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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE LEVMAR FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 10705
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCLEAN, VA22102
A Employer identification number

51-0387146
B Telephone number (see instructions)

(703) 855-4512
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$2,620,980J 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... 73,110 73,110  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,149,764
b Gross sales price for all assets on line 6a 2,502,589
7 Capital gain net income (from Part IV, line 2)... 1,149,764
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........ 1,222,874 1,222,874  
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 10,010 0   10,010
c Other professional fees (attach schedule).... Click to see attachment 9,254 8,943   311
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,860 894   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.......... 30,124 9,837   10,321
25 Contributions, gifts, grants paid....... 72,600 72,600
26 Total expenses and disbursements. Add lines 24 and 25 102,724 9,837   82,921
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,120,150
b Net investment income (if negative, enter -0-) 1,213,037
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 47,161 108,798 108,798
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,032,130 Click to see attachment722,723 1,109,041
c Investments—corporate bonds (attach schedule)....... 5,466 Click to see attachment23,439 23,403
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
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) Click to see attachment0 Click to see attachment1,379,738 Click to see attachment1,379,738
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,084,757 2,234,698 2,620,980
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,084,757 2,234,698
29 Total net assets or fund balances (see instructions)..... 1,084,757 2,234,698
30 Total liabilities and net assets/fund balances (see instructions). 1,084,757 2,234,698
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
1,084,757
2
Enter amount from Part I, line 27a .....................
2
1,120,150
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
29,791
4
Add lines 1, 2, and 3 ..........................
4
2,234,698
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
2,234,698
Form 990-PF (2021)
Form 990-PF (2021)
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 WASH SALES P    
c CAPITAL GAINS DIVIDENDS P    
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 2,501,660   1,352,825 1,148,835
b 681     681
c 248     248
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       1,148,835
b       681
c       248
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 1,149,764
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 16,861
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 16,861
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 19,150
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,150
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 164
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,125
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,125 RefundedBullet 11 0
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA, DE
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletLEV VOLFTSUN Telephone no.bullet (202) 862-1880

    Located atbulletPO BOX 10705MCLEANVA ZIP+4bullet22102
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    MARGARITA VOLFTSUN PRESIDENT
    2.00     		0 0 0
    PO BOX 10705
    MCLEAN,VA22102
    LEV VOLFTSUN DIRECTOR
    2.00     		0 0 0
    PO BOX 10705
    MCLEAN,VA22102
    AMY ROSENBLATT LUI DIRECTOR
    2.00     		0 0 0
    PO BOX 10705
    MCLEAN,VA22102
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    2,520,678
    b
    Average of monthly cash balances.......................
    1b
    145,930
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,780
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,670,388
    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
    2,670,388
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    40,056
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,630,332
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    131,517
    Part X
    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 IX, line 6..................
    1
    131,517
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    16,861
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,861
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    114,656
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    114,656
    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 XII, line 1 ...
