO TEXTIL SA 54,795 54,795
INDUSTRIAL COMMERCIAL BANK OF CHINA 112,030 112,030
INFORMA PLC 2,358 2,358
INFOSYS LIMITED 319,155 319,155
ING GROEP NV 63,558 63,558
INSPERITY INC 29,531 29,531
INSTALLED BUILDING PRODUCTS 8,237 8,237
INTEL CORP 26,606 26,606
INTERCONTINENTAL EXCHANGE INC 18,328 18,328
INTERPUBLIC GROUP COMPANIES INC 10,564 10,564
INTUIT INC 300,423 300,423
INTUITIVE SURGICAL INC 52,718 52,718
IONIS PHARMACEUTICALS INC 8,635 8,635
IQVIA HOLDINGS INC 114,958 114,958
IRIDIUM COMMUNICATIONS INC 15,816 15,816
ISHARES GOLD TRUST 3,640,817 3,640,817
JACK HENRY & ASSOCIATES INC 14,550 14,550
JACOBS SOLUTIONS INC 3,741 3,741
JD.COM INC 55,368 55,368
JP MORGAN CHASE & CO 116,739 116,739
JULIUS BAER GROUP LTD 13,276 13,276
JUNIPER NETWORKS INC 37,712 37,712
JUST EAT TAKEAWAY 3 3
KB FINANCIAL GROUP INC 66,687 66,687
KBR INC 21,260 21,260
KE HOLDINGS INC 16,633 16,633
KERING 84,974 84,974
KEURIG DR PEPPER INC 163,940 163,940
KEYSIGHT TECHNOLOGIES INC 198,539 198,539
KIMCO REALTY CORPORATION 3,491 3,491
KIRIN HOLDINGS COMPANY LTD 52,154 52,154
KOMATSU LTD 72,152 72,152
KONINKLIJKE AHOLD NV 223,339 223,339
KROGER CO 226,377 226,377
LAM RESEARCH CORPORATION 221,024 221,024
LANDSTAR SYSTEM INC 4,640 4,640
LEGRAND SA 1,545 1,545
LENOVO GROUP LTD 100,477 100,477
LG DISPLAY CO 3 3
LI AUTO INC 15,617 15,617
LITHIA MOTORS INC 4,647 4,647
LIVE NATION 7,123 7,123
LOEWS CORP 6,182 6,182
LOGITECH INTERNATIONAL SA 1,565 1,565
LONDON STOCK EXCHANGE 72,950 72,950
LOWES COMPANIES INC 22,212 22,212
LPL FINANCIAL HOLDINGS INC 56,486 56,486
LVMH MOET HENNESSY LOUIS VUITTON 34,633 34,633
MADISON SQUARE GARDEN CO 1,580 1,580
MARSH & MCLENNAN COMPANIES INC 198,179 198,179
MARVELL TECHNOLOGY INC 57,324 57,324
MASTERCARD INC 339,111 339,111
MATCH GROUP INC 14,098 14,098
MCCORMICK & CO INC 73,572 73,572
MCDONALDS CORP 123,203 123,203
MCGRATH RENTCORP 15,655 15,655
MCKESSON CORP 245,061 245,061
MEDPACE HOLDINGS INC 21,927 21,927
MEDTRONIC PLC 317,922 317,922
MERCEDES BENZ GROUP 57,315 57,315
MERCEDES BENZ GROUP AG 43,713 43,713
META PLATFORMS INC 565,017 565,017
METTLER-TOLEDO INTERNATIONAL INC 150,513 150,513
MICHELIN COMPAGNIE 1,983 1,983
MICRON TECHNOLOGY INC 105,705 105,705
MICROSOFT CORP 1,693,587 1,693,587
MIDDLESEX WATER COMPANY 1,842 1,842
MINISO GROUP HOLDING LTD 16,317 16,317
MITSUBISHI ELECTRIC CORP 6,473 6,473
MITSUBISHI ESTATE CO LTD 49,005 49,005
MIZUHO FINANCIAL GROUP INC 163,463 163,463
MODERNA INC 33,513 33,513
MOLSON COORS BEVERAGE COMPANY 229 229
MOODYS CORP 109,348 109,348
MORGAN STANLEY 36,962 36,962
MOTOROLA SOLUTIONS INC 192,750 192,750
MS&AD INSURANCE GROUP 17,372 17,372
MSA SAFETY INC 4,476 4,476
MTU AERO ENGINES AG 139,171 139,171
MUNICH RE GROUP 16,182 16,182
MURPHY USA INC 11,540 11,540
NASDAQ INC 38,037 38,037
NASPERS 10,305 10,305
NATIONAL AUSTRALIA BANK 126,412 126,412
NETEASE INC 20,786 20,786
NETFLIX INC 175,590 175,590
