Francis And Gertrude Levett Foundation — Form 990PF, tax year 2018

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Form990-PF

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 12-01-2018 , and ending 11-30-2019
Name of foundation
FRANCIS AND GERTRUDE LEVETT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 16508
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT PETERSBURG, FL33733
A Employer identification number

59-3614021
B Telephone number (see instructions)

(727) 824-8710
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$32,626,396J 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 15,058 15,058  
4 Dividends and interest from securities... 648,939 648,939  
5a Gross rents............ 474,160 474,160  
b Net rental income or (loss) 344,218
6a Net gain or (loss) from sale of assets not on line 10 659,065
b Gross sales price for all assets on line 6a 8,797,931
7 Capital gain net income (from Part IV, line 2)... 659,065
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).......      
12 Total. Add lines 1 through 11........ 1,797,222 1,797,222  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 299,541 299,541   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 17,826 17,826   0
b Accounting fees (attach schedule)....... Click to see attachment 23,680 23,680   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,494 5,494   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 128,205 128,205  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,239 7,239   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 17,565 17,565   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 499,550 499,550   0
25 Contributions, gifts, grants paid....... 1,323,081 1,323,081
26 Total expenses and disbursements. Add lines 24 and 25 1,822,631 499,550   1,323,081
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,409
b Net investment income (if negative, enter -0-) 1,297,672
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......... 560,658 1,407,535 1,407,535
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) 50,486 Click to see attachment50,267 50,406
b Investments—corporate stock (attach schedule)....... 12,092,710 Click to see attachment12,551,951 15,127,159
c Investments—corporate bonds (attach schedule)....... 9,822,065 Click to see attachment8,618,962 8,841,296
11 Investments—land, buildings, and equipment: basis bullet7,200,000
Less: accumulated depreciation (attach schedule) bullet283,120 7,045,085 Click to see attachment6,916,880 7,200,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 29,571,004 29,545,595 32,626,396
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.................. 29,571,004 29,545,595
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 29,571,004 29,545,595
31 Total liabilities and net assets/fund balances (see instructions). 29,571,004 29,545,595
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
29,571,004
2
Enter amount from Part I, line 27a .....................
2
-25,409
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
29,545,595
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
29,545,595
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 9350 SH AFLAC INC P   2019-11-05
b 3125 SH AMERICAN WATER WORKS CO P 2019-08-19 2018-07-17
c 500 SH AMGEN INC P   2019-01-14
d 1925 SH AMGEN INC P   2019-06-06
e 1650 SH APPLE INC P   2019-02-13
58425 SH ARCHER DANIELS P 2018-07-17 2019-01-14
1900 SH AUTOMATIC DATA PROCESSING P 2018-06-05 2019-11-05
3500 SH BANK OF MONTREAL P   2019-01-14
5075 SH BANK OF NEW YORK MELLON P 2019-02-13 2019-06-06
295 SH BOEING CO P   2019-03-18
1975 SH CME GROUP INC P 2018-07-17 2019-02-13
475 SH CME GROUP INC P 2017-09-22 2019-02-13
500000 SH CHEVERON CORP SR P 2016-11-02 2019-11-15
1700 SH DIAGEO PLC SPONSORED P 2018-06-05 2019-11-05
25000 SH DU PONT E I DE NEMOURS P 2015-02-13 2019-04-22
880 SH BOEING CO P   2019-11-05
3025 SH DUKE ENERGY CORP P 2018-05-08 2019-08-19
6375 SH EMERSON ELECTRIC P   2019-06-06
500000 SH GENERAL ELEC CAP P 2016-12-12 2019-02-22
9400 SH GENERAL MILLS P   2019-08-19
5000 SH INTERNATIONAL BUSINESS MACHINES P 2013-12-27 2019-05-15
500000 SH JPMORGAN CHASE & CO P 2016-09-30 2019-10-22
25000 SH LOCKHEED MARTIN CORP P 2011-01-19 2019-11-15
1200 SH MERCK & CO INC P 2018-06-05 2019-01-14
4000 SH OCCIDENTAL PETE CORP P 2018-02-26 2019-01-14
25000 SH ORACLE CORP P 2013-08-12 2019-01-15
950 SH PAYCHEK INC P   2019-06-06
25000 PEPSICO INC P 2013-09-19 2019-01-07
2575 SH PFIZER INC COM P   2019-01-14
1825 SH PUBLIC STORAGE P 2017-09-22 2019-01-14
525000 VERIZON COMMUNICATIONS P   2019-03-29
4995 WALGREENS BOOTS ALLIANCE P 2018-10-03 2019-03-18
1025 SH WASTE MGMT INC P 2018-07-17 2019-06-06
3600 SH ROYAL DUTCH SHELL P 2018-07-17 2019-02-13
CAPITAL GAINS DIVIDENDS P    
(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 494,617   421,070 73,547
b 387,740   274,362 113,378
c 99,888   84,787 15,101
d 337,026   307,302 29,724
e 282,102   214,020 68,082
361,289   402,281 -40,992
300,859   255,504 45,355
244,824   247,575 -2,751
220,976   267,301 -46,325
109,128   39,109 70,019
85,683   80,018 5,665
356,261   264,672 91,589
500,000   500,000 0
271,790   250,876 20,914
25,259   25,099 160
315,558   140,985 174,573
274,174   236,358 37,816
398,677   447,640 -48,963
485,000   511,637 -26,637
516,845   416,604 100,241
50,000   49,449 551
500,000   500,000 0
25,000   25,000 0
88,815   73,890 14,925
264,114   270,342 -6,228
25,000   25,000 0
81,861   55,614 26,247
25,000   25,000 0
109,133   84,638 24,495
366,819   391,054 -24,235
530,570   537,973 -7,403
313,236   368,790 -55,554
115,643   85,798 29,845
234,144   259,118 -24,974
900     900
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       73,547
b       113,378
c       15,101
d       29,724
e       68,082
      -40,992
      45,355
      -2,751
      -46,325
      70,019
      5,665
      91,589
      0
      20,914
      160
      174,573
      37,816
      -48,963
      -26,637
      100,241
      551
      0
      0
      14,925
      -6,228
      0
      26,247
      0
      24,495
      -24,235
      -7,403
      -55,554
      29,845
      -24,974
      900
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 2 659,065
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 1,369,811 30,791,184 0.044487
2016 417,505 9,243,619 0.045167
2015 0 1,853,944 0.000000
2014 89,000 1,675,228 0.053127
2013 89,935 1,596,784 0.056323
2
Total of line 1, column (d) .....................
2
0.199104
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
0.039821
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
31,427,634
5
Multiply line 4 by line 3......................
5
1,251,480
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
12,977
7
Add lines 5 and 6........................
7
1,264,457
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,323,081
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 12,977
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 12,977
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 12,977
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,000
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 6,000
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 6,977
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
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)
    bullet
    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 addressbulletLEVETTFOUNDATION.ORG
    14
    The books are in care ofbulletSABAL TRUST COMPANY Telephone no.bullet (727) 824-8700

