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Lewis Fam Tr

Levy Larry A Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$967k (2024)

Expenses
$882k (2024)

Total Assets
$10.7M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$966,819
Expenses
$882,034
Net Income
$84,785
Net Assets
$10,678,128
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $441,250
45.6%
Sales of Assets $519,924
53.8%
Other Income $5,645
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $650,000
73.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,678,128
Total Liabilities $0
Net Assets $10,678,128
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $71,776 $0
Wendy Levy (Trustee) $8,742 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$587,837
Expenses
$890,394
Net Income
-$302,557
Net Assets
$10,593,343
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $462,295
78.6%
Sales of Assets $120,242
20.5%
Other Income $5,300
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $692,500
77.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,593,343
Total Liabilities $0
Net Assets $10,593,343
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $68,087 $0
Wendy Levy (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$458,004
Expenses
$911,555
Net Income
-$453,551
Net Assets
$10,895,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $421,861
92.1%
Sales of Assets $27,266
6.0%
Other Income $8,877
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $690,000
75.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,895,900
Total Liabilities $0
Net Assets $10,895,900
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $75,116 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$909,877
Expenses
$915,276
Net Income
-$5,399
Net Assets
$11,349,451
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $448,060
49.2%
Sales of Assets $461,817
50.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $641,000
70.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,349,451
Total Liabilities $0
Net Assets $11,349,451
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $72,549 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$755,849
Expenses
$833,053
Net Income
-$77,204
Net Assets
$11,354,849
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $450,778
59.6%
Sales of Assets $305,071
40.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $610,000
73.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,354,850
Total Liabilities $1
Net Assets $11,354,849
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $68,218 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$754,652
Expenses
$961,344
Net Income
-$206,692
Net Assets
$11,598,540
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $483,633
64.1%
Sales of Assets $271,019
35.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $710,286
73.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,598,541
Total Liabilities $1
Net Assets $11,598,540
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $76,332 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$674,992
Expenses
$829,520
Net Income
-$154,528
Net Assets
$11,805,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $417,559
61.9%
Sales of Assets $257,433
38.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $694,750
83.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,805,233
Total Liabilities $0
Net Assets $11,805,233
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$673,223
Expenses
$809,727
Net Income
-$136,504
Net Assets
$11,959,761
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $411,792
61.2%
Sales of Assets $249,933
37.1%
Other Income $11,498
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $657,500
81.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,959,761
Total Liabilities $0
Net Assets $11,959,761
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$663,164
Expenses
$830,675
Net Income
-$167,511
Net Assets
$12,096,265
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $367,089
55.4%
Dividends $169,750
25.6%
Sales of Assets $107,286
16.2%
Other Income $19,039
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $668,000
80.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,096,265
Total Liabilities $0
Net Assets $12,096,265
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$793,684
Expenses
$856,849
Net Income
-$63,165
Net Assets
$12,263,776
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $398,105
50.2%
Dividends $151,149
19.0%
Sales of Assets $212,850
26.8%
Other Income $31,580
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $690,000
80.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,263,776
Total Liabilities $0
Net Assets $12,263,776
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$566,535
Expenses
$874,935
Net Income
-$308,400
Net Assets
$12,326,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $400,920
70.8%
Dividends $135,014
23.8%
Sales of Assets -$1,976
Other Income $32,577
5.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $691,200
79.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,326,941
Total Liabilities $0
Net Assets $12,326,941
Compensation
Key Employees and Officers Compensation Other
Larry Levy (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$378,202
Expenses
$852,219
Net Income
-$474,017
Net Assets
$12,635,341
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $414,327
> 100%
Dividends $120,526
31.9%
Sales of Assets $0
Other Income $29,996
7.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $691,000
81.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,635,341
Total Liabilities $0
Net Assets $12,635,341

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$389,660
Expenses
$840,940
Net Income
-$451,280
Net Assets
$13,109,358
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $362,406
93.0%
Dividends $130,166
33.4%
Sales of Assets $0
Other Income $1,282
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $686,000
81.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,109,358
Total Liabilities $0
Net Assets $13,109,358

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$784,806
Expenses
$732,022
Net Income
$52,784
Net Assets
$13,560,638
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $217,786
27.8%
Dividends $127,978
16.3%
Sales of Assets $438,036
55.8%
Other Income $1,006
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $583,000
79.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,560,638
Total Liabilities $0
Net Assets $13,560,638

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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