Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WILLIAM S & INA LEVINE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2801 EAST CAMELBACK ROAD 450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85016
A Employer identification number

86-0866703
B Telephone number (see instructions)

(602) 248-8181
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$32,493,745J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 332,821 332,821  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 73,810
b Gross sales price for all assets on line 6a 85,145
7 Capital gain net income (from Part IV, line 2)... 73,810
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,282,970 2,282,970  
12 Total. Add lines 1 through 11........ 2,689,601 2,689,601  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,115 1,115   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
28,709 709   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,945 11,945   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,769 13,769   0
25 Contributions, gifts, grants paid....... 1,117,600 1,117,600
26 Total expenses and disbursements. Add lines 24 and 25 1,159,369 13,769   1,117,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,530,232
b Net investment income (if negative, enter -0-) 2,675,832
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 131,016 361,926 361,926
2 Savings and temporary cash investments......... 669,500 1,340,356 1,340,356
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,210,899 Click to see attachment
List of Attached Documents:
// Content
4,185,618 		6,231,172
c Investments—corporate bonds (attach schedule)....... 127,379 Click to see attachment
List of Attached Documents:
// Content
138,522 		89,768
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 21,252,959 23,506,620 23,506,620
13 Investments—other (attach schedule).......... 2,465,820 Click to see attachment
List of Attached Documents:
// Content
860,638 		963,903
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,857,573 30,393,680 32,493,745
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 28,857,573 30,393,680
29 Total net assets or fund balances (see instructions)..... 28,857,573 30,393,680
30 Total liabilities and net assets/fund balances (see instructions). 28,857,573 30,393,680
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
28,857,573
2
Enter amount from Part I, line 27a .....................
2
1,530,232
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,875
4
Add lines 1, 2, and 3 ..........................
4
30,393,680
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,393,680
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a K-1 STEEL CANYON PARTNERS, LP P 2024-01-02 2024-12-31
b K-1 STEEL CANYON PARTNERS, LP P 2001-11-01 2024-12-31
c LIBERTY SIRIUS XM REORG - FRACTIONAL SHS P 1996-09-01 2024-09-30
d AVALONBAY COMMUNITIES INC (CAP GAIN DISTRIB) P 1996-09-01 2024-12-31
e K-1 ARENA HIGH YIELD FUND P 2024-01-01 2024-06-30
K-1 ARENA HIGH YIELD FUND P 2010-01-01 2024-12-31
(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 30,247     30,247
b 54,679     54,679
c 19     19
d 200     200
e       -8,835
      -2,500
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       30,247
b       54,679
c       19
d       200
e       -8,835
      -2,500
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 73,810
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 37,194
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 37,194
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 37,194
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 28,391
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,391
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 468
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 10 729
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow729 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNO WEBSITE
14
The books are in care ofright arrowWILLIAM S & INA LEVINE FOUNDATION Telephone no.right arrow (602) 248-8181

Located atright arrow2801 EAST CAMELBACK ROAD SUITE 450PHOENIXAZ ZIP+4right arrow85016
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WILLIAM S LEVINE PRESIDENT/DIRECTOR
0.25 		0 0 0
2801 EAST CAMELBACK ROAD SUITE 450
PHOENIX,AZ85016
JAY DAVID LEVINE DIRECTOR
0.10 		0 0 0
2801 EAST CAMELBACK ROAD SUITE 450
PHOENIX,AZ85016
JONATHAN LEVINE DIRECTOR
0.10 		0 0 0
2801 EAST CAMELBACK ROAD SUITE 450
PHOENIX,AZ85016
JULIE SCHOEN DIRECTOR
0.10 		0 0 0
2801 EAST CAMELBACK ROAD SUITE 450
PHOENIX,AZ85016
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,383,307
b
Average of monthly cash balances.......................
1b
1,948,630
c
Fair market value of all other assets (see instructions)................
1c
23,402,102
d
Total (add lines 1a, b, and c).........................
1d
31,734,039
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
31,734,039
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
476,011
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,258,028
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,562,901
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
1,562,901
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
37,194
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
37,194
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,525,707
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,525,707
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,525,707
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
1,117,600
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,117,600
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,525,707
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 21,263
e From 2023......  
f Total of lines 3a through e ........ 21,263
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,117,600
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,117,600
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 21,263 21,263
(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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		386,844
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY

