Nonprofit · EIN 75-3011479
LIORA AND LEVY GERZBERG FAMILY FOUNDATION
Also known as GERZBERG LEVY
Tax-exempt · LOS ALTOS, CA 94023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $75,213 | $120,683 | -$45,470 | $1,404,973 | $23,037 | $1,381,936 |
| December 31, 2023 | 990-PF | $70,915 | $130,278 | -$59,363 | $1,454,954 | $42,342 | $1,412,612 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,319
- Dividends
- $39,289
- Net gain from sales of assets
- $34,605
Expenses
- Grants and similar amounts paid
- $79,462
- Disbursements for charitable purposes
- $79,462
- Excise tax on investment income
- $1,026
Balance sheet and other
- Total assets, start of year
- $1,454,954
- Total assets, end of year
- $1,404,973
- Total liabilities, end of year
- $23,037
- Net assets, end of year
- $1,381,936
- Fair market value of assets
- $1,765,151
- Qualifying distributions
- $79,462
- Net investment income
- $73,894
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 |
|---|---|---|---|
| LEVY GERZBERG PO BOX 1824, LOS ALTOS, CA 940231824 | President | 8 | $0 |
| LIORA GERZBERG PO BOX 1824, LOS ALTOS, CA 940231824 | CFO | 5 | $0 |
| SCOTT A ROSS 800 OAK GROVE AVE SUITE 250, MENLO PARK, CA 94025 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEVY GERZBERG PO BOX 1824, LOS ALTOS, CA 940231824 | President | 16 | $0 |
| LIORA GERZBERG PO BOX 1824, LOS ALTOS, CA 940231824 | CFO | 16 | $0 |
| SCOTT A ROSS 800 OAK GROVE AVE SUITE 250, MENLO PARK, CA 94025 | Secretary | 16 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1824, LOS ALTOS, CA 94023-1824
- Signed the 990-PF
- LEVY GERZBERG, President
- Phone
- (408) 887-1618
- Return prepared by
- MHTB Accountancy Group of Silicon Valley
California records
California keeps its own records of charities and corporations. Search them by EIN 75-3011479 or by the name LIORA AND LEVY GERZBERG FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 75-3011479
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,404,973
- Income (IRS master file)
- $577,691
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $75,213 | $120,683 | $1,404,973 | XML |
| 990-PF | December 2023 | $70,915 | $130,278 | $1,454,954 | 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 75-3011479).
Questions about LIORA AND LEVY GERZBERG FAMILY FOUNDATION
- What is the EIN of LIORA AND LEVY GERZBERG FAMILY FOUNDATION?
- The employer identification number (EIN) of LIORA AND LEVY GERZBERG FAMILY FOUNDATION is 75-3011479.
- Is LIORA AND LEVY GERZBERG FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LIORA AND LEVY GERZBERG FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIORA AND LEVY GERZBERG FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIORA AND LEVY GERZBERG 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 LIORA AND LEVY GERZBERG 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 LIORA AND LEVY GERZBERG FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does LIORA AND LEVY GERZBERG FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $75,213, expenses of $120,683 and total assets of $1,404,973 at year end.
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All nonprofits in LOS ALTOS · California · Philanthropy, voluntarism and grantmaking foundations