TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 04-01-2024 , and ending 03-31-2025

Name of foundation
EDWIN AND CAROLYN LEVY CHARITABLE
FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)CO EAG LLC 733 THIRD AVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017

A Employer identification number

13-4171755

B Telephone number (see instructions)

(603) 428-3800

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$6,829,517J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments	3,366		3,366
4	Dividends and interest from securities...	92,275		92,275
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		751,594
b	Gross sales price for all assets on line 6a 3,335,291
7	Capital gain net income (from Part IV, line 2)...			751,594
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........	847,235		847,235	0
13	Compensation of officers, directors, trustees, etc.	0		0	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	8,610	4,305	0	4,305
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	564	204	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	70,460	70,460	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	79,634		74,969	0	4,305
25	Contributions, gifts, grants paid.......	341,050				341,050
26	Total expenses and disbursements. Add lines 24 and 25	420,684		74,969	0	345,355
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	426,551
b	Net investment income (if negative, enter -0-)			772,266
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	217,912	166,054	166,054
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	242,866	List of Attached Documents: // Content 741,957	741,957
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 4,254,174	List of Attached Documents: // Content 4,233,492	List of Attached Documents: // Content 5,921,506
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,714,952	5,141,503	6,829,517
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	100	100
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	4,714,852	5,141,403
	29	Total net assets or fund balances (see instructions).....	4,714,952	5,141,503
	30	Total liabilities and net assets/fund balances (see instructions).	4,714,952	5,141,503

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,714,952

Enter amount from Part I, line 27a .....................

426,551

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

5,141,503

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

5,141,503

Form 990-PF (2024)

