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Nonprofit · EIN 13-6133195

IRVING AND ESTELLE LEVY FOUNDATION

Tax-exempt · MELVILLE, NY 11747

Financials

$39K$25K2023$38K$24K2024$35K$30K2025
Revenue Expenses · by fiscal year end
Financials of IRVING AND ESTELLE LEVY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$35,487$30,279$5,208$569,398$0$569,398
December 31, 2024990-PF$37,696$23,746$13,950$564,132$0$564,132
December 31, 2023990-PF$38,850$24,511$14,339$544,963$0$544,963
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$14,160
Dividends
$21,730
Net gain from sales of assets
-$403

Expenses

Grants and similar amounts paid
$26,200
Disbursements for charitable purposes
$28,239
Excise tax on investment income
$274

Balance sheet and other

Total assets, start of year
$564,132
Total assets, end of year
$569,398
Total liabilities, end of year
$0
Net assets, end of year
$569,398
Fair market value of assets
$602,242
Qualifying distributions
$28,239
Net investment income
$21,730

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
Jerome R Klein
534 Broadhollow Road, Melville, NY 11747
President0$0
Francine Wittenberg Cashen
534 Broadhollow Road, Melville, NY 11747
Vice President0$0
Andrea Joseffer
534 Broadhollow Road, Melville, NY 11747
Treasurer0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Jerome R Klein
534 Broadhollow Road, Melville, NY 11747
President0$0
Francine Wittenberg Cashen
534 Broadhollow Road, Melville, NY 11747
Vice President0$0
Andrea Joseffer
534 Broadhollow Road, Melville, NY 11747
Treasurer0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Jerome R Klein
534 Broadhollow Road, Melville, NY 11747
President0$0
Francine Wittenberg Cashen
534 Broadhollow Road, Melville, NY 11747
Vice President0$0
Andrea Joseffer
534 Broadhollow Road, Melville, NY 11747
Treasurer0$0

Address and contacts

Address (IRS master file)
534 BROADHOLLOW RD STE 300, MELVILLE, NY 11747-3681
In care of
% SATTY LEVINE & CIACCO CPA PC
Signed the 990-PF
Jerome R Klein, President
Phone
(516) 338-9500
Return prepared by
Satty Levine & Ciacco CPAs PC

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
13-6133195
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
1947
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$569,398
Income (IRS master file)
$42,964

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$35,487$30,279$569,398XML
990-PFDecember 2024$37,696$23,746$564,132XML
990-PFDecember 2023$38,850$24,511$544,963XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 13-6133195).

Questions about IRVING AND ESTELLE LEVY FOUNDATION

What is the EIN of IRVING AND ESTELLE LEVY FOUNDATION?
The employer identification number (EIN) of IRVING AND ESTELLE LEVY FOUNDATION is 13-6133195.
Is IRVING AND ESTELLE LEVY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
Are donations to IRVING AND ESTELLE LEVY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does IRVING AND ESTELLE LEVY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of IRVING AND ESTELLE 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 IRVING AND ESTELLE 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 IRVING AND ESTELLE LEVY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does IRVING AND ESTELLE LEVY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,487, expenses of $30,279 and total assets of $569,398 at year end.

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