2014-07-18T08:07:51-05:00 2013-12-31 561582677 HAYNES STRAND AND COMPANY PLLC PO BOX 10949 GREENSBORO NC 27404 990PF 2013-01-01 561116935 THE JACK LEVIN FOUNDATION INC JACK 3362990900 10 POSTBRIDGE COURT GREENSBORO NC 274077890 JACK LEVIN PRESIDENT 3362990900 2014-07-02 1 JOHNNY C WOOD CPA P00370070 3362863204 2014-07-02 2013 2015-12-30 17:16:21Z X 2223201 X 1007020 23664 23664 188084 1669923 1122855 1218768 1146519 0 0 0 3520 0 3520 5506 5506 0 810 504 0 9836 6010 3520 38541 38541 48377 6010 42061 1170391 1140509 7827 5267 5267 10160 22136 22136 1814 1837 1814 1814 745 939 939 911799 2072603 2193045 932368 2102759 2223201 0 0 X 0 0 0 0 932368 2102759 932368 2102759 932368 2102759 932368 1170391 0 2102759 0 2102759 PUBLICLY TRADED SECURITIES P 622965 474818 148147 148147 PUBLICLY TRADED SECURITIES D 2013-12-23 1003830 72250 931580 931580 CAPITAL GAINS DIVIDENDS P 43128 43128 43128 1122855 0 25379 991671 0.025592 10060 978637 0.010280 30612 894374 0.034227 9702 741210 0.013089 12464 891313 0.013984 0.097172 0.019434 1161094 22565 11405 33970 42061 X 11405 0 11405 0 11405 939 30000 30939 19534 19534 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A JACK LEVIN 3362990900 10 POSTBRIDGE COURT GREENSBORO NC 27407 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACK LEVIN 10 POSTBRIDGE COURT GREENSBORO NC 274077890 PRESIDENT / DIR 1.00 0 0 0 JANIS L FIELDS 1006 BRIDGEWATER DRIVE GREENSBORO NC 27410 VICE PRES / DIR 1.00 0 0 0 KAREN L ANSEL 1823 BEARHOLLOW ROAD GREENSBORO NC 27410 SECRETARY / DIR 1.00 0 0 0 LINDA L HYSON 2705 ROSCREA COURT TALLAHASSEE FL 32309 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1161204 16554 1018 1178776 0 0 1178776 17682 1161094 58055 58055 11405 11405 46650 0 46650 0 46650 42061 0 42061 11405 30656 46650 36500 0 0 42061 36500 0 0 5561 0 0 0 0 0 0 0 0 41089 0 0 0 JACK LEVIN X ALZHEIMER'S ASSOCIATION PO BOX 42453 CHARLOTTE NC 28215 PUBLIC CHARITY UNRESTRICTED 25 AMERICAN CANCER SOCIETY PO BOX 41912 RALEIGH NC 27629 PUBLIC CHARITY UNRESTRICTED 25 AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 22116 PUBLIC CHARITY UNRESTRICTED 25 AMERICAN FRIENDS OF ALYN HOSPITAL INC 51 EAST 42ND STREET STE 308 NEW YORK NY 10017 PUBLIC CHARITY UNRESTRICTED 100 AMERICAN FRIENDS OF MAGEN DAVID PO BOX 3098 NEW YORK NY 10117 PUBLIC CHARITY UNRESTRICTED 25 AMERICAN HEART ASSOCIATION INC PO BOX 78851 PHOENIX AZ 85062 PUBLIC CHARITY UNRESTRICTED 50 AMERICAN LUNG ASSOCIATION 1301 PENNSYLVANIA AVENUE NW STE 800 WASHINGTON DC 20004 PUBLIC CHARITY UNRESTRICTED 100 AMERICAN PARKINSON DISEASE ASSOCIATION 135 PARKINSON AVENUE STATON ISLAND NY 10305 PUBLIC CHARITY UNRESTRICTED 100 ANTI-DEFAMATION LEAGUE PO BOX 96226 WASHINGTON DC 20090 PUBLIC CHARITY UNRESTRICTED 25 ARTHRITIS FOUNDATION PO BOX 96280 WASHINGTON DC 20077 PUBLIC CHARITY UNRESTRICTED 25 BETH DAVID SYNAGOGUE 