Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
THE LEON LEVINE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4600 Park Road 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Charlotte, NC28209
A Employer identification number

58-1427515
B Telephone number (see instructions)

(704) 817-6500
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$1,105,062,186J 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) 408,040,372
2 Check right arrow.............
3 Interest on savings and temporary cash investments 7,130,241 7,130,241  
4 Dividends and interest from securities... 13,429,080 13,429,080  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 15,495,742
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,202,646 -286,792 0
12 Total. Add lines 1 through 11........ 454,802,339 35,768,271 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 827,878     827,878
14 Other employee salaries and wages...... 1,522,318     1,522,318
15 Pension plans, employee benefits....... 380,661     380,661
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
34,052 0 0 34,052
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
75,692 0 0 75,692
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,461,411 1,647,919 0 95,893
17 Interest............... 231,837     231,837
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,193,818 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
26,742 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 36,899     36,899
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
278,296 0 0 278,296
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,069,604 1,647,919 0 3,483,526
25 Contributions, gifts, grants paid....... 42,183,335 42,183,335
26 Total expenses and disbursements. Add lines 24 and 25 50,252,939 1,647,919 0 45,666,861
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 404,549,400
b Net investment income (if negative, enter -0-) 34,120,352
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,078,968 144,084 144,084
2 Savings and temporary cash investments.........   4,219,545 4,219,545
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
181,125,552 		260,897,889
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
185,109,510 		180,460,381
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 44,458 Click to see attachment
List of Attached Documents:
// Content
0 		0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 693,154,728 Click to see attachment
List of Attached Documents:
// Content
691,272,157 		658,258,614
14 Land, buildings, and equipment: basis right arrow187,197
Less: accumulated depreciation (attach schedule) right arrow165,212 48,727 Click to see attachment
List of Attached Documents:
// Content
21,985 		21,985
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
950,665 		Click to see attachment
List of Attached Documents:
// Content
1,059,688 		Click to see attachment
List of Attached Documents:
// Content
1,059,688
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 696,277,546 1,062,952,521 1,105,062,186
Liabilities 17 Accounts payable and accrued expenses.......... 6,694 569,032
18 Grants payable................. 50,550,001 74,576,666
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 50,556,695 75,145,698
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 645,720,851 987,806,823
29 Total net assets or fund balances (see instructions)..... 645,720,851 987,806,823
30 Total liabilities and net assets/fund balances (see instructions). 696,277,546 1,062,952,521
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
645,720,851
2
Enter amount from Part I, line 27a .....................
2
404,549,400
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,050,270,251
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
62,463,428
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
987,806,823
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Farallon P 2023-07-01 2024-06-30
b L&L Investments, LP P 2023-07-01 2024-06-30
c L&L Private Equity, LP P 2023-07-01 2024-06-30
d Goldman Sachs P 2023-07-01 2024-06-30
e JP Morgan P 2023-07-01 2024-06-30
Northern Trust P 2023-07-01 2024-06-30
UBS Financial P 2023-07-01 2024-06-30
Marglyn P 2023-07-01 2024-06-30
L&L Investments, LP P 2024-07-01 2024-06-30
L&L Private Equity, LP P 2024-07-01 2024-06-30
Goldman Sachs P 2024-07-01 2024-06-30
JP Morgan P 2024-07-01 2024-06-30
Northern Trust P 2024-07-01 2024-06-30
UBS Financial P 2024-07-01 2024-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,014     1,014
b 3,572,772     3,572,772
c 3,103,997     3,103,997
d 8,712,938     8,712,938
e     1,485,212 -1,485,212
    967,262 -967,262
    1,813,382 -1,813,382
3,402,569     3,402,569
392,974     392,974
    71,872 -71,872
436,722     436,722
225,838     225,838
    85,703 -85,703
70,349     70,349
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     0 1,014
b     0 3,572,772
c     0 3,103,997
d     0 8,712,938
e     0 -1,485,212
    0 -967,262
    0 -1,813,382
    0 3,402,569
    0 392,974
    0 -71,872
    0 436,722
    0 225,838
    0 -85,703
    0 70,349
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 15,495,742
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 0
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) 1 474,273
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  
3 Add lines 1 and 2........................... 3 474,273
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 474,273
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 704,872
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 704,872
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 230,599
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow230,599 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowNC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.LEONLEVINEFOUNDATION.ORG
14
The books are in care ofright arrowTom Lawrence Telephone no.right arrow (704) 817-6500

Located atright arrow4600 Park Road Suite 500CharlotteNC ZIP+4right arrow28209
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Sandra Levine Chairman Emerita
0.000 		0 0 0
4600 Park Road
Charlotte,NC28209
Thomas W Lawrence Director/President, CEO
20.000 		373,288 18,368 0
4600 Park Road
Charlotte,NC28209
Michael Richardson Director/Sr. Program officer
40.000 		278,436 33,128 0
4600 Park Road
Charlotte,NC28209
Michael Tarwater Chairman of the Board
30.000 		176,154 7,569 0
4600 Park Road
Charlotte,NC28209
Sue Worrel Director
0.000 		0 0 0
4600 Park Road
Charlotte,NC28209
Michael Marsicano Director
0.000 		0 0 0
4600 Park Road
Charlotte,NC28209
Arrington Mixon Director
0.000 		0 0 0
4600 Park Road
Charlotte,NC28209
Hal Levinson Director
0.000 		0 0 0
4600 Park Road
Charlotte,NC28209
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
Deborah Majewski Sr. Program Officer
40.000 		255,511 30,254 0
4600 Park Road
Charlotte,NC28209
Justin Steinschriber Sr. Vice President
30.000 		162,407 13,837 0
4600 Park Road
Charlotte,NC28209
Sara Fedyna Dir. of Info Mgmt
40.000 		134,139 13,023 0
4600 Park Road
Charlotte,NC28209
Jacob Wiltshire Program Officer
40.000 		119,185 12,983 0
4600 Park Road
Charlotte,NC28209
Russell Altenburg Sr. Program Officer
40.000 		104,358 14,556 0
4600 Park Road
Charlotte,NC28209
Total number of other employees paid over $50,000...................right arrow 7
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
862,205,621
b
Average of monthly cash balances.......................
1b
3,793,621
c
Fair market value of all other assets (see instructions)................
1c
1,224,329
d
Total (add lines 1a, b, and c).........................
1d
867,223,571
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
 
3
Subtract line 2 from line 1d.........................
3
867,223,571
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,008,354
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
854,215,217
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
42,710,761
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
42,710,761
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
474,273
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
474,273
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
42,236,488
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
42,236,488
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
42,236,488
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
45,666,861
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
45,666,861
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 42,236,488
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 31,724,985
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 45,666,861
a Applied to 2022, but not more than line 2a 31,724,985
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 13,941,876
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.   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 0
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		28,294,612
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Sandra Levine Chairman Emerita
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Tom Lawrence
4600 Park Road Suite 500
Charlotte,NC28209
(704) 817-6500
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE COMPLETED AND SUBMITTED ONLINE AT WWW.LEONLEVINEFOUNDATION.ORG. PLEASE VISIT THE WEBSITE FOR DETAILS ON REQUIRED INFORMATION. GRANTS ARE MADE ON A QUARTERLY BASIS. LETTERS OF INQUIRY ARE RECEIVED ON A ROLLING BASIS.
cAny submission deadlines:
Requests are received on a rolling basis.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
The Foundation will consider funding grants to established organizations serving individuals in North Carolina and South Carolina which have qualified for exemption as public charities under section 501(c)(3) or the IRS code, governmental units, and established churches fitting the foundation's mission. The foundation does not provide grants to foreign organizations, individuals or 509(a)(3) supporting organizations
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A Child's Haven Inc

20 Martin Drive
Greenville,SC29617 		None PC General Support 100,000

Ada Jenkins Families and Career Development Center Inc

PO Box 1842
Davidson,NC28036 		None PC General Support 65,000

Addlestone Hebrew Academy

1675 Raoul Wallenberg Blvd
Charleston,SC29407 		None PC General Support 30,000

Advocates for Healthy Citizens DBA HealthNet Gaston

613 East Franklin Boulevard
Gastonia,NC28054 		None PC HealthNet Gaston 35,000

Affinity Health Center

455 Lakeshore Parkway
ROCK HILL,SC29730 		None PC General Support 40,000

Alexander Youth Network

6220 Thermal Road
Charlotte,NC28211 		None PC General Support 125,000

Alliance Medical Ministry

101 Donald Ross Dr
Raleigh,NC27610 		None PC General Support 50,000

Anderson Free Clinic

414 North Fant Street
Anderson,SC29621 		None PC General Support 30,000

Anderson Interfaith Ministries Inc

PO Box 1136
Anderson,SC29622 		None PC General Support 40,000

Appalachian State University Foundation Inc

ASU Box 32176
Boone,NC28608 		None PC Leon Levine Hall for Health Sciences 500,000

Asheville Area Habitat for Humanity

33 Meadow Rd
Asheville,NC28803 		None PC General Support 70,000

Asheville Buncombe Community Christian Ministry

1845 Brevard Rd
Arden,NC28704 		None PC Transformation Village 100,000

Asheville Buncombe Community Christian Ministry

1845 Brevard Rd
Arden,NC28704 		None PC Doctors' Medical Clinic 100,000

Ashure Ministry

PO Box 31
Newton,NC28658 		None PC General Support 30,000

Atrium Health Foundation

7800 Providence Rd Suite 208
Charlotte,NC28226 		None PC Levine Cancer Institute 1,000,000

Atrium Health Foundation

7800 Providence Rd Suite 208
Charlotte,NC28226 		None PC LCI (II) 1,000,000

Atrium Health Foundation

7800 Providence Rd Suite 208
Charlotte,NC28226 		None PC Levine Cancer Institute (III) 1,000,000

Augustine Literacy Project-Charlotte

115 W 7th Street
Charlotte,NC28202 		None PC General Support 75,000

Barrier Islands Free Medical Clinic

3226 Maybank Highway Bldg C
Johns Island,SC29455 		None PC General Support 50,000

Beth David Synagogue

804 Winview Drive
Greensboro,NC27410 		None PC General Support 25,000

Big Brothers Big Sisters of Central Carolinas

8514 McAlpine Park Drive Suite 130
Charlotte,NC28211 		None PC General Support 60,000

Big Brothers Big Sisters of the Central Piedmont

PO Box 627
High Point,NC27261 		None PC General Support 20,000

Big Brothers Big Sisters of the Lowcountry

3324 Rivers Avenue Suite 101
Charleston,SC29405 		None PC General Support 40,000

Big Brothers Big Sisters of the Triangle

808 Aviation Parkway Suite 900
Morrisville,NC27560 		None PC General Support 25,000

Big Brothers Big Sisters of Western NC Inc

50 S French Broad Ave 213
Asheville,NC28801 		None PC General Support 25,000

Blue Ridge Community Health Services Inc

220 5th Avenue East
Hendersonville,NC28792 		None PC Case Management in Behavioral Health 125,000

Blue Ridge Community Health Services Inc

220 5th Avenue East
Hendersonville,NC28792 		None PC Based Health Infrastructure 160,000

Blue Ridge Mountains Health Project Inc

PO Box 451
Cashiers,NC28717 		None PC Blue Ridge Free Dental Clinic 50,000

Bluffton Jasper Volunteers in Medicine

29 Plantation Park Dr Bldg 600
Bluffton,SC29910 		None PC General Support 50,000

Bluffton Self Help Inc

PO Box 2420
Bluffton,SC29910 		None PC General Support 40,000

B'nai B'rith Youth Organization Inc

529 14th Street NW - Suite 705
Washington,DC20045 		None PC Eastern Region 50,000

B'nai Shalom Day School

804-A Winview Drive
Greensboro,NC27410 		None PC General Support 50,000

Book Harvest

2501 University Drive
Durham,NC27707 		None PC General Support 150,000

Boys & Girls Club of Cabarrus County Inc

PO Box 1405
Concord,NC28026 		None PC General Support 75,000

Boys & Girls Club of Cleveland County

P O Box 2001
Shelby,NC28151 		None PC General Support 30,000

Boys & Girls Club of Southwest Virginia Inc

1714 9th Street SE
Roanoke,VA24014 		None PC General Support 35,000

Boys & Girls Clubs of Greater Augusta

624 Chafee Avenue
Augusta,GA30904 		None PC General Support 50,000

The Salvation Army of Greater Charlotte

4015 Stuart Andrew Boulevard
Charlotte,NC28217 		None PC General Support 40,000

Boys & Girls Clubs of Greater Gaston

PO Box 23
Gastonia,NC28053 		None PC General Support 50,000

Boys & Girls Clubs of Southeastern North Carolina Inc

140 Cinema Dr Unit H
Wilmington,NC28403 		None PC General Support 50,000

Boys and Girls Club of Henderson County

PO Box 1460
Hendersonville,NC28793 		None PC General Support 100,000

Boys and Girls Club of the Plateau

PO Box 1812
Cashiers,NC28717 		None PC General Support 50,000

Boys and Girls Clubs of the Lowcountry Inc

10 Pinckney Colony Road Suite 103
Bluffton,SC29909 		None PC General Support 100,000

Bradley Free Clinic

1240 Third Street
ROANOKE,VA24016 		None PC General Support 45,000

Cabarrus Cooperative Christian Ministry

PO Box 1717
Concord,NC280261717 		None PC Capital Campaign 200,000

Cabarrus Cooperative Christian Ministry

PO Box 1717
Concord,NC280261717 		None PC General Support 60,000

Cabarrus Meals on Wheels Inc

342 Penny Lane
Concord,NC28025 		None PC General Support 45,000

Cabarrus Victims Assistance Network

PO Box 1749
Concord,NC28026 		None PC General Support 20,000

Camino Community Development Corporation Inc

133 Stetson Drive
Charlotte,NC28262 		None PC Camino Clinic 80,000

Camp Judaea Inc

1440 Spring Street
Atlanta,GA30309 		None PC General Support 45,000

Campbell University

Institutional Advancement PO Box
Buies Creek,NC27506 		None PC Mobile Health and Education Clinic Program 35,000

