David Levinson Trust Dated 10 05 1992 As Amended And Restated

Levinson David Ttee

Athens, OH
Tax-exempt since June 2008
EIN: 83-6052929

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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

$26.2k (2024)

Expenses

$8.03k (2024)

Total Assets

$451k (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

$26,174

Expenses

$8,034

Net Income

$18,140

Net Assets

$451,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.1%
Dividends	$16,383	62.6%
Sales of Assets	$9,763	37.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$451,232
Total Liabilities	$0
Net Assets	$451,232

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$0	$0

990-PF

Filed on April 15, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$21,287

Expenses

$171,403

Net Income

-$150,116

Net Assets

$433,092

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.1%
Dividends	$14,261	67.0%
Sales of Assets	$2,911	13.7%
Other Income	$4,087	19.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,056	89.9%
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	$433,092
Total Liabilities	$0
Net Assets	$433,092

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$0	$0

990-PF

Filed on March 29, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$14,412

Expenses

$197,618

Net Income

-$183,206

Net Assets

$583,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,022	34.8%
Dividends	$11,963	83.0%
Sales of Assets	-$2,712
Other Income	$139	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,617	91.9%
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	$583,208
Total Liabilities	$0
Net Assets	$583,208

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$0	$0

990-PF

Filed on April 14, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$69,459

Expenses

$198,816

Net Income

-$129,357

Net Assets

$766,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,720	9.7%
Dividends	$10,998	15.8%
Sales of Assets	$51,671	74.4%
Other Income	$70	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,672	85.3%
Compensation of Officers*	$12,680	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$766,414
Total Liabilities	$0
Net Assets	$766,414

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$12,680	$0

990-PF

Filed on May 11, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$74,692

Expenses

$341,472

Net Income

-$266,780

Net Assets

$411,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,078	20.2%
Dividends	$9,919	13.3%
Sales of Assets	$49,695	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,257	91.7%
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	$411,246
Total Liabilities	$1
Net Assets	$411,245

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$47,933

Expenses

$333,094

Net Income

-$285,161

Net Assets

$678,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,803	47.6%
Dividends	$12,358	25.8%
Sales of Assets	$12,772	26.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,257	94.0%
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	$678,026
Total Liabilities	$1
Net Assets	$678,025

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$0	$0

990-PF

Filed on Nov. 13, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$75,196

Expenses

$207,281

Net Income

-$132,085

Net Assets

$1,031,850

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,477	31.2%
Dividends	$17,037	22.7%
Sales of Assets	$34,682	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,852	83.9%
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	$1,031,850
Total Liabilities	$0
Net Assets	$1,031,850

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$0	$0

990-PF

Filed on Nov. 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$80,691

Expenses

$150,971

Net Income

-$70,280

Net Assets

$1,430,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,005	31.0%
Dividends	$20,856	25.8%
Sales of Assets	$34,830	43.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,696	85.9%
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	$1,430,937
Total Liabilities	$0
Net Assets	$1,430,937

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$52,762

Expenses

$129,696

Net Income

-$76,934

Net Assets

$1,396,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,384	57.6%
Dividends	$22,378	42.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,696	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	$1,396,072
Total Liabilities	$0
Net Assets	$1,396,072

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$0	$0

990-PF

Filed on Nov. 16, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$57,912

Expenses

$204,079

Net Income

-$146,167

Net Assets

$1,678,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,430	57.7%
Dividends	$24,482	42.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,538	71.3%
Compensation of Officers*	$19,964	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,678,765
Total Liabilities	$0
Net Assets	$1,678,765

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$19,964	$0

990-PF

Filed on Nov. 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$119,629

Expenses

$205,711

Net Income

-$86,082

Net Assets

$1,794,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,974	29.2%
Dividends	$32,196	26.9%
Sales of Assets	$52,459	43.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,138	68.6%
Compensation of Officers*	$42,172	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,794,222
Total Liabilities	$0
Net Assets	$1,794,222

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$42,172	$0

990-PF

Filed on Nov. 16, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$160,038

Expenses

$19,824

Net Income

$140,214

Net Assets

$1,838,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43,398	27.1%
Dividends	$23,759	14.8%
Sales of Assets	$92,881	58.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$1,838,132
Total Liabilities	$0
Net Assets	$1,838,132

Compensation

Key Employees and Officers	Compensation	Other
Scott M Robe (Succ. Tte)	$0	$0

990-PF

Filed on Nov. 14, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$111,396

Expenses

$169,801

Net Income

-$58,405

Net Assets

$1,697,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44,851	40.3%
Dividends	$14,450	13.0%
Sales of Assets	$52,095	46.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,456	79.2%
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	$1,697,918
Total Liabilities	$1
Net Assets	$1,697,917

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$86,120

Expenses

$158,405

Net Income

-$72,285

Net Assets

$1,756,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,885	59.1%
Dividends	$11,115	12.9%
Sales of Assets	$24,120	28.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,749	78.1%
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	$1,756,323
Total Liabilities	$1
Net Assets	$1,756,322

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

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Updated March 23, 2026

David Levinson Trust Dated 10 05 1992 As Amended And Restated

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $26.2k (2024)

Expenses $8.03k (2024)

Total Assets $451k (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

$26.2k (2024)

Expenses

$8.03k (2024)

Total Assets

$451k (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