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
THE LEVMAR FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 10705
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCLEAN, VA22102
A Employer identification number

51-0387146
B Telephone number (see instructions)

(703) 855-4512
C 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$2,449,626J 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... 93,068 92,797  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -18,550
b Gross sales price for all assets on line 6a 290,191
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 74,518 92,797  
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
4,000 2,000   2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,447 12,219   224
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7 7   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,454 14,226   2,224
25 Contributions, gifts, grants paid....... 94,730 94,730
26 Total expenses and disbursements. Add lines 24 and 25 111,184 14,226   96,954
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,666
b Net investment income (if negative, enter -0-) 78,571
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............. 119,860 57,480 57,480
2 Savings and temporary cash investments.........   100,150 100,150
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)      
b Investments—corporate stock (attach schedule)....... 2,074,711 Click to see attachment
List of Attached Documents:
// Content
1,996,748 		2,291,996
c Investments—corporate bonds (attach schedule).......      
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) 2,194,571 2,154,378 2,449,626
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........ 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 2,194,571 2,154,378
29 Total net assets or fund balances (see instructions)..... 2,194,571 2,154,378
30 Total liabilities and net assets/fund balances (see instructions). 2,194,571 2,154,378
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,194,571
2
Enter amount from Part I, line 27a .....................
2
-36,666
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,157,905
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,527
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,154,378
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 SECURITED P   2023-12-31
b WASH SALES P   2023-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 289,920   310,339 -20,419
b       1,598
c 271     271
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       -20,419
b       1,598
c       271
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 -18,550
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 1,092
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 1,092
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,092
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,110
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 3,110
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 2,018
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,018 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 arrowVA, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowLEV VOLFTSUN Telephone no.right arrow (202) 862-1880

Located atright arrowPO BOX 10705MCLEANVA ZIP+4right arrow22102
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)
 
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
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
MARGARITA VOLFTSUN PRESIDENT
2.00 		0 0 0
PO BOX 10705
MCLEAN,VA22102
LEV VOLFTSUN DIRECTOR
2.00 		0 0 0
PO BOX 10705
MCLEAN,VA22102
AMY ROSENBLATT LUI DIRECTOR
2.00 		0 0 0
PO BOX 10705
MCLEAN,VA22102
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
2,230,540
b
Average of monthly cash balances.......................
1b
102,056
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,332,596
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
2,332,596
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
34,989
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,297,607
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
114,880
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
114,880
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,092
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,092
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
113,788
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
113,788
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
113,788
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
96,954
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
96,954
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 7 113,788
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...... 50,936
b From 2019...... 91,764
c From 2020...... 5,891
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 148,591
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 96,954
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..... 96,954
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 16,834 16,834
(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 5 131,757
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) ... 		34,102
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		97,655
10 Analysis of line 9:
a Excess from 2019.... 91,764
b Excess from 2020.... 5,891
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
MARGARITA VOLFTSUN
LEV VOLFTSUN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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

CHABAD OF POTOMAC

11621 SEVEN LOCKS ROAD
POTOMAC,MD208543201 		N/A PC GENERAL SUPPORT 4,850

CONGREGATION BETH EMETH

12523 LAWYERS ROAD
HERNDON,VA20171 		N/A PC GENERAL SUPPORT 3,080

FOUNDATION FOR DEFENSE OF DEMOCRACIES

PO BOX 33249
WASHINGTON,DC20033 		N/A PC GENERAL SUPPORT 5,000

HERITAGE CHRISTIAN SERVICES

130 JOHN MUIR DRIVE SUITE 106
AMHERST,NY14228 		N/A PC GENERAL SUPPORT 10,000

JEWISH COMMUNITY RELATIONS COUNCIL

6101 EXECUTIVE BOULEVARD SUITE 300
NORTH BETHESDA,MD20852 		N/A PC GENERAL SUPPORT 1,000

JEWISH FEDERATION OF GREATER WASHINGTON

6101 EXECUTIVE BLVD SUITE 100
NORTH BETHESDA,MD20852 		N/A PC GENERAL SUPPORT 48,000

NCESJ

1120 20TH STREET NW SUITE 300N
WASHINGTON,DC20036 		N/A PC GENERAL SUPPORT 1,000

SHALOM EDUCATION CENTER

6101 EXECUTIVE BLVD SUITE 100
NORTH BETHESDA,MD20852 		N/A PC GENERAL SUPPORT 10,000

SLINGSHOT

25 BROADWAY FL 9
NEW YORK CITY,NY10004 		N/A PC GENERAL SUPPORT 5,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		N/A PC GENERAL SUPPORT 1,800

