Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
LEVELER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)805 SW BROADWAY 2600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

39-6051879
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,026,182J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 86,057 87,733  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,403
b Gross sales price for all assets on line 6a 1,107,739
7 Capital gain net income (from Part IV, line 2)... 2,302
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
171 0  
12 Total. Add lines 1 through 11........ 88,631 90,035  
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
List of Attached Documents:
// Content
4,778 2,389   2,389
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,119 26,053   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,230 1,708   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,147 0   2,147
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,272 2,272   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,546 32,422   4,536
25 Contributions, gifts, grants paid....... 142,700 142,700
26 Total expenses and disbursements. Add lines 24 and 25 178,246 32,422   147,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -89,615
b Net investment income (if negative, enter -0-) 57,613
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,538 12 12
2 Savings and temporary cash investments......... 77,927 70,717 70,717
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 99,186 Click to see attachment
List of Attached Documents:
// Content
292,160 		274,939
b Investments—corporate stock (attach schedule)....... 2,636,832 Click to see attachment
List of Attached Documents:
// Content
2,347,602 		2,400,286
c Investments—corporate bonds (attach schedule)....... 279,807 Click to see attachment
List of Attached Documents:
// Content
295,184 		280,228
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,095,290 3,005,675 3,026,182
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,767,157 2,767,157
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 328,133 238,518
29 Total net assets or fund balances (see instructions)..... 3,095,290 3,005,675
30 Total liabilities and net assets/fund balances (see instructions). 3,095,290 3,005,675
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
3,095,290
2
Enter amount from Part I, line 27a .....................
2
-89,615
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,005,675
5
Decreases not included in line 2 (itemize) right arrow
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
3,005,675
Form 990-PF (2023)
Form 990-PF (2023)
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      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,107,614   1,105,437 2,177
b 125     125
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,177
b       125
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,302
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 801
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........................... 3 801
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- ..... 5 801
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,701
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 2,701
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,900
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,900 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowAZ
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowLEVELERFOUNDATION.ORG
14
The books are in care ofright arrowUBS FINANCIAL SERVICES Telephone no.right arrow (503) 221-5800

Located atright arrow1000 HARBOR BLVDWEEHAWKENNJ ZIP+4right arrow07086
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
DAN WARNER PRESIDENT
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
KURT SPREYER VICE PRESIDENT
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
CHARLES TAMPIO TRUSTEE
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
JESSIE TAMPIO TRUSTEE
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
ED WARNER TRUSTEE
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
2,816,455
b
Average of monthly cash balances.......................
1b
82,311
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,898,766
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
2,898,766
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
43,481
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,855,285
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
142,764
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
142,764
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
801
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
801
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
141,963
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
141,963
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
141,963
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
147,236
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
147,236
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 141,963
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 12,328
e From 2022...... 20,788
f Total of lines 3a through e ........ 33,116
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 147,236
a Applied to 2022, 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 2023 distributable amount..... 141,963
e Remaining amount distributed out of corpus 5,273
5 Excess distributions carryover applied to 2023. 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 38,389
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		38,389
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 12,328
d Excess from 2022.... 20,788
e Excess from 2023.... 5,273
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ASIAN PACIFIC ENVIRONMENTAL

