Civic Intelligence

George T Lewis Jr 2001 Foundation

990PF • Fiscal year 2012 • EIN 04-3763019

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 13, 2013

Organization Profile
3208 Twelve Oaks PlSuite28270
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Source year 2012

Asset Growth

38th percentile

0.4%

Faster asset growth than 38% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$35,016,181

Up $149,840 (+0.4%) from 2011

Net Assets

$35,016,181

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,879,369

Up $35,156 (+1.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $34,866,341Liabilities 2011: $02011Assets 2012: $35,016,181Liabilities 2012: $0Net Assets 2012: $35,016,1812012Assets 2013: $33,967,992Liabilities 2013: $12013Assets 2014: $33,030,229Liabilities 2014: $0Net Assets 2014: $33,030,2292014Assets 2015: $31,678,889Liabilities 2015: $0Net Assets 2015: $31,678,8892015Assets 2016: $1,242,222Liabilities 2016: $0Net Assets 2016: $1,242,2222016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2012

Assets$35,016,181
Liabilities$0
Net Assets$35,016,181
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,441,023Expenses 2011: $1,844,213Net Income 2011: $3,596,8102011Expenses 2012: $1,879,3692012Revenue 2013: $1,044,049Expenses 2013: $2,092,238Net Income 2013: -$1,048,1892013Revenue 2014: $1,221,631Expenses 2014: $2,159,394Net Income 2014: -$937,7632014Revenue 2015: $760,213Expenses 2015: $2,111,553Net Income 2015: -$1,351,3402015Revenue 2016: $678,288Expenses 2016: $2,018,377Net Income 2016: -$1,340,0892016Revenue 2017: $13,349Expenses 2017: $1,620,533Net Income 2017: -$1,607,1842017

Highlighted filing

2012

Revenue-
Expenses$1,879,369
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E LEWISSole Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT ACHARITABLE-SEE ATTACHMENT A, NC, US$1,620,000
Filing and Contact Details

Filer

EIN
04-3763019
Raw XML AppendixShowing 400 of 412 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-07-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-07-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-06-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SUNTRUST BROKERAGE - CAP GAIN DIST.
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2SCH K-1 - SECTION 1256
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3SUNTRUST 5041 - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4SUNTRUST 5041 - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5SALE OF GREENLIGHT MASTERS OFFSHORE LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6SALE OF PROTEGE PARTNERS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7SALE OF PROTEGE PARTNERS OFFSHORE LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8SALE OF SPRINGPOINT OPPORTUNITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9SALE OF ALPHAGEN OCTANIS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10SALE OF POWERSHARES DB
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14CHARLES SCHWAB 6846 - SEE ATTACHED
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES E LEWIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0SOLE TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode029910
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5010757819
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear201306065
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01622843
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IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10DOUGLAS M MARSHALL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07047084568
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0charlotte
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode028270
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000true
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01620000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHMENT A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SEE ATTACHMENT A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SEE ATTACHMENT A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode028211
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear024063
IRS990PF/UndistributedIncome/AppliedToYear101613937
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01766680
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions01638000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY01742617
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear01613937
IRS990ScheduleB/ContributorInfo/AggregateContributions0193318
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine103208 TWELVE OAKS PL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0CHARLOTTE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode028270
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0GEORGE T LEWIS REV TRUST
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherIncomeSchedule2/OtherIncome/Description0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/Description1REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-42682
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-57590
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks120000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount071052
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1120485
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES - SCH K-1
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome071052
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1120485
TaxesSchedule/Taxes/Amount06027
TaxesSchedule/Taxes/Category0FOREIGN INCOME TAX WITHHELD
TaxesSchedule/Taxes/NetInvestmentIncome06027
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0043763019
ReturnHeader/Filer/InCareOfName0% DOUGLAS M MARSHALL
ReturnHeader/Filer/Name/BusinessNameLine10GEORGE T LEWIS JR 2001 FOUNDATION
ReturnHeader/Filer/NameControl0GEOR
ReturnHeader/Filer/Phone07047084568
ReturnHeader/Filer/USAddress/AddressLine103208 TWELVE OAKS PL
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028270
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-13
ReturnHeader/Officer/Name0Jim Lewis
ReturnHeader/Officer/Phone07043641829
ReturnHeader/Officer/Title0Sole Trustee

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,016,181
Liabilities
$0
Net assets
$35,016,181
Revenue
-
Expenses
$1,879,369
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$1.62$1.61
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.68$2.02$1.34
2015Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$0.76$2.11$1.35
2014Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$1.22$2.16$0.94
2013Detailed filing. Detailed filing data is available for this year.$34.0$0.00$1.04$2.09$1.05
2012Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$1.88
2011Summary only. Only limited summary data is available for this year.$34.9$0.00$5.44$1.84$3.60