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 10-01-2021 , and ending 09-30-2022
Name of foundation
EDWARD C AND LINDA DRESNER LEVY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)12030 SUNRISE VALLEY DRIVE 450
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RESTON, VA20191
A Employer identification number

38-6091368
B Telephone number (see instructions)

(703) 437-9720
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$7,509,573
J 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) 938,530
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 363,636 363,201  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,282,908
b Gross sales price for all assets on line 6a 12,003,665
7 Capital gain net income (from Part IV, line 2)... 3,282,482
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)....... 24,105 22,799  
12 Total. Add lines 1 through 11........ 4,609,179 3,668,482  
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).......        
c Other professional fees (attach schedule).... 141,895 66,895   75,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,371 189   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,520 0   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 146,786 67,084   75,020
25 Contributions, gifts, grants paid....... 15,084,541 15,084,541
26 Total expenses and disbursements. Add lines 24 and 25 15,231,327 67,084   15,159,561
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,622,148
b Net investment income (if negative, enter -0-) 3,601,398
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.............      
2 Savings and temporary cash investments......... 2,435,933 277,865 277,865
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,669,002 Click to see attachment6,204,922 7,231,708
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) 17,104,935 6,482,787 7,509,573
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 17,104,935 6,482,787
29 Total net assets or fund balances (see instructions)..... 17,104,935 6,482,787
30 Total liabilities and net assets/fund balances (see instructions). 17,104,935 6,482,787
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
17,104,935
2
Enter amount from Part I, line 27a .....................
2
-10,622,148
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,482,787
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
6,482,787
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 MERRILL D 2021-01-01 2022-09-30
b VIDA LONGEVITY P 2021-01-01 2022-09-30
c VIDA LONGEVITY P 2021-01-01 2022-09-30
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 12,000,850   8,720,757 3,280,093
b 2,389     2,389
c 426   426 0
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       3,280,093
b       2,389
c       0
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 3,282,482
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 50,059
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 50,059
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,600
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 5,600
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 44,459
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 2022 estimated taxBullet   RefundedBullet 11  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletMI
    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 ofbulletSTERLING FOUNDATION MANAGEMENT Telephone no.bullet (703) 437-9720

