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Nonprofit · EIN 22-6885462

LEWIS FAM TR

Also known as LEVY LARRY A TTEE

Tax-exempt · PALM BEACH, FL 33480

Financials

$892K$868K2025
Revenue Expenses · by fiscal year end
Financials of LEWIS FAM TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$892,390$867,767$24,623$10,702,751$0$10,702,751
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$275,718
Interest
$173,472
Net gain from sales of assets
$438,290
Other income
$4,910

Expenses

Grants and similar amounts paid
$677,000
Disbursements for charitable purposes
$677,000
Excise tax on investment income
$9,753

Balance sheet and other

Total assets, start of year
$10,678,128
Total assets, end of year
$10,702,751
Total liabilities, end of year
$0
Net assets, end of year
$10,702,751
Fair market value of assets
$14,695,805
Qualifying distributions
$677,000
Net investment income
$892,390

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
LARRY LEVY
170 NORTH OCEAN BOULEVARD STE 508, PALM BEACH, FL 33480
TRUSTEE5$73,144
WENDY LEVY
170 NORTH OCEAN BOULEVARD STE 508, PALM BEACH, FL 33480
TRUSTEE5$9,136

Address and contacts

Address (IRS master file)
170 N OCEAN BLVD APT 508, PALM BEACH, FL 33480-3938
In care of
% LARRY LEVY
Signed the 990-PF
LARRY LEVY, TRUSTEE
Phone
(201) 755-0886
Return prepared by
Mach & Associates 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 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
22-6885462
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,702,751
Income (IRS master file)
$3,103,971

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$587,837$890,394$10,593,343IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about LEWIS FAM TR

What is the EIN of LEWIS FAM TR?
The employer identification number (EIN) of LEWIS FAM TR is 22-6885462.
Is LEWIS FAM TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to LEWIS FAM TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEWIS FAM TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LEWIS FAM TR 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 LEWIS FAM TR 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 LEWIS FAM TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $73,144 (LARRY LEVY, TRUSTEE).
How much revenue does LEWIS FAM TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $892,390, expenses of $867,767 and total assets of $10,702,751 at year end.

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