2023-11-15T17:29:50-06:00 2022-12-31 WITHUMSMITHBROWNPC 500 UNICORN PARK DRIVE SUITE 101 WOBURN MA 01801 990PF 2022-01-01 043477836 THE JOSEPH R LEVIS FOUNDATION INC % JOSEPH R LEVIS JOSE 9787944900 23 BOBBY JONES DRIVE ANDOVER MA 01810 JOSEPH R LEVIS President 9787944900 2023-11-15 true JOSEPH R LEVIS 999009999 LEONARD M SMITH CPA P01335383 7813216065 2 2022 2023-04-26 12:10:37Z X 1282959 X 300000 816 819 29130 29130 -98318 1385702 0 231628 29949 0 639 322 8901 8901 9540 9223 0 152250 152250 161790 9223 152250 69838 20726 1227370 347576 347576 0 0 997016 935383 1227370 1344592 1282959 0 0 X 1227370 1344592 1227370 1344592 1227370 1344592 1227370 69838 47384 1344592 1344592 PUBLICLY TRADED SECURITIES P 1385702 1484020 -98318 -98318 -98318 288 288 288 0 350 350 62 62 false false false false false false false true MA true false false false false true N/A JOSEPH R LEVIS 9787944900 23 BOBBY JONES DRIVE ANDOVER MA 01810 false false false false false false false false false false false false false false false false false false false false JOSEPH R LEVIS 23 BOBBY JONES DRIVE ANDOVER MA 01810 PRESIDENT 0 0 0 0 BRIAN LEVIS 350 HOLT ROAD NORTH ANDOVER MA 01845 TREASURER 0 0 0 0 MATTHEW LEVIS 350 HOLT ROAD NORTH ANDOVER MA 01845 CLERK 0 0 0 0 923942 170475 0 1094417 0 1094417 16416 1078001 53900 53900 288 288 53612 53612 53612 152250 0 0 0 0 152250 53612 47519 2020 2019 2018 0 139200 126356 82231 347787 152250 47519 53612 51119 398906 0 0 0 398906 139200 126356 82231 51119 NA X ABCD DRIVE 178 TREMONT STREET BOSTON MA 02120 NOT RELATED COMMUNITY DEVELOPMENT 5000 AMERICAN RED CROSS 430 17TH ST NW WASHINGTON DC 20006 NOT RELATED UKRAINE 10000 BELLESINI ACADEMY 94 BRADFORD STREET LAWRENCE MA 01842 NOT RELATED PRIVATE SCHOOL FOR LOW INCOME FAMILIES 1000 Beth Israel Deaconess Medical Center 330 Brookline Ave Boston MA 02215 NOT RELATED Hospital 1000 CARDINALS APPEAL 66 BROOKS DRIVE BRAINTREE MA 02183 NOT RELATED ANNUAL CAMPAIGN SUPPORTING THE BOSTON ARCHDIOCESE 20000 CATHOLIC APPEAL 66 BROOKS DRIVE BRAINTREE MA 02184 NOT RELATED ANNUAL CAMPAIGN SUPPORTING THE BOSTON ARCHDIOCESE 5000 CHILDREN'S HOME SOCIETY OF FL 5766 S SEMORAN BLVD ORLANDO FL 32822 NOT RELATED COMMUNITY SUPPORT 1500 COLLEGE OF THE HOLY CROSS 1 COLLEGE STREET WORCESTER MA 01810 NOT RELATED 4 YEAR CATHOLIC COLLEGE 10000 ESPERANZA ACADEMY 198 GARDEN ST LAWRENCE MA 01840 NOT RELATED HIGH SCHOOL 1000 FAITH THAT DOES JUSTICE 300 NEWBURY STREET BOSTON MA 02115 NOT RELATED COMMUNITY SUPPORT 5000 FRANCESCAN MISSIONS 172 FOSTER ST BOSTON MA 02135 NOT RELATED MISSIONARY WORK PREGNANCIES 1000 FRANCIS OUTMET SCHOLARSHIP FUND 300 Arnold Palmer Boulevard Norton MA 02766 NOT RELATED college scholarships 2000 GREATER LAWRENCE COMMUNITY BOATING 1 EATON ST LAWRENCE MA 01843 NOT RELATED COMMUNITY GROUP 500 JAMES RYKEN SOCIETY 4409 FREDERICK AVE BALTIMORE MD 21229 NOT RELATED PRIVATE HIGH SCHOOL FUND 1000 LAWRENCE BOYS & GIRLS CLUB 136 WATER ST LAWRENCE MA 01841 NOT RELATED YOUTH ORGANIZATION 2500 LAWRENCE GENERAL HOSPITAL 1 GENERAL ST LAWRENCE MA 01841 NOT RELATED HOSPITAL 5000 LAZARUS HOUSE PO BOX 408 LAWRENCE MA 01842 NOT RELATED ASSIST THE HOMELESS 5000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NOT RELATED HOSPITAL 2000 MERRIMACK VALLEY YMCA 360 MERRIMACK STREET LAWRENCE MA 01843 NOT RELATED COMMUNITY SUPPORT 2000 NOTRE DAME CRISTO REY 203 Lawrence S Methuen MA 01844 NOT RELATED CATHOLIC HIGH SCHOOL 1000 PREGNANCY CARE CENTER 496 MAIN STREET HAVERHILL MA 01830 NOT RELATED SUPPORT SERVICES TO THOSE WITH UNPLANNED PREGNANCY 1000 ST BASIL SEMINARY 195 Glenbrook Rd Stamford CT 06902 NOT RELATED catholic seminary 5000 ST ANN'S HOME 100A HAVERHILL STREET METHUEN MA 01844 NOT RELATED ORPHANAGE 2000 ST JOHN'S PREP 72 SPRING STREET DANVERS MA 01923 NOT RELATED PRIVATE CATHOLIC PREP SCHOOL 60000 STONE FAMILY ADOPTION FUND 57 BEDFORD STREET LEXINGTON MA 02420 NOT RELATED ADOPTION ASSISTANCE 250 UNIVERSITY OF THE CUMBERLANDS 6178 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NOT RELATED PRIVATE CHRISTIAN UNIVERSITY 1500 XAVERIAN BROTHERS 4409 FREDERICK AVE BALTIMORE MD 21229 NOT RELATED CATHOLIC SCHOOL 1000 152250 14 816 14 29130 18 -98318 -68372 -68372 false false false false false false false false false false X X 1 JOSEPH R LEVIS 23 BOBBY JONES DRIVE ANDOVER MA 01810 300000 X WITHUM WEALTH X0130 FIDELITY AT COST 796450 737087 CAPTRUST (RINET)X4770 FIDELITY AT COST 200566 198296 INVESTMENT EXPENSES 8901 8901 OTHER INVESTMENT INCOME UNREALIZED HOLDING GAIN/(LOSS) 47384 FEDERAL TAXES PAID 317 MASSACHUSETTS TAXES 125 125 FOREIGN TAX PAID 197 197