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
ALAN DONALD LEVE AND ANNETTE MELVA
LEVE FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)10850 WILSHIRE BLVD 1ST FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90024
A Employer identification number

85-4210648
B Telephone number (see instructions)

(310) 622-1541
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$48,635,625J 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) 156,706
2 Check right arrow.............
3 Interest on savings and temporary cash investments 925 925  
4 Dividends and interest from securities... 1,019,064 1,019,064  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,207,248
b Gross sales price for all assets on line 6a 22,668,157
7 Capital gain net income (from Part IV, line 2)... 1,213,776
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
-125,603 -16,425  
12 Total. Add lines 1 through 11........ 2,258,340 2,217,340  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 6,000   54,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,000 0   5,000
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,595 3,000   34,595
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
278,976 276,776   2,200
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
39,316 20,505   5,090
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,204 0   1,204
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
675 64   611
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 424,766 306,345   102,700
25 Contributions, gifts, grants paid....... 1,669,145 2,217,800
26 Total expenses and disbursements. Add lines 24 and 25 2,093,911 306,345   2,320,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 164,429
b Net investment income (if negative, enter -0-) 1,910,995
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.............      
2 Savings and temporary cash investments......... 247,883 380,550 380,550
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) 7,459,850 Click to see attachment
List of Attached Documents:
// Content
5,447,332 		5,447,332
b Investments—corporate stock (attach schedule)....... 11,801,807 Click to see attachment
List of Attached Documents:
// Content
11,210,330 		11,210,330
c Investments—corporate bonds (attach schedule)....... 3,707,073 Click to see attachment
List of Attached Documents:
// Content
2,249,629 		2,249,629
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 25,095,200 Click to see attachment
List of Attached Documents:
// Content
29,143,317 		29,143,317
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
44,602 		Click to see attachment
List of Attached Documents:
// Content
204,467 		Click to see attachment
List of Attached Documents:
// Content
204,467
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 48,356,415 48,635,625 48,635,625
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 3,262,903 2,714,248
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)......... 3,262,903 2,714,248
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........... 45,093,512 45,921,377
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    
29 Total net assets or fund balances (see instructions)..... 45,093,512 45,921,377
30 Total liabilities and net assets/fund balances (see instructions). 48,356,415 48,635,625
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
45,093,512
2
Enter amount from Part I, line 27a .....................
2
164,429
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
663,436
4
Add lines 1, 2, and 3 ..........................
4
45,921,377
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
45,921,377
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 CHARLES SCHWAB-2747   2024-01-02 2024-12-31
b CHARLES SCHWAB-2747   2023-01-01 2024-12-31
c CHARLES SCHWAB-9038   2024-01-02 2024-12-31
d CHARLES SCHWAB-9038   2023-01-01 2024-12-31
e CHARLES SCHWAB-9782   2024-01-02 2024-12-31
CHARLES SCHWAB-9782   2023-01-01 2024-12-31
XEBEC LOGISTICS TRUST LP P 2023-01-01 2024-12-31
K-1S NON UBIT P 2024-01-02 2024-12-31
K-1S NON UBIT P 2023-01-01 2024-12-31
CAPITAL GAINS DIVIDENDS P    
(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 7,260,271   7,156,838 103,433
b 4,303,554   4,083,007 220,547
c 1,106,369   1,127,010 -20,641
d 4,496,839   4,650,943 -154,104
e 1,601,804   1,465,242 136,562
3,282,581   2,971,184 311,397
564,114     564,114
928     928
50,828     50,828
712     712
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       103,433
b       220,547
c       -20,641
d       -154,104
e       136,562
      311,397
      564,114
      928
      50,828
      712
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 1,213,776
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 26,563
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 26,563
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 26,563
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 18,888
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,888
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,675
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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
Yes
 
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 arrowCA, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 arrowHTTPS://WWW.LEVEFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (310) 622-1541

Located atright arrow10850 WILSHIRE BLVD 1ST FLOORLOS ANGELESCA ZIP+4right arrow90024
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALAN LEVE LEFT JULY 2024 DIRECTOR, CEO, AND SECRETARY
4.00 		0 0 0
10850 WILSHIRE BLVD 1ST FLOOR
LOS ANGELES,CA90024
LAWRENCE COHEN DIRECTOR AND CFO
20.00 		60,000 0 0
10850 WILSHIRE BLVD 1ST FLOOR
LOS ANGELES,CA90024
LAURA LEVE COHEN DIRECTOR
2.00 		0 0 0
10850 WILSHIRE BLVD 1ST FLOOR
LOS ANGELES,CA90024
ELISE LEVE DIRECTOR
0.50 		0 0 0
10850 WILSHIRE BLVD 1ST FLOOR
LOS ANGELES,CA90024
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
FIRST FOUNDATION ADVSIORS INVESTMENT 276,776
10850 WILSHIRE BLVD 1ST FLOOR
LOS ANGELES,CA90024
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
39,439,435
b
Average of monthly cash balances.......................
1b
126,197
c
Fair market value of all other assets (see instructions)................
1c
10,198,588
d
Total (add lines 1a, b, and c).........................
1d
49,764,220
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
49,764,220
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
746,463
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
49,017,757
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,450,888
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
2,450,888
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
26,563
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,563
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,424,325
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,424,325
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
2,424,325
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
2,320,500
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
2,320,500
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 2,424,325
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,290,019
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......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,320,500
a Applied to 2023, but not more than line 2a 2,290,019
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..... 30,481
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 .......... 		2,393,844
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).)
LAWRENCE COHEN
LAURA LEVE COHEN
ELISE LEVE
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

ACADEMIC ENGAGEMENT NETWORK

1100 17TH STREET NWSUITE 700
WASHINGTON,DC20036 		NONE PC COMBATING ANTISEMITISM, ANTI-ZIONISM, AND ANTI-ISRAEL BIAS AT SOUTHERN CALIFORNIA COLLEGES AND UNIVERSITIES 50,000