    Located atbullet101 CENTRAL AVENUESAINT PETERSBURGFL ZIP+4bullet33701
    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
     
     
    ........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
    SABAL TRUST COMPANY CO TRUSTEE
    20.00     		228,471 0 0
    101 CENTRAL AVENUE
    SAINT PETERSBURG,FL33701
    PATRICIA ROTH CO TRUSTEE
    3.00     		37,500 0 6,416
    3300 1ST STREET
    OCEANSIDE,NJ115725208
    JOHN F RALPH JR CO TRUSTEE
    3.00     		33,570 0 0
    6850 CENTRAL AVENUE STE B
    SAINT PETERSBURG,FL33707
    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
    23,890,405
    b
    Average of monthly cash balances.......................
    1b
    815,822
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,200,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,906,227
    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
    31,906,227
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    478,593
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    31,427,634
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,571,382
    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
    1,571,382
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    12,977
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,977
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,558,405
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,558,405
    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
    1,558,405
    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
    1,323,081
    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
    1,323,081
    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
    12,977
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,310,104
    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 1,558,405
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 157,289
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,323,081
    a Applied to 2017, but not more than line 2a 157,289
    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..... 1,165,792
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		392,613
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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
    BOY SCOUTS OF AMERICA
    13228 N CENTRAL AVE
    TAMPA,FL33612     		    FOR OUTDOOR EDUCATION 10,000
    CHI CHI RODRIGUEZ YOUTH FOUNDATION
    3030 N MCMULLEN BOOTH RD
    CLEARWATER,FL33761     		    FOR CHILDREN EDUCATION 25,000
    PARKINSON'S FOUNDATION
    200 SE 1ST STE 800
    MIAMI,FL33131     		    FOR MEDICAL ADVANCEMENT 40,000
    AMERICAN CANCER SOCIETY
    3709 W JETTON AVE
    TAMPA,FL33629     		    FOR MEDICAL ADVANCEMENT 50,000
    PACE CENTER FOR GIRLS
    4000 GATEWAY CENTER BLVD N STE 400
    PINELLAS PARK,FL33782     		    FOR GIRLS AND YOUNG WOMEN EDUCATION & COUNSELING 50,000
    OCEANSIDE LIBRARY
    30 DAVISON AVE
    OCEANSIDE,NY11572     		    FOR EDUCATION AND LITERACYFOR FAMILY ASSISTANCE 36,950
    CHILDREN'S DREAM FUND
    PO BOX 1881
    ST PETERSBURG,FL33731     		    FOR SICK CHILDREN WISHES 50,000
    SALVATION ARMY
    340 14TH AVE S
    ST PETERSBURG,FL33701     		    FOR SHELTER, MEALS, COUNSELING 50,000
    EASTER SEALS
    2403 HENRY AVE
    TAMPA,FL33610     		    FOR DISABILITY ASSISTANCE 49,786
    RONALD MCDONALD HOUSE
    35 DAVIS BLVD
    TAMPA,FL33606     		    FOR TEMPORARY HOUSING FOR FAMILIES OF SICK CHILDREN 55,000
    GREAT EXPLORATIONS
    255 BEACH DRIVE NE
    ST PETERSBURG,FL33701     		    FOR HANDS ON LEARNING FOR CHILDREN 50,000
    JOHN HOPKINS ALL CHILDRENS HOSPITAL
    501 6TH AVE S
    ST PETERSBURG,FL33701     		    FOR MEDICAL RESEARCH 50,000
    KIND MOUSE
    3934 HUNTINGTON ST NE
    ST PETERSBURG,FL33703     		    FOR FOOD TO NEEDY 40,525
    SOUTHEASTERN GUIDE DOGS
    4210 77TH ST E
    PALMETTO,FL34221     		    FOR MEDICAL/COMPANION ASSISTANCE FOR BLIND 58,275
    ST PETERSBURG FREE CLINIC
    863 3RD AVE N
    ST PETERSBURG,FL33701     		    FOR MEDICAL SERVICES FOR INDIGENT 71,000
    STARTING RIGHT NOW
    5328 PRIMROSE LAKE CIRCLE
