Nonprofit · EIN 30-6085406
LEON LEVY FOUNDATION
Also known as WHITE SHELBY ET AL TTEE
Tax-exempt · NEW YORK, NY 10020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $46,558,890 | $42,586,586 | $3,972,304 | $490,716,440 | $79,753,127 | $410,963,313 |
| December 31, 2023 | 990-PF | $55,825,295 | $44,531,390 | $11,293,905 | $495,872,625 | $84,535,250 | $411,337,375 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,150,832
- Interest
- $46
- Net gain from sales of assets
- $36,980,859
- Other income
- $5,427,153
Expenses
- Grants and similar amounts paid
- $34,179,084
- Compensation of officers, directors and key employees
- $400,000
- Salaries, compensation and benefits (total)
- $963,843
- Disbursements for charitable purposes
- $41,591,931
- Excise tax on investment income
- $586,717
Balance sheet and other
- Total assets, start of year
- $495,872,625
- Total assets, end of year
- $490,716,440
- Total liabilities, end of year
- $79,753,127
- Net assets, end of year
- $410,963,313
- Fair market value of assets
- $490,716,440
- Qualifying distributions
- $41,591,931
- Net investment income
- $45,976,009
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEREDITH ROSS ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | PRESIDENT | 40 | $400,000 | $138,712 |
| JUSTINE KOCH ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $226,840 | $114,490 |
| JENNIFER ELLIS ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | SR. PROGRAM OFFICER Highest-paid employee | 40 | $192,814 | $93,226 |
| GLENN LITTLE ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | ADMIN COORDINATOR Highest-paid employee | 40 | $127,743 | $85,217 |
| MIRSAD KOJASEVIC ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | MANAGER Highest-paid employee | 40 | $116,865 | $76,578 |
| GABRIELLE SHORR ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | GRANTS MANAGER Highest-paid employee | 40 | $102,000 | $62,344 |
| JOHN BERNSTEIN ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | TRUSTEE | 15 | $0 | $0 |
| SHELBY WHITE ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | TRUSTEE | 25 | $0 | $0 |
| TRACY WHITE ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | TRUSTEE | 15 | $0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEREDITH ROSS ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | PRESIDENT | 40 | $371,000 | $138,202 |
| JUSTINE KOCH ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $212,000 | $115,927 |
| JENNIFER ELLIS ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | PROGRAM OFFICER Highest-paid employee | 40 | $180,200 | $96,649 |
| MIRSAD KOJASEVIC ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | MANAGER Highest-paid employee | 40 | $116,300 | $82,331 |
| GLENN LITTLE ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | ADMIN COORDINATOR Highest-paid employee | 40 | $97,850 | $87,892 |
| ELIZABETH MOYNIHAN ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | TRUSTEE | 15 | $84,249 | $0 |
| GABRIELLE SHORR ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | GRANTS MANAGER Highest-paid employee | 40 | $75,971 | $43,122 |
| JOHN BERNSTEIN ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | TRUSTEE | 15 | $0 | $0 |
| SHELBY WHITE ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | TRUSTEE | 25 | $0 | $0 |
| TRACY WHITE ONE ROCKEFELLER PLAZA 19TH FLOOR, NEW YORK, NY 10020 | TRUSTEE | 15 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- ONE ROCKEFELLER PLAZA 19 FL, NEW YORK, NY 10020-2003
- In care of
- % ELIZABETH MOYNIHAN
- Signed the 990-PF
- MEREDITH ROSS, PRESIDENT
- Phone
- (212) 455-6270
- Return prepared by
- COHNREZNICK ADVISORY LLC
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 | Not 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
- 30-6085406
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $490,716,440
- Income (IRS master file)
- $147,389,462
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $46,558,890 | $42,586,586 | $490,716,440 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $55,825,295 | $44,531,390 | $495,872,625 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 30-6085406).
Questions about LEON LEVY FOUNDATION
- What is the EIN of LEON LEVY FOUNDATION?
- The employer identification number (EIN) of LEON LEVY FOUNDATION is 30-6085406.
- Is LEON LEVY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to LEON LEVY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEON LEVY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEON LEVY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEON LEVY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LEON LEVY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 6 received compensation from the organization, the highest $400,000 (MEREDITH ROSS, PRESIDENT).
- How much revenue does LEON LEVY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $46,558,890, expenses of $42,586,586 and total assets of $490,716,440 at year end.
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