2026-06-11T14:36:47-05:00 2025-12-31 061118463 BRODY WILKINSON PC 2507 POST ROAD SOUTHPORT CT 06890 990PF 2025-01-01 357386660 LEVIN FAMILY FOUNDATION C/O JAMES FUNNELL JR BRODY WILKINSON PC LEVI 2033197100 2507 POST ROAD SOUTHPORT CT 06890 JOHN WYMAN TRUSTEE 2033197106 2026-06-11 1 JAMES D FUNNELL JR ESQ P01209615 2033197100 2025 2025-03-06 01:10:19Z X 3413161 X X 15 15 15 31798 29758 31798 103588 130295 103588 0 135401 133361 31813 30000 22500 0 7500 6385 4788 0 1597 4600 4600 0 0 52997 52997 0 0 93982 84885 0 9097 190000 190000 283982 84885 0 199097 -148581 48476 31813 157160 34699 34699 544728 515765 3378462 701888 550464 3413161 0 0 X 701888 550464 701888 550464 701888 550464 701888 -148581 0 553307 2843 550464 500 SHS AMERICAN INTL GROUP D 2009-03-12 40151 20798 19353 19353 50 SHS BROADCOM INC D 2013-09-20 2025-09-22 17079 207 16872 16872 50 SHS LENNAR CORP CL A D 2016-05-10 2025-03-12 5964 2172 3792 3792 200 SHS NVIDIA D 2018-06-05 2025-09-22 36785 1327 35458 35458 50 SHS VISA INC CL A D 2011-07-18 2025-09-22 17195 1098 16097 16097 25 SHS ALPHABET INC CL C D 2009-06-23 2025-09-22 6299 259 6040 6040 25 SHS ALPHABET INC CL A D 2009-06-23 2025-09-22 6285 259 6026 6026 25 SHS MILLROSE PROPERTIES INC P 2025-02-10 2025-03-12 537 587 -50 -50 103588 -50 674 0 674 0 674 0 0 709 0 709 35 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 0 N/A JAMES D FUNNELL JR ESQ BRODY 2033197100 2507 POST ROAD SOUTHPORT CT 06890 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JODY LEVIN 545 COLUMBIA ROAD SOUTHOLD NY 11971 TRUSTEE 0.00 0 0 0 JOHN WYMAN 1 WILTON ACRES WILTON CT 06897 TRUSTEE 0.50 10000 0 0 ADRIENNE AURICHIO 72 CHERNISKE ROAD NEW MILFORD CT 06776 TRUSTEE 0.50 10000 0 0 EILEEN TUTHILL 230 COLUMBIA ROAD SOUTHOLD NY 11971 TRUSTEE 0.50 10000 0 0 JAMES FUNNELL JR 2507 POST ROAD SOUTHPORT CT 06890 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 2998766 63725 0 3062491 0 0 3062491 45937 3016554 150828 150828 674 674 150154 0 150154 0 150154 199097 0 199097 150154 30531 0 0 199097 30531 0 0 150154 18412 0 0 18412 0 0 0 0 0 0 0 18412 18412 2024-04-29 X James D Funnell Jr Esq Brody Wilkinson PC 2507 Post Road Southport CT 06890 2033197100 jfunnell@brodywilk.com No set form; Include information about organization & purpose of grant No later than December 1 of each calendar year The Foundation focuses its support on providing grants, distributions, and program-related loans to qualified charitable organizations for charitable, religious, scientific, literary, or educational purposes. RADIO STATION WPKN 277 FAIRFIELD AVE BRIDGEPORT CT 06604 PC Operation of a free-form non-profit community radio station. 65000 HERREN PROJECT PO BOX 131 PORTSMOUTH RI 02871 PC Operation of a non-profit wellness program 25000 ARCHBOLD BIOLOGICAL STATION 123 MAIN DRIVE VENUS FL 33960 PC Operation of a non-profit research station 25000 PECONIC LAND TRUST 296 HAMPTON ROAD SOUTHAMPTON NY 11968 PC Operation of non-profit community services 25000 AMERICAN BIRD CONSERVANCY PO BOX 249 THE PLAINS VA 20198 PC Operation of non-profit habitat projects and research 25000 BILH OFFICE OF PHILANTHROPY 529 MAIN STREET 4TH FLOOR CHARLESTOWN MA 02129 PC Operation of non-profit clinical care, biomedical research, and education 10000 DOUG FLUTIE JR FOUNDATION FOR AUTISM 42 FELTON STREET WALTHAM MA 02453 PC Operation of a non-profit wellness program 15000 190000 0 14 15 14 31798 18 103588 0 135401 0 135401 0 0 0 0 0 0 0 0 0 0 MERRILL LYNCH ACCT #818-27Q08 515765 3378462 6385 4788 0 1597 Adjustment - cost basis of 875 shares of Blackstone Inc per broker 2843 MERRILL LYNCH, ADVISORY FEE 52887 52887 0 0 IRS - INTEREST 110 110 0 0 FOREIGN TAX PAID 464 464 0 0 EXCISE TAX 4136 4136 0 0