FRIENDS OF THE ISRAEL DEFENSE FORCES

60 EAST 42ND STREET
NEW YORK,NY10165 		N/A PC GENERAL SUPPORT 5,000
Total .................................right arrow 3a 94,730
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 93,068  
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 -18,550  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 74,518 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
74,518
(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:
THE LEVMAR FOUNDATION INC
EIN:
51-0387146
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 4,000 2,000   2,000

TY 2023 InvestmentsCorpStockSchedule
Name:
THE LEVMAR FOUNDATION INC
EIN:
51-0387146
Name of Stock End of Year Book Value End of Year Fair Market Value
41170-ABBVIE INC COM 1,393 2,170
41170-ACCENTURE PLC IRELAND CL A 1,516 3,158
41170-ADVANCED MICRO DEVICES, INC. 1,615 2,653
41170-ALPHABET INC CL A 2,321 7,264
41170-ALPHABET INC CL C 846 5,637
41170-AMAZON COM INC. 2,934 7,445
41170-AMER ELECTRIC POWER CO. 2,767 2,761
41170-AMER EXPRESS CO. 1,821 3,372
41170-AMERIPRISE FINANCIAL INC. 1,174 3,039
41170-AMGEN INC 1,104 2,304
41170-ANSYS INC 1,122 1,814
41170-APPLE INC 2,000 10,589
41170-APPLIED MATERIALS, INC. 1,294 3,241
41170-BANK OF AMER CORP 1,924 2,593
41170-BLACKROCK INC. 378 1,624
41170-CACI INTL INC CL A 1,301 1,943
41170-CADENCE DESIGN SYSTEM 665 2,451
41170-CATERPILLAR INC 1,455 3,844
41170-CELANESE CORP NEW 1,431 2,331
41170-CHEVRON CORP 2,723 4,176
41170-CINTAS CORP 1,268 3,013
41170-CONOCOPHILLIPS 1,556 4,179
41170-DANAHER CORP 516 1,388
41170-EMCOR GROUP INC 960 1,723
41170-HARTFORD FINCL SERVICES GROUP 1,434 2,492
41170-HERSHEY CO 1,296 2,424
41170-HOME DEPOT INC 911 4,159
41170-HONEYWELL INTL INC. 1,235 2,307
41170-INTUIT 1,114 2,500
41170-JOHNSON & JOHNSON COM 1,863 2,665
41170-JPMORGAN CHASE & CO 1,862 3,742
41170-LABORATORY CORP AMER HLDGS NEW 851 1,591
41170-LILLY ELI & CO 1,584 3,498
41170-MANHATTAN ASSOC INC 1,129 2,153
41170-MARATHON OIL CORP 966 1,474
41170-MARSH & MCLENNAN COS INC 779 3,410
41170-META PLATFORMS INC CL A 3,452 6,725
41170-METLIFE INC 1,531 2,248
41170-MICROSOFT CORP 1,386 10,529
41170-MID AMER APARTMENT COMMUNITIES 1,361 1,345
41170-MOLINA HEALTHCARE INC 747 1,807
41170-MOODYS CORP 1,209 2,343
41170-BJS WHSL CLUB HLDGS INC. 1,106 1,467
41170-NEXTERA ENERGY INC COM 1,719 1,336
41170-NIKE INC CL B 966 1,411
41170-NVIDIA CORP 2,399 9,409
41170-PEPSICO INC 1,982 3,397
41170-PROCTER & GAMBLE CO 3,338 4,689
41170-PULTE GROUP INC 775 2,064
41170-REPUBLIC SERVICES INC 1,269 2,639
41170-ROCKWELL AUTOMATION INC NEW 960 1,242
41170-SOUTHERN CO 1,313 1,613
41170-STRYKER CORP 1,047 1,797
