2022-11-14T11:51:06-06:00 2021-12-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2021-01-01 046074284 JUNE ROCKWELL LEVY FOUNDATION INCORPORATED JUNE 4012744564 ONE UNION STATION PROVIDENCE RI 02903 JONATHAN B LORING PRESIDENT 4012744023 2022-11-07 1 JONATHAN LORING 999009999 SANDY ROSS P01399337 4012742001 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JONATHAN B LORING ONE UNION STATION PROVIDENCE RI 02903 7902013 0 X JUNEROCKWELLLEVY.ORG X 1947 CT A SECTION 509(A)(3) SUPPORTING ORGANIZATION OF THE RHODE ISLAND FOUNDATION 10 10 0 0 1886 0 275 0 0 0 1149706 3117348 0 0 1149981 3117348 1356150 1343016 0 0 40500 40800 0 0 0 210382 216939 1607032 1600755 -457051 1516593 31417185 36344000 7595 154 31409590 36343846 TO OPERATE EXCLUSIVELY FOR EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A SECTION 509(A)(3) SUPPORTING ORGANIZATION OF THE RHODE ISLAND COMMUNITY FOUNDATION. 0 0 1343016 1343016 AWARDING GRANTS FOR CHARITABLE PURPOSES. 1343016 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA CA IL RI VA MD LA OK X X THE RHODE ISLAND COMMUNITY FOUNDATION 4012744564 ONE UNION STATION PROVIDENCE RI 02903 H DENMAN SCOTT MD DIRECTOR 1.00 X 5200 0 0 RAYMOND G LEVEILLE VICE PRESIDENT/SECRETARY 2.00 X X 5000 0 0 JONATHAN B LORING PRESIDENT 2.00 X X 5000 0 0 NANCY B SMITH TREASURER 1.00 X X 4000 0 0 JOHN D MUGGERIDGE DIRECTOR 1.00 X 4000 0 0 ROBERT P PICARD DIRECTOR 1.00 X 4000 0 0 DEMING E SHERMAN ESQ DIRECTOR 1.00 X 4000 0 0 KAREN G DELPONTE ESQ DIRECTOR 1.00 X 3200 0 0 SCOTT RABIDEAU DIRECTOR 1.00 X 3200 0 0 THOMAS H QUILL JR DIRECTOR 1.00 X 3200 0 0 40800 0 0 0 0 0 0 0 424997 1886 423111 7477016 4784665 2692351 2692351 2692351 3117348 0 1886 3115462 1273016 1273016 70000 70000 40800 40800 73738 73738 472 472 FOUNDATION SUPPORT FEES 142729 142729 1600755 1343016 257739 0 213 305761 759977 18559673 20618936 12551538 14965087 31417185 36344000 7595 154 7595 154 X 31409590 36343846 31409590 36343846 31417185 36344000 1516593 3417663 0 X 0 1 X 1 0 X X X 1 THE RI FOUNDATION 222604963 8 1 155229 0 1 155229 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 GRANTS WERE MADE TO OTHER SECTION 501 (C)(3) ORGANIZATIONS WHICH CARRY OUT THE CHARITABLE PURPOSE OF THE JUNE ROCKWELL LEVY FOUNDATION (FOUNDATION), IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION (A)(3). SUCH GRANTS ARE IN FURTHERANCE OF THE EXEMPT PURPOSE. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE I. 31409590 6461273 1343016 184001 36343846 29622602 275 3328533 1356150 185670 31409590 26470227 4597158 1310500 134283 29622602 28916735 -1003157 1267550 175801 26470227 26174128 4197202 1276574 178021 28916735 1.00000 0 1 1 0 FLEXIBLE CAPITAL 8521193 F PRIVATE EQUITY 5353777 F REAL ASSETS 208779 F OTHER 881338 F 14965087 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE MANAGED WITH A DISCIPLINED LONG-TERM INVESTMENT OBJECTIVE AND STRATEGY. CAREFUL MANAGEMENT OF THE ASSETS IS DESIGNED TO ENSURE A TOTAL RETURN NECESSARY TO PRESERVE AND ENHANCE THE FUND'S PRINCIPAL AND AT THE SAME TIME PROVIDE A DEPENDABLE SOURCE OF INCOME FOR THE FOUNDATION. PART X, LINE 2: THE FOUNDATION MAINTAINS ITS TAX-EXEMPT FILING STATUS BY FULFILLING ITS MISSION AND THE VAST MAJORITY OF ITS OPERATION AND REVENUE ARE EXEMPT FROM INCOME TAX LIABILITY. MANAGEMENT ASSERTS THAT NO SUCH UNCERTAIN TAX POSITION EXISTS FOR THE FOUNDATION AT DECEMBER 31, 2021. 