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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
LEVELER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)805 SW BROADWAY 2600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

39-6051879
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,124,868J 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... 87,665 88,349  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,575
b Gross sales price for all assets on line 6a 925,099
7 Capital gain net income (from Part IV, line 2)... 82,208
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
357 24  
12 Total. Add lines 1 through 11........ 170,597 170,581  
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
6,123 3,062   3,062
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,279 27,279   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,246 1,775   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,299 0   3,299
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,149 2,149   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,096 34,265   6,361
25 Contributions, gifts, grants paid....... 179,500 179,500
26 Total expenses and disbursements. Add lines 24 and 25 219,596 34,265   185,861
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -48,999
b Net investment income (if negative, enter -0-) 136,316
c Adjusted net income (if negative, enter -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 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............. 12 8 8
2 Savings and temporary cash investments......... 70,717 57,034 57,034
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) 292,160 Click to see attachment
List of Attached Documents:
// Content
296,817 		269,249
b Investments—corporate stock (attach schedule)....... 2,347,602 Click to see attachment
List of Attached Documents:
// Content
2,266,096 		2,477,181
c Investments—corporate bonds (attach schedule)....... 295,184 Click to see attachment
List of Attached Documents:
// Content
336,721 		321,396
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,005,675 2,956,676 3,124,868
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,767,157 2,767,157
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 238,518 189,519
29 Total net assets or fund balances (see instructions)..... 3,005,675 2,956,676
30 Total liabilities and net assets/fund balances (see instructions). 3,005,675 2,956,676
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,005,675
2
Enter amount from Part I, line 27a .....................
2
-48,999
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,956,676
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,956,676
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 925,072   842,891 82,181
b 27     27
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       82,181
b       27
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 82,208
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 1,895
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 1,895
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 1,895
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,900
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 1,900
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 5
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? 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
 
No
Website addressright arrowLEVELERFOUNDATION.ORG
14
The books are in care ofright arrowUBS FINANCIAL SERVICES Telephone no.right arrow (503) 221-5800

Located atright arrow1000 HARBOR BLVDWEEHAWKENNJ ZIP+4right arrow07086
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 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.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DAN WARNER PRESIDENT
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
KURT SPREYER VICE PRESIDENT
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
CHARLES TAMPIO TRUSTEE
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
JESSIE TAMPIO TRUSTEE
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
ED WARNER TRUSTEE
1.00 		0 0 0
805 SW BROADWAY STE 2600
PORTLAND,OR97205
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
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 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 (2024)
Form 990-PF (2024)
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
3,056,944
b
Average of monthly cash balances.......................
1b
75,773
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,132,717
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
3,132,717
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
46,991
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,085,726
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
154,286
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
154,286
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,895
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,895
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
152,391
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
152,391
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
152,391
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
185,861
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
185,861
Form 990-PF (2024)
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 7 152,391
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......  
b From 2020......  
c From 2021...... 12,328
d From 2022...... 20,788
e From 2023...... 5,273
f Total of lines 3a through e ........ 38,389
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 185,861
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..... 152,391
e Remaining amount distributed out of corpus 33,470
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 71,859
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		71,859
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 12,328
c Excess from 2022.... 20,788
d Excess from 2023.... 5,273
e Excess from 2024.... 33,470
Form 990-PF (2024)
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 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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)
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)
aPaid during the year

ASSISTANCE LEAGUE OF TUCSON

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

ASYLUM WORKS

1718 CONNECTICUT AVENUE NW SUITE
300
WASHINGTON,DC20009 		  PC GENERAL SUPPORT 10,000

BIG BROTHERS BIG SISTERS

2502 N ROCKY POINT DRIVE SUITE 100
TAMPA,FL33607 		  PC SUPPORT FOR LATINX IMMIGRANT COMMUNITIES AFFECTED BY COVID-19 3,000

CASA SAN JOSE

2116 BROADWAY AVENUE
PITTSBURGH,PA15216 		  PC GENERAL SUPPORT 8,000

CEASEFIRE PA

1518 WALNUT STREET SUITE 502
PHILADELPHIA,PA19102 		  PC GENERAL SUPPORT 8,000

CENTER ON RACE POVERTY & THE ENVIRONMENT

5901 CHRISTIE AVENUE
EMERYVILLE,CA94608 		  PC SUPPORTS ENVIRONMENTAL JUSTICE FOR COMMUNITIES OF COLOR IN KERN, KINGS AND TULAR COUNTIES 10,000

