Francis And Gertrude Levett Foundation

St Petersburg, FL
Tax-exempt since March 2001
EIN: 59-3614021

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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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.72M (2024)

Expenses

$1.78M (2024)

Total Assets

$28.3M (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 Nov.
2024

Revenue

$2,723,527

Expenses

$1,782,773

Net Income

$940,754

Net Assets

$28,305,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$898,274	33.0%
Sales of Assets	$1,565,200	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,510,828	84.7%
Compensation of Officers*	$313,914	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,305,014
Total Liabilities	$0
Net Assets	$28,305,014

Compensation

Key Employees and Officers	Compensation	Other
Sabal Trust Company (Co Trustee)	$237,001	$0
Patricia Roth (Co Trustee)	$38,456	$11,898
Robert H Willis Jr (Co Trustee)	$38,456	$0

990-PF

Filed on March 4, 2025

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

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Fiscal Year Ending Nov.
2023

Revenue

$774,822

Expenses

$1,941,562

Net Income

-$1,166,740

Net Assets

$27,364,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,455	0.2%
Dividends	$884,503	> 100%
Sales of Assets	-$366,027
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,503,872	77.5%
Compensation of Officers*	$305,937	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,364,260
Total Liabilities	$0
Net Assets	$27,364,260

Compensation

Key Employees and Officers	Compensation	Other
Sabal Trust Company (Co Trustee)	$230,937	$0
Patricia Roth (Co Trustee)	$37,500	$23,339
Robert H Willis Jr (Co Trustee)	$37,500	$0

990-PF

Filed on Feb. 1, 2024

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

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Fiscal Year Ending Nov.
2022

Revenue

$975,522

Expenses

$1,655,081

Net Income

-$679,559

Net Assets

$28,531,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,417	0.8%
Dividends	$748,456	76.7%
Sales of Assets	-$30,379
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,413,244	85.4%
Compensation of Officers*	$314,019	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,531,000
Total Liabilities	$0
Net Assets	$28,531,000

Compensation

Key Employees and Officers	Compensation	Other
Sabal Trust Company (Co Trustee)	$239,019	$0
Patricia Roth (Co Trustee)	$37,500	$5,052
John F Ralph Jr (Co Trustee)	$18,750	$0
Robert H Willis Jr (Co Trustee)	$18,750	$0

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990-PF

Filed on April 4, 2023

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

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Fiscal Year Ending Nov.
2021

Revenue

$2,338,453

Expenses

$1,286,865

Net Income

$1,051,588

Net Assets

$29,210,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,355	0.1%
Dividends	$668,690	28.6%
Sales of Assets	$1,280,186	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$825,172	64.1%
Compensation of Officers*	$314,211	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,210,559
Total Liabilities	$0
Net Assets	$29,210,559

Compensation

Key Employees and Officers	Compensation	Other
Sabal Trust Company (Co Trustee)	$239,211	$0
Patricia Roth (Co Trustee)	$37,500	$0
John F Ralph Jr (Co Trustee)	$37,500	$0

990-PF

Filed on Jan. 25, 2022

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

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Fiscal Year Ending Nov.
2020

Revenue

$646,369

Expenses

$1,988,514

Net Income

-$1,342,145

Net Assets

$28,203,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,481	0.8%
Dividends	$643,249	99.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,514,856	76.2%
Compensation of Officers*	$297,655	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,203,450
Total Liabilities	$1
Net Assets	$28,203,449

Compensation

Key Employees and Officers	Compensation	Other
Sabal Trust Company (Co Trustee)	$222,655	$0
Patricia Roth (Co Trustee)	$37,500	$2,829
John F Ralph Jr (Co Trustee)	$37,500	$0

990-PF

Filed on Jan. 12, 2021

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

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Fiscal Year Ending Nov.
2019

Revenue

$1,797,222

Expenses

$1,822,631

Net Income

-$25,409

Net Assets

$29,545,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,058	0.8%
Dividends	$648,939	36.1%
Sales of Assets	$659,065	36.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,323,081	72.6%
Compensation of Officers*	$299,541	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,545,595
Total Liabilities	$1
Net Assets	$29,545,594

Compensation

Key Employees and Officers	Compensation	Other
Sabal Trust Company (Co Trustee)	$228,471	$0
Patricia Roth (Co Trustee)	$37,500	$6,416
John F Ralph Jr (Co Trustee)	$33,570	$0

990-PF

Filed on Jan. 6, 2020

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

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Fiscal Year Ending Nov.
2018

