Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
WILLIAM S & INA LEVINE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2801 EAST CAMELBACK ROAD NO 450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85016
A Employer identification number

86-0866703
B Telephone number (see instructions)

(602) 248-8181
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$25,517,511J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 245,961 245,961  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,443
b Gross sales price for all assets on line 6a 52,662
7 Capital gain net income (from Part IV, line 2)... 27,443
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,061,032 1,061,032  
12 Total. Add lines 1 through 11........ 1,334,436 1,334,436  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 3,683 3,683   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 40,282 299   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20,877 20,877   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,842 24,859   0
25 Contributions, gifts, grants paid....... 1,574,000 1,574,000
26 Total expenses and disbursements. Add lines 24 and 25 1,638,842 24,859   1,574,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -304,406
b Net investment income (if negative, enter -0-) 1,309,577
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,693,296 1,659,122 1,659,122
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,319,546 Click to see attachment4,319,439 5,507,217
c Investments—corporate bonds (attach schedule)....... 109,581 Click to see attachment113,033 66,873
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 9,412,172 9,033,850 9,033,850
13 Investments—other (attach schedule).......... 8,674,220 Click to see attachment8,778,965 9,250,449
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,208,815 23,904,409 25,517,511
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 24,208,815 23,904,409
30 Total net assets or fund balances (see instructions)..... 24,208,815 23,904,409
31 Total liabilities and net assets/fund balances (see instructions). 24,208,815 23,904,409
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
24,208,815
2
Enter amount from Part I, line 27a .....................
2
-304,406
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,904,409
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
23,904,409
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a GAIN ON VERIZON / STRAIGHT PATH MERGER   2013-08-01 2018-03-01
b COMMERCEHUB INC/COM SER A CASH MERGER   2012-09-13 2018-05-22
c COMMERCEHUB INC/COM SER C CASH MERGER   2012-09-13 2018-05-22
d STEEL CANYON LP K-1 P 2018-12-01 2018-12-31
e STEEL CANYON LP K-1 P 2010-11-01 2018-12-31
ARENA SHORT DURATION FUND K-1 P 2014-12-31 2018-12-31
ARENA SHORT DURATION FUND K-1 P 2014-12-31 2018-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 27     27
b 910     910
c 1,843     1,843
d     10,129 -10,129
e 32,873     32,873
17,009     17,009
    15,090 -15,090
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       27
b       910
c       1,843
d       -10,129
e       32,873
      17,009
      -15,090
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 27,443
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,152,600 24,900,749 0.046288
2016 991,725 24,598,830 0.040316
2015 2,042,721 25,475,458 0.080184
2014 1,956,258 27,029,122 0.072376
2013 1,438,950 27,846,438 0.051674
2
Total of line 1, column (d) .....................
2
0.290838
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.058168
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
25,373,511
5
Multiply line 4 by line 3......................
5
1,475,926
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
13,096
7
Add lines 5 and 6........................
7
1,489,022
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,574,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 13,096
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,096
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,096
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 36,886
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 36,886
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 23,790
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet23,790 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNO WEB SITE
    14
    The books are in care ofbulletWILLIAM S & INA LEVINE FOUNDATION Telephone no.bullet (602) 248-8181