41170-SYNOPSYS INC 1,479 4,634
41170-T-MOBILE US INC COM 791 2,245
41170-TETRA TECH INC NEW 725 1,502
41170-TEXAS INSTRUMENTS 1,402 1,705
41170-THERMO FISHER SCIENTIFIC INC. 2,048 2,123
41170-UNITEDHEALTH GROUP INC 1,519 4,738
41170-WALMART INC 2,189 2,995
41170-WINTRUST FINANCIAL CORP 747 928
41172-ADOBE INC (DELAWARE) 2,449 8,352
41172-AMAZON COM INC. 5,812 9,116
41172-BIOMARIN PHARMACEUTICAL, INC 5,411 6,171
41172-BOOKING HLDGS INC 4,286 7,094
41172-COSTAR GROUP INC 6,510 7,690
41172-COSTCO WHOLESALE CORP 3,134 5,941
41172-CROWDSTRIK HLDGS INC CL A 4,567 7,149
41172-EXACT SCIENCES CORP 5,516 5,475
41172-ILLUMINA INC 3,783 2,785
41172-INTUIT 3,447 7,500
41172-LILLY ELI & CO 2,696 6,995
41172-MATCH GROUP INC6 12,267 5,256
41172-MSCI INC 2,377 7,353
41172-NIKE INC CL B 4,527 7,383
41172-NVIDIA CORP 2,467 9,904
41172-QUANTA SERVICES INC 3,480 6,042
41172-SERVICENOW INC 881 8,478
41172-TRANE TECHNOLOGIES PLC 3,147 4,390
41172-VISA INC CL A 6,453 9,373
41173-ACUITY BRANDS INC 1,915 2,458
41173-AMERICAN HOMES 4 RENT CL A 1,212 1,870
41173-AMERIPRISE FINANCIAL INC. 1,610 4,178
41173-AMETEK INC (NEW) 1,552 3,298
41173-AMPHENOL CORP NEW CL A 866 2,280
41173-ARCH CAPITAL GROUP LTD 2,001 3,045
41173-AUTOZONE INC 504 2,586
41173-AVALONBAY COMMUNITIES INC SBI 1,565 1,685
41173-BERKLEY W R CORP 1,207 2,122
41173-BEST BUY CO INC 1,117 1,487
41173-BOSTON PROPERTIES INC 2,049 1,403
41173-BRIXMOR PPTY GROUP INC REIT 610 861
41173-CARLISLE COS INC 1,221 2,499
41173-CARTER'S INC 2,099 2,022
41173-CBRE GROUP INC CL A 975 1,862
41173-CDW CORP 1,520 2,273
41173-CELANESE CORP NEW 925 1,243
41173-CMS ENERGY CORP 3,090 3,426
41173-CONSTELLATION BRANDS INC CL A 847 1,451
41173-COTERRA ENERGY INC 1,523 1,965
41173-DARDEN RESTAURANTS INC 1,131 1,807
41173-DIAMONDBACK ENERGY INC 1,768 2,791
41173-DISCOVER FINANCIAL SERVICES 674 1,574
41173-EDISON INTL 1,601 1,573
41173-ENERGIZER HLDGS INC 1,346 1,014
41173-ESSEX PROPERTY TRUST INC 1,041 992
41173-EXPEDIA GROUP INC 1,647 2,277
41173-FEDERAL RLTY INV TR BI MD 1,070 927
41173-FIFTH THIRD BANCORP 1,656 2,621
41173-FORTURNE BRANDS HOME & SEC INC COM 2,102 3,046
41173-FREEPORT-MCMORAN INC 732 937
41173-GENUINE PARTS CO 785 1,247
41173-HARTFORD FINCL SERVICES GROUP INC 1,691 2,492
41173-HOST HOTELS & RESORTS INC (REIT) 677 798
41173-HUBBELL INC 1,715 3,618
41173-HUNTINGTON BANCSHARES 2,408 2,798
41173-IAC/INTERACTIVE CORP 3,269 1,833
41173-IDEX CORP 716 1,737
41173-ITT INC COM 1,948 3,460
41173-JAZZ PHARMACEUTICALS PLC 2,035 1,599
41173-KEURIG DR PEPPER INC 1,350 1,699
41173-KIMCO REALTY CORP 1,593 1,534
41173-KROGER COMPANY 935 1,326
41173-LABORATORY CORPO AMER HLDGS NEW 1,768 2,046
