Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
LEVELER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 114 W 47TH STREET
  Room/suite
City or town
NEW YORK
State or province
NY
Country  
ZIP or foreign postal code
10036
A Employer identification number

39-6051879
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,360,434J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 83,479 85,093  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,013
b Gross sales price for all assets on line 6a 870,788
7 Capital gain net income (from Part IV, line 2)... 108,856
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 192,492 193,949  
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
5,250 2,625   2,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,218 28,447   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,379 1,743   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,112 0   5,112
22 Printing and publications..........        
23 Other expenses (attach schedule).......   2,234    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,959 35,049   7,737
25 Contributions, gifts, grants paid....... 183,000 183,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 222,959 35,049   190,737
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,467
b Net investment income (if negative, enter -0-) 158,900
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 8 4 4
2 Savings and temporary cash investments......... 57,034 70,741 70,741
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 296,817 Click to see attachment
List of Attached Documents:
// Content
296,646 		279,833
b Investments—corporate stock (attach schedule)....... 2,266,096 Click to see attachment
List of Attached Documents:
// Content
2,229,382 		2,686,414
c Investments—corporate bonds (attach schedule)....... 336,721 Click to see attachment
List of Attached Documents:
// Content
329,436 		323,442
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,956,676 2,926,209 3,360,434
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,767,157 2,767,157
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 189,519 159,052
29 Total net assets or fund balances (see instructions)..... 2,956,676 2,926,209
30 Total liabilities and net assets/fund balances (see instructions). 2,956,676 2,926,209
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
2,956,676
2
Enter amount from Part I, line 27a .....................
2
-30,467
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,926,209
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,926,209
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 870,722   761,932 108,790
b 66     66
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       108,790
b       66
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 108,856
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 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 2,209
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 2,209
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 2,209
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,005
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 2,005
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....... 9 204
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
AZ
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 2025 or the taxable year beginning in 2025? 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 addressLEVELERFOUNDATION.ORG
14
The books are in care ofUBS FINANCIAL SERVICES Telephone no. (503) 221-5800

Located at1000 HARBOR BLVDWEEHAWKENNJ ZIP+407086
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
KURT SPREYER PRESIDENT
1.00 		0 0 0
114 W 47TH STREET
NEW YORK,NY10036
DAN WARNER VICE PRESIDENT
1.00 		0 0 0
114 W 47TH STREET
NEW YORK,NY10036
CHARLES TAMPIO TRUSTEE
1.00 		0 0 0
114 W 47TH STREET
NEW YORK,NY10036
JESSIE TAMPIO TRUSTEE
1.00 		0 0 0
114 W 47TH STREET
NEW YORK,NY10036
ED WARNER TRUSTEE
1.00 		0 0 0
114 W 47TH STREET
NEW YORK,NY10036
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,168,858
b
Average of monthly cash balances.......................
1b
63,310
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,232,168
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,232,168
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
48,483
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,183,685
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
159,184
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
159,184
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,209
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,209
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
156,975
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
156,975
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
156,975
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, line 26, column (d) ..........
1a
190,737
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
190,737
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 156,975
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 12,328
c From 2022...... 20,788
d From 2023...... 5,273
e From 2024...... 33,470
f Total of lines 3a through e ........ 71,859
4Qualifying distributions for 2025 from Part
XI, line 4: $ 190,737
a Applied to 2024, 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 2025 distributable amount..... 156,975
e Remaining amount distributed out of corpus 33,762
5 Excess distributions carryover applied to 2025. 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 5 105,621
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		105,621
10 Analysis of line 9:
a Excess from 2021 .... 12,328
b Excess from 2022 .... 20,788
c Excess from 2023 .... 5,273
d Excess from 2024 .... 33,470
e Excess from 2025 .... 33,762
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ASSISTANCE LEAGUE OF TUCSON

1307 N ALVERNON WAY
TUCSON,AZ85712 		    SUPPORT FOR THE TUCSON COMMUNITY 8,000

ASYLUM WORKS

1718 CONNECTICUT AVE NW STE 300
WASHINGTON,DC20009 		    GENERAL SUPPORT 15,000

CASA SAN JOSE

2116 BROADWAY AVE
PITTSBURGH,PA15216 		    GENERAL SUPPORT 10,000

CENTER ON RACE POVERTY & THE ENVIRONMENT

5901 CHRISTIE AVE
EMERYVILLE,CA94608 		    SUPPORTS ENVIRONMENTAL JUSTICE FOR COMMUNITIES OF COLOR IN KERN, KINGS AND TULAR COUNTIES 8,000