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	10 SHARES OF AMERICAN EXPRESS CO COM	P	2021-08-30	2024-04-03
b	70 SHARES OF AMERICAN EXPRESS CO COM	P	2021-08-30	2024-05-02
c	40 SHARES OF BLACKSTONE INC EXEC	P	2021-08-30	2024-04-03
d	80 SHARES OF BLACKSTONE INC EXEC	P	2021-08-30	2024-05-02
e	10 SHARES OF BLACKSTONE INC EXEC	P	2022-08-03	2024-05-02
	30 SHARES OF BLACKSTONE INC EXEC	P	2023-01-05	2024-05-02
	25 SHARES OF BLACKSTONE INC EXEC	P	2023-03-03	2024-05-02
	20 SHARES OF BOOZ ALLEN HAMILTON HLDG CORP CL A	P	2021-08-30	2024-04-03
	80 SHARES OF BOOZ ALLEN HAMILTON HLDG CORP CL A	P	2021-08-30	2024-05-02
	10 SHARES OF BOOZ ALLEN HAMILTON HLDG CORP CL A	P	2022-01-28	2024-05-02
	30 SHARES OF HOME DEPOT INC	P	2021-08-30	2024-04-03
	13 SHARES OF OREILLY AUTOMOTIVE INC COM	P	2021-08-30	2024-04-03
	5 SHARES OF ADOBE INC COM	P	2025-02-22	2024-05-02
	10 SHARES OF ADOBE INC COM	P	2022-03-24	2024-05-02
	10 SHARES OF ADOBE INC COM	P	2022-09-29	2024-05-02
	5 SHARES OF ADOBE INC COM	P	2023-03-03	2024-05-02
	200 SHARES OF ALPHABET INC CAP STK CL A	P	2021-08-30	2024-05-02
	120 SHARES OF AMAZON.COM INC	P	2021-08-30	2024-05-02
	50 SHARES OF AMAZON.COM INC	P	2022-08-03	2024-05-02
	20 SHARES OF AMAZON.COM INC	P	2022-03-03	2024-05-02
	60 SHARES OF AMERICAN TOWER CORP NEW COM	P	2021-08-30	2024-05-02
	10 SHARES OF AMERICAN TOWER CORP NEW COM	P	2022-04-01	2024-05-02
	10 SHARES OF AMERICAN TOWER CORP NEW COM	P	2023-03-03	2024-05-02
	100 SHARES OF APPLE INC	P	2021-08-30	2024-05-02
	20 SHARES OF AUTODESK INC	P	2021-12-08	2024-05-02
	10 SHARES OF AUTODESK INC	P	2022-01-12	2024-05-02
	10 SHARES OF AUTODESK INC	P	2023-03-03	2024-05-02
	1 SHARE OF BOOKING HOLDINGS INC COM	P	2024-04-04	2024-05-02
	4 SHARES OF BOOKING HOLDINGS INC COM	P	2021-08-30	2024-05-02
	40 SHARES OF CARMAX INC	P	2024-04-03	2024-05-02
	20 SHARES OF CARMAX INC	P	2021-08-30	2024-04-03
	80 SHARES OF CARMAX INC	P	2021-08-30	2024-05-02
	10 SHARES OF CARMAX INC	P	2022-01-28	2024-05-02
	7 SHARES OF CHARTER COMMUNICATIONS INC	P	2023-05-17	2024-05-02
	25 SHARES OF CHARTER COMMUNICATIONS INC	P	2023-01-27	2024-05-02
	3 SHARES OF CHARTER COMMUNICATIONS INC	P	2023-02-02	2024-05-02
	5 SHARES OF CHARTER COMMUNICATIONS INC	P	2023-04-19	2024-05-02
	210 SHARES OF CNX RES CORP COM	P	2024-04-03	2024-05-02
	160 SHARES OF CNX RES CORP COM	P	2024-04-04	2024-05-02
	40 SHARES OF EPAM SYS INC COM	P	2023-09-13	2024-05-02
	180 SHARES OF FORTIVE CORP COM	P	2021-08-30	2024-05-02
	20 SHARES OF FORTIVE CORP COM	P	2021-09-21	2024-05-02
	20 SHARES OF FORTIVE CORP COM	P	2023-03-03	2024-05-02
	10 SHARES OF HEALTHEQUITY INC COM	P	2024-04-03	2024-05-02
	80 SHARES OF HEALTHEQUITY INC COM	P	2021-08-30	2024-05-02
	80 SHARES OF HEALTHEQUITY INC COM	P	2022-01-12	2024-05-02
	20 SHARES OF HEALTHEQUITY INC COM	P	2023-01-18	2024-05-02
	25 SHARES OF HEALTHEQUITY INC COM	P	2023-03-03	2024-05-02
	10 SHARES OF HOME DEPOT INC	P	2022-08-03	2024-05-02
	5 SHARES OF HOME DEPOT INC	P	2023-03-03	2024-05-02
	25 SHARES OF META PLATFORMS INC CLASS A	P	2021-08-30	2024-05-02
	5 SHARES OF META PLATFORMS INC CLASS A	P	2021-09-21	2024-05-02
	30 SHARES OF META PLATFORMS INC CLASS A	P	2022-07-29	2024-05-02
	60 SHARES OF MICROSOFT CORP	P	2021-08-30	2024-05-02
	10 SHARES OF MICROSOFT CORP	P	2022-05-23	2024-05-02
	50 SHARES OF NEXTERA ENERGY INC COM	P	2023-05-17	2024-05-02
	40 SHARES OF NEXTERA ENERGY INC COM	P	2023-08-15	2024-05-02
	30 SHARES OF NEXTERA ENERGY INC COM	P	2024-01-29	2024-05-02
	50 SHARES OF NEXTERA ENERGY INC COM	P	2024-03-13	2024-05-02
	90 SHARES OF NEXTERA ENERGY INC COM	P	2023-03-31	2024-05-02
	40 SHARES OF PAYCOM SOFTWARE INC COM	P	2024-01-26	2024-05-02
	10 SHARES OF PAYCOM SOFTWARE INC COM	P	2024-02-23	2024-05-02
