Nonprofit · EIN 20-0493842
DUANE & BETTY LEVY FAMILY FOUNDATION
Tax-exempt · NEWBURY PARK, CA 91320
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $5,601 | $16,128 | -$10,527 | $299,552 | $15,500 | $284,052 |
| June 30, 2024 | 990-PF | $31,721 | $35,467 | -$3,746 | $308,329 | $13,750 | $294,579 |
| June 30, 2023 | 990-PF | $30,635 | $30,500 | $135 | $305,825 | $7,500 | $298,325 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Interest
- $115
- Other income
- $5,486
Expenses
- Grants and similar amounts paid
- $16,000
- Disbursements for charitable purposes
- $16,000
- Excise tax on investment income
- $78
Balance sheet and other
- Total assets, start of year
- $308,329
- Total assets, end of year
- $299,552
- Total liabilities, end of year
- $15,500
- Net assets, end of year
- $284,052
- Fair market value of assets
- $299,552
- Qualifying distributions
- $16,000
- Net investment income
- $5,601
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETTY LEVY 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | President & CEO | 0.25 | $0 |
| KAY DARLENE SMITH 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | BOARD MEMBER | 0.25 | $0 |
| LESLIE MCWAID 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | BOARD MEMBER | 0.25 | $0 |
| SANDY LEVY 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | BOARD MEMBER | 0.25 | $0 |
| LINDA TUCKER 227 AIRLENE LANE, FATE, TX 75087 | BOARD MEMBER | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUANE LEVY 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | President, BRD | 0.25 | $0 |
| BETTY LEVY 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | SECY-TREA, BRD | 0.25 | $0 |
| KAY DARLENE SMITH 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | BOARD MEMBER | 0.25 | $0 |
| LESLIE MCWAID 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | BOARD MEMBER | 0.25 | $0 |
| SANDY LEVY 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | BOARD MEMBER | 0.25 | $0 |
| LINDA TUCKER 227 AIRLENE LANE, FATE, TX 75087 | BOARD MEMBER | 0.25 | $0 |
990-PF for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUANE LEVY 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | President, BRD | 0.25 | $0 |
| BETTY LEVY 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | SECY-TREA, BRD | 0.25 | $0 |
| KAY DARLENE SMITH 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | BOARD MEMBER | 0.25 | $0 |
| LESLIE MCWAID 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | BOARD MEMBER | 0.25 | $0 |
| SANDY LEVY 1026 ANTELOPE PLACE, THOUSAND OAKS, CA 91360 | BOARD MEMBER | 0.25 | $0 |
| LINDA TUCKER 227 AIRLENE LANE, FATE, TX 75087 | BOARD MEMBER | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 1026 ANTELOPE PL, NEWBURY PARK, CA 91320-5800
- In care of
- % CARL R WALDMAN
- Signed the 990-PF
- BETTY LEVY, President & CEO
- Phone
- (805) 498-8133
- Return prepared by
- Linda Tucker CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 20-0493842 or by the name DUANE & BETTY LEVY FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0493842
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $299,552
- Income (IRS master file)
- $5,601
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $5,601 | $16,128 | $299,552 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $31,721 | $35,467 | $308,329 | IRS |
| 990-PF | June 2023 | $30,635 | $30,500 | $305,825 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 20-0493842).
Questions about DUANE & BETTY LEVY FAMILY FOUNDATION
- What is the EIN of DUANE & BETTY LEVY FAMILY FOUNDATION?
- The employer identification number (EIN) of DUANE & BETTY LEVY FAMILY FOUNDATION is 20-0493842.
- Is DUANE & BETTY LEVY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to DUANE & BETTY LEVY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DUANE & BETTY LEVY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DUANE & BETTY LEVY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DUANE & BETTY LEVY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of DUANE & BETTY LEVY FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does DUANE & BETTY LEVY FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $5,601, expenses of $16,128 and total assets of $299,552 at year end.
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