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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
LEVELER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

39-6051879
B Telephone number (see instructions)

(888) 866-3275
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$3,474,827J 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... 62,243 59,768  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 120,821
b Gross sales price for all assets on line 6a 1,318,927
7 Capital gain net income (from Part IV, line 2)... 121,553
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........ 183,064 181,321  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,500 1,250   1,250
c Other professional fees (attach schedule).... Click to see attachment 35,253 35,253   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,200 1,397   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,953 37,900   1,250
25 Contributions, gifts, grants paid....... 130,000 130,000
26 Total expenses and disbursements. Add lines 24 and 25 169,953 37,900   131,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,111
b Net investment income (if negative, enter -0-) 143,421
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 429 338 338
2 Savings and temporary cash investments......... 110,897 152,505 152,505
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) 0 Click to see attachment329,813 363,293
b Investments—corporate stock (attach schedule)....... 1,270,901 Click to see attachment1,295,833 1,810,788
c Investments—corporate bonds (attach schedule)....... 591,444 Click to see attachment222,903 236,504
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 793,486 Click to see attachment778,876 911,399
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) 2,767,157 2,780,268 3,474,827
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,767,157 2,767,157
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 13,111
29 Total net assets or fund balances (see instructions)..... 2,767,157 2,780,268
30 Total liabilities and net assets/fund balances (see instructions). 2,767,157 2,780,268
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,767,157
2
Enter amount from Part I, line 27a .....................
2
13,111
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,780,268
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 29 .
6
2,780,268
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 1,318,927   1,197,374 121,553
b
c
d
e
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       121,553
b
c
d
e
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 2 121,553
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,994
c All other domestic foundations enter 1.39% 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 1,994
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 1,994
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,884
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,884
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 9 110
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 2021 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletNA
    14
    The books are in care ofbulletBANK OF AMERICA Telephone no.bullet (888) 866-3275

