x L Form 990-PF Return of Private Foundation or Section 4947(a){1) Nonexempt Charitable Tr ‘Treated as a Private Foundation Nole_The foundation may be able fous ‘copy ofthis return to satsy state reporting requrements 2006 rust Foreatendar year 2006, ortaxyear eying OCT 1, 2006 vandending SEP 30, 2007 creck atin apoyy [J intatretum [J Fatty [J Avended retuin__[_—] adress change Tame ange use eins] Name of foundation a Employer dentiicavon umber abel omermse, [THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 Dit | rr ns FO Sse rt ene ee eet rove |B Totphone number sce ,{@85 THIRD AVENUE 3187 FLOOR __|_(212) 605-5100 ce Spee ty orton, te and Z code JEW YORK, NY 10022 hack ype a ancaton Section 501) exempt prt foundation {J section «847121 nnexemp narabe rst [ota taxable pat foundation i Farmace vabeofalaselsatendofyeat [4 Accounting metiod OKI Gash (—TAccnat (rom Par Ico (3, ne 16) Canerispeats) ms 244, 389, 849 .|(Part coum (must boon cash bass) Instustons JE werrstonsppraonwperang omar PL) > 1 Faragnorgaruaton, cack ere) 2 sencpmaues cass mL) IE orate foundation status was termnated under section S07(DN NA), check here > IF ine foundaton sm 2 69-month termination under section 507(b}1(8), check here D>) (Bee) Raat Revenue Epes, cr Lea a nererat sree ees mera | (gyRevenueand | () (e) Adwsted net Scositg cine Ses nesta Contebutons, gs grants, ete reeewes 217,094, 720. WA cack [__| treet entnaunsis amen 8 10,054,208. STATEMENT 1 7 2 3 ‘ ‘rdends and terest tom secures 422,002. STATEMENT 2 52 Gross rents 1 Neen ocr fos T | | | | | i i 8a neigon orto tom etct ann rotonie | Snecma “T959281468. 0 Sara anes 1 Capa gn et ae ar Pan 2 Revenue |. 8 Net shont-term capta gam | 2 come maicavons |) toss prott or oss) 11 onerneome 3 }r2_Totar agoines 1 through 14 fs ‘conpaneien totes cron, ko (ther empoyeesalanes and wages 15 Pension plans, employee benets 16a Legal tees ' Accounting fees 38,558. 62,225.) o- Total operating and adminstatwe expenses. Add ines 13 rough 23, 128,102. oO. Contributions. its, grants pat 31,280,050. 31,280,050. Total expenses and disbursements ‘Ada wes 24 and 25 31,408,152. 31,280,050. ar SCANNED FEB 1 1 2008 Subtract tine 26 trom line 12 00,572,108. 2 Net investment income oomganve, ens 14,685,540, €_Adqusted net come i reanive ene) N/A |LHA For Pray Act and Paperwork Reduction Att Nol the wstueions s e Form 990-PF (2006) 13a Form 990-9F (2006) _'THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 _Pagez [Peli] Bale Tabesnooan emontin te ie Begnaing ot year End of year (Bart. Balance Sheets cmineivnermrsem” [a Bok abe (by Book awe (c) Far Maret vate 1 Cash=nanctrest-beanng =1, =I. 2 Savmps and temporary cash vestments 10,824.) 7,141. 4,141. 3. Accounts recenable Less bowanee fr doubt accours eee 4 Peagesecewsbe Loss atowance fr door acceuns B 8. Grants reenable 1 Recowabes due rom otces, bsquatied persons 7 nero ste mare > {Less alowance fr doubt accounts le 1 inventors for sae or use | = 9 Prepaw expenses and deterred charges [ 10a investments -US and slate government ebigatons STMT 6 [43,591,963 1 investments - corporat stock 7 € Investments - corporate bonds aE 11 ners bean tauren ae De > recor, trustees, and other Assets 170, 754.| 244,385, 384. 12 Investments - mortgage loans 13. lovestens other 14 Land, buttings, and equipment bass i omsacnon » |15- Onna assets (cescribe _ STATEMENT 7) |__ 325. 325. 325. “Total assets (ote completed by al es 43,603,112.| 244,175,219.| 244,389,849. “Aecounts payable ana aecrved expenses a Grants payable Detered revenue ‘Mortgages and oer notes payable Other abies (deserbe Be DUE TO BROKER ) 23 Total igites (add tes 17 tuouah 22 Foundations tal ollow SFAS 117, check here ro and complete nes 28 through 26 ané tines 30 and 31 24 Unestctes e [25 Temporary restncted = 2 Permanent rstcted Foundations that go nofollow SFAS 117, cheskhere CX] and complet ines 27 tough 31 27. Captal sock, ts! prncplor cunt funds 43,603,111.| 244,175,219. 28 Pari or capt surplus, rand, 9, and equipment fund 0. — 29. Retaned earngs,accumulted come, endowment, of ther funds 0. 30 Tota net asses or und balances 43, 603,111.| 244,175,219.| [Net Assets or Fund Balances 31 Tote tabities an net assets fund oaances 43,603,112. 244,175,219 [Part ii] Analysis of Changes in Net Assets or Fund Balances 7 Toa net assets ound balances at bepinng of year Part, column (a, ne 30 (rmust agcee wah eng-otyearfguee reported on por year’s return) Enter amount om Pat | be 273 Ctner mreases not eluded mine 2 (terns) Pe _ Aslines 1,2, and 3 Decreases not nuded n ine 2(teraze) D> Toll na atsts ound balances at end ot yar (ine 4 minus ine 5)- Pat column () ne 30 43,603,111. 200,572,108. Oo. 244,175,219. o. 244,175,219. Form 990-PF (2006)’ Foumseo-pr (2006) _‘THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 Pages Part {| Canjtal Gains and Losses for Tax on Investment Income ~ (2) Ustand deseo nena) o propery sie gral estat, Wye AeTUTET |) One scared | — (6) One sos story tnek warehouse, or coron sack, 200 Shs MLC CO) prepuce” | “tmovoayyey | tme.eayy) is BE MADOFF_ na P| VARTOUS | VARIOUS as — a - : — (e) Gross sates pce {W Deprcaton stowed (5) Com or ener base (0) Ga ofa) oo eratonabe) Bus exponse a sale (6) ls (ms (0) 21,059,281, 468. [1, 054,872, 141.| 4,409,327. ° . 4 2 Complete ony ores showng gam column (and owned by the Toundaton on FOOTED 1 Gams (60! (n) gan mas cade ces of cl (i co (Du ot ess than 0°) or (nem as of 23169 iy (oeea inant Lass romeat (t) 2. i 7 4,409,327. 2 cantalgeonetnconeo(otcantlon) { ffansgengnpart we ) 2 4,409,327. 