JOSEPH R LEVIS FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: JOSEPH R LEVIS FOUNDATION INC (EIN 04-3477836)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-06-15
IRS object ID: 202641669349100874
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-06-15T17:00:38-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WITHUMSMITHBROWNPC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	25 BURLINGTON MALL ROAD SUITE 350	AddressLine1Txt
City	BURLINGTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01803	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	043477836	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JOSEPH R LEVIS FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% JOSEPH R LEVIS	InCareOfNm
Business Name Control	JOSE	BusinessNameControlTxt
Phone	9787944900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1063 HILLSBORO MILE Suite 708	AddressLine1Txt
City	HILLSBORO BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33062	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH R LEVIS	PersonNm
Person Title	President	PersonTitleTxt
Phone	9787944900	PhoneNum
Signature	2026-06-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURA SMITH	PreparerPersonNm
PTIN	P01592989	PTIN
Phone	7813216065	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,758,046	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$100,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$48,496	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$48,496	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$35,682	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$296,023	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$35,682	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$184,178	TotalRevAndExpnssAmt
Total Net Invst Incm	$84,178	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$1,700	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$850	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$850	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$9,172	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$9,172	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$1,474	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$273	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$12,346	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$10,295	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$850	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$134,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$134,250	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$146,596	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$10,295	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$135,100	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$37,582	ExcessRevenueOverExpensesAmt
Net Investment Income	$73,883	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$316,049	CashBOYAmt
Cash EOY	$0	CashEOYAmt
Cash EOYFMV	$0	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$0	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$271,171	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$271,171	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$102,352	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$102,786	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$0	CorporateStockBOYAmt
Corporate Stock EOY	$551,357	CorporateStockEOYAmt
Corporate Stock EOYFMV	$658,140	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$0	CorporateBondsBOYAmt
Corporate Bonds EOY	$192,575	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$198,703	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,217,844	OtherInvestmentsBOYAmt
Other Investments EOY	$458,083	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$527,246	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,533,893	TotalAssetsBOYAmt
Total Assets EOY	$1,575,538	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,758,046	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,533,893	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,575,538	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,533,893	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,575,538	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,533,893	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,575,538	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,533,893	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$37,582	ExcessRevenueOverExpensesAmt
Other Increases	$4,063	OtherIncreasesAmt
Subtotal	$1,575,538	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,575,538	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPTRUST PUBLIC TRADED SECURITIES	P	$136,653	$128,136	$8,517	$8,517
CHARLES SCHWAB PUBLIC TRADED SECURITY	P	$159,371	$147,330	$12,041	$12,041
CAPITAL GAIN DIVIDENDS	P			$15,124
CAPITAL GAIN DIVIDENDS	P			$15,124

Field	Value	IRS element (for citing)
Capital Gain Net Income	$35,682	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,027	InvestmentIncomeExciseTaxAmt
Subtotal	$1,027	SubtotalAmt
Tax Based On Investment Income	$1,027	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$501	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,300	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$1,801	TotalPaymentsAndCreditsAmt
Es Penalty	$23	EsPenaltyAmt
Overpayment	$751	OverpaymentAmt
Applied To ES Tax	$751	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH R LEVIS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9787944900	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1063 HILLSBORO MILE UNIT 708	AddressLine1Txt
City	HILLSBORO BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33062	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH R LEVIS
1063 HILLSBORO MILE	HILLSBORO BEACH	FL	33062	PRESIDENT	1.0	$0	$0	$0
BRIAN LEVIS
1063 HILLSBORO MILE	HILLSBORO BEACH	FL	33062	TREASURER	1.0	$0	$0	$0
MATTHEW LEVIS