ACADEMY FOR JEWISH RELIGION CALIFORNIA

1 LMU DRIVE SUITE 3400
LOS ANGELES,CA90045 		NONE PC ED.D. PROGRAM IN EDUCATIONAL LEADERSHIP 25,000

AMERICAN FRIENDS OF AISH HATORAH - WESTERN REGION INC

1458 S ROBERTSON BLVD
LOS ANGELES,CA90035 		NONE PC AISHLIT LEVE FAMILY YP WEEKEND RETREATS 37,800

AMERICAN TECHNION SOCIETY

55 EAST 59TH STREET 14TH FLOOR
NEW YORK,NY10022 		NONE PC CENTER FOR HIGH-SPEED FLIGHT / RUNWAY STARTUP POSTDOC PROGRAM 25,000

BAY STREET THEATER

PO BOX 810
SAG HARBOR,NY11963 		NONE PC LITERATURE LIVE FREE STUDENT TICKET INITIATIVE 50,000

BAY STREET THEATER

PO BOX 810
SAG HARBOR,NY11963 		NONE PC GENERAL OPERATING SUPPORT 5,000

BELEV ECHAD INC

1766 2ND AVE
NEW YORK,NY10128 		NONE PC GENERAL OPERATING SUPPORT, SAVING THE LIVES OF WOUNDED ISRAELI SOLDIERS 25,000

CHABAD OF THE CONEJO

30347 CANWOOD STREET
AGOURA HILLS,CA913012018 		NONE PC YJF - YOUNG JEWISH FAMILIES - FROM GENERATION TO GENERATION, TOGETHER! 25,000

CHABAD PALO ALTO

3070 LOUIS RD
PALO ALTO,CA94303 		NONE PC GROW AFTERSCHOOL 10,000

DAVID LABKOVKSKI PROJECT

7258 PONDERA CIRCLE
WEST HILLS,CA91307 		NONE PC DAVID LABKOVSKI PROJECTSTUDENT DOCENT & LEADERSHIP TRAINING PROGRAM (SDLTP) 50,000

DE TOLEDO HIGH SCHOOL

22622 VANOWEN STREET
WEST HILLS,CA91307 		NONE PC GLOBAL JEWISH EDUCATION: SPIRULINA RESEARCH PROGRAM 25,000

EIGHTEEN THE NOA TISHBY INSTITUTE

4208 OVERLAND AVENUE
CULVER CITY,CA90230 		NONE PC PUTTING ANTISEMITISM IN AMERICA BACK IN THE CLOSET 25,000

FRIENDS OF CHILDRENS MUSEUM OF THE GALILEE INC

848 N RAINBOW BLVD 665
LAS VEGAS,NV89107 		NONE PC MOBILE MAKER SPACE - GENERAL OPERATING SUPPORT 25,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

60 EAST 42ND ST
NEW YORK,NY101650015 		NONE PC LONE SOLDIER SUPPORT 25,000

GIVING BACK FUND

500 COMMERCIAL STREET SUITE 4R
BOSTON,MA02109 		NONE PC GENERAL OPERATING SUPPORT 5,000

GIVING BACK FUND

500 COMMERCIAL STREET SUITE 4R
BOSTON,MA02109 		NONE PC ENHANCING RESILIENCE AND MENTAL HEALTH OF SURVIVORS 75,000

GIVING BACK FUND - ANYA BENYA

500 COMMERCIAL STREET SUITE 4R
BOSTON,MA02109 		NONE PC TOGETHER-ANYA BENYA NATIONAL SEMINAR 25,000

GIVING BACK FUND - ETGARIM

500 COMMERCIAL STREET SUITE 4R
BOSTON,MA02109 		NONE PC HEALING THROUGH SPORTS COMMUNITIES IN SOUTHERN ISRAEL 25,000

GIVING BACK FUND - MOSHE

500 COMMERCIAL STREET SUITE 4R
BOSTON,MA02109 		NONE PC EMERGENCY COMMUNITY INTERVENTIONS FOR SUICIDE PREVENTION 50,000

GIVING BACK FUND - SAHI

500 COMMERCIAL STREET SUITE 4R
BOSTON,MA02109 		NONE PC SUPPORT SAHI'S NORTHERN REGION 25,000

GIVING BACK FUND - SUNFLOWERS

500 COMMERCIAL STREET SUITE 4R
BOSTON,MA02109 		NONE PC EMERGENCY PROGRAM FOR THE WAR ORPHANED CHILDREN 50,000

HILLEL 818

17729 PLUMMER STREET
NORTHRIDGE,CA91325 		NONE PC HILLEL 818 LEVE FOUNDATION GRANT 75,000

HILLEL AT UCLA

574 HILGARD AVE
LOS ANGELES,CA90024 		NONE PC ISRAEL INNOVATION HUB AND ISRAEL LEADERSHIP SUMMIT 75,000

HILLEL AT USC

3300 SOUTH HOOVER ST
LOS ANGELES,CA90007 		NONE PC USC HILLEL ALTERNATIVE SPRING BREAK 50,000

ISRAEL EMERGENCY ALLIANCE

PO BOX 941069
LOS ANGELES,CA90034 		NONE PC DIGITAL CONTENT WRITER - ONE PERSON TO ENHANCE SOCIAL MEDIA 50,000

ISRAEL PARASPORT CENTER

ONE NORTHFIELD PLAZA SUITE 300
NORTHFIELD,IL60093 		NONE PC SHESEK: REHABILITATION, SPORT, COMMUNITY 50,000

JCC ASSOCIATION OF NORTH AMERICA

520 8TH AVENUE 4TH FLOOR
NEW YORK,NY10018 		NONE PC THE 2025 JCC MACCABI GAMES CELEBRATING PEOPLEHOOD THROUGH SPORTS 25,000

JEWBELONG INC

37 WEST 20TH STREET SUITE 307
NEW YORK,NY10011 		NONE PC WAKE AMERICA UP TO ANTISEMITISM 25,000

JEWISH CENTER OF THE HAMPTONS

44 WOODS LANE
EAST HAMPTON,NY11937 		NONE PC JOYFUL JEWISH LEARNING: NURTURING POSITIVE JEWISH IDENTITY IN CHILDREN 25,000

JEWISH COMMUNITY FOUNDATION OF LOS ANGELES (SHALOM INSTITUTE)

