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Nonprofit · EIN 56-1904190

LEVINE-SKLUT FAMILY FOUNDATION

Tax-exempt · CHARLOTTE, NC 28209

Financials

$3.5M$1.6M2023$4.8M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of LEVINE-SKLUT FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,779,831$1,594,932$3,184,899$27,440,499$0$27,440,499
December 31, 2023990-PF$3,486,002$1,591,233$1,894,769$24,847,476$0$24,847,476
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,128,775
Dividends
$728,120
Interest
$165,430
Net gain from sales of assets
$725,543
Other income
$31,963

Expenses

Grants and similar amounts paid
$1,435,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,438,200
Excise tax on investment income
$21,280

Balance sheet and other

Total assets, start of year
$24,847,476
Total assets, end of year
$27,440,499
Total liabilities, end of year
$0
Net assets, end of year
$27,440,499
Fair market value of assets
$36,139,572
Qualifying distributions
$1,438,200
Net investment income
$1,647,664

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.

NameTitleHours / weekCompensation
LORI LEVINE SKLUT
4515 FOX BROOK LANE, CHARLOTTE, NC 28211
DIRECTOR1$0
ERIC R SKLUT
4515 FOX BROOK LANE, CHARLOTTE, NC 28211
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
LORI LEVINE SKLUT
4515 FOX BROOK LANE, CHARLOTTE, NC 28211
DIRECTOR1$0
ERIC R SKLUT
4515 FOX BROOK LANE, CHARLOTTE, NC 28211
DIRECTOR1$0

Address and contacts

Address (IRS master file)
4250 CONGRESS ST STE 175, CHARLOTTE, NC 28209-0038
In care of
% ERIC RIDENOUR COLONY FAMILY OFFIC
Signed the 990-PF
ERIC R SKLUT, DIRECTOR
Phone
(704) 285-7300
Return prepared by
ELLIOTT DAVIS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
56-1904190
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$27,440,499
Income (IRS master file)
$8,276,963

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,779,831$1,594,932$27,440,499IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$3,486,002$1,591,233$24,847,476XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 56-1904190).

Questions about LEVINE-SKLUT FAMILY FOUNDATION

What is the EIN of LEVINE-SKLUT FAMILY FOUNDATION?
The employer identification number (EIN) of LEVINE-SKLUT FAMILY FOUNDATION is 56-1904190.
Is LEVINE-SKLUT FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to LEVINE-SKLUT FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEVINE-SKLUT FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEVINE-SKLUT FAMILY 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 LEVINE-SKLUT FAMILY 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 LEVINE-SKLUT FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does LEVINE-SKLUT FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,779,831, expenses of $1,594,932 and total assets of $27,440,499 at year end.

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