2024-10-17T09:58:57-05:00 2023-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990PF 2023-01-01 521917299 THE CHARLES AND MARGARET LEVIN FAMILY FOUNDATION INC CHAR 3019426800 11151 VEIRS MILL ROAD WHEATON MD 20902 BRETT SCHNEIDER PRESIDENT 3019426800 2024-10-16 1 1 GARY FRANKLIN P01297092 3016529100 2024-10-14 2023 2024-10-15 13:58:12Z X 8578080 X X 228277 228277 116059 3350106 116059 93 93 344429 344429 0 0 0 64058 64058 0 13312 11699 0 77370 75757 0 417250 417250 494620 75757 417250 -150191 268672 91618 106072 106072 6897499 6721635 8472008 6989117 6827707 8578080 0 0 X 0 0 0 0 6989117 6827707 6989117 6827707 6989117 6827707 6989117 -150191 0 6838926 11219 6827707 PUBLICLY TRADED SECURITIES P 3329622 3234047 95575 95575 CAPITAL GAINS DIVIDENDS P 20484 20484 20484 116059 3735 0 3735 0 3735 0 0 0 0 0 89 3824 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A THE FOUNDATION 3019463448 11151 VIERS MILL RD WHEATON MD 20902 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ABBE LEVIN 11151 VEIRS MILL ROAD WHEATON MD 20902 DIRECTOR 0.10 0 0 0 ALAN LEVIN 11151 VEIRS MILL RD WHEATON MD 20902 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NOT APPLICABLE 0 0 8147315 148196 0 8295511 0 0 8295511 124433 8171078 408554 408554 3735 3735 404819 0 404819 0 404819 417250 0 417250 404819 410579 0 0 417250 410579 0 0 6671 0 0 0 0 0 0 0 0 398148 0 0 0 X A WIDER CIRCLE 4808 MOORLAND LANE BETHESDA MD 20814 PC CHARITABLE CONTRIBUTION 1000 AMERICA LUNG ASSOCIATION 55 WEST WACKER DR CHICAGO IL 60601 PC CHARITABLE CONTRIBUTION 1000 AMERICAN CANCER SOC 132 W 32ND S NEW YORK NY 10001 PC CHARITABLE CONTRIBUTION 500 AMERICAN RED CROSS 431 EIGHTEENTH STREET NW WASHINGTON DC 20006 PC CHARITABLE CONTRIBUTION 5000 BE THE MATCH 11151 VEIRS MILL ROAD WHEATON MD 20902 PC CHARITABLE CONTRIBUTION 500 BETHESDA FIRE DEPARTMENT 6600 WISCONSIN AVE CHEVY CHASE MD 208155303 PC CHARITABLE CONTRIBUTION 1000 BREAD FOR THE CITY 1525 SEVENTH ST NW WASHINGTON DC 20001 PC CHARITABLE CONTRIBUTION 5000 BROADWAY CARES 165 WEST 46TH STREET SUITE 1300 NEW YORK NY 10036 PC CHARITABLE CONTRIBUTION 1000 CARE 545 EAST 142ND STREET BRONX NEW YORK NY 10454 PC CHARITABLE CONTRIBUTION 5000 CHARITY NAVIGATOR 299 MARKET STREET SADDLE BROOK NJ 07663 PC CHARITABLE CONTRIBUTION 500 CHESAPEAKE BAY FOUNDATION PHILIP MERRILL ENVIRONMENTAL CENTER 6 HERNDON AVENUE ANNAPOLIS MD 21403 PC CHARITABLE CONTRIBUTION 500 CHILDERN'S INN AT NIH 7 WEST DR BETHESDA MD 20814 PC CHARITABLE CONTRIBUTION 1000 CITY DOGS RESCUE 1812 1/2 11TH ST NW WASHINGTON DC 20001 PC CHARITABLE CONTRIBUTION 1000 CITY WILDLIFE INC 15 OGLETHORPE STREET NW WASHINGTON DC 