    Located atbullet114 WEST 47TH STREETNEW YORKNY ZIP+4bullet100361510
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    KURT SPREYER PRESIDENT
    1.00     		0 0 0
    PO BOX 1501 NJ2-130-03-31
    PENNINGTON,NJ08534
    CHARLES TAMPIO VICE PRESIDENT
    1.00     		0 0 0
    PO BOX 1501 NJ2-130-03-31
    PENNINGTON,NJ08534
    ED WARNER TRUSTEE
    1.00     		0 0 0
    PO BOX 1501 NJ2-130-03-31
    PENNINGTON,NJ08534
    DAN WARNER TRUSTEE
    1.00     		0 0 0
    PO BOX 1501 NJ2-130-03-31
    PENNINGTON,NJ08534
    JESSIE TAMPIO TRUSTEE
    1.00     		0 0 0
    PO BOX 1501 NJ2-130-03-31
    PENNINGTON,NJ08534
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    3,004,086
    b
    Average of monthly cash balances.......................
    1b
    134,617
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,138,703
    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
    3,138,703
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    47,081
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,091,622
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    154,581
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    154,581
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,994
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,994
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    152,587
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    152,587
    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
    152,587
    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
    131,250
    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
    131,250
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    131,250
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 152,587
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 6,518
    d From 2018......  
    e From 2019...... 12,618
    fTotal of lines 3a through e........ 19,136
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 131,250
    a Applied to 2019, 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 2020 distributable amount..... 131,250
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 19,136 19,136
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		2,201
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    4MONTGOMERY'S KIDS
    7903 SPRINGER RD
    BETHESDA,MD20817     		  PC TO GIVE OPPORTUNITIES AND SERVICES TO CHILDREN IN THE CHILD WELFARE SYSTEM 3,000
    A CHANCE IN LIFE
    250 E 63RD ST SUITE 204
    NEW YORK,NY10065     		  PC SUPPORT FOR THE AT-RISK YOUTH AFFECTED BY COVID-19 3,000
    ASIAN PACIFIC ENVIORNMENTAL NETWORK
    426 17TH ST SUITE 500
    OAKLAND,CA94612     		  PC SUPPORT FOR PERSONNEL COSTS FOR RICHMOND YOUTH ORGANIZER 7,000
    ARTS FOR ALL INC
    2520 N ORACLE RD
    TUCSON,AZ85705     		  PC SCHOLARSHIP SUPPORT FOR LOW INCOME INDIVIDUALS PARTICIPATING IN ARTS PROGRAMS 1,000
    ASYLUM SEEKER ASSISTANCE PROJECT
    3920 ALTON PL NW
    WASHINGTON,DC20008     		  PC SAFETY, STABILITY, AND ECONOMIC SECURITY OF ASYLUM SEEKERS AND THEIR FAMILIES 10,000
    CASA SAN JOSE
    2116 BROADWAY AVE
    PITTSBURGH,PA15216     		  PC SUPPORT FOR LATINX IMMIGRANT COMMUNIES AFFECTED BY COVID-19 8,000
    CENTER ON RACE POVERTY & THE ENVIRONMENT
    1999 HARRISON ST SUITE 650