1063 HILLSBORO MILE	HILLSBORO BEACH	FL	33062	CLERK	1.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,477,705	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$136,309	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,614,014	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,614,014	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$24,210	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,589,804	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$79,490	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$79,490	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,027	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,027	TotalTaxAmt
Distributable Before Adj	$78,463	DistributableBeforeAdjAmt
Distributable Before Ded	$78,463	DistributableBeforeDedAmt
Distributable As Adjusted	$78,463	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$135,100	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$135,100	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$78,463	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2023	PriorYear1Yr
Prior Year2	2022	PriorYear2Yr
Prior Year3	2021	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$113,606	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$82,231	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$51,119	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$102,720	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$349,676	TotalExcessDistributionCyovAmt
Qualifying Distributions	$135,100	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$78,463	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$56,637	RemainingDistriFromCorpusAmt
Total Corpus	$406,313	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$113,606	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$292,707	ExcessDistriCyovToNextYrAmt
Excess From Year4	$82,231	ExcessFromYear4Amt
Excess From Year3	$51,119	ExcessFromYear3Amt
Excess From Year2	$102,720	ExcessFromYear2Amt
Excess From Current Year	$56,637	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A FAITH THAT DOES JUSTICE
300 NEWBURY ST	BOSTON	MA	02115	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$2,500
BELLESINI ACADEMY
94 BRADFORD	ST LAWRENCE	MA	01840	NOT RELATED	PC	PRIVATE SCHOOL FOR LOW INCOME FAMILIES	$1,000
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE	BOSTON	MA	02215	NOT RELATED	PC	HOSPITAL	$2,000
COLLEGE OF THE HOLY CROSS
1 COLLEGE ST	WORCESTER	MA	01610	NOT RELATED	PC	COLLEGE SCHOLARSHIP	$10,000
FRANCIS QUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BOULEVARD	NORTON	MA	02766	NOT RELATED	PC	COLLEGE SCHOLARSHIPS	$2,000
INTERNATIONAL FELLOWSHIP CHRISTIANS AND JEWS
303 E WACKER DR SUITE 2300	CHICAGO	IL	60601	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$1,000
IRONSTONE FARM
5224 ELIZABETHTOWN RD	MANHEIM	PA	17545	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$1,000
LAWRENCE GENERAL HOSPITAL
1 GENERAL ST	LAWRENCE	MA	01841	NOT RELATED	PC	HOSPITAL	$2,500
LAWRENCE BOYS AND GIRLS CLUB
136 WATER ST	LAWRENCE	MA	01841	NOT RELATED	PC	YOUTH ORGANIZATION	$2,500
LAZARUS HOUSE
PO BOX 408	LAWRENCE	MA	01842	NOT RELATED	PC	ASSIST THE HOMELESS	$5,000
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET	BOSTON	MA	02114	NOT RELATED	PC	HOSPITAL	$2,000
PREGNANCY CARE CENTER
24430 STONE SPRING BLVD SUITE 300	DULLES	VA	20166	NOT RELATED	PC	HOSPITAL	$10,000
ST BASIL'S SEMINARY
195 GLENBROOK RD	STAMFORD	CT	06902	NOT RELATED	PC	SEMINARY	$1,000
ST JOHN'S PREPARATORY SCHOOL
72 SPRING STREET	DENVERS	MA	01923	NOT RELATED	PC	PRIVATE CATHOLIC PREP SCHOOL	$50,000
STONE FAMILY ADOPTION
57 BEDFORD STREET SUITE 225	LEXINGTON	MA	02420	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$500
USA EAST PROVIENCE OF THE SOCIETY OF JESUS
39 EAST 83 STREET	NEW YORK	NY	10028	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$1,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVD	STATEN ISLAND	NY	10306	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$1,000
WASHINGTON UNIVersity
4333 BROOKLYN AVE NE	SEATTLE	WA	98105	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$1,000
XAVERIAN BROTHERS
4409 FREDRICK AVE	BALTIMORE	MD	21229	NOT RELATED	PC	CATHOLIC SCHOOL	$2,000
AMERICAN RED CROSS
430 17TH ST NW	WASHINGTON	DC	20006	not related	PC	UKRAINE	$10,000
ALS ONE
8 INDUSTRIAL WAY	WHITMAN	MA	02382	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$500
GREATER LAWRENCE BOATING PROGRAM
1 EATON ST	LAWRENCE	MA	01843	not related	PC	community group	$500
ABCD DRIVE
178 TREMONT STREET	BOSTON	MA	02111	not related	PC	charitable	$2,000
GLTS
250 PAWTUCKET BOULEVARD	TYNGSBOROUGH	MA	01879	NOT RELATED	PC	public charity	$250
Notre Dame Cristo Rey
1852 W 22ND PLACE	chicago	IL	60608	not related	PC	charitable	$10,000
SAINT BENEDICT ABBEY
1020 NORTH 2ND STREET	ATCHISON	KS	66002	not related	PC	charitable	$2,000
South Fl Red Cross
335 SW 27TH AVENUE	miami	FL	33135	not related	PC	Charitable	$1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300	JACKSONVILLE	FL	32256	not related	PC	charitable	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$134,250	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$48,496	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$35,682	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$84,178	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$84,178	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	JOSEPH R LEVIS	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	23 BOBBY JONES DRIVE	AddressLine1Txt
City	ANDOVER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01810	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$100,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$192,575	EOYBookValueAmt
EOYFMV	$198,703	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$551,357	EOYBookValueAmt
EOYFMV	$658,140	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	MUTUAL FUNDS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$458,083	BookValueAmt
EOYFMV	$527,246	EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INVESTMENT INCOME	Desc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	TAX COST ADJUSTMENT	Desc
Amt	$4,063	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$9,172	Amt
Net Investment Income	$9,172	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES PAID	$1,201	$0	$0
FOREIGN TAXES PAID	$273	$273	$0