20011 PC CHARITABLE CONTRIBUTION 1000 COLLEGE BOUND 4222 E BROWN RD UNIT 33 MESA AZ 85205 PC CHARITABLE CONTRIBUTION 1000 DANA FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE MA 024457226 PC CHARITABLE CONTRIBUTION 45000 DAYS END FARM HORSE RESCUE 1372 WOODBINE ROAD WOODBINE MD 21797 PC CHARITABLE CONTRIBUTION 1000 DC CENTRAL KITCHEN 425 2ND STREET NW WASHINGTON DC 20001 PC CHARITABLE CONTRIBUTION 5000 DC YOUTH ORCHESTRA 1700 E CAPITAL ST WASHINGTON DC 20003 PC CHARITABLE CONTRIBUTION 1000 DOCTORS WITHOUT BORDERS USA 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 PC CHARITABLE CONTRIBUTION 5000 FOOD AND FRIENDS 219 RIGGS ROAD NE WASHINGTON DC 20011 PC CHARITABLE CONTRIBUTION 65000 GO2 FOR LUNG CANCER PO BOX 418372 BOSTON MA 02241 PC CHARITABLE CONTRIBUTION 1000 HAR TZEON - AGUDATH ACHIM CONGREGATION 1840 UNIVERSITY BLVD W SILVER SPRING MD 209024420 PC CHARITABLE CONTRIBUTION 8000 HOLIDAY ON DUTY WKCC 11151 VEIRS MILL ROAD WHEATON MD 20902 PC CHARITABLE CONTRIBUTION 250 HOLY CROSS HEALTH FOUNDATION 1500 FOREST GLEN RD SILVER SPRING MD 209101484 PC CHARITABLE CONTRIBUTION 25000 HOMELESS CHILDREN'S PLAYTIME PROJECT 1525 NEWTON ST NW WASHINGTON DC 20010 PC CHARITABLE CONTRIBUTION 1000 HOPKINS KIMMEL CANCER CENTER 5505 HOPKINS BAYVIEW CIRCLE BALTIMORE MD 21224 PC CHARITABLE CONTRIBUTION 40000 HUMANE RESCUE ALLIANCE 65 HIGH RIDGE RD 655 STAMFORD CT 06905 PC CHARITABLE CONTRIBUTION 1000 JUVENILE DIABETES RESEARCH FOUNDATION 1400 K STREET NW SUITE 1200 WASHINGTON DC 20005 PC CHARITABLE CONTRIBUTION 5000 KENSINGTON VOLUNTEER FIRE DEPT PO BOX 222 KENSINGTON MD 20895 PC CHARITABLE CONTRIBUTION 1000 KNINE RESCUE PO BOX 578 ASHTON MD 20861 PC CHARITABLE CONTRIBUTION 1000 LEV EXPERIENCE 6309 EXECUTIVE BLVD NORTH BETHESDA MD 20852 PC CHARITABLE CONTRIBUTION 1000 LHS BAND ASSN PO BOX 7741 MCLEAN VA 22101 PC CHARITABLE CONTRIBUTION 500 LUSTGARTEN FOUNDATION 415 CROSSWAYS PARK DRIVE SUITE D WOODBURY NY 11797 PC CHARITABLE CONTRIBUTION 5000 MAKOM (PREVIOUSLY JFGH) 11151 VEIRS MILL RD WHEATON MD 209022533 PC CHARITABLE CONTRIBUTION 35000 MAP INTL 4700 GLYNCO PARKWAY BRUNSWICK GA 31525 PC CHARITABLE CONTRIBUTION 2000 MARYLAND THERAPEUTIC RIDING 1141 SUNRISE BEACH RD CROWNSVILLE MD 21032 PC CHARITABLE CONTRIBUTION 500 MD ANDERSON CANCER CENTER PO BOX 301439 HOUSTON TX 77230 PC CHARITABLE CONTRIBUTION 52500 MEMORIAL SLOAN KETTERING 1275 YORK AVE NEW YORK NY 10065 PC CHARITABLE CONTRIBUTION 25500 MENORAH PARK-SHINING STAR 27100 CEDAR RD BEACHWOOD OH 44122 PC CHARITABLE CONTRIBUTION 2000 MICHAEL J FOX FDN 111 W 33RD ST NEW YORK NY 10001 PC CHARITABLE CONTRIBUTION 5000 MID COUNTY UNITED