NEUROCRINE BIOSCIENCES INC 36,173 36,173
NEW JERSEY RESOURCES 7,464 7,464
NEW ORIENTAL EDUCATION 20,281 20,281
NEW YORK TIMES 43,514 43,514
NEWMONT CORP 45,222 45,222
NICE LTD 11,719 11,719
NIKE INC 16,874 16,874
NINTENDO COMPANY LTD 34,483 34,483
NIPPON TELEGRAPH & TELECOM CORP 195,421 195,421
NISSAN MOTOR CO LTD 26,022 26,022
NOKIA CORP 33,159 33,159
NOMURA HOLDINGS INC 1,696 1,696
NOMURA RESEARCH INSTITUTE 18,539 18,539
NORSK HYDRO AS 31,070 31,070
NOV INC 3,913 3,913
NVENT ELECTRIC PLC 11,178 11,178
NVIDIA CORP 1,365,729 1,365,729
NXP SEMICONDUCTORS NV 3,949 3,949
OCEANEERING INTERNATIONAL INC 117,021 117,021
OMEGA HEALTHCARE INVESTORS IN 15,481 15,481
OMNICOM GROUP INC 18,929 18,929
ORACLE CORP 242,295 242,295
ORSTED AS 37,534 37,534
OVERSEA-CHINESE BANK 15,592 15,592
PAN PACIFIC INTERNATIONAL HOLDINGS CORP 2,256 2,256
PARSONS CORP 39,760 39,760
PAYCHEX INC 17,247 17,247
PAYPAL HOLDINGS INC 39,773 39,773
PDD HOLDINGS INC 16,294 16,294
PEARSON PLC 77,312 77,312
PERNOD RICARD SA 22 22
PING AN INSURANCE GROUP CO 21,383 21,383
PINTEREST INC 14,964 14,964
PLDT INC 56,859 56,859
PNC FINANCIAL SERVICES GROUP 39,727 39,727
POOL CORP 6,137 6,137
POPULAR INC 64,713 64,713
PRIMERICA INC 128,382 128,382
PRINCIPAL FINANCIAL GROUP INC 13,237 13,237
PROLOGIS INC 107,603 107,603
PROSUS NV 32 32
PRUDENTIAL FINANCIAL INC 163,453 163,453
PT BANK CENTRAL ASIA TBK 36,490 36,490
PT BANK MANDIRI TBK 116,457 116,457
PT BANK RAKYAT INDONESIA TBK 64,840 64,840
PUBLIC STORAGE 14,972 14,972
PUBLICIS GROUPE SA 148,329 148,329
QBE INSURANCE GROUP LTD 54,451 54,451
QIAGEN NV 24,180 24,180
QUALCOMM INC 60,373 60,373
QUEST DIAGNOSTICS INC 15,237 15,237
RB GLOBAL INC 10,104 10,104
REGENCY CENTERS CORP 82,728 82,728
REGENERON 114,685 114,685
RELIANCE INC 55,468 55,468
RELX PLC 117,956 117,956
REPUBLIC SERVICES INC 20,520 20,520
RESMED INC 61,518 61,518
RESTAURANT BRANDS INTERNATIONAL 8,473 8,473
REVVITY INC 58,037 58,037
ROBERT HALF INTERNATIONAL INC 1,832 1,832
ROLLINS INC 21,182 21,182
ROPER TECHNOLOGIES 24,953 24,953
ROYAL BANK OF CANADA 269,099 269,099
ROYAL GOLD INC 2,637 2,637
RYDER SYSTEM INC 26,980 26,980
S&P GLOBAL INC 208,675 208,675
SAIA INC 27,800 27,800
SALESFORCE INC 63,188 63,188
SANDVIK AB 7,303 7,303
SAP SE 72,140 72,140
SCHNEIDER ELECTRIC SE 268,801 268,801
SECOM LTD 26,648 26,648
SEKISUI HOUSE LTD 77,851 77,851
SERVICENOW INC 60,427 60,427
SEVEN & I HOLDINGS CO LTD 1,503 1,503
SHINHAN FINANCIAL GROUP CO 52,674 52,674
SHOPIFY INC 51,783 51,783
SIEMENS ENERGY AG 15,899 15,899
SINGAPORE TELECOMMUNICATIONS LTD 318,754 318,754
SNAM RETE GAS 23,558 23,558
SNAP INC 5,773 5,773
SODEXO 3,292 3,292
SOFTBANK CORP 187,920 187,920
SOMPO HOLDINGS INC 33,182 33,182
SONY CORP 305,339 305,339
SOUTHWEST GAS HOLDINGS INC 25,456 25,456
SPIRE INC 4,002 4,002
SPROUTS FARMERS MARKETS INC 19,061 19,061
STANTEC INC 111,948 111,948
STARBUCKS CORP 14,326 14,326
STELLANTIS NV 2,858 2,858