COMMUNITY FOUNDATION FOR THE ALLEGHANIES

116 MARKET ST STE 4
JOHNSOTOWN,PA15901 		    GENERAL SUPPORT 8,000

COMMUNITY HOME REPAIR PROJECTS OF ARIZONA INC

PO BOX 26215
TUCSON,AZ85726 		    PROTECTS THE INTEGRITY OF ORGANIC, SUSTAINABLE, LOCAL AND DIRECT AGRICULTURE MARKET 10,000

CORNUCOPIA INSTITUTE

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

EDUCATOR COLLECTIVE FOR ENVIRONMENTAL JUSTICE

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

NEIGHBORHOOD RESILIENCE PROJECT

2038 BEDFORD AVE
PITTSBURGH,PA15219 		    SUPPORT THE CARE AND NURTURE OF HOMELESS WOMEN 10,000

NORCAL RESIST

620 JONES WAY
SACRAMENTO,CA95818 		    GENERAL SUPPORT 12,000

OPERA NOVA

PO BOX 7057
ARLINGTON,VA22207 		    GENERAL SUPPORT 5,000

SABINO CANYON VOLUNTEER NATURALISTS

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

SAGRADO WELLNESS

2030 E BROADWAY BLVD STE 110
TUCSON,AZ85719 		    GENERAL SUPPORT 5,000

SOLUTIONS IN HOMETOWN CONNECTIONS

6811 KENILWORTH AVE STE 606
RIVERDALE,MD20737 		    GENERAL SUPPORT 12,000

TUCSON INTERFAITH HIVAIDS NETWORK

2660 N FIRST AVE
TUCSON,AZ85719 		    GENERAL SUPPORT 8,000

VALLEJO PROJECT (VASA EDUCATIONAL SERVICES)

2160 SACRAMENTO ST
VALLEJO,CA94590 		    GENERAL SUPPORT 9,000

WHOLLY H20 (INQUIRING SYSTEMS INC)

887 SONOMA AVE STE 23
SANTA ROSA,CA95404 		    GENERAL SUPPORT 9,000

DUQUESNE UNIVERSITY

600 FORBEST AVE
PITTSBURGH,PA15282 		    PSYCHOLOGY DEPARTMENT 4,000

EAST BAY JUSTICE PROJECT

3124 SHATTUCK AVE
BERKELEY,CA94705 		    GENERAL SUPPORT 5,000

THERAPEUTIC RIDING OF TUCSON (TROT)

8920 E WOODLAND RD
TUCSON,AZ85749 		    GENERAL SUPPORT 6,000

CISV PITTSBURGH

PO BOX 4939
PITTSBURGH,PA15206 		    GENERAL SUPPORT 6,000

INCLUSIVE ACADEMY

410 W SIMMONS RD
TUCSON,AZ85705 		    GENERAL SUPPORT 8,000

SOROPTIMIST INTERNATIONAL OF PHOENIX INC

PO BOX 36833
PHOENIX,AZ86506 		    GENERAL SUPPORT 4,000
Total ................................. 3a 183,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 83,479  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 109,013  
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) .. 0 192,492 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
192,492
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 5,250 2,625   2,625

TY 2025 InvestmentsCorpBondsSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 13,159 13,382
AMAZON COM INC 15,762 14,471
AMER HONDA FIN CORP 3,000 3,005
AMERICAN EXPRESS CO 5,000 5,012
AMERICAN HONDA 2,000 2,003
AMPHENOL CORP 4,002 4,007
AT&T INC 14,337 14,535
BANK OF AMER CORP 14,008 13,328
BANK OF AMER CORP 5,047 5,074
BANK OF MONTREAL 4,004 4,018
BANK OF NOVA SCOTIA 2,001 2,007
BK OF AMER CORP 4,000 4,001
BK OF NOVA SCOTIA 2,009 2,010
CHEVRON USA INC 6,010 6,023
CITIGROUP INC 13,249 12,919
CITIGROUP INC 5,005 5,005
COMCAST CORP 14,723 14,074
CON EDISON CO OF NY INC 4,003 4,007
CVS HEALTH CORP 14,567 14,050
ENTERPRISE PRODUCTS OPER 15,710 13,259
GENL MOTORS FINL CO INC 3,850 4,006
GOLDMAN SACHS GROUP INC 2,000 2,025
GOLDMAN SACHS GROUP INC 4,856 5,031
GOLDMAN SACHS GROUP INC 14,069 13,929
HCA INC 2,000 2,013
HP ENTERPRISE CO 2,000 2,007
JOHN DEERE CAPITAL CORP 3,000 3,013
JOHN DEERE CAPITAL CORP 3,000 3,010
JPMORGAN CHASE & CO 5,035 5,036
JPMORGAN CHASE & CO 19,848 19,059
JPMORGAN CHASE & CO 1,763 2,006
KEURIG DR PEPPER INC 4,005 4,006
MARSH & MCLENNAN COS INC 3,000 3,017
NATIONAL RURAL UTIL COOP 6,000 6,027
NEXTERA ENERGY CAPITAL 6,010 6,021
ORACLE CORP 4,014 3,947
PHILIP MORRIS INTL INC 6,002 6,033
PNC FINL SERV GRP INC 2,019 2,021
RIO TINTO FIN PLC 3,000 3,025
ROYAL BANK OF CANADA 2,000 2,005
ROYAL BK OF CANADA 2,000 2,009
TORONTO-DOMINION BK 2,002 2,007
TOYOTA MOTOR CREDIT CORP 3,000 3,014
UNITEDHEALTH GROUP INC 14,477 14,365
US BANCORP 1,920 1,954
VERIZON COMMUNICATIONS 14,342 14,035
WELLS FARGO & CO 5,003 5,011
WELLS FARGO & CO 14,256 13,910
WILLIAMS COS INC 13,369 13,710