426 17TH ST 5TH FLOOR
OAKLAND,CA94612 		  PC SUPPORT FOR PERSONNEL COSTS FOR RICHMOND YOUTH ORGANIZER 8,000

ASSISTANCE LEAGUE OF TUSCON

1307 N ALVERNON WAY
TUCSON,AZ85712 		  PC SUPPORT FOR THE TUCSON COMMUNITY 6,000

ASYLUM WORKS

1718 CONNECTICUT AVE NW SUITE 300
WASHINGTON,DC20009 		  PC SUPPORT FOR ASYLUM SEEKERS IN THE US 10,000

CASA SAN JOSE

2116 BROADWAY AVE
PITTSBURGH,PA15216 		  PC SUPPORT FOR LATINX IMMIGRANT COMMUNIES AFFECTED BY COVID-19 8,000

CEASEFIRE PA

1518 WALNUT ST SUITE 502
PHILADELPHIA,PA19102 		  PC GENERAL OPERATING SUPPORT 5,000

COMMUNITIES FOR A BETTER ENVIRONMENT

6325 PACIFIC BLVD SUITE 300
HUNTINGTON PARK,CA90255 		  PC HEALTH AND JUSTICE FOR LOW INCOME COMMUNITIES OF COLOR 6,000

COMMUNITY FOUNDATION FOR THE ALLEGHANIES

116 MARKET ST SUITE 4
JOHNSTOWN,PA15901 		  PC GENERAL OPERATING SUPPORT 8,000

COMMUNITY HOME REPAIR PROJECTS OF ARIZONA

PO BOX 26215
TUCSON,AZ85726 		  PC SUPPORTS LONG TERM HOUSING SOLUTIONS FOR LOW INCOME HOMEOWNERS 5,000

CORNUCOPIA INSTITUTE

PO BOX 826
VIROQUA,WI54665 		  PC PROTECTS THE INTEGRITY OF ORGANIC, SUSTAINABLE, LOCAL AND DIRECT AGRICULTURE MARKET 8,000

EDUCATOR COLLECTIVE FOR ENVIRONMENTAL JUSTICE

1012 THULA VISTA AVE
BURLINGAME,CA94010 		  PC GENERAL OPERATING SUPPORT 8,000

HIGHLAND SUPPORT PROJECT

220 S 4TH AVE
TUCSON,AZ85701 		  PC GENERAL OPERATING SUPPORT 4,000

INQUIRING SYSTEMS INC

887 SONOMA AVE
SANTA ROSA,CA95404 		  PC GENERAL OPERATING SUPPORT 8,000

KXCI COMMUNITY RADIO

350 W SAHUARITA RD
SAHUARITA,AZ85629 		  PC GENERAL OPERATING SUPPORT 1,000

NEIGHBORHOOD RESILIENCE

2038 BEDFORD AVE
PITTSBURGH,PA15219 		  PC SUPPORT FOR THE FREE HEALTH CENTER 6,000

NORCAL RESIST

620 JONES WAY
SACRAMENTO,CA95818 		  PC SUPPORT FOR MARGINALIZED COMMUNITIES AND ASYLUM SEEKERS 7,000

OPERA NOVA

PO BOX 7057
ARLINGTON,VA22207 		  PC INTRODUCE CHILDREN TO THEATER PERFORMACE OF A PROFESSIONAL OPERA 5,000

SABINO CANYON VOLUNTEER NATURALISTS

6381 NORTH CAMINO PADRE ISIDORO
TUCSON,AZ85717 		  PC SUPPORT CONSERVATION OF THE SABINO CANYON WILDLIFE HABITAT 4,000

SAGRADO WELLNESS

56 COURIER BLVD
BUFFALO,NY14217 		  PC GENERAL OPERATING SUPPORT 2,000

SAHUARITA UNIFIED SCHOOL DISTRICT EDUCATIONAL ENRICHMENT FOUNDATION

PO BOX 91144
TUCSON,AZ85752 		  PC GENERAL OPERATING SUPPORT 1,200

SISTER JOSE WOMEN'S CENTER

PO BOX 1028
TUCSON,AZ85702 		  PC SUPPORT THE CARE AND NURTURE OF HOMELESS WOMEN 8,000

SOLUTIONS IN HOMETOWN CONNECTIONS

6811 KENILWORTH AVE SUITE 606
RIVERDALE,MD20737 		  PC GENERAL OPERATING SUPPORT 8,000

THE RESPECT DIVERSITY FOUNDATION

2808 WEST LEXINGTON WAY
EDMOND,OK73012 		  PC GENERAL OPERATING SUPPORT 4,000

THERAPEUTIC RIDING OF TUCSON

8920 E WOODLAND RD
TUCSON,AZ85749 		  PC GENERAL OPERATING SUPPORT 3,000

TREASURES 4 EDUCATORS

PO BOX 91144
TUCSON,AZ85752 		  PC GENERAL OPERATING SUPPORT 3,000

WHEELS FOR KIDS

39694 NORTH EAGLE LAKE RD
BATTLE LAKE,MN56515 		  PC GENERAL OPERATING SUPPORT 3,000

WORLD REFUGEE DAY

PO BOX 7185
RICHMOND,VA23221 		  PC GENERAL OPERATING SUPPORT 3,500
Total .................................right arrow 3a 142,700
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 86,057  
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 2,403  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCASH IN LIEU 		    01 171  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 88,631 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
88,631
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 4,778 2,389   2,389

TY 2023 InvestmentsCorpBondsSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC 15,778 13,801
AMER EXPRESS CO 4,985 5,012
AMER HONDA FIN CORP 5,020 5,021
AT&T INC 18,339 17,883
BANK OF AMER CORP 20,887 19,211
BK OF AMER CORP 3,846 3,964
BK OF MONTREAL 1,964 1,994
BK OF NY MELLON CORP 1,982 1,999
BP CPTL MARK PLC 3,817 3,902
CATERPILLAR FINL SERVICE 3,000 3,007
CENTERPOINT ENERGY INC 2,936 3,000
CHARLES SCHWAB CORP 3,937 3,946
CHARTER COMM OPT LLC 5,003 5,000
CITIGROUP INC 18,533 17,328
COMCAST CORP 3,001 3,005
COMCAST CORP 15,226 13,817
CPTL ONE FINL CORP 1,978 1,999
CVS HEALTH CORP 15,079 13,779
EDBRIDGE INC 1,988 2,001
ENTERPRISE PRODUCTS OPER 15,776 14,219
GEN MOTORS FINL CO 3,850 3,952
GEORGIA POWER CO 4,000 4,009
GOLDMAN SACHS GROUP INC 19,340 18,211
JOHN DEERE CAPITAL CORP 2,994 3,010
JOHN DEERE CPTL CORP 2,004 2,006
JP MORGAN CHASE 1,763 1,993
JPMORGAN CHASE & CO 18,433 16,534
JPMORGAN CHASE & CO 1,965 1,989
MORGAN STANLEY 3,987 4,001
PEPSICO INC 2,000 2,003
PUBLIC STORAGE 3,000 3,007
ROYAL BANK OF CANADA 3,914 3,957
SHELL INTL 14,416 13,481
SOURTHERN CALIF EDISON CO 4,938 5,002
TOYOTA MOTOR CRDT CORP 5,004 5,003
TRUIST FINL CORP 1,938 1,970
VERIZON COMMUNICATIONS INC 19,929 18,883
WELLS FARGO & CO 18,634 17,329