    Located atbullet2801 EAST CAMELBACK ROAD SUITE 450PHOENIXAZ ZIP+4bullet85016
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM S LEVINE PRESIDENT/DIRECTOR
    0.25     		0 0 0
    2801 EAST CAMELBACK ROAD SUITE 450
    PHOENIX,AZ85016
    JAY DAVID LEVINE DIRECTOR
    0.10     		0 0 0
    2801 EAST CAMELBACK ROAD SUITE 450
    PHOENIX,AZ85016
    JONATHAN LEVINE DIRECTOR
    0.10     		0 0 0
    2801 EAST CAMELBACK ROAD SUITE 450
    PHOENIX,AZ85016
    JULIE SCHOEN DIRECTOR
    0.10     		0 0 0
    2801 EAST CAMELBACK ROAD SUITE 450
    PHOENIX,AZ85016
    ANDREW COHN DIRECTOR
    0.10     		0 0 0
    2801 EAST CAMELBACK ROAD SUITE 450
    PHOENIX,AZ85016
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,877,968
    b
    Average of monthly cash balances.......................
    1b
    1,454,734
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,427,208
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,759,910
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    25,759,910
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    386,399
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,373,511
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,268,676
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,268,676
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    13,096
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,096
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,255,580
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,255,580
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,255,580
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,574,000
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,574,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    13,096
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,560,904
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,255,580
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 27,593
    b From 2014...... 634,486
    c From 2015...... 774,986
    d From 2016...... 285,319
    e From 2017......  
    fTotal of lines 3a through e........ 1,722,384
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,574,000
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,255,580
    e Remaining amount distributed out of corpus 318,420
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,040,804
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		27,593
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,013,211
    10 Analysis of line 9:
    a Excess from 2014.... 634,486
    b Excess from 2015.... 774,986
    c Excess from 2016.... 285,319
    d Excess from 2017....  
    e Excess from 2018.... 318,420
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN JEWISH COMMITTEE
    165 E 65TH ST SUITE 615
    NEW YORK,NY10022     		NONE PC 2018 MEDIA CAMPAIGN 5,000
    BETH JACOB CONGREGATION
    4855 COLLEGE AVENUE
    SAN DIEGO,CA92115     		NONE PC OPERATIONAL SUPPORT 7,500
    BETH JOSEPH CONGREGATION
    515 E BETHANY HOME RD
    PHOENIX,AZ85012     		NONE PC OPERATIONAL SUPPORT 10,000
    BETH JOSEPH CONGREGATION
    515 E BETHANY HOME RD
    PHOENIX,AZ85012     		NONE PC PILLAR OF REMEMBRANCE/AUSCHWITZ-BIRKENAU STATE MUSEUM 12,500
    BETH JOSEPH CONGREGATION
    515 E BETHANY HOME RD
    PHOENIX,AZ85012     		NONE PC OPERATIONAL SUPPORT 25,000
    BUREAU OF JEWISH EDUCATION
    12701 N SCOTTSDALE RD 206
    SCOTTSDALE,CA85254     		NONE PC OPERATIONAL SUPPORT 50,000
    CAREER CONCEPTS FOR YOUTH
    3112 E MARIPOSA STL B
