2026-03-06T09:13:33-06:00 2025-12-31 860985325 LOHMAN COMPANY PLLC 1630 S STAPLEY DR SUITE 110 MESA AZ 85204 990PF 2025-01-01 203577274 LEVITY IMPACT CHARITABLE FOUNDATION LEVI 4802055164 7622 E MIAMI ROAD SCOTTSDALE AZ 85258 ALAN P LEVI EXECUTIVE DIRECTOR 4802055164 2026-03-04 1 DENNIS M HARE P01241957 4803551100 2026-03-04 2025 2025-03-06 01:10:19Z X 967031 X X 423 423 11271 11271 143898 229789 143898 155592 155592 0 0 0 222 0 0 3350 0 0 3017 0 0 435 0 0 7024 0 0 125000 125000 132024 0 125000 23568 155592 72691 99088 99088 642902 640073 867943 715593 739161 967031 0 0 X 715593 739161 715593 739161 715593 739161 715593 23568 0 739161 0 739161 GROWTH FUND AMERICA INCORP OPEN END 319.57 P 2013-12-20 2025-01-28 25000 13409 11591 11591 GROWTH FUND AMERICA INCORP OPEN END 129.077 P 2013-12-20 2025-02-21 9908 5416 4492 4492 GROWTH FUND AMERICA INCORP OPEN END 196.613 P 2014-12-19 2025-02-21 15092 8207 6885 6885 GROWTH FUND AMERICA INCORP OPEN END 300.445 P 2014-12-19 2025-07-16 25000 12541 12459 12459 INCOME FUND OF AMERICA INC OPEN END 40.348 P 2012-03-20 2025-02-21 1035 706 329 329 INCOME FUND OF AMERICA INC OPEN END 88.992 P 2012-03-20 2025-07-16 2373 1556 817 817 INCOME FUND OF AMERICA INC OPEN END 133.851 P 2012-06-19 2025-07-16 3570 2283 1287 1287 INCOME FUND OF AMERICA INC OPEN END 127.240 P 2012-09-18 2025-07-16 3394 2306 1088 1088 INCOME FUND OF AMERICA INC OPEN END 133.857 P 2012-12-24 2025-07-16 3570 2429 1141 1141 INCOME FUND OF AMERICA INC OPEN END 115.572 P 2013-03-19 2025-07-16 3082 2189 893 893 INCOME FUND OF AMERICA INC OPEN END 0.413 P 2013-06-18 2025-07-16 11 8 3 3 CAPITAL WORLD GROWTH & INCOME FD-A 40.929 P 2008-12-18 2025-01-28 2696 1090 1606 1606 CAPITAL WORLD GROWTH & INCOME FD-A 49.678 P 2009-03-23 2025-01-28 3272 1157 2115 2115 CAPITAL WORLD GROWTH & INCOME FD-A 98.821 P 2009-06-22 2025-01-28 6508 2740 3768 3768 CAPITAL WORLD GROWTH & INCOME FD-A 0.369 P 2009-09-28 2025-01-28 24 12 12 12 CAPITAL WORLD GROWTH & INCOME FD-A 31.705 P 2009-09-28 2025-02-21 2102 1030 1072 1072 CAPITAL WORLD GROWTH & INCOME FD-A 36.905 P 2009-12-17 2025-02-21 2447 1256 1191 1191 CAPITAL WORLD GROWTH & INCOME FD-A 31.146 P 2010-03-22 2025-02-21 2065 1052 1013 1013 CAPITAL WORLD GROWTH & INCOME FD-A 88.753 P 2010-06-21 2025-02-21 5885 2781 3104 3104 CAPITAL WORLD GROWTH & INCOME FD-A 1.222 P 2010-06-21 2025-07-16 87 38 49 49 CAPITAL WORLD GROWTH & INCOME FD-A 32.131 P 2010-09-20 2025-07-16 2294 1071 1223 1223 CAPITAL WORLD GROWTH & INCOME FD-A 37.462 P 2010-12-21 2025-07-16 2675 1321 1354 1354 CAPITAL WORLD GROWTH & INCOME FD-A 27.993 P 2011-03-22 2025-07-16 1999 996 1003 1003 CAPITAL WORLD GROWTH & INCOME FD-A 74.254 P 2011-06-21 2025-07-16 5302 2668 2634 2634 CAPITAL WORLD GROWTH & INCOME FD-A 31.397 P 2011-09-20 2025-07-16 2242 1012 