	40 SHARES OF S&P GLOBAL INC COM	P	2021-08-30	2024-05-02
	50 SHARES OF SALESFORCE INC COM	P	2021-08-30	2024-05-02
	10 SHARES OF SALESFORCE INC COM	P	2022-08-03	2024-05-02
	10 SHARES OF SALESFORCE INC COM	P	2023-01-05	2024-05-02
	50 SHARES OF SCHWAB CHARLES CORP COM	P	2023-11-07	2024-05-02
	210 SHARES OF SCHWAB CHARLES CORP COM	P	2021-08-30	2024-05-02
	20 SHARES OF SCHWAB CHARLES CORP COM	P	2021-11-10	2024-05-02
	10 SHARES OF SCHWAB CHARLES CORP COM	P	2022-05-23	2024-05-02
	20 SHARES OF SHERWIN-WILLIAMS CO	P	2021-08-30	2024-04-03
	15 SHARES OF SHERWIN-WILLIAMS CO	P	2021-08-30	2024-05-02
	6 SHARES OF SHERWIN-WILLIAMS CO	P	2021-09-21	2024-05-02
	20 SHARES OF THERMO FISHER SCIENTIFIC INC	P	2021-08-30	2024-05-02
	2 SHARES OF THERMO FISHER SCIENTIFIC INC	P	2023-03-03	2024-05-02
	8 SHARES OF THERMO FISHER SCIENTIFIC INC	P	2023-05-17	2024-05-02
	26 SHARES OF UNITEDHEALTH GROUP INC	P	2021-08-30	2024-05-02
	5 SHARES OF UNITEDHEALTH GROUP INC	P	2023-03-03	2024-05-02
	4 SHARES OF UNITEDHEALTH GROUP INC	P	2023-05-17	2024-05-02
	70 SHARES OF VISA INC	P	2021-08-30	2024-05-02
	5 SHARES OF VISA INC	P	2021-11-10	2024-05-02
	5 SHARES OF VISA INC	P	2022-01-12	2024-05-02
	120 SHARES OF WABTEC COM	P	2021-08-30	2024-05-02
	100 SHARES OF WASTE CONNECTIONS INC	P	2021-08-30	2024-05-02
	20 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-13	2024-05-03
	20 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-14	2024-05-03
	20 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-15	2024-05-03
	10 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-18	2024-05-03
	20 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-19	2024-05-03
	10 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-20	2024-05-03
	20 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-21	2024-05-03
	10 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-22	2024-05-03
	20 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-25	2024-05-03
	20 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-09-26	2024-05-03
	30 SHARES OF EUROFINS SCIENTIFIC SE	P	2023-11-29	2024-05-03
	30 SHARES OF ASHTEAD GROUP ORD	P	2024-05-03	2024-04-04
	10 SHARES OF ASHTEAD GROUP ORD	P	2024-05-03	2024-04-05
	30 SHARES OF ASHTEAD GROUP ORD	P	2024-05-03	2024-04-08
	30 SHARES OF ASHTEAD GROUP ORD	P	2024-05-03	2024-04-09
	30 SHARES OF ASHTEAD GROUP ORD	P	2024-05-03	2024-04-10
	30 SHARES OF ASHTEAD GROUP ORD	P	2024-05-03	2024-04-11
	1379 SHARES OF DARLING INGREDIENTS INC	P	2021-08-30	2024-04-01
	1106 SHARES OF DARLING INGREDIENTS INC	P	2024-01-31	2024-04-02
	407 SHARES OF DARLING INGREDIENTS INC	P	2020-09-30	2024-04-03
	319 SHARES OF DARLING INGREDIENTS INC	P	2020-09-30	2024-04-02
	28 SHARES OF DARLING INGREDIENTS INC	P	2021-08-30	2024-04-02
	46 SHARES OF VERISIGN, INC	P	2022-07-22	2024-04-01
	332 SHARES OF VERISIGN, INC	P	2022-07-25	2024-04-01
	228 SHARES OF VERISIGN, INC	P	2023-03-01	2024-04-01
	761 SHARES OF ALPHABET INC CAP STK CL A	P	2021-08-30	2024-05-13
	51 SHARES OF NVIDIA CORPORATION	P	2021-08-30	2024-06-05
	0 SHARES OF BROWN ADVISORY SUSTAIN GROWTH	P	2023-12-19	2024-06-18
	575 SHARES OF BROWN ADVISORY SUSTAIN GROWTH	P	2020-05-18	2024-06-18
	3227 SHARES OF BROWN ADVISORY SUSTAIN GROWTH	P	2020-05-18	2024-06-27
	167 SHARES OF BERKSHIRE HATHAWAY INC COM	P	2021-08-30	2024-06-28
	413 SHARES OF VALERO ENERGY CORP COM	P	2024-01-31	2024-07-11
	150 SHARES OF APPLE INC	P	2021-08-30	2024-07-16
	276 SHARES OF NVIDIA CORPORATION COM	P	2021-08-30	2024-07-16
	326 SHARES OF JPMORGAN CHASE &CO. COM	P	2022-08-11	2024-07-18
	1027 SHARES OF UBER TECHNOLOGIES INC COM	P	2023-01-24	2024-07-18
	99 SHARES OF ALPHABET INC CAP STK CL A	P	2011-07-19	2024-07-29
