2025-04-07T16:51:31-05:00 2024-12-31 860985325 LOHMAN COMPANY PLLC 1630 S STAPLEY DR SUITE 108 MESA AZ 85204 990PF 2024-01-01 203577274 LEVITY IMPACT CHARITABLE FOUNDATION LEVI 4802055164 7622 E MIAMI ROAD SCOTTSDALE AZ 85258 AL LEVI EXECUTIVE DIRECTOR 4802055164 2025-03-25 1 1 DENNIS M HARE P01241957 4803551100 2025-02-26 2024 2025-03-06 01:10:19Z X 940553 X X 363 363 13722 13722 128134 202944 128134 142219 142219 0 0 0 451 0 0 3766 0 0 1426 0 0 275 0 0 5918 0 0 175000 175000 180918 0 175000 -38699 142219 102937 72691 72691 651355 642902 867862 754292 715593 940553 0 0 X 754292 715593 754292 715593 754292 715593 754292 -38699 0 715593 0 715593 GROWTH FUND AMERICA INCORP OPEN END 55.374 P 2012-12-21 2024-09-24 4292 1910 2382 2382 GROWTH FUND AMERICA INCORP OPEN END 19.387 P 2013-12-20 2024-09-24 1503 813 690 690 CAPITAL WORLD GROWTH & INCOME 193.349 P 2007-12-19 2024-05-08 12500 8363 4137 4137 CAPITAL WORLD GROWTH & INCOME 109.950 P 2007-12-19 2024-07-03 7316 4755 2561 2561 CAPITAL WORLD GROWTH & INCOME 39.305 P 2008-03-25 2024-07-03 2615 1573 1042 1042 CAPITAL WORLD GROWTH & INCOME 38.602 P 2008-06-26 2024-07-03 2569 1553 1016 1016 CAPITAL WORLD GROWTH & INCOME 45.863 P 2008-06-26 2024-09-24 3147 1846 1301 1301 CAPITAL WORLD GROWTH & INCOME 54.922 P 2008-09-29 2024-09-24 3768 1893 1875 1875 CAPITAL WORLD GROWTH & INCOME 44.966 P 2008-12-18 2024-09-24 3085 1199 1886 1886 GROWTH FUND AMERICA INCORP OPEN END 110.594 P 2006-12-20 2024-05-08 7777 3655 4122 4122 GROWTH FUND AMERICA INCORP OPEN END 244.924 P 2007-12-20 2024-05-08 17223 8184 9039 9039 GROWTH FUND AMERICA INCORP OPEN END 333.778 P 2007-12-20 2024-07-03 25000 11152 13848 13848 GROWTH FUND AMERICA INCORP OPEN END 33.956 P 2007-12-20 2024-09-24 2632 1135 1497 1497 GROWTH FUND AMERICA INCORP OPEN END 101.212 P 2008-12-23 2024-09-24 7845 2006 5839 5839 GROWTH FUND AMERICA INCORP OPEN END 59.658 P 2009-12-22 2024-09-24 4624 1620 3004 3004 GROWTH FUND AMERICA INCORP OPEN END 62.528 P 2010-12-23 2024-09-24 4846 1897 2949 2949 GROWTH FUND AMERICA INCORP OPEN END 54.932 P 2011-12-22 2024-09-24 4258 1563 2695 2695 INCOME FUND OF AMERICA INC OPEN END 30.701 P 2008-09-22 2024-05-08 738 511 227 227 INCOME FUND OF AMERICA INC OPEN END 286.117 P 2008-12-26 2024-05-08 6875 3639 3236 3236 INCOME FUND OF AMERICA INC OPEN END 203.365 P 2009-03-23 2024-05-08 4887 2367 2520 2520 INCOME FUND OF AMERICA INC OPEN END 58.185 P 2009-03-23 2024-07-03 1411 677 734 734 INCOME FUND OF AMERICA INC OPEN END 181.156 P 2009-06-22 2024-07-03 4393 2364 2029 2029 INCOME FUND OF AMERICA INC OPEN END 161.319 P 2009-09-21 2024-07-03 3912 2394 1518 1518 INCOME FUND OF AMERICA INC OPEN END 114.804 P 2009-12-24 2024-07-03 2784 1777 1007 1007 INCOME FUND OF AMERICA INC OPEN END 41.565 P 2009-12-24 2024-09-24 1078 643 435 435 INCOME FUND OF AMERICA INC OPEN END 155.920 P 2010-03-22 2024-09-24 4045 2446 1599 1599 INCOME FUND OF AMERICA INC OPEN END 162.425 P 2010-06-21 2024-09-24 4213 2472 1741 1741 INCOME FUND OF AMERICA