Levison Levy Charitable Trust

Lyman Russell Et Al Ttee

San Francisco, CA
Tax-exempt since May 2008
EIN: 94-6718486

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$54.5k (2023)

Expenses

$57.9k (2023)

Total Assets

$980 (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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

Revenue

$54,490

Expenses

$57,858

Net Income

-$3,368

Net Assets

$980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$54,490	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	17.3%
Compensation of Officers*	$29,138	50.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$980
Total Liabilities	$0
Net Assets	$980

Compensation

Key Employees and Officers	Compensation	Other
Russell Lyman (Trustee)	$5,999	$0
Susan Cook Hoganson (Trustee)	$5,999	$0
Michelle Owczarzak (Trustee)	$5,999	$0
Elizabeth Z Rufer (Trustee)	$5,999	$0
John Zellerbach (Trustee)	$5,142	$0

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990-PF

Filed on Nov. 14, 2024

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

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$81,745

Expenses

$82,377

Net Income

-$632

Net Assets

$4,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$81,745	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	12.1%
Compensation of Officers*	$55,277	67.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,348
Total Liabilities	$0
Net Assets	$4,348

Compensation

Key Employees and Officers	Compensation	Other
Russell Lyman (Co Trustee)	$11,141	$0
Susan Cook Hoganson (Co Trustee)	$11,141	$0
Michelle Owczarzak (Trustee)	$11,141	$0
Elizabeth Z Rufer (Trustee)	$11,141	$0
John Zellerbach (Co Trustee)	$10,713	$0

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990-PF

Filed on Nov. 7, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$243,012

Expenses

$243,032

Net Income

-$20

Net Assets

$4,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$243,012	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,000	59.7%
Compensation of Officers*	$77,158	31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,980
Total Liabilities	$0
Net Assets	$4,980

Compensation

Key Employees and Officers	Compensation	Other
John Zellerbach (Co Trustee)	$15,454	$0
Russell Lyman (Co Trustee)	$15,426	$0
Susan Cook Hoganson (Co Trustee)	$15,426	$0
Michelle Owczarzak (Trustee)	$15,426	$0
Elizabeth Z Rufer (Trustee)	$15,426	$0

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990-PF

Filed on Nov. 9, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$234,644

Expenses

$233,146

Net Income

$1,498

Net Assets

$4,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$234,644	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	60.0%
Compensation of Officers*	$75,461	32.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,000
Total Liabilities	$1
Net Assets	$4,999

Compensation

Key Employees and Officers	Compensation	Other
John Zellerbach (Co Trustee)	$15,117	$0
Russell Lyman (Co Trustee)	$15,086	$0
Susan Cook Hoganson (Co Trustee)	$15,086	$0
Michelle Owczarzak (Trustee)	$15,086	$0
Elizabeth Z Rufer (Trustee)	$15,086	$0

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990-PF

Filed on Nov. 11, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$193,608

Expenses

$193,607

Net Income

Net Assets

$3,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$193,607	100.0%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,500	56.0%
Compensation of Officers*	$54,008	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,502
Total Liabilities	$1
Net Assets	$3,501

Compensation

Key Employees and Officers	Compensation	Other
John Zellerbach (Co Trustee)	$14,760	$0
Russell Lyman (Co Trustee)	$14,718	$0
Susan Cook Hoganson (Co Trustee)	$14,718	$0
Michelle Owczarzak (Trustee)	$4,906	$0
Elizabeth Z Rufer (Trustee)	$4,906	$0

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990-PF

Filed on Nov. 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$161,765

Expenses

$161,764

Net Income

Net Assets

$3,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$161,764	100.0%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,450	67.7%
Compensation of Officers*	$42,701	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,501
Total Liabilities	$0
Net Assets	$3,501

Compensation

Key Employees and Officers	Compensation	Other
John Zellerbach (Co Trustee)	$14,261	$0
Russell Lyman (Co Trustee)	$14,220	$0
Susan Cook Hoganson (Co Trustee)	$14,220	$0

990-PF

Filed on June 11, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$156,362

Expenses

$156,362

Net Income

Net Assets

$3,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$156,362	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,544	67.5%
Compensation of Officers*	$41,223	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,500
Total Liabilities	$0
Net Assets	$3,500

Compensation

Key Employees and Officers	Compensation	Other
John Zellerbach (Co Trustee)	$13,767	$0
Russell Lyman (Co Trustee)	$13,728	$0
Susan Cook Hoganson (Co Trustee)	$13,728	$0

990-PF

Filed on June 16, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$146,528

Expenses

$146,528

Net Income

Net Assets

$3,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$146,528	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,572	64.5%
Compensation of Officers*	$39,812	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,500
Total Liabilities	$0
Net Assets	$3,500

Compensation

Key Employees and Officers	Compensation	Other
John Zellerbach (Co Trustee)	$13,292	$0
Russell Lyman (Co Trustee)	$13,260	$0
Susan Cook Hoganson (Co Trustee)	$13,260	$0

990-PF

Filed on Aug. 4, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$175,695

Expenses

$187,537

Net Income

-$11,842

Net Assets

$3,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$175,694	100.0%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,021	52.8%
Compensation of Officers*	$38,656	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	$3,500
Total Liabilities	$0
Net Assets	$3,500

Compensation

Key Employees and Officers	Compensation	Other
John Zellerbach (Co Trustee)	$12,906	$0
Russell Lyman (Co Trustee)	$12,875	$0
Susan Cook Hoganson (Co Trustee)	$12,875	$0

990-PF

Filed on July 23, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$13

Expenses

$225,705

Net Income

-$225,692

Net Assets

$15,342

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,126	50.1%
Compensation of Officers*	$12,500	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,342
Total Liabilities	$0
Net Assets	$15,342

Compensation

Key Employees and Officers	Compensation	Other
Russell Lyman (Co Trustee)	$12,500	$0
Susan Cook Hoganson (Co Trustee)	$0	$0
John Zellerbach (Co Trustee)	$0	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$269

Expenses

$323,645

Net Income

-$323,376

Net Assets

$145,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$269	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,832	45.1%
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	$145,895
Total Liabilities	$0
Net Assets	$145,895

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$23,852,050

Expenses

$842,911

Net Income

$23,009,139

Net Assets

$447,394

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,298	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$23,849,752	100.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$619,680	73.5%
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	$465,108
Total Liabilities	$17,714
Net Assets	$447,394

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$559,225

Expenses

$36,779

Net Income

-$596,004

Net Assets

-$1,051,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,425
Dividends	$0
Sales of Assets	$0
Other Income	-$570,650

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,563	64.1%
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	$9,555,084
Total Liabilities	$10,606,130
Net Assets	-$1,051,046

990-PF

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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Raw filing data. Includes EINs and summary financials as structured data.
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Levison Levy Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $54.5k (2023)

Expenses $57.9k (2023)

Total Assets $980 (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Revenue

$54.5k (2023)

Expenses

$57.9k (2023)

Total Assets

$980 (2023)

Total Liabilities

$0 (2023)

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