	80 SHARES OF ALPHABET INC CAP STK CL A	P	2014-08-26	2024-07-29
	224 SHARES OF ALPHABET INC CAP STK CL A	P	2021-08-30	2024-07-29
	523 SHARES OF UBER TECHNOLOGIES INC COM	P	2023-01-24	2024-07-29
	127 SHARES OF ADOBE INC COM TRD	P	2024-03-04	2024-08-02
	1479 SHARES OF FUTUREFUEL CORP COM	P	2021-08-30	2024-08-02
	1625 SHARES OF FUTUREFUEL CORP COM	P	2009-08-27	2024-08-05
	100 SHARES OF FUTUREFUEL CORP COM	P	2010-09-07	2024-08-05
	400 SHARES OF FUTUREFUEL CORP COM	P	2010-09-09	2024-08-05
	25 SHARES OF FUTUREFUEL CORP COM	P	2010-09-17	2024-08-05
	169 SHARES OF FUTUREFUEL CORP COM	P	2021-08-30	2024-08-05
	730 SHARES OF LIQTECH INTL INC COM	P	2018-03-09	2024-08-02
	605 SHARES OF LIQTECH INTL INC COM	P	2021-08-30	2024-08-02
	15 SHARES OF BERKSHIRE HATHAWAY INC COM	P	2019-05-06	2024-08-09
	116 SHARES OF BERKSHIRE HATHAWAY INC COM	P	2021-08-30	2024-08-09
	50 SHARES OF BERKSHIRE HATHAWAY INC COM	P	2015-10-20	2024-08-14
	27 SHARES OF BERKSHIRE HATHAWAY INC COM	P	2016-01-06	2024-08-14
	50 SHARES OF BERKSHIRE HATHAWAY INC COM	P	2016-03-04	2024-08-14
	36 SHARES OF BERKSHIRE HATHAWAY INC COM	P	2016-08-29	2024-08-14
	21 SHARES OF BERKSHIRE HATHAWAY INC COM	P	2016-08-29	2024-08-09
	478 SHARES OF UBER TECHNOLOGIES INC COM	P	2023-01-24	2024-08-14
	9 SHARES OF BOOKING HOLDINGS INC COM	P	2023-12-15	2024-09-13
	54 SHARES OF INTUIT INC TRD	P	2023-10-05	2024-09-13
	8 SHARES OF HEALTHEQUITY INC COM TRD	P	2024-04-01	2024-09-25
	898 SHARES OF HEALTHEQUITY INC COM TRD	P	2024-06-28	2024-09-25
	40 SHARES OF ALPHABET INC CAP STK CL A	P	2009-03-19	2024-10-02
	100 SHARES OF ALPHABET INC CAP STK CL A	P	2009-03-27	2024-10-02
	40 SHARES OF ALPHABET INC CAP STK CL A	P	2009-04-14	2024-10-02
	60 SHARES OF ALPHABET INC CAP STK CL A	P	2009-05-18	2024-10-02
	60 SHARES OF ALPHABET INC CAP STK CL A	P	2010-07-12	2024-10-02
	60 SHARES OF ALPHABET INC CAP STK CL A	P	2010-07-19	2024-10-02
	40 SHARES OF ALPHABET INC CAP STK CL A	P	2010-07-20	2024-10-02
	100 SHARES OF ALPHABET INC CAP STK CL A	P	2010-07-27	2024-10-02
	11 SHARES OF ALPHABET INC CAP STK CL A	P	2011-07-19	2024-10-02
	135 SHARES OF APPLE INC	P	2021-08-30	2024-10-02
	12 SHARES OF BERKSHIRE HATHAWAY INC	P	2008-09-19	2024-10-02
	19 SHARES OF BERKSHIRE HATHAWAY INC	P	2015-08-24	2024-10-02
	31 SHARES OF BERKSHIRE HATHAWAY INC	P	2015-09-11	2024-10-02
	23 SHARES OF BERKSHIRE HATHAWAY INC	P	2016-01-06	2024-10-02
	36 SHARES OF BERKSHIRE HATHAWAY INC COM	P	2008-09-19	2024-12-26
	8 SHARES GOLDMAN SACHS GROUP INC	P	2020-06-22	2024-10-02
	137 SHARES OF GOLDMAN SACHS GROUP INC	P	2021-08-30	2024-10-02
	28 SHARES OF ADOBE INC COM	P	2024-03-04	2024-10-08
	91 SHARES OF MOLINA HEALTHCARE INC	P	2024-05-13	2024-10-24
	127 SHARES OF MOLINA HEALTHCARE INC	P	2022-12-06	2024-10-24
	6 SHARES OF BOOKING HOLDINGS INC	P	2023-12-15	2024-12-13
	25 SHARES OF COSTCO WHOLESALE CORP	P	2021-08-30	2024-12-26
	76 SHARES OF MOLINA HEALTHCARE INC	P	2022-12-06	2024-12-26
	82 SHARES OF MOLINA HEALTHCARE INC	P	2023-03-06	2024-12-26
	392 SHARES OF DR HORTON INC COM	P		2025-01-24
	59 SHARES OF GOLDMAN SACHS GROUP INC	P		2025-01-24
	93 SHARES OF MSCI INC	P		2025-01-24
	1323 SHARES OF ICICI BANK LIMITED	P		2025-01-31
	38 SHARES OF COSTCO WHOLESALE	P		2025-02-10
	1393 SHARES OF ICICI BANK LIMITED	P		2025-02-10
	72 SHARES OF BERKSHIRE HATHAWAY INC	P		2025-03-03
	137 SHARES OF T-MOBILE US INC COM	P		2025-03-03
	1018 SHARES OF ADVANCED MICRO DEVICES INC	P		2025-03-12
	99 SHARES OF GOLDMAN SACHS GROUP INC	P		2025-03-12
	64 SHARES OF MSCI INC TRD	P		2025-03-12
	830 SHARES OF ALPHABET INC CAP STK CL C	P		2025-03-27
	183 SHARES OF MICROSOFT CORP TRD	P		2025-03-27
	6445 SHARES OF GOLUB CAP BDC INC	P		2024-10-08

