EDWARD C AND LINDA DRESNER LEVY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: EDWARD C AND LINDA DRESNER LEVY FOUNDATION (EIN 38-6091368)
Tax period: 2024-10-01 to 2025-09-30
Filed: 2026-02-13
IRS object ID: 202610449349100336
Schema version: 2024v5.5
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
Expenditure Responsibility Stmt
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-02-13T15:27:09-06:00	ReturnTs
Tax Period End	2025-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521231901	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GORFINE SCHILLER & GARDYN PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10045 RED RUN BLVD SUITE 250	AddressLine1Txt
City	OWINGS MILLS	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21117	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	386091368	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EDWARD C AND LINDA DRESNER LEVY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	EDWA	BusinessNameControlTxt
Phone	7034379720	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12030 SUNRISE VALLEY DRIVE 450	AddressLine1Txt
City	RESTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20191	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EDWARD LEVY	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7034379720	PhoneNum
Signature	2026-02-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MATTHEW Q KEEFER CPA	PreparerPersonNm
PTIN	P00852427	PTIN
Phone	4103565900	PhoneNum
Preparation	2026-02-04	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	$27,950,340	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	$12,000,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$793,485	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$793,406	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$6,108	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$200,000	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$283	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$283	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$12,787,660	TotalRevAndExpnssAmt
Total Net Invst Incm	$793,689	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$184,086	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$109,086	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$75,000	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$10	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$10	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$184,096	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$109,086	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$75,010	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$8,904,087	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$8,904,087	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,088,183	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$109,086	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$8,979,097	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,699,477	ExcessRevenueOverExpensesAmt
Net Investment Income	$684,603	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$8,901,562	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,154,697	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,154,697	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$8,229,458	OtherInvestmentsBOYAmt
Other Investments EOY	$18,700,354	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$25,795,643	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$24,554	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$17,155,574	TotalAssetsBOYAmt
Total Assets EOY	$20,855,051	TotalAssetsEOYAmt
Total Assets EOYFMV	$27,950,340	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$17,155,574	RetainedEarningBOYAmt
Retained Earning EOY	$20,855,051	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$17,155,574	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$20,855,051	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$17,155,574	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$20,855,051	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$17,155,574	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,699,477	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$20,855,051	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$20,855,051	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100,000 TRUIST FINL CORP	P	2020-04-14	2024-12-16	$100,000	$96,233	$3,767	$3,767
100,000 WELLS FARGO & COMPAN	P	2018-01-31	2025-06-16	$100,000	$109,875	-$9,875	-$9,875

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$6,108	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,516	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$9,516	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$9,516	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$9,861	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$9,861	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$345	OverpaymentAmt
Applied To ES Tax	$345	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MI	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	STERLING FOUNDATION MANAGEMENT	IndividualWithBooksNm
