Robert M Levy And Diane V S Levy Family Foundation

Levy Robert M Ttee

Richmond Hill, GA
Tax-exempt since Oct. 1997
EIN: 36-7190582

Receive an email when new data is available for this organization.

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 N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.13M (2024)

Expenses

$339k (2024)

Total Assets

$15.5M (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

$1,127,377

Expenses

$339,000

Net Income

$788,377

Net Assets

$15,540,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,532	3.4%
Dividends	$417,153	37.0%
Sales of Assets	$645,791	57.3%
Other Income	$25,901	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$325,400	96.0%
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	$15,540,026
Total Liabilities	$0
Net Assets	$15,540,026

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on May 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$829,000

Expenses

$102,000

Net Income

$727,000

Net Assets

$14,752,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,875	2.0%
Dividends	$323,884	39.1%
Sales of Assets	$488,241	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,400	98.4%
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	$14,752,069
Total Liabilities	$0
Net Assets	$14,752,069

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on May 31, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$738,980

Expenses

$150,139

Net Income

$588,841

Net Assets

$14,024,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.0%
Dividends	$172,624	23.4%
Sales of Assets	$566,299	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,400	80.2%
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	$14,024,823
Total Liabilities	$0
Net Assets	$14,024,823

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on Aug. 23, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$2,614,646

Expenses

$1,383,500

Net Income

$1,231,146

Net Assets

$13,436,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,216,850	46.5%
Interest Revenue	$5	0.0%
Dividends	$113,338	4.3%
Sales of Assets	$1,284,453	49.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,376,750	99.5%
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	$13,436,548
Total Liabilities	$0
Net Assets	$13,436,548

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 7, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$693,831

Expenses

$1,374,500

Net Income

-$680,669

Net Assets

$12,806,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,258	2.2%
Dividends	$139,101	20.0%
Sales of Assets	$539,472	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,361,750	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	$12,806,439
Total Liabilities	$1
Net Assets	$12,806,438

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on Oct. 4, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,938,696

Expenses

$1,113,500

Net Income

$825,196

Net Assets

$13,486,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$943,938	48.7%
Interest Revenue	$30,519	1.6%
Dividends	$233,087	12.0%
Sales of Assets	$731,152	37.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,104,000	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	$13,486,467
Total Liabilities	$1
Net Assets	$13,486,466

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$3,413,204

Expenses

$682,874

Net Income

$2,730,330

Net Assets

$13,042,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,336,235	68.4%
Interest Revenue	$6,759	0.2%
Dividends	$183,206	5.4%
Sales of Assets	$887,004	26.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$681,300	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	$13,042,654
Total Liabilities	$0
Net Assets	$13,042,654

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$3,235,772

Expenses

$617,515

Net Income

$2,618,257

Net Assets

$11,064,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,558,609	79.1%
Interest Revenue	$12,770	0.4%
Dividends	$105,322	3.3%
Sales of Assets	$559,071	17.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$617,515	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	$11,064,194
Total Liabilities	$0
Net Assets	$11,064,194

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on Oct. 30, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$1,380,775

Expenses

$486,400

Net Income

$894,375

Net Assets

$9,302,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$972,000	70.4%
Interest Revenue	$13,124	1.0%
Dividends	$96,263	7.0%
Sales of Assets	$299,388	21.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,515	86.0%
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	$9,302,671
Total Liabilities	$0
Net Assets	$9,302,671

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on Sept. 12, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$1,801,267

Expenses

$105,853

Net Income

$1,695,414

Net Assets

$8,826,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$479,415	26.6%
Interest Revenue	$181	0.0%
Dividends	$199,571	11.1%
Sales of Assets	$1,092,054	60.6%
Other Income	$30,046	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,015	4.7%
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	$8,826,317
Total Liabilities	$0
Net Assets	$8,826,317

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on May 13, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$1,018,554

Expenses

$554,526

Net Income

$464,028

Net Assets

$7,374,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$112	0.0%
Dividends	$184,001	18.1%
Sales of Assets	$748,806	73.5%
Other Income	$85,635	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$450,530	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	$7,374,230
Total Liabilities	$0
Net Assets	$7,374,230

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on Aug. 7, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$1,664,705

Expenses

$521,975

Net Income

$1,142,730

Net Assets

$6,885,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$301,768	18.1%
Interest Revenue	$426	0.0%
Dividends	$147,670	8.9%
Sales of Assets	$1,173,653	70.5%
Other Income	$41,188	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$438,515	84.0%
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	$6,885,512
Total Liabilities	$0
Net Assets	$6,885,512

Compensation

Key Employees and Officers	Compensation	Other
Robert M Levy (Trustee)	$0	$0
Diane Vs Levy (Trustee)	$0	$0

990-PF

Filed on May 12, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$965,515

Expenses

$224,230

Net Income

$741,285

Net Assets

$5,852,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$610,558	63.2%
Interest Revenue	$1,184	0.1%
Dividends	$136,066	14.1%
Sales of Assets	$200,757	20.8%
Other Income	$16,950	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,015	74.0%
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	$5,852,946
Total Liabilities	$1
Net Assets	$5,852,945

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$325,578

Expenses

$446,255

Net Income

-$120,677

Net Assets

$5,308,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$184	0.1%
Dividends	$114,365	35.1%
Sales of Assets	$181,950	55.9%
Other Income	$29,079	8.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$393,715	88.2%
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	$5,308,010
Total Liabilities	$1
Net Assets	$5,308,009

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 »

Get the Data

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated August 21, 2025

Robert M Levy And Diane V S Levy Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.13M (2024)

Expenses $339k (2024)

Total Assets $15.5M (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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.13M (2024)

Expenses

$339k (2024)

Total Assets

$15.5M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
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.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001