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,262	1,643	619
b	16,285	11,498	4,787
c	5,035	4,802	233
d	9,467	9,568	-101
e	1,183	986	197
	3,550	2,224	1,326
	2,959	2,197	762
	2,949	1,635	1,314
	11,732	6,541	5,191
	1,466	746	720
	10,804	9,813	991
	14,787	7,756	7,031
	2,365	2,323	42
	4,729	4,259	470
	4,729	2,772	1,957
	2,365	1,714	651
	33,012	28,918	4,094
	21,840	20,529	1,311
	9,100	7,020	2,080
	3,640	1,885	1,755
	10,636	17,501	-6,865
	1,773	2,535	-762
	1,773	2,018	-245
	17,199	15,312	1,887
	4,225	5,528	-1,303
	2,113	2,705	-592
	2,113	2,070	43
	3,408	3,629	-221
	13,630	9,111	4,519
	2,672	3,344	-672
	6,681	6,757	-76
	668	796	-128
	1,336	1,356	-20
	1,828	2,369	-541
	6,529	20,355	-13,826
	784	1,859	-1,075
	1,306	1,843	-537
	4,874	5,081	-207
	3,714	3,846	-132
	9,667	10,406	-739
	13,693	13,342	351
	1,521	1,451	70
	1,521	1,354	167
	806	801	5
	6,446	5,137	1,309
	6,446	3,988	2,458
	1,611	1,187	424
	2,014	1,652	362
	3,328	3,070	258
	1,664	1,486	178
	10,996	9,517	1,479
	2,199	1,799	400
	13,195	4,675	8,520
	23,830	18,215	5,615
	3,972	2,594	1,378
	3,391	3,775	-384
	2,713	2,697	16
	2,035	1,779	256
	3,391	2,987	404
	6,104	6,873	-769
	6,559	7,796	-1,237
	1,640	1,848	-208
	16,533	17,763	-1,230
	13,566	13,249	317
	2,713	1,901	812
	2,713	1,365	1,348
	3,731	2,771	960
	15,670	15,422	248
	1,492	1,619	-127
	746	651	95
	6,675	6,106	569
	4,579	4,580	-1
	1,831	1,750	81
	11,428	11,171	257
	1,143	1,115	28
	4,571	4,145	426
	12,744	10,876	1,868
	2,451	2,376	75
	1,961	1,925	36
	18,746	16,186	2,560
	1,339	1,077	262
	1,339	1,081	258
	19,338	10,756	8,582
	16,323	12,886	3,437
	1,201	1,192	9
	1,201	1,204	-3
	1,201	1,221	-20
	601	619	-18
	1,201	1,213	-12
	601	634	-33
	1,201	1,219	-18
	601	614	-13
	1,201	1,193	8
	1,201	1,186	15
	1,802	1,781	21
	2,114	2,204	-90
	705	742	-37
	2,114	2,215	-101
	2,114	2,229	-115
	2,114	2,214	-100
	2,114	2,195	-81
	62,893	104,790	-41,897
	49,179	49,489	-310
	17,678	14,733	2,945
	14,185	11,548	2,637
	1,245	2,128	-883
	8,633	8,475	158
	62,310	61,068	1,242
	54,052	56,651	-2,599
	126,439	110,033	16,406
	60,884	11,571	49,313
	22	20	2
	31,695	17,091	14,604
	177,555	95,859	81,696
	68,183	47,705	20,478
	60,357	57,468	2,889
	35,022	22,968	12,054
	34,594	6,239	28,355
	69,997	39,085	30,912
	69,231	31,070	38,161
	16,789	1,500	15,289
	13,567	2,361	11,206
	37,988	32,388	5,600
	33,665	15,822	17,843
	66,786	72,949	-6,163
	7,651	9,171	-1,520
	7,698		7,698
	474	473	1
	1,895	1,877	18
	118	123	-5
	801	1,048	-247
	1,492	8,137	-6,645
	1,236	24,223	-22,987
	6,485	3,186	3,299
	50,154	33,137	17,017
	21,840	6,697	15,143
	11,794	3,551	8,243
	21,840	6,878	14,962
	12,667	4,343	8,324
	9,080	3,145	5,935
	34,123	14,461	19,662
	35,226	31,306	3,920
	35,505	27,794	7,711
	621	650	-29
	69,761	77,002	-7,241
	6,623	332	6,291
	16,557	876	15,681
	6,623	373	6,250
	9,934	589	9,345
	9,934	717	9,217
	9,934	699	9,235
	6,623	484	6,139
	16,557	1,243	15,314
	3,477	318	3,159
	30,566	20,671	9,895
	5,451	1,077	4,374
	8,630	2,483	6,147
	14,080	4,065	10,015
	10,447	3,025	7,422
	16,503	3,231	13,272
	3,932	1,600	2,332
	67,327	56,663	10,664
	13,701	16,083	-2,382
	29,994	32,092	-2,098
	41,860	42,541	-681
	31,298	20,871	10,427
	23,888	11,398	12,490
	22,417	25,458	-3,041
	24,187	23,202	985
	57,119	58,480	-1,361
	37,915	11,802	26,113
	56,984	51,555	5,429
	38,113	38,138	-25
	39,677	17,325	22,352
	39,578	40,156	-578
	36,587	5,943	30,644
	36,640	25,280	11,360
	98,646	91,505	7,141
	52,651	19,799	32,852
	34,744	35,478	-734
	139,071	126,490	12,581
	71,119	55,557	15,562
	97,312	95,966	1,346