    OAKLAND,CA94612     		  PC SUPPORTS ENVIORNMENTAL JUSTICE FOR COMMUNITIES OF COLOR IN KERN, KINGS AND TULAR COUNTIES 6,000
    COMMUNITIES FOR A BETTER ENVIORNMENT
    6325 PACIFIC BLVD SUITE 300
    HUNTINGTON PARK,CA90255     		  PC SUPPORTS HEALTH AND JUSTICE FOR LOW INCOME COMMUNITIES OF COLOR 6,000
    COMMUNITY HOME REPAIR PROJECTS OF ARIZONA
    PO BOX 26215
    TUCSON,AZ85726     		  PC SUPPORTS LONG TERM HOUSING SOLUTIONS FOR LOW INCOME HOMEOWNERS 10,000
    CORNUCOPIA INSTITUTE
    PO BOX 126
    CORNUCOPIA,WI54827     		  PC PROTECT THE INTEGRITY OF ORGANIC, SUSTAINABLE, LOCAL AND DIRECT AGRICULTURE MARKET 2,000
    JEWISH HISTORY MUSEUM
    564 S STONE AVE
    TUCSON,AZ85701     		  PC MUSEUM'S EDUCATION PROGRAM 3,000
    JEWISH FAMILY AND COMMUNITY SERVICES
    5743 BARTLETT ST
    PITTSBURGH,PA15217     		  PC SUPPORT OF APPROXIMATELY 20 HIGH RISK NEWLY ARRIVED FAMILIES 10,000
    KEEPING TEACHERS TEACHING
    401 W BASELINE RD SUITE 201
    TEMPE,AZ85283     		  PC PROVIDE SCHOLARSHIPS TO THE STUDENTS THAT ARE CURRENTLY GOING THROUGH THE NYE PROGRAM 4,000
    NEIGHBORHOOD RESILIANCE PROJECT
    146 DAVENPORT ST
    PITTSBURGH,PA15219     		  PC FREE HEALTH CENTER 7,000
    NOR CAL RESIST
    620 JONES WAY
    SACRAMENTO,CA95818     		  PC SUPPORT FOR MARGINALIZED COMMUNITIES AND ASYLUM SEEKERS 8,000
    NORTHLAND HOSPICE
    452 N SWITZER CANYON DR SUITE A
    FLAGSTAFF,AZ86001     		  PC SUPPORT FOR MEDICAL AND SOCIAL SERVICES 4,000
    OPERA NOVA
    PO BOX 7057
    ARLINGTON,VA22207     		  PC INTRODUCE CHILDREN DURING THEIR EARLY SCHOOL YEARS TO THEATER PERFORMANCE OF A PROFESSIONAL OPERA 2,000
    PHAT BEETS PRODUCE
    4799 SHATTUCK AVE
    OAKLAND,CA94609     		  PC GREEN EATZ YOUTH ENTREPRENEURSHIP PROGRAM 9,000
    PLANTING JUSTICE
    3443 SAN PABLO AVE
    OAKLAND,CA94608     		  PC TO PROVIDE FAMILY-SUSTAINING JOBS TO THOSE IMPACTED BY INJUSTICE 6,000
    THERAPEUTIC RIDING OF TUCSON
    8920 E WOODLAND RD
    TUCSON,AZ85749     		  PC PROVIDE THERAPY FOR THOSE WITH PHYSICAL AND COGNITIVE DISABILITES 3,000
    UMAR BOXING PROGRAM
    1217 W N AVE 2ND FLOOR
    BALTIMORE,MD21217     		  PC SAFE ENVIRONMENT FOR CHILDREN AND ACTIVITIES GEARED TO IMPROVING SKILLS 5,000
    WHEELS FOR KIDS
    1361 E PLACITA MESETA DORADA
    ORO VALLEY,AZ85755     		  PC PURCHASE BICYCLE PARTS, COMPONENTS, SUPPLIES USED TO REFURBISH AND DELIVER BICYCLES 5,000
    EARTH ISLAND INSTITUTE FBO WHOLLY H2O
    2150 ALLSTON WAY SUITE 460
    BERKELEY,CA94704     		  PC AID IN MOVING PROGRAMS ONLINE AND MAINTAINING FLEXIBILITY IN ORGANIZING IN PERSON ACTIVITIES 5,000
    YOUTH ON THEIR OWN
    1660 N ALVERNON WAY
    TUCSON,AZ85712     		  PC DROPOUT PREVENTION PROGRAM SERVING HOMELESS STUDENTS IN PIMA COUNTY 3,000
    Total .................................bullet 3a 130,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 62,243  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 120,821  
    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).. 0 183,064 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    183,064
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    LEVELER FOUNDATION
    EIN:
    39-6051879
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 2,500 1,250   1,250

