Nonprofit · EIN 13-7279189
FRANCES AND JACK LEVY FOUNDATION
Also known as LEVY FRANCES ET AL TTEE
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $349,378 | $412,855 | -$63,477 | $1,422,878 | $0 | $1,422,878 |
| June 30, 2024 | 990-PF | $323,575 | $585,013 | -$261,438 | $1,486,355 | $0 | $1,486,355 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $26,596
- Dividends
- $90,378
- Interest
- $4,669
- Net gain from sales of assets
- $227,735
Expenses
- Grants and similar amounts paid
- $389,751
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $393,595
- Excise tax on investment income
- $4,620
Balance sheet and other
- Total assets, start of year
- $1,486,355
- Total assets, end of year
- $1,422,878
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,422,878
- Fair market value of assets
- $2,292,281
- Qualifying distributions
- $393,595
- Net investment income
- $342,190
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES LEVY 430 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.25 | $0 |
| JACK LEVY 430 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES LEVY 430 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.25 | $0 |
| JACK LEVY 430 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 430 N LAKE WAY, PALM BEACH, FL 33480-3633
- Signed the 990-PF
- FRANCES LEVY, TRUSTEE
- Phone
- (212) 697-1000
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7279189
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,422,878
- Income (IRS master file)
- $397,468
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $349,378 | $412,855 | $1,422,878 | XML |
| 990-PF | June 2024 | $323,575 | $585,013 | $1,486,355 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7279189).
Questions about FRANCES AND JACK LEVY FOUNDATION
- What is the EIN of FRANCES AND JACK LEVY FOUNDATION?
- The employer identification number (EIN) of FRANCES AND JACK LEVY FOUNDATION is 13-7279189.
- Is FRANCES AND JACK LEVY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to FRANCES AND JACK LEVY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANCES AND JACK LEVY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANCES AND JACK LEVY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANCES AND JACK LEVY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of FRANCES AND JACK LEVY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does FRANCES AND JACK LEVY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $349,378, expenses of $412,855 and total assets of $1,422,878 at year end.
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