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			619
b			4,787
c			233
d			-101
e			197
			1,326
			762
			1,314
			5,191
			720
			991
			7,031
			42
			470
			1,957
			651
			4,094
			1,311
			2,080
			1,755
			-6,865
			-762
			-245
			1,887
			-1,303
			-592
			43
			-221
			4,519
			-672
			-76
			-128
			-20
			-541
			-13,826
			-1,075
			-537
			-207
			-132
			-739
			351
			70
			167
			5
			1,309
			2,458
			424
			362
			258
			178
			1,479
			400
			8,520
			5,615
			1,378
			-384
			16
			256
			404
			-769
			-1,237
			-208
			-1,230
			317
			812
			1,348
			960
			248
			-127
			95
			569
			-1
			81
			257
			28
			426
			1,868
			75
			36
			2,560
			262
			258
			8,582
			3,437
			9
			-3
			-20
			-18
			-12
			-33
			-18
			-13
			8
			15
			21
			-90
			-37
			-101
			-115
			-100
			-81
			-41,897
			-310
			2,945
			2,637
			-883
			158
			1,242
			-2,599
			16,406
			49,313
			2
			14,604
			81,696
			20,478
			2,889
			12,054
			28,355
			30,912
			38,161
			15,289
			11,206
			5,600
			17,843
			-6,163
			-1,520
			7,698
			1
			18
			-5
			-247
			-6,645
			-22,987
			3,299
			17,017
			15,143
			8,243
			14,962
			8,324
			5,935
			19,662
			3,920
			7,711
			-29
			-7,241
			6,291
			15,681
			6,250
			9,345
			9,217
			9,235
			6,139
			15,314
			3,159
			9,895
			4,374
			6,147
			10,015
			7,422
			13,272
			2,332
			10,664
			-2,382
			-2,098
			-681
			10,427
			12,490
			-3,041
			985
			-1,361
			26,113
			5,429
			-25
			22,352
			-578
			30,644
			11,360
			7,141
			32,852
			-734
			12,581
			15,562
			1,346