Phone	7034379720	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	12030 SUNRISE VALLEY DRIVE STE 450	AddressLine1Txt
City	RESTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20191	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	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
EDWARD C LEVY JR
12030 SUNRISE VALLEY DR STE 450	RESTON	VA	20191	PRESIDENT/DIRECTOR	1.00	$0	$0	$0
LINDA DRESNER LEVY
12030 SUNRISE VALLEY DR STE 450	RESTON	VA	20191	TREASURER/DIRECTOR	1.00	$0	$0	$0
PATRICK T DUERR
12030 SUNRISE VALLEY DR STE 450	RESTON	VA	20191	SECRETARY/DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
MERRILL LYNCH
ONE BRYANT PARK	NEW YORK	NY	10036	INVESTMENT SERVICES	$109,086
STERLING FOUNDATION MANAGEMENT LLC
12030 SUNRISE VALLEY DR STE 450	RESTON	VA	20191	MANAGEMENT SERVICES	$75,000

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,806,692	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$17,191,172	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$23,997,864	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$23,997,864	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$359,968	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$23,637,896	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,181,895	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,181,895	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,516	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,516	TotalTaxAmt
Distributable Before Adj	$1,172,379	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,172,379	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,172,379	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$8,979,097	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$8,979,097	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,172,379	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,876,427	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$6,040,046	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$16,138,652	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$9,820,305	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$7,718,881	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$42,594,311	TotalExcessDistributionCyovAmt
Qualifying Distributions	$8,979,097	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,172,379	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$7,806,718	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$50,401,029	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$2,876,427	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$47,524,602	ExcessDistriCyovToNextYrAmt
Excess From Year4	$6,040,046	ExcessFromYear4Amt
Excess From Year3	$16,138,652	ExcessFromYear3Amt
Excess From Year2	$9,820,305	ExcessFromYear2Amt
Excess From Year1	$7,718,881	ExcessFromYear1Amt
Excess From Current Year	$7,806,718	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	EDWARD C LEVY JR	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ISRAEL EDUCATION FOUNDATION (AIEF)
251 H STREET NW	WASHINGTON	DC	20001	PC	GENERAL SUPPORT	$125,000
ALZHEIMER'S ASSOCIATION
25200 TELEGRAPH RD STE 100	SOUTHFIELD	MI	48033	PC	GENERAL SUPPORT	$10,000
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREET	NEW YORK	NY	10022	PC	GENERAL SUPPORT	$1,250
AMERICAN TECHNION SOCIETY
55 EAST 59TH STREET	NEW YORK	NY	10022	PC	GENERAL SUPPORT	$10,000
ASPEN MUSIC FESTIVAL & SCHOOL
225 MUSIC SCHOOL ROAD	ASPEN	CO	81611	PC	GENERAL SUPPORT	$5,000
BEYOND BASICS
18000 WEST NINE MILE ROAD 450	SOUTHFIELD	MI	48075	PC	GENERAL SUPPORT	$8,000
BRILLIANT DETROIT
5675 LARKINS STREET	DETROIT	MI	48210	PC	GENERAL SUPPORT	$150,000
CARE HOUSE OF OAKLAND COUNTY
44765 WOODWARD AVENUE	PONTIAC	MI	48341	PC	GENERAL SUPPORT	$25,000
CENTRAL FUND OF ISRAEL
429 CENTRAL AVENUE	CEDARHURST	NY	11516	PC	ISRAEL ADVOCACY	$100,000
CHILD SAFE MICHIGAN (JUDSON CENTER)
30301 NORTHWESTERN HIGHWAY STE 100	FARMINGTON HILLS	MI	48334	PC	GENERAL SUPPORT	$15,000
DETROIT OPERA
1526 BROADWAY STREET	DETROIT	MI	48226	PC	GENERAL SUPPORT	$500,000
DETROIT PUBLIC THEATRE
3960 THIRD AVENUE	DETROIT	MI	48201	PC	GENERAL SUPPORT	$50,000
DETROIT SYMPHONY ORCHESTRA
3711 WOODWARD AVENUE	DETROIT	MI	48201	PC	GENERAL SUPPORT	$100,000
FRANKEL JEWISH ACADEMY
6600 WEST MAPLE ROAD	WEST BLOOMFIELD	MI	48322	PC	GENERAL SUPPORT	$1,800
ELNET - US
5215 OLD ORCHARD RD STE 880	SKOKIE	IL	60077	PC	GENERAL SUPPORT	$100,000
FRIENDS OF JEWISH SENIOR LIFE
6710 W MAPLE ROAD	WEST BLOOMFIELD TOWNSH	MI	48322	PC	GENERAL SUPPORT	$2,500
GLEANERS COMMUNITY FOOD BANK
PO BOX 44050	DETROIT	MI	48244	PC	GENERAL SUPPORT	$15,000
GREAT LAKES CHAMBER MUSIC FESTIVAL
24901 NORTHWESTERN HIGHWAY SUITE	SOUTHFIELD	MI	48075	PC	GENERAL SUPPORT	$2,800	312
HENRY FORD HEALTH SYSTEM
1 FORD PLACE 5A	DETROIT	MI	48202	PC	LUNG CANCER RESEARCH INNOVATION FUND	$2,000,000
HILLEL OF METRO DETROIT - WSU
5221 GULLEN MALL 667 STUDENT CENTER	DETROIT	MI	48202	PC	GENERAL SUPPORT	$20,000	BUILDING
THE ZEKELMAN HOLOCAUST CENTER
28123 ORCHARD LAKE ROAD	FARMINGTON HILLS	MI	48334	PC	GENERAL SUPPORT	$10,000
IMPACT ISRAEL