804 WINVIEW DRIVE GREENSBORO NC 27410 PUBLIC CHARITY UNRESTRICTED 186 BOYS & GIRLS CLUBS OF AMERICA 1275 PEACHTREE STREET NE ATLANTA GA 30309 PUBLIC CHARITY UNRESTRICTED 500 B'NAI BRITH YOUTH 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WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE STE 100 LOS ANGELES CA 90035 PUBLIC CHARITY UNRESTRICTED 25 SPECIAL OLYMPICS NORTH CAROLINA INC PO BOX 27728 RALEIGH NC 27611 PUBLIC CHARITY UNRESTRICTED 25 ST JUDE CHILDREN'S RESEARCH HOSPITAL PO BOX 50 MEMPHIS TN 38101 PUBLIC CHARITY UNRESTRICTED 100 THE ALS ASSOCIATION PO BOX 8178 PUEBLO COLORADO 81008-8178 PUEBLO CO 81008 PUBLIC CHARITY UNRESTRICTED 35 UNITED SERVICES ORGANIZATION PO BOX 96860 WASHINGTON DC 20077 PUBLIC CHARITY UNRESTRICTED 25 UNITED STATES HOLOCAUST MEMORIAL MUSEUM PO BOX 90988 WASHINGTON DC 20090 PUBLIC CHARITY UNRESTRICTED 25 UNITED STATES OLYMPIC COMMITTEE PO BOX 7010 ALBERT LEA MN 56007 PUBLIC CHARITY UNRESTRICTED 25 VETERANS OF FOREIGN WARS OF THE UNITED STATES PO BOX 8911 TOPEKA KS 66608 PUBLIC CHARITY UNRESTRICTED 50 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER MEDICAL CENTER DRIVE WINSTONSALEM NC 27157 PUBLIC CHARITY UNRESTRICTED 31550 WEST MARKET UNITED METHODIST CHURCH 332 WEST MARKET STREET GREENSBORO NC 27401 PUBLIC CHARITY UNRESTRICTED 100 WORLD JEWISH CONGRESS FOUNDATION PO BOX 90400 WASHINGTON DC 20090 PUBLIC CHARITY UNRESTRICTED 25 WOUNDED WARRIORS PROJECT 4899 BELFORD ROAD SUITE 300 JACLSONVILLE FL 32256 PUBLIC CHARITY UNRESTRICTED 100 38541 0 14 23664 18 188084 0 211748 0 211748 0 0 0 0 0 0 0 0 0 0 X X 1 JACK LEVIN 10 POSTBRIDGE COURT GREENSBORO NC 274077890 1007020 X X 1 14,450 SHARES OF STOCK IN CONSTELLATION BRANDS INC CL A 1007020 2013-12-23 ACCOUNTING FEES 3520 0 3520 ASTON MONTAG & CALDWELL GROWTH FD CL I 153546 155423 WILLIAM BLAIR SMALL CAP GROWTH FD CL I 42036 44383 BUFFALO SMALL CAP FD 98108 110818 DREYFUS APPRECIATION FD INC 100078 111291 HARBOR INTL FD INSTL CL 104654 112122 HOTCHKIS & WILEY DIVERSIFIED VALUE FD CL I 120527 133023 JANUS INVT FLEXIBLE BD FD CL I 134616 130820 LAZARD EMERGING MKTS PORT INSTL 159083 154720 MFS SER TR VALUE FD CL I 163861 200018 OPPENHEIMER INTL GROWTH FD CL Y 54186 67146 PIMCO PAC INVT MGMT TOTAL RETURN FD 87981 88304 PIMCO PAC INVT COMMODITY REAL RETURN STRAT FD 103337 87029 RANIER MID CAP EQUITY FD INSTL CL 127277 133034 STRATTON SMALL CAP VALUE FD 81648 88284 T ROWE PRICE REAL EST FD 36041 43926 THORNBURG INTL VALUE FD CL I 59960 67215 TOUCHSTONE SANDS CAP INSTL GROWTH FD 80042 88421 VICTORY SMALL CO OPPORTUNITY FD CL I 62298 66349 VIRTUS EMERGING MKTS OPPORTUNITIES FD CL I 92284 89023 WT CRM MID CAP VALUE FD INSTL CL 130380 133326 WELLS FARGO ADVANTAGE ENDEAVOR SELECT FD CL I 80660 88370 INVESTMENT MANAGEMENT FEES 5506 5506 0 FEDERAL FORM 990-PF, 2012 306 0 0 FOREIGN TAX WITHHELD 504 504 0