    7
    114,656
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 114,656
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 21,524
    b From 2017...... 16,637
    c From 2018...... 63,006
    d From 2019...... 91,764
    e From 2020...... 5,891
    f Total of lines 3a through e ........ 198,822
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 82,921
    a Applied to 2020, 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 2021 distributable amount..... 82,921
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 31,735 31,735
    (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 5 167,087
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		167,087
    10 Analysis of line 9:
    a Excess from 2017.... 6,426
    b Excess from 2018.... 63,006
    c Excess from 2019.... 91,764
    d Excess from 2020.... 5,891
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    MARGARITA VOLFTSUN
    LEV VOLFTSUN
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    CHABAD OF POTOMAC
    11621 SEVEN LOCKS ROAD
    POTOMAC,MD208543201     		N/A PC GENERAL SUPPORT 2,950
    CONGREGATION BETH EMETH
    12523 LAWYERS ROAD
    HERNDON,VA20171     		N/A PC GENERAL SUPPORT 2,650
    JEWISH COMMUNITY RELATIONS COUNCIL
    6101 EXECUTIVE BOULEVARD SUITE 300
    NORTH BETHESDA,MD20852     		N/A PC GENERAL SUPPORT 1,000
    HERITAGE CHRISTIAN SERVICES
    130 JOHN MUIR DRIVE SUITE 106
    AMHERST,NY14228     		N/A PC GENERAL SUPPORT 10,000
    FOUNDATION FOR DEFENSE OF DEMOCRACIES
    PO BOX 33249
    WASHINGTON,DC20033     		N/A PC GENERAL SUPPORT 5,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD SUITE 100
    NORTH BETHESDA,MD20852     		N/A PC GENERAL SUPPORT 30,000
    NCESJ
    1120 20TH STREET NW SUITE 300N
    WASHINGTON,DC20036     		N/A PC GENERAL SUPPORT 1,000
    SHALOM EDUCATION CENTER
    6101 EXECUTIVE BLVD SUITE 100
    NORTH BETHESDA,MD20852     		N/A PC GENERAL SUPPORT 10,000
    SLINGSHOT
    25 BROADWAY FL 9
    NEW YORK CITY,NY10004     		N/A PC GENERAL SUPPORT 8,000
    FLCCC ALLIANCE
    2001 L ST NW SUITE 500
    WASHINGTON,DC20036     		N/A PC GENERAL SUPPORT 1,000
    CHILDREN'S HEALTH DEFENSE
    852 FRANKLIN AVE SUITE 511
    FRANKLIN LAKES,NJ07417     		N/A PC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 72,600
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 1,149,764  
    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 1,222,874 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,222,874
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE LEVMAR FOUNDATION INC
    EIN:
    51-0387146
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 10,010 0   10,010

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE LEVMAR FOUNDATION INC