6505 WILSHIRE BLVD STE 1200
LOS ANGELES,CA900484960 		NONE PC ENDOWMENT FUND BENEFITING SHALOM INSTITUTE 750,000

JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES

6505 WILSHIRE BLVD 11TH FLOOR
LOS ANGELES,CA90048 		NONE PC JFRG AIR (ANTISEMITISM INCIDENT REPORT & SUPPORT) PROGRAM 25,000

JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES

6505 WILSHIRE BLVD 11TH FLOOR
LOS ANGELES,CA90048 		NONE PC CORE PROGRAM SUPPORT 50,000

MAGEN DAVID ADOM

6505 WILSHIRE BLVD SUITE 650
LOS ANGELES,CA90048 		NONE PC MAGEN DAVID ADOM'S THE MAGEN PROJECT 25,000

OPENDOR MEDIA INC

11110 WEST OAKLAND PARK BOULEVARD
SUITE 288
SUNRISE,FL33351 		NONE PC CONNECTED: ENGAGING SECULAR SCHOOLS IN NUANCED ISRAEL EDUCATION 50,000

P E F ISRAEL ENDOWMENT FUNDS INC - YELADIM

630 THIRD AVENUE 15TH FLOOR
NEW YORK,NY10017 		NONE PC RESILIENCE: FROM WAR TO RECOVERY AN EDUCATIONAL THERAPEUTIC PROGRAM FOR RESIDENTIAL SCHOOLS 25,000

ONETABLE

228 PARK AVE S STE 77191
NEW YORK,NY10003 		NONE PC ONETABLE LOS ANGELES 50,000

THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DR SUITE 1800 NEW
YORK NY 10115
NEW YORK,NY10115 		NONE PC RABBINIC LEADERSHIP PROGRAMS 25,000

SHOMREI TORAH SYNAGOGUE

7353 VALLEY CIRCLE BLVD
WEST HILLS,CA91304 		NONE PC HELPING SEND CHILDREN TO JEWISH SUMMER CAMP AND ISRAEL EXPERIENCES 25,000

THE SURVIVOR MITZVAH PROJECT

2658 GRIFFITH PARK BLVD SUITE 299
LOS ANGELES,CA90039 		NONE PC HOLOCAUST SURVIVOR EMERGENCY AID PROGRAM 50,000

UJA-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK

130 E 59TH ST
NEW YORK,NY10022 		NONE PC UJA'S STRATEGY FOR COMBATTING ANTISEMITISM 30,000

UJA-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK

130 E 59TH ST
NEW YORK,NY10022 		NONE PC HOLISTIC SOCIAL SERVICES FOR JEWISH CUNY STUDENTS 10,000

UJA-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK

130 E 59TH ST
NEW YORK,NY10022 		NONE PC REVITALIZING ISRAEL: REBUILDING COMMUNITIES FOR SOCIAL AND ECONOMIC STRENGTH 10,000

UT CHABAD HOUSE

2101 NUECES ST
AUSTIN,TX78705 		NONE PC EMPOWERING CHANGE, EMBRACING ISRAEL, OUTSMARTING ANTI-SEMITISM 10,000

VISTA DEL MAR CHILD AND FAMILY SERVICES

3200 MOTOR AVE
LOS ANGELES,CA90034 		NONE PC VISTA'S HOUSE OF LOVINGKINDNESS - BEIT CHESED 25,000

WASHINGTON INSTITUTE FOR NEAR EAST POLICY

1111 19TH STREET NW - SUITE 500
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT OF THE WASHINGTON INSTITUTE 25,000
Total .................................right arrow 3a 2,217,800
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 ........... 		    14 925  
4 Dividends and interest from securities ....     14 1,019,064  
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 92  
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 -6,528 18 1,213,776  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1S -NON UBIT 		    14 -16,517  
bK-1S- UBIT 525990 -104,195      
cK-1S-OTHER     14 -4,983  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -110,723 2,212,357 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,101,634
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ALAN DONALD LEVE AND ANNETTE MELVA
LEVE FAMILY FOUNDATION
Employer identification number

85-4210648
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ALAN DONALD LEVE AND ANNETTE MELVA
LEVE FAMILY FOUNDATION 		Employer identification number
85-4210648
Part I
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
ALAN D LEVE
10850 WILSHIRE BLVD 1ST FLOOR
 
LOS ANGELES, CA90024

$ 156,706


(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ALAN DONALD LEVE AND ANNETTE MELVA
LEVE FAMILY FOUNDATION 		Employer identification number

85-4210648
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
 SECURITIES $ 156,706 2024-02-06
(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
 
$    
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ALAN DONALD LEVE AND ANNETTE MELVA
LEVE FAMILY FOUNDATION 		Employer identification number

85-4210648
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 39,595 3,000   34,595

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Statement:
DELAWARE DOES NOT REQUIRE A COPY OF FORM 990-PF.

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
K-1S UBIT 2024-01 PURCHASED 2024-12     6,685 COST 0 -6,685  
K-1S UBIT 2023-01 PURCHASED 2024-12   157   COST 0 157  

TY 2024 GeneralExplanationAttachment
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Identifier Return Reference Explanation
  FORM 990-PF, PART IV- CAPITAL GAINS THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES, CAPITAL GAINS FROM BOTH FROM PASS THROUGH ENTITIES AND FROM CERTAIN PRIVATE INVESTMENT FUNDS DURING THE YEAR THAT IS SUMMARIZED ON PART IV OF FORM 990-PF. FOR PURPOSES OF SUCH STATEMENT AND DUE TO TAX SOFTWARE LIMITATIONS, THE ACQUISITION DATES SHOWN ARE JANUARY 2, 2024 AND JANUARY 1, 2023 FOR SHORT- TERM AND LONG- TERM TRANSACTIONS RESPECTIVELY. FOR SALES DATE, DECEMBER 31,2024 IS BEING SHOWN FOR BOTH SHORT AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST.SECURITY SALES CONSISTED BOTH OF SECURITIES DONATED AND SECURITIES PURCHASED. FOR PURPOSES OF COLUMN B OF PART IV AND DUE TO TAX SOFTWARE LIMITATIONS, PURCHASED WILL BE SHOWN. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST.
AMENDED BYLAWS PART VI-A, LINE 3 SUBSEQUENT TO YEAR END, THE ORGANIZATION AMENDED ITS BYLAWS. ATTACHED IS A COPY OF SUCH AMENDED BYLAWS.

