2025-10-27T09:10:22-07:00 2024-12-31 561751100 Goldberg & Davis CPAs 5950 Fairview Road Suite 408 Charlotte NC 28210 990PF 2024-01-01 562227885 Barbara & Jerry Levin Charitable Foundation BARB 7043664534 3716 Cypress Club Dr Charlotte NC 28210 Jerome Levin President 7043664534 2025-10-27 true Jonathan M Goldberg P00903108 7045512223 2025-10-27 2024 2025-03-06 01:10:19Z X 1267812 X X 37 37 28441 28441 3939 42908 3939 39 0 17181 15900 49598 48317 39 0 2300 2300 0 411 411 0 0 2711 2711 0 55857 55857 58568 2711 55857 -8970 45606 39 1227 2011 2011 22192 25018 27088 0 0 628 706522 694570 1238713 0 0 0 0 0 0 730569 721599 1267812 0 0 0 0 0 X 730569 721599 730569 721599 730569 721599 730569 -8970 721599 721599 SPDR Gold Minishares P 2024-01-01 2024-12-31 39 0 0 39 0 0 0 39 405 Cohen & Steers P 2022-01-01 2024-10-24 3724 0 4327 -603 0 0 0 -603 1432 Harding Loevner P 2022-01-01 2024-09-04 27429 0 22809 4620 0 0 0 4620 1270 Cohen & Steers P 2022-01-01 2024-10-14 11678 0 11830 -152 0 0 0 -152 .55 Commerce Bancshares P 1995-09-27 2024-12-18 38 0 3 35 0 0 0 35 3939 39 634 0 634 0 634 28 750 778 -778 X 30 114 114 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 1261441 19898 0 1281339 0 1281339 19220 1262119 63106 63106 634 634 62472 62472 62472 55857 55857 62472 0 0 0 0 0 0 55857 0 55857 55857 0 0 0 62472 0 55857 0 0 0 0 55857 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 10000 Temple Israel 4901 Providence Rd Charlotte NC 28226 Exempt General Purpose 8234 Charlotte Symphony 128 S Tryon St Ste 350 Charlotte NC 28202 Exempt General Purpose 500 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 3000 Magen David Adom 20 W 36th St Ste 1100 New York NY 10018 Exempt General Purpose 1000 Boys Town Father Flanagans Boys Home Boys Town NE 68010 Exempt General Purpose 3600 Mucolipidosis Type IV 1440 Spring St NW Atlanta GA 30309 Exempt General Purpose 4500 Second Harvest Food Bank 500-B Spratt St Charlotte NC 28206 Exempt General Purpose 500 Colel Chabad 806 Eastern Pkwy Brooklyn NY 11213 Exempt General Purpose 1000 US Holocaust Musuem 100 Raoul Wallenberg PL Sw Washington DC 20024 Exempt General Purpose 125 Queens University of Charlotte 1900 Selwyn Ave Charlotte NC 28274 Exempt General Purpose 2500 Unv of NC at Chapel Hill PO Box 309 Chapel Hill NC 27514 Exempt General Purpose 500 BBYO 1200 Pennsylvania Ave Washington DC 20004 Exempt General Purpose 360 Memory & Movement 411 Billingsley Rd Ste 103 Charlotte NC 28211 Exempt General Purpose 1000 SPLC 400 Washington Ave Montgomery AL 36104 Exempt General Purpose 230 Hadassah 40 Wall Street New York NY 10005 Exempt General Purpose 500 Paws of War 127 Smithtown Blvd Nesconset NY 11767 Exempt General Purpose 100 Chabad of Durham 127 Mallette St Chapel Hill NC 27516 Exempt General Purpose 2500 Levine Museum PO Box 30125 Charlotte NC 28230 Exempt General Purpose 500 NC Hillel 210 Cameron Ave Chapel Hill NC 27516 Exempt General Purpose 5000 Misty Meadows 455 Providence Road S Weddington NC 28173 Exempt General Purpose 1000 Uptown Chabad 1107 Spruce St Charlotte NC 28203 Exempt General Purpose 3600 55857 14 37 14 28441 18 7954 Capital Gains distributions 1 Exempt-interest dividends 1 36432 36432 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 2300 SPDR Gold 2024-01 Purchased 2024-12 39 0 39 405 Cohen & Steers Purchased 2024-10 3724 4327 -603 1432 Harding Loevner Purchased 2024-09 27429 22809 4620 1270 Cohen & Steers Purchased 2024-10 11678 11830 -152 .55 Commerce Bancshares 1995-09 Purchased 2024-12 38 3 35 452 shs Commerce Bancshares cost basis 2763 20237 28164 140 shs IBM 25089 30776 203 shs IBM donated 3/29/18 cost 2,667 12/16/92 31146 44625 296 shs Conocophillips 1655 29354 213 shs Hershey Company donated 3/29/18 cost $9,949 8/27/10 21078 36072 837.803 shs Dodge & Cox Intl Stock 27623 41806 3857.408 shs Tortoise MLP and Energy 41914 34987 417.235 shs Nuveen NWQ Small Cap 10518 21404 1877.448 shs Oakmark Intl Small Cap 24173 33362 74 shs Vanguard Small Cap 8863 20724 1170.646 shs William Blair Intl 24005 31970 184 shs Ishares TR Cohen (split 12/20) 4100 11088 180 shs Ishares TR Cohen & Steer (split 12/20) 8002 10847 222 shs Vanguard Growth (10/21/11) 13405 91118 269 shs Vanguard Value (10/21/11) 13372 45542 314 shs Johnson & Johnson 32367 45411 144 shs Johnson & Johnson 20153 20825 774 shs Lowes Companies Inc 48631 191023 166 shs Lowes Companies (donated 12/20) 25199 40969 104 shs Lowes Companies (donated 12/21) 26385 25667 497 shs Phillips 66 21344 56623 124 shs Vanguard Mid Cap Value 10607 20059 93 shs Dollar Tree 7447 6969 300.871 JPMorgan Mid Cap Value 11028 11057 530 shs Ishares MSCI EAFE Small Cap 27080 32198 1796 shs Ford Motor company 19995 17780 3592 shs Ford Motor company (4/15/20) 18498 35561 326.51 shs T Rowe Price QM 11565 14200 575.872 shs Macquarie Mid Cap Growth 17017 16896 24 shs Cigna Corp 2782 6627 2547 shs Energy Transfer 20642 49896 243.769 Dodge & Cox Stock (6/22/20) 40000 62693 849 shs SPDR Gold Minishares (5/10/21) 31038 44140 68 Kyndryl Hldgs Inc 183 2353 1353.18 Baillie Gifford Emerging Markets 27429 25927 Capital gain distributions 15900 15900 Non dividend distributions 1281 Taxes paid Foreign taxes paid 411 411