    EIN:
    51-0387146
    Name of Bond End of Year Book Value End of Year Fair Market Value
    57956 -ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 2,516 2,508
    57956-ISHARES US TREASURY BOND ETF 6,699 6,723
    57956 -VANGUARD INTER TERM CORPORATE BOND ETF 2,811 2,783
    57956 -VANGUARD LONGTERM CORPORATE BOND ETF 3,975 3,916
    57956 -VANGUARD SHORT-TERM CORPORATE BOND ETF 3,257 3,250
    57956 -XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 4,181 4,223

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE LEVMAR FOUNDATION INC
    EIN:
    51-0387146
    Name of Stock End of Year Book Value End of Year Fair Market Value
    41170 -ABBVIE INC COM 1,835 2,708
    41170 -ACCENTURE PLC IRELAND CL A 1,516 3,731
    41170 -ADVANCED MICRO DEVICES, INC. 1,844 3,022
    41170 -ALPHABET INC CL A 850 5,794
    41170 -ALPHABET INC CL C 846 5,787
    41170 -AMAZON COM INC. 1,878 6,669
    41170 -AMER ELECTRIC POWER CO. 2,219 2,491
    41170 -AMER EXPRESS CO. 1,821 2,945
    41170 -AMERIPRISE FINANCIAL INC. 1,174 2,413
    41170 -AMGEN INC 1,104 1,800
    41170 -ANSYS INC 1,122 2,006
    41170 -APPLE INC 2,000 9,766
    41170 -APPLIED MATERIALS, INC. 1,294 3,147
    41170 -ASSURANT INC. 1,348 1,559
    41170 -BANK OF AMER CORP 1,924 3,426
    41170 -BAXTER INTL INC 1,033 1,459
    41170 -BLACKROCK INC. 378 1,831
    41170 -BOEING COMPANY 943 1,007
    41170 -BRISTOL MYERS SQUIBB CO. 1,670 1,621
    41170 -CACI INTL INC CL A 1,301 1,615
    41170 -CADENCE DESIGN SYSTEM 665 1,677
    41170 -CAESARS ENTMT INC NEW 1,524 1,403
    41170 -CAMPING WORLD HLDGS INC CL A 910 848
    41170 -CATERPILLAR INC 1,455 2,688
    41170 -CELANESE CORP NEW 1,431 2,521
    41170 -CHEVRON CORP 2,087 2,699
    41170 -CINTAS CORP 1,268 2,216
    41170 -CISCO SYSTEMS, INC. 777 1,838
    41170 -COLGATE PALMOLIVE CO. 1,525 1,877
    41170 -CONOCOPHILLIPS 1,693 2,887
    41170 -CROWN CASTLE INTL CORP REIT 950 2,087
    41170 -CVS HEALTH CORP 2,188 2,785
    41170 -DANAHER CORP 945 3,290
    41170 -DEERE AND CO. 885 1,372
    41170 -DEVON ENERGY CORP NEW 861 2,379
    41170 -EDWARDS LIFESCIENCES CORP 674 2,202
    41170 -EMCOR GROUP INC 960 1,019
    41170 -EQUITY LIFESTYLE PROPERTIES 1,725 2,016
    41170 -EXPEDIA GROUP, INC. 687 1,446
    41170 -FEDEX CORP 1,515 2,328
    41170 -FORTINET INC. 688 5,032
    41170 -GENERAL MOTORS CO 1,322 1,466
    41170 -HARTFORD FINCL SERVICES GROUP 1,434 2,140
    41170 -HERSHEY CO 1,296 2,515
    41170 -HOME DEPOT INC 911 4,980
    41170 -HONEYWELL INTL INC. 1,235 2,294
    41170 -INTL PAPER CO 1,011 1,221
    41170 -INTUIT 1,114 2,573
    57956 -ISHARES CORE MSCI EAFE ETF 16,878 20,451
    57956 -ISHARES CORE MSCI EMERGING 6,696 7,542
