Nonprofit · EIN 54-1991015
J PRESTON LEVIS CHARITABLE FOUNDATION
Tax-exempt · MIDDLEBURG, VA 20118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $18,955 | $44,875 | -$25,920 | $397,782 | $0 | $397,782 |
| December 31, 2023 | 990-PF | $30,867 | $36,590 | -$5,723 | $423,702 | $0 | $423,702 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $7,020
- Net gain from sales of assets
- $11,935
Expenses
- Grants and similar amounts paid
- $40,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $42,270
- Excise tax on investment income
- $227
Balance sheet and other
- Total assets, start of year
- $423,702
- Total assets, end of year
- $397,782
- Total liabilities, end of year
- $0
- Net assets, end of year
- $397,782
- Fair market value of assets
- $509,907
- Qualifying distributions
- $42,270
- Net investment income
- $18,955
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 |
|---|---|---|---|
| MARGOT L THOMPSON 75 SALTER ST, PORTSMOUTH, NH 03801 | PRESIDENT | 1 | $0 |
| JUDITH D WASHBURN PO BOX 27, MIDDLEBURG, VA 20118 | DIRECTOR | 1 | $0 |
| HELEN C WILEY PO BOX 1141, MIDDLEBURG, VA 20118 | SECRETARY & TREASURER | 1 | $0 |
| CHARLES P THOMPSON PO BOX 1244, KAMAS, UT 84036 | DIRECTOR | 1 | $0 |
| JOHN S LEVIS 26 UNION PARK 4, BOSTON, MA 02118 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGOT L THOMPSON 75 SALTER ST, PORTSMOUTH, NH 03801 | PRESIDENT | 1 | $0 |
| JUDY WASHBURN PO BOX 27, MIDDLEBURG, VA 20118 | DIRECTOR | 1 | $0 |
| HELEN C WILEY PO BOX 1141, MIDDLEBURG, VA 20118 | SECRETARY & TREASURER | 1 | $0 |
| CHARLES P THOMPSON PO BOX 1244, KAMAS, UT 84036 | DIRECTOR | 1 | $0 |
| JOHN S LEVIS 121 COMMONWEALTH AVE 6, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| BLAIR T BRUNING 93 TAYLOR LANE, HARRISON, NY 10528 | DIRECTOR | 1 | $0 |
| PARKMAN H LEVIS 73 RUTLAND STREET 2, BOSTON, MA 02118 | DIRECTOR | 1 | $0 |
| PRESTON THOMPSON 3 PINNACLE DRIVE, EAST WALPOLE, MA 02032 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1256, MIDDLEBURG, VA 20118-1256
- Signed the 990-PF
- HELEN WILEY, SECRETARY & TREASURER
- Phone
- (540) 687-5012
- Return prepared by
- YOUNT HYDE & BARBOUR 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 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
- 54-1991015
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $397,782
- Income (IRS master file)
- $135,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $18,955 | $44,875 | $397,782 | IRS |
| 990-PF | December 2023 | $30,867 | $36,590 | $423,702 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 54-1991015).
Questions about J PRESTON LEVIS CHARITABLE FOUNDATION
- What is the EIN of J PRESTON LEVIS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of J PRESTON LEVIS CHARITABLE FOUNDATION is 54-1991015.
- Is J PRESTON LEVIS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to J PRESTON LEVIS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J PRESTON LEVIS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J PRESTON LEVIS CHARITABLE 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 J PRESTON LEVIS CHARITABLE 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 J PRESTON LEVIS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does J PRESTON LEVIS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $18,955, expenses of $44,875 and total assets of $397,782 at year end.
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