41173-LINCOLN ELEC HOLDINGS NEW 1,411 3,262
41173-LKQ CORP NEW 2,281 2,628
41173-LOEWS CORP 2,907 4,315
41173-M & T BANK CORP 3,287 3,290
41173-MARTIN MARIETTA MATERIALS INC 1,931 3,492
41173-MGIC INVESTMENT CORP 1,552 2,006
41173-MID AMER APARTMENT COMMUNITIES INC 1,333 1,210
41173-MIDDLEBY CORP DELA 2,082 2,502
41173-MOHAWK INDUSTRIES INC 2,252 1,760
41173-MOTOROLA SOLUTIONS INC 1,234 1,879
41173-NATL FUEL GAS CO 1,730 1,756
41173-NEWELL BRANDS INC 2,530 946
41173-NTHN TRUST CORP 1,458 1,434
41173-PACKAGING CORP OF AMERICA 1,954 2,769
41173-POST HLDGS INC 935 1,321
41173-RALPH LAUREN CORP CL A 1,229 1,730
41173-RAYMOND JAMES FINANCIAL CORP 1,466 3,122
41173-RAYONIER INC REIT 1,863 1,971
41173-REGENCY CENTERS CORP 1,449 1,608
41173-REGIONS FINANCIAL CORP 2,222 2,888
41173-REXFORD INDL REALTY INC 1,113 1,234
41173-RPM INTL INC (DELA) 2,339 3,014
41173-SCHEIN HENRY INC 2,564 2,877
41173-SILGAN HOLDINGS INC 1,604 2,263
41173-SNAP ON INC 2,145 3,466
41173-STATE STREET CORP 3,055 2,866
41173-SUN COMMUNITIES INC 1,336 1,203
41173-TAPESTRY INC 1,647 1,509
41173-TIMKEN CO 1,646 1,683
41173-UNIVERSAL HEALTH SVCS INC CL B 895 1,067
41173-US FOODS HLDG CORP 1,784 2,452
41173-VENTAS INC 998 797
41173-VOYA FINL INC COM 1,309 1,605
41173-W P CAREY INC REIT 1,500 1,491
41173-WEC ENERGY GROUP INC COM 2,922 3,283
41173-WEYERHAEUSER CO 2,140 2,399
41173-WILLIAMS COS INC (DEL) 2,665 3,239
41173-XCEL ENERGY INC 2,404 2,662
41173-ZIMMER BIOMET HOLDINGS INC 2,126 2,191
41982-ACCENTURE PLC IRELAND CL A 2,416 8,071
41982-AMER ELECTRIC POWER CO. 6,505 5,929
41982-ANALOG DEVICES INC 5,979 7,744
41982-AUTOMATIC DATA PROCESSING INC 6,394 7,688
41982-BLACKROCK INC. 3,231 6,494
41982-CHUBB LTD CHF 4,589 8,136
41982-COCA COLA CO COM 5,200 6,895
41982-DIAGEO PLC NEW GB SPON ADR 4,303 5,098
41982-EOG RESOURCES INC 3,676 5,564
41982-HOME DEPOT INC 2,473 7,278
41982-JOHNSON & JOHNSON COM 4,513 5,329
41982-JPMORGAN CHASE & CO 4,563 7,144
41982-LINDE PLC EUR 3,759 9,446
41982-MARSH & MCLENNAN COS INC 2,970 6,442
41982-MCDONALDS CORP 5,606 8,006
41982-MICROSOFT CORP 1,089 9,025
41982-NEXTERA ENERGY INC COM 1,716 4,191
41982-PHILLIPS 66 5,826 10,385
41982-PROCTER & GAMBLE CO 4,403 6,594
41982-REPUBLIC SERVICES INC 4,636 10,719
41982-TEXAS INSTRUMENTS 1,728 5,796
41982-UNION PACIFIC CORP 2,693 6,877
41982-UNITED PARCEL SERVICE INC CL B 5,885 5,660
41170-ABBOTT LABS 1,983 1,981
41170-BERKLEY W R CORP 958 919
41170-DOW INC 1,227 1,042
41170-FISERV INC 1,149 1,461
41170-GILEAD SCIENCES 1,184 1,134
41170-GRAPHIC PACKAGING 1,250 1,282
41170-JABIL INC 1,064 2,166
41170-KRAFT HEINZ CO 1,119 1,035