1150 SOUTH OLIVE ST FLOOR 10
LOS ANGELES,CA90015 		NONE PC OPERATIONAL SUPPORT 5,000

AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA

122 E 42ND ST SUITE 4507
NEW YORK,NY10168 		NONE PC OPERATIONAL SUPPORT 10,000

AMERICA'S FUTURE INC

1181 S SUMTER BLVD 412
NORTH PORT,FL34287 		NONE PC OPERATIONAL SUPPORT 16,000

BARROW NEUROLOGICAL FOUNDATION

124 W THOMAS RD 250
PHOENIX,AZ85013 		NONE PC IVY BRAIN TUMOR CENTER 100,000

BARROW NEUROLOGICAL FOUNDATION

124 W THOMAS RD 250
PHOENIX,AZ85013 		NONE PC IVY BRAIN TUMOR CENTER 25,000

BETH JOSEPH CONGREGATION

515 E BETHANY HOME RD
PHOENIX,AZ85012 		NONE PC OPERATIONAL SUPPORT 100

BETH JOSEPH CONGREGATION

515 E BETHANY HOME RD
PHOENIX,AZ85012 		NONE PC PHOENIX HEBREW ACADAMY 15,000

BETH JOSEPH CONGREGATION

515 E BETHANY HOME RD
PHOENIX,AZ85012 		NONE PC PHOENIX HEBREW ACADAMY 18,000

BUREAU OF JEWISH EDUCATION

12701 N SCOTTSDALE RD STE 203
SCOTTSDALE,AZ85254 		NONE PC OPERATIONAL SUPPORT 50,000

BUREAU OF JEWISH EDUCATION

12701 N SCOTTSDALE RD STE 203
SCOTTSDALE,AZ85254 		NONE PC OPERATIONAL SUPPORT 18,000

CAREER CONCEPTS FOR YOUTH

3112 E MARIPOSA ST B
PHOENIX,AZ85016 		NONE PC STAY IN SCHOOL AND ACHIEVE PROGRAM 5,000

CAREER CONCEPTS FOR YOUTH

3112 E MARIPOSA ST B
PHOENIX,AZ85016 		NONE PC STAY IN SCHOOL AND ACHIEVE PROGRAM 5,000

CAREER CONCEPTS FOR YOUTH

3112 E MARIPOSA ST B
PHOENIX,AZ85016 		NONE PC STAY IN SCHOOL AND ACHIEVE PROGRAM 5,000

CHABAD LUBAVITCH OF ARIZONA

2110 E LINCOLN DRIVE
PHOENIX,AZ85016 		NONE PC OPERATIONAL SUPPORT 50,000

CHABAD LUBAVITCH OF ARIZONA

2110 E LINCOLN DRIVE
PHOENIX,AZ85016 		NONE PC OPERATIONAL SUPPORT 10,000

CHABAD OF ARIZONA

2110 E LINCOLN DRIVE
PHOENIX,AZ85016 		NONE PC JEWISH CARE NETWORK 54,000

CHABAD OF MESA

941 S MAPLE
MESA,AZ85206 		NONE PC OPERATIONAL SUPPORT 1,800

CHABAD OF MESA

941 S MAPLE
MESA,AZ85206 		NONE PC OPERATIONAL SUPPORT 1,800

CHABAD OF NORTH PHOENIX

22044 N 44TH STREET SUITE 100
PHOENIX,AZ85050 		NONE PC OPERATIONAL SUPPORT 1,800

CHABAD OF PHOENIX

2110 E LINCOLN DRIVE
PHOENIX,AZ85016 		NONE PC OPERATIONAL SUPPORT 25,000

CHABAD OF PHOENIX

2110 E LINCOLN DRIVE
PHOENIX,AZ85016 		NONE PC OPERATIONAL SUPPORT 5,000

CHABAD OF PHOENIX

2110 E LINCOLN DRIVE
PHOENIX,AZ85016 		NONE PC OPERATIONAL SUPPORT 15,000

CHABAD OF PHOENIX

2110 E LINCOLN DRIVE
PHOENIX,AZ85016 		NONE PC OPERATIONAL SUPPORT 50,000

CHABAD OF PHOENIX

2110 E LINCOLN DRIVE
PHOENIX,AZ85016 		NONE PC OPERATIONAL SUPPORT 10,000

CHABAD OF SCOTTSDALE

10215 N SCOTTSDALE RD
SCOTTSDALE,AZ85253 		NONE PC OPERATIONAL SUPPORT 10,000

CHABAD OF SCOTTSDALE

10215 N SCOTTSDALE RD
SCOTTSDALE,AZ85253 		NONE PC OPERATIONAL SUPPORT 8,000

CHABAD ON MONTANA

1112 MONTANA AVE SUITE D
SANTA MONICA,CA90403 		NONE PC OPERATIONAL SUPPORT 1,800

CHARLES HUMPHREY KEATING IV FOUNDATION

2307 S RURAL ROAD
PHOENIX,AZ85282 		NONE PC OPERATIONAL SUPPORT 15,000

DAVID LABKOVSKI PROJECT

7258 PONDERA CIRCLE
WEST HILLS,CA91307 		NONE PC OPERATIONAL SUPPORT 10,000

FRESH START WOMEN'S FOUNDATION

1130 E MCDOWELL ROAD
PHOENIX,AZ85006 		NONE PC 2024 FRESH START ANNUAL GALA 10,000

HILLEL AT ASU

1012 S MILL AVE
TEMPE,AZ85281 		NONE PC OPERATIONAL SUPPORT 200,000

HOSPICE OF THE VALLEY

1510 E FLOWER STREET
PHOENIX,AZ85014 		NONE PC 2024 AAHA! ART*FOOD*WINE FUNDRAISER EVENT 25,000

ISRAEL HERITAGE FOUNDATION

PO BOX 190164
BROOKLYN,NY11219 		NONE PC OPERATIONAL SUPPORT 25,000

JEWISH ARIZONANS ON CAMPUS (AKA OLAMI ARIZONA INC)

