JOSEPH R LEVIS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JOSEPH R LEVIS FOUNDATION INC (EIN 04-3477836)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-11
IRS object ID: 202413169349101456
Schema version: 2023v5.1
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
Accounting Fees Schedule
Depreciation Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-11T12:07:17-06:00	ReturnTs
Tax Period End	2023-12-31	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	500 UNICORN PARK DRIVE SUITE 101	AddressLine1Txt
City	WOBURN	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01801	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	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	23 BOBBY JONES DRIVE	AddressLine1Txt
City	ANDOVER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01810	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH R LEVIS	PersonNm
Person Title	President	PersonTitleTxt
Phone	9787944900	PhoneNum
Signature	2024-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LEONARD M SMITH CPA	PreparerPersonNm
PTIN	P01335383	PTIN
Phone	7813216065	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,485,499	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	$300,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$10,529	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$10,529	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$36,737	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$36,737	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$34,444	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,071,161	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$312,822	TotalRevAndExpnssAmt
Total Net Invst Incm	$47,266	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$400	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$200	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$200	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$350	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$11,581	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$11,011	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$570	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$12,331	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$11,211	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$770	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$161,850	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$161,850	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$174,181	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$11,211	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$162,620	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$138,641	ExcessRevenueOverExpensesAmt
Net Investment Income	$36,055	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$347,576	CashBOYAmt
Cash EOY	$487,918	CashEOYAmt
Cash EOYFMV	$487,918	CashEOYFMVAmt
Other Investments BOY	$997,016	OtherInvestmentsBOYAmt
Other Investments EOY	$995,315	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$997,581	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,344,592	TotalAssetsBOYAmt
Total Assets EOY	$1,483,233	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,485,499	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,344,592	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,483,233	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,344,592	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,483,233	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,344,592	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,483,233	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,344,592	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$138,641	ExcessRevenueOverExpensesAmt
Subtotal	$1,483,233	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,483,233	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICALLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Sold	2023-12-31	SoldDt
Gross Sales Price	$1,071,161	GrossSalesPriceAmt
Cost Or Other Basis	$1,105,605	CostOrOtherBasisAmt
Gain Or Loss	-$34,444	GainOrLossAmt
Gains Minus Excess Or Losses	-$34,444	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$34,444	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$501	InvestmentIncomeExciseTaxAmt
Subtotal	$501	SubtotalAmt
Tax Based On Investment Income	$501	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$62	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$700	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$762	TotalPaymentsAndCreditsAmt
Overpayment	$261	OverpaymentAmt
Applied To ES Tax	$261	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	23 BOBBY JONES DRIVE	AddressLine1Txt
City	ANDOVER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01810	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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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
23 BOBBY JONES DRIVE	ANDOVER	MA	01810	PRESIDENT	1.0	$0	$0	$0
BRIAN LEVIS
350 HOLT ROAD	NORTH ANDOVER	MA	01845	TREASURER	1.0	$0	$0	$0
MATTHEW LEVIS
350 HOLT ROAD	NORTH ANDOVER	MA	01845	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	$1,114,823	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$111,590	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,226,413	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,226,413	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$18,396	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,208,017	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$60,401	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$60,401	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$501	TaxBasedOnInvestmentIncomeAmt