STRIDE INC 26,398 26,398
STRYKER CORP 109,815 109,815
SUMITOMO MITSUI FINANCIAL GROUP 4,448 4,448
SUN LIFE FINANCIAL INC 108,414 108,414
SUNTORY BEVERAGE & FOOD 8,147 8,147
SWIRE PACIFIC LTD 15,705 15,705
SWISS RE AG 41,428 41,428
SWISSCOM AG 229,255 229,255
SYNEOS HEALTH INC 33,975 33,975
SYSCO CORP 6,958 6,958
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 677,588 677,588
TARGET CORP 28,117 28,117
TECHNIP ENERGIES NV 9,952 9,952
TECHNIPFMC LTD 126,989 126,989
TEGNA INC 1,555 1,555
TENARIS SA 7,596 7,596
TENCENT HOLDINGS LTD 251,382 251,382
TENCENT MUSIC ENTERTAINMENT 48,147 48,147
TERNA SPA 1,507 1,507
TESLA INC 431,705 431,705
TETRA TECH INC 35,298 35,298
TEXAS INSTRUMENTS INC 182,260 182,260
THE CAMPBELL'S COMPANY 139,963 139,963
THE CIGNA GROUP 53,847 53,847
THE JM SMUCKER CO 147,010 147,010
THE WALT DISNEY CO 9,576 9,576
THERMO FISHER SCIENTIFIC INC 165,953 165,953
THOMSON REUTERS CORP 215,390 215,390
TIM SA 3,093 3,093
TJX COMPANIES INC 90,487 90,487
TKO GROUP HOLDINGS INC 23,164 23,164
T-MOBILE US INC 237,285 237,285
TOKYO ELECTRON LTD 24,459 24,459
TOOTSIE ROLL INDUSTRIES INC 3,362 3,362
TORONTO DOMINION BANK 192,037 192,037
TOYOTA MOTOR CORP 148,293 148,293
TRANE TECHNOLOGIES PLC 465,750 465,750
TRAVELERS COMPANIES INC 86,239 86,239
TREX INC 5,108 5,108
TRIMBLE INC 3,392 3,392
TRINET GROUP INC 22,965 22,965
TRIP COM GROUP LTD 106,148 106,148
TURKCELL ILETISIM HIZMETLERI AS 59,677 59,677
UBS GROUP AG 200,385 200,385
UGI CORP 30,065 30,065
ULTA BEAUTY INC 4,784 4,784
UNICHARM CORP 7,597 7,597
UNICREDIT SPA 38,402 38,402
UNITED MICROELECTRON CORP 56,755 56,755
UNITED RENTALS INC 93,691 93,691
UNITED THERAPEUTICS CORP 41,282 41,282
UNITED UTILITIES GROUP PLC 90,322 90,322
UNITEDHEALTH GROUP INC 487,143 487,143
UNUM GROUP 105,455 105,455
US FOODS HOLDING CORP 5,532 5,532
VEEVA SYSTEMS INC 2,313 2,313
VENTAS INCORPORATED 31,859 31,859
VERALTO CORP 15,481 15,481
VERISIGN INC 8,071 8,071
VERISK ANALYTICS INC 69,684 69,684
VERIZON COMMUNICATIONS INC 297,686 297,686
VERTEX PHARMACEUTICALS INC 128,864 128,864
VESTAS WIND SYSTEMS 5,450 5,450
VINCI SA 16,941 16,941
VIPSHOP HOLDINGS LTD 4,863 4,863
VISA INC 324,257 324,257
VOLKSWAGEN AG 37 37
VOLVO AB 12,558 12,558
WAL-MART DE MEXICO SA 61,301 61,301
WALMART INC 787,852 787,852
WASTE MANAGEMENT INC 98,474 98,474
WATERS CORP 2,226 2,226
WELLTOWER INC 30,481 30,481
WEST PHARMACEUTICAL SERVICES 17,688 17,688
WHEATON PRECIOUS METALS CORP 13,160 13,160
WILLIAMS SONOMA INC 77,405 77,405
WILMAR INTERNATIONAL 906 906
WIPRO LTD 325,153 325,153
WOLTERS KLUWER 59,594 59,594
WOORI FINANCIAL 98,719 98,719
WPP PLC 43,382 43,382
WW GRAINGER INC 96,973 96,973
XIAOMI CORPORATION 8,547 8,547
XPENG INC 41,323 41,323
XPO INC 47,083 47,083
YUM BRANDS INC 70,434 70,434
YUM CHINA HOLDINGS INC 21,291 21,291
ZEBRA TECHNOLOGIES CORP 8,497 8,497
ZTO EXPRESS CAYMAN INC 8,758 8,758
ZURICH INSURANCE GROUP LTD 410,078 410,078