2 manera aot ines std acer 285 itgam also enter m Pat he 8, calm (c) he iss) ner Pane 8 N/A [Part V | Qualification Under Section aB40(@] Tor Reduced Tax on Net investment comme (For ontoal use by domeste pale oundatons subject tothe setton 48403 tax on oat vestmentneome ) tt section 4940(6}2) apples, eve hs par bank Waste foundation lable forte Seton 4942 taxon he stebtale mount of any yearin he base peed? Cres CE] no Yee funeaton des nol unt ude econ 490) Donat comple hs prt {Ener he ppropate aout each ohm for ah ye, se mstuebons befor makng ay eres sosepatayens Detebstn avo Calendar yee orian your begining m)_| _Advstd quaking dstobutons | Net value of nonchartable-use assets {cot bended by co! (c)) 2005 ~ us 833, 192. 42,028,774 045045 ia : 60, 350 38,997,625. 034883 2008 36,994,794. 037976 2002 32,816,803. -040287 2001 30,682,314. 041692 2 Total of ine 1,column (4) 2| 1199883 3} Average dstton ro forthe Sea base pend nde he tla on ke 2b 5, by the number of eas ‘the foundation has been in existence rt less than $ years, 039977 4 Enter tne net value of nonchantable-use assets tor 2006 tram Part X. line 5 4 49,571,001. 5 Munply ine 4by ne 3 s|__1,981,700. 8 Enter 1% of net mvestment income (1% of Part |, ne 27b) 6 148,855. 7 Add nes 5 and 6 1 2,130,555. 8 Enter qualifying distributions trom Part Xi, ne 4 8 31,280,050. Nhe 8 equalto ox greater than ine 7, check the boxin Pat VI tne Th, and complete tat gat using a 1% tx ae Sen the Part Visstucions wanrer 20.0? Form 990-PF (2008)Foim360-9¢ (2006) ___'THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 rages [Part Vi] Exqise Tax Based on Investment income (Section 4840(a), 4940(0), 4940(@), or 4948 - see instructions) “a Ex ptaingouncaonscascrbedm secon 4840(0¥2), hack ere PL] an ener"WATon he 1 Date trig ter “(aac apy of utg tetera neeseary 88 mstuetione) 2 Domes tundstons iat mete secon 440(e)requrements mPa, check nee CK] ag ener 1% 1 148,855. ot Part, ine 27> € Altner mest foundations eter 2% of ne 27 Exempt foregn opanaatos ene 4% of Pat, ne 12,0 (0) 2 Tarunder secon 511 (domes secon 4347(a(1) sts and taxable foundations ony Others ete) 2 o. 3 Roses 13982 Ca 148, 855 4 Sune come tx (ames secon 447/21) sts and table founcaons ony Others enter) of ° 9. Taxbased on ivesmet income Subtctine om ie 2 zr rss eter -0- Cs 148,855. © castsPaymens 22005 estate payments an 205 overpayment rete 2006, oa 60,000, 0 Exempt org eganzatns- tax welt source rn « Tox pnt win aplestn fr extension of et te (Foun 8868) Se 4 Backup wannoting evoneousy wane se 1 Totateests a payments Ad ines 6 through 68 1 60,000. 8 emer any pena or underpayment ot exterate tx Cec ere CX Form 22201 tached 3 41 Taxdue Mtetoattnes Sand 8 moetan ine 7, ene amount owed > 88, 855. 10 Overpayment stine 7 mae man ett of nes Sand, et the amount overpaid » 14 Earth amount ome 1010 be Cees 1 2007 estima tx > olnded > [Part Vil-A | Statements Regarding Activities 8 Dur he x yr, Othe fundationatempt to fuence any nara se, lal pSton oF paopaeor arene Yes] No any poles! campagn? a] [x 0 pane more man $100 dun he ea (ene cet or mac) for ola purposes (see nstucons for denon)? wf} _[x Ine ansieris "Yes" f0 140 1D atch a detailed desenotion of he activites and copies of any matenals pubhshed or disnbuted by the foundation connection vith the actos «on ne onan Ferm 1120-701 forte yor? 4 Entre amount (any) fx on poe expeatures secon 4955) poses cum he ear (0) Ontmereunsabon eS __ (.@) Onfundaton managers ‘@ Enter the relmdursement (it any) paid by the foundation during the year for political expenditure tax imposed on foundation managers S__ _0 2: Wen toundaton gaged may aces tat nv ot remot Dee potatoe RS? 11 °¥es-atach a etaed descapton of the sctes 21 Haste foundation made any anges, not previously repre tthe RS ns governing struments of neorporatin, of byl, other sir nstumens? if Yes, “attach a conformed copy of he changes 0 te fundston ave unas busness rose incore $1,000 more ng he ye? en het a te tun on Form 90° forth year? N/a 5 Washers beuson,tamaaton, dou, or subtataconteton dung te yea? 1F°¥ex" attach the tatrent equred by Genera isinvcton T. 65 arene eguremants of kcton SOB (bg to setons 434 rough 448) sas ether ‘ 2yanguage mine govermag netomat of ‘2 saa plan matenectnly amends he overingnstumet stato maneoy retons that cont wih he sate ‘aman ne govenng stent? 7st taunaaton nave set $5000 assets at any te dg the year? 11 "¥es,* complete Pat I co!) and Part XV 4 Ertl the sae owen te fundaton reports or wth when ts regestere ee mstuctons) PE NY » tne answer Yer ona 7, hash fondaton neha a ony of Form 0-7 othe Ay Genero dat) >< of each sale a required by General Instruction G? if "No," attach explanation | x the foundation ckrmng status 28a prvateoperstng foundation within the meaning ot section 4942()(3) or 4942(N5) fr ealendar year 2006 or the taxable year begmning in 2006 (se mstuctons for Pat XIV)? "Yes," complete Part XIV 9 x 110 0a any persons bacome substan cont buts duting the 12x Yea? ves anna cts rig ha aes and acess 10 x Form 990-PF (2006)Form 990-PF(2008)_—‘THE BETTY & NORMAN F LEVY FOUNDATION INC 132553674 __Pa0es [Part Vil-A | Statements Regarding Activities Connnves __ ‘1a Alany ye dung the yea, ds te foundation, dey or avec, wna controled ently witvn the meaning of secton $12(0)¥3)? 11-Yes attach seheaule (see structions) b t"¥es" di the foundation have 3 bncing wren contrat melt on August 17,2006, coveng te intrest, ents, royates, nd ‘annus described nthe attachment or ing 1127 N/A 12 ig te foundation acquire a cect or noc terest m any appeablensurance contact? 