LEVIN FAMILY CHARTABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LEVIN FAMILY CHARTABLE FOUNDATION (EIN 86-0974340)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349104811
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T17:32:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | 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 | 860974340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVIN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 6027051740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5502 E CAMELHILL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZACHARY LEVIN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6027051740 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN M BASS | PreparerPersonNm |
| PTIN | P01247587 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,773,029 | 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 | $366,071 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $149,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,586,863 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,576 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,847 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $762,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $393,145 | 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 |
| Accounting Fees Rev And Expnss | $3,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,775 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,336 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $164 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,127 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,127 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $458,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,018 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,030 | CashBOYAmt |
| Cash EOY | $33,110 | CashEOYAmt |
| Cash EOYFMV | $33,110 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $388,587 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $395,862 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,093,614 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,122,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,134,127 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $288,957 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $302,156 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,879,568 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,330,683 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,907,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,015,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,163,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,773,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,015,212 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,163,683 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,015,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,163,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,015,212 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,163,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,015,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $458,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,473,355 | SubtotalAmt |
| Other Decreases | $309,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,163,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY PUBLICLY TRADED SECURITIES - ST | P | 2025-01-01 | 2025-12-31 | $644,011 | $724,779 | -$80,768 | -$80,768 |
| MORGAN STANLEY PUBLICLY TRADED SECURITIES - LT | P | 2012-07-12 | 2025-12-31 | $876,779 | $615,665 | $261,114 | $261,114 |
| MORGAN STANLEY PUBLICLY TRADED SECURITIES - LT | P | 2009-03-23 | 2025-12-31 | $44,060 | $2,843 | $41,217 | $41,217 |
| CAPITAL GAINS DIVIDENDS | P | $22,013 | $22,013 | $22,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,576 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,060 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,060 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,840 | 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 | $9,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,780 | OverpaymentAmt |
| Applied To ES Tax | $4,780 | 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 | AZ | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | ZACHARY LEVIN | IndividualWithBooksNm |
| Phone | 6027051740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5502 E CAMELHILL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| TOM S LEVIN | ||||||||
| 5502 E CAMELHILL ROAD | PHOENIX | AZ | 85018 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SHERI A LEVIN | ||||||||
| 5502 E CAMELHILL ROAD | PHOENIX | AZ | 85018 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ZACHARY LEVIN | ||||||||
| 5502 E CAMELHILL ROAD | PHOENIX | AZ | 85018 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| TESS LEVIN | ||||||||
| 5502 E CAMELHILL ROAD | PHOENIX | AZ | 85018 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $5,487,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,495,237 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,495,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,412,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,060 | TotalTaxAmt |
| Distributable Before Adj | $265,580 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,580 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,288 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $259,288 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,961 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $14,006 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,962 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,288 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $259,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,292 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,292 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,670 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,675 | ExcessFromYear3Amt |
| Excess From Year1 | $1,995 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 1028 E MCDOWELL RD | PHOENIX | AZ | 85006 | PC | PROGRAM SUPPORT | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | PC | PROGRAM SUPPORT | $5,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | PC | PROGRAM SUPPORT | $5,000 |