    41170-JEFFERIES FINL GROUP INC 1,244 1,242
    41170-JOHNSON & JOHNSON COM 1,863 2,908
    41170 -JPMORGAN CHASE & CO 1,342 2,850
    41170 -KEYCORP NEW 2,030 2,313
    41170 -KOHLS CORP 1,343 1,432
    41170 -LABORATORY CORP AMER HLDGS NEW 1,001 2,199
    41170 -LIFE STORAGE INC REIT 1,555 1,838
    41170 -LILLY ELI & CO 1,584 1,657
    41170 -MANHATTAN ASSOC INC 1,422 2,332
    41170 -MARATHON OIL CORP 1,317 1,379
    41170 -MARSH & MCLENNAN COS INC 779 3,129
    41170 -MASTEC INC 706 1,476
    41170 -META PLATFORMS INC CL A 2,968 5,045
    41170 -METLIFE INC 1,531 2,125
    41170 -MICROSOFT CORP 1,386 9,417
    41170 -MID AMER APARTMENT COMMUNITIES 1,361 2,294
    41170 -MOLINA HEALTHCARE INC 747 1,590
    41170 -MOODYS CORP 1,209 2,343
    41170 -BJS WHSL CLUB HLDGS INC. 1,263 1,942
    57956 -VANGUARD TOTAL STOCK MKT ETF 21,468 31,387
    41170 -NEXTERA ENERGY INC COM 1,719 2,054
    41170 -NICE LTD SPON ADR 370 2,732
    41170 -NIKE INC CL B 966 2,167
    41170 -NVIDIA CORP 2,072 6,470
    41170 -ORGANON & CO 1,253 1,188
    41170 -PAYPAL HOLDINGS INC 1,551 1,509
    41170 -PEPSICO INC 1,982 3,474
    41170 -PFIZER INC 976 1,004
    41170 -PROCTER & GAMBLE CO 2,196 4,090
    41170 -PULTE GROUP INC 1,118 1,772
    41170 -QUALCOMM INC 905 914
    41170 -REPUBLIC SERVICES INC 1,269 2,231
    41170 -ROCKWELL AUTOMATION INC NEW 960 1,395
    41170 -SALESFORCE. COM INC 3,279 3,304
    41170 -SOUTHERN CO 1,028 1,303
    41170 -STARBUCKS CORP 1,211 2,456
    41170 -STATE STREET CORP 1,506 2,418
    41170 -STRYKER CORP 1,047 1,605
    41170 -SYLVAMO CORP 755 697
    41170 -SYNAPTICS, INC. 811 2,895
    41170 -SYNOPSYS INC 1,480 3,317
    41170 -SYSCO CORP 1,424 1,650
    41170 -T-MOBILE US INC COM 791 1,624
    41170 -TETRA TECH INC NEW 725 1,528
    41170 -TEXAS INSTRUMENTS 1,402 1,885
    41170 -THERMO FISHER SCIENTIFIC INC. 2,048 2,669
    41170 -UNITEDHEALTH GROUP INC 1,519 4,519
    41170 -UNIVAR SOLUTIONS, INC. 759 1,418
    41170 -VERIZON COMMUNICATIONS, INC. 2,068 1,923
    41170 -VIR BIOTECHNOLOGY INC COM 866 796
    41170 -VISTA OUTDOOR INC COM 1,538 1,889
    41170 -WALMART INC 2,189 2,749
    41170 -WALT DISNEY CO. 1,156 2,168
    41170 -WESTERN ALLIANCE BANCORP 571 1,292
    41170 -WINTRUST FINANCIAL CORP 747 908
    41171 -TESCO STORES HLDG ORD SPOND ADR 2,406 2,514
    41171 -ABB LTD SPON ADR 1,376 2,519
    41171 -ACCENTURE PLC IRELAND CL A 1,087 2,902
    41171 -ADIDAS AG SPON ADR 1,569 1,296
    41171 -AIR LIQUIDE ADR FRANCE ADR 2,073 2,336
    41171 -AKZO NOBEL NV SPON ADR 2,322 2,057
    41171 -ALIBABA GROUP HLDG LTD SPON ADR 2,200 1,188
    41171 -ANGLO AMERN PLC SPON ADR 1,368 1,276
    41171 -AON PLC CL A 1,149 2,404
