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Nonprofit · EIN 39-6045321

IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC

Tax-exempt · MADISON, WI 53707

Financials

$1.1M$877K2023$1.4M$6.3M2024$1.2M$5.8M2025
Revenue Expenses · by fiscal year end
Financials of IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,244,282$5,837,364-$4,593,082$10,007,610$35,000$9,972,610
December 31, 2024990-PF$1,414,499$6,333,286-$4,918,787$14,565,692$0$14,565,692
December 31, 2023990-PF$1,081,670$877,468$204,202$19,484,479$0$19,484,479
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$775,176
Net gain from sales of assets
$469,106

Expenses

Grants and similar amounts paid
$5,805,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$5,805,000
Excise tax on investment income
$16,846

Balance sheet and other

Total assets, start of year
$14,565,692
Total assets, end of year
$10,007,610
Total liabilities, end of year
$35,000
Net assets, end of year
$9,972,610
Fair market value of assets
$22,650,228
Qualifying distributions
$5,805,000
Net investment income
$1,244,282

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
MARVIN J LEVY
PO BOX 7725, MADISON, WI 53707
TREASURER1$0
JEFFREY C LEVY
PO BOX 7725, MADISON, WI 53707
SECRETARY1$0
JACOB R PETERS
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
DIRECTOR1$0
ERIC HATCHELL
PO BOX 7725, MADISON, WI 53707
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
MARVIN J LEVY
PO BOX 7725, MADISON, WI 53707
TREASURER1$0
JEFFREY C LEVY
PO BOX 7725, MADISON, WI 53707
SECRETARY1$0
JACOB R PETERS
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
DIRECTOR1$0
ROBERTA HOWELL
PO BOX 7725, MADISON, WI 53707
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MARVIN J LEVY
PO BOX 7725, MADISON, WI 53707
TREASURER1$0
JEFFREY C LEVY
PO BOX 7725, MADISON, WI 53707
SECRETARY1$0
JACOB R PETERS
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
DIRECTOR1$0
ROBERTA HOWELL
PO BOX 7725, MADISON, WI 53707
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 7725, MADISON, WI 53707-7725
Signed the 990-PF
MARV LEVY, TREASURER
Phone
(608) 222-9177
Return prepared by
SVA CERTIFIED PUBLIC ACCTS SC

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
39-6045321
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
1963
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,007,610
Income (IRS master file)
$5,772,539

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,244,282$5,837,364$10,007,610XML
990-PFDecember 2024$1,414,499$6,333,286$14,565,692IRS
990-PFDecember 2023$1,081,670$877,468$19,484,479XML
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 39-6045321).

Questions about IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC

What is the EIN of IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC?
The employer identification number (EIN) of IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC is 39-6045321.
Is IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC 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 IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC 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 IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does IRVING AND DOROTHY LEVY FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,244,282, expenses of $5,837,364 and total assets of $10,007,610 at year end.

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