COMMUNITY FOUNDATION FOR THE ALLEGHANIES

116 MARKET STREET SUITE 4
JOHNSOTOWN,PA15901 		  PC GENERAL SUPPORT 8,000

COMMUNITY BRIDGES

1855 W BASELINE ROAD SUITE 101
MESA,AZ85202 		  PC SUPPORTS HEALTH AND JUSTICE FOR LOW INCOME COMMUNITIES OF COLOR 5,000

COMMUNITY HOME REPAIR PROJECTS OF ARIZONA INC

PO BOX 26215
TUCSON,AZ85726 		  PC PROTECTS THE INTEGRITY OF ORGANIC, SUSTAINABLE, LOCAL AND DIRECT AGRICULTURE MARKET 8,000

CORNUCOPIA INSTITUTE

PO BOX 826
VIROQUA,WI54665 		  PC SUPPORT FOR ONLINE AND IN PERSON ACTIVITIES 8,000

EARTH FORCE

PO BOX 1228
DENVER,CO80201 		  PC GENERAL SUPPORT 5,000

EDUCATOR COLLECTIVE FOR ENVIRONMENTAL JUSTICE

1012 THULA VISTA AVENUE
BURLINGAME,CA94010 		  PC SUPPORT FOR REFUGEE FAMILIES 8,000

GREEN SCHEME

1453 EVARTS STREET NE
WASHINGTON,DC20018 		  PC GENERAL SUPPORT 5,000

HOPE & HEALING INC

1440 KEARNY STREET NE
WASHINGTON,DC20017 		  PC SUPPORT FOR MARGINALIZED COMMUNITIES AND ASYLUM SEEKERS 3,000

MOBILE MEALS OF SOUTHWEST ARIZONA

4803 E 5TH STREET SUITE 209
TUCSON,AZ85711 		  PC SUPPORT CONSERVATION OF THE SABINO CANYON WILDLIFE HABITAT 4,000

NEIGHBORHOOD RESILIENCE PROJECT

2038 BEDFORD AVENUE
PITTSBURGH,PA15219 		  PC SUPPORT THE CARE AND NURTURE OF HOMELESS WOMEN 8,000

NORCAL RESIST

620 JONES WAY
SACRAMENTO,CA95818 		  PC GENERAL SUPPORT 5,000

OPERA NOVA

PO BOX 7057
ARLINGTON,VA22207 		  PC GENERAL SUPPORT 4,000

SABINO CANYON VOLUNTEER NATURALISTS

6381 N CAMINO PADRE ISIDORO
TUCSON,AZ85717 		  PC GENERAL SUPPORT 5,000

SAGRADO WELLNESS

2030 E BROADWAY BOULEVARD SUITE 110
TUCSON,AZ85719 		  PC GENERAL SUPPORT 2,000

SAGUARO CITY MUSIC

10240 N VALLE DEL ORO DRIVE
ORO VALLEY,AZ85737 		  PC GENERAL SUPPORT 3,000

SISTER JOSE WOMENS CENTER

PO BOX 1028
TUCSON,AZ85702 		  PC GENERAL SUPPORT 8,000

SOLUTIONS IN HOMETOWN CONNECTIONS

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

RESPECT DIVERSITY FOUNDATION

2808 W LEXINGTON WAY
EDMOND,OK73012 		  PC GENERAL SUPPORT 4,000

TOUCHING HEART

PO BOX 710282
HERNDON,VA20171 		  PC GENERAL SUPPORT 5,000

TUCSON INTERFAITH HIVAIDS NETWORK

2660 N 1ST AVENUE
TUCSON,AZ85719 		  PC GENERAL SUPPORT 6,000

VASA EDUCATIONAL SERVICES

2635 NAPA STREET SUITE 1361
VALLEJO,CA94590 		  PC VALLEJO PROJECT 6,500

WHEELS FOR KIDS

39694 N EAGLE LAKE ROAD
BATTLE LAKE,MN56515 		  PC GENERAL SUPPORT 4,000

INQUIRING SYSTEMS INC

887 SONOMA AVENUE SUITE 23
SANTA ROSA,CA95404 		  PC WHOLLY H20 8,000

WORLD REFUGEE DAY

56 COURIER BOULEVARD
BUFFALO,NY14217 		  PC GENERAL SUPPORT 4,000
Total .................................right arrow 3a 179,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
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
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 87,665  
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 82,575  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCASH IN LIEU 		    01 357  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 170,597 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
170,597
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,123 3,062   3,062

TY 2024 InvestmentsCorpBondsSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 13,174 12,856
AMAZON COM INC 15,770 13,665
AMER HONDA FIN CORP 3,010 3,013
AMERICAN EXPRESS CO 6,015 6,032
AMERICAN HONDA 2,000 2,010
AT&T INC 14,337 13,703
BANK OF AMER CORP 16,103 14,449
BANK OF AMER CORP 5,047 5,042
BANK OF MONTREAL 4,007 4,022
BANK OF NOVA SCOTIA 2,002 2,004
BK OF AMER CORP 3,846 4,045
BRISTOL MYERS SQUIBB CO 4,006 4,010
CATERPILLAR FINL SERVICE 3,004 3,002
CATERPILLAR FINL SVCS 2,002 2,003
CHARLES SCHWAB CORP 4,924 4,969
CITIGROUP INC 3,866 4,002
CITIGROUP INC 15,471 14,529
COMCAST CORP 14,977 13,656
CON EDISON CO OF NY INC 4,004 4,023
CVS HEALTH CORP 14,825 13,563
ENTERPRISE PRODUCTS OPER 15,744 12,927
GENL MOTORS FINL CO INC 3,850 4,018
GEORGIA POWER CO 2,000 2,004
GOLDMAN SACHS GROUP 15,257 14,077
GOLDMAN SACHS GROUP INC 2,000 2,048
GOLDMAN SACHS GROUP INC 3,850 4,041
HOME DEPOT INC 5,000 5,010
JOHN DEERE CAPITAL CORP 6,000 6,030
JPMORGAN CHASE & CO 20,108 18,495
JPMORGAN CHASE & CO 1,763 2,013
JPMORGAN CHASE & CO 5,028 5,063
KEURIG DR PEPPER INC 4,009 4,039
MARSH & MCLENNAN COS INC 3,000 3,023
MORGAN STANLEY 3,987 4,004
NATIONAL RURAL UTIL COOP 6,000 6,059
NEXTERA ENERGY CAPITAL 5,002 5,027
PINNACLE WEST CAP CORP 5,000 5,020
ROYAL BK OF CANADA 1,944 2,008
ROYAL BK OF CANADA 2,000 2,008
SHELL INTL FIN 15,193 14,665
TORONTO-DOMINION BK 2,003 2,003
TOYOTA MOTOR CRDT CORP 6,001 6,011
UNITEDHEALTH GROUP INC 14,523 13,810
VERIZON COMMUNICATIONS 14,632 13,841
WELLS FARGO & CO 4,996 5,017
WELLS FARGO & CO 15,441 14,537