    Located atbullet12030 SUNRISE VALLEY DRIVE STE 450RESTONVA ZIP+4bullet20191
    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
    EDWARD C LEVY JR PRESIDENT/DIRECTOR
    1.00
    0 0 0
    12030 SUNRISE VALLEY DR STE 450
    RESTON,VA20191
    LINDA DRESNER LEVY TREASURER/DIRECTOR
    1.00
    0 0 0
    12030 SUNRISE VALLEY DR STE 450
    RESTON,VA20191
    PATRICK T DUERR SECRETARY/DIRECTOR
    1.00
    0 0 0
    12030 SUNRISE VALLEY DR STE 450
    RESTON,VA20191
    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
    STERLING FOUNDATION MANAGEMENT LLC MANAGEMENT SERVICES 75,000
    12030 SUNRISE VALLEY DRIVE
    RESTON,VA20191
    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 OPNA IMMUNO-ONCOLOGY SA - TO SUPPORT PRINCIPAL ACTIVITIES RELATED TO THE ADVANCEMENT OF CANCER RESEARCH 1,500,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet1,500,000
    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
    9,814,448
    b
    Average of monthly cash balances.......................
    1b
    1,694,291
    c
    Fair market value of all other assets (see instructions)................
    1c
    88,571
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,597,310
    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
    11,597,310
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    173,960
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,423,350
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    571,168
    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
    571,168
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    50,059
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    200
    c
    Add lines 2a and 2b............................
    2c
    50,259
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    520,909
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    520,909
    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
    520,909
    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 7 520,909
    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...... 709,685
    b From 2017...... 11,711,167
    c From 2018...... 7,215,864
    d From 2019...... 2,876,427
    e From 2020...... 6,040,046
    f Total of lines 3a through e ........ 28,553,189
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 16,659,561
    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..... 520,909
    e Remaining amount distributed out of corpus 16,138,652
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 44,691,841
    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) ...
    709,685
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    43,982,156
    10 Analysis of line 9:
    a Excess from 2017.... 11,711,167
    b Excess from 2018.... 7,215,864
    c Excess from 2019.... 2,876,427
    d Excess from 2020.... 6,040,046
    e Excess from 2021.... 16,138,652
    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).)
    EDWARD C LEVY JR
    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
    ALBERT KAHN LEGACY FOUNDATION
    3011 W GRAND BLVD STE 1800
    DETROIT,MI48202
      PC ALBERT KAHN EXHIBIT AT DETROIT HISTORICAL MUSEUM 5,000
    AIEF - AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001
      PC GENERAL SUPPORT 125,000
    ALZHEIMER'S ASSOCIATION NATIONAL CHAPTER
    3701 PENDER DRIVE STE 400
    FAIRFAX,VA22030
      PC GENERAL SUPPORT 10,000
    AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
    39 BROADWAY SUITE 1510
    NEW YORK,NY10006
      PC INSS CONTRIBUTION 25,000
    AMERICAN ENTERPRISE INSTITUTE
    1789 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036
      PC GENERAL SUPPORT 25,000
    AMERICAN TECHNION SOCIETY
    6735 TELEGRAPH ROAD SUITE 365
    BLOOMFIELD HILLS,MI48301
      PC GENERAL SUPPORT 10,000
    ASPEN VALLEY HOSPITAL FOUNDATION
    401 CASTLE CREEK RD
    ASPEN,CO81611
      PC GENERAL SUPPORT 2,500
    ASPEN MUSIC FESTIVAL & SCHOOL
    225 MUSIC SCHOOL ROAD
    ASPEN,CO81611
      PC GENERAL SUPPORT 4,000
    BEYOND BASICS
    18000 WEST NINE MILE ROAD - 450
    SOUTHFIELD,MI48075
      PC GENERAL SUPPORT 3,000
    BLOSSOMING ROSE
    PO BOX X
    CEDAR SPRINGS,MI49319
      PC GENERAL SUPPORT 2,500
    BRILLIANT DETROIT
    5675 LARKINS STREET
    DETROIT,MI48210
      PC GENERAL SUPPORT 150,000
    CARE HOUSE OF OAKLAND COUNTY
    44765 WOODWARD AVENUE
    PONTIAC,MD48341
      PC GENERAL SUPPORT 50,000
    CENTRAL FUND OF ISRAEL
    461 CENTRAL AVENUE
    CEDARHURST,NY11516
      PC ISRAEL ADVOCACY 50,000
    CHILDREN'S HOSPITAL OF MICHIGAN FOUNDATION
    3011 WEST GRAND BLVD SUITE 218
    DETROIT,MI48202
      PC GENERAL SUPPORT 143,000
    COLLEGE FOR CREATIVE STUDIES
    201 E KIRBY
    DETROIT,MI48202
      PC FOR THE "LINDA DRESNER ENDOWED CHAIR OF FASHION DESIGN" 2,000,000
    COMMUNITY HOUSE FOUNDATION
    330 S BATES STREET
    BIRMINGHAM,MI48009
      PC GENERAL SUPPORT 11,000
    CRANBROOK EDUCATIONAL COMMUNITY
    PO BOX 77000
    DETROIT,MI48277
      PC GENERAL SUPPORT 15,000
    CRANBROOK ACADEMY OF ART
    MIDDLUBELT RD
    BLOOMFIELD HILLS,MI48303
      PC STUDIO EVENT 10,000
    DETROIT RIVERFRONT CONSERVANCY
    600 RENAISSANCE CENTER SUITE 1720
    DETROIT,MI48243
      PC GENERAL SUPPORT 25,000
    DETROIT SYMPHONY ORCHESTRA
    3711 WOODWARD AVENUE
    DETROIT,MI48201
      PC GENERAL SUPPORT 100,500
    ETON ACADEMY
    1755 MELTON ROAD
    BIRMINGHAM,MI48009
      PC GENERAL SUPPORT 1,500
    FARBER HEBREW DAY SCHOOL
    21100 W 12 MILE ROAD
    SOUTHFIELD,MI48076
      PC GENERAL SUPPORT 10,000
    FORGOTTEN HARVEST
    15000 W 8 MI RD
    OAK PARK,MI48237
      PC GENERAL SUPPORT 10,000
    CRANBROOK SCHOOLS
    520 LONE PINE ROAD
    BLOOMFIELD HILLS,MI48303
      PC GENERAL SUPPORT 2,500
    FRIENDS OF ELNET
    641 LEXINGTON AVENUE 20TH FLOOR
    NEW YORK,NY10022
      PC GENERAL SUPPORT 60,000
    GLEANERS COMMUNITY FOOD BANK