    TAMPA,FL33647     		    FOR HOMELESSNESS FOR YOUTH 50,000
    SUNCOAST HOSPICE FOUNDATION
    5771 ROOSEVELT BLVD
    CLEARWATER,FL33760     		    FOR COMFORT AND CARE FOR TERMINALLY ILL 90,000
    TAMPA BAY RESEARCH INSTITUTE
    11208 BLUE HERON BLVD N
    ST PETERSBURG,FL33716     		    FOR MEDICAL RESEARCH 71,900
    TAMPA BAY WATCH
    3000 PINELLAS BAYWAY SOUTH
    TIERRA VERDE,FL33715     		    FOR SCIENTIFIC RESEARCH 75,000
    ACADEMY PREP CENTER OF ST PETERSBURG
    2301 22ND AVE S
    ST PETERSBURG,FL33712     		    FOR CHILDREN EDUCATION 50,000
    ALZHEIMER'S ASSOCIATION
    300 BROADHOLLOW RD STE LL100
    MELVILLE,NY11747     		    FOR MEDICAL ADVANCEMENT 12,400
    READY FOR LIFE
    2300 TALL PINES DR 100
    LARGO,FL33711     		    FOR CONSULTATION FOR HIGH RISK YOUTH 25,000
    LITERACY NASSAU
    1 IVY LANE
    WANTAGH,NY11793     		    FOR LITERACY ENHANCEMENT 49,850
    BOYS AND GIRLS CLUB
    4625 EAST BAY STE 103
    CLEARWATER,FL33764     		    FOR CHILDREN EDUCATION & GUIDANCE 56,400
    COMMUNITY ACTION STOPS ABUSE
    1011 1ST AVE N
    ST PETERSBURG,FL33731     		    FOR HOUSING, COUNSELING, ADVOCACY AGAINST ABUSE 50,000
    CHILDREN'S HOME NETWORK
    10909 MEMORIAL HWY
    TAMPA,FL33615     		    FOR CHILDREN CARE 5,000
    CHILDREN'S HOME SOCIETY OF FLORIDA
    1515 MICHELIN CT
    LUTZ,FL33549     		    FOR CHILDREN CARE 45,000
    REEF MONITORING INC
    PO BOX 548
    TARPON SPRINGS,FL34688     		    FOR RESEARCH & STUDY OF REEF SYSTEMS 45,000
    ALZHEIMER'S ASSOCIATION
    14010 ROOSEVELT BLVD 709
    CLEARWATER,FL33762     		    FOR MEDICAL ADVANCEMENT 10,995
    Total .................................bullet 3a 1,323,081
    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 ...........     		    14 15,058  
    4 Dividends and interest from securities....     14 648,939  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 344,218  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 659,065  
    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 1,667,280 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,667,280
    (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 AccountingFeesSchedule
    Name:
    FRANCIS AND GERTRUDE LEVETT FOUNDATION
    EIN:
    59-3614021
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      23,680 23,680   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    FRANCIS AND GERTRUDE LEVETT FOUNDATION
    EIN:
    59-3614021
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 2017-09-07 1,665,000   L   0 0    
    BUILDING 2017-09-07 1,935,000 59,952 SL 39.000000000000 49,615 49,615    
    LAND 2017-09-07 535,000   L   0 0    
    BUILDING 2017-09-07 3,065,000 94,963 SL 39.000000000000 78,590 78,590    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    FRANCIS AND GERTRUDE LEVETT FOUNDATION
    EIN:
    59-3614021
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ANHUESER-BUSCH INBEV 49,537 50,897
    APPLE INC NOTE DTD 05/3/13 502,521 507,625
    APPLE INC SR NT DTD 05/13/15 50,229 51,114
    BERKSHIRE HATHAWAY INC NOTE 500,638 513,470
    CSX CORP SR NT DTD 07/21/14 507,319 526,135
    CISCO SYSTEMS INC SR GLBL 495,342 499,985
    COCA-COLA CO NOTE DTD 11/15/10 25,088 25,303
    WALT DISNEY CO MTN DTD 495,762 507,130
    GENERAL MILLS INC NT DTD 11/28/11 50,385 51,028
    GOLDMAN SACHS GROUP INC MTN 502,883 528,700
    INTEL CORP SR NT DTD 12/11/12 50,132 51,158
    INTERNATIONAL BUSINESS MACHINES SR GLBL NT DTD 11/18/09 503,866 512,435
    LOCKHEED MARTIN CORP SR 501,656 502,340
    MERCK & CO INC SR NT DTD 508,486 515,775
    MORGAN STANLEY PERP MTN DTD 6/16/15 504,130 502,150
    PFIZER INC NOTE DTD 5/15/14 514,226 529,420
    RAYTHEON CO SSR NT DTD 10/20/10 50,301 50,553
    ORACLE CORP NT DTD 5/5/15 506,965 506,805
    AMGEN INC SR GLBL NT 484,685 501,590
    EXXON MOBIL CORP SR GLBL NT DTD 247,359 263,267
    PEPSICO INC DTD 2/24/16 497,657 521,330
    CINTAS CORPORATION NO 2 DTD 511,415 542,250
    GILEAD SCIENCES INC SR NT 508,709 529,670
    ANTHEM IN SR GLBL SR NT DTD 49,671 51,166

