Nonprofit · EIN 37-6760876
JOHN AND SALLY LEVY FAM FOUNDATION
Also known as JOHN DAVID LEVY JR ETAL TTEE
Tax-exempt · SAINT LOUIS, MO 63105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $151,001 | $193,887 | -$42,886 | $4,046,081 | $0 | $4,046,081 |
| December 31, 2024 | 990-PF | $141,294 | $202,747 | -$61,453 | $3,647,679 | $0 | $3,647,679 |
| December 31, 2023 | 990-PF | $99,914 | $161,865 | -$61,951 | $3,526,711 | $0 | $3,526,711 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $94,355
- Interest
- $24,978
- Net gain from sales of assets
- $31,668
Expenses
- Grants and similar amounts paid
- $173,286
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $174,231
- Excise tax on investment income
- $1,934
Balance sheet and other
- Total assets, start of year
- $3,647,679
- Total assets, end of year
- $4,046,081
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,046,081
- Fair market value of assets
- $4,046,081
- Qualifying distributions
- $174,231
- Net investment income
- $143,059
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DAVID LEVY JR 7651 CLAYTON RD APT 11401, ST LOUIS, MO 63117 | TRUSTEE | 1 | $0 |
| MONT S LEVY 224 LANCASTER DR, ST LOUIS, MO 63105 | TRUSTEE | 1 | $0 |
| DIANE LEVY JACOBSON 4300 WEST RIVER PARKWAY, MINNEAPOLIS, MN 55406 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DAVID LEVY JR 7651 CLAYTON RD APT 11401, ST LOUIS, MO 63117 | TRUSTEE | 1 | $0 |
| MONT S LEVY 224 LANCASTER DR, ST LOUIS, MO 63105 | TRUSTEE | 1 | $0 |
| DIANE LEVY JACOBSON 623 LINCOLN STREET, ST PAUL, MN 55105 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DAVID LEVY JR 7651 CLAYTON RD APT 11401, ST LOUIS, MO 63117 | TRUSTEE | 1 | $0 |
| MONT S LEVY 224 LANCASTER DR, ST LOUIS, MO 63105 | TRUSTEE | 1 | $0 |
| DIANE LEVY JACOBSON 623 LINCOLN STREET, ST PAUL, MN 55105 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 224 LANCASTER DR, SAINT LOUIS, MO 63105-3634
- In care of
- % ANNE H JUMP - BRYAN CAVE ETAL
- Signed the 990-PF
- MONT S LEVY, TRUSTEE
- Phone
- (314) 727-7064
- Return prepared by
- RUBINBROWN LLP
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 | 990-PF 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
- 37-6760876
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,046,081
- Income (IRS master file)
- $315,188
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $151,001 | $193,887 | $4,046,081 | XML |
| 990-PF | December 2024 | $141,294 | $202,747 | $3,647,679 | IRS |
| 990-PF | December 2023 | $99,914 | $161,865 | $3,526,711 | XML |
| 990-PF | December 2022 | – | – | – | 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 37-6760876).
Questions about JOHN AND SALLY LEVY FAM FOUNDATION
- What is the EIN of JOHN AND SALLY LEVY FAM FOUNDATION?
- The employer identification number (EIN) of JOHN AND SALLY LEVY FAM FOUNDATION is 37-6760876.
- Is JOHN AND SALLY LEVY FAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Which annual return does JOHN AND SALLY LEVY FAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND SALLY LEVY FAM 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 JOHN AND SALLY LEVY FAM 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 JOHN AND SALLY LEVY FAM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOHN AND SALLY LEVY FAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $151,001, expenses of $193,887 and total assets of $4,046,081 at year end.
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