    2131 BEAUFAIT STREET
    DETROIT,MI48207
      PC GENERAL SUPPORT 10,000
    FRANKEL JEWISH ACADEMY
    6600 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322
      PC GENERAL SUPPORT 1,800
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    PO BOX 999
    WALLED LAKE,MI48390
      PC GENERAL SUPPORT 1,000
    GREEN LIGHT FUND
    50 MILK ST 16TH FLOOR
    BOSTON,MA02109
      PC GREEN LIGHT FUND DETROIT 250,000
    GREAT LAKES CHAMBER MUSIC FESTIVAL
    24901 NORTHWESTERN HIGHWAY SUITE
    312
    SOUTHFIELD,MI48075
      PC GENERAL SUPPORT 1,650
    HAVEN FOUNDATION
    801 VANGUARD DRIVE
    PONTIAC,MI48341
      PC GENERAL SUPPORT 1,500
    IMPACT ISRAEL
    4340 EAST-WEST HWY SUITE 202
    BETHESDA,MD20814
      PC GENERAL SUPPORT 51,000
    HADASSAH THE WOMEN ZIONIST ORGANIZATION OF AMERICA
    40 WALL STREET 8TH FLOOR
    NEW YORK,NY10005
      PC GENERAL SUPPORT 2,000
    ISRAEL CENTER FOR EXCELLENCE THROUGH EDUCATION
    9 S 753 CIRCLE AVENUE
    WILLOWBROOK,IL60527
      PC GENERAL SUPPORT 50,000
    ISRAEL21C
    44 MONTGOMERY ST SUITE 3700
    SAN FRANCISCO,CA94104
      PC GENERAL SUPPORT 7,500
    HEBREW FREE LOAN
    6735 TELEGRAPH ROAD SUITE 300
    BLOOMFIELD HILLS,MI48301
      PC GENERAL SUPPORT 10,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI48202
      PC PANCREATIC CANCER CENTER 8,000,000
    JEWISH SENIOR LIFE
    6710 W MAPLE RD
    WEST BLOOMFIELD TOWNSH,MI48322
      PC GENERAL SUPPORT 2,500
    KARMANOS CANCER INSTITUTE
    4100 JOHN R STREET
    DETROIT,MI48201
      PC GENERAL SUPPORT 15,516
    HILLEL DAY SCHOOL
    32200 MIDDLEBELT RD
    FARMINGTON HILLS,MI48334
      PC GENERAL SUPPORT 1,800
    HILLEL OF METROPOLITAN DETROIT
    5221 GULLEN MALL 667 STUDENT CENTER
    BUILDING
    DETROIT,MI48202
      PC GENERAL SUPPORT 15,000
    HOLOCAUST MEMORIAL CENTER
    28123 ORCHARD LAKE ROAD
    FARMINGTON HILLS,MI48334
      PC GENERAL SUPPORT 10,000
    LIGHTHOUSE OF OAKLAND COUNTY
    46156 WOODWARD AVENUE
    PONTIAC,MI48342
      PC GENERAL SUPPORT 1,500
    MACKINAC CENTER FOR PUBLIC POLICY
    140 WEST MAIN PO BOX 568
    MIDLAND,MI48640
      PC GENERAL SUPPORT 100,000
    MICHIGAN OPERA THEATRE
    1526 BROADWAY
    DETROIT,MI48226
      PC GENERAL SUPPORT 175,000
    HOUSTON JEWISH COMMUNITY FOUNDATION
    5603 SOUTH BRAESWOOD BLVD
    HOUSTON,TX77096
      PC GENERAL SUPPORT 2,500
    MOTOWN MUSEUM
    2648 WEST GRAND BOULEVARD
    DETROIT,MI48208
      PC GENERAL SUPPORT 1,000
    MUSEUM OF CONTEMPORARY ART DETROIT
    4454 WOODWARD AVE
    DETROIT,MI48201
      PC GENERAL SUPPORT 10,000
    JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC)
    6735 TELEGRAPH ROAD - STE 100
    BLOOMFIELD HILLS,MI48301
      PC GENERAL SUPPORT 250
    OAKLAND FAMILY SERVICES
    114 ORCHARD LAKE ROAD
    PONTIAC,MI48341
      PC GENERAL SUPPORT 1,000
    OAKLAND UNIVERSITY
    507 GOLF VIEW LANE
    ROCHESTER,MI48309
      PC ENVIRONMENTAL HEALTH SAFETY 20,000
    JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
    1101 14TH ST NW STE 1030
    WASHINGTON,DC20005
      PC GENERAL SUPPORT 2,000
    ORT AMERICA INC
    6735 TELEGRAPH ROAD SUITE 350
    BLOOMFIELD HILLS,MI48301
      PC GENERAL SUPPORT 5,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    32121 WOODWARD AVE STE 350
    ROYAL OAK,MI48073
      PC GENERAL SUPPORT 1,000
    TEMPLE B'NAI ISRAEL OF PETOSKEY
    PO BOX 2416
    PETOSKEY,MI49770
      PC GENERAL SUPPORT 1,050
    TEMPLE BETH EL
    7400 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI48301
      PC GENERAL SUPPORT 2,500
    THE HEAT AND WARMTH FUND
    535 GRISWOLD ST SUITE 200
    DETROIT,MI48226
      PC GENERAL SUPPORT 5,000
    THE HENRY FORD (EDISON INSTITUTE)
    20900 OAKWOOD BOULEVARD
    DEARBORN,MI48124
      PC INNOVATION PROJECT CAMPAIGN, YOUTH & FAMILY ENGAGEMENT, EDUCATOR PROFESSIONAL DEVELOPMENT, POSITIONS TO COORDINATE, SUPPORT AND MANAGE PROGRAMS, RELATED DETROIT YOUTH AND STUDENT LEARNING INITIATIVES 2,700,000
    THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY
    1111 19TH ST NW STE 500
    WASHINGTON,DC20036
      PC GENERAL SUPPORT 24,975
    YAD EZRA
    2850 WEST 11 MILE ROAD
    BERKLEY,MI48072
      PC GENERAL SUPPORT 25,000
    KIPP DETROIT
    19321 W CHICAGO
    DETROIT,MI48228
      PC TO SUPPORT LAUNCHING ITS OPERATIONS IN DETROIT THIS SCHOOL YEAR 600,000
    MIDDLE EAST MEDIA RESEARCH INSTITUTE
    PO BOX 27837
    WASHINGTON,DC20038
      PC GENERAL SUPPORT 12,000
    MSU HILLEL
    360 CHARLES STREET
    EAST LANSING,MI48824
      PC GENERAL SUPPORT 15,000
    MUNSON HEALTHCARE CHARLEVOIX HOSPITAL
    1105 SIXTH ST
    TRAVERSE CITY,MI49684
      PC GENERAL SUPPORT 1,000
    PILOT LIGHT FOUNDATION
    10960 WILSHIRE BLVD SUITE 700
    LOS ANGELES,CA90024
      PC GENERAL SUPPORT 25,000
    REPORT INC
    1121 N BETHLEHEM PIKE STE 60
    SPRING HOUSE,PA19477
      PC GENERAL SUPPORT 15,000
    SIMON WIESENTHAL CENTER
    1399 ROBURY DRIVE FL 2
    LOS ANGELES,CA90035
      PC GENERAL SUPPORT 1,000
    UNIVERSITY OF MICHIGAN HILLEL
    1429 HILL STREET
    ANN ARBOR,MI48104
      PC GENERAL SUPPORT 15,000
    VENICE HERITAGE FOUNDATION
    PO BOX 1116
    VENICE,CA90294
      PC GENERAL SUPPORT 15,000
    YESHIVA BETH YEHUDAH
    PO BOX 2044
    SOUTHFIELD,MI48037
      PC GENERAL SUPPORT 1,000
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVE
    DETROIT,MI48202
      PC GENERAL SUPPORT 25,000
    Total .................................bullet 3a 15,084,541
    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 ............
    901101 426 18 3,282,482  
    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) .. 2,167 3,668,482 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,670,649
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    EDWARD C AND LINDA DRESNER LEVY
    FOUNDATION
    Employer identification number