    PHOENIX,AZ85016     		NONE PC STAY IN SCHOOL & ACHIEVE PROGRAM 5,000
    CHABAD LUBAVITCH OF ARIZONA
    2110 E LINCOLN DRIVE
    PHOENIX,AZ85016     		NONE PC OPERATIONAL SUPPORT 10,000
    CHABAD LUBAVITCH OF ARIZONA
    2110 E LINCOLN DRIVE
    PHOENIX,AZ85016     		NONE PC OPERATIONAL SUPPORT 10,000
    CHABAD LUBAVITCH OF ARIZONA
    2110 E LINCOLN DRIVE
    PHOENIX,AZ85016     		NONE PC OPERATIONAL SUPPORT 20,000
    CHABAD OF MESA
    941 S MAPLE
    MESA,AZ85206     		NONE PC OPERATIONAL SUPPORT 2,500
    HEBREW INSTITUTE OF WHITE PLAINS
    20 GREENRIDGE AVE
    WHITE PLAINS,NY10605     		NONE PC OPERATIONAL SUPPORT 3,000
    JEWISH FEDERATION OF GREATER PHOENIX
    12701 N SCOTTSDALE RD 201
    SCOTTSDALE,AZ85254     		NONE PC ANNUAL CAMPAIGN 450,000
    JEWISH FREE LOAN SOCIETY
    3443 N CENTRAL AVE 707
    PHOENIX,AZ85012     		NONE PC LOAN FUND FOR JEWISH FAMILIES 5,000
    JEWISH GENETIC DISEASES CENTER OF GREATER PHOENIX
    12701 N SCOTTSDALE RD 201
    SCOTTSDALE,AZ85254     		NONE PC OPERATIONAL SUPPORT 7,500
    JEWISH NATIONAL FUND
    78 RANDALL AVE
    ROCKVILLE CENTRE,NY11570     		NONE PC SPECIAL IN UNIFORM PROGRAM 25,000
    JEWISH NATIONAL FUND
    78 RANDALL AVE
    ROCKVILLE CENTRE,NY11570     		NONE PC SPECIAL IN UNIFORM PROGRAM 25,000
    PHOENIX COMMUNITY KOLLEL
    6516 N 7TH ST 104
    PHOENIX,AZ85014     		NONE PC OPERATIONAL SUPPORT 10,000
    PHOENIX COMMUNITY KOLLEL
    6516 N 7TH ST 104
    PHOENIX,AZ85014     		NONE PC OPERATIONAL SUPPORT 10,000
    PHOENIX SUNS CHARITIES
    201 E JEFFERSON ST
    PHOENIX,AZ85004     		NONE PC HELP UNDERPRIVILEGED CHILDREN ATTEND A PHOENIX MERCURY GAME 1,000
    PJ LIBRARY
    67 HUNT STREET SUITE 1
    AGAWAM,MA01001     		NONE PC B'NAI TZEDEK YOUTH PHILANTHROPY PROGRAM 50,000
    REMEMBER US THE HOLOCAUST BNAI MITZVAH PROJECT
    1112 MONTANA AVE
    SANTA MONICA,CA90402     		NONE PC "REMEMBER US" PROJECT FOR JEWISH TEENS 50,000
    THE CIESLA FOUNDATION
    5005 LINNEAN AVE NW
    WASHINGTON,DC20008     		NONE PC DOCUMENTARY FILM ABOUT MOE BERG 200,000
    TORAH HIGH SCHOOL
    9001 TOWNE CENTER DRIVE
    SAN DIEGO,CA92122     		NONE PC OPERATIONAL SUPPORT 5,000
    US HOLOCAUST MEMORIAL MUSEUM
    1880 CENTURY PARK E 820
    LOS ANGELES,CA90067     		NONE PC NEVER AGAIN: WHAT YOU DO MATTERS CAMPAIGN 25,000
    VALLEY OF THE SUN JCC
    12701 N SCOTTSDALE RD 201
    SCOTTSDALE,AZ85254     		NONE PC GALA HONORING BUD SELIG 500,000
    VISTA COLLEGE PREP
    812 S 6TH AVE
    PHOENIX,AZ85003     		NONE PC OPERATIONAL SUPPORT 25,000
    YESHIVA HIGH SCHOOL OF ARIZONA
    115 E TUCKEY LANE
    PHOENIX,AZ85012     		NONE PC BUILDING CAMPAIGN 25,000
    Total .................................bullet 3a 1,574,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 245,961  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16    
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,061,032  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 27,443  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,334,436 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,334,436
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 GeneralExplanationAttachment
    Name:
    WILLIAM S & INA LEVINE FOUNDATION INC
    EIN:
    86-0866703
    Identifier Return Reference Explanation
      PART VII-B, QUESTION 1(A)(3) LEVINE INVESTMENTS, LP, A RELATED PARTY, DONATED OFFFICE SPACE AND ADMINSTRATIVE SERVICES TO WILLIAM S. AND INA LEVINE FOUNDATION, INC. DURING 2018 AT NO CHARGE. THIS ACT IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(C).

