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Nonprofit · EIN 22-6076221

CHARLES LEVY FOUNDATION

Tax-exempt · LAWRENCEVILLE, NJ 08648

Financials

$7K$15K2023$3K$8K2024$18K$17K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES LEVY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$17,861$16,872$989$84,365$0$84,365
December 31, 2024990-PF$2,928$8,124-$5,196$85,526$2,150$83,376
December 31, 2023990-PF$7,034$14,823-$7,789$88,572$0$88,572
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,676
Net gain from sales of assets
$15,185

Expenses

Grants and similar amounts paid
$12,900
Disbursements for charitable purposes
$15,100
Excise tax on investment income
$224

Balance sheet and other

Total assets, start of year
$85,526
Total assets, end of year
$84,365
Total liabilities, end of year
$0
Net assets, end of year
$84,365
Fair market value of assets
$357,298
Qualifying distributions
$15,100
Net investment income
$17,861

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Rachel Lesser
201 Log Pond Lane, Newtown, PA 18940
Trustee0$0
Paul G Levy
19 Greenwood Avenue, Lawrenceville, NJ 08648
Trustee0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Rachel Lesser
201 Log Pond Lane, Newtown, PA 18940
Trustee0$0
Paul G Levy
19 Greenwood Avenue, Lawrenceville, NJ 08648
Trustee0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Rachel Lesser
201 Log Pond Lane, Newtown, PA 18940
Trustee0$0
Paul G Levy
19 Greenwood Avenue, Lawrenceville, NJ 08648
Trustee0$0

Address and contacts

Address (IRS master file)
19 GREENWOOD AVE, LAWRENCEVILLE, NJ 08648-1008
In care of
% JAMES A LEVY
Signed the 990-PF
Paul G Levy, Trustee
Phone
(609) 731-7793
Return prepared by
SUSAN M MAZZELLA CPA 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-6076221
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
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$84,365
Income (IRS master file)
$43,259

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$17,861$16,872$84,365IRS
990-PFDecember 2024$2,928$8,124$85,526IRS
990-PFDecember 2023$7,034$14,823$88,572XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 22-6076221).

Questions about CHARLES LEVY FOUNDATION

What is the EIN of CHARLES LEVY FOUNDATION?
The employer identification number (EIN) of CHARLES LEVY FOUNDATION is 22-6076221.
Is CHARLES LEVY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to CHARLES LEVY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES LEVY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES LEVY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES LEVY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CHARLES LEVY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does CHARLES LEVY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,861, expenses of $16,872 and total assets of $84,365 at year end.

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