TY 2023 InvestmentsCorpStockSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 6,285 9,214
ABBOTT LABS 3,914 3,963
ABBVIE INC 7,427 7,594
ACCENTURE 2,083 2,456
ACCRUED INTEREST 0 3,651
ADIDAS 2,915 3,050
ADOBE INC 4,848 6,563
ADVANCED MICRO DEVICES INC 2,123 3,390
AIA GROUP LTD 9,127 6,171
AIR LIQUIDE 2,960 3,856
AIR PROD & CHEMICAL INC 8,761 8,488
AIRBNB INC 1,326 1,498
AIRBUS 4,495 5,361
AKAMAI TECHNOLOGIES INC 1,907 2,485
ALBANY INTL CORP 1,260 1,572
ALBEMARLE CORP 2,854 1,878
ALEXANDRIA REAL ESTATE EQUITIES 1,323 1,141
ALIGN TECHNOLOGY INC 967 822
ALNYLAM PHARMACEUTICALS INC 909 766
ALPHABET INC 10,682 14,093
AMADEUS IT GROUP 5,222 6,415
AMAZON.COM INC 24,205 25,982
AMER EXPRESS CO 5,213 6,370
AMERICA MOVIL 1,784 1,759
AMGEN INC 1,948 2,304
AMPHENOL CORP 3,007 3,767
ANALOG DEVICES INC 6,919 8,737
ANHEUSER BUSCH INBEV 4,609 3,813
ANSYS INC 2,597 2,540
APPLE INC 17,222 20,793
ARCHROCK INC 1,372 2,633
ARISTA NETWORKS INC 2,389 2,826
ARROW ELECTRONICS INC 1,876 2,078
ASML HLDG 10,555 12,868
ASSA ABLOY 2,263 2,229
ASTRAZENECA PLC 7,884 11,180
AUTOZONE INC 2,374 2,586
AVALONBAY COMMUNITIES INC 1,997 1,872
B&M EUROPEAN VALUE RETAIL 1,914 1,613
BANK OF AMER CORP 7,646 7,980
BAXTERN INTL INC 1,859 1,508
BECTON DICKINSON & CO 3,526 3,414
BEIGENE LTD 3,047 1,804
BEST BUY CO INC 2,474 2,583
BHP GROUP LTD 1,677 1,981
BIO RAD LABORATORIES INC 2,338 1,614
BLACKROCK INC 7,693 8,930
BLACKSTONE INC 1,942 2,749
BLOCK INC 621 619
BORGWARNER INC 1,315 1,506
BOSTON PROPERTIES INC 1,604 1,263
BOX INC 1,702 1,793
BP PLC SPON 4,035 3,859
BRISTOL MYERS SQUIBB CO 11,880 7,902
BRITISH AMER TOBACCO PLC 6,472 4,686
BROADCOM INC 6,482 10,046
CABOT CORP 1,432 1,921
CAPGEMINI 3,539 4,018
CAPITAL ONE FINCL CORP 991 1,180
CARLSBERG 5,934 4,404
CBRE GROUP INC 2,219 2,886
CELCIUS HOLDINGS INC 2,559 2,508
CENCORA INC 2,614 3,491
CENTENE CORP 1,727 1,558
CF INDUSTRIES HOLDINGS INC 3,322 2,942
CHARLES RIVER LABORATORIES 2,268 2,600
CHENIERE ENERGY INC 1,482 1,707
CHEVRON CORP 8,484 8,353
CHIPOTLE MEXICAN GRILL INC 2,734 4,574
CHUBB LTD 4,503 5,198
CIRRUS LOGIC INC 1,499 1,747
CME GROUP INC 5,264 5,476
CMS ENERGY CORP 2,819 2,497
COCA COLA CO COM 4,477 4,184
COGNIZANT TECH SOLUTIONS CRP 1,586 1,813
COMCAST CORP 8,217 8,989
COMPAGNIE FINANCIERE RICHEMONT 1,303 1,557
CON NATL RAILWAY CO 3,238 3,643
CONMED CORP 1,427 1,862
CONOCOPHILLIPS 12,253 14,393
COPT DEFENSE PROPERTIES SBI 1,429 1,358
CORNING INC 3,011 2,832
CRACKER BARREL OLD CTRY STORE INC 1,674 1,387
CVS HEALTH CORP 4,176 3,474
D R HORTON INC 3,205 4,863
DAIICHI SANKYO CO LTD 3,813 3,583
DAIKIN INDS LTD 4,210 3,654
DANONE 2,691 2,862
DARDEN RESTAURANTS INC 1,387 1,972
DASSAULT SYSTEMS 1,902 2,255
DBS GROUP HLDGS LTD 4,255 4,952
DEERE AND CO 6,578 7,198
DIODES INC 1,442 1,771
DNB BK 3,648 3,681
DOMINION ENERGY INC 4,079 2,867
DOORDASH INC 2,082 2,176
DOVER CORP 5,813 6,921
DSV 3,006 2,547
EASTMAN CHEMICAL CO 1,987 2,066
EATON CORP PLC 8,884 12,041
EDWARDS LIFESCIENCES CORP 900 991
