David M Levy Family Foundation

Levy David M

Lakewood, NJ
Tax-exempt since Dec. 2001
EIN: 31-1810051

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Type of Nonprofit

Designated as a 501(c)(3) 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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$264k (2024)

Expenses

$280k (2024)

Total Assets

$8.85k (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

Revenue

$264,402

Expenses

$279,779

Net Income

-$15,377

Net Assets

$8,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$128,700	48.7%
Interest Revenue	$427	0.2%
Dividends	$0
Sales of Assets	$135,275	51.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,779	98.9%
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	$8,845
Total Liabilities	$0
Net Assets	$8,845

Compensation

Key Employees and Officers	Compensation	Other
Joann Levy (Trustee)	$0	$0
David M Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$301,566

Expenses

$327,022

Net Income

-$25,456

Net Assets

$10,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$301,500	100.0%
Interest Revenue	$66	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$326,806	99.9%
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	$10,829
Total Liabilities	$0
Net Assets	$10,829

Compensation

Key Employees and Officers	Compensation	Other
Jo Ann Levy (Trustee)	$0	$0
David M Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$240,027

Expenses

$213,477

Net Income

$26,550

Net Assets

$36,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$240,000	100.0%
Interest Revenue	$27	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,414	100.0%
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	$36,285
Total Liabilities	$0
Net Assets	$36,285

Compensation

Key Employees and Officers	Compensation	Other
Jo Ann Levy (Trustee)	$0	$0
David M Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$183,300

Expenses

$202,142

Net Income

-$18,842

Net Assets

$9,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$183,300	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,796	99.3%
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	$9,735
Total Liabilities	$0
Net Assets	$9,735

Compensation

Key Employees and Officers	Compensation	Other
Jo Ann Levy (Trustee)	$0	$0
David M Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$13,890

Expenses

$95,112

Net Income

-$81,222

Net Assets

$28,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,503	97.2%
Interest Revenue	$387	2.8%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,112	100%
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	$28,577
Total Liabilities	$1
Net Assets	$28,576

Compensation

Key Employees and Officers	Compensation	Other
Jo Ann Levy (Trustee)	$0	$0
David M Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$204,485

Expenses

$99,963

Net Income

$104,522

Net Assets

$109,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$201,412	98.5%
Interest Revenue	$178	0.1%
Dividends	$105	0.1%
Sales of Assets	$2,790	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,963	100%
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	$109,799
Total Liabilities	$1
Net Assets	$109,798

Compensation

Key Employees and Officers	Compensation	Other
Jo Ann Levy (Trustee)	$0	$0
David M Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$1,406

Expenses

$98,529

Net Income

-$97,123

Net Assets

$5,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$898	63.9%
Dividends	$0
Sales of Assets	$0
Other Income	$508	36.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,379	99.8%
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	$5,277
Total Liabilities	$0
Net Assets	$5,277

Compensation

Key Employees and Officers	Compensation	Other
Jo Ann Levy (Trustee)	$0	$0
David M Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$201,914

Expenses

$110,798

Net Income

$91,116

Net Assets

$102,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,420	99.3%
Interest Revenue	$22	0.0%
Dividends	$1,325	0.7%
Sales of Assets	$147	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,731	99.0%
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	$102,400
Total Liabilities	$0
Net Assets	$102,400

Compensation

Key Employees and Officers	Compensation	Other
Jo Ann Levy (Trustee)	$0	$0
David M Levy (Trustee)	$0	$0

990-PF

Filed on May 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$100,932

Expenses

$93,497

Net Income

$7,435

Net Assets

$11,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,937	40.6%
Interest Revenue	$2	0.0%
Dividends	$0
Sales of Assets	$59,993	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,682	99.1%
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	$11,284
Total Liabilities	$0
Net Assets	$11,284

Compensation

Key Employees and Officers	Compensation	Other
Jo Ann Levy (Trustee)	$0	$0
David M Levy (Trustee)	$0	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$98,993

Expenses

$97,657

Net Income

$1,336

Net Assets

$3,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$31,335	31.7%
Interest Revenue	$111	0.1%
Dividends	$0
Sales of Assets	$67,547	68.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,429	99.8%
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	$3,849
Total Liabilities	$0
Net Assets	$3,849

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$87,783

Expenses

$105,890

Net Income

-$18,107

Net Assets

$1,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$86,021	98.0%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$1,761	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,544	99.7%
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	$1,475
Total Liabilities	$0
Net Assets	$1,475

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$99,644

Expenses

$93,499

Net Income

$6,145

Net Assets

$19,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,651	> 100%
Interest Revenue	$2	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,198	99.7%
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	$19,582
Total Liabilities	$0
Net Assets	$19,582

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$77,402

Expenses

$74,031

Net Income

$3,371

Net Assets

$13,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$77,400	100.0%
Interest Revenue	$2	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,132	98.8%
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	$13,437
Total Liabilities	$0
Net Assets	$13,437

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$66,598

Expenses

$63,531

Net Income

$3,067

Net Assets

$10,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$46,158	69.3%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$20,439	30.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,445	98.3%
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	$10,066
Total Liabilities	$0
Net Assets	$10,066

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David M Levy Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $264k (2024)

Expenses $280k (2024)

Total Assets $8.85k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$264k (2024)

Expenses

$280k (2024)

Total Assets

$8.85k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001