    41171 -AUTOHOME INC SPON ADR 1,790 678
    41171 -BANCO BRADESCO S A NEW SPON ADR 1,592 1,163
    41171 -BARCLAYS PLC ADR 1,237 1,232
    41171 -BP PLC SPON ADR 3,152 3,275
    41171 -CARLSBERG AS SPON ADR 1,528 2,048
    41171 -CHINA LONGYUAN PWR GROUP CORP LTD 1,167 1,811
    41171 -CLARIVATE PLC 1,342 1,317
    41171 -COMPAGNIE FINANCIERE RICHEMONT 998 1,211
    41171 -COMPANHIA DE SANEAMENTO BASICO 797 690
    41171 -COMPASS GROUP PLC SPON ADR 1,457 1,661
    41171 -CONTL AG SPONS ADR ADR 1,397 1,339
    41171 -DAIKIN INDS LTD ADR 1,151 1,178
    41171 -DBS GROUP HLDGS LTD SPON ADR 1,288 1,460
    41171 -ENEL SPA ADR 1,850 1,735
    41171 -ENGIE SPON ADR 2,381 2,557
    41171 -ENN ENERGY HOLDINGS LTD SPON ADR 1,116 1,911
    41171 -EQUINOR ASA SPON ADR 1,167 1,132
    41171 -FERGUSON PLC 903 1,973
    41171 -FUJITSU LTD ADR NEW JAPAN ADR 1,230 1,312
    41171 -GRUPO FINANCIERO BANORTE SPON ADR 1,408 1,786
    41171 -HITACHI LTD ADR NEW JAPAN 839 1,300
    41171 -ICICI BANK LTD SPON ADR 996 2,256
    41171 -INDUSTRIA DE DISENO TEXTIL IND ADR 1,404 1,392
    41171 -NFINEON TECHNOLOGIES ADR 926 966
    41171 -KB FINL GROUP INC SPON ADR 1,273 1,200
    41171 -LEGRAND S A UNSPONSORED ADR 1,603 1,705
    41171 -LOJAS RENNER SA SPON ADR 1,491 920
    41171 -MAKITA CORP ADR JAPAN ADR 2,245 2,005
    41171 -MEDTRONIC PLC 1,733 2,069
    41171 -MERCK KGAA SPON ADR 1,133 2,032
    41171 -MR PRICE GROUP LTD SPON ADR 781 879
    41171 -NOVARTIS AG SPON ADR 2,272 2,537
    41171 -P.T. TELEKOMUNIKASI INDONESIA SPON ADR. 775 928
    41171 -PERNOD RICARD SA SPON ADR 1,332 1,794
    41171 -PING AN INSURANCE (GROUP) CO OF CHINA LTD 1,978 1,405
    41171 -PRUDENTIAL PLC ADR UNITED KINGDOM 1,123 861
    41171 -PT BK MANDIRI PERSERO TBK ADR 1,187 1,363
    41171 -RELX PLC SPON ADR 2,365 3,489
    41171 -ROYAL DSM N V SPON ADR 1,045 2,151
    41171 -RYANAIR HOLDINGS PLC SPON ADR 1,192 1,228
    41171 -SAFRAN SA ADR 1,926 1,958
    41171 -SAMPO OYJ ADR 1,708 1,680
    41171 -SANDVIK AB SPON ADR 1,472 1,929
    41171 -SANOFI SPON ADR 2,610 2,906
    41171 -SHIMANO INC UNSPONSORED ADR 1,497 2,193
    41171 -SUNCOR ENERGY INC NEW CAD 2,260 1,827
    41171 -SUZUKI MOTOR CORP LTD ADR 1,270 1,079
    41171 -TAIWAN SEMICONDUCTOR MFG CO LTD ADR 1,730 4,933
    41171 -TELENOR ASA ADR 1,823 1,380
    41171 -TENCENT HLDGS LTDS ADR 1,811 2,565
    41171 -UNILEVER PLC AMER SHS NEW SPON ADR 2,102 2,044
    41171 -UNIVERSAL MUSIC GRO ADR 626 570
    41171 -VESTAS WIND SYSTEMS A/S ADR 925 1,495
    41171 -VOLKSWAGEN AG UNSPONSORED ADR 1,245 1,446
    41171 -WOLTERS KLUWER NV SPONSORED ADR NETHERLANDS ADR 765 1,654
    41171 -BANDAI MANCO HLDGS INC ADR 1,516 1,439
    41172 -ABIOMED, INC. 3,568 5,028