Cape Fear Clinic Inc

1605 Doctors Circle
Wilmington,NC28401 		None PC General Support 50,000

Cape Fear HealthNet

2507 Delaney Avenue
Wilmington,NC28403 		None PC General Support 25,000

Care Ring Inc

601 E Fifth St Suite 140
Charlotte,NC28202 		None PC General Support 175,000

Care Ring Inc

601 E Fifth St Suite 140
Charlotte,NC28202 		None PC Relocation Capital Campaign 500,000

Carolina Youth Coalition

6035 Florence Avenue Suite 200
Charlotte,NC28212 		None PC General Support 40,000

Carolina Youth Coalition

6035 Florence Avenue Suite 200
Charlotte,NC28212 		None PC The Flourishing Fund 100,000

Carousel Center Inc

1501 Dock St
Wilmington,NC28401 		None PC General Support 35,000

CASA

P O Box 12545
Raleigh,NC27605 		None PC King's Ridge 50,000

Catherine's House

PO Box 1633
Belmont,NC28012 		None PC General Support 20,000

Catholic Charities Diocese of Charlotte

1123 South Church Street
Charlotte,NC28203 		None PC General Support 70,000

CCClinic Inc DBA Community Care Clinic of Boone

141 Health Center Drive Suite B
Boone,NC28607 		None PC General Support 25,000

Center for Child and Family Health Inc

1121 W Chapel Hill St Suite 100
Durham,NC27701 		None PC General Support 65,000

Central Piedmont Community College Foundation Inc

Central Piedmont Foundation PO Box
Charlotte,NC28235 		None PC Leon Levine Health Sciences Center 250,000

Central South Carolina Habitat for Humanity Inc

1831 Superior Street
Columbia,SC29205 		None PC General Support 25,000

Chabad of Durham Inc

6514 Glen Forrest Dr
Chapel Hill,NC27517 		None PC Leon & Sandra Levine Shabbat Experience 50,000

Changed Choices

PO Box 34367
Charlotte,NC28234 		None PC General Support 15,000

Charleston Jewish Federation

176 Croghan Spur Rd Suite 100
Charleston,SC29407 		None PC General Support 150,000

Landmarks for Families

5055 Lackawanna Blvd
North Charleston,SC29405 		None PC General Support 45,000

Charlotte Bilingual Preschool

6300 Highland Avenue
Charlotte,NC28215 		None PC General Support 85,000

Charlotte Center for Legal Advocacy

PO Box 25558
Charlotte,NC28229 		None PC Building Justice Capital Campaign 100,000

Charlotte Center for Legal Advocacy

PO Box 25558
Charlotte,NC28229 		None PC General Support 100,000

Charlotte Community Health Clinic Inc

8401 Medical Plaza Dr
Charlotte,NC28262 		None PC General Support 85,000

Charlotte Family Housing

300 Hawthorne Lane 3rd floor
Charlotte,NC28204 		None PC General Support 125,000

Charlotte Jewish Day School Inc

PO Box 79180
Charlotte,NC28271 		None PC General Support 50,000

Charlotte Jewish Preschool Inc

5007 Providence Road
Charlotte,NC28226 		None PC General Support 25,000

Charlotte Mecklenburg Library Foundation

300 East 7th Street
Charlotte,NC28202 		None PC Capital Campaign 200,000

Charlotte Mecklenburg Library Foundation

300 East 7th Street
Charlotte,NC28202 		None PC Capital Campaign 200,000

Charlotte Rescue Mission

915 W 1st St
Charlotte,NC28202 		None PC Miracle at Cedar Street Campaign 200,000

Charlotte Rescue Mission

915 W 1st St
Charlotte,NC28202 		None PC General Support 100,000

Charlotte Speech and Hearing Center Inc

817 E Morehead Street Ste 100
Charlotte,NC28202 		None PC General Support 70,000

Charlotte Symphony Orchestra Society Inc

128 South Tryon Street Suite 350
Charlotte,NC28202 		None PC Capital Campaign 400,000

CharMeck Family Justice Center Inc

Safe Alliance 601 East 5th Street
Charlotte,NC28202 		None PC The Umbrella Center Capital Campaign 200,000

Chatham Outreach Alliance

PO Box 1326
Pittsboro,NC27312 		None PC General Support 30,000

Child Advocacy Center Inc

PO Box 488
Fayetteville,NC28302 		None PC General Support 35,000

Child Welfare Innovation Inc

1452 Dorchester Avenue
Boston,MA02122 		None PC In For Families 333,333

Children and Families First

1200 Arlington Street
Greensboro,NC27406 		None PC General Support 40,000

Children FirstCommunities In Schools Of Buncombe County Inc

PO Box 16695
Asheville,NC28806 		None PC General Support 40,000

Children in Crisis in Dorchester County Inc

303 East Richardson Avenue
Summerville,SC29483 		None PC General Support 25,000

Children's Attention Home Inc

PO Box 2912
Rock Hill,SC29732 		None PC General Support 40,000

Children's Home Society of North Carolina Inc

604 Meadow Street
Greensboro,NC27405 		None PC Capacity Building 250,000

Children's Home Society of North Carolina Inc

604 Meadow Street
Greensboro,NC27405 		None PC General Support 200,000

Children's Hope Alliance

194 Barium Springs Drive
Statesville,NC28677 		None PC General Support 100,000

Children's Place Inc

310 Barnwell Ave NE
Aiken,SC29801 		None PC General Support 50,000

Classroom Central Inc

2116 Wilkinson Blvd
Charlotte,NC28208 		None PC General Support 75,000

Coastal Horizons Center Inc

615 Shipyard Blvd
Wilmington,NC28412 		None PC General Support 60,000

Code the Dream Inc

201 West Main Street Suite 100
Durham,NC27701 		None PC North Carolina Benefits Screener 375,000

Columbia Jewish Federation

PO Box 25739
Columbia,SC29223 		None PC General Support & Jewish Family Services 40,000

Common Wealth Charlotte Inc

5301 Wilkinson Boulevard
Charlotte,NC28208 		None PC General Support 100,000

Communities In Schools Chatham County

PO Box 903
Siler City,NC27344 		None PC General Support 30,000

Communities In Schools of Cape Fear

1209 Market Street Suite A
Wilmington,NC28401 		None PC General Support 40,000

Communities in Schools of Charlotte-Mecklenburg Inc

601 East 5th Street 300
Charlotte,NC28202 		None PC General Support 250,000

Communities In Schools of North Carolina

222 North Person Street
Raleigh,NC27601 		None PC Direct Services Programs 50,000

Communities in Schools of South Carolina

1691 Turnbull Ave Suite 200
North Charleston,SC29405 		None PC Community School Model Expansion 200,000

Communities in Schools of South Carolina

1691 Turnbull Ave Suite 200
North Charleston,SC29405 		None PC General Support 100,000

Communities In Schools of Wake County

971 Harp Street
Raleigh,NC27604 		None PC General Support 25,000

Community Care Center for Forsyth County

2135 New Walkertown Road
WinstonSalem,NC27101 		None PC General Support 60,000

Community Care Clinic of Rowan County

315 Mocksville Ave Suite G
Salisbury,NC28144 		None PC General Support 60,000

Community Clinic of High Point Inc

PO Box 5607
High Point,NC27262 		None PC Capital Campaign 200,000

Community Clinic of High Point Inc

PO Box 5607
High Point,NC27262 		None PC General Support 60,000

Community Culinary School of Charlotte Inc

9315-D Monroe Road
Charlotte,NC28270 		None PC General Support 25,000

Community Free Clinic

528 Lake Concord Rd NE
Concord,NC28025 		None PC General Support 35,000

Community Health Services of Union County Inc

1338 East Sunset Drive Suite C
Monroe,NC28112 		None PC General Support 40,000

Community Housing Solutions of Guilford Inc

PO Box 3341
Greensboro,NC27402 		None PC General Support 50,000

Community Link Programs of Travelers Aid Society of Central Carolinas Inc

601 E 5th Street Suite 460
Charlotte,NC28202 		None PC General Support 50,000

Cone Health

1200 North Elm Street
Greensboro,NC27401 		None PC Community Care and Mobile Clinics Expanding Care 150,000

Congregation Beth Israel

425 Summit Drive
Greenville,SC29609 		None PC General Support 10,000

Conway Hospital Foundation Inc

300 Singleton Ridge Rd
Conway,SC29526 		None PC Mobile Medicine 60,000

Council for Children's Rights Inc

601 East Fifth St Ste 450
Charlotte,NC28202 		None PC General Support 125,000

Council on Aging in Union County

1401 Skyway Drive
Monroe,NC28110 		None PC General Support 30,000

Crisis Assistance Ministry

500-A Spratt St
Charlotte,NC28206 		None PC General Support 150,000

Crisis Control Ministry Inc

200 East 10th Street
WinstonSalem,NC27101 		None PC General Support 60,000

Crosby Scholars Community Partnership

2701 University Parkway
WinstonSalem,NC27105 		None PC General Support 75,000

Crossnore Communities for Children

PO Box 249
Crossnore,NC28616 		None PC Expansion of Family Preservation Services in WNC 75,000

Crossnore Communities for Children

PO Box 249
Crossnore,NC28616 		None PC General Support 150,000

Cutler Jewish Day School

5827 N Trenholm Rd
Columbia,SC29206 		None PC General Support 30,000

Davidson Medical Ministries Clinic Inc

PO Box 584
Lexington,NC27293 		None PC General Support 15,000

Dee Norton Child Advocacy Center

1061 King Street
Charleston,SC29403 		None PC General Support 75,000

Diakonos Inc

PO Box 5217
Statesville,NC28687 		None PC General Support 25,000

Dilworth Center for Chemical Dependency Inc

2240 Park Road
Charlotte,NC28203 		None PC Family Program 25,000

Discovery Place Inc

301 N Tryon St
Charlotte,NC28202 		None PC Discovery Place Nature 200,000

Duke University

Jewish Life at Duke Box 90936
Durham,NC27708 		None PC Jewish Life at Duke 35,000

E2D Inc

PO Box 1299
Davidson,NC28036 		None PC General Support 50,000

East Carolina University Medical & Health Sciences Foundation Inc

Financial Services Mail Stop 203 1
Greenville,NC27858 		None PC Patient Care Fund 90,000