MINISTRIES 11002 VEIRS MILL RD 7TH FL WHEATON MD 20902 PC CHARITABLE CONTRIBUTION 5000 PARKINSON FOUNDATION OF THE NATIONAL CAPITAL AREA 8830 CAMERON ST SILVER SPRING MD 20910 PC CHARITABLE CONTRIBUTION 1000 PRESIDENT LINCOLNS COTTAGE 140 ROCK CREEK CHURCH RD NW WASHINGTON DC 20011 PC CHARITABLE CONTRIBUTION 500 RONALD MCDONALD HOUSE CHARITIES 471 CLARKSON AVENUE BUILDING S BROOKLYN NY 11203 PC CHARITABLE CONTRIBUTION 1500 SAVE A CHILDS HEART ENDOWMENT FUND PO BOX 59172 POTOMAC MD 20859 PC CHARITABLE CONTRIBUTION 3000 SAVE THE CHILDRENUKRAINE CRISIS RELIEF FOUNDATION 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CA 06825 PC CHARITABLE CONTRIBUTION 5000 SCHOLAR CHIPS PO BOX 56404 WASHINGTON DC 20040 PC CHARITABLE CONTRIBUTION 1000 SCRIPPS RESEARCH 10550 N TORREY PINES RD LA JOLLA CA 92037 PC CHARITABLE CONTRIBUTION 5000 SHEPHERDS TABLE 8106 GEORGIA AVE SILVER SPRING MD 20910 PC CHARITABLE CONTRIBUTION 2000 SILVER SPRING VILLAGE PO BOX 8217 SILVER SPRING MD 20907 PC CHARITABLE CONTRIBUTION 500 SO WHAT ELSE 17200 CASHELL ROAD ROCKVILLE MD 20853 PC CHARITABLE CONTRIBUTION 1500 SPECIAL OLYMPICS 2600 VIRGINIA AVE NW WASHINGTON DC 20037 PC CHARITABLE CONTRIBUTION 250 SPUR LOCAL 80 M ST SE STE 100 WASHINGTON DC 20003 PC CHARITABLE CONTRIBUTION 500 ST JUDES CHILDRENS RESEARCH HO 220 E 42ND ST NEW YORK NY 10017 PC CHARITABLE CONTRIBUTION 2000 SUJSAN G KOMEN 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 PC CHARITABLE CONTRIBUTION 2000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 221721776 PC CHARITABLE CONTRIBUTION 250 US HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 PC CHARITABLE CONTRIBUTION 1800 UT HEALTH HOUSTON 7000 FANNIN SUITE 1706 HOUSTON TX 77030 PC CHARITABLE CONTRIBUTION 15000 WATER MISSION 1150 KINZER STREET NORTH CHARLESTON SC 29405 PC CHARITABLE CONTRIBUTION 3000 WHEATON VOLUNTEER RESCUE SQUAD 2400 ARCOLA AVENUE WHEATON MD 20902 PC CHARITABLE CONTRIBUTION 1000 WOODSON HS BAND 9525 MAIN STREET FAIRFAX VA 22031 PC CHARITABLE CONTRIBUTION 200 WORLD CENTRAL KITCHEN 655 NY AVE NW 6TH FLOOR WASHINGTON DC 20001 PC CHARITABLE CONTRIBUTION 5000 WILMER EYE INSTITUTE- WEINBERG RESEARCH 4940 EASTERN AVE BALTIMORE MD 21224 PC CHARITABLE CONTRIBUTION 1000 417250 0 14 228277 18 116059 MISC INCOME 01 93 0 344429 0 344429 0 0 0 0 0 0 0 0 0 0 STOCKS 2576212 3485278 EXCHANGE-TRADED 606639 674155 MUTUAL FUNDS 3101325 3358813 ALTERNATE INVESTMENTS 437459 953762 ADJUSTMENT TO FUND BALANCE DUE TO TIMING DIFFERENCES IN INVESTMENT REVENUE 11219 MISC INCOME 93 93 93 INVESTMENT FEES 64058 64058 0 PRIOR YEAR FEDERAL EXCISE TAX PAYMENT 1613 0 0 FOREIGN TAXES PAID 11699 11699 0