David S And Norma R Lewis Foundation
- Assets
- $4.0m
- Revenue
- $380.8k
- Investments
- $1.1m
- Employees
- 0
- Location
- Tucson, AZ
- Founding
- 03/2018
- Data as of
- 06/2021
- EIN
- 81-3487852
Organization Overview
David S And Norma R Lewis Foundation is located in Tucson, AZ. The organization was established in 2018. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. David S And Norma R Lewis Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, David S And Norma R Lewis Foundation generated $380.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (19.5%) each year. All expenses for the organization totaled $1.5m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, David S And Norma R Lewis Foundation has awarded 58 individual grants totaling $5,137,785. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE ORGANIZATION SHALL DISTRIBUTE FUNDS TO OR FOR THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA TO FURTHER THE COMMUNITY FOUNDATION'S CHARITABLE ACTIVITIES THAT PROMOTE HEALTH AND WELLNESS, ON A LOCAL AND NATIONAL LEVEL, AND FOSTER CREATIVE, AND ARTISTIC ENDEAVORS THAT POSITIVELY IMPACT THE HUMAN EXPERIENCE. THE ORGANIZATION WILL FUND TRADITIONAL AND INNOVATIVE PROJECTS AND PROGRAMS OF THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA WHICH ARE CONSISTENT WITH THIS MISSION STATEMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE DAVID S. LEWIS AND NORMA R. LEWIS FOUNDATION SUPPORTS GLOBAL INITIATIVES THAT GIVE PEOPLE THE TOOLS AND RESOURCES TO BUILD HOPE, EQUALITY AND OPPORTUNITY, JUSTICE, EQUITY AND COMPASSION IN HUMAN RELATIONS, AND SOUTHERN ARIZONA CREATIVE ARTS ORGANIZATIONS AND INITIATIVES THAT HELP THE LESS FORTUNATE SUCCEED. THE FOUNDATION HAS A GRANT PROCESS THAT DISTRIBUTES FUNDS ANNUALLY TO ORGANIZATIONS WITH THESE AREAS OF INTEREST IN MIND.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kristi Lewis Treasurer | OfficerTrustee | 0.04 | $0 |
J Clinton Mabie Past Pres/se | OfficerTrustee | 0.02 | $0 |
Mark Montoya President/se | OfficerTrustee | 0.02 | $0 |
Colleen Cacy Director | Trustee | 0.04 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $63,358 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $317,407 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $380,765 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,363,935 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $54,851 |
| Fees for services: Legal | $720 |
| Fees for services: Accounting | $2,180 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $30,454 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $1,453,676 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,857,273 |
| Investments—other securities | $1,095,000 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,952,273 |
| Accounts payable and accrued expenses | $10,475 |
| Grants payable | $120,000 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $130,475 |
| Net assets without donor restrictions | $3,821,798 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,952,273 |
Grants Awarded
Over the last fiscal year, David S And Norma R Lewis Foundation has awarded $1,353,935 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
Tucson, AZ PURPOSE: GENERAL SUPPORT | $738,935 |
Tucson, AZ PURPOSE: GENERAL SUPPORT | $200,000 |
Tucson, AZ PURPOSE: GENERAL SUPPORT | $80,000 |
Tucson, AZ PURPOSE: GENERAL SUPPORT | $75,000 |
Tucson, AZ PURPOSE: GENERAL SUPPORT | $75,000 |
Tucson, AZ PURPOSE: GENERAL SUPPORT | $30,000 |
Endowment Analysis
| Beg. Balance | $287,197 |
| Earnings | $33,761 |
| Other Expense | $320,958 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Pledgeling Foundation Venice, CA | $2,856,994 | $17,411,331 |
Social Impact Fund Los Angeles, CA | $12,584,440 | $14,562,924 |
Solidaire Network Inc Oakland, CA | $12,776,145 | $7,898,596 |
Century Club Of San Diego La Jolla, CA | $2,243,411 | $13,615,886 |
Eat Learn Play Foundation Oakland, CA | $9,809,770 | $13,607,001 |
Cilhaas Supporting Foundation Alameda, CA | $0 | $0 |
Jacquie Foundation Incline Village, NV | $0 | -$1,353,234 |
Patricia And Paul Bragg Foundation Santa Barbara, CA | $96,344,460 | $2,462,516 |
Devto Support Foundation Newport Beach, CA | $95,101,323 | $1,275,327 |
Rodan & Fields Prescription For Change Foundation San Francisco, CA | $4,001,646 | $2,863,722 |
Mz Foundation San Francisco, CA | $44,105,186 | $1,119,650 |
Teammates For Kids Foundation Denver, CO | $83,190,071 | $4,700,598 |