TY 2024 InvestmentsCorpStockSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 3,694 3,744
ABB LTD 4,784 8,540
ABBOTT LABS 6,598 6,900
ABBVIE INC 5,889 6,930
ACCENTURE PLC 1,494 1,759
ADIDAS AG 2,075 2,557
ADOBE INC 589 445
AIA GROUP LTD 8,615 4,842
AIR LIQUIDE 2,935 3,483
AIR PROD & CHEMICAL INC 7,069 7,251
AIRBNB INC 125 131
AIRBUS SE 4,170 5,099
AKAMAI TECHNOLOGIES INC 2,029 2,104
ALBANY INTL CORP 1,260 1,280
ALBEMARLE CORP 3,034 1,291
ALEXANDRIA REAL ESTATE 1,590 1,171
ALIBABA GROUP HLDG LTD 1,238 1,017
ALPHABET INC 16,154 23,995
AMADEUS IT GROUP 6,552 7,336
AMAZON.COM INC 20,758 32,470
AMER EXPRESS CO 4,196 8,013
AMPHENOL CORP 1,516 2,639
ANALOG DEVICES INC 5,099 6,799
ANHEUSER BUSCH INBEV 5,665 4,056
ANSYS INC 2,597 2,361
APPLE INC 33,926 43,072
APPLOVIN CORP 1,902 2,267
ARCHROCK INC 1,313 3,958
ARES MANAGEMENT CORP 3,524 4,426
ARISTA NETWORKS INC 2,510 4,863
ARROW ELECTRONICS INC 1,993 2,036
ASHTEAD GROUP PLC 3,535 2,690
ASML HLDG 7,524 8,317
ASTRAZENECA PLC 5,702 7,469
AUTOZONE INC 2,374 3,202
AVALONBAY COMMUNITIES INC 1,594 1,760
B&M EUROPEAN VALUE RETAIL 1,811 962
BAE SYSTEMS PLC 4,247 3,830
BANK OF AMER CORP 8,281 10,812
BANK OF NEW YORK MELLON CORP 2,406 2,305
BECTON DICKINSON & CO 3,727 3,403
BEIGENE LTD 1,600 1,662
BERKSHIRE HATHAWAY INC 4,240 4,080
BHP GROUP LTD 1,562 1,318
BIO RAD LABORATORIES INC 2,749 2,300
BLACKROCK INC 3,735 5,126
BLACKSTONE INC 8,582 11,035
BLOCK INC 1,105 1,105
BORGWARNER INC 1,797 1,748
BOX INC 2,065 2,654
BP PLC 3,430 2,720
BRISTOL MYERS SQUIBB CO 9,406 6,957
BRITISH AMER TOBACCO PLC 2,887 2,579
BROADCOM INC 5,389 12,983
BXP INC 2,374 2,231
CABOT CORP 1,507 2,191
CAPGEMINI 6,268 5,388
CAPITAL ONE FINCL CORP 4,338 5,171
CARLSBERG 4,012 2,269
CBRE GROUP INC 2,429 4,333
CDN NATL RAILWAY CO 5,049 4,263
CELSIUS HOLDINGS INC 1,280 448
CENCORA INC 1,418 2,022
CENTENE CORP 2,359 1,939
CF INDUSTRIES HOLDINGS INC 3,382 3,242
CHARLES RIVER LABORATORIES 2,698 2,400
CHENIERE ENERGY INC 593 859
CHEVRON CORP 8,153 7,677
CHIPOTLE MEXICAN GRILL INC 547 1,206
CHUBB LTD CHF 2,349 3,316
CHUGAI PHARMACEUTICAL LTD 1,987 1,824
CIRRUS LOGIC INC 1,635 2,191
CME GROUP INC 2,136 2,555
CMS ENERGY CORP 2,226 2,333
COCA COLA CO 9,134 8,530
COMCAST CORP 6,703 6,268
CONMED CORP 2,035 1,711
CONOCOPHILLIPS 9,802 9,719
COPT DEFENSE PROPERTIES SBI 1,422 1,640
CORNING INC 2,439 3,612
CVS HEALTH CORP 5,159 3,008
D R HORTON INC 8,233 8,529
DAIICHI SANKYO CO LTD 5,597 5,076
DAIKIN INDS LTD 3,592 2,523
DANONE 2,569 2,825
DARDEN RESTAURANTS INC 1,548 2,427
DBS GROUP HLDGS LTD 3,631 5,890
DEERE AND CO 5,929 6,779
DEUTSCHE BANK 2,832 3,035
DIODES INC 1,125 1,048
DNB BK ASA 3,499 3,303
DOMINION ENERGY INC 4,510 4,093
DOORDASH INC 2,651 4,362
DOVER CORP 4,204 6,003
DSV 3,791 4,248
EASTMAN CHEMICAL CO 1,987 2,100
EATON CORP PLC 3,943 8,297
EDWARDS LIFESCIENCES CORP 926 888
ENGIE 3,312 3,850
EOG RESOURCES INC 5,439 5,761
EPIROC AKTIEBOLAG 6,261 5,468
ESSILORLUXOTTICA 5,199 7,482