TY 2025 InvestmentsCorpStockSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 10,465 12,007
ABB LTD 4,508 11,096
ABBOTT LABS 7,083 7,392
ABBVIE INC 7,168 9,597
ACCENTURE PLC 1,127 1,073
ADVANCED MICRO DEVICES INC 4,822 4,069
AIA GROUP LTD 7,899 6,319
AIR LIQUIDE 2,690 3,718
AIR PROD & CHEMICAL INC 7,326 6,423
AIRBUS SE 3,874 6,835
AKAMAI TECHNOLOGIES INC 1,025 960
ALBANY INTL CORP 638 406
ALBEMARLE CORP 1,634 1,273
ALIBABA GROUP HLDG LTD 3,380 4,251
ALNYLAM PHARMACEUTICALS INC 2,354 2,386
ALPHABET INC 24,346 38,284
AMADEUS IT GROUP 6,228 7,200
AMAZON.COM INC 12,171 13,849
AMER EXPRESS CO 3,676 8,139
AMERICAN TOWER CORP 2,137 1,756
AMPHENOL CORP 1,483 3,784
ANALOG DEVICES INC 3,885 6,509
ANHEUSER BUSCH INBEV 2,522 2,498
APPLE INC 29,129 35,342
APPLOVIN CORP 2,612 4,717
ARCHROCK INC 580 1,665
ARES MANAGEMENT CORP 3,227 3,717
ARISTA NETWORKS INC 308 524
ARROW ELECTRONICS INC 1,016 992
ASML HLDG 9,578 13,908
ASTRAZENECA PLC 5,441 9,928
AVALONBAY COMMUNITIES INC 1,393 1,269
AVANTOR INC 857 642
BAE SYSTEMS PLC 4,007 5,851
BANCO BILBAO 3,208 4,918
BANCO SANTANDER 3,067 4,469
BANK OF AMER CORP 7,689 12,210
BANK OF NEW YORK MELLON CORP 5,377 7,314
BARRICK MINING CORP 2,580 3,266
BECTON DICKINSON & CO 2,723 2,135
BEONE MEDICINES LTD 1,422 2,430
BERKSHIRE HATHAWAY INC 1,852 2,011
BIO RAD LABORATORIES INC 1,295 1,212
BLACKROCK INC 2,089 3,211
BLACKSTONE INC 3,500 3,854
BOOKING HLDGS INC 4,852 5,355
BORGWARNER INC 920 1,217
BOX INC 1,023 1,226
BRISTOL MYERS SQUIBB CO 4,139 3,075
BRITISH AMER TOBACCO PLC 2,442 3,397
BROADCOM INC 11,974 24,227
BXP INC 1,031 1,012
CABOT CORP 760 795
CACI INTL INC 1,169 1,066
CAPITAL ONE FINCL CORP 5,099 7,756
CARRIER GLOBAL CORP 3,364 3,065
CARVANA CO 3,223 3,798
CBRE GROUP INC 1,000 2,090
CDN NATL RAILWAY CO 4,826 3,954
CELESTICA INC 1,444 2,069
CENCORA INC 1,418 3,040
CENTENE CORP 1,159 782
CF INDUSTRIES HOLDINGS INC 1,676 1,469
CHARLES RIVER LABORATORIES 1,217 1,197
CHENIERE ENERGY INC 454 389
CHEVRON CORP 7,567 7,468
CHUBB LTD 1,370 2,185
CHUGAI PHARMACEUTICAL LTD 3,341 3,757
CIENA CORP 2,170 2,573
CIRRUS LOGIC INC 850 1,304
CITIGROUP INC 4,848 5,718
CLOUDFLARE INC 3,884 4,140
CME GROUP INC 2,940 3,550
CMS ENERGY CORP 2,477 2,657
COCA COLA CO 6,313 6,851
COMCAST CORP 4,474 3,348
COMPUTERSHARE LTD 1,809 1,673
CONMED CORP 912 487
CONOCOPHILLIPS 8,764 8,425
COPT DEFENSE PROPERTIES SBI 721 751
CORNING INC 1,914 4,991
CROWDSTRIKE HLDGS INC 2,822 2,813
CVS HEALTH CORP 4,086 4,920
D R HORTON INC 2,654 2,881
DAIICHI SANKYO CO LTD 5,208 3,675
DAIKIN INDS LTD 3,350 2,576
DANAHER CORP 3,616 3,892
DANONE 2,191 3,247
DARDEN RESTAURANTS INC 739 1,104
DBS GROUP HLDGS LTD 2,525 5,620
DEERE AND CO 6,611 7,915
DEUTSCHE BANK 3,080 6,979
DEUTSCHE BOERSE 3,464 3,418
DIGITAL REALTY TRUST INC 1,940 1,857
DOMINION ENERGY INC 5,096 5,039
DOORDASH INC 1,382 2,038
DOVER CORP 3,956 5,857
DSV 5,431 7,075
EAST WEST BANCORP INC 723 1,124