TY 2024 InvestmentsCorpBondsSchedule
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Name of Bond End of Year Book Value End of Year Fair Market Value
GILEAD SCIENCES 19,975 19,975
WELLS FARGO & CO 99,773 99,773
MARATHON PETROLEUM 99,914 99,914
THE GOLDMAN SACHS 49,822 49,822
CVS HEALTH CORP 138,956 138,956
COMCAST CORP 143,907 143,907
APPLE INC. 30,599 30,599
VERIZON COMMUNICATIONS 128,338 128,338
THE BANK OF NEW YORK 97,391 97,391
MORGAN STANELY 96,379 96,379
AT&T INC. 122,269 122,269
WALMART INC. 18,977 18,977
THE PROCTER & GAMBLE 50,657 50,657
NEXTERA ENERGY COMPANY 107,824 107,824
THE COCA-COLA CO 59,810 59,810
CITIGROUP INC. 141,506 141,506
SALESFORCE, INC. 83,735 83,735
ROYAL BANK OF 105,794 105,794
DUKE ENERGY CARO 98,738 98,738
AMGEN INC. 74,029 74,029
ENBRIDGE INC. 70,687 70,687
JP MORGAN CHASE & CO 131,530 131,530
JOHN DEERE 100,443 100,443
BANK OF AMERICA 102,929 102,929
WALMART INC. 30,373 30,373
MERCK & CO, INC. 45,274 45,274

