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Nonprofiteer
← JUNE ROCKWELL LEVY FOUNDATION INCORPORATED

Form 990 for tax year 2024

Filed by JUNE ROCKWELL LEVY FOUNDATION INCORPORATED.

Totals

Total revenue
$2,425,891
Total expenses
$1,789,154
Contributions and grants received
$0
Grants paid
$1,468,100
Program service revenue
$0
Investment income
$2,425,891
Other revenue
$0
Total assets, end of year
$34,595,277
Total liabilities, end of year
$10,659
Net assets or fund balances, end of year
$34,584,618
Program services expenses (Part IX)
$1,468,100
Management and general expenses
$321,054
Fundraising expenses
$0
Program service expenses (Part III)
$1,468,100

Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $400,009 · excluded $400,009

  • 7a · Gross sales of assets other than inventory

    securities $5,776,537

  • 7b · Less cost or other basis and sales expenses

    securities $3,750,655

  • 7c · Gain or loss

    securities $2,025,882

  • 7d · Net gain or loss

    total $2,025,882 · excluded $2,025,882

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,408,100 · program services $1,408,100

  • 2 · Grants to domestic individuals

    total $60,000 · program services $60,000

  • 5 · Compensation of officers, directors and key employees

    total $48,850 · management and general $48,850

  • 11c · Fees: accounting

    total $15,603 · management and general $15,603

  • 11f · Fees: investment management

    total $93,537 · management and general $93,537

  • 11g · Fees: other

    total $1,608 · management and general $1,608

  • 24a · Other expenses: ADMINISTRATIVE FEE

    total $161,456 · management and general $161,456

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $335,888 · end of year $382,836

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $18,299,138 · end of year $16,395,339

  • 12 · Investments: other securities

    beginning of year $14,346,301 · end of year $17,817,102

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $10,659

  • 18 · Grants payable

    beginning of year $34,000 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $32,947,327 · end of year $34,584,618

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

TO OPERATE EXCLUSIVELY FOR EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A SECTION 509(A)(3) SUPPORTING ORGANIZATION OF THE RHODE ISLAND COMMUNITY FOUNDATION.

Activities or mission (Part I)

A SECTION 509 (A)(3) SUPPORTING ORGANIZATION OF THE RHODE ISLAND COMMUNITY FOUNDATION

  • AWARDING GRANTS FOR CHARITABLE PURPOSES.

    Expenses $1,468,100 · Grants $1,468,100

As filed on the 2024 return.

Listed in Part VII

  • Raymond G Leveille

    PRESIDENT

    Total calculated
    $6,250
    From this org
    $6,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Carol Golden Einhorn

    SECRETARY

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Lisa M Carcifero

    DIRECTOR (01/24)

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Carla Martin MD

    DIRECTOR (01/24)

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Patricia Martinez

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Anna Cano Morales

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • John D Muggeridge

    VICE PRESIDENT (AS OF 05/24)

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Robert P Picard

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Deming E Sherman Esq

    TREASURER (AS OF 5/24)

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Kyle Bennett

    DIRECTOR

    Total calculated
    $3,200
    From this org
    $3,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Scott Rabideau

    DIRECTOR

    Total calculated
    $3,200
    From this org
    $3,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Terrance Green

    DIRECTOR (AS OF 04/24)

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Karen G Delponte Esq

    VICE PRESIDENT (THRU 04/24)

    Total calculated
    $800
    From this org
    $800
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE RIF COMMUNITY FOUNDATION CRUT (9)

    T · INVESTMENTS · RI · controlled entity

    Directly controlled by THE RI COMMUNITY FOUNDATION

  • THE RIF COMMUNITY FOUNDATION CLAT (1)

    T · INVESTMENTS · RI · controlled entity

    Directly controlled by THE RI COMMUNITY FOUNDATION

  • THE RIF COMMUNITY FOUNDATION POOLED INCOME FUNDS (8)

    T · INVESTMENTS · RI · controlled entity

    Directly controlled by THE RI COMMUNITY FOUNDATION

  • THE RIF COMMUNITY FOUNDATION CLUT (1)

    T · INVESTMENTS · RI · controlled entity

    Directly controlled by THE RI COMMUNITY FOUNDATION

  • JEWISH FEDERATION FOUNDATION CRAT (1)

    T · INVESTMENTS · RI · controlled entity

    Directly controlled by JEWISH FEDERATION FOUNDATION OF GREATER RI

  • JEWISH FEDERATION FOUNDATION CRUT (1)

    T · INVESTMENTS · RI · controlled entity

    Directly controlled by JEWISH FEDERATION FOUNDATION OF GREATER RI

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202523189349314612

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