EASTMAN CHEMICAL CO 927 702
EATON CORP PLC 4,879 7,644
EMCOR GROUP INC 1,197 1,224
ENGIE SPON ADR 3,352 6,147
EOG RESOURCES INC 5,470 4,935
EPIROC AKTIEBOLAG 5,924 6,768
ESSILORLUXOTTICA 4,868 9,188
EVOLUTION 2,650 2,106
FERRARI 2,126 1,848
FIDELITY 4,360 3,988
FIRSTCASH HLDGS INC 581 1,275
FORMFACTOR INC 911 1,283
FUJITSU LTD 2,133 3,925
GALLAGHER ARTHUR J & CO 3,090 3,882
GATX CORP 909 1,526
GE AEROSPACE 5,366 6,161
GE VERNOVA LLC 6,805 7,189
GENL DYNAMICS CORP 5,149 7,407
GILEAD SCIENCES INC 3,132 3,559
GOLDMAN SACHS GROUP INC 10,595 15,822
HALMA PLC 4,245 5,228
HEIDELBERGCEMENT 2,128 2,344
HEWLETT PACKARD ENTERPRISE CO 4,708 5,525
HEXCEL CORP 874 1,256
HIMS & HERS HEALTH INC 2,225 1,429
HITACHI LTD 3,259 6,490
HOLOGIC INC 1,178 1,266
HOME DEPOT INC 4,856 5,162
HONG KONG EXCHANGES & CLEARING LTD 4,596 6,411
HOULIHAN LOKEY INC 702 1,394
HOYA CORP 1,594 1,971
HUNTINGTON INGALLS INDS INC 1,167 2,040
IBERDROLA 5,617 7,776
IMPERIAL BRANDS PLC 3,631 5,713
INDUSTRIA DE DISENO TEXTIL IND 2,441 7,260
INSMED INC 4,609 7,310
INSPERITY INC 1,210 426
INTERCONTINENTALEXCHANGE GROUP 1,212 1,134
INTESA SANPAOLO 3,871 4,203
INTL BUSINESS MACH 6,708 9,183
INTUIT 2,074 3,312
INTUITIVE SURGICAL INC 907 1,133
ITOCHU CORP 3,230 4,679
JOHNSON & JOHNSON 10,539 12,831
KEYENCE CORP 4,748 3,600
KINGSPAN GROUP PLC 2,408 2,468
KOMATSU LTD 2,504 2,127
LAM RESEARCH CORP 1,081 2,397
LILLY ELI & CO 10,118 11,821
LONDON STOCK EXCHANGE GROUP 6,507 7,520
LOREAL CO 5,601 5,739
LOWES COMPANIES INC 6,368 6,511
LUMENTUM HOLDINGS INC 728 737
LVMH MOET HENNESSY LOUIS 8,583 8,295
MARUBENI CORP 2,592 3,585
MASTERCARD INC 10,464 13,701
MCDONALDS CORP 7,717 8,558
MCKESSON CORP 1,578 2,461
MDU RESOURCES GROUP INC 1,094 1,210
MEDTRONIC PLC 3,299 3,458
MERCADOLIBRE INC 2,364 2,014
MERCK & CO INC 4,419 4,947
META PLATFORMS INC 7,255 11,882
MICROSOFT CORP 44,687 53,682
MIDDLEBY CORP 1,229 1,338
MONDELEZ INTL INC 3,782 3,122
MONOLITHIC POWER SYSTEMS INC 405 906
MOOG INC 545 1,705
MORGAN STANLEY 3,603 7,101
MTU AERO ENGINES HLDGS 1,833 3,752
MUNICH RE GROUP 3,548 4,471
NATERA INC 3,917 5,269
NATWEST GROUP PLC 3,357 7,140
NESTLE 7,115 6,026
NETFLIX INC 2,704 3,375
NEXTERA ENERGY INC 4,505 4,656
NIKE INC 2,995 2,676
NINTENDO LTD 4,493 3,996
NORFOLK STHN CORP 2,109 2,598
NOVO NORDISK 8,001 7,632
NVIDIA CORP 27,248 61,918
NXP SEMICONDUCTORS 3,748 4,124
ON SEMICONDUCTOR CORP 961 975
ORACLE CORP 7,670 5,263
PACKAGING CORP 1,921 2,062
PALANTIR TECHNOLOGIES INC 6,577 7,288
PALO ALTO NETWORKS INC 992 1,105
PAPA JOHNS INTL INC 728 577
PENN ENTERTAINMENT INC 500 339
PEPSICO INC 3,158 2,727
PHILIP MORRIS INTL INC 11,193 14,276
PROCTER & GAMBLE CO 4,949 4,729
PROGRESSIVE CORP 3,613 4,327
PROLOGIS INC 2,907 3,064
PUBLIC SERVICE ENTERPRSE 976 1,285
QIAGEN 1,117 1,079
QUANTA SERVICES INC 1,458 2,532
QUEST DIAGNOSTICS INC 1,575 1,735
RAYMOND JAMES FINANCIAL CORP 1,010 1,766
RECRUIT HLDGS CO LTD 3,122 4,039
