JOSEPH R LEVIS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH R LEVIS FOUNDATION INC (EIN 04-3477836)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-19
- IRS object ID
- 202523239349100307
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-19T08:55:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-17 | 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 | RICHARD RUVELSON CPA | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 7813216065 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,607,325 | 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 |
| Interest On Sav Rev And Expnss | $7,672 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,672 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $697,354 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,059 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,011 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $163,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,433 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $903 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $203 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,390 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $487,918 | CashBOYAmt |
| Cash EOY | $316,049 | CashEOYAmt |
| Cash EOYFMV | $316,049 | CashEOYFMVAmt |
| Other Investments BOY | $995,315 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,217,844 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,291,276 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,483,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,533,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,607,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,483,233 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,533,893 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,483,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,533,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,483,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,533,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,483,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,651 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,009 | OtherIncreasesAmt |
| Subtotal | $1,533,893 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,533,893 | 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 |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | $692,907 | $680,838 | $11,959 | $12,069 |
| CHARLES SCHWAB PUBLICALLY TRADED SECURITIES | P | $4,347 | -$4,347 | -$4,347 | |
| CAPITAL GAIN DIVIDENDS | P | $4,447 | |||
| CAPITAL GAIN DIVIDENDS | P | $4,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,059 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $762 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $762 | SubtotalAmt |
| Tax Based On Investment Income | $762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $261 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $261 | TotalPaymentsAndCreditsAmt |
| Tax Due | $501 | TaxDueAmt |
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 | ||||||||
| 23 BOBBY JONES DRIVE | ANDOVER | MA | 01810 | TREASURER | 1.0 | $0 | $0 | $0 |
| MATTHEW LEVIS | ||||||||
| 23 BOBBY JONES DRIVE | ANDOVER | MA | 01810 | 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 | $4,874,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,263,194 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,263,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,948 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,184,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $762 | TotalTaxAmt |
| Distributable Before Adj | $258,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $258,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $258,450 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,500 | 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 | $106,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $139,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,356 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,119 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $501,626 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $106,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $151,950 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $151,950 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $349,676 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $349,676 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,606 | ExcessFromYear4Amt |
| Excess From Year3 | $82,231 | ExcessFromYear3Amt |
| Excess From Year2 | $51,119 | ExcessFromYear2Amt |
| Excess From Year1 | $102,720 | ExcessFromYear1Amt |
| 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | 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 | $1,000 |
| COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | NOT RELATED | PC | COLLEGE SCHOLARSHIP | $15,000 |
| ESPERENZA ACADEMY | |||||||
| 198 GARDEN ST | LAWRENCE | MA | 01840 | NOT RELATED | PC | HIGH SCHOOL | $500 |
| 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 |
| JESUITS | |||||||
| 39 E 83RD ST | NEW YORK | NY | 10028 | 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 | $2,000 |
| 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 |
| PREGNANCY CARE CENTER | |||||||
| 24430 STONE SPRING BLVD SUITE 300 | DULLES | VA | 20166 | NOT RELATED | PC | HOSPITAL | $1,000 |
| PROJECT HOOD | |||||||
| 6620 S MARTIN LUTHER KING DR | CHICAGO | IL | 60637 | NOT RELATED | PC | COMMUNITY DEVELOPMENT | $1,000 |
| ST AMBROSE CHURCH | |||||||
| 347 OLD LOUDON ROAD | LATHAM | NY | 12110 | NOT RELATED | PC | CHURCH | $1,500 |
| 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 | $51,000 |
| 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 |
| UKRAINE FREEDOM FUND | |||||||
| 571 WASHINGTON ST | AFTON | WY | 83110 | NOT RELATED | PC | COMMUNITY DEVELOPMENT | $1,000 |
| VALLEY YMCA | |||||||
| 32 HOWARD AVE | ANSONIA | CT | 06401 | NOT RELATED | PC | COMMUNITY DEVELOPMENT | $1,000 |
| WASHINGTON UNIV | |||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98105 | NOT RELATED | PC | COMMUNITY DEVELOPMENT | $5,000 |
| XAVERIAN BROTHERS | |||||||
| 4409 FREDRICK AVE | BALTIMORE | MD | 21229 | NOT RELATED | PC | CATHOLIC SCHOOL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,500 | 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 | $7,672 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,702 | 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 | $12,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,444 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WITHUM WEALTH X0130 FIDELITY | AT COST | $0 | $0 |
| CAPTRUST (RINET)X4770 FIDELITY | AT COST | $0 | $0 |
| CAPTRUST (RINET)X6215 FIDELITY | AT COST | $711,493 | $743,795 |
| CHARLES SCHWAB | AT COST | $506,351 | $547,481 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $7,390 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,390 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1,011 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX COST ADJUSTMENT | Desc |
| Amt | $2,009 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES PAID | $700 | |
| FOREIGN TAXES PAID | $203 | $203 |