13a the foundation comply with the publ mspection requrerents forts annual returns and exemption appicaton? Weo ste agaress NONE _ 44 The books aeincareot ® FRANCIS LEVY Telephone wo (212 ma x 10 12 x 3X )605-5100 Locatesat » 885 THIRD AVENUE 31ST FLOOR, NEW YORK, NY UPe4 P10022 15. Secon 4547()) nonwemp cara ts in aim 950° nu tFarm O41 =Car ae and enter the amount of tax-exempt interest recewed or accrued during the year mi is} [Part VILB | Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the *Yes* column, unless an exception applies. ‘1 unig the yes i he foundstion ether aety or nda) 11) Engage in ne sale or exchange. oF leasing of property with a drsqualied person? Cores CX] wo (2) Borrow money trom, end money to, o othermse extend credo (or accep rom) 2 otsquatties person? Coves HX no (8) Fuimish goods, services, or tacities to (or accept them from) a dtsqualtied person? Cores (2X1 no (8) Pay compensation to, or pay or reimburse the expenses of, drsqualiies person? Co ves 2X wo (6) Teanser any ncome or assets toa esqualted person (or make any of ether avaliable tor the benefit or use of a disqualiied person}? Cre (6) Agree to pay money or property to 8 government of (Exception Check No" ithe foundation aged to make grant to orto employ the ofa fora pend ater termination of government service, terminating within 90 days } Cre bv tany answer Yes"total1}16) dd any ofthe acs fa to qualy under the exceptions described n Regulations section 53 4941(-3 orm a current note regarding aster assistance (seepage 22 ofthe structions)? [Yes] No Crganaations celying ona current notice reparding disaster assistance check here € Did the foundation angage in a prar yearn any ofthe acs descnbed in ta, other than excepted acts, that were not conected before the fst day ofthe tax year begining m 20067 2 Taxes on failure to distnbute come (section 4842) (daes not apply for years the foundation was 2 prvate operating foundation Gefined in section 4942()(3) oF 4942()5)) 2 Ai the end of tax year 2006, d the foundation have any undistnbuted income (ines 6d and Ge, Part XIl) forex year(s) begining betore 20067 (Tres (2) mo Vest the years Pe _ 1 Ave there any yeas sted m 2a for which the foundation 6 nol appiyng the provisions of section 4842(a)(2) (relating to mcorrect valuation of assets) to the year's undistributed mcome? (H applying section 4942(a)(2) to al years hited, answer "No" and attach statement see instructions ) N/A € ifthe provsions of section 4942(a)(2) are emg applied to any ofthe years bsted in 2a, tthe years here > : ‘38 01d the foundation old more than a 2% director méirect interest n any business enterprise at any ume ‘dunng the year? (Cres (X0 no bb 11°¥e5, dt have excess business holdings an 2006 as a result of (1) any purchase by he foundation or disqualified persons after ‘May 26, 1969, (2) the lapse ofthe S-year period (0 longer penod approved by the Commissioner under section 4843(c)(7) to spose ‘of hotangs acquved by git or bequest, or (3) the apse ofthe 10>, 15 1 20-year ist phase hoking period? (Use Schedule C, Form 4720, to determine i the foundation had excess business holings in 2006) N/A 4 Dis tne foundation vest dunng the year any amount na manner that would jeopardize ts chantable purposes? 'b Did tne foundation make any investment ina poi year (Dut ater December 31, 1969) that could woparde ts chartable purpose that had nol been removed trom eoparsy before the frst day of the tax year beginning in 20067 2 2 x a x Form 990-PF (2006)THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 pane [Part ViLB [Statements Regarding Activities for Which Form 4720 May Be Required Contnvea _ Sa um he age tun ayo cu ay aunt (1) Ciry on propaganda or otherase attempt to mfluencelegsaton (secon 4945())? CO ves CX1 wo (2) late he sere any spt pb acne sco 455), 01 cay Seay one, any vole mgstaton dn? ves £0 wo (2) Prove a gato an neuf: Yavel uy. ov mest purpoces? Cives OX) wo (6) Prowse gto an oganaon cer an cata, teagan ceca scion Safa) 2.08}, osc B46,2)? Cove Xn (8) Prowde or any prose te a ioe, carl, sane, era, or eden upeses, ofr the prreton oer ee or na? Cves Xl no b tan anser sso a )) di any ote neocon a uty unde te xeptonsdscnbed Regubons ‘Section 53 4945 orm a current notice regarding disaster assistance (see instructions)? N/A | 50 Organnation rag on 2 curtent notice regarding csaster assistance check here oO ¢ the answer's "et quston 6), dos the undabon cm exponen ex ease matanes ‘expendaure responsibilty for the grant? N/A Co ves no I1"¥es" toch he statement que by Regulations section 53 4845-5) 62 on onan, Surg ne ere any ins, ety nae, py rune ob 2 personal aettcotac? Cre Hm bide ountatn, ing tet, py emus, ety er naacty 09 prensa conte? w| |x Inyeu ananored "Yost 6b, lo he Form 2870. 2 Atay tne dng tc ey, a fndaton 3 pay o 3 prone ax sete ansacion? re Ene 1b Ityes, did the foundation recemve any proceeds or have any net income attributable to the transaction? n/A_|w (Pact vit_] vit {ptormation. About Officers, cae eae Trustees, Foundation Managers, Highly 1b) te and age I Competes | Toaemanas | 1a eens ee PRES/DIRECTOR NEW YORK, NY 10003 — 0.00 0 JEANNE LEVY CHURCH -P./DIRECTOR| 1030 SPRUCE DRIVE ANN ARBOR, MI 48104 0.00 ° 0. HALLIE D COHEN ISECTY/TREASURER 34 GRAMERCY PARI NEW YORK, NY 100 0.00 o 0. Compensation of five highest-paid employees [other than those included on ine 9). none, enter NONE (0 ie and aer92 Gixear lame and ars of ach employe pat mor than Guster week | fe) Compensation | ™areeere {o) Nam an aarss ot ach employee pad more than $50,000 Se eitetin [le Comsensaon | ke Total number of other emaloyees pad over $50.000 a Form 