    41172 -ADOBE INC (DELAWARE) 2,188 9,640
    41172 -ALIGN TECHNOLOGY INC 2,069 5,915
    41172 -AMAZON COM INC. 5,812 10,003
    41172 -BIOMARIN PHARMACEUTICAL, INC 6,791 7,068
    41172 -BLOOM ENERGY CORP CL A 2,261 2,215
    41172 -BOOKING HLDGS INC 5,636 7,198
    41172 -CHEWY INC CL A 7,804 5,071
    41172 -COSTAR GROUP INC 6,541 7,192
    41172 -COSTCO WHOLESALE CORP 4,666 7,948
    41172 -CROWDSTRIK HLDGS INC CL A 3,500 3,481
    41172 -DOCUSIGN INC.. 6,315 4,722
    41172 -EDWARDS LIFESCIENCES CORP 1,864 5,700
    41172 -ENPHASE ENERGY INC. 3,622 4,574
    41172 -EXACT SCIENCES CORP 5,057 4,981
    41172 -ILLUMINA INC 2,571 5,326
    41172 -INTUIT 4,778 10,935
    41172 -LAUDER ESTEE COS CL A 3,662 5,553
    41172 -LILLY ELI & CO 2,549 3,867
    41172 -MATCH GROUP INC6 9,579 9,654
    41172 -META PLATFORMS INC CL A 4,901 10,763
    41172 -MSCI INC 2,247 8,578
    41172 -NIKE INC CL B 3,999 10,500
    41172 -NVIDIA CORP 2,926 10,588
    41172 -PAYPAL HOLDINGS INC 4,882 8,109
    41172 -QUANTA SERVICES INC 3,746 3,554
    41172 -RINGCENTRAL INC CL A 9,492 6,183
    41172 -SALESFORCE COMM INC. 2,560 7,116
    41172 -SAREPTA THERAPEUTICS INC COM 2,809 2,341
    41172 -SERVICENOW INC 1,191 11,035
    41172 -SQUARE INC CL A 3,551 4,684
    41172 -TRANE TECHNOLOGIES PLC 4,952 8,081
    41172 -UBER TECHNOLOGIES INC 6,055 6,667
    41172 -VISA INC CL A 7,108 10,402
    41173 -ACUITY BRANDS INC 2,064 2,752
    41173 -ALLEGHANY CORP DEL NEW 675 1,335
    41173 -AMERICAN HOMES 4 RENT CL A 1,002 2,006
    41173 -AMERIPRISE FINANCIAL INC. 1,624 3,922
    41173 -AMERISOURCEBERGEN CORP 1,733 2,525
    41173 -AMETEK INC (NEW) 870 2,206
    41173 -AMPHENOL CORP NEW CL A 648 2,536
    41173 -ANALOG DEVICES INC 741 1,230
    41173 -ARCH CAPITAL GROUP LTD 829 933
    41173 -AUTOZONE INC 940 4,193
    41173 -AVALONBAY COMMUNITIES INC SBI 1,376 2,021
    41173 -BERKLEY W R CORP 1,021 1,648
    41173 -BEST BUY CO INC 900 2,032
    41173 -BOSTON PROPERTIES INC 1,784 1,728
    41173 -BRIXMOR PPTY GROUP INC REIT 860 1,271
    41173 -CARLISLE COS INC 1,663 3,226
    41173 -CARTER'S INC 1,404 1,721
    41173 -CBRE GROUP INC CL A 855 2,170
    41173 -CDW CORP 858 1,843
    41173 -CELANESE CORP NEW 1,321 2,017
    41173 -CITIZENS FINANCIAL GROUP INC 1,743 2,646
    41173 -CMS ENERGY CORP 2,145 2,797
    41173 -CONSTELLATION BRANDS INC CL A 933 1,757
    41173 -COTERRA ENERGY INC 2,445 2,717
    41173 -DARDEN RESTAURANTS INC 600 1,054
    41173 -DIAMONDBACK ENERGY INC 1,651 2,912
    41173 -DISCOVER FINANCIAL SERVICES 847 2,196
    41173 -EDISON INTL 1,838 1,706
    41173 -ENERGIZER HLDGS INC 1,146 1,043
    41173 -ENTERGY CORP NEW 2,184 2,253
    41173 -ESSEX PROPERTY TRUST INC 783 1,057