TY 2024 InvestmentsCorpStockSchedule
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 33,820 33,820
ABBVIE INC 79,610 79,610
ACCENTURE PLC IRELAND 54,527 54,527
ADIENT PLC 3,067 3,067
ADOBE INC 47,136 47,136
ADVANCED MICRO DEVICE INC 40,223 40,223
AFFIRD HOLDINGS INC 9,074 9,074
AFLAC INC 13,758 13,758
AGILENT TECHNOLOGIES INC 5,911 5,911
AIR PRODS & CHEMS INC. 15,662 15,662
AIRBNB INC 10,250 10,250
ALBEMARLE CORP 4,648 4,648
ALCOA CORP 5,478 5,478
ALIGN TECHNOLOGY INC. 7,506 7,506
ALLSTATE CORP 18,315 18,315
ALPHABET INC 237,382 237,382
ALPHABET INC 176,157 176,157
ALTRIA GROUP INC 19,243 19,243
AMAZON.COM 429,785 429,785
AMEREN CORP 5,972 5,972
AMERICAN AXLE & MANUFACTURING HOLDINGS 5,195 5,195
AMERICAN ELECTRIC POWER CO INC 14,388 14,388
AMERICAN EXPRESS CO 40,363 40,363
AMERICAN INTERNATIONAL GROUP INC 13,541 13,541
AMERICAN WATER WORKS CO INC 9,337 9,337
AMERIPRISE FINANCIAL INC 14,908 14,908
AMETEK INC NEW 6,489 6,489
AMGEN INC 33,101 33,101
AMPHENOL CORP NEW 20,696 20,696
ANALOG DEVICES INC 24,220 24,220
ANSYS INC 7,421 7,421
AON PLC 18,318 18,318
APOLLO GLOBAL MANAGEMENT INC 5,946 5,946
APPLE INC 745,500 745,500
APPLIED MATERIALS INC 34,640 34,640
APPLOVIN CORP 9,067 9,067
APTIV PLC NEW 8,346 8,346
ARCH CAPITAL GROUP LTD 8,866 8,866
ARCHER-DANIELS MIDLAND CO 4,951 4,951
ARISTA NETWORKS INC 27,411 27,411
AT&T INC 39,005 39,005
AUTODESK INC 11,527 11,527
AUTOMATIC DATA PROCESSING 24,589 24,589
AUTOZONE INC 6,404 6,404
AXON ENTERPRISE INC 21,990 21,990
BAKER HUGHES CO 13,947 13,947
BANK NEW YORK MELLON CORP 23,356 23,356
BANK OF AMERICAN CORP 65,661 65,661
BECTON DICKINSON & CO 11,797 11,797
BERKSHIRE HATHAWAY 183,125 183,125
BIO-TECHNE CORP 5,330 5,330
BIOGEN INC 5,199 5,199
BJS WHSL CLUB HOLDINGS INC 7,773 7,773
BLACKROCK INC NEW 33,829 33,829
BLACKSTONE INC 20,001 20,001
BOEING CO 18,939 18,939
BOOKING HOLDINGS INC 39,747 39,747
BORGWARNER INC 12,939 12,939
BOSTON SCIENTIFIC CORP 32,155 32,155
BRISTOL MYERS SQUIBB CO 25,622 25,622
BROADCOM INC 281,917 281,917
BROADRIDGE FINL SOLUTION 5,652 5,652
BROWN & BROWN INC 12,650 12,650
BUILDERS FIRSTSOURCE INC 10,291 10,291
C H ROBINSON WORLDWIDE 5,373 5,373
CADENCE DESIGN SYSTEMS INC 25,239 25,239
CAPITAL ONE FINANCIAL CORP 18,189 18,189
CARDINAL HEALTH INC 9,107 9,107
CARNIVAL CORP 13,606 13,606
CARRIER GLOBAL CORP 14,062 14,062
CATERPILLAR INC 36,639 36,639
CBRE GLOBAL MARKETS INC 4,885 4,885
CBRE GROUP INC 16,280 16,280
CDW CORP 6,614 6,614
CENCORA INC 6,291 6,291
CENTENE CORP DEL 5,876 5,876
CENTERPOINT ENERGY INC 6,092 6,092
CF INDS HOLDINGS INC 5,119 5,119
CHARLES SCHWAB CORP 20,575 20,575
CHARTER COMMUNICATIONS INC 8,569 8,569
CHEMED CORP NEW 5,298 5,298
CHEVRON CORP NEW 54,170 54,170
CHIPOTLE MEXICAN GRILL 21,346 21,346
CHUBB LTD 24,038 24,038
CHURCH & DWIGHT INC 10,157 10,157
CINCINNATI FINANCIAL CORP 9,484 9,484
CINTAS CORP 18,270 18,270
CISCO SYSTEMS INC 52,451 52,451
CITIGROUP INC. 26,959 26,959
CITIZENS FINANCIAL GROUP INC 5,601 5,601
CLOROX CO 6,659 6,659
CME GROUP INC 11,844 11,844
CMS ENERGY CORP 7,465 7,465
COGNIZANT TECHNOLOGY SOLUTIONS 5,614 5,614
COINBASE GLOBAL INC 5,463 5,463
COLGATE PALMOLIVE CO 17,000 17,000
COMCAST CORP NEW 31,300 31,300
CONAGRA BRANDS INC 7,742 7,742
CONOCOPHILLIPS 28,462 28,462
CONSOLIDATED EDISON INC 8,745 8,745
COSTELLATION BRANDS INC 7,072 7,072
CONSTELLATION ENERGY CORP 19,686 19,686
COOPER COS INC 4,597 4,597
COPART INC 11,248 11,248
CORNING INC 11,547 11,547
CORTEVA INC 13,215 13,215
COSTAR GROUP INC 11,311 11,311
COSTCO WHOLESALE CORP NEW 102,622 102,622
CROWDSTRIKE HOLDINGS INC 12,660 12,660
CSX CORP 8,261 8,261
CUMMINS INC 23,008 23,008
CVS HEALTH CORP 11,492 11,492
D R HORTON INC 12,863 12,863
DANAHER CORP 30,989 30,989
DARDEN RESTAURANTS INC 6,347 6,347
DATADOG INC 10,288 10,288
DAYFORCE INC 6,392 6,392
DECKERS OUTDOOR CORP 12,185 12,185
DEERE & CO 16,524 16,524
DELL TECHNOLOGIES INC 5,071 5,071
DELTA AIR LINES INC DEL 7,623 7,623
DENALI THERAPEUTICS INC 4,259 4,259
DEVON ENERGY CORP NEW 4,942 4,942
DEXCOM INC 8,866 8,866
DIAMONDBACK ENERGY INC 10,157 10,157
DISCOVER FINANCIAL SERVICES 7,449 7,449
DISNEY WALT CO 47,212 47,212
DOLLAR GEN CORP NEW 4,473 4,473
DOLLAR TREE INC 6,370 6,370
DOMINION ENERGY INC 10,126 10,126
DOMINOS PIZZA INC 5,037 5,037
DOORDASH INC 11,072 11,072
DORMAN PRODUCTS INC 7,384 7,384
DOW INC 5,056 5,056
DRAFTKINGS INC NEW 5,766 5,766
DUKE ENERGY CORP NEW 17,131 17,131
DUPONT DE NEMOURS INC 5,338 5,338
E L F BEAUTY INC 6,152 6,152
EATON CORP PLC 31,860 31,860
EBAY INC 7,806 7,806
ECOLAB INC 7,498 7,498
EDISON INTERNATIONAL 14,930 14,930
EDWARDS LIFESCIENCES CORP 12,067 12,067
ELECTRONIC ARTS INC 7,461 7,461
ELEVANCE HEALTH INC 15,863 15,863
ELI LILLY AND CO 157,488 157,488
EMERSON ELECTRIC CO 15,987 15,987
