Nonprofit · EIN 26-1556590
ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC
Tax-exempt · FT LAUDERDALE, FL 33301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $49,241 | $126,022 | -$76,781 | $1,507,453 | $0 | $1,507,453 |
| November 30, 2024 | 990-PF | $55,911 | $64,627 | -$8,716 | $1,584,234 | $0 | $1,584,234 |
| November 30, 2023 | 990-PF | -$20,160 | $67,859 | -$88,019 | $1,612,950 | $20,000 | $1,592,950 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $52,923
- Net gain from sales of assets
- -$3,682
Expenses
- Grants and similar amounts paid
- $109,512
- Disbursements for charitable purposes
- $111,224
- Excise tax on investment income
- $539
Balance sheet and other
- Total assets, start of year
- $1,584,234
- Total assets, end of year
- $1,507,453
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,507,453
- Fair market value of assets
- $2,361,466
- Qualifying distributions
- $111,224
- Net investment income
- $52,923
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marsha O Levy 75 Royal Palm Drive, Fort Lauderdale, FL 33301 | President | 10 | $0 |
| Eric L Levy 1890 Heritage Walk P-202, Alpharetta, GA 30004 | VP/Director | 5 | $0 |
| Hope L Evans 2925 4th Street, Boulder, CO 80304 | VP/Director | 5 | $0 |
| Bonnie L Schweiger 20287 Monteverdi Circle, Boca Raton, FL 33498 | VP/Director | 5 | $0 |
990-PF for the year ended November 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marsha O Levy 75 Royal Palm Drive, Fort Lauderdale, FL 33301 | President | 10 | $0 |
| Eric L Levy 1890 Heritage Walk P-202, Alpharetta, GA 30004 | VP/Director | 5 | $0 |
| Hope L Evans 7550 Brill Road, Cincinnati, OH 45243 | VP/Director | 5 | $0 |
| Bonnie L Schweiger 20287 Monteverdi Circle, Boca Raton, FL 33498 | VP/Director | 5 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marsha O Levy 75 Royal Palm Drive, Fort Lauderdale, FL 33301 | President | 10 | $0 |
| Eric L Levy 1890 Heritage Walk P-202, Alpharetta, GA 30004 | VP/Director | 5 | $0 |
| Hope L Evans 7550 Brill Road, Cincinnati, OH 45243 | VP/Director | 5 | $0 |
| Bonnie L Schweiger 20287 Monteverdi Circle, Boca Raton, FL 33498 | VP/Director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 75 ROYAL PALM DR, FT LAUDERDALE, FL 33301-1408
- Signed the 990-PF
- Marsha O Levy, President
- Phone
- (954) 328-4295
- Return prepared by
- BONNIE L SCHWEIGER CPA PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1556590
- 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
- 2008
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,507,453
- Income (IRS master file)
- $302,906
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $49,241 | $126,022 | $1,507,453 | XML |
| 990-PF | November 2024 | $55,911 | $64,627 | $1,584,234 | XML |
| 990-PF | November 2023 | -$20,160 | $67,859 | $1,612,950 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 26-1556590).
Questions about ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC
- What is the EIN of ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC is 26-1556590.
- Is ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ALAN AND MARSHA LEVY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $49,241, expenses of $126,022 and total assets of $1,507,453 at year end.
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