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    LEVELER FOUNDATION
    EIN:
    39-6051879
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ROYAL BANK OF CANADA 12,008 12,115
    CITIGROUP INC 8,775 9,384
    GOLDMAN SACHS GROUP INC 16,299 16,912
    WELLS FARGO & COMPANY 8,076 8,294
    BANK OF MONTREAL 19,141 20,608
    APPLE INC 20,124 21,565
    BANK OF NY MELLON CORP 13,200 13,591
    COMCAST CORP 22,319 22,978
    JP MORGAN CHASE & CO 27,055 27,305
    BAT CAPITAL CORP 25,075 25,951
    UNION PACIFIC CORP 10,159 11,872
    CVS HEALTH CORP 21,719 22,112
    ANHEUSER-BUSCH INBEV FIN 10,042 11,565
    MORGAN STANLEY 8,911 12,252

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LEVELER FOUNDATION
    EIN:
    39-6051879
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE INC 2,710 7,502
    ALCON SA ACT NOM 7,713 8,841
    ALIBABA GROUP HOLDING LT 8,599 11,637
    ALLSTATE CORP DEL 3,964 4,397
    ALLY FINL INC 6,762 8,487
    ALPHABET INC CL C 5,070 17,519
    ALPHABET INC CL A 8,537 26,290
    ALTRIA GROUP INC 13,666 12,177
    AMAZON COM INC 21,800 48,854
    AMER EXPRESS COMPANY 5,120 6,771
    AMEREN CORP 3,139 3,122
    AMERICAN INTERNATIONAL 14,245 13,516
    ANALOG DEVICES INC 3,112 4,284
    ANTHEM INC 20,660 25,687
    APPLE INC 12,631 48,963
    APPLIED MATERIAL INC 12,484 17,692
    ASML HLDG 2,243 7,316
    ASTRAZENECA PLC 7,572 10,348
    AUTODESK INC 2,676 3,359
    AXALTA COATING SYSTEMS 6,207 7,480
    BAE SYS 6,711 7,331
    BALL CORP 1,177 1,770
    BANCO DO BRASIL SA 14,597 12,453
    BERKSHIRE HATHAWAYINC CL B 21,338 25,969
    BIOGEN INC 4,951 4,163
    BOSTON SCIENTIFIC CORP 3,744 3,919
    BP PLC 16,430 8,865
    BURBERRY GROP PLC 4,270 6,410
    CADENCE DESIGN SYS INC 5,595 10,505
    CANADIAN NATL RAILWAY CO 11,371 13,072
    CAPITAL ONE FINL 2,922 3,163
    CATALENT INC SHS 1,053 1,249
    CBRE GROUP INC 4,106 5,268
    CDK GLOBAL INC 8,246 7,982
    CELLNEX TELECOM 10,698 10,570
    CHEVRON CORP 10,310 7,432
    CIENA CORP 3,036 3,488
    CISCO SYSTEMS INC 21,617 24,120
    CITIGROUP INC 21,587 23,554
    CME GROUP INC 3,673 3,641
    COCA COLA COM 18,744 20,784
    COGNIZANT TECH SOLUTNS 23,963 30,567
    COMCAST CORP CL A 12,456 27,615
    CONOCOPHILLIPS 14,143 11,877
    CONSTELLATION BRANDS INC 6,392 8,981
    CORTEVA INC 15,877 22,767
    COSTAR GROUP INC 2,502 6,470
    COUPA SOFTWARE INC 1,271 1,695
    CRH PLC 2,276 2,938
    CVS HEALTH CORP 6,441 7,513
    DOLLAR GENERAL CORP 4,573 7,571
    DOLLAR TREE INC 11,967 13,181
    DOMINOS PIZZA INC 803 1,534
    DUPONT DE NEMOURS INC 5,684 6,827
    EDISON INTL 5,140 5,403
    EQUINOR ASA 5,823 5,895
    EQUITABLE HOLDINGS INC 3,297 4,478
    EXELON CORPORATION 3,027 2,955
    FACEBOOK INC 19,684 26,223
    FANUC LTD 10,486 16,123
    FEDEX CORP 2,641 4,673
    FERRARI 714 1,148
    FID NATIONAL FINL INC 2,820 3,440
    FIDELITY NATL INFO SVCS INC 2,808 2,829
    FIRST AMERICAN FINL CORP 1,518 1,601
    FLEETCOR TECHNOLOGIS INC 7,622 8,185
    FORTIVE CORP 7,271 8,144
    FOX CORP CL A 14,736 12,755
    GALLAGHER ARTHUR J & CO 8,716 12,495
    GENERAL ELECTRIC 5,347 6,944
    GENERAL MOTORS CO 18,792 23,360
    GRUPO FIN BANORTE 5,010 7,944
    HEXAGON AB 4,972 9,246
    HUMANA INC 12,853 13,539
    INFINEON TECHS AG 7,748 14,071
    INTERCONTINENTAL 4,971 5,303
    INTESA SANPAOLO 13,633 13,103
    INTL FLAVORS&FRAGRNC 1,440 1,415
    INTUIT INC 3,555 6,078
    INTUITIVE SURGICAL INC 1,919 3,272
    JPMORGAN CHASE & CO 11,690 31,513
    KEYSIGHT TECHNOLOGIES INC 1,785 2,642
    KINDER MORGAN INC 4,624 3,896
    KONINKL PHIL 13,918 19,718
    L OREAL CO 14,000 15,230
    LABORATORY CP AMER HLDGS 8,537 12,417
    LEIDOS HOLDINGS INC 3,110 3,259
    LINDE PLC 1,166 1,318