East Cooper Community Outreach

1145 Six Mile Road
Mount Pleasant,SC29466 		None PC General Support 75,000

El Futuro Inc

2020 Chapel Hill Rd Suite 23
Durham,NC27707 		None PC General Support 175,000

Elon University

Campus Box 2615
Elon,NC27244 		None PC Campus Hillel Pavilion Project 70,000

Elon University

Campus Box 2615
Elon,NC27244 		None PC Elon University Hillel 20,000

Emily Krzyzewski Family Life Center Inc

904 W Chapel Hill Street
Durham,NC27701 		None PC General Support 95,000

Exchange Club Center For The Prevention Of Child Abuse Of North Carolina I

500 W Northwest Blvd
WinstonSalem,NC27105 		None PC General Support 25,000

Families Moving Forward

PO Box 25426
Durham,NC27702 		None PC General Support 50,000

Families Together Inc

PO Box 14395
Raleigh,NC27620 		None PC General Support 50,000

Family Crisis Council of Rowan Inc

PO Box 50
Spencer,NC28159 		None PC General Support 20,000

Family Service of the Piedmont Inc

902 Bonner Drive
Jamestown,NC27282 		None PC General Support 150,000

Family Services

1200 South Broad Street
WinstonSalem,NC27101 		None PC General Support 100,000

Fayetteville Area Habitat for Humanity Inc

PO Box 3166
Fayetteville,NC28303 		None PC General Support 40,000

Feeding Southwest Virginia

1025 Electric Road
Salem,VA24153 		None PC General Support 75,000

FeedNC

PO Box 5173
Mooresville,NC28117 		None PC General Support 25,000

Florence Crittenton Services Inc

PO Box 36392
Charlotte,NC28236 		None PC General Support 50,000

Food Bank of Central & Eastern North Carolina Inc

1924 Capital Blvd
Raleigh,NC27604 		None PC General Support 250,000

Food Bank of the Albemarle

PO Box 1704
Elizabeth City,NC27906 		None PC General Support 40,000

Foundation For The Carolinas

220 N Tryon Street
Charlotte,NC28200 		None PC Carolina Theatre LL 100,000

Foundation For The Carolinas

220 N Tryon Street
Charlotte,NC28201 		None PC Universal PreK 100,000

Foundation For The Carolinas

220 N Tryon Street
Charlotte,NC28202 		None PC A Way Home Housing Endowment 1,000,000

Foundation For The Carolinas

220 N Tryon Street
Charlotte,NC28202 		None PC Hugh McColl Park 100,000

Foundation of the University of North Carolina at Charlotte Inc

9201 University City Blvd
Charlotte,NC28223 		None SO I Levine Scholars Program 2,100,000

Foundation of the University of North Carolina at Charlotte Inc

9201 University City Blvd
Charlotte,NC28223 		None SO I Levine Scholars Director's Fund 50,000

Foundation of the University of North Carolina at Charlotte Inc

9201 University City Blvd
Charlotte,NC28223 		None SO I Levine Scholars Experiential Arts and Mentor E 50,000

Freedom Communities

3501 Tuckaseegee Road
Charlotte,NC28208 		None PC General Support 75,000

Freedom School Partners Inc

PO Box 37363
Charlotte,NC28237 		None PC General Support 100,000

Gaston Family Health Services Inc DBA Kintegra Health

200 E 2nd Avenue
Gastonia,NC28052 		None PC Bessemer City Dental Capital Campaign 75,000

Gaston Family Health Services Inc DBA Kintegra Health

200 E 2nd Avenue
Gastonia,NC28052 		None PC General Support 150,000

Gaston Family Health Services Inc DBA Kintegra Health

200 E 2nd Avenue
Gastonia,NC28052 		None PC Based Behavioral Health 250,000

GenOne Inc

3800 Shamrock Drive
Charlotte,NC28215 		None PC General Support 50,000

Georgetown Memorial Hospital DBA Tidelands Health

606 Black River Road
Georgetown,SC29440 		None PC Tidelands Community Care Network 75,000

Golden Harvest Food Bank

3310 Commerce Dr
Augusta,GA30909 		None PC General Support 100,000

Good Samaritan Clinic Inc

500 East Parker Rd Suite 100
Morganton,NC28655 		None PC General Support 25,000

Good Shepherd Ministries of Wilmington Inc

811 Martin St
Wilmington,NC28401 		None PC General Support 45,000

Greater Hickory Cooperative Christian Ministry

31 1st Avenue SE
Hickory,NC28602 		None PC General Support 50,000

Greater Steps Scholars

220 North Tryon Street
Charlotte,NC28202 		None PC Career Readiness and Mentor Program 25,000

Greensboro Jewish Federation

5509-C West Friendly Avenue
Greensboro,NC27410 		None PC General Support & Jewish Family Services 175,000

Greensboro Jewish Federation

5509-C West Friendly Avenue
Greensboro,NC27410 		None PC Local Response Fund 100,000

Greensboro Urban Ministry

305 West Gate City Boulevard
Greensboro,NC27406 		None PC General Support 50,000

Greenville Free Medical Clinic Inc

PO Box 8993
Greenville,SC29604 		None PC General Support 80,000

Guilford Adult Health Inc

PO Box 4031
Greensboro,NC27404 		None PC General Support 70,000

Guilford Education Alliance Inc

311 Pomona Drive Suite E
Greensboro,NC27407 		None PC Teacher Supply Warehouse 15,000

Habitat for Humanity Cabarrus County

8 Church Street South Suite 101
Concord,NC28025 		None PC General Support 30,000

Habitat for Humanity Forsyth County

1023 West 14th Street
WinstonSalem,NC27105 		None PC General Support 30,000

Habitat for Humanity of Catawba Valley Inc

PO Box 9475
Hickory,NC28603 		None PC General Support 20,000

Habitat for Humanity of Durham Inc

PO Box 11860
Durham,NC27703 		None PC General Support 75,000

Habitat for Humanity of Greater Greensboro Inc

3826 W Gate City Blvd
Greensboro,NC27407 		None PC General Support 50,000

Habitat for Humanity of Greenville County

50 Grand Avenue Greenville SC 296
Greenville,SC29602 		None PC General Support 40,000

Habitat for Humanity of the Charlotte Region Inc

PO Box 220287
Charlotte,NC28222 		None PC General Support 225,000

Habitat for Humanity of Wake County

2420 North Raleigh Boulevard
Raleigh,NC27604 		None PC General Support 75,000

Habitat for Humanity Orange County NC Inc

88 Vilcom Center Drive Suite L-110
Chapel Hill,NC27514 		None PC General Support 70,000

Haven House Inc

1008 Bullard Court
Raleigh,NC27615 		None PC General Support 30,000

Healing Transitions

1251 Goode Street
Raleigh,NC27603 		None PC General Support 40,000

Healthquest of Union County Inc

415 E Franklin Street
Monroe,NC28112 		None PC General Support 40,000

HealthReach Community Clinic

PO Box 1265
Mooresville,NC28115 		None PC General Support 30,000

Healthy Learners

2711 Middleburg Drive Suite 304
Columbia,SC29204 		None PC General Support 50,000

Healthy Smiles of Spartanburg Inc

P O Box 1441
Spartanburg,SC29304 		None PC General Support 45,000

HEART Math Tutoring Inc

PO Box 30623
Charlotte,NC28230 		None PC General Support 100,000

Helping and Lending Outreach Support

4995 Lacross Road Suite 1300
North Charleston,SC29406 		None PC General Support 45,000

Helping Hand of Myrtle Beach Inc

PO Box 2886
Myrtle Beach,SC29578 		None PC General Support 20,000

Helping Hands Clinic Inc

810 Harper Avenue NW
Lenoir,NC28645 		None PC General Support 40,000

Helpmate Inc

PO Box 2263
Asheville,NC28802 		None PC Capital Campaign 100,000

Helpmate Inc

PO Box 2263
Asheville,NC28802 		None PC General Support 60,000

Helps Education Fund

2020 Progress Ct Ste 100-128
Raleigh,NC27608 		None PC General Support 50,000

Henderson County Free Medical Clinic Inc

841 Case Street
Hendersonville,NC28792 		None PC General Support 50,000

Homeless No More Inc

2411 Two Notch Rd
Columbia,SC29204 		None PC General Support 50,000

Homes of Hope Inc

3 Dunean St
Greenville,SC29611 		None PC General Support 75,000

Homeward Bound of Western North Carolina Inc

PO Box 1166
Asheville,NC28802 		None PC Home Is Key Campaign 80,000

Homeward Bound of Western North Carolina Inc

PO Box 1166
Asheville,NC28802 		None PC General Support 65,000

Hope Center for Children

PO Box 1731
Spartanburg,SC29304 		None PC General Support 60,000

Hope Haven Inc

3815 N Tryon Street
Charlotte,NC28206 		None PC General Support 75,000

Hopeful Horizons

PO Box 1775
Beaufort,SC29901 		None PC General Support 70,000

Hospice & Palliative Care Charlotte Region DBA VIA Health Partners

7845 Little Avenue
Charlotte,NC28226 		None PC Wendover 50,000

Hospice & Palliative Care Charlotte Region DBA VIA Health Partners

7845 Little Avenue
Charlotte,NC28226 		None PC General Support 75,000

Hospital Hospitality House of Winston-Salem

1970 Baldwin Ln
WinstonSalem,NC27103 		None PC General Support 25,000

Hospitality House of Charlotte

1400 Scott Avenue
Charlotte,NC28203 		None PC General Support 25,000

Hospitality House of Northwest North Carolina

PO Box 309
Boone,NC28607 		None PC General Support 40,000

House of Hope of the Pee Dee

1020 West Darlington Street
Florence,SC29501 		None PC General Support 30,000

Housing Collaborative

PO Box 35305
Charlotte,NC28235 		None PC General Support 100,000

Housing for New Hope Inc

18 West Colony Place Suite 250
Durham,NC27705 		None PC General Support 50,000

Imprints Cares

711 Coliseum Plaza Court
WinstonSalem,NC27106 		None PC Capital Campaign 250,000

Imprints Cares

711 Coliseum Plaza Court
WinstonSalem,NC27106 		None PC General Support 75,000

InReach

4530 Park Road Suite 300
Charlotte,NC28209 		None PC General Support 50,000

Institute of Southern Jewish Life Inc

PO Box 16528
Jackson,MS39236 		None PC General Support 25,000

Inter-Faith Council for Social Service

110 W Main St
Carrboro,NC27510 		None PC General Support 50,000

Inter-Faith Food Shuttle

1001 Blair Drive Suite 120
Raleigh,NC27603 		None PC General Support 75,000

International House of Metrolina Inc

1611 E 7th Street
Charlotte,NC28205 		None PC General Support 50,000

Jewish Agency for Israel - North American Council

633 3rd Avenue 21st floor
New York,NY10017 		None PC Israel Fellow at Wake Forest, Elon, & High Point Universities 50,000

Jewish Community Center of Asheville

236 Charlotte Street
Asheville,NC28801 		None PC General Support 20,000

Jewish Community Center of Asheville

236 Charlotte Street
Asheville,NC28801 		None PC Hilde House Campaign 75,000

Jewish Family Services of Greater Charleston

PO BOX 31805
Charleston,SC29417 		None PC General Support 25,000

Jewish Family Services of Greater Charlotte Inc

5007 Providence Rd Suite 105
Charlotte,NC28226 		None PC General Support 100,000

Jewish Family Services of WNC Inc

53 S French Broad Ave
Asheville,NC28801 		None PC General Support 40,000

Jewish Federation of Greater Atlanta

1440 Spring Street NW
Atlanta,GA30309 		None PC Holocaust Survivor Support Fund 75,000

Jewish Federation of Greater Raleigh

8210 Creedmoor Rd Suite 104
Raleigh,NC27613 		None PC General Support & Jewish Family Services 90,000

Jewish for Good

1937 West Cornwallis Road
Durham,NC27705 		None PC Capital Campaign 100,000

Jewish for Good

1937 West Cornwallis Road
Durham,NC27705 		None PC Capital Campaign 100,000

Jewish for Good

1937 West Cornwallis Road
Durham,NC27705 		None PC General Support, Jewish Family Services & Sandra E Lerner Jewish Community Day School 130,000