EVOLUTION 1,839 1,537
EXXON MOBIL CORP 4,353 5,056
FAIR ISAAC CORP 1,446 1,991
FERRARI 2,552 2,549
FIRSTCASH HLDGS INC 1,124 1,658
FORMFACTOR INC 1,326 1,584
FREEPORT-MCMORAN INC 274 190
FUJITSU LTD 2,272 2,687
GALLAGHER ARTHUR J&CO 1,910 3,122
GATX CORP 2,333 3,719
GENL DYNAMICS CORP 5,376 6,060
GENMAB 3,629 2,191
GIVAUDAN 4,550 4,702
GOLDMAN SACHS GROUP INC 8,078 8,589
GRAINGER W W INC 1,436 2,108
HARTFORD FINCL SERVICES GROUP 489 766
HERMES INTL 1,962 3,824
HERSHEY CO 2,825 2,371
HEXCEL CORP 1,726 2,132
HITACHI LTD 3,464 5,540
HOLOGIC INC 2,413 2,523
HOME DEPOT INC 7,206 8,169
HONEYWELL INTL INC 4,071 4,518
HONG KONG EXCHANGES & CLEARING 2,550 3,115
HOULIHAN LOKEY INC 1,793 3,821
HOYA CORP 1,962 1,984
HUBSPOT INC 1,673 2,090
HUNTINGTON INGALLS INDS INC 1,726 1,512
IBERDROLA 2,189 2,536
IMPERIAL BRANDS PLC 2,615 3,526
INDUSTRIA DE DISENO TEXTIL IND 2,552 5,867
INSPERITY INC 2,598 1,705
INTL BUSINESS MACH 5,769 6,595
INTUIT 2,472 3,771
INTUITIVE SURGICAL INC 6,568 8,351
ITOCHU CORP 5,511 6,505
JOHNSON & JOHNSON 9,131 8,388
KEYCORP 2,132 2,262
KEYENCE CORP 4,748 4,053
KKR & CO INC 4,217 5,768
LAM RESEARCH CORP 2,402 2,167
LILLY ELI & CO 9,273 12,352
LONDON STK EXCHANGE 6,930 9,351
LOREAL CO 5,899 4,929
LOWES COMPANIES INC 6,826 7,157
LVMH MOET HENNESSY LOUIS 6,548 5,358
MARSH & MCLENNAN COS INC 1,292 1,699
MARUBENI CORP 2,977 2,405
MASTERCARD INC 10,277 13,164
MCDONALDS CORP 8,645 9,566
MCKESSON CORP 2,385 3,419
MEDTRONIC PLC 3,636 3,195
MERCADOLIBRE INC 2,420 3,401
MERCK & CO INC 2,810 2,686
META PLATFORMS INC 11,539 25,177
METLIFE INC 1,458 1,883
MICROCHIP TECHNOLOGY INC 4,757 3,212
MICROSOFT CORP 25,065 34,985
MIDDLEBY CORP 2,311 2,303
MONDELEZ INTL INC 3,003 2,748
MONGODB INC 379 233
MONOLITHIC POWER SYSTEMS INC 1,619 2,367
MONSTER BEVERAGE CORP 519 473
MOOG INC 1,479 3,740
MORGAN STANLEY 5,940 8,800
MTU AERO ENGINES HLDGS 2,133 3,479
MUNICH RE GROUP 3,757 3,597
MYRIAD GENETICS INC 1,349 1,028
NATERA 983 950
NATIONAL GRID PLC 3,250 2,912
NATWEST GROUP PLC 3,374 4,170
NESTLE 7,584 5,311
NETEASE INC 1,548 1,249
NETFLIX INC 6,165 14,261
NEXTERA ENERGY INC 4,739 4,373
NIKE INC 386 378
NITORI HLDGS CO LTD 2,702 1,705
NOMURA RESEARCH INSTITUTE LTD 3,755 3,878
NORFOLK STHN CORP 7,036 7,041
NORTHROP GRUMMAN CORP 1,831 1,877
NOVO NORDISK 5,828 9,720
NVIDIA CORP 11,325 43,376
NXP SEMICONDUCTORS 2,692 2,910
ON SEMICONDUCTOR CORP 1,580 1,892
ORACLE CORP 4,479 7,999
PALO ALTO NETWORKS INC 1,985 2,547
PAPA JOHNS INTL INC 3,214 1,807
PARKER HANNIFIN CORP 1,977 4,452
PAYPAL HOLDINGS INC 3,072 3,243
PENN ENTERTAINMENT INC 1,157 912
PEPSICO INC 3,028 2,737
PHILIP MORRIS INTL INC 6,324 7,462
PNC FINANCIAL SERVICES GROUP 5,001 6,364
PPG INDUSTRIES INC 2,452 2,150
PROCTER & GAMBLE CO 4,699 5,365
PROGRESSIVE CORP 1,071 2,396
PROLOGIS INC 3,150 2,748
PUBLIC SERVICE ENTERPRSE 2,283 3,126
QIAGEN 2,239 2,182
QUANTA SERVICES INC 2,194 3,161
QUEST DIAGNOSTICS INC 455 453
RAYMOND JAMES FINANCIAL CORP 2,086 3,573