990-PF (2006)Form 990-PF (2006) THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 Page 7 Information About Officers, Directors, Trustees, Foundation Managers, Highly Part Vit] BAeiEmwlovecs, and Contactors corns oi rdoperidontcorracor fo professional seve penn eve NORE (a Ramead ares ach peso dre tan 50000 ieee eanpnssion “etal namber of ober cong over S000 for protesponalsewexs a a Part IX-A] Summary of Direct Charitable Activities _ Lust the foundation’ fou gest ect chartableactwtes dunng te tx year Include relevant statistical information such s the umber of oganatons and oiter Dentures served, conferences convened seach papes produced, te Exposes ——__N/A - _ [Part XB] Summary of ments ae ase the wo argest pragrar-eltes vestments mace by the founsation cung te fax year on hes Vand 2 Tat N/A Bo Total. Addines 1 through 3 > oO. Form 990-PF (2006)Form 990-pF (2006) __‘THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 Pages [Part X"] Minimum investment Return as domeste foundations must complete this part Foran foundations, see structions) 1 Fair marie value of assets not used (or held for vse) dec mearyng ou charabl, ec, purposes a Average monthly taut market value of secunves ta 50,286,227. 'b Average of monthly cash balances tb 39,662. € For maria oe assets 1 1 Tota (ado nes 12,0, and.) a0 | 50,325, 889- & Reducen ced Woctagt rae aos poe on ne 12 and 1e (atch dette expanaton) li 2 fowuston mde appa tle tases 2 o. 3) Subtract hne 2 from tine 16 3 50,325,889. 4 Cash deemed held tor chartable actwities Enter 1 1/2% of hne 3 (for greater amount, see structions) 4 754,888. 5 Net value of noncharviable-use assets. Subtract line 4 from lime 3 Enter here and on Part V, line 4 5 49,571,001. 5 __Minimum investment retuin_Enter $% of tine S_ 6 2,478,550. Distributable Amount (so sacions) Scion 4¥20) ad INE ple peng andor nd en (Par Ri) pirennascosneaen 6: [Si smbenscapse nace io 1 inva ester et om an ne 2,478,550. 2a tov onmestnent come 208 ram Par Ve 5 | | coe 2005 Ms ps note tee om a VI) 2 hades 20020 148,855. {3 Ostibuabe amount tor asustments Subiact be 2 rom ine 2,329,695. 44 Recovenes of amounts tate as qultyng dstnbutons rn 3 Add ies 3and 4 3 5 Deduction trom dstabutabe amount see nstuctons} 6 7_Distbutate amount ss adsted Subtactine 6 ram ine § Ener her ane on Par Xi, ne 1 z 2,329,695. [Part Xi] Qualifying Distributions sce nstuctons) {Amounts pad (cling adrinstraive expenses) to accomolsh charlabl, le purposes 2 Expenses cantautons, gts, te ttl tom Pa |, eon (8), ne 28 wa| 31,280,050. © Programa vestments oa om Pa 8 1 Oe 2 Amounts pad to acaune asses used (orhed for us) dectym caring out chartabe ec. purposes 2 {3 Amounts seas for spe chartable procs tat sats the 2 Sutabity test onor IRS approval eared) 3 Cash distnbuton test (attach the eaured schedule) 3b 4 Qualiying isbutions Adame te through 3b Ener er and on Pa V, ne 8 and Par XI be & 4 31,280,050. Foundations that quality under section 440() forthe edued rat of ax on net mvestmert income Ene 1% of Pat |, ne 270 5 148,855. & Aowustee quaiving dstnbutions Subtactine Som tine & 6 31,131,195. Note The amount an le & wil be used in Part V, column (), In subsequent years when calculating whether the foundation qualiies forthe section 4940(e) reduction of tax in those years Form 990-PF (2006)Fur 990-PF (2006) THE BETTY & NORMAN [Pat Xi] Undistributed income (see nstructions) F_LEVY FOUNDATION INC 13-2553674 paged 1 Distebutable amount fr 2006 rom Part Xt ne? @ Loo o, Yeats prot 2005, © @, 2005; 2006 2,329,695. 2 unt «Emer amount or 2005 only 1,217,973, 1 Total for pnor years ‘3, Excess distibutions carryover, any, to 2006 From2001 ‘From 2002 From 2008, ‘From 2008 From 2005, 1 Total of nes 32 trough e © uaityngeistntuons fr 2008 rom Pat xiline ¢ ®§_31, 280,050. ‘Apples to 2005, but not more tan ine 23 Apples to undistnouted come of oor years (Econ required - see structions) «Treated as cstnbutons out of corpus (Electonrequred -a¢ mstuctons) «Apple to 2006 distbutabe amount 2,329,695. Remaining amount dstbvted ot of comus 5. bets dnouora canoe apes 206 Enter the net tota of eathcoluma as ‘mateaes below 27,732,382. ‘Per years undistbued ncome Subtract ne 4b rom ane 20 ‘Ente the amount of poor years ‘undistributed income for which a notice of Getcency nas been sued. or on which the section 4342() tax hasbeen pramously assessed {4 Subtract tne Be trom ine 60 Taxable amount - see instructors ‘Unaitabutes income for 2008 Subtract hne ‘4a tiom ing 2a Taxable amount see ste 1 Undstnbutes income for 2006 Subtract lings 46 and § trom hoe + Ths amount must be dstnbuted m 2007 7 Amounts rated as astrbutons out ot corpus to satsty requrements posed by section 170(0}(}(€) oF 4942(9(2) 8 Excess aistnbutionscaryovr trom 2001 ‘not appted on ine Sor ke 7 9. Excess distnbutionsearyover to 2007 ‘Subtract nes 7 ane 8 rom 27,732,382. 