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM S & INA LEVINE FOUNDATION INC
    EIN:
    86-0866703
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PUTNUM HIGH YIELD TRUST FUND 113,033 66,873

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WILLIAM S & INA LEVINE FOUNDATION INC
    EIN:
    86-0866703
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AES CORP 93,850 58,621
    AMERISOURCEBERGEN CORP 57,973 187,042
    ANALOG DEVICES INC 89,538 233,801
    AT & T CORP 26,018 85,477
    AVANOS MED INC (FNA HALYARD HEALTH) 136 134
    BAKER HUGHES INC 36,658 10,771
    BANK OF AMERICA CORPORATION 52,496 25,010
    BARRICK GOLD 43,585 19,349
    BECTON DICKINSON & CO 147,542 155,020
    BOSTON BEER COMPANY INC. A 66,610 436,884
    BP AMOCO P L C SPONS ADR 136,543 86,458
    CAMPBELL SOUP CO 23,864 20,322
    CBS 76,082 108,076
    CHUBB CORP 24,222 36,170
    CITIGROUP INC 3,656 3,696
    COCA-COLA CO 23,585 45,740
    COMCAST CORP CLA A 28,987 70,552
    COMMUNITY HEALTH SYSTEMS 6,543 446
    CORNING INC 37,973 55,284
    CSS INDS INC 21,312 5,741
    D.R.HORTON INC 29,463 37,779
    DEUTSCHE TELEKOM AG SPON ADR 90,527 86,649
    DISCOVERY COMM INC CMN A 4,633 7,348
    DISCOVERY COMM INC CMN C 4,633 20,564
    DISNEY (WALT) CO 6,542 20,943
    FRESENIUS MEDICAL CARE ADR 25,326 34,981
    GCI LIBERTY IN CL A COM (FNA LIBERTY INTERACTIVE) 3,403 10,084
    HUNTINGTON INGALLS 2,701 14,083
    IDT CORP CL B 5,127 7,341
    JP MORGAN CHASE 21,786 45,491
    KIMBERLY-CLARK CORP 1,598 2,735
    LIBERTY BROADBAND CORP COM SER A 5,484 7,181
    LIBERTY BROADBAND CORP COM SER C 10,880 18,728
    LIBERTY EXPEDIA HOLDINGS SER A COM 163 6,375
    LIBERTY LATIN AMERICA LTD CL A 0 724
    LIBERTY LATIN AMERICA LTD CL C 0 2,244
    LIBERTY GLOBAL PLC SHS CL A 8,205 6,231
    LIBERTY GLOBAL PLC SHS CL C 8,087 18,246
    LIBERTY MEDIA CORP DEL COM SER A BRAVES 33,591 998
    LIBERTY MEDIA CORP DEL COM SER A FORMULA ONE 0 2,972
    LIBERTY MEDIA CORP DEL COM SER A SIRIUS XM 33,591 14,720
    LIBERTY MEDIA CORP DEL COM SER C BRAVES 0 3,509
    LIBERTY MEDIA CORP DEL COM SER C FORMULA ONE 37,600 6,140
    LIBERTY MEDIA COPR DEL COM SER C SIRIUS XM 32,655 29,584
    LIBERTY TRIP ADVISOR HOLDINGS 7,082 3,146
    LIONSGATE 7,115 4,032
    LUMENTIUM HOLDINGS 153 6,428
    MICROSOFT CORP 16,102 56,473
    NORTHROP GRUMMAN COR 29,873 108,980
    PROCTER & GAMBLE CO 32,712 47,063
    QUEST DIAGNOSTICS INC 17,060 26,813
    QUORUM HEALTH CORPORATION 1,069 113
    QURATE RETAIL GROUP (FNA ROVI CORPORATION) 7,592 29,026
    RAFAEL HOLDINGS 2,599 4,703
    SEALED AIR CORP NEW 31,087 34,422
    TEJON RANCH 313,250 139,272
    THERMO FISHER SCIENTIFIC INC 11,848 58,633
    TIVO INC COM 528 2,729
    TRAVELERS COS 2,549 5,868
    UNIVERSAL HLTH SVCS 112,004 473,700
    US BANCORP NEW 118,358 158,853
    BAUSCH HEALTH CO (FNA VALEANT PHARMACEUTICALS) 305,480 140,506
    VERIZON 2,876 126,551
    VIACOM CLASS B 889,380 520,425
    VIAVI SOLUTIONS, INC. 166 7,728
    WAL-MART STORES INC 47,425 95,106
    WELLS FARGO & CO NEW 47,932 70,134
    ZEDGE 0 967
    GENIE ENERGY LTD 7,543 8,883
    AVALONBAY COMMUNITIES INC. 48,387 65,617
    REALTY INCOME CORP 895,960 1,260,800
    COMMUNITY HEALTH SYSTEMS INC NEW CONTINGENT VALUE RT 141 2

    TY 2018 InvestmentsOtherSchedule2
    Name:
    WILLIAM S & INA LEVINE FOUNDATION INC
    EIN:
    86-0866703
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STEEL CANYON PARTNERS AT COST 518,257 548,261
    PACIFIC PROVING FMV 6,613,156 7,351,570
    ARENA SHORT DURATION HIGH YIELD F FMV 1,284,200 1,223,549
    PACIFIC CASA, LLC AT COST 10,221 10,221
    PACIFIC FH RESORT LLC AT COST 6,996 6,996
    PACIFIC RH, LLC AT COST 4,118 4,118
    PACIFIC MARINA COVES LLC FMV 342,017 105,734

    TY 2018 LegalFeesSchedule
    Name:
    WILLIAM S & INA LEVINE FOUNDATION INC
    EIN:
    86-0866703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 3,683 3,683   0


    TY 2018 OtherExpensesSchedule
    Name:
    WILLIAM S & INA LEVINE FOUNDATION INC
    EIN:
    86-0866703
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 398 398   0
    FILING FEES 10 10   0
    OFFICE EXPENSE 177 177   0
    K-1: ARENA SHORT TERM DURATION HIGH YIELD FUND LP 13,919 13,919   0
    K-1: STEEL CANYON PARTNERS LP 6,373 6,373   0


    TY 2018 OtherIncomeSchedule2
    Name:
    WILLIAM S & INA LEVINE FOUNDATION INC
    EIN:
    86-0866703
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MORTGAGE INTEREST 1,056,946 1,056,946 1,056,946
    OTHER MORTGAGE INCOME 1,049 1,049 1,049
    ARENA SHORT DURATION FUND K-1 3,053 3,053 3,053
    STEEL CANYON PARTNERS K-1 -16 -16 -16


    TY 2018 TaxesSchedule
    Name:
    WILLIAM S & INA LEVINE FOUNDATION INC
    EIN:
    86-0866703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 292 291   0
    FEDERAL INCOME TAXES 39,982 0   0
    STEEL CANYON LP K-1 8 8   0