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Leon Levy Foundation

White Shelby Et Al 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
$55.8M (2023)

Expenses
$44.5M (2023)

Total Assets
$496M (2023)

Total Liabilities
$84.5M (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,825,295
Expenses
$44,531,390
Net Income
$11,293,905
Net Assets
$411,337,375
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,863
0.0%
Dividends $5,086,117
9.1%
Sales of Assets $47,406,460
84.9%
Other Income $3,325,855
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,310,049
79.3%
Compensation of Officers* $455,249
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $495,872,625
Total Liabilities $84,535,250
Net Assets $411,337,375
Compensation
Key Employees and Officers Compensation Other
Meredith Ross (President) $371,000 $138,202
Justine Koch (Director Of Finance) $212,000 $115,927
Jennifer Ellis (Program Officer) $180,200 $96,649
Mirsad Kojasevic (Manager) $116,300 $82,331
Glenn Little (Admin Coordinator) $97,850 $87,892
Elizabeth Moynihan (Trustee) $84,249 $0
Gabrielle Shorr (Grants Manager) $75,971 $43,122
John Bernstein (Trustee) $0 $0
Shelby White (Trustee) $0 $0
Tracy White (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,662,391
Expenses
$65,732,529
Net Income
-$40,070,138
Net Assets
$415,381,787
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20
0.0%
Dividends $5,067,687
19.7%
Sales of Assets $13,100,502
51.0%
Other Income $7,494,182
29.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,206,697
56.6%
Compensation of Officers* $1,098,743
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $495,447,526
Total Liabilities $80,065,739
Net Assets $415,381,787
Compensation
Key Employees and Officers Compensation Other
Robert Goldrich (Outgoing President) $739,038 $95,394
Meredith Ross (Program Director/President) $280,000 $86,181
Justine Koch (Director Of Finance) $191,875 $72,247
Jennifer Ellis (Program Officer) $166,250 $66,213
Mirsad Kojasevic (Manager) $110,000 $57,775
Elizabeth Moynihan (Trustee) $79,256 $0
Elvir Kojasevic (Assistant Building M) $67,500 $34,859
Glenn Little (Administrative Coord) $53,991 $41,275
John Bernstein (Trustee) $0 $0
Shelby White (Trustee) $0 $0
Tracy White (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,596,253
Expenses
$44,445,465
Net Income
$77,150,788
Net Assets
$554,639,318
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $4,175,422
3.4%
Sales of Assets $108,915,321
89.6%
Other Income $8,505,503
7.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,982,351
67.5%
Compensation of Officers* $521,040
1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $614,122,389
Total Liabilities $59,483,071
Net Assets $554,639,318
Compensation
Key Employees and Officers Compensation Other
Robert Goldrich (President) $445,124 $140,956
Meredith Ross (Grants Manager) $195,000 $82,482
Justine Koch (Controller) $175,000 $77,502
Jennifer Ellis (Program Officer) $152,460 $68,077
Mirsad Kojasevic (Manager) $105,000 $56,258
Elizabeth Moynihan (Trustee) $75,916 $0
Sara Holm (Program Assistant) $62,820 $22,353
John Bernstein (Trustee) $0 $0
Shelby White (Trustee) $0 $0
Tracy White (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,863,642
Expenses
$26,723,989
Net Income
$11,139,653
Net Assets
$440,079,678
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $25
0.0%
Dividends $3,695,384
9.8%
Sales of Assets $30,502,419
80.6%
Other Income $3,665,814
9.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,113,254
> 100%
Compensation of Officers* $435,407
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $494,466,115
Total Liabilities $54,386,437
Net Assets $440,079,678
Compensation
Key Employees and Officers Compensation Other
Robert Goldrich (President) $360,687 $107,089
Meredith Ross (Grants Manager) $170,000 $94,052
Justine Koch (Controller) $163,307 $93,048
Jennifer Ellis (Program Officer) $138,600 $73,776
Mirsad Kojasevic (Manager) $95,481 $67,309
Elizabeth Moynihan (Trustee) $74,720 $0
Sara Holm (Program Assistant) $65,000 $62,736
Shelby White (Trustee) $0 $0
John Bernstein (Trustee) $0 $0
Tracy White (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,900,546
Expenses
$34,266,547
Net Income
-$7,366,001
Net Assets
$399,391,922
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29
0.0%
Dividends $5,223,714
19.4%
Sales of Assets $17,385,871
64.6%
Other Income $4,290,932
16.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,989,809
72.9%
Compensation of Officers* $492,684
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $457,096,237
Total Liabilities $57,704,315
Net Assets $399,391,922
Compensation
Key Employees and Officers Compensation Other
Robert Goldrich (President) $419,572 $115,004
Meredith Ross (Grants Manager) $160,930 $59,385
Justine Koch (Controller) $155,530 $63,349
Jennifer Ellis (Director Of Operatio) $115,500 $69,455
Mirsad Kojasevic (Manager) $92,700 $72,597
Elizabeth Moynihan (Trustee) $73,112 $0
Sara Holm (Program Assistant) $55,825 $47,574
Shelby White (Trustee) $0 $0
John Bernstein (Trustee) $0 $0
Tracy White (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,669,902
Expenses
$41,071,180
Net Income
-$21,401,278
Net Assets
$364,821,052
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,620,578
28.6%
Sales of Assets $9,700,611
49.3%
Other Income $4,348,713
22.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,337,480
66.6%
Compensation of Officers* $479,312
1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $421,009,660
Total Liabilities $56,188,608
Net Assets $364,821,052
Compensation
Key Employees and Officers Compensation Other
Robert Goldrich (President) $407,351 $87,035