ENGIE 3,818 4,713
EOG RESOURCES INC 6,230 6,531
EPIROC AKTIEBOLAG 5,540 5,337
ESSILORLUXOTTICA 6,024 7,235
EXACT SCIENCES CORP 2,671 2,441
EXXON MOBIL CORP 7,476 8,198
FIRST SOLAR INC 1,359 1,034
FIRSTCASH HLDGS INC 1,086 1,734
FORMFACTOR INC 1,686 1,919
FREEPORT-MCMORAN INC 1,541 1,447
FUJITSU LTD 3,126 3,123
GALLAGHER ARTHUR J & CO 2,736 3,598
GATX CORP 2,309 2,885
GENL DYNAMICS CORP 5,886 6,751
GENMAB 5,393 4,967
GIVAUDAN 4,968 4,902
GRAINGER W W INC 2,154 2,486
HARTFORD FINCL SERVICES GROUP INC 2,602 3,135
HCA HEALTHCARE INC 754 812
HDFC BANK LTD 4,892 4,698
HERMES INTL 2,330 4,039
HERSHEY CO 3,034 2,797
HEXCEL CORP 1,705 2,508
HITACHI LTD 2,562 2,891
HOLOGIC INC 2,265 2,358
HOME DEPOT INC 5,058 5,545
HONG KONG EXCHANGES & CLEARING LTD 942 548
HOULIHAN LOKEY INC 1,827 2,758
HUBSPOT INC 2,201 2,322
HUNTINGTON INGALLS INDS INC 1,469 1,817
IBERDROLA 2,617 2,888
IMPERIAL BRANDS PLC 2,805 2,751
INDUSTRIA DE DISENO TEXTIL IND 2,973 5,867
INSPERITY INC COM 2,610 2,579
INTL BUSINESS MACH 3,251 3,762
INTUIT 2,870 4,375
INTUITIVE SURGICAL INC 1,244 1,349
ITOCHU CORP 3,514 3,665
JABIL INC 1,893 1,911
JOHNSON & JOHNSON COM 7,692 7,524
KENVUE INC 2,668 2,541
KERING 7,888 4,911
KEYCORP 1,563 1,296
KEYENCE CORP 6,165 5,728
LAM RESEARCH CORP 2,679 3,916
LAUDER ESTEE COS 247 146
LILLY ELI & CO 18,263 19,819
LONDON STK EXCHANGE 7,750 8,783
LONZA GROUP 3,642 2,567
LOREAL CO 5,343 6,561
LOWES COMPANIES INC 7,127 7,122
LVMH MOET HENNESSY LOUIS 4,960 4,549
MARRIOTT INTL INC 3,867 4,961
MARSH & MCLENNAN COS INC 1,451 1,705
MARUBENI CORP 3,538 2,978
MASTERCARD INC 9,016 9,810
MCDONALDS CORP 5,421 6,227
MCKESSON CORP 3,892 4,630
MEDTRONIC PLC 5,543 5,025
MERCADOLIBRE INC 9,337 12,572
MERCK & CO INC COM 1,837 2,071
META PLATFORMS INC 14,505 19,468
METLIFE INC 3,883 4,034
MICROCHIP TECHNOLOGY INC 1,072 1,082
MICROSOFT CORP 33,405 49,261
MODERNA INC 696 398
MONDELEZ INTL INC 3,568 3,984
MONGODB INC 1,185 1,635
MONOLITHIC POWER SYSTEMS INC 2,023 3,154
MONSTER BEVERAGE CORP 1,388 1,383
MOOG INC 1,479 2,751
MORGAN STANLEY 9,619 10,537
MSCI INC 542 566
MTU AERO ENGINES HLDGS 2,333 2,483
MYRIAD GENETICS INC 1,300 1,397
NESTLE 5,837 5,666
NETEASE INC 1,771 1,491
NETFLIX INC 7,714 10,224
NEXTERA ENERGY INC 6,535 5,102
NICE LTD SPON 1,685 1,397
NIDEC CORP 3,240 1,170
NIPPON TELEG & TEL CORP 3,980 4,113
NITORI HLDGS CO LTD 3,659 2,605
NOKIA CORP 1,871 1,228
NOMURA RESEARCH INSTITUTE LTD 2,939 3,138
NORFOLK STHN CORP 9,253 8,982
NORTHROP GRUMMAN CORP 5,519 5,618
NOVO NORDISK 6,466 13,552
NVIDIA CORP 9,205 18,818
NXP SEMICONDUCTORS 5,334 7,350
ON SEMICONDUCTOR CORP 3,175 4,511
ORACLE CORP 5,320 6,220
PALO ALTO NETWORKS INC 2,448 2,654
PAPA JOHNS INTL INC 2,486 2,211
PARKER HANNIFIN CORP 2,280 4,146
PENN ENTERTAINMENT INC 1,858 1,821
PEPSICO INC 3,695 3,736
PFIZER INC 2,781 2,073
PHILIP MORRIS INTL INC 8,389 7,715
PNC FINANCIAL SERVICES GROUP 5,814 5,884
PPG INDUSTRIES INC 6,154 7,328
PROCTER & GAMBLE CO 5,848 5,862
PROGRESSIVE CORP 1,948 3,026