    38-6091368
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    EDWARD C AND LINDA DRESNER LEVY
    FOUNDATION
    Employer identification number
    38-6091368
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    EDWARD C AND LINDA DRESNER LEVY
    12030 SUNRISE VALLEY DRIVE STE 450
     
    RESTON, VA20191

    $ 3,173,088


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    EDWARD C AND LINDA DRESNER LEVY
    FOUNDATION
    Employer identification number

    38-6091368
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    VARIOUS STOCKS $ 3,173,088 2021-12-14
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    EDWARD C AND LINDA DRESNER LEVY
    FOUNDATION
    Employer identification number

    38-6091368
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsOtherSchedule2
    Name:
    EDWARD C AND LINDA DRESNER LEVY
     
    FOUNDATION
    EIN:
    38-6091368
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MERRILL 4495 AT COST 781,450 732,059
    MERRILL 4497 AT COST 3,834,901 4,911,078
    VIDA LONGEVITY FUND AT COST 88,571 88,571
    OPNA IMMUNO ONCOLOGY SA AT COST 1,500,000 1,500,000

    TY 2021 OtherExpensesSchedule
    Name:
    EDWARD C AND LINDA DRESNER LEVY
     
    FOUNDATION
    EIN:
    38-6091368
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BUSINESS REGISTRATION FEES 20 0   20
    PROGRAM EXPENSES 1,500 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    EDWARD C AND LINDA DRESNER LEVY
     
    FOUNDATION
    EIN:
    38-6091368
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    VIDA K-1 OTHER INCOME 20,426 20,426 20,426
      0 0 0
    OAKTREE K-1 OTHER INCOME 2,373 2,373 2,373
    VIDA K-1 UBIT 1,306 0 1,306


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EDWARD C AND LINDA DRESNER LEVY
     
    FOUNDATION
    EIN:
    38-6091368
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION MANAGEMENT FEES 75,000 0   75,000
    INVESTMENT FEES 66,895 66,895   0


    TY 2021 TaxesSchedule
    Name:
    EDWARD C AND LINDA DRESNER LEVY
     
    FOUNDATION
    EIN:
    38-6091368
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 189 189   0
    EXCISE TAXES 3,182 0   0