Jewish for Good

1937 West Cornwallis Road
Durham,NC27705 		None PC Local Response Fund 100,000

Jewish Preschool on Sardis

6619 Sardis Road
Charlotte,NC28270 		None PC General Support 20,000

Johnson C Smith University

100 Beatties Ford Road
Charlotte,NC28216 		None PC President's GAP Scholarship Fund 100,000

Judea Reform Congregation

1933 West Cornwallis Road
Durham,NC27705 		None PC Clergy Capacity Building/Endowment Campaign 265,000

Judea Reform Congregation

1933 West Cornwallis Road
Durham,NC27705 		None PC General Support 35,000

Julie Valentine Center

2905 White Horse Road
Greenville,SC29611 		None PC General Support 25,000

Kahal Kadosh Beth Elohim

90 Hasell Street
Charleston,SC29401 		None PC General Support 35,000

Kehillah Synagogue

1200 Mason Farm Road
Chapel Hill,NC27514 		None PC General Support 20,000

Kids on Point Inc

PO Box 22731
Charleston,SC29413 		None PC General Support 50,000

KinderMourn Inc

1320 Harding Place
Charlote,NC28204 		None PC General Support 30,000

Cook Community Clinic Inc

PO Box 2398
Huntersville,NC28070 		None PC General Support 40,000

Leading On Opportunity

220 North Tryon Street
Charlotte,NC28202 		None PC General Support 100,000

Lincoln Community Health Center Inc

1301 Fayetteville St
Durham,NC27707 		None PC Lakewood Clinic Capital Campaign & Programming 100,000

Lions Vision Services

234 Outlet Pointe Boulevard
Columbia,SC29210 		None PC General Support 50,000

Little River Medical Center Inc

P O Box 547
Little River,SC29566 		None PC General Support 55,000

Nourish Up

P O Box 680791
Charlotte,NC28216 		None PC NourishMeck Hunger Hub 200,000

Nourish Up

P O Box 680791
Charlotte,NC28216 		None PC General Support 150,000

Local Initiatives Support Corporation

28 Liberty Street 34th Floor
New York,NY10005 		None PC Charlotte Housing Opportunity Investment Fund (CHOIF) II 200,000

Lowcountry Food Bank

2864 Azalea Drive
Charleston,SC29405 		None PC General Support 125,000

Lucy Daniels Center

9003 Weston PKWY
Cary,NC27513 		None PC General Support 50,000

Make-A-Wish Foundation of Central and Western North Carolina Inc

6324 Fairview Road Suite 500
Charlotte,NC28210 		None PC General Support 80,000

Make-A-Wish Foundation of South Carolina

225 S Pleasantburg Drive Suite C17
Greenville,SC29607 		None PC General Support 50,000

MANNA FoodBank Inc

627 Swannanoa River Road Asheville
Asheville,NC28805 		None PC General Support 100,000

Matthews Free Medical Clinic

196 S Trade Street
Matthews,NC28105 		None PC General Support 40,000

Matthews Help Center

PO Box 91
Matthews,NC28106 		None PC General Support 20,000

McLeod Medical Center Foundation

300 South Dargan Street
Florence,SC29506 		None PC McLeod Cancer Clinic 100,000

Meals on Wheels Durham

2522 Ross Rd
Durham,NC27703 		None PC General Support 30,000

Meals on Wheels of Greenville Inc

15 Oregon Street
Greenville,SC29605 		None PC General Support 50,000

Meals on Wheels of Rowan Inc

PO Box 1914
Salisbury,NC28145 		None PC Capital Campaign 65,000

Meals on Wheels of Rowan Inc

PO Box 1914
Salisbury,NC28145 		None PC General Support 40,000

Meals on Wheels of Wake County Inc

1001 Blair Dr Suite 100
Raleigh,NC27603 		None PC General Support 50,000

MedAssist of Mecklenburg

4428 Taggart Creek Road Suite 101
Charlotte,NC28208 		None PC General Support 175,000

Medical University of South Carolina Foundation

18 Bee Street MSC 450
Charleston,SC29425 		None PC NeuroFlow platform pilot in School Based Health Services 150,000

Mental Illness Recovery Center Inc

2750 Laurel St
Columbia,SC29204 		None PC General Support 100,000

Merkos Linyonei Chinuch Lubavitch of North Carolina Inc

6619 Sardis Rd
CHARLOTTE,NC28270 		None PC General Support 30,000

Metanoia

2005 Reynolds Ave
North Charleston,SC29405 		None PC General Support 75,000

Methodist Home for Children

1041 Washington Street
Raleigh,NC27605 		None PC General Support 150,000

Mobile Meal Service of Spartanburg County Inc

PO Box 461
Spartanburg,SC29304 		None PC General Support 50,000

Mem Global

5802 Monroe Road
Charlotte,NC28212 		None PC Moishe House in the Carolinas 70,000

Moore Free & Charitable Clinic Inc

211 Trimble Plant Road Suite C
Southern Pines,NC28387 		None PC General Support 75,000

Mountain Area Health Education Center

121 Hendersonville Road
Asheville,NC28803 		None PC Pediatric Dentistry & School Smiles Program 150,000

Museum of the New South Inc

PO Box 30125
Charlotte,NC28230 		None PC General Support 100,000

myFutureNC Inc

PO Box 26246
Raleigh,NC27611 		None PC General Support 150,000

NC Association of Free & Charitable Clinics Inc

10735 David Taylor Dr Suite 140
Charlotte,NC28262 		None PC General Support 75,000

NC DHHS Division of Child and Family Well-Being

101 Blair Drive
Raleigh,NC27699 		None GOV SUN Bucks 500,000

North Carolina Performing Arts Center At Charlotte Foundation

130 North Tryon Street
Charlotte,NC28202 		None PC Community Programs 150,000

New Directions of Horry County Inc

P O Box 2922 1005 Osceola Street
Myrtle Beach,SC29578 		None PC General Support 50,000

New Hanover Regional Medical Center

2131 S 17th St
Wilmington,NC28401 		None PC Community Engagement Program 75,000

New Hope Clinic Inc

201 W Boiling Spring Rd
Southport,NC28461 		None PC General Support 30,000

New Morning Foundation

1501 Main Street Suite 150 Columb
Columbia,SC29201 		None PC General Support 75,000

North Carolina Dental Society Foundation

1600 Evans Road
Cary,NC27513 		None PC General Support 35,000

North Carolina Healthcare Foundation Inc

5540 Wade Park Boulevard Suite 410
Raleigh,NC27607 		None PC CaroNova 100,000

North Carolina Hillel Foundation

210 West Cameron Ave
Chapel Hill,NC27516 		None PC General Support 70,000

NourishNC Inc

3606 Market St
Wilmington,NC28403 		None PC General Support 25,000

Oak City Cares Inc

1430 S WILMINGTON ST
RALEIGH,NC27603 		None PC General Support 35,000

One80 Place

PO Box 20038
Charleston,SC29413 		None PC General Support 70,000

OneTable

228 Park Ave S Ste 77191
New York,NY10003 		None PC OneTable Carolinas 100,000

OnTrack Financial Education & Counseling

50 South French Broad Avenue
Asheville,NC28801 		None PC General Support 50,000

Open Door Ministries of High Point

400 North Centennial Street
High Point,NC27262 		None PC General Support 20,000

OpenDoors of Asheville

290 Haywood Rd Suite 204
Asheville,NC28806 		None PC General Support 65,000

Operation Home

3973 Rivers Avenue Suite 104
North Charleston,SC29405 		None PC General Support 40,000

Our Lady of Mercy Community Outreach Services

PO Box 607
Johns Island,SC29457 		None PC General Support 50,000

ourBRIDGE Inc

3925 Willard Farrow Drive
Charlotte,NC28215 		None PC General Support 75,000

Palmetto Community Health Care Center

PO Box 3123
Rock Hill,SC29732 		None PC General Support 25,000

Palmetto Goodwill

2150 Eagle Drive Bldg 100
North Charleston,SC29406 		None PC Workforce Development Services 50,000

ParentChild

242 West 30th Street Suite 1100
New York,NY10001 		None PC Carolinas Programs 100,000

Partners In Learning

1775 Martin Luther King Avenue
Salisbury,NC28144 		None PC Capital Campaign 300,000

Pat's Place Child Advocacy Center Inc

901 East Blvd
Charlotte,NC28203 		None PC General Support 100,000

Pee Dee Coalition Against Domestic and Sexual Assault

PO Box 1351
Florence,SC29503 		None PC General Support 50,000

Pendleton Place Inc

1133 Pendleton Street
Greenville,SC29601 		None PC General Support 65,000

Phoenix Employment Services of Wilmington Inc

621 North 4th Street
Wilmington,NC28401 		None PC General Support 50,000

Piedmont Augusta Foundation

2260 Wrightsboro Road
Augusta,GA30904 		None PC Mobile Mammography 75,000

Pisgah Legal Services

PO Box 2276
Asheville,NC28802 		None PC General Support 150,000

Pro Bono Legal Services Inc

122 Church Street
Charleston,SC29401 		None PC General Support 50,000

Promising Pages Inc

4020 Yancey Road
Charlotte,NC28217 		None PC General Support 15,000

Public Education Partners

225 S Pleasantburg Drive Ste E6
Greenville,SC29607 		None PC Make Summer Count 25,000

Public School Forum of North Carolina

PO Box 18284
Raleigh,NC27619 		None PC School Programs and Center for Resilience & Learning 100,000

Queens University of Charlotte

1900 Selwyn Avenue
Charlotte,NC28207 		None PC Queens Hillel 30,000

Ramah Darom Inc

6400 Powers Ferry Road Suite 215
Atlanta,GA30339 		None PC Kadima! Campaign 200,000

Ramah Darom Inc

6400 Powers Ferry Road Suite 215
Atlanta,GA30339 		None PC General Support 75,000

Reach Out and Read Inc

PO Box 2372
Matthews,NC28106 		None PC Reach Out and Read Carolinas 120,000

Read and Feed

PO Box 5865
Cary,NC27512 		None PC General Support 25,000

Read Charlotte

220 North Tryon Street
Charlotte,NC28202 		None PC General Support 200,000

Reading Connections Inc

415 N Edgeworth Street Suite 130
Greensboro,NC27401 		None PC General Support 30,000

Ready for School Ready for Life

PO Box 13844
Greensboro,NC27415 		None PC General Support 100,000

Rebuild Upstate

PO Box 8693
Greenville,SC29604 		None PC General Support 30,000

Rebuilding Together of Greater Charlotte

9801 Southern Pine Blvd Suite E
Charlotte,NC28273 		None PC General Support 20,000

Rebuilding Together of the Triangle

PO Box 4099
Cary,NC27519 		None PC General Support 50,000

Renaissance West Community Initiative

3610 Nobles Avenue
Charlotte,NC28208 		None PC General Support 80,000

Right Moves for Youth

2211 Executive Street Suite E
Charlotte,NC28208 		None PC General Support 55,000

Ronald McDonald House Charities of Charleston SC Inc

81 Gadsden Street
Charleston,SC29401 		None PC General Support 40,000

Ronald McDonald House Charities of Greater Charlotte Inc

1613 E Morehead Street
Charlotte,NC28207 		None PC General Support 75,000

Ronald McDonald House Charities of the Triangle

506 Alexander Avenue
Durham,NC27705 		None PC General Support 50,000

Roof Above

PO Box 31335
Charlotte,NC282311335 		None PC General Support 250,000

Roper St Francis Foundation

100 Calhoun Street Suite 210
Charleston,SC29401 		None PC Transitions Clinic 150,000

Rowan Helping Ministries

226 N Long St
Salisbury,NC28144 		None PC Capital Campaign 100,000

Rowan Helping Ministries

226 N Long St
Salisbury,NC28144 		None PC General Support 50,000

Safe Alliance

601 E 5th St Suite 400
Charlotte,NC28202 		None PC General Support 100,000

Safe Harbor Inc

PO Box 174
Greenville,SC29602 		None PC Capital Campaign 100,000

Safe Harbor Inc

PO Box 174
Greenville,SC29602 		None PC General Support 35,000

SAFEChild

864 W Morgan St
Raleigh,NC27603 		None PC Champion Our Children Campaign 50,000

SAFEChild

864 W Morgan St
Raleigh,NC27603 		None PC General Support 55,000

Salvation Army of Wake County

1863 Capital Blvd
Raleigh,NC27604 		None PC General Support 50,000

Samaritan Colony Incorporated

136 Samaritan Drive
Rockingham,NC28379 		None PC General Support 25,000

Samaritan Health Center Inc

PO Box 51339
Durham,NC27717 		None PC General Support 30,000

Samaritan House Inc

611 FORTUNE ST
CHARLOTTE,NC28205 		None PC General Support 25,000

Samaritan Ministries

414 E Northwest Blvd
WinstonSalem,NC27105 		None PC General Support 45,000

Sandra and Leon Levine Jewish Community Center Inc

5007 Providence Road
Charlotte,NC28226 		None PC General Support 40,000

Second Harvest Food Bank of Metrolina Inc

500 SPRATT ST STE B
CHARLOTTE,NC28206 		None PC Salisbury Facility 83,333

Second Harvest Food Bank of Metrolina Inc

500 SPRATT ST STE B
CHARLOTTE,NC28206 		None PC General Support 200,000

Second Harvest Food Bank of Northwest NC

3330 Shorefair Drive
WinstonSalem,NC27105 		None PC Capital Campaign 116,668

Second Harvest Food Bank of Northwest NC

3330 Shorefair Drive
WinstonSalem,NC27105 		None PC General Support 125,000

SECU Family House at UNC Hospitals

123 Old Mason Farm Road
Chapel Hill,NC27517 		None PC General Support 75,000

Senior PharmAssist

406 Rigsbee Ave Suite 201
Durham,NC27701 		None PC General Support 30,000

Senior Resources Inc

2817 MILLWOOD AVE
COLUMBIA,SC29205 		None PC General Support 45,000

Senior Services Inc

2895 Shorefair Drive
WinstonSalem,NC27105 		None PC Creative Connections Capital Campaign 100,000

Senior Services Inc

2895 Shorefair Drive
WinstonSalem,NC27105 		None PC General Support 125,000

Shelter Health Services Inc

534 Spratt Street
Charlotte,NC28206 		None PC General Support 40,000

Sistercare Inc

PO Box 1029
Columbia,SC29202 		None PC General Support 35,000

Smith Medical Clinic Inc

99 Baskervill Dr
Pawleys Island,SC29585 		None PC General Support 50,000

South Carolina Center for Fathers and Families

2711 Middleburg Drive Suite 111
Columbia,SC29204 		None PC General Support 75,000

Spartanburg Academic Movement

349 E Main Street 101
Spartanburg,SC29302 		None PC Movement 2030 500,000

Spartanburg Regional Foundation - AccessHealth Spartanburg

101 East Wood Street
Spartanburg,SC29303 		None PC AccessHealth Spartanburg 60,000

St Lukes Free Medical Clinic Inc

162 N Dean Street
Spartanburg,SC29302 		None PC General Support 40,000

StepUp Durham

112 Broadway Street Suite B
Durham,NC27701 		None PC General Support 25,000

StepUp Ministry

1701 Oberlin Road
Raleigh,NC27608 		None PC General Support 65,000

Student U

600 East Umstead Street
Durham,NC27701 		None PC General Support 100,000

Supportive Housing Communities

601 East 5th Street Suite 255
Charlotte,NC28202 		None PC General Support 75,000

Synagogue Emanu-El

5 Windsor Drive
Charleston,SC29407 		None PC General Support 15,000

TABLE Inc

209 E Main St
Carrboro,NC27510 		None PC General Support 40,000

Teen Health Connection Inc

3541 Randolph Road Suite 206
Charlotte,NC28211 		None PC General Support 30,000

Temple Beth El

5101 Providence Road
Charlotte,NC28226 		None PC General Support 40,000

Temple Emanuel (WS)