Total Tax	$501	TotalTaxAmt
Distributable Before Adj	$59,900	DistributableBeforeAdjAmt
Distributable Before Ded	$59,900	DistributableBeforeDedAmt
Distributable As Adjusted	$59,900	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$162,620	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	$162,620	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$59,900	DistributableAsAdjustedAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Excess Distribution Cyov Yr4	$139,200	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$126,356	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$82,231	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$51,119	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$398,906	TotalExcessDistributionCyovAmt
Qualifying Distributions	$162,620	QualifyingDistributionsAmt
Applied To Current Year	$59,900	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$102,720	RemainingDistriFromCorpusAmt
Total Corpus	$501,626	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$501,626	ExcessDistriCyovToNextYrAmt
Excess From Year4	$139,200	ExcessFromYear4Amt
Excess From Year3	$126,356	ExcessFromYear3Amt
Excess From Year2	$82,231	ExcessFromYear2Amt
Excess From Year1	$51,119	ExcessFromYear1Amt
Excess From Current Year	$102,720	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 (29 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CATHOLIC APPEAL
835 NORTH RUSH STREET	CHICAGO	IL	606112030	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$5,000
A KNIGHT FOR MIKE
724 THOMAS RD	COOKEVILLE	TN	38501	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$1,000
ALS ONE
8 INDUSTRIAL WAY	WHITMAN	MA	02382	NOT RELATED	PC	COMMUNITY DEVELOPMENT	$500
AMERICAN RED CROSS
430 17TH ST NW	WASHINGTON	DC	20006	NOT RELATED	PC	UKRAINE	$10,000
BELLESIMO ACADEMY
17TH AVE SUITE 510	DENVER	CO	80202	NON RELATED	PC	SCHOOL	$1,000
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	$1,000
CARDINAL'S APPEAL
66 BROOKS DRIVE	BRAINTREE	MA	02183	NOT RELATED	PC	ANNUAL CAMPAIGN SUPPORTING THE BOSTON ARCHDIOCESE	$20,000
CATHOLIC APPEAL
66 BROOKS DRIVE	BRAINTREE	MA	02184	NOT RELATED	PC	ANNUAL CAMPAIGN SUPPORTING THE BOSTON ARCHDIOCESE	$5,000
ESPERENZA ACADEMY
198 GARDEN ST	LAWRENCE	MA	01840	NOT RELATED		HIGH SCHOOL	$1,000
FAITH TAHT DOES JUSTICE
300 NEWBURY STREET	BOSTON	MA	02115	NOT RELATED	PC	COMMUNITY SUPPORT	$5,000
FRANCIS QUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BOULEVARD	NORTON	MA	02766	NOT RELATED	PC	COLLEGE SCHOLARSHIPS	$2,000
FRANCESCAN MISSIONS
172 FOSTER ST	BOSTON	MA	02135	NOT RELATED	PC	MISSIONARY WORK	$2,000
GREATER LAWRENCE BOATING PROGRAM
1 EATON ST	LAWRENCE	MA	01843	NOT RELATED	PC	COMMUNITY GROUP	$500
HOLY CROSS
1 COLLEGE STREET	WORCESTER	MA	01810	NOT RELATED	PC	4 YEAR CATHOLIC COLLEGE	$10,000
HURRICANE IDALIA VICTIM'S RELIEF
3600 MACLAY BLVD SOUTH SUITE 200	TALLAHASSEE	FL	32312	NOT RELATED	PC	GRANT SUPPORT	$10,000
LAWRENCE BOYS AND GIRLS CLUB
136 WATER ST	LAWRENCE	MA	01841	NOT RELATED	PC	YOUTH ORGANIZATION	$2,500
LAWRENCE GENERAL HOSPITAL
1 GENERAL ST	LAWRENCE	MA	01841	NOT RELATED	PC	HOSPITAL	$2,000
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
MERRIMACK VALLEY YMCA
360 MERRIMACK STREET	LAWRENCE	MA	01843	NOT RELATED	PC	COMMUNITY SUPPORT	$2,000
NEW YORK CANCER FOUNDATION
20 RAMSEY RD	SHIRLEY	NY	11967	NOT RELATED	PC	HOSPITAL	$1,000
ST AMBROSE CHURCH
347 OLD LOUDON ROAD	LATHAM	NY	12110	NOT RELATED	PC	CHURCH	$2,000
ST BASIL'S SEMINARY
195 GLENBROOK RD	STAMFORD	CT	06902	NOT RELATED	PC	SEMINARY	$5,000
ST JOHN'S PREPARATORY SCHOOL
72 SPRING STREET	DENVERS	MA	01923	NOT RELATED	PC	PRIVATE CATHOLIC PREP SCHOOL	$60,000
ST MICHAEL'S PARISH
310 S WHEATON AVE	WHEATON	IL	60187	NOT RELATED	PC	CATHOLIC CHURCH	$2,500
STONE FAMILY ADOPTION ASSISTANCE FUND
57 BRDFORD STREET	LEXINGTON	MA	02420	NOT RELATED	PC	ADOPTION ASSISTANCE	$350
UNIVERSITY OF CUMBERLANDS
61788 COLLEGE STATION DRIVE	WILLIAMSBURG	KY	40769	NOT RELATED	PC	PRIVATE CHRISTIAN UNIVERSITY	$1,000
XAVERIAN BROTHERS
4409 FREDRICK AVE	BALTIMORE	MD	21229	NOT RELATED	PC	CATHOLIC SCHOOL	$1,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$161,850	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

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$10,529	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$36,737	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	-$34,444	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	$12,822	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$12,822	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	$300,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$400	Amt
Net Investment Income	$200	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$200	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
WITHUM WEALTH X0130 FIDELITY	AT COST	$575,421	$568,992
CAPTRUST (RINET)X4770 FIDELITY	AT COST	$419,894	$428,589

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES	$11,011	$11,011
MA STATE ANNUAL REG FEE	$70		$70
MISCELLANEOUS EXPENSE	$500		$500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES PAID	CategoryTxt
Amt	$350	Amt