41170-MARRIOTT INTL NEW CL A 1,508 2,030
41170-MCDONALDS CORP 1,521 1,779
41170-MGM RESORTS 1,024 1,430
41170-NETFLIX 1,132 2,434
41170-ORACLE CORP 1,371 1,687
41170-PACCAR INC 1,158 1,465
41170-PALO ALTO NETWORKS INC 1,494 2,654
41170-PORTLAND GENL ELEC CO NEW 958 780
41170-PROLOGIS INC COM 1,553 1,466
41170-PURE STORAGE INC CL A 1,060 1,319
41170-SCHLUMBERGER LTD NETHERLANDS ANTILLES 1,185 1,093
41170-TESLA INC 2,853 2,982
41170-UBER TECHNOLOGIES INC 1,025 2,032
41171-ABBVIE INC COM 6,847 7,749
41171-AMER EXPRESS CO 6,862 7,306
41171-ASTRAZENECA PLC SPON ADR 6,903 7,206
41171-BECTON DICKINSON & CO 7,365 7,071
41171-BROADCOM INC 5,591 10,046
41171-CISCO SYSTEMS INC 8,315 6,770
41171-CME GROUP INC 5,551 5,897
41171-CONOCOPHILLIPS 4,641 6,384
41171-CROWN CASTLE INC REIT 7,617 5,299
41171-CVS HEALTH CORP 10,795 8,212
41171-EMERSON ELECTRIC CO 5,436 5,548
41171-EXXON MOBIL CORP 9,530 10,698
41171-GOLDMAN SACHS GROUP INC 8,103 8,101
41171-JPMORGAN CHASE & CO 7,843 7,995
41171-LINDE PLC EUR 8,519 10,268
41171-LOCKHEED MARTIN CORP 5,071 5,892
41171-MCDONALDS CORP 7,272 8,302
41171-MORGAN STANLEY 9,044 8,299
41171-NORFOLK STHN CORP 8,313 7,328
41171-PROCTER & GAMBLE CO 7,369 7,180
41171-PROLOGIS INC COM 8,691 8,398
41171-SYSCO CORP 6,340 5,924
41171-TRAVELERS COS INC 5,859 6,667
41171-UNITED PARCEL SERVICE INC CL B 6,437 5,189
41171-WALMART INC 7,270 8,198
41171-WELLS FARGO & CO NEW 7,227 6,448
41172-APPLIED MATERIALS INC 1,338 1,945
41172-APTIV PLC 4,292 3,858
41172-CHIPOTLE MEXICAN GRILL INC CL A 4,897 6,861
41172-INSULET CORP 6,864 5,858
41172-INTUITIVE SURGICAL INC 5,257 8,434
41172-LULULEMON ATHLETICA INC 3,689 5,624
41172-PALO ALTO NETWORKS, INC 4,830 7,962
41173-BALL CORP 1,284 1,496
41173-BATH & BODY WKS INC 1,842 1,813
41173-FIRST CITIZENS BANCSHS 1,415 2,838
41173-GLOBE LIFE INC 1,356 1,461
41173-GLOBUS MED INC CL A 1,229 1,172
41173-GODADDY INC CL A 1,442 2,123
41173-JABIL INC 282 637
41173-TAKE-TWO INTERACTIVE SOFTWRE 1,063 1,449
41173-TELEDYNE TECHNOLOGIES INC 2,733 3,124
41982-ABBOTT LABS 3,953 4,183
41982-ABBVIE INC COM 4,597 4,649
41982-BROADCOM INC 3,867 7,814
41982-HONEYWELL INTL INC 3,084 3,775
41982-MORGAN STANLEY 4,182 4,010
41982-STARBUCKS CORP 4,075 4,128
41982-UNITEDHEALTH GROUP INC 3,718 4,212
41170-AUTOMATIC DATA PROCESSING INC. 1,235 1,165
41169-ALTRIA GROUP 89,738 80,640
41169-AT&T INC. 149,406 150,930
41169-CITIGROUP INC 239,209 237,347
41169-DUKE ENERGY CORP NEW 88,410 89,540
41169-EXXON MOBIL CORP 73,261 133,510
41169-INTL BUSINESS MACH 117,855 122,050
41169-INVESCO MORTGAGE CAPITAL 44,075 21,900
41169-VERIZON COMMUNICATIONS INC 94,620 75,380
41169-WALGREENS BOOTS ALLIANCE INC 79,836 52,200