10 Analysis of tne 8 ‘a€xoess frm 2002 bexoe55 from 2003 :€xo28s from 2004 {4 €xo955 for 2005 e€xoess trom 2006 27,732; 3) Form 990-PF (2006)Foums60-rF (2006) _THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 Paget {Part xiv | Private Operating Foundat imstivctions and Part VIFA, question 9) N7A 1a ithe foundation ras ecened a wing or determination fete hats a prvate operating ‘ounston, ac the ung 1s ict for 006, ne the dato the ring >» 3 heck box toate wheter the foundation a pate operating foundation described msacton [1 49423) or (J 42468) 2 a Enter tne wsserot te adste net Taxyear Poor yes income rm Pro the mmm 12} 2006 zs (e) 2008 aa {oy Tat investment return trom Pact X for each yaristed 2 85% oftie 23 € Cualfyngdstibutons trom Pat, tne 4 for each year sted 4 Amounts cluded i ine 2c aot used duet for acve conduct of exempt aces © Quatiyng dstbutons mace aecty {or active conduct of exempt acts Sublet ie 26 fom ine 2¢ Compute 3a, 8. orc forthe stemative est eed upon a “asses” ternative st (1) Vawe of atassets (2) Vawe ot asets qualtyng undr section 49¢2(3K8)0) “Endowment aternatwe test -anter 2S of minmum investment turn ‘snowan Pat X, tbe 6 or each yoar ited « “Support aternatwe test - enter | (1) Tota support other than gross Investment come (ters. Ahaends, ents, payments On | Secures loans (section 512(a)5). oF yates) (2) Suppo tom general pubue arab meer brganastons 2s stoned m Sezoan 434203480) (8) Largest amount of p90 tom an exempt omanzaton (2) Gooss mvestnent come Bart XV_] Supplementary information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year-see page 28 of the instructions.) 1” Information Regarding Foundation Managers: 4 Lst any maragrs fhe foundition wh have cortbuted more than 2% ofthe ttl eontnbutons recewed by th foundation before the os of any tx Year (ony they Mave contraued te than $5.00) (See secon SO7G(2)), NONE _ = - — a 1 List any anapas ane foundation whe own 1% rave ofthe tock oa corporation (ora eal ge parton ote ownership ofapatrersip or ‘her ety) fw he foundation Ras 310% or gretrmlrest NONE ae z 2 Information Regarding Contribution, Grant, Gi, Loon, Scholarship, ete, Pro ‘cack ere P [XI ine furaston ony mats conrtutons opeseeted crake organzatons and dos na accept unsold reutt for und the fundston makes gs, grat, (se stuctons) to maw or aranuatons under fer conditions, comple tems 2a.0.c, anda 1 Tha name, rss, and elephone numberof te person fo whom applets shoul be addressed er 'b The forma which applications should be submitted and information and materals they should nclode Any Submission deadines| {Any restnctions or imtations on awards, such as by geopraphical areas, chartable fei, knds of mshtutions, or other factors Rerorme Foim 990-PF (2008)Form 990-7F(2006) ___' THE BETTY & NORMAN F LEVY FOUNDATION INC. 13-25. [Part XV] Supplementary Information (continues) 53674 Paget 3. Grants and Contributions Paid During the Year or Approved for Future Payment moo cermanatt | ream | memgaeet™ | saa Teowsasomsomoroanes) | gnutgrarats, | awe | 1 Pod aime eo | SEE STATEMENT 8 Tota! ® 3a | 31280050. pend epee NoNE | Tota! ~ ~ > O. ames som BBO PF osfoim50-0F 2006) __'THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 payee [PactXVEA] « Anatysis of income-Producing Activities Base 7 Cy Retted or expt Amount function income Enter gross amounts u @ sudiness 1 Program serace venue cove penal 1 Fees and conracs from government agencies Membership dues and assessments Interest on savings an trmporary cash vestments Dndends and terest trom secures == Net rental com oy (ss) rom ra estate 2 Debitnanced property : ie : Not dei-tancee propery _ Net rental mcome or (oss) tom personal property Other savestment neome Gan oF (oss from sls ofasets ater than inventory Netincome or ass trom special events 10 Gross prt or (oss rom sales of ventory - - | 11 Other reverue 14|_10, 054,208. 14] 422,002. Tal 3 4,409,327. 12 Subtotal Add ctuons (), (0), and fe) oO. 10,476,213.| 4,409,327. 48 Total Add ine 12, columns (0, (8). and fe) 13___14, 885,540. (See worksheet in ine 13 nstretons to very calelons } Part XVI-B]| Relationship of Activities to the Accomplishment of Exempt Purposes: Line No | Exam below now each act Tor which come reported cluma(e of Par VFA contbutea unpartanty to the accompshment of "Y | _ tmetoundaton’s exempt purpotes (tne than by proving funds for such purposes) Form 990-PF (2006)fomsoo-rr 2006) __'THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 pasa Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations - 1 Bethe oranaaton det or macy nga may oh folwng wih any oar ran diced sion SOT) a Yes] the Coe teran stan SO) ranean) on ston 527, resin pees organzatons? 4 Troster ereporing loundaten to oncortade exept rganaten ot (1) ash (2) Ohersseets 2 onertansctons (1) Sales fet tos nonearabeexmp organisation (2) Purense of aes rom nonkatabi exp ogenason (8) Rental ot acts, aumento ater assts (4) eenursmet arangemants (8) Loans onean sates (8) Peoeanceo sews or members onda seetabons rv) Shang otc, gupment, lings oer 336, oF a employees Lae | {tne answer tay ofthe above ses aml te oowngscecie Con (2) shoud ay how term ae ene goods, ote ass, or sees gen eartig funda he oundton coed essa tx markt aim any Yansaction shang arangement showin i (he ao the goss ss or eves ened Gree | _(O) Amount avolved (c) Name of nonchardabie empl owganation (i) oescpncn oot teeesion tnd rang ogee N/A iF Fab ‘2a ie the foundation dveclly or ndvecti alate wi, or laed fo, ove or mor taxaxemplorganuatons described sm section 501(c) of the Code (other than section 501(c)(3)) orm section 5277 ves EX} no b_1¥es" compete the tolowng schedule (a) Name of organzation (Type of orpanaation [ey Descrwiion af eats N/A. sesso mons ova iA aR Renews a fbx eee pre Lp ‘afer [Boer » CA PITT) ZERICSBERG, WOLF ’6 CO, BE a 490 PARK AVENUE SOUTH yore otc 7 NEW YORK, N.Y. 10016 Phoneno (212) 685-7215 Form 990-PF (2006)Schedule B Schedule of Contributors eee meson Supplementary Information for 2006 epee hn asin line 1 of Form 990, 990-E2, and 990-PF (see instructions) Name of organization ‘Employer idenification number THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 ‘Organization type(check one) Fiters of Section: Form 990 or 990-E2, CT) sory (enter number) organization 4947(a)1) nonexempt chartable trust not