Francis And Gertrude Levett Foundation — Form 990PF, tax year 2024

View Francis And Gertrude Levett Foundation on 990iQ →

- TIN:

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.
right arrow

Go 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 12-01-2024 , and ending 11-30-2025

Name of foundation
FRANCIS AND GERTRUDE LEVETT
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 16508
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ST PETERSBURG, FL337336508

A Employer identification number

59-3614021

B Telephone number (see instructions)

(727) 824-8716

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$34,726,519J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	872,595		872,595
5a	Gross rents............	271,845		271,845
b	Net rental income or (loss) 214,919
6a	Net gain or (loss) from sale of assets not on line 10		540,514
b	Gross sales price for all assets on line 6a 6,352,575
7	Capital gain net income (from Part IV, line 2)...			540,514
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).......	List of Attached Documents: // Content	6,893
12	Total. Add lines 1 through 11........	1,691,847		1,684,954
13	Compensation of officers, directors, trustees, etc.	311,101		128,280	182,821
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	27,922	14,216	13,706
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	54,929	54,929
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	49,615	49,615
20	Occupancy..............
21	Travel, conferences, and meetings.......	6,125		6,125
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	5,888	5,888
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	455,580		259,053	196,527
25	Contributions, gifts, grants paid.......	1,237,146			1,237,146
26	Total expenses and disbursements. Add lines 24 and 25	1,692,726		259,053	1,433,673
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-879
b	Net investment income (if negative, enter -0-)			1,425,901
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	966,488	484,573	484,568
	2	Savings and temporary cash investments.........
	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)
	b	Investments—corporate stock (attach schedule).......	14,755,709	List of Attached Documents: // Content 14,824,046	20,493,474
	c	Investments—corporate bonds (attach schedule).......	9,340,459	List of Attached Documents: // Content 9,802,773	9,748,477
	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 3,600,000
		Less: accumulated depreciation (attach schedule) 407,257	3,242,358	List of Attached Documents: // Content 3,192,743	4,000,000
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	28,305,014	28,304,135	34,726,519
	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
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	28,305,014	28,304,135
	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........
	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).....	28,305,014	28,304,135
	30	Total liabilities and net assets/fund balances (see instructions).	28,305,014	28,304,135

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

28,305,014

Enter amount from Part I, line 27a .....................

-879

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

28,304,135

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

28,304,135

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	(d) Date sold (mo., day, yr.)
1 a	VISA INC	P	2024-12-13
b	WELLS FARGO & CO	P	2025-07-07
c	REALTY INCOME CORP	P	2025-03-13
d	MONDELEZ INTERNATIONAL INC	P	2025-11-24
e	INTUITIVE SURGICAL INC	P	2024-12-16
	WELLS FARGO & CO	P	2025-07-11
	GOLDMAN SACHS GROUP INC	P	2025-05-22
	MID-AMERICA APARTMENT COMMUNITIES IN	P	2025-11-24
	EMERSON ELECTRIC CO	P	2025-01-06
	WELLS FARGO & CO	P	2025-07-18
	PAYCHEX INC	P	2025-05-29
	TARGET CORP	P	2025-01-06
	META PLATFORMS INC	P	2025-07-25
	WASTE MANAGEMENT INC	P	2025-05-29
	NVIDIA CORP	P	2025-01-06
	ADOBE INC	P	2025-08-12
	UNITED HEALTH GROUP INC	P	2025-05-29
	MARVELL TECHNOLOGY INC	P	2025-01-06
	CSX CORP	P	2025-08-12
	MICROSOFT CORP	P	2025-06-30
	MARVELL TECHNOLOGY INC	P	2025-02-14
	SYSCO CORP	P	2025-09-25
	BANK OF NEW YORK MELLON	P	2025-06-30
	STARBUCKS CORP	P	2025-03-07
	TARGET CORP	P	2025-11-03
	BLACKROCK INC	P	2025-06-30
	MCDONALDS CORP	P	2025-03-10
	SOLSTICE ADVANCED MATERIALS INC	P	2025-11-04
	CHEVRON CORP	P	2025-06-30
	MCDONALDS CORP	P	2025-03-14
	SOLISTICE ADVANCED MATERIALS INC	P	2025-11-06
	BEST BUY CO INC	P	2025-08-28
	MCDONALDS CORP	P	2025-04-07
	IDEXX LABORATORIES INC	P	2025-11-13
	PFIZER INC	P	2025-08-28
	DOLLAR GENERAL CORP	P	2025-04-10
	US BANCORP	P	2025-01-14
	ACCENTURE PLC	P	2025-08-28
	UNITEDHEALTH GROUP INC	P	2025-05-19
	NASDAQ INC	P	2025-01-14
	STANLEY BLACK & DECKER INC	P	2025-08-28
	INTUITIVE SURGICAL INC	P	2025-06-10
	GENERAL MILLS	P	2025-01-14
	MARSH & MCIENNAN COS INC	P	2025-11-24
	NVIDIA CORP	P	2025-07-07
	MERECK & CO	P	2025-02-10
	ABBVIE INC	P	2025-11-24