Revenue

$1,484,562

Expenses

$1,905,145

Net Income

-$420,583

Net Assets

$29,571,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$363,064	24.5%
Interest Revenue	$14,675	1.0%
Dividends	$653,064	44.0%
Sales of Assets	-$6,500
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,375,798	72.2%
Compensation of Officers*	$324,675	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,571,004
Total Liabilities	$0
Net Assets	$29,571,004

Compensation

Key Employees and Officers	Compensation	Other
Sabal Trust Company (Co Trustee)	$225,175	$1,367
Patricia Roth (Co Trustee)	$58,875	$2,688
J Baird Lefter (Co Trustee)	$40,625	$0

990-PF

Filed on Jan. 18, 2019

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

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Fiscal Year Ending Nov.
2017

Revenue

$28,850,184

Expenses

$606,047

Net Income

$28,244,137

Net Assets

$29,991,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,340,284	98.2%
Interest Revenue	$78,355	0.3%
Dividends	$81,617	0.3%
Sales of Assets	$235,543	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,505	68.9%
Compensation of Officers*	$115,303	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,991,587
Total Liabilities	$0
Net Assets	$29,991,587

Compensation

Key Employees and Officers	Compensation	Other
Sabal Trust Company (Co Trustee)	$71,553	$0
J Baird Lefter (Co Trustee)	$25,000	$0
Patricia Roth (Co Trustee)	$18,750	$3,489

990-PF

Filed on Jan. 17, 2018

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

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Fiscal Year Ending Nov.
2016

Revenue

$246,399

Expenses

$25,131

Net Income

$221,268

Net Assets

$1,747,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,000	50.7%
Interest Revenue	$747	0.3%
Dividends	$50,856	20.6%
Sales of Assets	$69,796	28.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$18,720	74.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,747,450
Total Liabilities	$0
Net Assets	$1,747,450

Compensation

Key Employees and Officers	Compensation	Other
Sabal Trust Company (Successor Trustee)	$0	$0
Gertrude Levett (Grantor)	$0	$0

990-PF

Filed on Jan. 10, 2017

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

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Fiscal Year Ending Nov.
2015

Revenue

$201,103

Expenses

$111,410

Net Income

$89,693

Net Assets

$1,526,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$117,500	58.4%
Interest Revenue	$512	0.3%
Dividends	$50,995	25.4%
Sales of Assets	$32,096	16.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,000	79.9%
Compensation of Officers*	$17,573	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,526,182
Total Liabilities	$0
Net Assets	$1,526,182

Compensation

Key Employees and Officers	Compensation	Other
Gertrude Levett (Co Trustee)	$0	$0
Sabal Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Feb. 9, 2016

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

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Fiscal Year Ending Nov.
2014

Revenue

$248,312

Expenses

$112,353

Net Income

$135,959

Net Assets

$1,436,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,000	48.3%
Interest Revenue	$707	0.3%
Dividends	$48,788	19.6%
Sales of Assets	$78,817	31.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,000	81.0%
Compensation of Officers*	$16,898	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,436,489
Total Liabilities	$0
Net Assets	$1,436,489

Compensation

Key Employees and Officers	Compensation	Other
Gertrude Levett (Co Trustee)	$0	$0
Sabal Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Jan. 21, 2015

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

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Fiscal Year Ending Nov.
2013

Revenue

$218,165

Expenses

$108,328

Net Income

$109,837

Net Assets

$1,300,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,000	57.3%
Interest Revenue	$660	0.3%
Dividends	$47,204	21.6%
Sales of Assets	$45,301	20.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,250	80.5%
Compensation of Officers*	$15,215	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,300,530
Total Liabilities	$1
Net Assets	$1,300,529

990-PF

Filed on March 10, 2014

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

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Fiscal Year Ending Nov.
2012

Revenue

$179,171

Expenses

$94,387

Net Income

$84,784

Net Assets

$1,190,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	55.8%
Interest Revenue	$1,031	0.6%
Dividends	$45,584	25.4%
Sales of Assets	$32,556	18.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,500	78.9%
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	$1,190,693
Total Liabilities	$0
Net Assets	$1,190,693

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2011

Revenue

$173,285

Expenses

$78,469

Net Income

$94,816

Net Assets

$1,105,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	57.7%
Interest Revenue	$2,993	1.7%
Dividends	$41,083	23.7%
Sales of Assets	$29,209	16.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,500	83.5%
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	$1,105,909
Total Liabilities	$0
Net Assets	$1,105,909

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

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Francis And Gertrude Levett Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.72M (2024)

Expenses $1.78M (2024)

Total Assets $28.3M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$2.72M (2024)

Expenses

$1.78M (2024)

Total Assets

$28.3M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

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2022

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2020

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2018

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Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

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2007

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