treated asa prvate foundation 527 poltial organization Form 990-PF 501(€18) exempt private foundation 4947(20) nonexempt che table trust treated as a prvate foundation ee) eee 501/69) taxable pnvate foundation ‘Check i your organization is covered by the General Rule or a Special Rule. (Note: Only a section 501(6K7),@), or (10) organization can check boxes {or both the General Rule and a Special Rule-see instructions) Genera! Rule [1 For organizations fling Form 990, 990-E2. or 990-PF that rec Contributor (Complete Parts and Il) ved, curing the year, $5,000 or more (m money oF property from any one Special Rules (71 Fora section 501/63) organreaton fing Form 990, or Form 980-EZ, that met the 33 1/3% support test of the regulations under ‘sections 09(a\.1)/170{})AYv, and recewed from any one contnbutor. dunng the year, a contribution ofthe greater ef $5,000 oF 2% ‘of the amount online 1 ofthese forms (Complete Parts | and I) [Fora section 501(¢K7), (8) F (10) organization fling Form 990, o Form 990-82, that recewed from any one contributor, during the year, aggregate contnbuttons or bequests of more than $1,000 for use exciswely for religious, chantable, scientific, Merary, or educational purposes, or the prevention of crusty to children or animals. (Complete Pars I I, and i) [2 Fora section 501(6K71, (8), 0 (10) organization fling Form 990, or Form 990-6, that recewed from any one contributor, dung the year, some contnbutions for use exclusively for rekgious, chartable. etc , purposes, but these contnbuttons aid not aggregate to more than {51,000 (this box e checked, enter here the total contnbuttons that were recewed dunng the year for an exclusively religous, chattable, ee., purpose Do:not complete any of the Parts unless the General Rule apples to this organization because f recewed nonexcluswvely religious, chantabla, atc, contributions of $5,000 or more dunng the year) ms ‘Caution: Organizations tha are not covered by the General Rule andlor the Special Rules do not fle Schedule & (Form 990, 990-EZ, or 90-PF), but they must check the box nthe heading of ther Form 990, Form 990:E2, or on ine 2 of ther Form 990-PF, to certy that they do not meet the ing requirements of Schedule B (Form 990, 990-E2, oF 990-PF) THA For Paperwork Reduction Act Notice, see the Instructions, ‘ened for Form 990, Form 990-£2, and Form 990-PF. eB (Form 990, 90-2, o 880-PF) (2006)Seno 0 om 99,500 £2 20-99 O08, Name of organization THE BETTY & NORMAN F LEVY FOUNDATION INC Pume Let 1 sires Employer lentiiation umber 13-2553674 Part} Contributors (See Spectic Instructions) Cy eo .«@ @ Ne. _ Name, address, and ZIP + 4 Aggregate contributions _| Type of contribution CHARITABLE LEAD ANNUITY TRUST UWO LEV Person [XJ Payron — [_] C/O 885 THIRD AVENUE SUITE 3180 $_217,094,720. | Noneasn [) NEW YORK, NY 10022 (Complete Part iif tnare Is anoncash contrbution) ® @ @ @ No. Name, address, and ZIP +4 | Aggregate contributions _| Type of contribution = Person] Payot] __ s Noneesn [=] (Complate Part iif there Isa noneash contnbution) e WSdross, and ZIP + 4 @ Aggregate contributions | Type of contribution Person = [_] Peyrot §— [_] Noneash [—] (Complete Part ii there Ise noncash contnoution) Cy No. @ @ ‘Aggregate contributions | Type of contribution Person = [_] Poyrot! = [_) Noneash [J (Complete Part Is there 's a noncash contribution) @ @ Aggregate contributions | Type of contribution Person = [_] Payrot §= [_] Noneash [—) (Complete Pat there ‘ea noncash contribution) @) © No. Name, eddress, and ZIP + 4 @ @ ‘Aggregate contributions | Type of contribution Person [_] Poyrott Noneash [—] (Complete Part It there 'Banoncash contribution) 3 (Far 990, B0-EZ, oF 9B0-PF) 2006)“THE ‘BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 FORM 990-PF ‘ INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 1 SOURCE BL MADOFF - US TREASURY JPM CHASE CHECKING JPM CHASE MONEY MARKET THE CHARITABLE LEAD ANNUITY TRUST UWO NORMAN F LEVY TOTAL TO FORM 990-PF, PART I, LINE 3, COLUMN A AMOUNT 1,227,255. 2,146. 612. 8,824,195. 10,054,208. FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 2 CAPITAL GAINS COLUMN (A) SOURCE GROSS AMOUNT DIVIDENDS AMOUNT BL MADOFF 422,002. 422,002. TOTAL TO FM 990-PF, PART I, LN 4 422,002. 422,002. FORM 990-PF OTHER INCOME STATEMENT 3 (a) (B) (c) REVENUE NET INVEST- ADJUSTED DESCRIPTION PER BOOKS © MENT INCOME NET INCOME MISCELLANEOUS INCOME 3 3. TOTAL TO FORM 990-PF, PART I, LINE 11 3. FORM 990-PF ‘TAXES STATEMENT 4 (A) (B) (Cc) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME —§ PURPOSES NYS DEPARTMENT OF LAW 750. oO. oO. FEDERAL EXISE TAX 37,808. 0. oO. TO FORM 990-PF, PG 1, LN 18 38,558 STATEMENT(S) 1, 2, 3, 4‘THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 FORM 990-PF OTHER EXPENSES STATEMENT 5 (ay 3) (cy (py EXPENSES NET INVEST- ADJUSTED CHARTTABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES PROFESSIONAL FEES 61,286. 0. 0. INSURANCE 643. on 0. MESSENGER 296. os 0: TO FORM 990-PF, PG 1, LN 23 62,225. oO. oO. FORM 990-PF U.S. AND STATE/CITY GOVERNMENT OBLIGATIONS STATEMENT 6 U.S. OTHER FAIR MARKET DESCRIPTION Gov’T GOV'T BOOK VALUE VALUE FIDELITY SPARTAN UST x 86,287. 86,287. US TREASURY BILLS x 244,084,467. 244,299,097. TOTAL U.S. GOVERNMENT OBLIGATIONS 244,170,754. 244,385,384. TOTAL STATE AND MUNICIPAL GOVERNMENT OBLIGATIONS TOTAL TO FORM 990-PF, PART II, LINE 10A 244,170,754. 244,385,384. FORM 990-PF OTHER ASSETS STATEMENT 7 FAIR MARKET DESCRIPTION BOOK VALUE VALUE ORGANIZATIONAL EXPENSE 325. 325. TOTAL TO FORM 990-PF, PART II, LINE 15 325. 