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	751,594
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 ...................		3	17,991

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	10,734
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	10,734
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	10,734
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	37
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	15,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	15,037
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	14
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,289
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax4,289	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

EISNER ADVISORY GROUP LLC Telephone no. right arrow

(212) 949-8700

Located at right arrow

733 THIRD AVENUENEW YORKNY ZIP+4 right arrow

10017

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
JAMES A LEVY	SECRETARY 2.00	0	0	0
7100 PINES BLVD PEMBROKE PIN,FL33024	SECRETARY 2.00	0	0	0
MATTHEW LEVY	PRESIDENT 2.00	0	0	0
3437 OCEAN DR OXNARD,CA93035	PRESIDENT 2.00	0	0	0

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...................				0

Form 990-PF (2024)

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 arrow

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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

6,155,568

Average of monthly cash balances.......................

207,355

Fair market value of all other assets (see instructions)................

741,957

Total (add lines 1a, b, and c).........................

7,104,880

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

7,104,880

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

106,573

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

6,998,307

Minimum investment return. Enter 5% (0.05) of line 5................

349,915

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.)

Minimum investment return from Part IX, line 6..................

349,915

Tax on investment income for 2024 from Part V, line 5 .......

10,734

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

10,734

Distributable amount before adjustments. Subtract line 2c from line 1............

339,181

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

339,181

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

339,181

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

345,355

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

345,355

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					339,181
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	44,380
b From 2020......	312,274
c From 2021......	51,563
d From 2022......	57,018
e From 2023......	32,551
f Total of lines 3a through e ........		497,786
4Qualifying distributions for 2024 from Part
XI, line 4: $ 345,355
a Applied to 2023, 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 2024 distributable amount.....					339,181
e Remaining amount distributed out of corpus		6,174
5 Excess distributions carryover applied to 2024.		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		503,960
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					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 2019 not applied on line 5 or line 7 (see instructions) ...		44,380
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		459,580
10 Analysis of line 9:
a Excess from 2020....	312,274
b Excess from 2021....	51,563
c Excess from 2022....	57,018
d Excess from 2023....	32,551
e Excess from 2024....	6,174

