2020-08-19T15:35:20-05:00 2019-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-01-01 274093841 Michael and Andrea Leven Family Foundation % Foundation Source MICH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JONATHAN LEVEN VICE PRESIDENT 8008391754 2020-07-31 true Jeffrey D Haskell P01345770 8008391754 2019 2022-09-23 18:48:47Z X 1620180 X 1015000 402 402 55757 55757 552167 3116331 552167 1872 1625198 608326 0 9005 0 0 9005 271137 10818 260319 9471 9471 5905 5 14507 14507 1076 1076 36539 8 36531 347640 20302 0 321438 3744155 3744155 4091795 20302 0 4065593 -2466597 588024 82924 124885 124885 2161243 762102 804328 757 1576970 467519 690967 3821894 1354506 1620180 1507 716 1507 716 X 3820387 1353790 3820387 1353790 3821894 1354506 3820387 -2466597 1353790 1353790 Publicly-traded Securities 1784348 1497551 286797 286797 HPC STARBOARD VALUE LTD D ESC P 2011-12-29 2019-11-08 189180 100000 89180 89180 HPC MILLENNIUM INT LTD D ESC P 2011-12-29 2019-02-22 21079 12562 8517 8517 HPC MILLENNIUM INT LTD D ESC P 2011-12-29 2019-11-08 127280 71859 55421 55421 CS JUMP ON SX5E P 2018-03-29 2019-04-23 232394 200000 32394 32394 CITI TRIGGER JUMP ON EEM P 2017-12-28 2019-07-03 200000 200000 JPM JUMP ON SPX WITH AVERAGING P 2018-04-17 2019-07-22 283125 250000 33125 33125 CS JUMP ON SPX P 2018-07-31 2019-11-05 278925 250000 28925 28925 DISTRIBUTIONS IN EXCESS OF BASIS 0 0 17808 0 552167 false 4698978 6273608 0.749007 4439024 10597318 0.418882 3720944 13701505 0.271572 3249284 17356889 0.187204 2497007 23637995 0.105635 1.7323 0.34646 2721304 942823 5880 948703 4065593 X 5880 5880 5880 11700 11700 X 5820 5820 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Andrea Leven Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 Jon Leven Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Michael A Leven Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Development Specialists LLC 320 Meadow Lane Merion PA 19066 Philanthropic srvcs 166219 Finch Brands LLC 123 South Broad Street Suite 2150 Philadelphia PA 19109 Philanthropic srvcs 57500 THE JEWISH GIVING PLEDGE/JEWISH FUTURE PLEDGE - WILL SEEK TO HAVE JEWISH FAMILIES PLEDGE THAT 50% OF THEIR CHARITABLE DOLLARS TRANSFERRED AT DEATH WILL SUPPORT JEWISH CAUSES 297291 1197564 34282 1530899 2762745 0 2762745 41441 2721304 136065 136065 5880 5880 130185 130185 130185 4065593 0 0 0 0 4065593 5880 4059713 130185 2017 2016 2015 1334141 2405692 3053145 3928835 4396754 15118567 4065593 130185 3935408 19053975 0 1334141 17719834 2405692 3053145 3928835 4396754 3935408 Andrea Leven Michael A Leven X ALPHA EPSILON PI FOUNDATION INC 8815 WESLEYAN RD INDIANAPOLIS IN 46268 N/A PC Alpha Epsilon Pi Michael A. Leven Advanced Leadership Institute program 183000 AMERICAN FRIENDS OF BEIT HATFUTSOT 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC Faith and Culture film in support of the Museum of Jewish People at Beit Hatfutsot Project 50000 AMERICAN FRIENDS OF I D C 142 W 57TH ST 11TH FL NEW YORK NY 10019 N/A PC Act.IL for the Boca Raton/ Miami Media Rooms project 30000 AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR TH 1 NORTHFIELD PLZ STE 300 NORTHFIELD IL 60093 N/A PC Atlanta Project: Adaptive Fitness Center and operating expenses for ISCD 100000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST STE 400 NEW YORK NY 10017 N/A PC Entwine Program 70000 AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT 6 HUTTON CENTRE DR STE 600 SANTA ANA CA 92707 N/A PC Sponsorship of the 2019 Leven Foundation Ayn Rand Student Conference: "Reason, Purpose, Self-Esteem: Keys to a Better Life and Society" 125000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 N/A PC Birthright Israel Program 125000 BNAI BRITH YOUTH ORGANIZATION INC 800 8TH ST NW WASHINGTON DC 20001 N/A PC Support curriculum development and deployment for BBYO Leadership Academy