ENPHASE ENERGY INC 3,365 3,365
ENTERGY CORP NEW 15,012 15,012
ENVISTA HOLDINGS CORP 2,932 2,932
EOG RES INC 11,400 11,400
EPAM SYSTEMS INC 5,846 5,846
EQT CORP 7,378 7,378
EQUIFAX INC 9,429 9,429
EVERGY INC 7,755 7,755
EVERSOURCE ENERGY 5,456 5,456
EXELON CORP 9,824 9,824
EXPAND ENERGY CORP 7,367 7,367
EXPEDIA GROUP INC 7,453 7,453
EXXON MOBIL CORP 107,140 107,140
FACTSET RESH SYS INC 8,165 8,165
FAIR ISAAC CORP 17,918 17,918
FASTENAL CO 14,957 14,957
FEDEX CORP 11,816 11,816
FERGUSON ENTERPRISES INC 7,811 7,811
FIDELITY NATIONAL INFORMATION 7,835 7,835
FIFTH THIRD BANCORP 9,555 9,555
FIRST AMERICAN FINANCIAL CORP 6,681 6,681
FIRST SOLAR INC 5,463 5,463
FISERV INC 26,499 26,499
FORD MOTOR CO DEL 14,414 14,414
FORTINET INC 20,030 20,030
FORTIVE CORP DISC 7,800 7,800
FREEPORT-MCMORAN INC 10,282 10,282
F5 INC 6,790 6,790
GALLAGHER ARTHUR J & CO 18,450 18,450
GARMIN LTD 8,663 8,663
GARTNER INC 16,956 16,956
GE AEROSPACE 45,367 45,367
GE HEALTHCARE TECHNOLIGIES 6,176 6,176
GE VERNOVA INC 19,407 19,407
GENERAL DYNAMICS CORP 8,168 8,168
GENERAL MLS INC 5,229 5,229
GENERAL MOTORS CO 20,615 20,615
GENTEX CORP 9,711 9,711
GILEAD SCIENCES INC 22,446 22,446
GLOBAL PAYMENTS INC 5,939 5,939
GLOBUS MED INC 6,865 6,865
GODADDY INC 6,513 6,513
GOLDMAN SACHS GROUP INC 48,673 48,673
GRAINGER W W INC 11,595 11,595
HARTFORD FINANCIAL SERVICES GROUP 8,424 8,424
HCA HEALTHCARE INC 12,006 12,006
HERSHEY CO 4,572 4,572
HERTZ GLOBAL HOLDINGS INC 2,990 2,990
HESS CORP 5,985 5,985
HEWLETT PACKARD ENTERPRISES 11,401 11,401
HILTON WORLDWIDE HOLDINGS INC 15,818 15,818
HOME DEPOT INC 89,857 89,857
HONEYWELL INTERNATIONAL INC 23,267 23,267
HORMEL FOODS CORP 4,517 4,517
HOST HOTELS & RESORTS INC. 5,256 5,256
HOWMET AEROSPACE INC 6,234 6,234
HP INC 5,123 5,123
HUBBELL INC 7,959 7,959
HUBSPOT INC 7,664 7,664
HUMANA INC 9,387 9,387
HUNTINGTON BANCSHARES INC 12,333 12,333
IBM CORP 49,242 49,242
IDEXX LABS INC 6,615 6,615
ILLINOIS TOOL WORKS INC 9,128 9,128
INGERSOLL RAND INC 9,679 9,679
INSULET CORP 5,744 5,744
INTEL CORP 17,484 17,484
INTERCONTINENTAL EXCHANGE 19,222 19,222
INTERNATIONAL FLAVORS & FRAGRANCES 5,327 5,327
INTERNATIONAL PAPER CO 7,050 7,050
INTUIT 43,995 43,995
INTUITIVE SURGICAL INC 40,713 40,713
INVITATION HOMES INC 4,700 4,700
IQVIA HOLDINGS INC 10,022 10,022
JABIL INC 8,922 8,922
JEFFERIES FINANCIAL GROUP INC 10,270 10,270
JOHNSON & JOHNSON 63,922 63,922
JOHNSON CONTROLS INTER F 13,734 13,734
JP MORGAN CHASE & CO 181,221 181,221
KELLANOVA 5,344 5,344
KENVUE INC 5,209 5,209
KEURIG DR PEPPER INC 5,011 5,011
KEYCORP NEW 5,759 5,759
KEYSIGHT TECHNOLOGIES INC 6,586 6,586
KIMBERLY CLARK CORP 6,028 6,028
KINDER MORGAN INC DEL 16,933 16,933
KKR & CO INC 21,447 21,447
KLA CORP 20,164 20,164
KRAFT HEINZ CO 5,374 5,374
KROGER CO 18,712 18,712
LABCORP HOLDINGS INC 8,026 8,026
LAM RESH CORP 20,224 20,224
LAMB WESTON HOLDINGS INC 5,079 5,079
LANDSTAR SYSTEMS INC. 6,874 6,874
LATTICE SEMICONDUCTOR CO 5,948 5,948
LAUDER ESTEE COS INC 5,174 5,174
LCI INDUSTRIES 5,273 5,273
LEAR CORP 9,281 9,281
LEIDOS HOLDINGS INC 4,178 4,178
LENNAR CORP 10,773 10,773
LENNOX INTERNATIONAL INC 6,093 6,093
LEONARDO DRS INC 5,170 5,170
LINDE PLC 35,168 35,168
LITHIA MTRS INC 7,149 7,149
LOCKHEED MARTIN CORP LOWES COS INC 22,839 22,839
LOWES COS INC 30,850 30,850
LPL FINANCIAL HOLDINGS INC 10,122 10,122
LULULEMON ATHLETICA INC 13,384 13,384
LYONDELLBASELL INDUSTRIES F 6,090 6,090
L3HARRIS TECHNOLOGIES INC 5,678 5,678
M & T BK CORP 12,033 12,033
MARATHON PETE CORP 15,066 15,066
MARRIOTT INTERNATIONAL INC NEW 16,179 16,179
MARSH & MCLENNAN COS INC 22,515 22,515
MARTIN MARIETTA MATLS INC 7,231 7,231
MARVELL TECHNOLOGY INC 8,836 8,836
MASTERCARD INC 95,836 95,836
MCDONALDS CORP 35,367 35,367
MCKESSON CORP 22,226 22,226
MEDTRONIC PLC 20,369 20,369
MERCK & CO, INC. 55,510 55,510
META PLATFORMS INC 354,819 354,819
METLIFE INC 16,130 16,130
METTLER-TOLEDO INTERNATIONAL INC 11,013 11,013
MICROCHIP TECHNOLOGY INC 4,588 4,588
MICRON TECHNOLOGY INC 23,228 23,228
MICROSOFT CORP 625,928 625,928
MOBILEYE GLOBAL INC 10,219 10,219
MODERNA INC 5,863 5,863
MOLINA HEALTHCARE INC 4,657 4,657
MONDELEZ INTERNATIONAL INC 14,992 14,992
MONOLITHIC POWER SYSTEMS INC 7,692 7,692
MONSTER BEVERAGE CORP NEW 12,194 12,194
MOODY'S CORP 11,834 11,834
MORGAN STANLEY 29,293 29,293
MOTOROLA SOLUTIONS INC 15,254 15,254
MSCI INC 13,200 13,200
NASDAQ INC 5,721 5,721
NETAPP INC 8,358 8,358
NETFLIX INC 97,154 97,154
NETSTREIT CORP 7,089 7,089
NEUROCRINE BIOSCIENCES INC 7,781 7,781
NEWMONT CORP 8,523 8,523
NEWS CORP NEW 5,618 5,618
NEXTERA ENERGY INC 30,612 30,612
NIKE INC 20,053 20,053
NISOURCE INC 11,763 11,763
NORFOLK SOUTHERN CORP 7,041 7,041
NORTHERN TRUST CORP 5,843 5,843
NORTHROP GRUMMAN CORP 15,017 15,017
NUCOR CORP 7,703 7,703