6740 E VOLTAIRE AVE
SCOTTSDALE,AZ85254 		NONE PC OPERATIONAL SUPPORT 5,000

JEWISH FREE LOAN

12701 N SCOTTSDALE RD STE 202
SCOTTSDALE,AZ85254 		NONE PC OPERATIONAL SUPPORT 5,000

KIDS NEED TO READ

950 WEST BIRCHWOOD AVE SUITE 11
MESA,AZ85210 		NONE PC OPERATIONAL SUPPORT 1,000

MACCABI USA INC

1511 WALNUT STREET SUITE 401
PHILADELPHIA,PA19102 		NONE PC OPERATIONAL SUPPORT 3,000

MESA PUBLIC SAFETY FOUNDATION

PO BOX 282
MESA,AZ85211 		NONE PC OPERATIONAL SUPPORT 10,000

MOLLY STEINSAPIR FOUNDATION

663 JACON WAY
PACIFIC PALISADES,CA90272 		NONE PC OPERATIONAL SUPPORT 1,800

MOUNTAIN RESCUE ASPEN

37925 CO-82
ASPEN,CO81611 		NONE PC OPERATIONAL SUPPORT 1,000

NEW MEXICO STATE UNIVERSITY FOUNDATION

PO BOX 3590
LAS CRUCES,NM88003 		NONE PC OPERATIONAL SUPPORT 7,500

SANDRA DAY O'CONNOR INSTITUTE

PO BOX 66422
PHOENIX,AZ85082 		NONE PC OPERATIONAL SUPPORT 10,000

SERVE THE FUTURE

1139 E PASEO WAY
PHOENIX,AZ85042 		NONE PC OPERATIONAL SUPPORT 5,000

ST JUDES CHILDREN RESEARCH HOSPITAL

645 E MISSOURI AVE 255
PHOENIX,AZ85012 		NONE PC 2024 ST. JUDE OASIS OF HOPE FUNDRAISER 5,000

ST VINCENT DE PAUL

PO BOX 13600
PHOENIX,AZ85002 		NONE PC OPERATIONAL SUPPORT 100,000

TEXAS ONE FUND

4407 BEE CAVES RD SUITE 212
AUSTIN,TX78746 		NONE PC OPERATIONAL SUPPORT 5,000

THE GIVING BACK FUND

5101 SANTA MONICA BLVD STE 8
LOS ANGELES,CA90029 		NONE PC OPERATIONAL SUPPORT 1,000

TORAH HIGH SCHOOL OF SAN DIEGO

9001 TOWNE CENTER DRIVE
SAN DIEGO,CA92122 		NONE PC OPERATIONAL SUPPORT 6,000

USHER 1F COLLABORATIVE

321 WALNUT STREET 228
NEWTONVILLE,MA02460 		NONE PC OPERATIONAL SUPPORT 25,000

VISTA COLLEGE PREP

812 S 6TH AVE
PHOENIX,AZ85003 		NONE PC OPERATIONAL SUPPORT 10,000

YAHAD-IN-UNUM MID-AMERICA

2444 MADISON ROAD UNIT 1708
CINCINNATTI,OH45208 		NONE PC OPERATIONAL SUPPORT 100,000

YESHIVA HIGH SCHOOL OF ARIZONA

7045 N 12TH STREET
PHOENIX,AZ85020 		NONE PC OPERATIONAL SUPPORT 15,000
Total .................................right arrow 3a 1,117,600
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 332,821  
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 .....     14 2,282,970  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 73,810  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,689,601 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,689,601
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WILLIAM S & INA LEVINE FOUNDATION INC
EIN:
86-0866703
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX 1,115 1,115   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
WILLIAM S & INA LEVINE FOUNDATION INC
EIN:
86-0866703
Name of Bond End of Year Book Value End of Year Fair Market Value
PUTNUM HIGH YIELD TRUST FUND 138,522 89,768