Justine Koch (Controller) $151,000 $63,396
Meredith Ross (Grants Manager) $146,300 $63,721
Jennifer Ellis (Assistant To Preside) $110,000 $46,693
Mirsad Kojasevic (Manager) $90,000 $44,365
Elizabeth Moynihan (Trustee) $71,961 $0
Shelby White (Trustee) $0 $0
John Bernstein (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,052,787
Expenses
$21,886,199
Net Income
$7,166,588
Net Assets
$399,652,582
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12
0.0%
Dividends $4,241,860
14.6%
Sales of Assets $24,041,867
82.8%
Other Income $769,048
2.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,618,631
> 100%
Compensation of Officers* $464,605
2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $451,143,103
Total Liabilities $51,490,521
Net Assets $399,652,582
Compensation
Key Employees and Officers Compensation Other
Robert Goldrich (President) $393,750 $20,166
Elizabeth Moynihan (Trustee) $70,855 $0
Shelby White (Trustee) $0 $0
John Bernstein (Trustee) $0 $0
Justine Koch (Controller) $0 $0
Meredith Ross (Grants Manager) $0 $0
Jennifer Ellis (Assistant To Preside) $0 $0
Mirsad Kojasevic (Manager) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,581,531
Expenses
$27,164,397
Net Income
-$11,582,866
Net Assets
$342,421,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $4,385,310
28.1%
Sales of Assets $10,477,024
67.2%
Other Income $719,192
4.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,591,221
94.2%
Compensation of Officers* $444,392
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $402,638,854
Total Liabilities $60,217,827
Net Assets $342,421,027
Compensation
Key Employees and Officers Compensation Other
Robert Goldrich (President) $375,000 $12,218
Justine Koch (Controller) $129,854 $30,567
Meredith Ross (Grants Manager) $118,450 $30,567
Jennifer Ellis (Assistant To Preside) $92,882 $15,870
Mirsad Kojasevic (Manager) $83,302 $22,359
Elizabeth Moynihan (Trustee) $69,392 $0
Shelby White (Trustee) $0 $0
John Bernstein (Tru Stee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,454,064
Expenses
$24,781,008
Net Income
-$5,326,944
Net Assets
$345,182,846
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $4,744,916
24.4%
Sales of Assets $13,116,110
67.4%
Other Income $1,593,032
8.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,026,394
> 100%
Compensation of Officers* $278,030
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $409,121,370
Total Liabilities $63,938,524
Net Assets $345,182,846
Compensation
Key Employees and Officers Compensation Other
Robert Goldrich (President) $209,135 $9,482
Justine Koch (Controller) $126,071 $43,919
Meredith Ross (Grants Manager) $115,000 $42,590
Nina Berg (Director) $101,696 $12,204
Jennifer Ellis (Assistant To Preside) $90,176 $20,754
Mirsad Kojasevic (Manager) $80,098 $38,402
Elizabeth Moynihan (Trustee) $68,895 $0
Shelby White (Trustee) $0 $0
John Bernstein (Tru Stee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,283,344
Expenses
$38,868,207
Net Income
-$17,584,863
Net Assets
$346,991,186
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,981,971
18.7%
Sales of Assets $15,265,998
71.7%
Other Income $2,035,375
9.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,565,448
76.1%
Compensation of Officers* $491,578
1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $419,462,452
Total Liabilities $72,471,266
Net Assets $346,991,186
Compensation
Key Employees and Officers Compensation Other
John Bernstein (President) $422,896 $67,575
Nina Berg (Director) $147,000 $17,640
Justine Koch (Controller) $122,400 $14,688
Jennifer Ellis (Assistant To Preside) $87,550 $10,506
Mirsad Kojasevic (Manager) $77,765 $9,332
Elizabeth Moynihan (Trustee) $68,682 $0
Meredith Ross (Grants Manager) $51,923 $6,231
Shelby White (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,292,407
Expenses
$26,788,252
Net Income
-$16,495,845
Net Assets
$405,617,687
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $286,427
2.8%
Dividends $3,824,824
37.2%
Sales of Assets $4,982,588
48.4%
Other Income $1,198,568
11.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,360,755
87.2%
Compensation of Officers* $496,235
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $473,867,650
Total Liabilities $68,249,963
Net Assets $405,617,687

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,682,388
Expenses
$41,387,130
Net Income
-$15,704,742
Net Assets
$425,766,455
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $224,388
0.9%
Dividends $5,411,439
21.1%
Sales of Assets $18,651,517
72.6%
Other Income $1,395,044
5.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,612,972
74.0%
Compensation of Officers* $480,925
1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $495,130,384
Total Liabilities $69,363,929
Net Assets $425,766,455

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,918,242
Expenses
$21,434,864
Net Income
-$1,516,622
Net Assets
$428,715,320
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $172,784
0.9%
Dividends $5,027,792
25.2%
Sales of Assets $17,208,970
86.4%
Other Income -$2,491,304
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,931,128
> 100%
Compensation of Officers* $460,958
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $493,019,890
Total Liabilities $64,304,570
Net Assets $428,715,320

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 March
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 March
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

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.
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  • 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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