NVIDIA CORP 766,662 766,662
NVR INC 8,179 8,179
NXP SEMICONDUCTORS NVF 6,651 6,651
O REILLY AUTOMOTIVE INC 14,230 14,230
OCCIDENTAL PETE CORP 4,990 4,990
OLD DOMINION FREIGHT LIN 14,818 14,818
OMNICOM GROUP INC 4,560 4,560
ON SEMICONDUCTOR CORP 7,440 7,440
ONEOK INC NEW 15,060 15,060
ORACLE CORP 49,492 49,492
OTIS WORLDWIDE CORP 5,834 5,834
OWENS CORNING NEW 7,664 7,664
PACCAR INC 9,674 9,674
PACKAGING CORP AMER 5,853 5,853
PALANTIR TECHNOLOGIES INC 56,949 56,949
PALO ALTO NETWORKS INC 26,202 26,202
PARKER-HANNIFIN CORP 23,533 23,533
PAYCHEX INC 7,011 7,011
PAYCOM SOFTWARE INC 7,789 7,789
PAYPAL HOLDINGS INC 16,558 16,558
PENTAIR PLC 8,957 8,957
PEPSICO INC 36,646 36,646
PFIZER INC 33,587 33,587
PG&E CORP 18,687 18,687
PHILIP MORRIS INTERNATIONAL INC 48,862 48,862
PHILLIPS 66 12,191 12,191
PHINIA INC 7,611 7,611
PINNACLE FINL PARTNERS INC 9,151 9,151
PINNACLE WEST CAP CORP 8,986 8,986
PINTEREST INC 5,336 5,336
PNC FINANCIAL SERVICES 13,885 13,885
POOL CORP 6,478 6,478
PPG INDUSTRIES INC 5,614 5,614
PPL CORP 10,128 10,128
PRICE T ROWE GROUP INC 6,898 6,898
PRINCIPAL FINANCIAL GROUP INC 8,205 8,205
PROCTER & GAMBLE CO 73,598 73,598
PROGRESSIVE CORP OH 36,900 36,900
PRUDENTIAL FINANCIAL INC 19,083 19,083
PTC INC 5,516 5,516
PUBLIC SERVICES ENTERPRISE GR 13,772 13,772
PULTEGROUP INC 4,792 4,792
PURE STORAGE INC 7,863 7,863
QUALCOMM INC 41,170 41,170
QUANTA SERVICES INC 19,911 19,911
QUIDELORTHO CORP 802 802
RANGE RES CORP 7,268 7,268
RAYMOND JAMES FINANCIAL INC 8,232 8,232
REGENERON PHARMACEUTICAL 18,521 18,521
REGIONS FINANCIAL CORP NEW 6,350 6,350
REINSURANCE GROUP AMER 6,836 6,836
REPUBLIC SERVICES INC 10,663 10,663
RESMED INC 12,349 12,349
REVVITY INC 5,134 5,134
RIVIAN AUTOMOTIVE INC 5,426 5,423
ROCKWELL AUTOMATION INC 11,146 11,146
ROKU INC 5,204 5,204
ROPER TECHNOLOGIES INC 7,278 7,278
ROSS STORES INC 13,312 13,312
ROYAL CARIBBEAN GROUP F 12,688 12,688
RTX CORP 40,502 40,502
S&P GLOBAL INC 37,352 37,352
SAIA INC 5,469 5,469
SALESFORCE INC 77,565 77,565
SBA COMMUNICATIONS CORP 4,484 4,484
SCHLUMBERGER LTD 12,384 12,384
SEAGATE TECHNOLOGY HOLDINGS 4,661 4,661
SEMPRA 9,123 9,123
SERVICENOW INC 59,367 59,367
SHERWIN-WILLIAMS CO 18,016 18,016
SMUCKER J M CO 4,405 4,405
SMURFIT WESTROCK PLC 10,233 10,233
SNAP ON INC 8,826 8,826
SOLVENTUM CORP 1,982 1,982
SOUTHERN CO 21,321 21,321
SOUTHWEST AIRLINES CO 8,203 8,203
STARBUCKS CORP 23,725 23,725
STATE STREET CORP 7,754 7,754
STEEL DYNAMICS INC 5,704 5,704
STERIS PLC 4,522 4,522
STIFEL FINANCIAL CORP 4,031 4,031
STRYKER CORP 24,123 24,123
SYNCHRONY FINANCIAL 13,585 13,585
SYNOPSYS INC 20,870 20,870
SYSCO CORP 10,704 10,704
T-MOBILE US INC 23,618 23,618
TAKE-TWO INTERACTIVE SOF 11,413 11,413
TAPESTRY INC 7,382 7,382
TARGA RES CORP 13,209 13,209
TARGET CORP 14,329 14,329
TE CONNECTIVITY PLC F 6,863 6,863
TEXAS INSTRUMENTS INC 36,002 36,002
TEXTRON INC 8,490 8,490
THE CIGNA GROUP 21,263 21,263
THE COCA-COLA CO 43,333 43,333
THE MOSAIC CO 3,687 3,687
THERMO FISHER SCIENTIFIC 37,977 37,977
THOR INDUSTRIES INC 7,561 7,561
TJX COS INC NEW 35,881 35,881
TOLL BROS INC 7,809 7,809
TRACTOR SUPPLY CO 14,592 14,592
TRANE TECHNOLOGIES PLC 18,098 18,098
TRANSDIGM GROUP INC 15,207 15,207
TRAVELERS COS INC 21,439 21,439
TRIMBLE INC 5,723 5,723
TRUIST FINANCIAL CORP 6,464 6,464
TWILIO INC 6,809 6,809
TYLER TECHNOLOGIES INC 5,190 5,190
TYSON FOODS INC 4,940 4,940
UBER TECHNOLOGIES INC 23,464 23,464
ULTA BEAUTY INC 7,394 7,394
UNION PACIFIC CORP 22,804 22,804
UNITED PARCEL SERVICES INC 17,150 17,150
UNITED RENTALS INC 20,429 20,429
UNITED STS STL CORP NEW 5,438 5,438
UNITED THERAPEUTICS CORP 5,293 5,293
UNITED HEALTH GROUP INC 106,231 106,231
UNIVERSAL HEALTH SERVICES INC 4,127 4,127
UPSTART HOLDINGS INC 4,433 4,433
US BANCORP DEL 13,058 13,058
VALERO ENERGY CORP NEW 9,685 9,685
VERALTO CORP 4,889 4,889
VERISK ANALYTICS INC 5,509 5,509
VERIZON COMMUNICATIONS INC 43,429 43,429
VERTEX PHARMACEUTICALS INC 28,592 28,592
VERTIV HOLDINGS CO 5,340 5,340
VISA INC 91,652 91,652
VISTRA CORP 15,166 15,166
VULCAN MATERIALS CO 7,202 7,202
WABTEC 9,100 9,100
WALMART INC 108,872 108,875
WARNER BROS DISCOVERY INC 10,581 10,581
WASTE MANAGEMENT INC DEL 18,565 18,565
WATERS CORP 6,678 6,678
WATSCO INC 8,056 8,056
WEC ENERGY GROUP INC 5,360 5,360
WELLS FARGO & CO 52,610 52,610
WEST PHARMACEUTICAL SERVICES 5,896 5,896
WESTERN DIGITAL CORP 8,050 8,050
WILLIAMS COS INC 10,608 10,608
WILLIAMS SONOMA INC 8,333 8,333
WILLIS TOWERS WATSON P F 7,831 7,831
WINNEBAGO INDUSTRIES INC 4,061 4,061
XCEL ENERGY INC 7,630 7,630
XPEL INC 10,584 10,584
XPO INC 6,820 6,820
XYLEM INC 5,453 5,453
YUM BRANDS INC 5,769 5,769
ZIMMER BIOMET HOLDINGS INC 5,704 5,704
ZOETIS INC 16,130 16,130
ZOOM COMMUNICATIONS INC 5,876 5,876
3M CO 15,878 15,878