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	39,006	38,137	869
b	6,488	5,847	641
c	294,571	278,037	16,534
d	342,683	345,131	-2,448
e	8,701	8,719	-18
	11,969	10,731	1,238
	500,000	500,000
	265,911	252,143	13,768
	47,005	49,813	-2,808
	50,145	46,181	3,964
	125,369	45,538	79,831
	12,221	10,739	1,482
	9,316	7,402	1,914
	49,432	17,578	31,854
	6,448	6,420	28
	29,252	43,690	-14,438
	184,697	226,039	-41,342
	31,610	24,517	7,093
	53,639	51,988	1,651
	106,580	13,516	93,064
	24,319	21,211	3,108
	51,068	46,908	4,160
	115,306	56,941	58,365
	52,757	49,578	3,179
	27,512	36,855	-9,343
	52,273	36,405	15,868
	13,317	12,367	950
	2,830	3,559	-729
	129,075	91,910	37,165
	7,182	7,067	115
	35	40	-5
	184,748	295,154	-110,406
	37,267	36,398	869
	62,313	38,579	23,734
	301,802	412,251	-110,449
	34,468	28,837	5,631
	335,762	367,998	-32,236
	325,031	231,427	93,604
	19,501	21,607	-2,106
	515,385	292,892	222,493
	282,337	364,719	-82,382
	10,015	10,353	-338
	231,408	250,735	-19,327
	294,446	349,378	-54,932
	12,343	11,646	697
	500,000	500,000
	555,032	255,080	299,952

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			869
b			641
c			16,534
d			-2,448
e			-18
			1,238

			13,768
			-2,808
			3,964
			79,831
			1,482
			1,914
			31,854
			28
			-14,438
			-41,342
			7,093
			1,651
			93,064
			3,108
			4,160
			58,365
			3,179
			-9,343
			15,868
			950
			-729
			37,165
			115
			-5
			-110,406
			869
			23,734
			-110,449
			5,631
			-32,236
			93,604
			-2,106
			222,493
			-82,382
			-338
			-19,327
			-54,932
			697

			299,952

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	540,514
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 ...................		3	-23,736

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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	19,820
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	19,820
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	19,820
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	34,080
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	34,080
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	14,260
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax14,260	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

WWW.LEVETTFOUNDATION.ORG

The books are in care of right arrow

HANCOCK WHITNEY TRUST COMPANY Telephone no. right arrow

(727) 824-8716

Located at right arrow

101 CENTRAL AVENUEST PETERSBURGFL ZIP+4 right arrow

33701

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

Yes

If "Yes," list the years right arrow

2023, 20, 20, 20

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.) ..............

Yes

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)	(e) Expense account, other allowances
HANCOCK WHITNEY TRUST COMPANY	CO TRUSTEE 20.00	242,926	0
101 CENTRAL AVENUE ST PETERSBURG,FL33701	CO TRUSTEE 20.00	242,926	0
PATRICIA ROTH	CO TRUSTEE 3.00	38,775	6,125
3300 1ST STREET OCEANSIDE,NY11572	CO TRUSTEE 3.00	38,775	6,125
ROBERT H WILLIS JR	CO TRUSTEE 3.00	29,400	0
PO BOX 30 ST PETERSBURG,FL33731	CO TRUSTEE 3.00	29,400	0

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...................

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

28,651,790

Average of monthly cash balances.......................

792,493

Fair market value of all other assets (see instructions)................

4,000,000

Total (add lines 1a, b, and c).........................

33,444,283

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

33,444,283

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

501,664

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

32,942,619

Minimum investment return. Enter 5% (0.05) of line 5................

1,647,131

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.)

Minimum investment return from Part IX, line 6..................

1,647,131

Tax on investment income for 2024 from Part V, line 5 .......

19,820

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

19,820

Distributable amount before adjustments. Subtract line 2c from line 1............