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    FRANCIS AND GERTRUDE LEVETT FOUNDATION
    EIN:
    59-3614021
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BB&T CORP 294,359 376,200
    CISCO SYSTEMS INC 271,125 395,329
    EXXON MOBIL CORP 401,879 320,211
    MICROSOFT CORP 232,072 571,459
    PAYCHEX INC 193,034 279,890
    PEPSICO INC 345,317 461,822
    PFIZER INC 294,774 342,828
    SOUTHERN CO 233,329 325,447
    UNITED PARCEL SERVICE 475,234 538,785
    MEDTRONIC PLC SHS 386,156 540,241
    HOME DEPOT INC 362,527 452,045
    JPMPORGAN CHASE & CO COM 422,862 471,042
    MCDONALDS CORP 374,801 442,442
    MERCK & CO 312,492 442,439
    NEXTERA ENERGY INC 358,424 468,809
    PROLOGIS INC 391,529 560,744
    SYSCO CORP 363,669 467,190
    UNILEVER PLC SPONSORED ADR 401,936 429,815
    VERIZON COMMUNICATIONS 358,608 459,330
    WASTE MANAGEMENT INC 320,174 431,881
    AMERICAN ELECTRIC POWER CO INC 255,609 317,441
    BROADCOM INC COM 319,319 324,115
    DISNEY WAKT CO COM 260,734 360,003
    DOMINION ENERGY INC 303,548 324,129
    JOHNSON & JOHNSON 381,776 409,033
    KIMBERLY-CLARK CORP 389,577 456,739
    KINDER MORGAN INC 410,716 430,440
    ILLINOIS TOOL WORKS INC 312,769 309,436
    LOCKHEED MARTIN CORP 372,326 453,595
    MID AMERICA APARTMENT COMM 289,965 313,053
    NUCOR CORP 291,618 328,297
    QUEST DIAGNOSTICS INC 286,527 308,995
    TYSON FOODS INC 291,377 321,357
    US BANCORP 306,392 313,657
    UNION PACIFIC CORP 273,696 285,984
    UNITED TECHNOLOGIES CORP 306,281 307,806
    WELLS FARGO & CO 389,547 446,572
    CHUBB LIMITED COM 315,873 338,558