Program 100000 BOSTON LATIN SCHOOL ASSOCIATION 27 SCHOOL ST STE 300 BOSTON MA 02108 N/A PC Director's salary fund 33970 BOSTON LATIN SCHOOL ASSOCIATION 27 SCHOOL ST STE 300 BOSTON MA 02108 N/A PC Viterbi-Leven Fund for Technology to provide technology support personnel at BLS 50000 BOSTON LATIN SCHOOL ASSOCIATION 27 SCHOOL ST STE 300 BOSTON MA 02108 N/A PC John White '64 Fund for Athletics 20000 BOSTON LATIN SCHOOL ASSOCIATION 27 SCHOOL ST STE 300 BOSTON MA 02108 N/A PC Leven Athletics Transportation Fund 20000 BRANDEIS UNIVERSITY 60 TURNER ST WALTHAM MA 02453 N/A PC Jewish Futures Project 75000 CAPITAL RESEARCH CENTER 1513 16TH ST NW WASHINGTON DC 20036 N/A PC Soros Study project 36185 CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY 435 STRATTON RD NEW ROCHELLE NY 10804 N/A PC General & Unrestricted 150000 CENTRAL FUND OF ISRAEL 980 AVE OF THE AMERICAS FRNT 3 NEW YORK NY 10018 N/A PC JVP and IfNotNow Campaign Work - Aliyah Assistance 75000 CINTOC 4528 VAN NESS ST NW WASHINGTON DC 20016 N/A PC Operation Untouchables 2: Supporting Treasury to Sanction Iran-Backed Actors in Africa 25000 CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND L 440 PARK AVE S NEW YORK NY 10016 N/A PC Stand and See Fellowship fund 150000 DELEGATION OF JEWISH AMERICAN STUDENTS 1806 COLFAX ST EVANSTON IL 60201 N/A PC KAHAL Campus Scale Grant Fund 50000 ELI AND BESSIE COHEN CAMPS 888 WORCESTER ST STE 350 WELLESLEY MA 02482 N/A PC Aaron and Blanche Gordon Facility at Camp Tevya Project 125000 FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC PO BOX 33249 WASHINGTON DC 20033 N/A PC Military Center/QME projects and CSIF, including cryptocurrency research 100000 FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC PO BOX 33249 WASHINGTON DC 20033 N/A PC FDD's Center on Military and Political Power and FDD's Center on Economic and Financial Power 100000 FOUNDATION OF THE HOSPITALITY SALES AND MARKETING 7918 JONES BRANCH DR STE 300 MCLEAN VA 22102 N/A SO I HSMAI Europe Grant for 2018-2019 50000 FOUNDATION OF THE HOSPITALITY SALES AND MARKETING 7918 JONES BRANCH DR STE 300 MCLEAN VA 22102 N/A SO I Charitable Event 100000 HEBREW BENEVOLENT CONGREGATION THE TEMPLE 1589 PEACHTREE ST NE ATLANTA GA 30309 N/A PC Andrea and Michael Leven Jewish Identity Institute 200000 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE - PEN 121 SIBLEY AVE ARDMORE PA 19003 N/A PC Center for Jewish Innovation Fund 50000 HILLELS OF GEORGIA INC 735 GATEWOOD RD NE ATLANTA GA 30322 N/A PC Campus SuperStar Appeal Program 25000 INSTITUTE FOR HUMANE STUDIES 3434 WASHINGTON BLVD MS 1C5 ARLINGTON VA 22201 N/A PC Director of Placement Strategy Fund 100000 INSTITUTE FOR HUMANE STUDIES 3434 WASHINGTON BLVD MS 1C5 ARLINGTON VA 22201 N/A PC Leven Fellowships Fund 100000 INTERFAITHFAMILY COM INC 90 OAK ST 4TH FL NEWTON MA 02464 N/A PC InterfaithFamily/Atlanta Project 90000 JERUSALEM FOUNDATION INC 420 LEXINGTON AVE STE 1645 NEW YORK NY 10170 N/A PC Jerusalem Press Club 40000 JEWISH EDUCATION CENTER OF SOUTH FLORIDA INC 500 NE SPANISH RIVER BLVD STE 15 BOCA RATON FL 33431 N/A PC Camp Nageela Boca 25000 JEWISH JUMPSTART 2801 OCEAN PARK BLVD 348 SANTA MONICA CA 90405 N/A PC JLens project of Jewish Jumpstart 50000 JEWISH KIDS GROUPS FOUNDATION INC 1440 SPRING ST NW ATLANTA GA 30309 N/A PC Interfaith Family Enrollment Initiative 50000 MOISHE HOUSE 441 SAXONY RD BARN 2 ENCINITAS CA 92024 N/A PC Moishe House Boca-South Palm Beach Project 60000 MUSEUM OF THE BIBLE INC 7507 SW 44TH ST OKLAHOMA CITY OK 73179 N/A PC the Jerusalem and Rome Exhibit Program 50000 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 S INDEPENDENCE MALL E PHILADELPHIA PA 19106 N/A PC Educational Programming 50000 P E F ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE 15TH FL NEW YORK NY 10017 N/A PC Leven Fellows scholarship fund for the 2019-20 academic year at Hadassah Academic College and towards the costs of supporting activities supporting activities. 