2024-05-07T11:52:17-05:00 2023-12-31 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990PF 2023-01-01 860974340 LEVIN FAMILY CHARITABLE FOUNDATION LEVI 6029545700 5502 E CAMELHILL ROAD PHOENIX AZ 85018 ZACK LEVIN VICE PRESIDENT 6029545700 2024-05-04 1 ZACK LEVIN 999009999 1 AMY A O'LOUGHLIN P00869687 6022646835 2024-05-04 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4201912 X 285084 93368 93368 225003 1296521 225003 9516 0 612971 318371 0 0 0 3000 1500 1500 19078 18212 876 22078 19712 2376 171400 171400 193478 19712 173776 419493 298659 29686 23730 23730 1145749 1042358 2368787 1098485 1414315 1809395 2273920 2480403 4201912 0 0 X 2273920 2480403 2273920 2480403 2273920 2480403 2273920 419493 0 2693413 213010 2480403 MORGAN STANLEY PUBLICLY TRADED SECURITIES ST P 2023-01-01 2023-12-31 403420 425427 -22007 -22007 MORGAN STANLEY PUBLICLY TRADED SECURITIES P 2014-03-24 2023-12-31 823105 613529 209576 209576 FFCB MTN P 2020-01-03 2023-07-17 27006 27193 -187 -187 MORGAN STANLEY PUBLICLY TRADED SECURITIES P 2005-04-26 2023-06-30 32517 5369 27148 27148 CAPITAL GAINS DIVIDENDS P 10473 10473 10473 225003 4151 0 4151 0 4151 5386 0 0 0 5386 0 1235 1235 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 NONE ZACHARY LEVIN 6029545700 5502 E CAMELHILL ROAD PHOENIX AZ 85018 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOM S LEVIN 5502 E CAMELHILL ROAD PHOENIX AZ 85018 PRESIDENT 5.00 0 0 0 SHERI A LEVIN 5502 E CAMELHILL ROAD PHOENIX AZ 85018 SECRETARY 5.00 0 0 0 ZACHARY LEVIN 5502 E CAMELHILL ROAD PHOENIX AZ 85018 VICE PRESIDENT 5.00 0 0 0 TESS LEVIN 5502 E CAMELHILL ROAD PHOENIX AZ 85018 VICE PRESIDENT 5.00 0 0 0 NONE 0 NONE 0 0 3690268 26657 0 3716925 0 0 3716925 55754 3661171 183059 183059 4151 4151 178908 0 178908 0 178908 173776 0 173776 178908 0 0 8093 14006 22099 173776 0 0 0 173776 0 5132 5132 16967 0 0 0 0 0 0 0 16967 2961 14006 X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 PUBLIC CHARITY PROGRAM SUPPORT 3000 AMERICAN JEWISH COMMITTEE PO BOX 7247 PHILADELPHIA PA 19170 PUBLIC CHARITY PROGRAM SUPPORT 5000 ARIZONA COSTUME INSTITUTE 1625 N CENTRAL AVE PHOENIX AZ 85004 PUBLIC CHARITY PROGRAM SUPPORT 1500 AZ WOMEN'S BOARD 5921 EAST INDIAN SCHOOL ROAD PARADISE VALLEY AZ 85253 PUBLIC CHARITY PROGRAM SUPPORT 10000 BORDERLANDS PRODUCE RESCUE 270 W PRODUCE ROW NOGALES AZ 85621 PUBLIC CHARITY PROGRAM SUPPORT 2000 CONGREGATION BETH ISRAEL 10460 N 56TH ST PARADISE VALLEY AZ 85253 PUBLIC CHARITY PROGRAM SUPPORT 10000 FRIENDS OF THE ISRAELI DEFENSE FORCE PO BOX 4224 NEW YORK NY 10163 PUBLIC CHARITY PROGRAM SUPPORT 10150 HARLEM LACROSSE 8 WEST 126TH STREET NEW YORK NY 10027 PUBLIC CHARITY PROGRAM SUPPORT 5000 HARVEST COMPASSION CENTER 4744 E THUNDERBIRD ROAD STE 9 PHOENIX AZ 85032 PUBLIC CHARITY PROGRAM SUPPORT 1000 JEWISH COMMUNITY FOUNDATION OF GR PHX 12701 N SCOTTSDALE RD 202 SCOTTSDALE AZ 85254 PUBLIC CHARITY PROGRAM SUPPORT 10000 JEWISH FAMILY & CHILDREN'S SERVICE 4747 N 7TH ST SUITE 100 PHOENIX AZ 85014 PUBLIC CHARITY PROGRAM SUPPORT 2500 JEWISH FREE LOAN 3443 N CENTRAL AVE STE 707 PHOENIX AZ 85012 PUBLIC CHARITY PROGRAM SUPPORT 3000 JEWISH NATIONAL FUND USA - GALILEE MEDICAL CENTER 42 EAST 69TH STREET NEW YORK NY 10021 PUBLIC CHARITY PROGRAM SUPPORT 15000 MAYO CLINIC 5701 E MAYO BLVD PHOENIX AZ 85054 PUBLIC CHARITY PROGRAM SUPPORT 15000 MIM (MUSICAL INSTRUMENT FOUNDATION) 4725 E MAYO BLVD PHOENIX AZ 85050 PUBLIC CHARITY PROGRAM SUPPORT 5000 PAT TILLMAN FOUNDATION 180 N LASALLE DRIVE SUITE 2910 CHICAGO IL 60601 PUBLIC CHARITY PROGRAM SUPPORT 500 PHOENIX ART MUSEUM 1625 N CENTRAL AVE PHOENIX AZ 85004 PUBLIC CHARITY PROGRAM SUPPORT 2500 PHOENIX CHILDREN'S HOSPITAL FOUNDATION 2929 E CAMELBACK RD PHOENIX AZ 85016 PUBLIC CHARITY PROGRAM SUPPORT 5000 SCOTTSDALE 2030 CLUB 10533 E LAKEVIEW DR SCOTTSDALE AZ 85258 PUBLIC CHARITY PROGRAM SUPPORT 2500 TGEN 445 N 5TH ST PHOENIX AZ 85004 PUBLIC CHARITY PROGRAM SUPPORT 11000 THE LEUKEMIA AND LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PUBLIC CHARITY PROGRAM SUPPORT 8000 U OF A FOUNDATION PO BOX 210109 TUCSON AZ 85721 PUBLIC CHARITY PROGRAM SUPPORT 5000 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC DC 20024 PUBLIC CHARITY PROGRAM SUPPORT 3000 WASTE NOT INC 1700 N GRANITE REEF RD SCOTTSDALE AZ 85257 PUBLIC CHARITY PROGRAM SUPPORT 5000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 6505 WILSHIRE BLVD SUITE 650 LOS ANGELES CA 90048 PUBLIC CHARITY PROGRAM SUPPORT 2500 BOULDER CREST FOUNDATION 415 GARDNER CANYON RD SONOITA AZ 85637 PUBLIC CHARITY PROGRAM SUPPORT 5000 CAMP RAMAH - HONOR OF MIKE NATELSON 17525 VENTURA BLVD ENCINO CA 91316 PUBLIC CHARITY PROGRAM SUPPORT 250 COMBAT ANTISEMITISM MOVEMENT 5995 SUMMERSIDE DR UNIT 797902 DALLAS TX 75379 PUBLIC CHARITY PROGRAM SUPPORT 2500 FOUNDATION TO COMBAT ANTI-SEMITISM 1 PATRIOT PL FOXBOROUGH MA 02035 PUBLIC CHARITY PROGRAM SUPPORT 5000 HEROES PATH PALLIATIVE CARE PO BOX 2860 TIJERAS NM 87059 PUBLIC CHARITY PROGRAM SUPPORT 3500 INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS 303 E WACKER DR SUITE 2300 CHICAGO IL 60601 PUBLIC CHARITY PROGRAM SUPPORT 5000 MERONA LEADERSHIP FOUNDATION 15910 VENTURA BLVD STE 700 ENCINO CA 91436 PUBLIC CHARITY PROGRAM SUPPORT 5000 SAVING AMY 3117 NORTH 44TH STREET PHOENIX AZ 85018 PUBLIC CHARITY PROGRAM SUPPORT 2000 171400 0 14 93368 18 225003 NONDIVIDEND DISTRIBUTIONS 01 8968 OTHER INCOME 14 548 0 327887 0 327887 0 0 0 0 0 0 0 0 0 0 X X 1 TOM AND SHERI LEVIN 5502 E CAMELHILL RD PHOENIX AZ 85018 285084 X 1 PUBLICLY TRADED SECURITIES 285084 2023-12-31 ACCOUNTING FEES 3000 1500 1500 MORGAN STANLEY 003-119395-035 1042358 2368787 CLOSED END FUNDS/MUTUAL FUND AT COST 1414315 1809395 DIFFERENCES DUE TO DONOR CARRYOVER BASIS 213010 INVESTMENT FEES 18212 18212 0 ACC REPORT 10 0 10 OTHER PORTFOLIO EXPENSES 856 0 866 NONDIVIDEND DISTRIBUTIONS 8968 8968 OTHER INCOME 548 548