    41173 -EXPEDIA GROUP INC 592 904
    41173 -FEDERAL RLTY INV TR BI MD 880 954
    41173 -FIFTH THIRD BANCORP 1,385 3,136
    41173 -FLEETCOR TECHNOLOGIES INC 2,352 2,015
    41173 -FORTURNE BRANDS HOME & SEC INC COM 1,605 2,993
    41173 -FREEPORT-MCMORAN INC 1,606 2,003
    41173 -GAP INC 1,876 1,288
    41173 -GENUINE PARTS CO 876 1,402
    41173 -HARTFORD FINCL SERVICES GROUP INC 1,279 1,864
    41173 -HOST HOTELS & RESORTS INC (REIT) 646 678
    41173 -HUBBELL INC 1,831 2,916
    41173 -HUMANA INC 509 928
    41173 -HUNTINGTON BANCSHARES 2,306 3,392
    41173 -IAC/INTERACTIVE CORP 1,882 1,961
    41173 -IDEX CORP 535 1,654
    41173 -ITT INC COM 1,715 2,657
    41173 -JAZZ PHARMACEUTICALS PLC 1,442 1,147
    41173 -JBG SMITH PPTYS SBI 838 746
    41173 -KEURIG DR PEPPER INC 764 1,216
    41173 -KIMCO REALTY CORP 1,410 1,553
    41173 -KOHLS CORP 1,264 1,432
    41173 -KROGER COMPANY 1,080 1,539
    41173 -LABORATORY CORPO AMER HLDGS NEW 1,568 3,142
    41173 -LEIDOS HLDGS INC 1,834 1,689
    41173 -LIBERTY SIRIUS GROUP SER C 1,658 2,136
    41173 -LIBERTY BROADBAND CORP SER C 2,259 2,900
    41173 -LINCOLN NATL CORP IND 1,451 1,638
    41173 -LINCOLN ELEC HOLDINGS NEW 1,355 2,232
    41173 -LKQ CORP NEW 1,668 2,521
    41173 -LOEWS CORP 2,375 3,177
    41173 -M & T BANK CORP 2,797 3,225
    41173 -MARTIN MARIETTA MATERIALS INC 1,008 2,203
    41173 -MGIC INVESTMENT CORP 842 822
    41173 -MID AMER APARTMENT COMMUNITIES INC 727 1,147
    41173 -MIDDLEBY CORP DELA 983 1,968
    41173 -MOHAWK INDUSTRIES INC 1,597 1,822
    41173 -MOTOROLA SOLUTIONS INC 1,878 3,260
    41173 -NATL FUEL GAS CO 2,170 2,877
    41173 -NEWELL BRANDS INC 2,183 2,031
    41173 -NORTONLIFELOCK INC 1,667 1,923
    41173 -NTHN TRUST CORP 1,706 2,512
    44173 -PACKAGING CORP OF AMERICA 1,105 1,498
    41173 -POST HLDGS INC 1,233 1,691
    41173 -PRICE T ROWE GROUP INC 1,107 2,360
    41173 -PROGRESSIVE CORP OHIO 502 1,437
    41173 -RALPH LAUREN CORP CL A 1,397 1,783
    41173 -RAYMOND JAMES FINANCIAL CORP 1,142 2,811
    41173 -RAYONIER INC REIT 1,538 1,978
    41173 -REGENCY CENTERS CORP 845 1,055
    41173 -REGIONS FINANCIAL CORP 1,510 2,485
    41173 -RENAISSANCERE HOLDINGS LTD 1,124 1,185
    41173 -REXFORD INDL REALTY INC 808 1,217
    41173 -RPM INTL INC (DELA) 708 808
    41173 -SCHEIN HENRY INC 1,273 1,628
    41173 -SEMPRA 1,149 1,191
    41173 -SILGAN HOLDINGS INC 998 1,628
    41173 -SNAP ON INC 1,886 2,369
    41173 -SOUTHWEST AIRLINES CO 624 814
    41173 -STATE STREET CORP 2,252 2,511
    41173 -SUN COMMUNITIES INC 826 1,050
    41173 -TAPESTRY INC 1,571 1,543
    41173 -TD SYNNEX CORP 1,721 2,630
    41173 -TIMKEN CO 1,973 1,732
    41173 -UNIVERSAL HEALTH SVCS INC CL B 2,122 2,204