201 OAKWOOD DR
WINSTON SALEM,NC27103 		None PC General Support 35,000

Temple Israel

4901 Providence Road
Charlotte,NC28226 		None PC General Support 45,000

Temple of Israel

400 Spring Forest Road
Greenville,SC29615 		None PC General Support 10,000

Terrie Hess Child Advocacy Center

130 Woodson St
Salisbury,NC28144 		None PC General Support 20,000

The Center for Community Transitions

PO Box 33533
Charlotte,NC28233 		None PC General Support 65,000

The Cindy Platt Boys & Girls Club of Translyvania County

11 Gallimore Road
Brevard,NC28712 		None PC Capital Campaign 125,000

The Cindy Platt Boys & Girls Club of Translyvania County

11 Gallimore Road
Brevard,NC28712 		None PC Capital Campaign 125,000

The Community Empowerment Fund

208 N Columbia St Suite 100
BlackAfrican American,NC27514 		None PC General Support 35,000

The Family Violence Prevention Center Inc

1012 Oberlin Road Suite 100
Raleigh,NC27605 		None PC General Support 60,000

The Free Medical Clinic

1875 Harden Street
Columbia,SC29204 		None PC General Support 50,000

The Green Chair Project Inc

1853 Capital Boulevard
Raleigh,NC27604 		None PC General Support 40,000

The Hunger and Health Coalition Inc

PO Box 1837
Boone,NC28607 		None PC General Support 40,000

The Interactive Resource Center Inc

PO Box 20568
Greensboro,NC27420 		None PC General Support 25,000

The Lee Institute

400 Hermitage Road
Charlotte,NC28207 		None PC The Leon Levine Center for Advancing Leadership 100,000

The Relatives Inc

The Relatives PO Box 667757
Charlotte,NC28266 		None PC Capital Campaign 50,000

The Relatives Inc

The Relatives PO Box 667757
Charlotte,NC28266 		None PC General Support 75,000

The Salvation Army of Greater Charlotte

4015 Stuart Andrew Boulevard
Charlotte,NC28217 		None PC Housing Programs 125,000

The Salvation Army of Greensboro

1001 Freeman Mill Road
Greensboro,NC27265 		None PC General Support 50,000

The Salvation Army of Greenville SC

PO Box 1237
Greenville,SC29602 		None PC General Support 60,000

The Western Youth Network Inc

134 Doctors Drive
Boone,NC28607 		None PC General Support 40,000

Thompson Child & Family Focus Inc

6800 St Peters Lane
Matthews,NC28105 		None PC General Support 180,000

Transitions-Midlands Housing Alliance

2025 Main Street
Columbia,SC29201 		None PC General Support 60,000

Triangle Family Services Inc

3937 Western Blvd
Raleigh,NC27606 		None PC General Support 70,000

Trident Literacy Association

6185 - D Rivers Avenue
North Charleston,SC29406 		None PC General Support 25,000

Turning Point Inc

PO Box 952
Monroe,NC28111 		None PC General Support 60,000

Union County Community Shelter

160 Meadow Street
Monroe,NC28110 		None PC General Support 40,000

Union County Crisis Assistance Ministry Inc

PO Box 1121
Monroe,NC28111 		None PC General Support 50,000

Union for Reform Judaism

633 Third Ave 7th Floor
New York,NY10017 		None PC 6 Points Sports Academy NC (NC/SC Camper Scholarships) 25,000

Union for Reform Judaism

633 Third Ave 7th Floor
New York,NY10017 		None PC Camp Coleman 30,000

Union-Anson County Habitat for Humanity Inc

PO Box 1688
Monroe,NC28111 		None PC General Support 20,000

United Jewish Charities of Greater Charlotte Inc

5007 Providence Road Suite 101
Charlotte,NC28226 		None PC Levine Sklut Library Capital Campaign 100,000

Birthright Israel Foundation

711 3rd Avenue 10th Floor
New York,NY10017 		None PC NC and SC Participants 225,000

United Jewish Charities of Greater Charlotte Inc

5007 Providence Road Suite 101
Charlotte,NC28226 		None PC General Support 1,000,000

United Jewish Charities of Greater Charlotte Inc

5007 Providence Road Suite 101
Charlotte,NC28226 		None PC Operation Swords of Iron Emergency Campaign/Local Fund 1,000,000

United Jewish Charities of Greater Charlotte Inc

5007 Providence Road Suite 101
Charlotte,NC28226 		None PC Outshine Hate 100,000

United Ministries

606 Pendleton Street
Greenville,SC29601 		None PC General Support 75,000

United Way of Asheville and Buncombe County Inc

50 South French Broad Avenue
Asheville,NC28801 		None PC Community Schools 75,000

United Way of Forsyth County

301 N Main St Ste 1700
WinstonSalem,NC27101 		None PC Place Matters 75,000

United Way of Greater Charlotte

601 E 5th St Suite 350
Charlotte,NC28202 		None PC Unite Charlotte and United Neighborhoods 200,000

United Way of Greater Greensboro Inc

1500 Yanceyville Street
Greensboro,NC27405 		None PC Family Success Centers 75,000

United Way of Greenville County

105 Edinburgh Ct 2529
Greenville,SC29607 		None PC OnTrack Greenville 100,000

United Way of Pickens County

PO Box 96
Easley,SC29641 		None PC Camp iRock 20,000

United Way of the Greater Triangle

PO Box 110583
Durham,NC27703 		None PC Equity in Leadership 75,000

WellPartners Dental and Eye Health

1818 Blanding Street
Columbia,SC29201 		None PC WellPartners Dental and Eye Health 75,000

Upstate Warrior Solution

PO Box 27232
Greenville,SC29616 		None PC General Support 70,000

Urban League of Central Carolinas Inc

740 West 5th Street
Charlotte,NC28202 		None PC General Support 75,000

Urban Ministries of Durham

410 LIBERTY STREET
DURHAM,NC27701 		None PC General Support 75,000

Urban Ministries of Wake County Inc

1390 Capital Boulevard
Raleigh,NC27603 		None PC General Support 65,000

UrbanPromise Charlotte

PO Box 12213
Charlotte,NC28220 		None PC General Support 75,000

Vecinos Inc

3971 Little Savannah Road 173 HHS
Cullowhee,NC28723 		None PC The Health & Wellness Hub 250,000

Veterans Bridge Home Inc

5260 Parkway Plaza Boulevard Suite
Charlotte,NC28217 		None PC General Support 150,000

Vision To Learn

12100 Wilshire Blvd Suite 1275
Los Angeles,CA90272 		None PC Vision To Learn Charleston 50,000

Volunteers in Medicine Clinic

15 Northridge Drive
Hilton Head Island,SC29926 		None PC General Support 100,000

Wake County Boys & Girls Club

701 N Raleigh Boulevard
Raleigh,NC27610 		None PC General Support 55,000

Wake Forest University Health Sciences

1920 W First Street Piedmont Plaza
Winston Salem,NC27104 		None PC Care Plus - Expansion to Pregnant Patients 200,000

Wake Health Services Inc DBA Advance Community Health

Advance Community Health 1001 Rock
Raleigh,NC27610 		None PC Mobile Medicine 50,000

WakeMed Foundation

WakeMed Foundation 3000 New Bern A
Raleigh,NC27610 		None PC Pediatric Weight Management Programming 100,000

Wayfinders

PO Box 220311
Charlotte,NC28222 		None PC General Support 30,000

Welvista

121 Greystone Blvd
Columbia,SC29210 		None PC General Support 75,000

Western Carolina Medical Society Inc

304 Summit St
Asheville,NC28803 		None PC Project Access 50,000

Wilmington Area Rebuilding Ministry Inc

909 Market Street
Wilmington,NC28401 		None PC General Support 50,000

Windwood Farm Home For Children Inc

4857 Windwood Farm Road
Awendaw,SC29429 		None PC General Support 25,000

WINGS for Kids

476 Meeting Street Suite E
Charleston,SC29403 		None PC School Programs 35,000

Year Up Inc

PO Box 412812
Boston,MA02241 		None PC Year Up Charlotte 50,000

YMCA of Greater Charlotte

400 East Morehead Street
Charlotte,NC28202 		None PC Y Readers and Summer Literacy Infusion 75,000

York County First Steps to School Readiness

PO Box 969
Rock Hill,SC29731 		None PC General Support 50,000

Young Men United

1818 Blanding Street
Columbia,SC29201 		None PC General Support 50,000

Young Women's Christian Association of the Central Carolinas Inc

3420 Park Road
Charlotte,NC28209 		None PC General Support 70,000

Youth Villages

8604 Cliff Cameron Drive Suite 152
Charlotte,NC28269 		None PC North Carolina General Support 75,000
Total .................................right arrow 3a 42,183,334
bApproved for future payment

A Child's Haven Inc
20 Martin Drive
Greenville,SC29617 		  PC General Support 100,000

Ada Jenkins Families and Career Development Center Inc
PO Box 1842
Davidson,NC28036 		  PC General Support 130,000

Addlestone Hebrew Academy
1675 Raoul Wallenberg Blvd
Charleston,SC29407 		  PC General Support 30,000

Affinity Health Center
455 Lakeshore Parkway
Rock Hill,SC29730 		  PC General Support 40,000

Alexander Youth Network
6220 Thermal Road
Charlotte,NC28211 		  PC General Support 250,000

Alliance Medical Ministry
101 Donald Ross Dr
Raleigh,NC27610 		  PC General Support 50,000

Anderson Free Clinic
414 North Fant Street
Anderson,SC29621 		  PC General Support 60,000

Ashure Ministry
PO Box 31
Newton,NC28658 		  PC General Support 60,000

Atrium Health Foundation
7800 Providence Rd Suite 208
Charlotte,NC28226 		  PC Sandra & Leon Levine Child & Adolescent Psychiatry Fellowshi 2,500,000

Augustine Literacy Project - Charlotte
115 W 7th Street
Charlotte,NC28202 		  PC ALP Digital Platform 250,000

Augustine Literacy Project - Charlotte
115 W 7th Street
Charlotte,NC28202 		  PC General Support 150,000

Barrier Islands Free Medical Clinic
3226 Maybank Highway Bldg C
Johns Island,SC29455 		  PC General Support 100,000

Big Brothers Big Sisters of Central Carolinas
8514 McAlpine Park Drive Suite 130
Charlotte,NC28211 		  PC General Support 60,000

Big Brothers Big Sisters of the Lowcountry
3324 Rivers Avenue Suite 101
Charleston,SC29405 		  PC General Support 80,000

Blue Ridge Community Health Services Inc
220 5th Avenue East
Hendersonville,NC28792 		  PC School-Based Health Infrastructure 320,000

B'nai B'rith Youth Organization Inc
529 14th Street NW - Suite 705
Washington,DC20045 		  PC Eastern Region 50,000

Book Harvest
2501 University Drive
Durham,NC27707 		  PC General Support 300,000

Boys & Girls Club of Cabarrus County Inc
PO Box 1405
Concord,NC28026 		  PC General Support 150,000

Boys & Girls Club of Cleveland County
P O Box 2001
Shelby,NC28151 		  PC General Support 30,000

Boys & Girls Clubs of Greater Gaston
PO Box 23
Gastonia,NC28053 		  PC General Support 100,000

Cabarrus Cooperative Christian Ministry
PO Box 1717
Concord,NC280261717 		  PC Capital Campaign 200,000

Cabarrus Cooperative Christian Ministry
PO Box 1717
Concord,NC280261717 		  PC General Support 120,000

Cabarrus Meals on Wheels Inc
342 Penny Lane
Concord,NC28025 		  PC General Support 90,000

Cabarrus Victims Assistance Network
PO Box 1749
Concord,NC28026 		  PC General Support 40,000

Camino Community Development Corporation
133 Stetson Drive
Charlotte,NC28262 		  PC Camino Clinic 160,000

Camp Judaea Inc
1440 Spring Street
Atlanta,GA30309 		  PC General Support 90,000

Cape Fear Clinic Inc
1605 Doctors Circle
Wilmington,NC28401 		  PC General Support 100,000

Caring House
2625 Pickett Road
Durham,NC27705 		  PC Capital Campaign 250,000

Carolina Youth Coalition
6035 Florence Avenue Suite 200
Charlotte,NC28212 		  PC The Flourishing Fund 400,000