325. STATEMENT(S) 5, 6, 7‘THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 FORM 990-PF GRANTS AND CONTRIBUTIONS STATEMENT 8 PAID DURING THE YEAR RECIPIENT RELATIONSHIP RECIPIENT RECIPIENT NAME AND ADDRESS AND PURPOSE OF GRANT STATUS AMOUNT LINCOLN CENTER THEATRE NONE PUBLIC 100,000. 150 WEST 65TH STREET, NEW YORK, GENERAL SUPPORT y¥ 10023 AMERICAN COMMITTEE FOR THE NONE PUBLIC NEITZMAN INSTITUTE OF SCIENCE 25,000. 633 THIRD AVENUE, NEW YORK, NY | GENERAL SUPPORT 10017 ANN ARBOR AREA COMMUNITY NONE PUBLIC FOUNDATION 15,000. 301 NORTH MAIN STREET, ANN ARBOR, GENERAL SUPPORT MI 48104 FORWARD FACE NONE PUBLIC 10,000. 317 EAST 34TH STREET, NEW YORK, GENERAL SUPPORT vy 10016 MULTIPLE SCLEROSIS SOCIETY NONE PUBLIC 1,000. 246 MONMOUTH ROAD, OAKHURST, NJ MULTIPLE SCLEROSIS SUPPORT PROGRAMS 27755 THE GIFT OF LIFE BONE MARROW NONE PUBLIC FOUNDATION 100,000. 7700 CONGRESS AVENUE, SUITE 2201, GENERAL SUPPORT 30CA RATON, FL 334487 THE ALS ASSOCIATION NONE PUBLIC 5,000. 162 WEST 56TH STREET, NEW YORK, GENERAL SUPPORT FOR RESEARCH y¥ 10019 PROGRAMS THE CHILDRENS CHARITY NONE PUBLIC 1,000. 350 FIFTH AVENUE SUITE 1234, NEW YORK, NY 10118 PROGRAMS FOR DISABLED CHILDREN STATEMENT(S) 8‘THE “BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 THE PHILOCTETES CENTER NONE PUBLIC 950,000. 247 EAST 82ND STREET, NEW YORK, PUBLIC AWARENESS THROUGH NY 10028 PROGRAMMING THE STARLIGHT FOUNDATION NONE PUBLIC 25,000. 1560 BROADWAY SUITE 600, NEW PROGRAM SUPPORT FOR SERIOUSLY ILL YORK, NY 10036 CHILDREN, UJA FEDERATION NONE PUBLIC 100,000. 130 EAST 59TH STREET, NEW YORK, COMMUNITY SUPPORT SERVICES Ny 10022 THE JEHT FOUNDATION NONE PUBLIC 29943050. 120 WOOSTER STREET, NEW YORK, NY GENERAL SUPPORT 10012 MUSEUM OF JEWISH HERITAGE NONE PUBLIC 5,000. 36 BATTERY PLACE, NEW YORK, NY EDUCATION AND COMMEMORATION OF 10280 JEWISH AND HOLOCAUST HISTORY THE WRITERS ROOM NONE PUBLIC 5,000. 740 BROADWAY, NEW YORK, NY 10003 GENERAL SUPPORT REFUND FROM PRIOR YEARS NONE CONTRIBUTION TO THE READ WITH KIDS INC. 5,000. TOTAL TO FORM 990-PF, PART XV, LINE 3A 31,280,050 STATEMENT(S) 8Form 2220 Underpayment of Estimated Tax by Corporations Deparment of ew Tau, > See separate instructions. ‘eternal avenue Service > astch othe corporation’ tx ern, FORM _990-PF 2006 ime Employer eitzaton nar THE BETTY & NORMAN F LEVY FOUNDATION INC 13-255 3674 Note General, te corporation not required fo fe Form 2220 (See Pat below fr exceptions) because the IS wi igure any penalty owed and bl the corporation However, the corporaion may situs Form 2220 to gure tbe penay Is, ene the amount om page 2, bne 34 onthe estimate tax Benaly ine of he corporation's mcome tax return, but do nt attach Frm 2220 [arti] Required Annual Payment _ 1 Total tax (see instructions) - 148,855. 2 Personal noting company tox Schedule PH (Form 1120, tne 25) ned on te 1 a D Look-back nets mused on ne under sezton 460/02 fr compete lng antl oro schon 1679) desrecaon under he meas oecast tod 2 «Gre for Feder tax pat ones 568 mstructons) Lz | {Taal Adina 2 trough 2c 2 8 Subiact ine 20 tom ie + the eu ses than $50, do nat complet ore ths form Th corporation ‘does not owe the penalty 3 148,855. 4 Ene the tax shown onthe corporations 2005 meom tox eum (sessions) Caution ite tx 1 20r9 forthe tax year was fot less then 12 months, skip this tine and enter the amount trom line online 5 Lal 57,808 $5 Reguted annual paymeot Ener the smaller of ne 3 or ne & Hh corporation request hp ne 4 tafe the sour om tne 3 5 57,808. [Part it} Reasons for Filing - creck ne boxe btw Wat apply Wany bones are checked, fe crparaon mus fe For 20 even fi doesnot one a peat (08 nstructions) _ 6 [J The comoration s using the adjusted seasonal mstabment method 7 £2) te compraton using te annualaed come instant matted a_[K1_ me coipraton 3 are corporaariqunng ts st equed ustannert we (Part it [Figuring the Underpayment a mn © @ 2 Instn ue ates Eo cous) ovo {aint nanan an mon tthe | corporations ayes! a| 02/15/07 | 03/15/07 | 06/15/07 | 09/15/07 10. Requred instalments the box on te 6 andor tne 7 above 1 chucked, ents the amounts om Sh he 38. the box on tne 8 out 01 ot 7s checked, se structions forth amount to eter inane of tase bores ar checked, enter 25% of he 5 above each col Spec ules 260410 corporations with assets of $1 bition or more (see mstr) | 10. 23,447.| 6,627.) 9,805. 1+ Estimates ax ao created for eaen pend (cee instations) Fo etn) ony. eer he amount ‘trom ine 11 on ine 15, W 22,192.) 7,808.| 15,000. 15,000. Compete ines ¥2 trough 16 ot one column betore song tothe net column 412 Enter amount, any om ne 18 ofthe preceding column [12 22,192. 6,553. 14,926. 13 Ac tines 19 and 12 13 30,000./ 21,553. 29,926. 14 Aad amounts on nes 16 2n6 17 the preceang column [18 7 418. Subtract ime 14 trom hoe 13H zero or ess, enter -0- 6 22,192. 30,000.) 21,553. 25,926. 16 ftheamount on ine 151 eo, bit ne 13 om he 14 Otherwise, enter-0- 6 ___0, o 417 Underpayment ite 15 1 es than or equalto tne 10, surat ne 15 rom ine 10 Then ge tone 12 the net calunn Others goto line 18 ” 18 Overpayment ithe 10 ss han ne 15, stat a 10 from hie 15 Then go to line 12 of the next column 318 22,192.) 6,553.