    41173 -US FOODS HLDG CORP 1,037 1,184
    41173 -VENTAS INC 897 716
    41173 -VOYA FINL INC COM 845 995
    41173 -W P CAREY INC REIT 1,077 1,313
    41173 -WEC ENERGY GROUP INC COM 1,983 2,815
    41173 -WEYERHAEUSER CO 1,456 1,977
    41173 -WILLIAMS COS INC (DEL) 2,238 2,552
    41173 -XCEL ENERGY INC 2,247 3,114
    41173 -ZIMMER BIOMET HOLDINGS INC 1,904 2,033
    41173 -ZUIBS BABCIRO BA 753 1,579
    41173 -ZYNGA INC 2,372 1,606
    41982 -ACCENTURE PLC IRELAND CL A 2,416 9,535
    41982 -AMER ELECTRIC POWER CO. 6,505 6,495
    41982 -AMGEN INC 5,646 5,399
    41982 -ANALOG DEVICES INC 5,964 6,855
    41982 -AUTOMATIC DATA PROCESSING INC 6,394 8,137
    41982 -BLACKROCK INC. 3,231 7,324
    41982 -CHUBB LTD CHF 4,589 6,959
    41982 -CISCO SYSTEMS, INC. 5,700 7,668
    41982 -COCA COLA CO COM 5,200 6,928
    41982 -COMCAST CORP NEW CL A 4,078 5,587
    41982 -DIAGEO PLC NEW GB SPON ADR 4,303 7,705
    41982 -DISCOVER FINANCIAL SERVICES 3,851 3,929
    41982 -EOG RESOURCES INC 4,920 6,307
    41982 -HOME DEPOT INC 2,473 8,715
    41982 -INTEL CORP 2,945 4,996
    41982 -JOHNSON & JOHNSON COM 4,513 5,816
    41982 -JPMORGAN CHASE & CO 4,563 6,651
    41982 -LINDE PLC EUR 3,759 7,968
    41982 -LOCKHEED MARTIN CORP 4,388 6,042
    41982 -MARSH & MCLENNAN COS INC 3,132 9,212
    41982 -MCDONALDS CORP 5,606 7,238
    41982 -MEDTRONIC PLC 3,794 5,069
    41982 -MICROSOFT CORP 1,089 8,072
    41982 -NEXTERA ENERGY INC COM 1,716 6,442
    41982 -NOVARTIS AG SPON ADR 4,541 5,511
    41982 -PHILLIPS 66 5,826 5,652
    41982 -PROCTER & GAMBLE CO 4,403 7,361
    41982 -RAYTHEON TECHNOLOGIES CORP 5,051 6,971
    41982 -REPUBLIC SERVICES INC 4,636 9,064
    41982 -ROCKWELL AUTOMATION INC NEW 2,793 8,372
    41982 -TEXAS INSTRUMENTS 1,728 6,408
    41982 -TRUIST FINL CORP 5,650 6,499
    41982 -UNION PACIFIC CORP 2,693 7,054
    41982 -UNITED PARCEL SERVICE INC CL B 5,885 7,716
    41982 -VF CORP 4,119 5,125

    TY 2021 OtherAssetsSchedule
    Name:
    THE LEVMAR FOUNDATION INC
    EIN:
    51-0387146
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITIES SALES RECEIVABLE   1,379,738 1,379,738


    TY 2021 OtherIncreasesSchedule
    Name:
    THE LEVMAR FOUNDATION INC
    EIN:
    51-0387146
    Description Amount
    PRIOR PERIOD ADJUSTMENT 29,791


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE LEVMAR FOUNDATION INC
    EIN:
    51-0387146
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CORPORATE SERVICE FEE 311 0   311
    INVESTMENT MANAGEMENT FEES 8,943 8,943   0


    TY 2021 TaxesSchedule
    Name:
    THE LEVMAR FOUNDATION INC
    EIN:
    51-0387146
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 894 894   0
    FEDERAL EXCISE TAXES 9,966 0   0