200 HIGHLAND AVENUE SUITE 301	NEEDHAM	MA	02494	PC	GENERAL SUPPORT	$75,000
JEWISH FAMILY SERVICE
6555 WEST MAPLE ROAD	WEST BLOOMFIELD	MI	48322	PC	GENERAL SUPPORT	$1,000
JEWISH HISTORICAL SOCIETY OF MICHIGAN
6632 TELEGRAPH RD 208	BLOOMFIELD HILLS	MI	48301	PC	GENERAL SUPPORT	$10,000
JEWISH SENIOR LIFE FOUNDATION
6710 W MAPLE RD	WEST BLOOMFIELD TOWNSH	MI	48322	PC	GENERAL SUPPORT	$2,500
JINSA
1101 14TH STREET NW 1030	WASHINGTON	DC	20005	PC	GENERAL SUPPORT	$2,000
KARMANOS CANCER INSTITUTE
4100 JOHN R STREET	DETROIT	MI	48201	PC	GENERAL SUPPORT	$60,396
KIDSREAD2KIDS
32400 TELEGRAPH RD	BINGHAM FARMS	MI	48025	PC	GENERAL SUPPORT	$25,000
KIPP WHOLE CHILD CENTER DBA KIPP MICHIGAN
19321 W CHICAGO	DETROIT	MI	48228	PC	FOR THE ACQUISITION OF LAND FOR KIPP DETROIT: IMANI ACADEMY K-8 FACILITY	$1,428,341
MACKINAC CENTER FOR PUBLIC POLICY
140 WEST MAIN PO BOX 568	MIDLAND	MI	48640	PC	GENERAL SUPPORT	$100,000
MICHIGAN STATE UNIVERSITY HILLEL
360 CHARLES STREET	EAST LANSING	MI	48823	PC	GENERAL SUPPORT	$10,000
MIT (MASSACHUSETTS INSTITUTE OF TECHNOLOGY)
PO BOX 412926	BOSTON	MA	02241	PC	GENERAL SUPPORT	$240,000
MIT HILLEL
PO BOX 412926	BOSTON	MA	02241	PC	GENERAL SUPPORT	$5,000
NF FORWARD
1074 WOODWARD AVE	DETROIT	MI	48226	PC	GENERAL SUPPORT	$10,000
NORTHWOOD UNIVERSITY
4000 WHITING DRIVE	MIDLAND	MI	48640	PC	GENERAL SUPPORT	$2,000
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE SUITE 200	MANHATTAN BEACH	CA	90266	PC	GENERAL SUPPORT	$10,000
PILOT LIGHT FOUNDATION
10960 WILSHIRE BLVD SUITE 700	LOS ANGELES	CA	90024	PF	GENERAL SUPPORT	$250,000
SIMON WIESENTHAL CENTER
1399 ROXBURY DRIVE	LOS ANGELES	CA	90035	PC	GENERAL SUPPORT	$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38015	PC	GENERAL SUPPORT	$1,500
THE CHILDREN'S FOUNDATION
3011 WEST GRAND BLVD	DETROIT	MI	48202	PC	HEALTHY BODY - HEALTHY MINDS ENDOWMENT, MICHIGAN CENTRAL STATION CHILDREN'S ENDOWMENT, SUPPORT PROGRAMS THAT UTILIZE ALTERNATIVE METHODS WITH CHILDREN COPING WITH THE EFFECTS OF ILLNESS INCLUDING CANCER AND THE TREATMENTS FOR THOSE ILLNESSES	$1,600,000
THE CRANBROOK SCHOOLS FUND
OFFICE OF ADVANCEMENT PO BOX 801	BLOOMFIELD HILLS	MI	48303	PC	GENERAL SUPPORT	$2,500
THE HEAT AND WARMTH FUND - THAW
PO BOX 77000	DETROIT	MI	48277	PC	GENERAL SUPPORT	$5,000
THE HENRY FORD (EDISON INSTITUTE)
20900 OAKWOOD BOULEVARD	DEARBORN	MI	48124	PC	GENERAL SUPPORT	$1,000,000
THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1111 19TH ST NW STE 500	WASHINGTON	DC	20036	PC	GENERAL SUPPORT	$25,000
UNIVERSITY OF MICHIGAN HILLEL
1429 HILL STREET	ANN ARBOR	MI	48104	PC	GENERAL SUPPORT	$10,000
YAD EZRA
2850 WEST 11 MILE ROAD	BERKLEY	MI	48072	PC	GENERAL SUPPORT	$25,000
MSU FOUNDATION
SPARTAN WAY 535 CHESTNUT RD ROOM	EAST LANSING	MI	48824	PC	THE JEWISH STUDIES PROGRAM	$250,000	300
THANKS TO SCANDINAVIA INC
2218 BROADWAY SUITE 205	NEW YORK	NY	10024	PC	GENERAL SUPPORT	$500
THE ENGINEERING SOCIETY OF DETROIT
20700 CIVIC CENTER DRIVE - SUITE	SOUTHFIELD	MI	48076	PC	GENERAL SUPPORT	$1,000	450
MUSEUM OF CONTEMPORARY ART DETROIT
4454 WOODWARD AVENUE	DETROIT	MI	48201	PC	GENERAL SUPPORT	$500,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$8,904,087	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$79	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$793,406	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$283	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$6,108	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$79	UnrelatedBusinessTaxblIncmAmt
Exclusion	$787,581	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$787,660	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	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	EDWARD C AND LINDA DRESNER LEVY	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	12030 SUNRISE VALLEY DRIVE STE 450	AddressLine1Txt
City	RESTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20191	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$12,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PILOT LIGHT FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10960 WILSHIRE BLVD STE 700	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90024	ZIPCd

Field	Value	IRS element (for citing)
Grant	2025-02-11	GrantDt
Grant	$250,000	GrantAmt
Purpose Of Grant	GENERAL SUPPORT	PurposeOfGrantTxt
Expended By Grantee	$250,000	ExpendedByGranteeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MERRILL 4495	AT COST	$512,441	$607,599
MERRILL 4497	AT COST	$16,687,913	$23,688,044
OPNA IMMUNO ONCOLOGY SA	AT COST	$1,500,000	$1,500,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	PREPAID TAXES	Desc
BOY Book Value	$24,554	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BUSINESS REGISTRATION FEES	Desc
Revenue And Expenses Per Books	$10	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$10	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OAKTREE CAPITAL	Desc
Revenue And Expenses Per Books	$283	RevenueAndExpensesPerBooksAmt
Net Investment Income	$283	NetInvestmentIncomeAmt
Adjusted Net Income	$283	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOUNDATION MANAGEMENT FEES	$75,000	$0	$75,000
INVESTMENT FEES	$109,086	$109,086	$0