| 14,926.) Goto Par onpage 21a igre me penal Oona goo Par W hee aren ens on ne 17-na penal owed [WA For Paperwork Region At Nove, se separate instactions Ferm 2220006)* FORM 990-PF Fem 2220 (2006) THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 paw 2 Part 1V} Figuring the Penalty a m @ 18 Enter te gate of ayant or he 15th day of he 3rd month after the cose of he tax year, whichever eae (se@ Instuctions) (Form 990-PF and Form 990-7 ilers, Use Sth ‘month stead at 3d mth ) 19 20 monbect ys tom i at ttn one tate how oasra 18 20 21 nonbnlsrs nie 70 ne asronba aoe rzc0s (21 a a 22 nupaymanton ne 7x Manber chen anne 2) 17% zl $ 8 8 23 nu cl oer onion 20 stersaocars wa onearizcor | 2B t 24 Uraepeymenton tng 7x Number cts on ne 23% 2als 8 8 25 numba cl day nine 20she 301.2007 aoa rnizoor | 25 26 Underayrenton tne Nombno 2ls s $ 8 21 number tanys ont 20ate sn7007 aa tee ranaoor [2 28 uncasoyrent on in 17 x Nenbe tay on tne 744 zals 8 $ 28 urbe ctanys anna 204m 9002007 wa aoe inn | 30 Undeayren onan 7 sols Is s $ 31 rer tay orn 20 ane 12912007 wa tewaricrore [31 i 32 unoepeyrent one 17 «Nur tp ot 38 46 xls $ 8 s 33 ha swe 2, 26,28,78 30. 20832 sals $ ls $ ‘34 Penaly dé columns (a) through (6) of ne 33 Ener he total here and on Frm 1120, tne 33, Form 1120-8, ne 29,0 he comparable ne for other nome tx retuns sels oO. * For underpayments pai alr March 31, 2007 For ines 26, 28, 30, and 32, use te panaly interest ae for each calendar quarter, which he IRS vail determme aunng the st month nthe receeing quarter These rates are publshed quateny man IRS Nows Release anda revenve rung the interal Revenue Buletn To obta ts sformaton onthe Intrel acca the IRS weDsteat war Is gow. Vou can also call 1-800-829-4933, to getinerst ate formation Wa Form 2220 (2006)THE BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 Form 2220 2008) _ FORM 990-PF age 3 ale A_| Asjusted Seasonal Instaliment Method and Annualized income Installment Method (see instructions) Form 11205 ters. Fr ees 3,2, 3, and 21, below, taxable cams refs to excess nal passive ncome othe amount on whch xs Imposed unde section 1374, whichever pple Part | Adjusted Seasonal Installment Method (Caution: Use math ony he base period percentage for ay consactve months sl last 7% See mstuctons)_ (a) (o) ‘e) i Fst Fist 5 Fist Fast 14 1 Enter taxable nce forthe folowg penods vont months months monn Taxyea beping 2008 0 Taxyear beginning n 2008 ¢ Taxyearbeninnng 2005 _ 4 2 Ener axabie ncome foreach pari Tore taxa egnnng 2008 - 2 frst Fist Fest 13. Entertazabie income othe folowing penods maths svonths months eo 2 Taxyear begenrg 2008, 3 b Taxyea aging 2008 a» _ Taxyearbegnnng m 2005 3 “idee smountm each corn one Ta bythe amount coh (on ne 38 4 | ‘ide te amount each corn one 1B by be amount column (on tne 30 8 = Dod he amount each coun on tne Toby He amount clu) on ine 6 = 7 Addis 4 hough 6 1 _ 8 Donde ne 7 by3_ 8 — “Bde ine 2y ne 8 a [ 40 gure te taxon me a enin 8 using the st for Form 1120, $0802 yemotcon'sretum) | 10 LL 178 Due ne amountin columns (a) through (e) ontne 8a || ‘byte amount n cola (done 32 nal ' Dingo theamountn columns (a)throuphfe)onine so | | bye amouatm eaiamn (4) on 38 sw} _ © Divide the amount columns (though (e) on ine Se bythe amavnin coum 8) one 3e we $2. Ad6 es ta tough He 13. Owe toe 1273 8 114 Mutioly te amount columns 6) rough) fie 10 by clus (throug fc) ote 13 tn column (enter {he amount om ine 10, column () “ 435 Emer anyalematwemnimum ax for each payment pens see structions) _ 8 136 Ener any oes toes foreach payment penod seems) | 16 117g ines 14 though 18 0 - 18 For ach pened, ene the save ype of ras 5 aowed on Form 2220, mes 1 and 2 (se stucions) 18 _| _ = 3B Total tox ater credits Subtract ine 18 tom ine 17 ero ors, nr 0 xa FE, awa Form 2220 (2008)* pHES BETTY & NORMAN F LEVY FOUNDATION INC 13-2553674 ‘Foum 2220 (2006) FORM 990-PF Page & Part Il - Annualized Income Installment Method *™ o o © O Fist Fist Fist 20_annvaizaton pends (see nstvcons) 20 nts months montis months 21-Entar taxable ncome for ech annvatzaton pened (982 instetons) a 1,172, 338.| 2,004, 892.| 2,990,903. 22_Anquataton amounts (se mstructons) z| 6.000000, _4.000000| _ 2.000000, __1.333333 23. Annuaizes taxable neome Muspiy ne 21 ny une 22 | 23. 4,689,352. 4,009,784.| 3,987,870. 24 Figure te taxon the amount on ne 23 using he imsructions fo Form 1120, Schedule J. ne 2 __Locomparabe tne of corporation's turn) 2 46,894. 40,098. 39,879. 25 Eset any ateratve munumum tax fr each payment etod (see structs) 26 ter any oer tees or each payment pend see mst) 27 Totattax Ads bas 24 though 26 _ a 46,894. 40,098. __39,879. 28 For each perod ener the same typeof res 5 alowed on Form 2220, ines 1 and 2 (see mstuchons) 28 7 = 29 Totattaxater credits Subtact ne 28 trom ine 27 17 ero oress emia 20 46,894. 40,098. __39,879. 30_Appicable percentage 25% 50% 15% 100% $3_Mutpy ie 29 by ne 30 x 23,447.) 30,074.| 39,879. Part Ill - Required Installments Nate Gomplt ines 32 tough 38 of ane column before ro) T ‘nd rr ah completing the next coturma installment insainent installment instalnent 32 tonty Part or Pat is completed, enter the amount 0 ach column from we 19 oF ine 31 i both pats are complete, eter te smaller ofthe amounts n each column from ne 19 1 _ Py o.| 23,447] 30,074.| __39,879. '38 Aaa te amounts al preceding columns of he 58 {see structions) _| 33 23,447.| 30,074. |36 Asst seasonal or annuataed income vstaiments Subtract ne 33 tromine 32 tterooressentar-O- | 34 23,447. 6,627. 9,805. 35. Enter 25% of ine Son page 1 of Form 2220 n each column Note Corporations wh ssts of $1 biton o snore and "ae corporations. se the nsttuctons for tng 100 the amounts to ent 35 14,452.|__59,976.|__37,214.| 37,214. 36. Subtract ne 38 ofthe preceding corm rom ine 37 of the preceding column 36 50,981.| 81,568. ‘37 Anes 35 a0 36 _ 37 14,452.| __74,428.|__88,195.| 118,782. 38 Requied statimens iar th smaller atime 34 or tne 37 here and on page tof Form 2220, ne 19 (see structions 38 o.| 23,447. 6,627, 9,805. Wa Form 2220 (2006) ** ANNUALIZED INCOME INSTALLMENT METHOD USING STANDARD OPTION