    LOWE'S COMPANIES INC 7,284 13,001
    LVMH MOET HENNESSY 931 1,497
    MARATHON PETROLEUM CORP 12,316 11,209
    MARVELL TECHNOLOGY GROUP 5,977 9,080
    MASTERCARD INC 13,955 21,059
    MCKESSON CORPORATION 3,949 5,044
    MEDTRONIC 11,309 14,525
    MERCADOLIBRE INC 1,285 6,701
    METLIFE INC 9,981 9,860
    MICROSOFT CORP 16,338 65,391
    MONDELEZ INTERNATIONAL INC 10,689 11,577
    MORGAN STANLEY 18,544 30,564
    MOTOROLA SOLUTIONS INC 5,458 7,653
    NETFLIX COM INC 3,688 9,192
    NEWELL BRANDS INC 2,877 3,354
    NIKE INC CL B 2,827 5,234
    NISOURCE INC 2,861 2,890
    NORFOLK SOUTHERN CORP 5,221 9,267
    NOVO NORDISK 4,215 5,937
    NVIDIA 2,074 2,089
    NXP SEMICONDUCTORS 6,611 10,177
    O'REILLY AUTOMOTIVE INC 5,124 7,694
    OTIS WORLDWIDE CORP 10,697 15,401
    PAYPAL HOLDINGS INC 7,250 17,331
    PFIZER INC 3,126 3,865
    PIONEER NATURAL RES CO 4,724 7,061
    PPG INDUSTRIES INC 7,262 7,932
    PPL CORPORATION 2,695 2,820
    PROLOGIS INC 751 997
    PUB SVC ENTERPRISE GRP 7,624 8,862
    QUANTA SERVICES INC 4,126 10,299
    RAYMOND JAMES FINL INC 10,330 11,098
    RAYTHEON TECHNOLOGIES CORP 5,679 6,293
    RECRUIT HOLDINGS CO LTD 17,826 23,783
    REINSURNCE GROUP AMERICA 4,171 4,636
    RINGCENTRAL INC 2,980 3,790
    ROBERTHALF INTL INC 6,230 8,747
    ROCHE HLDG LTD 13,146 15,958
    ROPER TECHNOLOGIES INC 2,048 3,018
    ROSS STORES INC 5,868 8,597
    ROYAL DSM 7,900 13,531
    RYANAIR HOLDINGS 6,859 8,688
    S&P GLOBAL INC 4,393 6,903
    SANOFI 21,192 21,623
    SBA COMMUNICATIONS CORP 2,280 3,950
    SBERBANK 8,741 10,890
    SCHNEIDER ELEC 4,710 8,164
    SCHWAB CHARLES CORP 8,561 12,199
    SEA LTD 727 6,370
    SERVICENOW INC 2,255 7,156
    SHERWIN WILLIAMS 1,972 3,675
    SHOPIFY INC CL A 979 3,396
    SNAP INC CL A 1,660 6,109
    SONY CORP 13,184 25,477
    STANLEY BLACK & DECKER 4,282 4,285
    TAIWAN S MANUFCTRING 4,845 14,393
    TJX COS INC 10,208 13,248
    TRANSUNION 2,230 3,175
    TRUIST FINL CORP 2,155 3,355
    UBISOFT ENTERTAINMENT 6,491 8,970
    UNILEVER PLC 35,516 39,355
    UNION PACIFIC CORP 4,629 6,663
    UNITEDHEALTH GROUP INC 16,891 30,860
    VERIZON COMMUNICATNS COM 17,969 19,623
    VISA INC CL A 28,746 39,809
    VODAFONE GROUP 18,292 21,243
    VOLKSWAGEN AG 20,321 20,407
    VOLVO AB-A 3,707 6,655
    VONTIER CORP 1,259 1,536
    WALMART INC 5,061 8,505
    WELLS FARGO & CO 25,482 17,504
    WILLIAMS COMPANIES 7,475 6,115
    WILLIS TOWERS WATSON PLC 2,268 2,739
    WIX COM LTD 2,964 2,750
    WUXI BIOLOGICS CAYMAN 2,574 7,735
    ZIMMER BIOMET HOLD 5,791 6,010
    ZOETIS INC 2,410 4,138

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    LEVELER FOUNDATION
    EIN:
    39-6051879
    US Government Securities - End of Year Book Value:

    329,813
    US Government Securities - End of Year Fair Market Value:

    363,293
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    LEVELER FOUNDATION
    EIN:
    39-6051879
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKROCK LOW DURATION FMV 165,806 169,275
    ISHARES CORE S&P MID-CAP FMV 122,232 162,030
    ISHARES CORE S&P SMALL FMV 66,201 85,191
    ISHARES TIPS FMV 51,678 56,932
    ISHARES EDGE MSCI FMV 115,507 158,364
    ISHARES MBS ETF FMV 131,847 135,790
    ISHARES MSCI EAFE SMALL FMV 31,234 39,301
    ISHARES JP MORGAN EM BON FMV 64,151 64,562
    ISHARES INC CORE MSCI FMV 30,220 39,954

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LEVELER FOUNDATION
    EIN:
    39-6051879
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 35,253 35,253   0


    TY 2020 TaxesSchedule
    Name:
    LEVELER FOUNDATION
    EIN:
    39-6051879
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 803 0   0
    FOREIGN TAX 1,397 1,397   0