0 ADOPTION RHODE ISLAND PO BOX 6411 PROVIDENCE RI 02940 222543833 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT AMOS HOUSE 460 PINE STREET PROVIDENCE RI 02907 050387218 501(C)(3) 40000 0 HOUSING SERVICES FOR ECONOMIC STABILITY, GENERAL OPERATING ART CONNECTION IN RHODE ISLAND 36 PARK PLACE 2 PAWTUCKET RI 02860 463770718 501(C)(3) 8000 0 CONNECTING LIVES WITH ART AS220 95 MATHEWSON STREET UNIT 204 PROVIDENCE RI 02903 222754566 501(C)(3) 15000 0 AS220 YOUTH AUDUBON SOCIETY OF RHODE ISLAND 12 SANDERSON ROAD SMITHFIELD RI 029172600 050265675 501(C)(3) 15000 0 2021 ENVIRONMENTAL EDUCATION INITIATIVE AUSTIN T LEVY PARENT AND TEACHERS ASSOCIATION 135 HARRISVILLE MAIN STREET HARRISVILLE RI 02830 842340426 501(C)(3) 14000 0 CONNECTING THE LEVY LEGACY THROUGH TECHNOLOGY AUTUMNFEST PO BOX 574 WOONSOCKET RI 02895 050401127 501(C)(3) 10000 0 AUTUMNFEST 2021 BEST BUDDIES RHODE ISLAND 166 VALLEY STREET BUILDING 6M SUITE 103 PROVIDENCE RI 02909 521614576 501(C)(3) 10000 0 RHODE ISLAND SCHOOL FRIENDSHIP PROGRAM, GENERAL OPERATING BETWEEN THE CRACKS PO BOX 468 HARRISVILLE RI 02830 050501795 501(C)(3) 15000 0 BETWEEN THE CRACKS-HELPING THOSE IN NEED BOYS & GIRLS CLUB OF PAWTUCKET ONE MOELLER PLACE PAWTUCKET RI 02860 050258924 501(C)(3) 10000 0 OUT OF SCHOOL TIME EDUCATIONAL PROGRAMMING BOYS & GIRLS CLUBS OF NORTHERN RHODE ISLAND ONE JAMES J MCKEE WAY PO BOX 7505 CUMBERLAND RI 02864 050280121 501(C)(3) 10000 0 CULINARY LEARNING CENTER AT THE NEW WOONSOCKET CLUBHOUSE BOYS & GIRLS CLUBS OF PROVIDENCE 550 WICKENDEN STREET PROVIDENCE RI 029034438 050258929 501(C)(3) 15000 0 "COLLEGE, CAREERS AND COMMUNITY", GENERAL OPERATING CAMP RUGGLES INC PO BOX 353 CHEPACHET RI 02814 237448135 501(C)(3) 25000 0 2021 GEORGE M. 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FOR GRANTS WITH PURPOSES OTHER THAN GENERAL SUPPORT, THE ORGANIZATION MAY CHOOSE TO ADD THE REQUIREMENT THAT THE ORGANIZATION COMPLETE A DETAILED REPORT ON THE USE OF GRANT FUNDS BEFORE A SUBSEQUENT GRANT IS MADE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION B, LINE 11: THE SUPPORTED ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE FOUNDATION'S FORM 990 "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX." THE AUDIT COMMITTEE REVIEWS AND APPROVES THE TAX RETURNS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE FOUNDATION THAT ALL MEMBERS OF THE BOARD OF DIRECTORS, DISCLOSE, AND IN SOME INSTANCES REFRAIN FROM ENGAGING IN, BUSINESS PRACTICES OR CONDUCT WHICH COULD CONSTITUTE A CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THE INTERESTS OF THE FOUNDATION. DIRECTORS AND STAFF UPDATE THEIR DISCLOSURES ANNUALLY, OR SOONER IF A CHANGE IN DISCLOSURE ARISES. POTENTIAL CONFLICTS OF INTEREST INVOLVING DIRECTORS ARE IDENTIFIED AND ADDRESSED IN ORDER TO ASSURE THAT THE FOUNDATION IS TREATED FAIRLY IN ALL ITS BUSINESS DEALINGS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE SUPPORTED ORGANIZATION'S WEBSITE. THE RHODE ISLAND COMMUNITY FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 222604963 COMMUNITY FOUNDATION RI 501(C)(3) LINE 8 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 THE RHODE ISLAND COMMUNITY FOUNDATION R 142729 SUPPORT FEES PAID