Nonprofit · EIN 22-6480716
SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST
Also known as LEVY SHIRLEY STEVEN JOHN TTEE
Tax-exempt · FRAMINGHAM, MA 01701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,687,910 | $1,406,582 | $6,281,328 | $8,920,650 | $0 | $8,920,650 |
| December 31, 2023 | 990-PF | $1,461,925 | $1,381,706 | $80,219 | $2,639,322 | $0 | $2,639,322 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,831,403
- Dividends
- $264,525
- Interest
- $2,241
- Net gain from sales of assets
- $1,589,632
- Other income
- $109
Expenses
- Grants and similar amounts paid
- $1,395,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,395,000
- Excise tax on investment income
- $25,795
Balance sheet and other
- Total assets, start of year
- $2,639,322
- Total assets, end of year
- $8,920,650
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,920,650
- Fair market value of assets
- $20,608,426
- Qualifying distributions
- $1,395,000
- Net investment income
- $1,856,382
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN F LEVY 6923 GREENTREE DRIVE, NAPLES, FL 34108 | TRUSTEE | 1 | $0 |
| STEVEN LEVY 150 NORTH OCEAN BLVD APT 301, PALM BEACH, FL 33480 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN F LEVY 6923 GREENTREE DRIVE, NAPLES, FL 34108 | TRUSTEE | 1 | $0 |
| STEVEN LEVY 3001 SE ISLAND PT LANE SAILFISH PT, UNIT 12, STUART, FL 34996 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9175, FRAMINGHAM, MA 01701-9175
- Signed the 990-PF
- JOHN LEVY, TRUSTEE
- Phone
- (508) 390-2318
- Return prepared by
- CBIZ 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6480716
- 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
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,920,650
- Income (IRS master file)
- $7,693,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,687,910 | $1,406,582 | $8,920,650 | XML |
| 990-PF | December 2023 | $1,461,925 | $1,381,706 | $2,639,322 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 22-6480716).
Questions about SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST
- What is the EIN of SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST is 22-6480716.
- Is SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,687,910, expenses of $1,406,582 and total assets of $8,920,650 at year end.
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