2024-08-27T07:43:42-07:00 2023-12-31 561751100 Goldberg & Davis CPAs 5950 Fairview Road Suite 408 Charlotte NC 28210 990PF 2023-01-01 562227885 Barbara & Jerry Levin Charitable Foundation BARB 7043664534 3716 Cypress Club Dr Charlotte NC 28210 Jerome Levin President 7043664534 2024-08-27 true Jonathan M Goldberg P00903108 7045512223 2024-08-27 2023 2024-08-08 14:25:15Z X 1209725 X X 66 66 30507 30507 6690 16037 3361 0 13052 11967 50315 45901 0 2000 2000 0 749 749 0 0 2749 2749 0 56695 56695 59444 2749 56695 -9129 43152 4880 1227 1227 18948 22192 22192 0 0 628 628 715870 706522 1185678 0 0 0 0 0 0 739698 730569 1209725 0 0 0 0 0 X 739698 730569 739698 730569 739698 730569 739698 -9129 730569 730569 Commerce Bankshares P 1995-09-27 2023-12-19 28 0 3 25 0 0 0 25 Energy Transfer P 2020-06-19 2023-10-17 16009 0 12673 3336 0 0 0 3336 3361 600 0 600 0 600 628 500 1128 -1128 528 528 false false false false false false false true true true false false false false true N/A Jerry L Levin 7043215000 3716 Cypress Club Dr Charlotte NC 28210 false false false false false false false false false true false false false false false false false false false false false Jerome L Levin 5019 Carmel Park Dr Charlotte NC 28226 President 2.00 0 0 0 Barbara Levin 5019 Carmel Park Dr Charlotte NC 28226 Secretary/Treasurer 2.00 0 0 0 Nancy L Kipnis Charlotte Charlotte NC 28226 Director 2.00 0 0 0 Bruce Levin Atlanta Atlanta GA 30329 Director 2.00 0 0 0 Linda Goldsmith Charlotte Charlotte NC 28226 Director 2.00 0 0 0 NONE 0 NONE 0 N/A 0 1135993 28912 0 1164905 0 1164905 17474 1147431 57372 57372 600 600 56772 56772 56772 56695 56695 56772 53029 0 0 0 0 0 0 56695 53029 0 3666 0 0 0 0 0 53106 0 0 0 0 0 0 0 Jerry and Barbara Levin None X Jerry Barbara Levin 3716 Cypress Club Dr Apt C-111 Charlotte NC 28210 7043664534 N/A N/A N/A Charlotte Jewish Family Services 5007 Providence Rd Charlotte NC 28226 Unrelated Exempt General Purpose 6800 Temple Israel 4901 Providence Rd Charlotte NC 28226 Exempt General Purpose 14778 Ramah Darom 6400 Powers Ferry Rd Ste 215 Atlanta GA 30339 Exempt General Purpose 4000 Charlotte Symphony 128 S Tryon St Ste 350 Charlotte NC 28202 Exempt General Purpose 500 Charlotte Federation of Jewish Charities 5007 Providence Rd Charlotte NC 28226 Exempt General Purpose 16009 American Technion Society 55 E 59th St New York NY 10022 Exempt General Purpose 500 Hebrew Cemetary 5007 Providence Rd Ste 113 Charlotte NC 28226 Exempt General Purpose 108 JDRF 205 Regency Executive Park Ste 102 Charlotte NC 28217 Exempt General Purpose 5000 Jewish Preschool on Sardis 6619 Sardis Rd Charlotte NC 28270 Exempt General Purpose 2500 Magen David Adom (Emergency Fund) 5 Haplada St IS Exempt General Purpose 5400 Charlotte Neuroscience Foundation 411 Billingsley Rd Charlotte NC 28211 Exempt General Purpose 1000 Doctors Without Borders 40 Rector St 16th Fl New York NY 10006 Exempt General Purpos3 100 56695 14 66 14 30507 18 6690 Capital Gains distributions 1 4134 Exempt-interest dividends 1 41397 41397 4 Dividends and capital gain income create opportunities for the 4 Barbara & Jerry Levin Charitable Foundation to make contributions 4 to several organizations in the Charlotte area. false false false false false false false false false false Goldberg & Davis CPAs Accounting 2000 .58 shs Commerce Bancshares 1995-09 Purchased 2023-12 28 3 25 1153 shs Energy Transfer 2020-06 Purchased 2023-10 16009 9344 6665 431 shs Commerce Bancshares cost basis 2763 20237 23020 140 shs IBM 25089 22897 203 shs IBM donated 3/29/18 cost 2,667 12/16/92 31146 33201 296 shs Conocophillips 1656 34357 213 shs Hershey Company donated 3/29/18 cost $9,949 8/27/10 21078 39712 1675.937 shs Cohen & Steers Intl 16571 15201 837.803 shs Dodge & Cox Intl Stock 27623 41186 3857.408 shs Tortoise MLP and Energy 41914 29432 417.235 shs Nuveen NWQ Small Cap 10518 22088 1877.448 shs Oakmark Intl Small Cap 24173 36498 74 shs Vanguard Small Cap 8863 17891 1170.646 shs William Blair Intl 24005 33562 184 shs Ishares TR Cohen (split 12/20) 4100 10806 180 shs Ishares TR Cohen & Steer (split 12/20) 8002 10572 222 shs Vanguard Growth (10/21/11) 13405 69015 269 shs Vanguard Value (10/21/11) 13372 40216 314 shs Johnson & Johnson 32367 49216 144 shs Johnson & Johnson 20153 22571 774 shs Lowes Companies Inc 48631 172254 166 shs Lowes Companies (donated 12/20) 25199 36943 104 shs Lowes Companies (donated 12/21) 26385 23145 497 shs Phillips 66 21344 66171 1432.321 shs Harding Loevner Inst 22809 26383 124 shs Vanguard Mid Cap Value 10607 17981 93 shs Dollar Tree 7447 13211 300.871 JPMorgan Mid Cap Value 11028 10813 530 shs Ishares MSCI EAFE Small Cap 27080 32807 1796 shs Ford Motor company 19995 21894 3592 shs Ford Motor company (4/15/20) 18498 43786 326.51 shs T Rowe Price QM 11565 13508 575.872 shs Ivy Mid Cap Growth 17017 17489 24 shs Cigna Corp 2782 7187 2547 shs Energy Transfer 20642 35149 243.769 Dodge & Cox Stock (6/22/20) 40000 59370 849 shs SPDR Gold Minishares (5/10/21) 31038 34733 68 Kyndryl Hldgs Inc 183 1413 Capital gain distributions 4134 4134 Non dividend distributions 1085 K-1 Ordinary Inc 7833 7833 Taxes paid 400 400 Foreign taxes paid 349 349