1,627,311

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,627,311

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,627,311

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,433,673

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,433,673

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7		1,627,311
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......	1,581,991
b Total for prior years:20 , 20, 20
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 ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,433,673
a Applied to 2023, but not more than line 2a	1,433,673
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2024.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............	148,318
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........		1,627,311
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) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACADEMY PREP CENTER OF ST PETE 2301 22ND AVENUE S ST PETERSBURG,FL33712			TRANSPORTATION FOR CHILDREN	35,000
PETS FOR PATRIOTS 218 E PARK AVENUE STE 543 LONG BEACH,NY11561			COMPANION PET ADOPTION FOR VETERANS	17,500
YMCA OF GREATER ST PETERSBURG 600 1ST AVENUE N 201 ST PETERSBURG,FL33701			SUPPORT FOR KID ZONE	83,333
TAMPA BAY WATCH 3000 PINELLAS BAYWAY S TIERRA VERDE,FL33715			DISCOVERY CENTER FUNDING	50,000
RONALD MCDONALD HOUSE CHARITIES 35 COLUMBIA DRIVE TAMPA,FL33606			FACILITIES EXPANSION	50,000
ANCHOR PROGRAM FUND INC 630 LIDO BLVD STE 1 LONG BEACH,NY11561			CAP ANCHOR EQUIPMENT	55,934
NEIGHBORLY CARE NETWORK 5225 TECH DATA DR STE 102 CLEARWATER,FL33760			WHEELCHAIR ACESSIBLE MINVAN SR CARE	77,421
NORTHEAST LITTLE LEAGUE 211 45TH AVE N ST PETERSBURG,FL33703			REPLACE DAMAGED EQUIPMENT	10,000
TOMORROW'S HOPE FOUNDATION 50 CHARLES LINDBERGH BLVD UNIONDALE,NY11553			CHILDHOOD EDUCATION PROGRAMS	40,500
GREAT EXPLORATIONS CHILDREN'S MUS 1925 4TH ST N ST PETERSBURG,FL33704			TRANSPORTATION FOR CHILDREN	70,000
INFINITE POTENTIAL LEARNING ACADEMY 1900 12TH ST S ST PETERSBURG,FL33705			PLAYGROUND EQUIPMENT	70,000
KAMP KIWANIS 9020 KIWANIS RD TABERG,NY13471			UPDATES TO FACILITY CAMP PROGRAMS	84,969
LEND A PAW 3523 WEIDNER AVE OCEANSIDE,NY11572			ANIMAL RESCUE SERVICES SUPPORT	5,000
LIGHTHOUSE OF PINELLAS 6925 112TH CIR N 103 LARGO,FL33773			UPGRADE EQUIPMENT-SERVICES FOR BLIND	41,476
OCEANSIDE LIBRARY 30 DAVIDSON AVE OCEANSIDE,NY11572			UPGRADE EQUIPMENT COMMUNITY SUPPORT	105,600
NATIONAL COUNCIL OF JEWISH WOMEN PE 342 CENTRAL AVENUE LAWERENCE,NY11559			BACK TO SCHOOL FUNDING PROGRAMS	50,000
VOICES OF HOPE FOR APHASIA 6798 CROSSWINDS DR N ST PETERSBURG,FL33710			SUPPORT FOR PEOPLE WITH APHASIA	9,660
LEARNING INDEPENDENCE TOMORROW INC 1005 S HIGHLAND AVE CLEARWATER,FL33756			ENHANCED EQUIPMENT EDUCATION PROGRAM	50,000
THE HOSPICE FOUNDATION OF THE FLORI 5771 ROOSEVELT BLVD CLEARWATER,FL33760			RENOVATION OF HOSPICE WING	50,000
MENORAH LIFE 255 59TH ST N ST PETERSBURG,FL33710			TRANSPORT VEHICLE FOR SENIORS	75,000
ST PETERSBURG FREE CLINIC 5501 4TH ST N ST PETERSBURG,FL33703			SUPPORT SERVICES HEALTH CARE	20,000
SUNCOAST VOICES FOR CHILDREN 15550 LIGHTWAVE DRIVE SUITE 200 CLEARWATER,FL33760			FOSTER CARE SERVICES	50,000
THE KIND MOUSE 111 2ND AVE SUITE 105 ST PETERSBURG,FL33701			COMMUNITY FOOD PROGRAM CHILDREN	20,000
SUNKEN GARDENS FOREVER FOUNDATION 1825 4TH ST N ST PETERSBURG,FL33704			COMMUNITY SUPPORT AND EDUCATION	30,000
FIRST UNITED METHODIST CHURCH OF ST 212 3RD ST N ST PETERSBURG,FL33701			COMMUNITY FOOD PROGRAMS	32,753
ST ANTHONY'S PARISH OUTREACH 15 INDIANOLA ROAD DES MOINES,IA50315			COMMUNITY FOOD PROGRAMS	20,000
OCEANSIDE COMMUNITY SERVICE 145 MERLE AVE OCEANSIDE,NY11572			SUPPORT FOR COMMUNITY NEEDS	20,000
VETERANS OF FOREIGN WARS 1309 NE 66TH AVE DES MOINES,IA50313			VETERANS SERVICES	13,000
Total ................................. 3a				1,237,146

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	872,595
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	214,919
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	540,514
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a2020 SECURITIES LITIGATION			14	6,893
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				1,634,921

13Total. Add line 12, columns (b), (d), and (e)..................