REINSURANCE GROUP AMER INC 1,013 1,628
RELX PLC 4,500 5,214
REPUBLIC SERVICES INC 2,159 2,967
RHEINMETALL 1,240 2,924
RIO TINTO PLC 1,803 1,841
ROBINHOOD MKTS INC 4,245 5,090
ROBLOX CORP 3,887 2,512
ROCKET LAB CORP 904 907
ROLLS ROYCE HOLDINGS PLC 4,255 11,947
ROYAL KPN 2,507 3,259
RTX CORP 6,578 10,454
RWE 6,635 7,677
RYANAIR HOLDINGS PLC 4,441 5,631
RYDER SYSTEM INC 687 1,723
SAFRAN 4,890 13,058
SAP 7,027 9,473
SBA COMMUNICATIONS CORP 1,181 967
SCHWAB CHARLES CORP 7,815 11,390
SEA LTD 3,380 2,679
SEAGATE TECHNOLOGY HLDGS 1,159 4,131
SERVICENOW INC 2,923 2,298
SHIN ETSU CHEM CO LTD 3,720 2,976
SHOPIFY INC 4,909 8,531
SMC CORP 4,849 2,765
SMITH A O CORP 1,125 1,271
SNAP ON INC 1,077 1,723
SNOWFLAKE INC 1,521 1,755
SOFI TECHNOLOGIES INC 3,398 3,744
SONOCO PRODUCTS CO 1,049 786
SONY GROUP CORP 6,625 6,426
STANDARD CHARTERED PLC 2,864 5,193
SUZUKI MOTOR CORP LTD 2,701 3,548
SYNOPSYS INC 571 470
TAIWAN SEMICONDUCTOR MFG CO LTD 6,042 14,283
TDK CORP 2,342 4,301
TELEDYNE TECHNOLOGIES INC 1,424 1,532
TENCENT HLDGS LTD 3,102 3,292
TERUMO CORP 1,513 1,189
TEXAS INSTRUMENTS 5,470 5,378
THE CIGNA GROUP 4,373 4,404
TJX COS INC 2,205 5,223
TOKYO ELECTRON LTD 2,693 4,222
TOTALENERGIES 5,312 5,430
TRANE TECHNOLOGIES PLC 985 1,946
TRAVELERS COS INC 2,139 2,901
TWILIO INC 902 995
UBER TECHNOLOGIES INC 1,291 1,225
UNICREDIT SPA 4,241 9,662
UNION PACIFIC CORP 7,886 7,633
UNITEDHEALTH GROUP INC 7,159 4,621
VALMONT INDUSTRIES INC 1,063 1,609
VANGUARD COMMUNICATION SERVICES ETF 56,216 78,614
VANGUARD EXTD MKT ETF 57,259 69,846
VANGUARD FTSE DEVELOPED MKT ETF 57,355 71,716
VANGUARD FTSE EMERGING MARKETS ETF 53,683 70,157
VANGUARD INFORMATION TECHNOLOGY ETF 132,105 180,907
VANGUARD S&P 500 ETF 231,817 386,939
VANGUARD UTILITIES ETF 30,467 32,197
VENTAS INC 2,602 3,559
VERIZON COMMUNICATIONS INC 3,321 2,484
VISA INC 1,677 1,753
VISTRA CORP 1,587 1,290
VOLVO 1,948 2,203
WALMART INC 8,975 13,257
WALT DISNEY CO 1,970 2,047
WEBSTER FINANCIAL CORP 981 1,321
WEC ENERGY GROUP INC 769 949
WELLS FARGO & CO 7,648 15,378
WESTERN ASSET SMASH SERIES C FUND 95,544 90,908
WESTERN ASSET SMASH SERIES CORE PLUS 343,831 259,704
WESTERN ASSET SMASH SERIES M FUND 148,465 119,267
WEX INC 1,256 893
WINTRUST FINANCIAL CORP 1,154 1,258
WOLTERS KLUWER 4,170 3,313
WOODWARD INC 906 2,720
WSTN DIGITAL CORP 2,364 2,411
XCEL ENERGY INC 3,900 4,062
YUM! BRANDS INC 2,139 2,420

TY 2025 InvestmentsGovtObligationsSch
Name:
LEVELER FOUNDATION
EIN:
39-6051879
US Government Securities - End of Year Book Value:

296,646
US Government Securities - End of Year Fair Market Value:

279,833
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 OtherProfessionalFeesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 27,761 27,761   0
OTHER INVESTMENT EXPENSES 457 686   0


TY 2025 TaxesSchedule
Name:
LEVELER FOUNDATION
EIN:
39-6051879
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 1,379 1,743   0