Carousel Center Inc
1501 Dock St
Wilmington,NC28401 		  PC General Support 35,000

Catherine's House
PO Box 1633
Belmont,NC28012 		  PC General Support 20,000

Catholic Charities Diocese of Charlotte
1123 South Church Street
Charlotte,NC28203 		  PC General Support 70,000

CCClinic Inc dba Community Care Clinic of Boone
141 Health Center Drive Suite B
Boone,NC28607 		  PC General Support 50,000

Center for Child and Family Health Inc
1121 W Chapel Hill St Suite 100
Durham,NC27701 		  PC General Support 65,000

Changed Choices
PO Box 34367
Charlotte,NC28234 		  PC General Support 30,000

Charleston Jewish Federation
176 Croghan Spur Rd Suite 100
Charleston,SC29407 		  PC General Support 150,000

Charlotte Center for Legal Advocacy
PO Box 25558
Charlotte,NC28229 		  PC General Support 200,000

Charlotte Jewish Day School Inc
5007 Providence RoadBuilding E Suit
e 110
Charlotte,NC28226 		  PC General Support 50,000

Charlotte Mecklenburg Library Foundation
300 East 7th Street
Charlotte,NC28202 		  PC Capital Campaign 800,000

Charlotte Speech and Hearing Center Inc
817 E Morehead Street Ste 100
Charlotte,NC28202 		  PC General Support 140,000

Charlotte Symphony Orchestra Society Inc
128 South Tryon Street Suite 350
Charlotte,NC28202 		  PC Capital Campaign 1,600,000

Child Welfare Innovation Inc
1452 Dorchester Avenue
Boston,MA02122 		  PC OPT-In For Families 666,667

Children's Home Society of North Carolina Inc
604 Meadow Street
Greensboro,NC27405 		  PC Capacity Building 750,000

Children's Hope Alliance
194 Barium Springs Drive
Statesville,NC28677 		  PC General Support 100,000

Classroom Central Inc
2116 Wilkinson Blvd
Charlotte,NC28208 		  PC General Support 150,000

Coastal Horizons Center Inc
615 Shipyard Blvd
Wilmington,NC28412 		  PC General Support 60,000

Code The Dream Inc
201 West Main Street Suite 100
Durham,NC27701 		  PC North Carolina Benefits Screener 375,000

Common Wealth Charlotte Inc
5301 Wilkinson Boulevard
Charlotte,NC28208 		  PC General Support 200,000

Communities In Schools Chatham County
PO Box 903
Siler City,NC27344 		  PC General Support 60,000

Communities In Schools of North Carolina
222 North Person Street
Raleigh,NC27601 		  PC Direct Services Programs 50,000

Communities in Schools of South Carolina
1691 Turnbull Ave Suite 200
North Charleston,SC29405 		  PC Community School Model Expansion 800,000

Communities in Schools of South Carolina
1691 Turnbull Ave Suite 200
North Charleston,SC29405 		  PC General Support 200,000

Communities In Schools of Wake County
971 Harp Street
Raleigh,NC27604 		  PC General Support 25,000

Community Care Center for Forsyth County
2135 New Walkertown Road
WinstonSalem,NC27101 		  PC General Support 60,000

Community Care Clinic of Rowan County
315 Mocksville Ave Suite G
Salisbury,NC28144 		  PC General Support 120,000

Community Clinic of High Point Inc
PO Box 5607
High Point,NC27262 		  PC General Support 60,000

Community Free Clinic
528 Lake Concord Rd NE
Concord,NC28025 		  PC General Support 35,000

Congregation Beth Israel
425 Summit Drive
Greenville,SC29609 		  PC General Support 10,000

Conway Hospital Foundation Inc
300 Singleton Ridge Rd
Conway,SC29526 		  PC Mobile Medicine 120,000

Council for Children's Rights Inc
601 East Fifth St Ste 450
Charlotte,NC28202 		  PC General Support 250,000

Council on Aging in Union County
1401 Skyway Drive
Monroe,NC28110 		  PC General Support 30,000

Crisis Assistance Ministry
500-A Spratt St
Charlotte,NC28206 		  PC General Support 150,000

Crisis Control Ministry Inc
200 East 10th Street
WinstonSalem,NC27101 		  PC General Support 120,000

Crosby Scholars Community Partnership
2701 University Parkway
WinstonSalem,NC27105 		  PC General Support 150,000

Crossnore Communities for Children
PO Box 249
Crossnore,NC28616 		  PC General Support 300,000

Davidson Medical Ministries Clinic Inc
PO Box 584
Lexington,NC27293 		  PC General Support 15,000

Diakonos Inc
PO Box 5217
Statesville,NC28687 		  PC General Support 25,000

Duke University
Jewish Life at Duke Box 90936
Durham,NC27708 		  PC Jewish Life at Duke 35,000

E2D Inc
PO Box 1299
Davidson,NC28036 		  PC General Support 50,000

East Cooper Community Outreach
1145 Six Mile Road
Mount Pleasant,SC29466 		  PC General Support 75,000

Elon University
Campus Box 2615
Elon,NC27244 		  PC Elon University Hillel 40,000

Families Together Inc
PO Box 14395
Raleigh,NC27620 		  PC General Support 50,000

Foundation For The Carolinas
220 N Tryon Street
Charlotte,NC28202 		  PC Hugh McColl Park 400,000

Gaston Family Health Services Inc dba Kintegra Health
200 E 2nd Avenue
Gastonia,NC28052 		  PC General Support 150,000

Georgetown Memorial Hospital dba Tidelands Health
606 Black River Road
Georgetown,SC29440 		  PC Tidelands Community Care Network 150,000

Good Shepherd Ministries of Wilmington Inc
811 Martin St
Wilmington,NC28401 		  PC General Support 90,000

Greater Hickory Cooperative Christian Ministry
31 1st Avenue SE
Hickory,NC28602 		  PC General Support 50,000

GreenLight Fund
50 Milk Street
Boston,MA02109 		  PC Charlotte Fund II 500,000

Greensboro Urban Ministry
305 West Gate City Boulevard
Greensboro,NC27406 		  PC General Support 50,000

Greenville Free Medical Clinic Inc
PO Box 8993
Greenville,SC29604 		  PC General Support 160,000

Habitat for Humanity Cabarrus County
8 Church Street South Suite 101
Concord,NC28025 		  PC General Support 60,000

Habitat for Humanity Forsyth County
1023 West 14th Street
WinstonSalem,NC27105 		  PC General Support 60,000

Habitat for Humanity of Catawba Valley Inc
PO Box 9475
Hickory,NC28603 		  PC General Support 40,000

Habitat for Humanity of Greater Greensboro Inc
3826 W Gate City Blvd
Greensboro,NC27407 		  PC General Support 50,000

Healthquest of Union County Inc
415 E Franklin Street
Monroe,NC28112 		  PC General Support 40,000

HealthReach Community Clinic
PO Box 1265
Mooresville,NC28115 		  PC General Support 60,000

Healthy Smiles of Spartanburg Inc
P O Box 1441
Spartanburg,SC29304 		  PC General Support 90,000

HEART Math Tutoring Inc
PO Box 30623
Charlotte,NC28230 		  PC General Support 200,000

Helping Hand of Myrtle Beach Inc
PO Box 2886
Myrtle Beach,SC29578 		  PC General Support 20,000

Helping Hands Clinic Inc
810 Harper Avenue NW
Lenoir,NC28645 		  PC General Support 40,000

Helpmate Inc
PO Box 2263
Asheville,NC28802 		  PC General Support 60,000

Helps Education Fund
2020 Progress Ct Ste 100-128
Raleigh,NC27608 		  PC General Support 50,000

Hope Center for Children
PO Box 1731
Spartanburg,SC29304 		  PC General Support 60,000

Hope Haven Inc
3815 N Tryon Street
Charlotte,NC28206 		  PC General Support 75,000

Hopeful Horizons
PO Box 1775
Beaufort,SC29901 		  PC General Support 140,000

Hospice & Palliative Care Charlotte Region DBA VIA Health Partners
7845 Little Avenue
Charlotte,NC28226 		  PC General Support 75,000

Hospitality House of Northwest North Carolina
PO Box 309
Boone,NC28607 		  PC General Support 40,000

House of Hope of the Pee Dee
1020 West Darlington Street
Florence,SC29501 		  PC General Support 30,000

Housing for New Hope Inc
18 West Colony Place Suite 250
Durham,NC27705 		  PC General Support 50,000

Imprints Cares
711 Coliseum Plaza Court
WinstonSalem,NC27106 		  PC General Support 75,000

InReach
4530 Park Road Suite 300
Charlotte,NC28209 		  PC General Support 100,000

Institute for Philanthropic Leadership
1235 East Boulevard Box 235 E
Charlotte,NC28203 		  PC Endowment Campaign - MM 10,000

Institute of Southern Jewish Life Inc
PO Box 16528
Jackson,MS39236 		  PC General Support 50,000

Inter-Faith Food Shuttle
1001 Blair Drive Suite 120
Raleigh,NC27603 		  PC General Support 150,000

International House of Metrolina Inc
1611 E 7th Street
Charlotte,NC28205 		  PC General Support 100,000

Jewish Agency for Israel - North American Council
633 3rd Avenue 21st floor
New York,NY10017 		  PC Israel Fellow at Wake Forest, Elon & High Point Universities 50,000

Jewish Community Center of Asheville
236 Charlotte Street
Asheville,NC28801 		  PC General Support 40,000

Jewish Family Services of Greater Charleston
176 Croghan Spur Road Suite 103
Charleston,SC29407 		  PC General Support 25,000

Jewish Family Services of WNC Inc
53 S French Broad Ave
Asheville,NC28801 		  PC General Support 40,000

Jewish Federation of Greater Atlanta
1440 Spring Street NW
Atlanta,GA30309 		  PC Holocaust Survivor Support Fund 75,000

Jewish Preschool on Sardis
6619 Sardis Road
Charlotte,NC28270 		  PC General Support 40,000

Judea Reform Congregation
1933 West Cornwallis Road
Durham,NC27705 		  PC General Support 70,000

Kehillah Synagogue
1200 Mason Farm Road
Chapel Hill,NC27514 		  PC General Support 40,000

Kids on Point Inc
PO Box 22731
Charleston,SC29413 		  PC General Support 100,000

KinderMourn Inc
1320 Harding Place
Charlote,NC28204 		  PC General Support 60,000

Little River Medical Center Inc
P O Box 547
Little River,SC29566 		  PC General Support 55,000

Local Initiatives Support Corporation
28 Liberty Street 34th Floor
New York,NY10005 		  PC Charlotte Housing Opportunity Investment Fund (CHOIF) II 800,000

Lowcountry Food Bank
2864 Azalea Drive
Charleston,SC29405 		  PC General Support 125,000

Lucy Daniels Center
9003 Weston PKWY
Cary,NC27513 		  PC General Support 50,000

Make-A-Wish Foundation of South Carolina
225 S Pleasantburg Drive Suite C17
Greenville,SC29607 		  PC General Support 50,000

MANNA FoodBank Inc
627 Swannanoa River Road Asheville
NC 28805
Asheville,NC28805 		  PC General Support 200,000

Matthews Free Medical Clinic
196 S Trade Street
Matthews,NC28105 		  PC General Support 40,000

McLeod Medical Center Foundation
300 South Dargan Street
Florence,SC29506 		  PC McLeod Cancer Clinic 100,000

Meals on Wheels Durham
2522 Ross Rd
Durham,NC27703 		  PC General Support 60,000

Meals on Wheels of Greenville Inc
15 Oregon Street
Greenville,SC29605 		  PC General Support 100,000

Meals on Wheels of Rowan Inc
PO Box 1914
Salisbury,NC28145 		  PC General Support 80,000

Meals on Wheels of Wake County Inc
1001 Blair Dr Suite 100
Raleigh,NC27603 		  PC General Support 50,000

Mental Illness Recovery Center Inc
2750 Laurel St
Columbia,SC29204 		  PC Capital Campaign 150,000

Mental Illness Recovery Center Inc
2750 Laurel St
Columbia,SC29204 		  PC General Support 200,000

Merkos Linyonei Chinuch Lubavitch of North Carolina Inc
6619 Sardis Rd
Charlotte,NC28270 		  PC General Support 30,000

Metanoia
2005 Reynolds Ave
North Charleston,SC29405 		  PC General Support 75,000

Methodist Home for Children
1041 Washington Street
Raleigh,NC27605 		  PC General Support 300,000

Mobile Meal Service of Spartanburg County Inc
PO Box 461
Spartanburg,SC29304 		  PC General Support 50,000

Moore Free & Charitable Clinic Inc
211 Trimble Plant Road Suite C
Southern Pines,NC28387 		  PC General Support 150,000