41169-WARNER BROS DISCOVERY INC 23,938 11,004
41169-XEROX HLDGS CORP 99,030 105,780
41169-3M CO 20,183 21,774
41169-PRUDENTIAL FINANCIAL INC 16,680 16,642
41172-ADVANCED MICRO DEVICES INC 4,473 7,518
41170-ASSURANT, INC. 826 842
41170-ATKORE INC 548 640
41170-BOSTON PROPERTIES INC 574 632
41170-CARDINAL HEALTH INC 1,125 1,109
41170-CHURCH & DWIGHT CO INC 1,241 1,229
41170-COMCAST CORP NEW CL A 1,192 1,140
41170-DATADOG INC 925 1,092
41170-E L F BEAUTY INC 752 1,443
41170-EXACT SCIENCES CORP 665 518
41170-FABRINET 817 952
41170-GENERAL DYNAMICS CORP 1,182 1,298
41170-HEALTHPEAK PPTYS INC 774 792
41170-HOLOGIC 661 572
41170-INSULET CORP 932 1,085
41170-INTEL CORP 1,608 2,010
41170-MICROCHIP TECHNOLOGY INC 1,223 1,263
41170-MONGODB INC 948 1,635
41170-OWENS CORNING NEW 790 1,038
41170-PNC FINANCIAL SERVICES GROUP 1,428 1,703
41170-ROYAL CARIBBEANCRUISES LTD 1,276 1,813
41170-SMARTSHEET INC CL A 615 669
41170-TJX COS INC NEW 704 750
41170-TRUIST FINL CORP 1,452 1,624
41170-VERTIV HLDG CO 1,000 1,345
41170-ZIMMER BIOMET HOLDINGS INC 1,097 974
41171-YUM! BRANDS INC 4,239 4,442
41171-RTX CORP 4,393 4,039
41171-ORACLE CORP 5,880 6,431
41171-FEDEX CORP 6,170 6,577
41172-ALPHABET INC CL A 4,092 4,191
41172-DEXCOM INC 5,013 5,956
41172-DYNATRACE INC 5,998 6,399
41172-MICROSOFT CORP 7,685 10,529
41172-MOBILEYE GLOBAL INC 2,655 3,162
41172-O REILLY AUTOMOTIVE INC 3,898 3,800
41172-SCHWAB CHARLES CORP NEW 5,608 5,986
41172-VEEVA SYSTEMS INC CL A 4,742 4,813
41173-CENCORA INC 1,936 3,697
41173-DOVER CORP 2,291 2,461
41173-FIDELITY NATL INFORMATION SVCS 830 841
41173-LIBERTY MEDIA CORP DEL 1,719 1,756
41173-LIBERTY MEDIA GROUP 590 561
41173-MICROCHIP TECHNOLOGY INC 1,863 1,984
41173-PG & E CORP (HOLDING COMPANY) 3,098 3,245
41173-QUEST DIAGNOSTICS INC 1,696 1,655
41173-ZEBRA TECHNOLOGIES CORP CL A 1,710 1,913
41982-EXXON 5,750 5,099
41982-ORACLE CORP 4,254 5,061
41982-PROLOGIS INC COM 5,888 6,132
41982-RTX CORP 5,051 6,815
41982-TAIWAN SEMICONDUCTOR MFG CO 6,358 7,176
41169-NEWMONT CORP 7,845 8,238
41169-EOG RESOURCES INC 18,944 20,070
41982-ISHARES CORE DIVD GRWTH 6,003 6,243
41982-VANGUARD DIVID APPRECIATION 3,074 3,238

TY 2023 OtherDecreasesSchedule
Name:
THE LEVMAR FOUNDATION INC
EIN:
51-0387146
Description Amount
PRIOR PERIOD ADJUSTMENT 3,527


TY 2023 OtherProfessionalFeesSchedule
Name:
THE LEVMAR FOUNDATION INC
EIN:
51-0387146
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CORPORATE SERVICE FEE 228 0   224
INVESTMENT MANAGEMENT FEES 12,219 12,219   0


TY 2023 TaxesSchedule
Name:
THE LEVMAR FOUNDATION INC
EIN:
51-0387146
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 7 7   0