Dr Joseph S & Carole R Levy Charitable Foundation Inc

Miami, FL
Tax-exempt since Feb. 2022
EIN: 65-0871713

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$28.9k (2024)

Expenses

$37.2k (2024)

Total Assets

$392k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$28,906

Expenses

$37,171

Net Income

-$8,265

Net Assets

$392,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$73	0.3%
Dividends	$28,833	99.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,405	92.6%
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	$392,479
Total Liabilities	$0
Net Assets	$392,479

Compensation

Key Employees and Officers	Compensation	Other
Carole R Levy (President/ S)	$0	$0

990-PF

Filed on March 25, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$30,521

Expenses

$29,735

Net Income

$786

Net Assets

$400,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$74	0.2%
Dividends	$28,076	92.0%
Sales of Assets	$0
Other Income	$2,371	7.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,000	87.4%
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	$400,744
Total Liabilities	$0
Net Assets	$400,744

Compensation

Key Employees and Officers	Compensation	Other
Carole R Levy (President/ S)	$0	$0

990-PF

Filed on March 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$62,800

Expenses

$56,349

Net Income

-$119,149

Net Assets

$399,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14
Dividends	$27,114
Sales of Assets	-$91,598
Other Income	$1,670

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,500	94.9%
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	$399,958
Total Liabilities	$0
Net Assets	$399,958

Compensation

Key Employees and Officers	Compensation	Other
Joseph S Levy (President)	$0	$0
Carole R Levy (Secretary)	$0	$0

990-PF

Filed on March 25, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$25,603

Expenses

$7,354

Net Income

$18,249

Net Assets

$516,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$25,601	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150	2.0%
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	$516,080
Total Liabilities	$1
Net Assets	$516,079

990-PF

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

PDF

Fiscal Year Ending Dec.
2019

Revenue

$29,929

Expenses

$38,069

Net Income

-$8,140

Net Assets

$358,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$20,514	68.5%
Sales of Assets	$9,406	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,050	65.8%
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	$358,619
Total Liabilities	$0
Net Assets	$358,619

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2018

Revenue

$50,263

Expenses

$25,192

Net Income

$25,071

Net Assets

$366,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,880	39.6%
Interest Revenue	$0
Dividends	$18,390	36.6%
Sales of Assets	$11,993	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,745	78.4%
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	$366,759
Total Liabilities	$0
Net Assets	$366,759

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2017

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

990-PF

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

PDF

Fiscal Year Ending Oct.
2017

Revenue

$40,229

Expenses

$41,899

Net Income

-$1,670

Net Assets

$353,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,000	52.2%
Interest Revenue	$0
Dividends	$19,229	47.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,500	72.8%
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	$353,999
Total Liabilities	$0
Net Assets	$353,999

Compensation

Key Employees and Officers	Compensation	Other
Joseph S Levy (President)	$0	$0
Carole R Levy (Secretary)	$0	$0

990-PF

Filed on Oct. 31, 2018

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Oct.
2016

Revenue

$51,109

Expenses

$25,292

Net Income

$25,817

Net Assets

$575,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$29,000	56.7%
Interest Revenue	$0
Dividends	$22,109	43.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,300	40.7%
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	$575,692
Total Liabilities	$0
Net Assets	$575,692

Compensation

Key Employees and Officers	Compensation	Other
Joseph S Levy (President)	$0	$0
Carole R Levy (Secretary/Tr)	$0	$0

990-PF

Filed on Aug. 14, 2017

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2015

Revenue

$39,822

Expenses

$51,784

Net Income

-$11,962

Net Assets

$567,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	50.2%
Interest Revenue	$0
Dividends	$19,822	49.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,200	33.2%
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	$567,977
Total Liabilities	$0
Net Assets	$567,977

Compensation

Key Employees and Officers	Compensation	Other
Joseph S Levy (President)	$0	$0
Carole R Levy (Secretary/Tr)	$0	$0

990-PF

Filed on Sept. 7, 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 Oct.
2014

Revenue

$31,920

Expenses

$47,165

Net Income

-$15,245

Net Assets

$581,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	31.3%
Interest Revenue	$0
Dividends	$21,920	68.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,250	26.0%
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	$581,125
Total Liabilities	$0
Net Assets	$581,125

Compensation

Key Employees and Officers	Compensation	Other
Joseph S Levy (President)	$0	$0
Carole R Levy (Secretary/Treasurer)	$0	$0

990-PF

Filed on Aug. 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$27,456

Expenses

$42,247

Net Income

-$14,791

Net Assets

$596,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,000	32.8%
Interest Revenue	$0
Dividends	$27,702	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,690	39.5%
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	$596,370
Total Liabilities	$1
Net Assets	$596,369

990-PF

Filed on Dec. 29, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2012

Revenue

$41,221

Expenses

$48,593

Net Income

-$7,372

Net Assets

$615,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,000	31.5%
Interest Revenue	$0
Dividends	$28,221	68.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,290	17.1%
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	$615,395
Total Liabilities	$0
Net Assets	$615,395

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

-$8,753

Expenses

$69,313

Net Income

-$78,066

Net Assets

$618,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,882
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,500	33.9%
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	$618,434
Total Liabilities	$0
Net Assets	$618,434

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

PDF

Fiscal Year Ending Oct.
2002

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

990-PF

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

PDF

Fiscal Year Ending Oct.
2001

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

990-PF

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

PDF

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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.

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Updated March 23, 2026

Dr Joseph S & Carole R Levy Charitable Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $28.9k (2024)

Expenses $37.2k (2024)

Total Assets $392k (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

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2011

Extracted Financial Data

Revenue

$28.9k (2024)

Expenses

$37.2k (2024)

Total Assets

$392k (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.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001