Mountain Area Health Education Center
121 Hendersonville Road
Asheville,NC28803 		  PC Pediatric Dentistry & School Smiles Program 150,000

myFutureNC Inc
PO Box 26246
Raleigh,NC27611 		  PC General Support 300,000

NC Performing Arts Center Fdn
130 North Tryon Street
Charlotte,NC28202 		  PC Community Programs 300,000

New Directions of Horry County Inc
P O Box 2922 1005 Osceola Street
Myrtle Beach,SC29578 		  PC General Support 50,000

New Hanover Regional Medical Center
2131 S 17th St
Wilmington,NC28401 		  PC Community Engagement Program 150,000

New Hope Clinic Inc
201 W Boiling Spring Rd
Southport,NC28461 		  PC General Support 30,000

New Morning Foundation
1501 Main Street Suite 150
Columbia,SC29201 		  PC General Support 75,000

North Carolina Hillel Foundation
210 West Cameron Ave
Chapel Hill,NC27516 		  PC General Support 140,000

NourishNC Inc
3606 Market St
Wilmington,NC28403 		  PC General Support 25,000

Oak City Cares Inc
1430 S WILMINGTON ST
RALEIGH,NC27603 		  PC General Support 70,000

OneTable
228 Park Ave S Ste 77191
New York,NY10003 		  PC Carolinas 200,000

OnTrack Financial Education & Counseling
50 South French Broad Avenue
Asheville,NC28801 		  PC General Support 50,000

Open Door Ministries of High Point
400 North Centennial Street
High Point,NC27262 		  PC General Support 40,000

OpenDoors of Asheville
290 Haywood Rd Suite 204
Asheville,NC28806 		  PC General Support 130,000

Operation Home
3973 Rivers Avenue Suite 104
North Charleston,SC29405 		  PC General Support 40,000

Palmetto Community Health Care Center
PO Box 3123
Rock Hill,SC29732 		  PC General Support 50,000

Palmetto Goodwill
2150 Eagle Drive Building 100
North Charleston,SC29406 		  PC Workforce Development Services 50,000

ParentChild
242 West 30th Street Suite 1100
New York,NY10001 		  PC Carolinas Programs 200,000

Pendleton Place Inc
1133 Pendleton Street
Greenville,SC29601 		  PC General Support 65,000

Pisgah Legal Services
PO Box 2276
Asheville,NC28802 		  PC General Support 300,000

Pro Bono Legal Services Inc
122 Church Street
Charleston,SC29401 		  PC General Support 50,000

Public Education Partners
225 S Pleasantburg Drive Ste E6
Greenville,SC29607 		  PC Make Summer Count 50,000

Queens University of Charlotte
1900 Selwyn Avenue
Charlotte,NC28207 		  PC Queens Hillel 120,000

Reach Out and Read Inc
PO Box 2372
Matthews,NC28106 		  PC Reach Out and Read Carolinas 240,000

Read Charlotte
220 North Tryon Street
Charlotte,NC28202 		  PC General Support 400,000

Reading Connections Inc
415 N Edgeworth Street Suite 130
Greensboro,NC27401 		  PC General Support 30,000

Ready for School Ready for Life
PO Box 13844
Greensboro,NC27415 		  PC General Support 100,000

Rebuild Upstate
PO Box 8693
Greenville,SC29604 		  PC General Support 60,000

Rebuilding Together of the Triangle
PO Box 4099
Cary,NC27519 		  PC General Support 50,000

Right Moves for Youth
2211 Executive Street Suite E
Charlotte,NC28208 		  PC General Support 55,000

Ronald McDonald House Charities of Greater Charlotte Inc
1613 E Morehead Street
Charlotte,NC28207 		  PC General Support 150,000

Roof Above
PO Box 31335
Charlotte,NC282311335 		  PC General Support 500,000

Roper St Francis Foundation
100 Calhoun Street Suite 210
Charleston,SC29401 		  PC Transitions Clinic 300,000

Rowan Helping Ministries
226 N Long St
Salisbury,NC28144 		  PC Capital Campaign 100,000

Rowan Helping Ministries
226 N Long St
Salisbury,NC28144 		  PC General Support 100,000

Safe Harbor Inc
PO Box 174
Greenville,SC29602 		  PC Capital Campaign 200,000

Safe Harbor Inc
PO Box 174
Greenville,SC29602 		  PC General Support 35,000

SAFEChild
864 W Morgan St
Raleigh,NC27603 		  PC General Support 55,000

Samaritan Health Center Inc
PO Box 51339
Durham,NC27717 		  PC General Support 60,000

Samaritan House Inc
611 FORTUNE ST
CHARLOTTE,NC28205 		  PC General Support 50,000

Samaritan Ministries
414 E Northwest Blvd
WinstonSalem,NC27105 		  PC General Support 90,000

Sandra and Leon Levine Jewish Community Center Inc
5007 Providence Road
Charlotte,NC28226 		  PC General Support 40,000

Second Harvest Food Bank of Northwest NC
3330 Shorefair Drive
WinstonSalem,NC27105 		  PC General Support 125,000

SECU Family House at UNC Hospitals
123 Old Mason Farm Road
Chapel Hill,NC27517 		  PC General Support 150,000

Senior PharmAssist
406 Rigsbee Ave Suite 201
Durham,NC27701 		  PC General Support 30,000

Smith Medical Clinic Inc
99 Baskervill Dr
Pawleys Island,SC29585 		  PC General Support 100,000

South Carolina Center for Fathers and Families
2711 Middleburg Drive Suite 111
Columbia,SC29204 		  PC General Support 75,000

Spartanburg Academic Movement
349 E Main Street 101
Spartanburg,SC29302 		  PC Movement 2030 2,000,000

Spartanburg Regional Foundation
101 East Wood Street
Spartanburg,SC29303 		  PC AccessHealth Spartanburg 120,000

St Lukes Free Medical Clinic Inc
162 N Dean Street
Spartanburg,SC29302 		  PC General Support 40,000

StepUp Durham
112 Broadway Street Suite B
Durham,NC27701 		  PC General Support 50,000

StepUp Ministry
1701 Oberlin Road
Raleigh,NC27608 		  PC General Support 130,000

Student U
600 East Umstead Street
Durham,NC27701 		  PC General Support 200,000

Supportive Housing Communities
601 East 5th Street Suite 255
Charlotte,NC28202 		  PC General Support 150,000

TABLE Inc
311 E Main St
Carrboro,NC27510 		  PC General Support 40,000

Teen Health Connection Inc
3541 Randolph Road Suite 206
Charlotte,NC28211 		  PC General Support 60,000

Temple Beth El
5101 Providence Road
Charlotte,NC28226 		  PC General Support 80,000

Temple Emanuel (WS)
201 Oakwood Drive
WinstonSalem,NC27103 		  PC General Support 70,000

Temple of Israel
400 Spring Forest Road
Greenville,SC29615 		  PC General Support 10,000

Terrie Hess Child Advocacy Center
130 Woodson St
Salisbury,NC28144 		  PC General Support 40,000

The Center for Community Transitions
PO Box 560306
Charlotte,NC28256 		  PC General Support 65,000

The Community Empowerment Fund
208 N Columbia St Suite 100
Chapel Hill,NC27514 		  PC General Support 70,000

The Hunger and Health Coalition Inc
PO Box 1837
Boone,NC28607 		  PC General Support 40,000

The Interactive Resource Center Inc
PO Box 20568
Greensboro,NC27420 		  PC General Support 50,000

The Relatives Inc
The Relatives PO Box 667757
Charlotte,NC28266 		  PC General Support 150,000

The Salvation Army of Greater Charlotte
4015 Stuart Andrew Boulevard
Charlotte,NC28217 		  PC Better Future Campaign 750,000

The Salvation Army of Greensboro
1001 Freeman Mill Road
Greensboro,NC27265 		  PC General Support 100,000

Transitions-Midlands Housing Alliance
2025 Main Street
Columbia,SC29201 		  PC General Support 60,000

Turning Point Inc
PO Box 952
Monroe,NC28111 		  PC General Support 120,000

Union County Community Shelter
160 Meadow Street
Monroe,NC28110 		  PC General Support 80,000

Union for Reform Judaism
633 Third Ave 7th Floor
New York,NY10017 		  PC Camp Coleman 30,000

Union-Anson County Habitat for Humanity Inc
PO Box 1688
Monroe,NC28111 		  PC General Support 20,000

United Jewish Charities of Greater Charlotte Inc
5007 Providence Road Suite 101
Charlotte,NC28226 		  PC Charlotte Jewish Community Security Needs 450,000

United Ministries
606 Pendleton Street
Greenville,SC29601 		  PC General Support 150,000

United Way of Asheville and Buncombe County Inc
50 South French Broad Avenue
Asheville,NC28801 		  PC Community Schools 150,000

United Way of Greenville County
105 Edinburgh Ct 2529
Greenville,SC29607 		  PC OnTrack Greenville 100,000

United Way of Pickens County
PO Box 96
Easley,SC29641 		  PC Camp iRock 20,000

United Way of the Greater Triangle
PO Box 110583
Durham,NC27703 		  PC Equity in Leadership 150,000

United Way of the Midlands
1818 Blanding Street
Columbia,SC29201 		  PC WellPartners Dental and Eye Health 150,000

Upstate Warrior Solution
PO Box 27232
Greenville,SC29616 		  PC General Support 140,000

Urban Ministries of Durham
410 LIBERTY STREET
DURHAM,NC27701 		  PC General Support 75,000

UrbanPromise Charlotte
PO Box 12213
Charlotte,NC28220 		  PC General Support 75,000

Veterans Bridge Home Inc
5260 Parkway Plaza Boulevard Suite
110
Charlotte,NC28217 		  PC General Support 150,000

Vision To Learn
12100 Wilshire Blvd Suite 1275
Los Angeles,CA90025 		  PC Vision To Learn Charleston 100,000

Volunteers in Medicine Clinic
15 Northridge Drive
Hilton Head Island,SC29926 		  PC General Support 100,000

Wake County Boys & Girls Club
701 N Raleigh Boulevard
Raleigh,NC27610 		  PC General Support 55,000

WakeMed Foundation
WakeMed Foundation 3000 New Bern Av
enue
Raleigh,NC27610 		  PC Pediatric Weight Management Programming 100,000

Wayfinders
PO Box 220311
Charlotte,NC28222 		  PC General Support 30,000

Welvista
121 Greystone Blvd
Columbia,SC29210 		  PC General Support 75,000

Wilmington Area Rebuilding Ministry Inc
909 Market Street
Wilmington,NC28401 		  PC General Support 50,000

WINGS for Kids
476 Meeting Street Suite E
Charleston,SC29403 		  PC South Carolina After-School Programs 70,000

Year Up
PO Box 412812
Boston,MA02241 		  PC Year Up Charlotte 100,000

YMCA of Greater Charlotte
400 East Morehead Street
Charlotte,NC28202 		  PC Y Readers and Summer Literacy Infusion 150,000

Young Women's Christian Association of the Central Carolinas Inc
3420 Park Road
Charlotte,NC28209 		  PC General Support 100,000
Total ................................. right arrow 3b 33,876,667
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 7,130,232  
4 Dividends and interest from securities ....     14 13,429,080  
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 15,495,742  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMiscellaneous Income 		  11,024   -275,768 -39,612
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 11,024 35,779,286 -39,612
13Total. Add line 12, columns (b), (d), and (e)..................
13
35,750,698
(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.)
11a Miscellaneous Income
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID: 23017437
Software Version: 2023v6.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE LEON LEVINE FOUNDATION
 
Employer identification number

58-1427515
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE LEON LEVINE FOUNDATION
  		Employer identification number
58-1427515
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
L&L Management Inc
 
4600 Park Road Suite 500
 
Charlotte, NC28209

$ 1,373,346


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Leon Levine Interim Tr UAD 12-20-1985 As Amended
 
4600 Park Road Suite 500
 
Charlotte, NC28209

$ 42,012,569


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Leon Levine Interim Tr UAD 12-20-1985 As Amended
 
4600 Park Road Suite 500
 
Charlotte, NC28209

$ 364,654,456


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE LEON LEVINE FOUNDATION
  		Employer identification number

58-1427515
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Investments in Private Equity Funds $ 1,373,346 2024-01-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 Fixed Income, Securities and Partnership Interests $ 42,012,569 2024-03-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 Investments in Private Equity Funds $ 364,654,456 2024-03-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE LEON LEVINE FOUNDATION
  		Employer identification number

58-1427515
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0

TY 2023 AccountingFeesSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 75,692     75,692

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
            26,742      

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Name of Bond End of Year Book Value End of Year Fair Market Value
Investments - Corporate Bonds 185,109,510 180,460,381

TY 2023 InvestmentsCorpStockSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Investments - Corporate Stock 181,125,552 260,897,889

TY 2023 InvestmentsLandSchedule2
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Marglyn Dr     0  