1230 1230 CAPITAL WORLD GROWTH & INCOME FD-A 33.636 P 2011-12-20 2025-07-16 2402 1049 1353 1353 INCOME FUND OF AMERICA INC OPEN END 133.268 P 2010-09-20 2025-01-28 3353 2096 1257 1257 INCOME FUND OF AMERICA INC OPEN END 215.589 P 2010-12-28 2025-01-28 5424 3557 1867 1867 INCOME FUND OF AMERICA INC OPEN END 140.565 P 2011-03-22 2025-01-28 3537 2360 1177 1177 INCOME FUND OF AMERICA INC OPEN END 7.398 P 2011-06-21 2025-01-28 186 125 61 61 INCOME FUND OF AMERICA INC OPEN END 133.542 P 2011-06-21 2025-02-21 3427 2258 1169 1169 INCOME FUND OF AMERICA INC OPEN END 148.186 P 2011-09-20 2025-02-21 3802 2407 1395 1395 INCOME FUND OF AMERICA INC OPEN END 165.064 P 2011-12-28 2025-02-21 4236 2765 1471 1471 CAPITAL GAINS DIVIDENDS P 71789 71789 71789 143898 2163 0 2163 0 2163 2000 0 0 0 2000 0 163 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 825125 92118 0 917243 0 0 917243 13759 903484 45174 45174 2163 2163 43011 0 43011 0 43011 125000 0 125000 43011 0 0 33019 17580 49654 17271 130123 247647 125000 0 0 0 43011 81989 0 0 329636 0 0 0 0 0 0 33019 296617 17580 49654 17271 130123 81989 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 ALISA ANN RUCH BURN FOUNDATION 44 MONTGOMERY STREET 3RD FLOOR SAN FRANCISCO CA 94104 N/A PC 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 EXPERIENCE CAMPS PO BOX 5121 WESTPORT CT 06881 N/A PC PROVIDE CAMP EXPERIENCE FOR GRIEVING CHILDREN. 15000 JEWBELONG PO BOX 3013 UPPER MONTCLAIR NJ 07043 N/A PC TO PROMOTE JUDAISM AND RAISE AWARENESS ABOUT ANTISEMITISM. 50000 NATIONAL COUNCIL JEWISH WOMEN ESSEX 70 SOUTH ORANGE AVENUE STE 120 LIVINGSTON NJ 07039 N/A PC PROVIDE FOR THE NCJW/ESSEX 2025 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. 15000 NATIONAL COUNCIL JEWISH WOMEN ESSEX 70 SOUTH ORANGE AVENUE STE 120 LIVINGSTON NJ 07039 N/A PC 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. 20000 CAMP DREAM STREET MISSISSIPPI 3863 MORRISON ROAD UTICA MS 39175 N/A NC TO ASSIST IN OPERATIONS AT CAMP DREAM STREET MISSISSIPPI OFFERS CHILDREN WITH PHYSICAL DISABILITIES THE CHANCE FOR FUN, MAKE NEW FRIENDS, AND BE ACCEPTED FOR WHO THEY ARE. 5000 SCOPE 275 MADISON AVENUE SUITE 2110 NEW YORK NY 10016 N/A PC TO SUPPORT THE MISSION AT SUMMER CAMP OPPORTUNITIES PROMOTE EDUCATION (SCOPE) TO FUND OVERNIGHT SUMMER CAMPS AND COLLEGE SCHOLARSHIPS, CREATING PATHWAYS TO POTENTIAL THROUGH CAMP, CLASSROOM, COLLEGE AND CAREER FOR CHILDREN AND TEENS FROM UNDER-RESOURCED COMMUNITIES WHO COMMIT TO STAYING IN SCHOOL. 10000 125000 0 14 423 14 11271 18 143898 0 155592 0 155592 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3350 0 0 OP- OPEN END MUTUAL FUNDS FMV 640073 867943 LEGAL FEES 222 0 0 SOFTWARE 380 0 0 BANK CHARGES 55 0 0 ALAN NATALIE LEVI 7622 E MIAMI ROAD SCOTTSDALE AZ 852583407 FEDERAL EXCISE TAX PAID 3017 0 0