RECRUIT HLDGS CO LTD 3,189 4,959
REGENERON PHARMACEUTICALS INC 1,677 1,425
REINSURANCE GROUP AMER INC 2,026 3,632
RELX PLC 4,766 6,268
REPUBLIC SERVICES INC 3,017 4,426
ROLLS ROYCE HOLDINGS PLC 4,359 5,542
ROYAL KPN 2,966 2,934
RTX CORP 3,748 4,513
RYDER SYSTEM INC 1,616 3,451
SAFRAN 6,535 10,737
SALESFORCE INC 4,358 4,346
SAP 10,270 15,265
SBA COMMUNICATIONS CORP 2,949 2,242
SCHWAB CHARLES CORP 7,347 8,067
SEAGATE TECHNOLOGY HLDGS 2,417 2,762
SERVICENOW INC 6,967 9,541
SHIN ETSU CHEM CO LTD 4,010 3,403
SHOPIFY INC 3,086 5,423
SIKA AG 4,327 3,869
SMC CORP 4,849 3,080
SMITH A O CORP 2,136 2,592
SNAP ON INC 2,062 3,395
SONOCO PRODUCTS CO 2,088 1,807
SPOTIFY TECHNOLOGY 2,968 5,369
STARBUCKS CORP 2,376 2,190
STRAUMANN HLDG 2,118 1,905
SUZUKI MOTOR CORP LTD 2,881 2,882
SYNOPSYS INC 951 971
TAIWAN SEMICONDUCTOR MFG CO 7,928 13,232
TDK CORP 2,447 4,147
TELEDYNE TECHNOLOGIES INC 3,303 3,249
TENCENT HLDGS LTD 5,261 3,723
TERUMO CORP 1,772 1,872
TESLA INC 10,975 16,154
TEXAS INSTRUMENTS 5,166 5,438
TFI INTL INC 2,352 3,242
THE CIGNA GROUP 3,846 3,866
THE TRADE DESK INC 1,030 1,880
THERMO FISHER SCIENTIFIC INC 620 520
TJX COS INC 3,165 6,041
TOKYO ELECTRON LTD 2,769 2,944
TOTALENERGIES 8,813 8,066
TRANE TECHNOLOGIES PLC 1,676 3,324
TRANSDIGM GROUP INC 3,268 5,069
TRAVELERS COS INC 2,099 2,650
TRUIST FINL CORP 4,526 5,119
UBER TECHNOLOGIES INC 1,341 2,051
UNICHARM CORP 2,053 991
UNICREDIT SPA 4,488 4,975
UNION PACIFIC CORP 6,264 5,929
UNITED PARCEL SERVICE INC 7,159 5,296
UNITEDHEALTH GROUP INC 10,713 10,623
VALMONT INDUSTRIES INC 1,860 2,147
VANGUARD COMMUNICATION 60,498 67,718
VANGUARD EXTD MKT ETF 61,421 67,823
VANGUARD FTSE DEVELOPED MKT 60,370 57,767
VANGUARD FTSE EMERGING MARKETS 56,262 60,291
VANGUARD INFORMATION 113,192 130,578
VANGUARD S&P 500 ETF 246,546 353,459
VENTAS INC 2,777 2,886
VERIZON COMMUNICATIONS INC 2,953 2,079
VERTIV HLDG CO 1,634 1,931
WALMART INC 5,199 7,138
WEBSTER FINANCIAL CORP 1,894 2,319
WEC ENERGY GROUP INC 1,983 2,069
WELLS FARGO & CO 8,177 12,994
WESTERN ASSET SMASH SERIES C FUND 98,028 88,055
WESTERN ASSET SMASH SERIES CORE PLUS 360,197 254,655
WESTERN ASSET SMASH SERIES M FUND 159,143 118,012
WEX INC 2,512 2,104
WOODWARD INC 1,722 2,996
XCEL ENERGY INC 3,377 3,308
YUM! BRANDS INC 2,273 2,281

TY 2024 InvestmentsGovtObligationsSch
Name:
LEVELER FOUNDATION
EIN:
39-6051879
US Government Securities - End of Year Book Value:

296,817
US Government Securities - End of Year Fair Market Value:

269,249
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherExpensesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AMORTIZATION OF PREMIUMS/DISCOUNTS 2,149 2,149   0


TY 2024 OtherIncomeSchedule2
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME   24  
CASH IN LIEU 357   357


TY 2024 OtherProfessionalFeesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 27,279 27,279   0


TY 2024 TaxesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 1,246 1,775   0