2025-11-19T08:55:16-06:00 2024-12-31 WITHUMSMITHBROWNPC 500 UNICORN PARK DRIVE SUITE 101 WOBURN MA 01801 990PF 2024-01-01 043477836 THE JOSEPH R LEVIS FOUNDATION INC % JOSEPH R LEVIS JOSE 9787944900 23 BOBBY JONES DRIVE ANDOVER MA 01810 JOSEPH R LEVIS President 9787944900 2025-11-17 true true RICHARD RUVELSON CPA P00234075 7813216065 2025-11-17 2024 2025-03-06 01:10:19Z X 1607325 X 100000 7672 7672 42702 42702 12059 697354 12059 1011 163444 62433 0 903 203 7390 7390 8293 7593 0 106500 106500 114793 7593 106500 48651 54840 0 487918 316049 316049 995315 1217844 1291276 1483233 1533893 1607325 0 0 X 1483233 1533893 1483233 1533893 1483233 1533893 1483233 48651 2009 1533893 1533893 PUBLICALLY TRADED SECURITIES P 692907 680838 11959 12069 CHARLES SCHWAB PUBLICALLY TRADED SECURITIES P 4347 -4347 -4347 CAPITAL GAIN DIVIDENDS P 4447 CAPITAL GAIN DIVIDENDS P 4447 12059 762 762 762 261 0 261 501 false false false false false false false true 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 false false JOSEPH R LEVIS 23 BOBBY JONES DRIVE ANDOVER MA 01810 PRESIDENT 1.0 0 0 0 BRIAN LEVIS 23 BOBBY JONES DRIVE ANDOVER MA 01810 TREASURER 1.0 0 0 0 MATTHEW LEVIS 23 BOBBY JONES DRIVE ANDOVER MA 01810 CLERK 1.0 0 0 0 4874756 388438 0 5263194 0 5263194 78948 5184246 259212 259212 762 762 258450 258450 258450 106500 0 0 0 0 106500 258450 0 2022 2021 2020 139200 126356 82231 51119 102720 501626 106500 0 106500 0 151950 151950 349676 0 0 349676 113606 82231 51119 102720 NA X A FAITH THAT DOES JUSTICE 300 NEWBURY ST BOSTON MA 02115 NOT RELATED PC COMMUNITY DEVELOPMENT 2500 BELLESINI ACADEMY 94 BRADFORD ST LAWRENCE MA 01840 NOT RELATED PC PRIVATE SCHOOL FOR LOW INCOME FAMILIES 1000 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 NOT RELATED PC HOSPITAL 1000 COLLEGE OF THE HOLY CROSS 1 COLLEGE ST WORCESTER MA 01610 NOT RELATED PC COLLEGE SCHOLARSHIP 15000 ESPERENZA ACADEMY 198 GARDEN ST LAWRENCE MA 01840 NOT RELATED PC HIGH SCHOOL 500 FRANCIS QUIMET SCHOLARSHIP FUND 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 NOT RELATED PC COLLEGE SCHOLARSHIPS 2000 INTERNATIONAL FELLOWSHIP CHRISTIANS AND JEWS 303 E WACKER DR SUITE 2300 CHICAGO IL 60601 NOT RELATED PC COMMUNITY DEVELOPMENT 1000 IRONSTONE FARM 5224 ELIZABETHTOWN RD MANHEIM PA 17545 NOT RELATED PC COMMUNITY DEVELOPMENT 1000 JESUITS 39 E 83RD ST NEW YORK NY 10028 NOT RELATED PC COMMUNITY DEVELOPMENT 1000 LAWRENCE GENERAL HOSPITAL 1 GENERAL ST LAWRENCE MA 01841 NOT RELATED PC HOSPITAL 2500 LAWRENCE BOYS AND GIRLS CLUB 136 WATER ST LAWRENCE MA 01841 NOT RELATED PC YOUTH ORGANIZATION 2000 LAZARUS HOUSE PO BOX 408 LAWRENCE MA 01842 NOT RELATED PC ASSIST THE HOMELESS 5000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NOT RELATED PC HOSPITAL 2000 PREGNANCY CARE CENTER 24430 STONE SPRING BLVD SUITE 300 DULLES VA 20166 NOT RELATED PC HOSPITAL 1000 PROJECT HOOD 6620 S MARTIN LUTHER KING DR CHICAGO IL 60637 NOT RELATED PC COMMUNITY DEVELOPMENT 1000 ST AMBROSE CHURCH 347 OLD LOUDON ROAD LATHAM NY 12110 NOT RELATED PC CHURCH 1500 ST BASIL'S SEMINARY 195 GLENBROOK RD STAMFORD CT 06902 NOT RELATED PC SEMINARY 5000 ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET DENVERS MA 01923 NOT RELATED PC PRIVATE CATHOLIC PREP SCHOOL 51000 STONE FAMILY ADOPTION 57 BEDFORD STREET SUITE 225 LEXINGTON MA 02420 NOT RELATED PC COMMUNITY DEVELOPMENT 500 USA EAST PROVIENCE OF THE SOCIETY OF JESUS 39 EAST 83 STREET NEW YORK NY 10028 NOT RELATED PC COMMUNITY DEVELOPMENT 1000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NOT RELATED PC COMMUNITY DEVELOPMENT 1000 UKRAINE FREEDOM FUND 571 WASHINGTON ST AFTON WY 83110 NOT RELATED PC COMMUNITY DEVELOPMENT 1000 VALLEY YMCA 32 HOWARD AVE ANSONIA CT 06401 NOT RELATED PC COMMUNITY DEVELOPMENT 1000 WASHINGTON UNIV 4333 BROOKLYN AVE NE SEATTLE WA 98105 NOT RELATED PC COMMUNITY DEVELOPMENT 5000 XAVERIAN BROTHERS 4409 FREDRICK AVE BALTIMORE MD 21229 NOT RELATED PC CATHOLIC SCHOOL 1000 106500 14 7672 14 42702 18 12059 OTHER INVESTMENT INCOME 18 1011 63444 63444 false false false false false false false false false false X X 1 JOSEPH R LEVIS 23 BOBBY JONES DRIVE ANDOVER MA 01810 100000 X WITHUM WEALTH X0130 FIDELITY AT COST 0 0 CAPTRUST (RINET)X4770 FIDELITY AT COST 0 0 CAPTRUST (RINET)X6215 FIDELITY AT COST 711493 743795 CHARLES SCHWAB AT COST 506351 547481 INVESTMENT EXPENSES 7390 7390 OTHER INVESTMENT INCOME 1011 BOOK TO TAX COST ADJUSTMENT 2009 FEDERAL TAXES PAID 700 FOREIGN TAXES PAID 203 203