TY 2024 InvestmentsGovtObligationsSch
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
US Government Securities - End of Year Book Value:

5,447,332
US Government Securities - End of Year Fair Market Value:

5,447,332
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
KIMPACT EVERGREEN REAL ESTATE INVESTMENT FUND LP FMV 578,922 578,922
SANDOW LAKES RANCH FUND I, LLC FMV 3,520,491 3,520,491
ICAPTIAL -OAKTREE OPPORTUNITIES XI OFFSHORE ACCESS FD LP FMV 1,341,636 1,341,636
ICAPITAL INFRASTRUCTURE INVESTMENTS ACCESS FUND L.P (JP MORGAN INFRASTURCTU FMV 468,739 468,739
DOUBLELINE OPPORTUNISTIC INCOME FUND LTD -SERIES 0123B FMV 905,822 905,822
DOUBLELINE OPPORTUNISTIC INCOME FUND LTD -SERIES 1B FMV 556,785 556,785
DOUBLELINE OPPORTUNISTIC INCOME FUND LTD -SERIES 0123B FMV 495,279 495,279
MONROE CAPITAL INCOME LP FMV 505,854 505,854
PPB SLP VII ACCESS FUND FMV 272,071 272,071
OAKTREE SPECIAL SITUATIONS FMV 427,907 427,907
BLACKROCK PRIVATE OPPORTUNITY FUND V FMV 490,181 490,181
CHARLES SCHWAB -ISRAELI MINISTRY BOND-2747 FMV 1,000,000 1,000,000
LORD ABBETT CR OPPORTUNITIES INST FMV 134,699 134,699
PIMCO INCOME INSTL FMV 1,836,897 1,836,897
DODGE & COX INTERNATIONAL STOCK FMV 2,422,382 2,422,382
GQG PARTNERS EMERGING MARKETS EQUITY INST FMV 720,684 720,684
JOHCM INTERNATIONAL SELECT INST FMV 2,481,632 2,481,632
COLUMBIA EM CORE FMV 987,308 987,308
ISHARES GOLD ETF FMV 515,053 515,053
VANECK MORNINGSTAR WIDE FMV 9,275,653 9,275,653
AMERICAN TOWER CORP NEW REIT FMV 18,524 18,524
ANALONBAY CMNTYS INC REIT FMV 6,599 6,599
CROWN CASTLE INC REIT FMV 5,173 5,173
DIGITAL REALTY TR INC REIT FMV 15,250 15,250
EQUINIX INC REIT FMV 19,801 19,801
EQUITY RESIDENTIAL REIT FMV 5,884 5,884
ESSEX PROPERTY TR INC REIT FMV 5,138 5,138
EXTRA SPACE STORAGE INC REIT FMV 9,425 9,425
HEALTHPEAK PROPERTIES REIT FMV 5,959 5,959
IRON MOUNTAIN INC NEW REIT FMV 10,931 10,931
KIMCO REALTY CORP REIT FMV 6,631 6,631
PROLOGIS INC REIT FMV 24,628 24,628
PUBLIC STORAGE REIT FMV 11,978 11,978
REALITY INCOME CORP REIT FMV 5,448 5,448
SIMON PROPERTY GROUP INC NEW REIT FMV 14,121 14,121
VENTAS INC REIT FMV 7,773 7,773
VICI PROPERTIES INC REIT FMV 8,179 8,179
WELLTOWER INC REIT FMV 17,518 17,518
WEYERHAEUSER CO REIT FMV 6,362 6,362

TY 2024 LegalFeesSchedule
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 5,000 0   5,000


TY 2024 OtherAssetsSchedule
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DISTRIBUTION RECEIVABLES 44,602 204,467 204,467


TY 2024 OtherExpensesSchedule
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL PROCESSING 632 64   568
POSTAGE 43 0   43


TY 2024 OtherIncomeSchedule2
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PPB-SLP VII ACCESS FUND LP 92 92 92
K-1S -NON UBIT -16,517 -16,517 -16,517
K-1S- UBIT -104,195   -104,195
K-1S-OTHER -4,983   -4,983


TY 2024 OtherIncreasesSchedule
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Description Amount
CHANGE IN UNREALIZED GAINS (LOSSES) 663,436


TY 2024 OtherProfessionalFeesSchedule
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 276,776 276,776   0
INFORMATION TECHNOLOGY 2,200 0   2,200


TY 2024 TaxesSchedule
Name:
ALAN DONALD LEVE AND ANNETTE MELVA
 
LEVE FAMILY FOUNDATION
EIN:
85-4210648
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 13,000 0   0
STATE FILING FEES 638 0   638
PAYROLL TAXES 4,947 495   4,452
FOREIGN 20,010 20,010   0
UNRELATED BUISNESS INCOME TAXES 721 0   0