155000 P E F ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE 15TH FL NEW YORK NY 10017 N/A PC construction fund of the Study Center at Hadassah College 125000 P E F ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE 15TH FL NEW YORK NY 10017 N/A PC to Support the IMPACT-se Palestinian Curriculum Campaign for the 2019-20 academic year at Hadassah Academic College and towards the costs of supporting activities 25000 PACE ACADEMY INC 966 W PACES FERRY RD NW ATLANTA GA 30327 N/A PC Aim High Campaign in support of the Upper School and the Riverview Stadium Expansion Project 100000 ROBERT W WOODRUFF ARTS CENTER - ALLIANCE THEATRE 1280 PEACHTREE ST NE ATLANTA GA 30309 N/A PC Alliance Theatre Campaign 25000 SWC MUSEUM CORP 1399 S ROXBURY DR LOS ANGELES CA 90035 N/A PC Museum of Tolerance - Jerusalem Project 50000 THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMER 1101 14TH ST NW STE 1030 WASHINGTON DC 20005 N/A PC in support of the COO position 100000 TURNING POINT USA INC 4940 E BEVERLY RD PHOENIX AZ 85044 N/A PC Campus Leadership Project 56250 TURNING POINT USA INC 4940 E BEVERLY RD PHOENIX AZ 85044 N/A PC Campus Leadership Project 168750 YEHUDI INC 3790 ROYAL PALM AVE MIAMI BEACH FL 33140 N/A PC The Michael and Andrea Leven Family Foundation Costa Rica Fellowships Program 36000 ZIONIST ORGANIZATION OF AMERICA 633 3RD AVE STE 31-B NEW YORK NY 10017 N/A PC Fuel For Truth Program 70000 3744155 14 402 14 55757 18 552167 Federal Tax Refund 01 1872 610198 610198 false false false false false false false false false false X X 1 Leven Michael A 7295 Ballantrae Court Boca Raton FL 33496 1015000 X AMER INTERNATIONAL GROUP INC 7973 7392 AMERICAN TOWER REIT INC 5131 5286 APPLE INC 5160 11159 BOEING CO 10621 10099 BP PLC SPONSORED ADR 7664 8039 CHUBB LIMITED 6943 7939 CISCO SYSTEMS INC 8052 9016 CITIGROUP INC 11264 12782 COMCAST CORP 6658 8185 CONSTELLATION BRANDS INC 4283 4175 CROWN CASTLE INTL 4838 7818 DIAGEO PLC ADS 6276 7747 HERSHA HOSPITALITY TRUST 59565 40954 HERSHA HOSPITALITY TRUST PFD E 250000 250000 HERSHA HOSPITALITY TRUST PREF 249999 250199 HOME DEPOT INC 6773 11356 INTERNATIONAL BUSINESS MACHINE 5008 5094 JP MORGAN CHASE 6707 13940 MASTERCARD INC 6715 11346 MICROSOFT CORP 6463 9147 NIKE INC-CL B 7140 9624 PEPSICO INC 1991 4100 PNC FINANCIAL GROUP INC 8705 9578 PROCTER GAMBLE CO 2929 5496 PRUDENTIAL JENNISON MLP Z 14460 14266 QUEST DIAGNOSTICS 5091 5446 RAYTHEON CO 6308 12745 SELECT SECTOR SPDR ENERGY FUND 8875 8225 SELECT SECTOR SPDR UTILITIES 5835 6914 SELECT SECTOR SPDR-HEALTH CARE 13338 14668 UNITEDHEALTH GROUP INC 7538 11759 WALT DISNEY HOLDINGS CO 3658 9690 WELLS FARGO PFD SER R - 6.625% 141 144 BLACKSTONE RE DEBT STRATEGIES 251940 299066 HPC MILLENNIUM INT LTD D ESC 215579 391901 RIVERVIEW (F/K/A AIP) SELECT M As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets.The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions:During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $3,744,155. This amount represents 25% or more of the Foundation's net assets of $4,054,718 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution.The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. General Consultations 9005 9005 Administrative Fees 18171 18171 Bank Charges 8 8 Computers/Electronic Devices 1377 1377 Equipment Maintenance 602 602 Office Supplies 14082 14082 Postage/Delivery Service 980 980 State or Local Filing Fees 100 100 Website Hosting/Support 288 288 CREDIT CARD FEES 295 295 DIGITAL SUBSCRIPTION FEES 636 636 Federal Tax Refund 1872 OUTSTANDING OPTIONS 1507 716 Investment Management Services 10818 10818 PHILANTHROPIC CONSULTING SRVCS 258339 258339 COPYWRITING SERVICES 1980 1980 990-PF Estimated Tax for 2019 5900 Foreign Tax Paid 5 5