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    FRANCIS AND GERTRUDE LEVETT FOUNDATION
    EIN:
    59-3614021
    US Government Securities - End of Year Book Value:

    50,267
    US Government Securities - End of Year Fair Market Value:

    50,406
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsLandSchedule2
    Name:
    FRANCIS AND GERTRUDE LEVETT FOUNDATION
    EIN:
    59-3614021
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 1,665,000 0 1,665,000  
    BUILDING 1,935,000 109,567 1,825,433  
    LAND 535,000 0 535,000  
    BUILDING 3,065,000 173,553 2,891,447  

    TY 2018 LegalFeesSchedule
    Name:
    FRANCIS AND GERTRUDE LEVETT FOUNDATION
    EIN:
    59-3614021
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      17,826 17,826   0


    TY 2018 OtherExpensesSchedule
    Name:
    FRANCIS AND GERTRUDE LEVETT FOUNDATION
    EIN:
    59-3614021
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 125 125   0
    MISCELLANEOUS 1,138 1,138   0
    INSURANCE 1,552 1,552   0
    WEBSITE DESIGN 14,750 14,750   0


    TY 2018 TaxesSchedule
    Name:
    FRANCIS AND GERTRUDE LEVETT FOUNDATION
    EIN:
    59-3614021
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME TAX 5,494 5,494   0