Aubrey Levy Trust

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$761
Expenses
$16,262
Net Income
-$15,501
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $88
11.6%
Sales of Assets $0
Other Income $673
88.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,862
85.2%
Compensation of Officers* $1,500
9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,500 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,797
Expenses
$236,762
Net Income
-$230,965
Net Assets
$15,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,477
77.2%
Sales of Assets $1,320
22.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $232,789
98.3%
Compensation of Officers* $2,922
1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,000
Total Liabilities $0
Net Assets $15,000
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,922 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,949
Expenses
$26,121
Net Income
$29,828
Net Assets
$246,489
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,100
9.1%
Sales of Assets $50,849
90.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,560
82.5%
Compensation of Officers* $5,377
20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $246,489
Total Liabilities $0
Net Assets $246,489
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $5,377 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,240
Expenses
$14,191
Net Income
$5,049
Net Assets
$216,360
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,167
21.7%
Sales of Assets $15,073
78.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,541
67.2%
Compensation of Officers* $5,974
42.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $216,361
Total Liabilities $1
Net Assets $216,360
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $5,974 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,022
Expenses
$15,232
Net Income
-$1,210
Net Assets
$211,334
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,583
39.8%
Sales of Assets $8,439
60.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,503
69.0%
Compensation of Officers* $5,975
39.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $211,335
Total Liabilities $1
Net Assets $211,334
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $5,975 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,440
Expenses
$15,129
Net Income
$5,311
Net Assets
$214,455
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,715
23.1%
Sales of Assets $15,725
76.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,902
65.5%
Compensation of Officers* $5,943
39.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $214,455
Total Liabilities $0
Net Assets $214,455
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $5,943 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,863
Expenses
$14,420
Net Income
$8,443
Net Assets
$208,801
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,640
20.3%
Sales of Assets $18,157
79.4%
Other Income $66
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,899
68.6%
Compensation of Officers* $5,935
41.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $208,801
Total Liabilities $0
Net Assets $208,801
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $5,935 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,616
Expenses
$14,561
Net Income
-$10,945
Net Assets
$204,145
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,645
> 100%
Sales of Assets -$1,029
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,657
73.2%
Compensation of Officers* $5,955
40.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $204,145
Total Liabilities $0
Net Assets $204,145
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $5,955 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,702
Expenses
$14,465
Net Income
-$5,763
Net Assets
$216,626
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,358
61.6%
Sales of Assets $3,344
38.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,660
73.7%
Compensation of Officers* $5,962
41.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $216,626
Total Liabilities $0
Net Assets $216,626
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $5,962 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,260
Expenses
$16,230
Net Income
-$7,970
Net Assets
$221,970
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,862
58.9%
Sales of Assets $3,398
41.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,189
75.1%
Compensation of Officers* $6,035
37.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $221,970
Total Liabilities $0
Net Assets $221,970
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,035 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,366
Expenses
$15,994
Net Income
-$3,628
Net Assets
$226,353
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,307
42.9%
Sales of Assets $6,372
51.5%
Other Income $687
5.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,191
76.2%
Compensation of Officers* $6,039
37.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $226,353
Total Liabilities $0
Net Assets $226,353

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,414
Expenses
$15,897
Net Income
-$9,483
Net Assets
$230,159
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,137
80.1%
Sales of Assets $1,274
19.9%
Other Income $3
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,809
68.0%
Compensation of Officers* $5,710
35.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $230,159
Total Liabilities $0
Net Assets $230,159

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,781
Expenses
$15,090
Net Income
$30,691
Net Assets
$239,393
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,605
18.8%
Sales of Assets $37,176
81.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,518
76.3%
Compensation of Officers* $5,483
36.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $239,393
Total Liabilities $0
Net Assets $239,393

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

About This Data

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.

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.

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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 »

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  • 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.

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