Nonprofit · EIN 47-7038614
ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR
Also known as THOMAS R AMLICKE TTEE
Tax-exempt · LOCUST VALLEY, NY 11560
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,623,948 | $7,199,982 | $1,423,966 | $89,828,882 | $0 | $89,828,882 |
| December 31, 2023 | 990-PF | $5,120,930 | $6,739,938 | -$1,619,008 | $86,138,584 | $0 | $86,138,584 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,268,087
- Interest
- $173
- Net gain from sales of assets
- $6,352,715
- Other income
- $2,973
Expenses
- Grants and similar amounts paid
- $5,873,000
- Compensation of officers, directors and key employees
- $289,442
- Disbursements for charitable purposes
- $5,873,000
- Excise tax on investment income
- $102,275
Balance sheet and other
- Total assets, start of year
- $86,138,584
- Total assets, end of year
- $89,828,882
- Total liabilities, end of year
- $0
- Net assets, end of year
- $89,828,882
- Fair market value of assets
- $108,125,097
- Qualifying distributions
- $5,873,000
- Net investment income
- $8,623,948
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 |
|---|---|---|---|
| Wendy McColgan 300 Forest Ave, Locust Valley, NY 11560 | Trustee | 40 | $144,721 |
| Thomas Amlicke 300 Forest Ave, Locust Valley, NY 11560 | Trustee | 35 | $144,721 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wendy McColgan 300 Forest Ave, Locust Valley, NY 11560 | Trustee | 40 | $110,475 |
| Thomas Amlicke 300 Forest Ave, Locust Valley, NY 11560 | Trustee | 35 | $110,475 |
Address and contacts
- Address (IRS master file)
- 330 FOREST AVENUE 202, LOCUST VALLEY, NY 11560-2122
- Signed the 990-PF
- Wendy McColgan, Trustee
- Phone
- (516) 671-1555
- Return prepared by
- Rivkin Radler LLP
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
- 47-7038614
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $89,828,882
- Income (IRS master file)
- $35,571,153
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,623,948 | $7,199,982 | $89,828,882 | XML |
| 990-PF | December 2023 | $5,120,930 | $6,739,938 | $86,138,584 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 47-7038614).
Questions about ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR
- What is the EIN of ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR?
- The employer identification number (EIN) of ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR is 47-7038614.
- Is ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR 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 ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR 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 ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $144,721 (Wendy McColgan, Trustee).
- How much revenue does ALEXANDER M LEWYT AND ELISABETH LEWYT WHOLLY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,623,948, expenses of $7,199,982 and total assets of $89,828,882 at year end.
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