INC OPEN END 25.595 P 2010-09-20 2024-09-24 664 403 261 261 CAPITAL GAINS DIVIDENDS P 52944 52944 52944 128134 1977 0 1977 0 1977 960 0 0 0 960 0 1017 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 1 0 0 1 N/A LEVITY IMPACT CHARITABLE FOUNDATION 4802055164 7622 E MIAMI ROAD SCOTTSDALE AZ 85258 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN P LEVI 7622 E MIAMI RD SCOTTSDALE AZ 85258 PRESIDENT 0.50 0 0 0 NATALIE LEVI 7622 E MIAMI RD SCOTTSDALE AZ 85258 VICE PRESIDENT 0.00 0 0 0 PAMELA LEVI MALTER 403 S ALDER ST PHILADELPHIA PA 19147 SECRETARY 0.00 0 0 0 JACLYN LEVI 1314 OLIVE ST SANTA BARBARA CA 93101 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 880246 71101 0 951347 0 0 951347 14270 937077 46854 46854 1977 1977 44877 0 44877 0 44877 175000 0 175000 44877 0 0 28681 33019 17580 49654 17271 146205 175000 0 0 0 44877 130123 0 0 276328 0 0 0 0 0 0 28681 247647 33019 17580 49654 17271 130123 ALAN P LEVI NATALIE LEVI ALAN P LEVI 7622 E MIAMI RD SCOTTSDALE AZ 85258 4802055164 REQUEST FOR PROPOSAL (RFP) & VERIFICATION OF 501(C)(3) STATUS NONE NONE ASSOCIATION TO BENEFIT CHILDREN 419 E 86TH ST NEW YORK NY 10035 N/A 501(C)(3) IN SUPPORT OF THE CODY GIFFORD HOUSE AND THE KEITH HARING SCHOOL WHICH OFFERS EARLY INTERVENTION SERVICES TO DISADVANTAGED INFANTS AND TODDLERS WHO STRUGGLE WITH SEVERE DEVELOPMENTAL DISABILITIES AND SERIOUS MEDICAL CONDITIONS. 15000 EXPERIENCE CAMPS PO BOX 5121 WESTPORT CT 06881 N/A 501(C)(3) PROVIDE CAMP EXPERIENCE FOR GRIEVING CHILDREN. 25000 NATIONAL COUNCIL JEWISH WOMEN ESSEX 70 SOUTH ORANGE AVENUE STE 120 LIVINGSTON NJ 07039 N/A 501(C)(3) PROVIDE FOR THE NCJW/ESSEX 2024 BACK 2 SCHOOL STORE WHICH EMPOWERS OVER 1,000 CHILDREN IN FINANCIAL NEED BY PROVIDING ESSENTIAL SCHOOL ITEMS, AT NO COST TO THE STUDENT SO THEY CAN FOCUS ON LEARNING. 10000 NATIONAL COUNCIL JEWISH WOMEN ESSEX 70 SOUTH ORANGE AVENUE STE 120 LIVINGSTON NJ 07039 N/A 501(C)(3) PROVIDE FOR THE NCJW/ESSEX LINDA AND RUDY SLUCKER CENTER FOR WOMEN, WHICH PROVIDES CLIENTS ACCESS TO CAREER COUNSELING, RESUME WRITING AND JOB INTERVIEW SKILLS, COMPUTER CLASSES, GRANTS FOR JOB CERTIFICATION TRAINING PROGRAMS, HARD AND SOFT SKILLS WORKSHOPS, ACCESS TO RECUITMENT OPPORTUNITIES, HEALTH AND WELLNESS WORKSHOPS, FAMILY LAW CONSULTATION AND MORE. 15000 ALISA ANN RUCH BURN FOUNDATION 44 MONTGOMERY STREET 3RD FLOOR SAN FRANCISCO CA 94104 N/A 501(C)(3) TO ASSIST THE ORGANIZATION IN REDUCING THE NUMBER OF BURN INJURIES THROUGH PREVENTION EDUCATION, AND TO ENHANCE THE QUALITY OF LIFE OF BURN VICTIMS IN CALIFORNIA. 10000 JEWBELONG PO BOX 3013 UPPER MONTCLAIR NJ 07043 N/A 501(C)(3) TO PROMOTE JUDAISM AND RAISE AWARENESS ABOUT ANTISEMITISM. 100000 175000 0 14 363 14 13722 18 128134 0 142219 0 142219 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3766 0 0 OP- OPEN END MUTUAL FUNDS FMV 642902 867862 LEGAL FEES 451 0 0 SOFTWARE 275 0 0 ALAN NATALIE LEVI 7622 E MIAMI ROAD SCOTTSDALE AZ 852583407 FOREIGN TAX PAID 309 0 0 FEDERAL EXCISE TAX PAID 1117 0 0