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM S & INA LEVINE FOUNDATION INC
EIN:
86-0866703
Name of Stock End of Year Book Value End of Year Fair Market Value
ADEIA INC (FNA XPERI HOLDG - 131 SHS) 1 1,831
AES CORP (4054 SHS) 93,850 52,175
ANALOG DEVICES INC (2724 SHS) 89,538 578,741
AT & T CORP (2995 SHS) 26,018 68,196
ATLANTA BRAVES HLDGS SER A (FNA LIBERTY MEDIA BRAVES (40 SHS) 7,224 1,632
ATLANTA BRAVES HLDGS SER C (FNA LIBERTY MEDIA BRAVES (146 SHS) 26,368 5,586
AVALONBAY COMMUNITIES INC. (377 SHS) 48,416 82,929
AVANOS MED INC (3 SHS) 136 48
BAKER HUGHES INC (501 SHS) 36,658 20,551
BANK OF AMERICA CORP (1015 SHS) 52,496 44,609
BARRICK GOLD (1429 SHS) 42,983 22,150
BAUSCH HEALTH CO (FNA VALEANT - 7599 SHS) 340,435 61,248
BECTON DICKINSON & CO (688 SHS) 144,070 156,087
BP AMOCO P L C SPONS ADR (2280 SHS) 136,543 67,397
CAMPBELL SOUP CO (616 SHS) 23,864 25,798
CENCORA INC COM (FNA AMERISOURCEBERGEN - 2514 SHS)) 57,973 564,845
CHUBB CORP (280 SHS) 31,086 77,364
CITIGROUP INC (71 SHS) 3,656 4,998
COCA-COLA (966 SHS) 23,585 60,143
COMCAST CORP CLA A (2072 SHS) 28,987 77,762
COMMUNITY HEALTH SYSTEMS (158 SHS) 5,264 472
CORNING INC (1830 SHS) 39,252 86,962
D.R.HORTON INC (1090 SHS) 29,463 152,404
DEUTSCHE TELEKOM AG SPON ADR (5103 SHS) 90,527 152,325
DISNEY (191 SHS) 6,542 21,268
EMBECTA (SPINOFF FROM BECTON DICKSON - 137 SHS) 3,368 2,829
EXPEDIA (58 SHS) 177 10,807
FRESENIUS MEDICAL CARE ADR (1080 SHS) 25,326 24,451
HUNTINGTON INGALLS (74 SHS) 2,701 13,984
IDT CORP (1186 SHS) 5,127 56,359
JP MORGAN CHASE (466 SHS) 21,786 111,705
KIMBERLY-CLARK CORP (24 SHS) 1,598 3,145
LIBERTY BROADBAND CORP COM SER A (100 SHARES) 5,484 7,436
LIBERTY BROADBAND CORP COM SER C (402 SHARES) 20,717 30,053
LIBERTY MEDIA CORP DEL COM FORMULA ONE SER C (200 SHS) 18,800 18,532
LIBERTY MEDIA CORP DEL COM LIBERTY LIVE SER A (100 SHS) 14 6,656
LIBERTY MEDIA CORP DEL COM LIBERTY LIVE SER C (237 SHS) 811 16,130
LIBERTY MEDIA CORP DEL COM SIRIUS XM SER A (1104 SHS) 66,246 25,171
LIBERTY TRIP ADVISOR HOLDINGS (198 SHS) 7,082 48
LIONSGATE (271 SHS) 7,073 2,046
MICROSOFT CORP (556 SHS) 16,102 234,354