1,634,921

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type 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 (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

FRANCIS AND GERTRUDE LEVETT

FOUNDATION

EIN:

59-3614021

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	27,412	13,706		13,706
COMMERCIAL-ST. PETERSBURG	510	510

- TIN:

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

TY 2024 DepreciationSchedule

Name:

FRANCIS AND GERTRUDE LEVETT

FOUNDATION

EIN:

59-3614021

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included
LAND	2017-09-07	1,665,000
BUILDING	2017-09-07	1,935,000	357,642	S/L	39.0000	49,615	49,615

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

FRANCIS AND GERTRUDE LEVETT

FOUNDATION

EIN:

59-3614021

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AIR PRODUCTS & CHEMICALS	753,674	770,494
AMAZON INC	496,192	513,810
AUTOZONE INC 4.75% 01 AUG 2032	489,451	506,152
AUTOZONE INC 4.75% 01 FEB 2033	248,277	251,543
BANK OF AMERICA CORP DTD 10/21/16	503,464	494,730
BLACKROCK INC SR NT DTD 01/27/20	513,373	468,256
BRISTOL-MYERS SQUIBB CO	253,575	253,381
CIGNA GROUP	498,252	517,838
CINTAS CORPORATION NO 2 DTD	502,537	498,445
COMCAST CORP DTD 08/07/17	517,644	491,165
CONOCOPHILLIPS CO 4.85% 15 JAN 2032	499,297	515,138
EXXON MOBIL CORP SR GLBL NT DTD	249,547	249,413
FLORIDA POWER & LIGHT CO	492,783	506,308
HOME DEPOT INC DTD 03/30/20	518,979	473,607
HONEYWELL INTERNATIONAL INC	487,877	504,470
JOHNSON & JOHNSON DTD 08/25/20	502,586	446,400
MERCK & CO INC SR NT DTD
META PLATFORMS INC	494,676	509,760
MORGAN STANLEY FR DTD 07/25/16	508,618	497,179
NEXTERA ENERGY CAPITAL HOLDINGS INC	252,700	256,888
ORACLE GROUP	521,614	525,035
PEPSICO INC DTD 02/24/16	497,657	498,465
THE GOLDMAN SACH GROUP INC DTD 05/22

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

FRANCIS AND GERTRUDE LEVETT

FOUNDATION

EIN:

59-3614021

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES	177,179	172,082
ABBVIE INC COM
ABBVIE INC COM	30,200	63,756
ACCENTURE PLC
ADOBE INC
AFLAC INC	149,976	361,265
ALPHABET INC	85,015	156,568
ALPHABET INC	189,573	192,108
AMAZON INC	89,183	100,518
AMERICAN WATER WORKS CO INC	300,333	312,168
AMGEN INC	301,654	412,134
ANALOG DEVICES INC	51,806	64,743
APPLE INC	253,321	383,419
APPLE INC	101,392	123,531
BANK OF AMERICA CORP	348,979	409,886
BANK OF NEW YORK MELLON CORP	184,266	448,400
BECTON DICKINSON & CO	49,524	43,266
BEST BUY CO INC
BLACKROCK INC	299,128	418,920
BOEING CO	51,129	65,961
BRISTOL-MYERS SQUIBB CO	90,130	94,710
BROADCOM INC	58,901	101,143
CARISLE COS INC	30,314	25,764
CF INDUSTRIES HOLDINGS INC	171,959	175,108
CHEVRON CORP	259,142	392,938
CINCINNATI FINANCIAL CORP	91,784	92,175
CITIGROUP INC	54,891	81,015
COCA-COLA CO	340,098	475,280
COSTCO WHOLESALE CORP	178,515	182,718
CSX CORP SR NT DTD 07/21/14
CUMMINS INC	321,226	398,384
CVS HEALTH CORP	115,641	128,576
DELTA AIR LINES INC	32,072	51,280
DOLLAR GENERAL CORP
DUKE ENERGY CORP	334,304	439,987
EBAY INC	157,075	140,743
ECOLAB INC	50,931	52,280
EMERSON ELECTRIC CO
EOG RESOURCES INC	36,428	28,688
EXXON MOBIL CORP	552,561	579,600
FASTENAL CO	238,719	282,800
FRANKLIN RESOURCES INC	274,226	281,810
GENERAL DYNAMICS CORP	187,600	452,660
GENERAL MILLS INC
GOLDMAN SACHS GROUP INC	69,367	97,473
GOLDMAN SACHS GROUP INC	176,155	185,859
HEWLETT PACKARD ENTERPRISE CO	92,813	87,480
HOME DEPOT INC	333,174	615,687
HONEYWELL INTERNATIONAL INC	60,269	54,005
INGERSOLL RAND INC	53,580	54,712
INTERNATIONAL BUSINESS MACHINES CORP	297,599	439,727
INTUIT INC	27,497	25,997
INTUITIVE SURGICAL INC	42,445	44,731
JOHNSON & JOHNSON	301,705	452,120
JPMORGAN CHASE & CO COM	263,771	698,168
KOHLS CORP	198,063	319,670
L3 HARRIS TECHNOLOGIES INC	352,531	476,560
LAM RESEARCH CORP	136,181	204,360
LOWE'S COS INC	66,250	63,530
MARSH & MCLENNAN COS INC	60,633	52,467
MARVELL TECHNOLOGY INC
MASTERCARD INC	59,002	63,311
MATERIALS SELECT SECTOR SPDR FUND	317,808	317,370
MCDONALDS CORP	239,045	417,839
MCDONALDS CORP
MEDTRONIC PLC SHS	391,246	466,085
MERCK & CO	260,237	424,562
META PLATFORMS INC	80,743	91,361
MICROSOFT CORP	70,579	541,211
MICROSOFT CORP	16,983	132,351
MID AMERICA APARTMENT COMM
NASDAQ INC COM
NEXSTAR MEDIA GROUP INC	176,016	184,454
NEXTERA ENERGY INC	255,069	415,918
NVIDIA CORP	126,165	149,565
NXP SEMICONDUCTORS NV	37,795	44,641
OLD REPUBLIC INTERNATIONAL CORP	182,467	183,478
PAYCHEX INC	175,061	301,563
PAYPAL HOLDING INC	29,602	21,252
PEPSICO INC	250,980	322,022
PFIZER INC
PNC FINANCIAL SERVICES GROUP INC	303,056	381,440
PROCTER & GAMBLE CO	333,398	411,144
PROLOGIS INC	254,094	510,907
QUEST DIAGNOSTICS INC	176,208	193,910
REALTY INCOME CORP
SALEFORCE INC	51,653	42,419
SERVICENOW INC	29,762	25,997
SHERWIN-WILLIAMS CO	61,852	62,552
SOUTHERN CO	257,868	334,866
SOUTHERN CO	28,651	29,250
STANLEY BLACK & DECKER
STARBUCKS CORP
SYSCO CORP
TARGET CORP
TEXAS INSTRUMENTS INC	398,138	500,603
UNION PACIFIC CORP	324,430	417,294
UNITED PARCEL SERVICE	171,828	160,448
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
US BANCORP
VERIZON COMMUNICATIONS	422,611	360,740
VISA INC
WALT DISNEY CO	361,227	381,316
WASTE MANAGEMENT INC	209,264	544,675
WELLS FARGO & CO

- TIN:

TY 2024 LandEtcSchedule2

Name:

FRANCIS AND GERTRUDE LEVETT

FOUNDATION

EIN:

59-3614021

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
BUILDINGS	1,935,000	407,257	1,527,743	1,600,000
LAND	1,665,000		1,665,000	2,400,000

- TIN:

TY 2024 OtherExpensesSchedule

Name:

FRANCIS AND GERTRUDE LEVETT

FOUNDATION

EIN:

59-3614021

Description	Revenue and Expenses per Books	Net Investment Income
COMMERCIAL-ST. PETERSBURG
INSURANCE	1,835	1,835
EXPENSES
WEBSITE DESIGN	213	213
SOFTWARE	3,443	3,443
FILING FEES	139	139
INVESTMENT FEES	258	258

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

FRANCIS AND GERTRUDE LEVETT

FOUNDATION

EIN:

59-3614021

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
2020 SECURITIES LITIGATION	6,893

- TIN:

TY 2024 TaxesSchedule

Name:

FRANCIS AND GERTRUDE LEVETT

FOUNDATION

EIN:

59-3614021

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME	49,963	49,963
COMMERCIAL-ST. PETERSBURG	4,966	4,966