TY 2024 InvestmentsOtherSchedule2
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCRUED INTEREST FMV 17,504 17,504
IR&M CORE ESG BOND FUND LLC FMV 5,536,362 5,536,362
IR&M SHORT ESG BOND FUND LLC FMV 6,828,341 6,828,341
LACI IMPACT FUND II LP FMV 727,805 727,805
SRA DIVERSIFIED STRATEGIES PORTFOLIO (E&F) SPC FMV 16,671,215 16,671,215
SRA HEDGED EQUITY PORTFOLIO (E&F) SPC FMV 15,424,008 15,424,008
SRA PRIVATE EQUITY PORTFOLIO III (E&F) LP FMV 7,312,230 7,312,230
SRA PRIVATE EQUITY PORTFOLIO IV (E&F) LP FMV 6,170,540 6,170,540
SRA PRIVATE EQUITY PORTFOLIO V (E&F) LP FMV 4,507,107 4,507,107
SRA PRIVATE EQUITY PORTFOLIO VI (E&F) LP FMV 1,672,874 1,672,874
SRA SELECT EQUITY PORTFOLIO (E&F) SPC FMV 27,115,514 27,115,514

TY 2024 LegalFeesSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,911 0   916


TY 2024 OtherAssetsSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM-RELATED INVESTMENTS 372,703 355,182 355,182


TY 2024 OtherExpensesSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ALTERNATIVE INVESTMENTS 0 528,225   0
OTHER INVESTMENT EXPENSE 24,109 24,109   0
PRI FILM MANAGEMENT FEE 45,000 45,000   0


TY 2024 OtherIncomeSchedule2
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ALTERNATIVE INVESTMENTS 1,395,836 105,692 1,395,836
PROGRAM-RELATED INVESTMENTS 40,461 40,461 40,461


TY 2024 OtherIncreasesSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Description Amount
UNREALIZED GAIN ON INVESTMENTS 12,168,669


TY 2024 OtherLiabilitiesSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 0 12,000
DEFERRED TAX LIABILITY 0 709,000


TY 2024 OtherProfessionalFeesSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMEMT MANAGEMENT FEES 373,733 373,733   0
PHILANTHROPY CONSULTING 350,000 0   325,000
RECRUITING 102,668 0   102,668


TY 2024 TaxesSchedule
Name:
THE LEWIS FOUNDATION
EIN:
41-2063101
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 731,000 0   0
FOREIGN TAX 67,420 68,969   0