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BOCA WEST CHILDRENS FOUNDATION 20583 BOCA W DR BOCA RATON,FL33434	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	25,000
BOUND FOR COLLEGE 1730 S FEDERAL HIGHWAY 297 DELRAY BEACH,FL33483	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	75,000
BOYS GIRLS CLUB 1275 PEACHTREE STREET NE ATLANTA,GA30309	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	5,000
CHESHIRE ACADADEMY 10 MAIN ST CHESHIRE,CT06410	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	2,500
CLEVELAND CLINIC 9500 EUCLID AVENUE CLEVELAND,OH44195	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	500
EAST VALLEY YMCA 144 TICES LN EAST BRUNSWICK,NJ08816	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	5,000
FRIENDS OF ISREALI DEFENSE FORCES PO BOX 4224 NEW YORK,NY10163	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
HILLEL INTERNATIONAL 800 8TH ST NW WASHINGTON WASHINGTON,DC20001	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
MAYO CLINIC 4500 SAN PABLO ROAD JACKSONVILLE,FL32224	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	500
MICHAEL J FOX FOUNDATION GRAND CENTRAL STATION PO BOX 4777 NEW YORK,NY10163	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	100,000
MICHAEL J FOX FOUNDATION GRAND CENTRAL STATION PO BOX 4777 NEW YORK,NY10163	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	10,000
NATIONAL ABILITY CENTER 1000 ABILITY WAY PARK CITY,UT84060	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	5,000
PARKINSON VOICE PROJECT 646 N COIT RD 2250 RICHARDSON,TX75080	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
PARKINSONS COMMUNITY LOS ANGELES 119 N FAIRFAX AVENUE 424 LOS ANGELES,CA90036	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	5,000
PARKINSONS FOUNDATION 200 SE 1ST STREET STE 800 MIAMI,FL33131	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	10,000
PEGGY ADAMS ANIMAL RESCUE LEAGUE 3200 N MILITARY TRL WEST PALM BEACH,FL33409	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
REALITY CHANGERS PO BOX 50220 SAN DIEGO,CA92165	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	5,000
TEMPLE BETH EL 2419 KENNEDY BOULEVARD JERSEY CITY,NJ07304	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	10,000
ROCK & SOUL FOREVER FOUNDATION 434 AVENUE OF THE AMERICAS NEW YORK,NY10011	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	2,500
MICHAEL J FOX FOUNDATION GRAND CENTRAL STATION PO BOX 4777 NEW YORK,NY10163	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	10,000
ROCK & SOUL FOREVER FOUNDATION 434 AVENUE OF THE AMERICAS NEW YORK,NY10011	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	2,500
MICHAEL J FOX FOUNDATION GRAND CENTRAL STATION PO BOX 4777 NEW YORK,NY10163	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	5,000
FRIENDS OF ISREALI DEFENSE FORCES PO BOX 4224 NEW YORK,NY10163	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
NATES PLACE 3840 W CHANNEL ISLANDS BLVD OXNARD,CA93035	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
THE PEOPLE CONCERN 2116 ARLINGTON AVE SUITE 100 LOS ANGELES,CA90018	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,800
TEMPLE BETH TORAH 35 BAGATELLE RD MELVILLE,NY11747	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	500
DISABLED AM VETERANS PO BOX 14301 CINCINNATI,OH45250	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
HILLEL AT UCLA 574 HILGARD AVE LOS ANGELES,CA90024	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
UF FIXEL INSTITUTE ADVANCEMENT FUND 3009 WILLISTON ROAD GAINESVILLE,FL32608	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	20,000
SMILE TRAIN 633 3RD AVE 9TH FLOOR NEW YORK,NY10017	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	250
AMHE SOUTH FL 1951 SW 172ND AVE 305 MIRAMAR,FL33029	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
UCLA FOUNDATION 10889 WILSHIRE BLVD 1100 LOS ANGELES,CA90024	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	10,000
ENSEMBLE THEATER COMPANY 545 W 52ND ST NEW YORK,NY10019	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	1,000
UF FIXEL INSTITUTE ADVANCEMENT FUND 3009 WILLISTON ROAD GAINESVILLE,FL32608	NONE		UNRESTRICTED GRANT FOR THE DONEES TAX-EXEMPT PURPOSE	20,000
Total ................................. 3a				341,050

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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 ...........			14	3,366
4 Dividends and interest from securities ....			14	92,275
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	751,594
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		847,235	0

13Total. Add line 12, columns (b), (d), and (e)..................

847,235

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

EDWIN AND CAROLYN LEVY CHARITABLE

FOUNDATION INC

EIN:

13-4171755

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	8,610	4,305	0	4,305

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

EDWIN AND CAROLYN LEVY CHARITABLE

FOUNDATION INC

EIN:

13-4171755

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
GOLUB CAPITAL PARTNERS 10 INTERNATIONAL 10, LP	AT COST	242,866	242,866
OVERBROOK CORE EQUITY FUND LP	AT COST	499,091	499,091

- TIN:

TY 2024 OtherAssetsSchedule

Name:

EDWIN AND CAROLYN LEVY CHARITABLE

FOUNDATION INC

EIN:

13-4171755

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
SECURITIES	4,254,174	4,233,492	5,921,506

- TIN:

TY 2024 OtherExpensesSchedule

Name:

EDWIN AND CAROLYN LEVY CHARITABLE

FOUNDATION INC

EIN:

13-4171755

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	70,460	70,460	0	0

- TIN:

TY 2024 TaxesSchedule

Name:

EDWIN AND CAROLYN LEVY CHARITABLE

FOUNDATION INC

EIN:

13-4171755

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	204	204	0	0
2023 EXCISE TAX PAID	360	0	0	0