TY 2023 InvestmentsOtherSchedule2
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Farallon Capital Institutional Partners, LP AT COST 1,518,034 80,634
L&L Private Equity, LP AT COST 0 0
L&L Investments, LP AT COST 36,274,204 4,698,061
Arlington IV FMV 8,882,067 8,882,067
Bain Europe IV (Onshore) FMV 2,703,380 2,703,380
Bain Europe V (Onshore) FMV 789,084 789,084
Bain Life Sciences I FMV 4,409,163 4,409,163
BDT III (TE) FMV 21,627,379 21,627,379
BDT III (Onshore) FMV 2,629,992 2,629,992
BDT II (TE) FMV 9,206,455 9,206,455
BDT II (Onshore) FMV 38,330,021 38,330,021
Cap V (Onshore) FMV 945,378 945,378
Cap V (TE) FMV 7,809,311 7,809,311
Carousel V (Onshore) FMV 405,561 405,561
Carousel V (TE) FMV 2,386,840 2,386,840
SOF II (DB Secondaries) (ON) FMV 750,851 750,851
SOF III (DB Secondaries) (TE) FMV 650,503 650,503
Falfurrias Capital Partners II FMV 135,949 135,949
Falfurrias Capital Partners III FMV 5,085,595 5,085,595
Falfurrias Capital Partners IV FMV 11,453,636 11,453,636
Falfurrias Capital Partners V FMV 6,171,402 6,171,402
Genstar IX (TE) FMV 12,447,514 12,447,514
Genstar VII FMV 3,905,821 3,905,821
Genstar VIII (TE) FMV 14,713,109 14,713,109
Genstar VIII (Onshore) FMV 1,782,309 1,782,309
Genstar X (TE) FMV 8,387,734 8,387,734
Genstar XI FMV 106,214 106,214
Glendower IV (Onshore) FMV 656,574 656,574
Glendower IV (TE) FMV 5,405,704 5,405,704
Grain III (Onshore) FMV 760,763 760,763
Grain III (TE) FMV 6,273,702 6,273,702
Greenbriar VI FMV 3,179,587 3,179,587
GSCP VI (Onshore) FMV 88,005 88,005
HIG MM and Coinvest FMV 11,342,523 11,342,523
KAEF VIII FMV 5,033,310 5,033,310
KKR Asia II (Onshore) FMV 953,468 953,468
KKR Asia II (TE) FMV 595,666 595,666
KKR Asia III FMV 8,800,417 8,800,417
KKR Energy (TE) FMV 9,032 9,032
KKR Healthcare I FMV 6,172,411 6,172,411
KKR Healthcare II FMV 3,565,222 3,565,222
MDCP VII (Onshore) FMV 3,722,884 3,722,884
MDCP VII (TE) FMV 1,819,928 1,819,928
NGP IX FMV 2,308 2,308
NGP X FMV 345,837 345,837
NGP XI FMV 1,992,117 1,992,117
NGP XII FMV 4,398,072 4,398,072
North Haven VII (Onshore) FMV 1,351,232 1,351,232
North Haven VII (TE) FMV 11,161,278 11,161,278
Novacap V (TE) FMV 5,689,970 5,689,970
Novacap TMT VI FMV 2,133,905 2,133,905
Pollen Street IV FMV 10,575,609 10,575,609
PEG II FMV 497,886 497,886
PEG III (TE) FMV 181,261 181,261
Revelstoke I and Co-Invest FMV 4,888,010 4,888,010
Revelstoke II FMV 10,729,000 10,729,000
Revelstoke III FMV 4,885,647 4,885,647
Ridgemont III (Onshore) FMV 1,486,253 1,486,253
Ridgemont IV (Onshore) FMV 548,349 548,349
Riverstone IV FMV 1,916 1,916
Riverstone V (Onshore) FMV 261,196 261,196
Riverstone V (TE) FMV 126,906 126,906
Riverstone VI (Onshore) FMV 1,307,425 1,307,425
Riverstone VI (TE) FMV 635,289 635,289
Strategic Partners VIII (TE) FMV 6,509,753 6,509,753
Trilantic VI (Onshore) FMV 915,494 915,494
Trilantic VI (TE) FMV 7,417,477 7,417,477
VP Dislocation II (TE) FMV 6,410,364 6,410,364
Varsity IV (Onshore) FMV 540,260 540,260
Varsity IV (TE) FMV 4,314,609 4,314,609
Veritas VII FMV 12,619,355 12,619,355
Veritas VIII FMV 8,775,484 8,775,484
Vintage VII (Onshore) FMV 629,816 629,816
Vintage VII (TE) FMV 5,254,178 5,254,178
Vintage VIII (Onshore) FMV 1,003,214 1,003,214
Vintage VIII (TE) FMV 8,042,111 8,042,111
WCAS XIII FMV 9,979,395 9,979,395
WCAS XIV FMV 3,489,610 3,489,610
WSCP VII (Onshore) FMV 628,472 628,472
WSCP VII (TE) FMV 6,392,284 6,392,284
WSCP VIII (Onshore) FMV 722,889 722,889
WSCP VIII (TE) FMV 7,942,414 7,942,414
Achieve Ed-Tech I FMV 1,213,888 1,213,888
GSCP VI Parallel (TE) FMV 130,009 130,009
Alpine IX FMV 1,725,672 1,725,672
Ridgemont III (TE) FMV 12,189,457 12,189,457
Bain Europe IV (TE) FMV 1,310,135 1,310,135
Bain Europe V (TE) FMV 6,579,876 6,579,876
Genstar IX (Onshore) FMV 1,567,241 1,567,241
Genstar X (Onshore) FMV 1,015,367 1,015,367
Ridgemont IV (TE) FMV 4,528,309 4,528,309
Riverstone IV (TE) FMV 1,675 1,675
Revelstoke III (Onshore) FMV 590,194 590,194
VP Dislocation II (Onshore) FMV 775,862 775,862
Bridge WFAF II (TE) FMV 6,603,318 6,603,318
Bridge WFAF II (Onshore) FMV 799,531 799,531
Broad Street II (Onshore) FMV 24,152 24,152
Broad Street II (TE) FMV 25,796 25,796
Grain II FMV 8,613,393 8,613,393
Oaktree RE Debt II FMV 3,474,304 3,474,304
SIH II FMV 9,640,314 9,640,314
SIH III FMV 4,350,621 4,350,621
Starwood VIII (Onshore) FMV 155,375 155,375
Starwood VIII (TE) FMV 149,578 149,578
Starwood Dist Opp IX (Onshore) FMV 141,255 141,255
Starwood Dist Opp IX US (TE) FMV 83,430 83,430
Starwood X (Onshore) FMV 381,407 381,407
Starwood X (TE) FMV 285,450 285,450
Starwood XI (Onshore) FMV 263,636 263,636
Starwood XI (TE) FMV 2,189,472 2,189,472
Starwood XII (Onshore) FMV 580,056 580,056
Starwood XII (TE) FMV 4,750,515 4,750,515
Sterling American V (TE) FMV 826,482 826,482
Walton VI FMV 2,605,124 2,605,124
Walton VII (Onshore) FMV 427,608 427,608
Walton VII (TE) FMV 370,382 370,382
Walton VIII (Onshore) FMV 1,694,579 1,694,579
Walton VIII (TE) FMV 831,678 831,678
Catalyst II FMV 4,949,548 4,949,548
L+M II FMV 10,163,467 10,163,467
Sterling American (Onshore) FMV 61,358 61,358
HIF II (TE) FMV 2,427,948 2,427,948
Starwood Dist Opp IX Int (TE) FMV 23,840 23,840
Whitehall Global RE 2005 (TE) FMV 10,651 10,651
Arc70 IV FMV 9,029,296 9,029,296
Vistria Housing Fund FMV 10,000,000 10,000,000
Anchorage V (TE) FMV 841,158 841,158
Anchorage V (Onshore) FMV 940,442 940,442
Ares PCS (Onshore) FMV 431,876 431,876
Ares PCS (TE) FMV 3,561,544 3,561,544
Cerberus IV (TE) FMV 9,214 9,214
Cerberus IV (Onshore) FMV 21,412 21,412
Crescent Tranche IV (TE) FMV 3,682,161 3,682,161
Crescent Tranche IV (Onshore) FMV 445,758 445,758
HRP III FMV 1,744,650 1,744,650
HPS CSL (Onshore) FMV 643,313 643,313
HPS CSL (TE) FMV 5,366,784 5,366,784
Mt. Kellet (Onshore) FMV 165,249 165,249
Mt. Kellet (TE) FMV 103,911 103,911
OHA SC II (Onshore) FMV 1,107,621 1,107,621
OHA SC II (TE) FMV 803,246 803,246
Plexus IV FMV 4,547,031 4,547,031
Plexus V FMV 5,204,019 5,204,019
Plexus VI FMV 6,889,498 6,889,498
RCP I (Onshore) FMV 763,196 763,196
RCP II (Onshore) FMV 434,294 434,294
SCP Private Credit Access FMV 8,278,679 8,278,679
Silver Point (TE) FMV 3,868,247 3,868,247
Silver Point (Onshore) FMV 455,869 455,869
Star Mountain III (Onshore) FMV 658,688 658,688
Star Mountain III (TE) FMV 5,688,694 5,688,694
Star Mountain IV (Onshore) FMV 941,507 941,507
Star Mountain IV (TE) FMV 7,937,599 7,937,599
Star Mountain V FMV 2,991,857 2,991,857
Sun V FMV 369,167 369,167
Sun VI FMV 2,845,310 2,845,310
Sun VII FMV 11,103,599 11,103,599
Triplepoint FMV 5,245,728 5,245,728
RCP II (TE) FMV 3,659,889 3,659,889
RCP I (TE) FMV 276,803 276,803
Angeleno III FMV 2,060,179 2,060,179
Bay City Capital Fund V, LP FMV 657,377 657,377
DFJ 2013 (Onshore) FMV 2,898,842 2,898,842
DFJ 2013 (TE) FMV 1,813,025 1,813,025
DFJ 2016 (Onshore) FMV 3,625,686 3,625,686
DFJ 2016 (TE) FMV 2,264,976 2,264,976
DFJ IV (Onshore) FMV 963,259 963,259
DFJ IV (TE) FMV 7,950,810 7,950,810
IVD (Onshore) FMV 409,207 409,207
IVP XIII FMV 234,511 234,511
IVP XIV FMV 1,276,879 1,276,879
IVP XV FMV 4,027,269 4,027,269
IVP XVI FMV 8,268,825 8,268,825
IVP XVII FMV 10,073,029 10,073,029
Madrona Venture Fund IV, LP FMV 1,328,442 1,328,442
Opus V FMV 1,147,973 1,147,973
Orchid IV FMV 11,561 11,561
Osage III FMV 4,761,553 4,761,553
Viola II (Onshore) FMV 2,227,294 2,227,294
Viola III FMV 551,287 551,287
IVD (TE) FMV 3,416,646 3,416,646
Viola III (TE) FMV 4,463,114 4,463,114
Angeleno II FMV 54,200 54,200
Orchid IV (TE) FMV 8,423 8,423
Other PE Funds FMV 515,181 515,181

TY 2023 LandEtcSchedule2
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture & Fixtures 187,197 165,212 21,985 21,985


TY 2023 LegalFeesSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 34,052     34,052


TY 2023 OtherAssetsSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FSA 3,042 10,055 10,055
Tax on Deposit 947,623 810,964 810,964
L&L Private Equity Onshore   40,900 40,900
Due to/from L&L Management   8,806 8,806
Private Equity FLC   128,664 128,664
PE Fund   60,299 60,299


TY 2023 OtherDecreasesSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Description Amount
Adjustment relating to grant payable 24,026,665
Adjustment to investment FMV 38,436,763


TY 2023 OtherExpensesSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Website Expense 4,632     4,632
Software 47,184     47,184
Insurance 6,258     6,258
Meals 10,165     10,165
Office Supplies 3,937     3,937
Other Employee Exp 19,985     19,985
Payroll Exp 13,171     13,171
Recruiting Expenses 153,452     153,452
Misc 10,636     10,636
Program Exp 5,951     5,951
Bank Charges 2,925     2,925


TY 2023 OtherIncomeSchedule2
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
L&L Investments, LP -2,946,341 21,416  
L&L Private Equity, LP 9,370,714 -115,801  
Other Partnership Income -119,778    
Private Equity Fund Income 11,441,242    
Goldman Sachs 9,149,660    
JP Morgan -1,259,374    
Northern Trust -1,052,965    
USB Financial -1,743,032    
Marglyn 3,402,569    
Other Income -40,049    
Farallon   -759  
Star Mountain   -8,134  
Achieve Partners   -182,125  
Catalyst Opportunity fund   -1,378  
Genstar Capital Partners   -11  


TY 2023 OtherProfessionalFeesSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Other Professional Fees 91,269     91,269
Consulting 4,624     4,624
Management Fees 3,365,518 1,647,919    


TY 2023 TaxesSchedule
Name:
THE LEON LEVINE FOUNDATION
EIN:
58-1427515
Software ID:
23017437
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 642,751      
Federal Tax 22,715      
Foreign Tax 87,180      
PE Tax 430,579      
Other Taxes 10,593