NORTHROP GRUMMAN COR (445 SHS) 29,873 208,834
ORION OFFICE REIT INC (2000 SHS) 39,854 7,420
PARAMOUNT (FNA VIACOMCBS - 14,546 SHS) 965,462 152,152
PROCTER & GAMBLE CO (512 SHS) 32,712 85,837
QUEST DIAGNOSTICS INC (322 SHS) 17,060 48,577
QURATE RETAIL GROUP (FNA ROVI CORP - 1487 SHS)) 7,591 491
QURATE RETAIL INC CUM PFD SER A 8% (44 SHS) 1 1,518
RAFAEL HOLDINGS (593 SHS) 2,599 978
REALTY INCOME CORP (20000 SHS) 778,253 1,068,200
SEALED AIR CORP NEW (988 SHS) 31,087 33,424
TEJON RANCH (8400 SHS) 292,921 133,560
THERMO FISHER SCIENTIFIC INC N(247 SHS) 11,170 128,497
TRAVELERS COS (49 SHS) 2,549 11,804
UNIVERSAL HLTH SVCS (4064 SHS) 160,876 729,163
US BANCORP NEW (3476 SHS) 118,358 166,257
VERIZON (2251 SHS) 2,876 90,017
VIAVI SOLUTIONS, INC. (769 SHS) 166 7,767
WAL-MART STORES INC (3063 SHS) 47,425 276,742
WARNER BROS (1912 SHS) 9,266 20,210
WELLS FARGO & CO NEW (1522 SHS) 47,932 106,905
XPERI INC COM (52 SHS) 239 534
ZEDGE (395 SHS) 1 1,058

TY 2024 InvestmentsOtherSchedule2
Name:
WILLIAM S & INA LEVINE FOUNDATION INC
EIN:
86-0866703
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARENA SHORT DURATION HIGH YIELD F AT COST 94,564 94,564
PACIFIC FH RESORT LLC AT COST 4,834 4,834
PACIFIC RH, LLC AT COST 282 282
STEEL CANYON PARTNERS AT COST 760,958 864,223

TY 2024 OtherExpensesSchedule
Name:
WILLIAM S & INA LEVINE FOUNDATION INC
EIN:
86-0866703
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 10 10   0
BANK CHARGES 262 262   0
K-1: ARENA SHORT TERM DURATION HIGH YIELD FUND LP 11,673 11,673   0


TY 2024 OtherIncomeSchedule2
Name:
WILLIAM S & INA LEVINE FOUNDATION INC
EIN:
86-0866703
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MORTGAGE INTEREST 2,290,710 2,290,710 2,290,710
ARENA SHORT DURATION FUND K-1 117 117 117
STEEL CANYON PARTNERS, LP -7,857 -7,857 -7,857


TY 2024 OtherIncreasesSchedule
Name:
WILLIAM S & INA LEVINE FOUNDATION INC
EIN:
86-0866703
Description Amount
OTHER INCREASE/DECREASE 5,875


TY 2024 TaxesSchedule
Name:
WILLIAM S & INA LEVINE FOUNDATION INC
EIN:
86-0866703
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 709 709   0
FEDERAL INCOME TAXES 28,000 0   0