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Nonprofit · EIN 59-3614021

FRANCIS AND GERTRUDE LEVETT FOUNDATION

Tax-exempt · ST PETERSBURG, FL 33733

Financials

$775K$1.9M2022$2.7M$1.8M2023$1.7M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of FRANCIS AND GERTRUDE LEVETT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$1,691,847$1,692,726-$879$28,304,135$0$28,304,135
November 30, 2024990-PF$2,723,527$1,782,773$940,754$28,305,014$0$28,305,014
November 30, 2023990-PF$774,822$1,941,562-$1,166,740$27,364,260$0$27,364,260
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$872,595
Net rental income
$214,919
Net gain from sales of assets
$540,514
Other income
$6,893

Expenses

Grants and similar amounts paid
$1,237,146
Compensation of officers, directors and key employees
$311,101
Disbursements for charitable purposes
$1,433,673
Excise tax on investment income
$19,820

Balance sheet and other

Total assets, start of year
$28,305,014
Total assets, end of year
$28,304,135
Total liabilities, end of year
$0
Net assets, end of year
$28,304,135
Fair market value of assets
$34,726,519
Qualifying distributions
$1,433,673
Net investment income
$1,684,954

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
HANCOCK WHITNEY TRUST COMPANY
101 CENTRAL AVENUE, ST PETERSBURG, FL 33701
CO TRUSTEE20$242,926
PATRICIA ROTH
3300 1ST STREET, OCEANSIDE, NY 11572
CO TRUSTEE3$38,775
ROBERT H WILLIS JR
PO BOX 30, ST PETERSBURG, FL 33731
CO TRUSTEE3$29,400
990-PF for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
SABAL TRUST COMPANY
101 CENTRAL AVENUE, SAINT PETERSBURG, FL 33701
CO TRUSTEE20$237,001
PATRICIA ROTH
3300 1ST STREET, OCEANSIDE, NY 115725208
CO TRUSTEE3$38,456
ROBERT H WILLIS JR
PO BOX 30, SAINT PETERSBURG, FL 33731
CO TRUSTEE3$38,456
990-PF for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
SABAL TRUST COMPANY
101 CENTRAL AVENUE, SAINT PETERSBURG, FL 33701
CO TRUSTEE20$230,937
PATRICIA ROTH
3300 1ST STREET, OCEANSIDE, NY 115725208
CO TRUSTEE3$37,500
ROBERT H WILLIS JR
PO BOX 30, SAINT PETERSBURG, FL 33731
CO TRUSTEE3$37,500

Address and contacts

Address (IRS master file)
PO BOX 16508, ST PETERSBURG, FL 33733-6508
Signed the 990-PF
HANCOCK WHITNEY TRUST COMPANY, CO TRUSTEE
Phone
(727) 824-8716
Return prepared by
CROWN & COMPANY CPAS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
59-3614021
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
November
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$28,304,135
Income (IRS master file)
$7,503,908

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$1,691,847$1,692,726$28,304,135IRS
990-PFNovember 2024$2,723,527$1,782,773$28,305,014XML
990-PFNovember 2023$774,822$1,941,562$27,364,260XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 59-3614021).

Questions about FRANCIS AND GERTRUDE LEVETT FOUNDATION

What is the EIN of FRANCIS AND GERTRUDE LEVETT FOUNDATION?
The employer identification number (EIN) of FRANCIS AND GERTRUDE LEVETT FOUNDATION is 59-3614021.
Is FRANCIS AND GERTRUDE LEVETT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to FRANCIS AND GERTRUDE LEVETT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANCIS AND GERTRUDE LEVETT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANCIS AND GERTRUDE LEVETT FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRANCIS AND GERTRUDE LEVETT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of FRANCIS AND GERTRUDE LEVETT FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $242,926 (HANCOCK WHITNEY TRUST COMPANY, CO TRUSTEE).
How much revenue does FRANCIS AND GERTRUDE LEVETT FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,691,847, expenses of $1,692,726 and total assets of $28,304,135 at year end.

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