PROLOGIS INC 3,290 3,599
PUBLIC SERVICE ENTERPRSE 2,788 2,752
QIAGEN 1,605 1,563
QUANTA SERVICES INC 1,841 2,158
RAYMOND JAMES FINANCIAL CORP 1,974 2,453
RAYTHEON JAMES FINANCIAL CORP 3,547 2,940
RECRUIT HLDGS CO LTD 3,946 3,632
REGENERON PHARMACEUTICALS INC 6,208 7,026
REINSURANCE GROUP AMER INC 1,913 2,750
RELX PLC 2,758 3,649
REPUBLIC SERVICES INC 4,532 5,607
ROYAL KPN 3,152 2,972
RTX CORP 6,784 5,974
RYDER SYSTEM INC 1,572 2,531
SAFRAN 7,619 10,062
SALESFORCE INC 4,829 6,579
SAP 9,950 11,130
SBA COMMUNICATIONS CORP 2,544 2,283
SCHWAB CHARLES CORP 8,345 8,462
SEAGATE TECHNOLOGY HLDGS 2,436 2,817
SERVICENOW INC 3,278 3,532
SHIN ETSU CHEM CO 5,618 5,977
SHOPIFY INC 5,237 7,634
SIKA 5,306 6,722
SMC CORP 6,089 5,374
SMITH A O CORP 1,942 2,968
SNAP ON INC 1,773 2,600
SONOCO PRODUCTS CO 2,030 2,011
SPIRIT AEROSYSTEMS HOLDINGS INC 2,152 2,161
SPOTIFY TECHNOLOGY 1,197 1,315
STARBUCKS CORP 4,601 4,704
STERICYCLE INC 1,356 1,635
STMICROELECTRONICS 5,148 6,016
STRAUMANN HLDG 3,848 4,525
SYNOPSYS INC 3,727 5,149
SYSCO CORP 4,801 4,095
TAIWAN SEMICONDUCTOR MFG CO LTD 8,134 7,072
TDK CORP 2,867 3,596
TELEDYNE TECHNOLOGIES INC 3,303 3,124
TENCENT HLDGS LTD 6,140 3,061
TERUMO CORP 1,882 1,664
TESLA INC 9,201 9,194
TEXAS INSTRUMENTS 4,755 4,432
TFI INTL INC 3,467 5,303
THE CIGNA GROUP 4,575 5,091
THE TRADE DESK INC 1,919 2,519
THE TRAVELERS COS INC 1,554 1,714
TJX COS INC 3,885 5,816
TOKYO ELECTRON LTD 3,072 3,820
TOTALENERGIES 10,011 11,455
TRANE TECHNOLOGIES PLC 2,885 3,902
TRANSDIGM GROUP INC 4,077 5,058
UBER TECHNOLOGIES INC 4,364 7,512
UNICHARM CORP 2,162 1,871
UNION PACIFIC CORP 1,695 1,719
UNITED PARCEL SERVICE INC 8,902 8,019
UNITEDHEALTH GROUP INC 9,122 9,476
UNTD OVERSEAS BK LTD 5,493 5,150
US BANCORP 6,582 6,752
VANGUARD CONSUMER STAPLES ETF 56,507 57,288
VANGUARD EXTD MKT ETF 67,393 64,124
VANGUARD FTSE DEVELOPED MKT ETF 153,638 146,430
VANGUARD FTSE EMERGING MARKETS ETF 57,018 56,924
VANGUARD HEALTH CARE ETF 54,156 55,655
VANGUARD S&P 500 ETF 281,668 327,163
VENTAS INC 1,663 1,595
VERIZON COMMUNICATIONS INC 3,638 2,413
WALMART INC 5,319 5,833
WEBSTER FINANCIAL CORP 1,584 1,827
WEC ENERGY GROUP INC 1,128 1,010
WELLS FARGO & CO 8,965 10,287
WESTERN ASSET 549,898 432,676
WOODWARD INC 1,633 2,450
WORKDAY INC 2,067 2,761
XCEL ENERGY INC 4,140 3,715

TY 2023 InvestmentsGovtObligationsSch
Name:
LEVELER FOUNDATION
EIN:
39-6051879
US Government Securities - End of Year Book Value:

292,160
US Government Securities - End of Year Fair Market Value:

274,939
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherExpensesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AMORTIZATION OF PREMIUMS/DISCOUNTS 2,272 2,272   0


TY 2023 OtherIncomeSchedule2
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CASH IN LIEU 171   171


TY 2023 OtherProfessionalFeesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 25,119 26,053   0


TY 2023 TaxesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 1,230 1,708   0