| ARIZONA SCIENCE CENTER | ||||||
| 600 E WASHINGTON ST | PHOENIX | AZ | 85004 | PC | PROGRAM SUPPORT | $5,000 |
| ART ONE FOUNDATION | ||||||
| 4130 N MARSHALL WAY | SCOTTSDALE | AZ | 85251 | PC | PROGRAM SUPPORT | $2,500 |
| BORDERLANDS PRODUCE RESCUE | ||||||
| 270 W PRODUCE ROW | NOGALES | AZ | 85621 | PC | PROGRAM SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF THE VALLEY | ||||||
| 4309 E BELLEVIEW ST BLDG 14 | PHOENIX | AZ | 85008 | PC | PROGRAM SUPPORT | $5,000 |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||
| 747 3RD AVE 33RD FLOOR | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $2,500 |
| CENTER FOR JEWISH PHILANTHROPY | ||||||
| 12701 N SCOTTSDALE RD 201 | SCOTTSDALE | AZ | 85254 | PC | PROGRAM SUPPORT | $5,000 |
| CONGREGATION BETH ISRAEL | ||||||
| 10460 N 56TH ST | PARADISE VALLEY | AZ | 85253 | PC | PROGRAM SUPPORT | $10,300 |
| DESERT BOTANICAL GARDENS | ||||||
| 1201 N GALVIN PKWY | PHOENIX | AZ | 85008 | PC | PROGRAM SUPPORT | $5,000 |
| DIRECT RELIEF | ||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | PROGRAM SUPPORT | $5,000 |
| FEEDING AMERICA | ||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT | $5,000 |
| FRIENDS OF THE ISRAELI DEFENSE FORCE | ||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | PROGRAM SUPPORT | $20,000 |
| HARLEM LACROSSE | ||||||
| 8 WEST 126TH STREET | NEW YORK | NY | 10027 | PC | PROGRAM SUPPORT | $5,000 |
| HARVEST COMPASSION CENTER | ||||||
| 4744 E THUNDERBIRD ROAD STE 9 | PHOENIX | AZ | 85032 | PC | PROGRAM SUPPORT | $3,500 |
| HONORHEALTH FOUNDATION | ||||||
| 8125 N HAYDEN ROAD | PHOENIX | AZ | 85258 | PC | PROGRAM SUPPORT | $10,000 |
| JACOBS HOPE | ||||||
| 1150 N COUNTRY CLUB DR UNIT 12 | MESA | AZ | 85201 | PC | PROGRAM SUPPORT | $5,249 |
| JEWISH COMMUNITY FOUNDATION OF GR PHX | ||||||
| 12701 N SCOTTSDALE RD 202 | SCOTTSDALE | AZ | 85254 | PC | PROGRAM SUPPORT | $10,000 |
| JEWISH FREE LOAN | ||||||
| 3443 N CENTRAL AVE STE 707 | PHOENIX | AZ | 85012 | PC | PROGRAM SUPPORT | $2,500 |
| JEWISH NATIONAL FUND USA | ||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | PC | PROGRAM SUPPORT | $10,000 |
| KIDNEY FOUNDATION - AZ WOMEN'S BOARD | ||||||
| 5921 E INDIAN BEND RD | PARADISE VALLEY | AZ | 85253 | PC | PROGRAM SUPPORT | $10,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 111 SHARKS WY | SAN JOSE | CA | 95113 | PC | PROGRAM SUPPORT | $5,000 |
| MAYO CLINIC | ||||||
| 5701 E MAYO BLVD | PHOENIX | AZ | 85054 | PC | PROGRAM SUPPORT | $20,000 |
| MERONA LEADERSHIP FOUNDATION | ||||||
| 15910 VENTURA BLVD STE 700 | ENCINO | CA | 91436 | PC | PROGRAM SUPPORT | $5,100 |
| AMERICAN LEADERSHIP ACADEMY GILBERT NORTH K-6 FUN RUN - MIABELLA MOORE | ||||||
| 1010 S HIGLEY RD | GILBERT | AZ | 85296 | PC | PROGRAM SUPPORT | $200 |
| MIM (MUSICAL INSTRUMENT FOUNDATION) | ||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | PC | PROGRAM SUPPORT | $5,000 |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | ||||||
| 375 KINGS HIGHWAY NORTH SUITE B | CHERRY HILL | NJ | 08034 | PC | PROGRAM SUPPORT | $3,000 |
| NATIONAL CENTER FOR PEDIATRIC PALLIATIVE CARE HOMES | ||||||
| PO BOX 25548 | SCOTTSDALE | AZ | 25548 | PC | PROGRAM SUPPORT | $5,000 |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | ||||||
| 5515 SECURITY LN 1105 | ROCKVILLE | MD | 20852 | PC | PROGRAM SUPPORT | $5,000 |
| PHOENIX ART MUSEUM | ||||||
| 1625 N CENTRAL AVE | PHOENIX | AZ | 85004 | PC | PROGRAM SUPPORT | $5,000 |
| PHOENIX CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 2929 E CAMELBACK RD | PHOENIX | AZ | 85016 | PC | PROGRAM SUPPORT | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | PROGRAM SUPPORT | $5,000 |
| TGEN | ||||||
| 445 N 5TH ST | PHOENIX | AZ | 85004 | PC | PROGRAM SUPPORT | $10,000 |
| U OF A FOUNDATION | ||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | PC | PROGRAM SUPPORT | $7,500 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON DC | DC | 20024 | PC | PROGRAM SUPPORT | $5,000 |
| V FOUNDATION FOR CANCER RESEARCH | ||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | PC | PROGRAM SUPPORT | $5,000 |
| VALLEY OF THE SUN JEWISH COMMUNITY CENTER | ||||||
| 12701 N SCOTTSDALE RD 201 | SCOTTSDALE | AZ | 85254 | PC | PROGRAM SUPPORT | $5,000 |
| VALLEY OF THE SUN UNITED WAY | ||||||
| 3200 EAST CAMELBACK ROAD SUITE 375 | PHOENIX | AZ | 85018 | PC | PROGRAM SUPPORT | $10,000 |
| WASTE NOT INC | ||||||
| 1700 N GRANITE REEF RD | SCOTTSDALE | AZ | 85257 | PC | PROGRAM SUPPORT | $5,000 |
| WOUNDED WARRIORS PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,349 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,576 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $395,992 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $395,992 | 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 | TOM AND SHERI LEVIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5502 E CAMELHILL RD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $366,071 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $366,071 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,550 | Amt |
| Net Investment Income | $1,775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,775 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY - CORPORATE FIXED INCOME | BondNm |
| EOY Book Value | $288,957 | EOYBookValueAmt |
| EOYFMV | $302,156 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - STOCKS | StockNm |
| EOY Book Value | $1,122,346 | EOYBookValueAmt |
| EOYFMV | $3,134,127 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $388,587 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $395,862 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY - ETFS & CEFS | AT COST | $912,003 | $1,382,271 |
| MORGAN STANLEY - MUTUAL FUNDS | AT COST | $418,680 | $525,503 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES DUE TO DONOR CARRYOVER BASIS | Desc |
| Amt | $309,672 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARIZONA CORPORATION REPORT | $10 | $0 | $10 |
| BANK PROCESSING FEES | $154 | $0 | $154 |
| INVESTMENT FEES | $27,336 | $27,336 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,847 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,847 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $15,505 | $0 | $0 |
| FOREIGN TAXES | $16 | $16 | $0 |