Nonprofit · EIN 81-4020878
MEYER LEVY CHARITABLE TRUST
Tax-exempt · AUSTIN, TX 78716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $204,487 | $292,506 | -$88,019 | $3,585,585 | $0 | $3,585,585 |
| December 31, 2024 | 990-PF | $226,020 | $292,635 | -$66,615 | $3,673,603 | $0 | $3,673,603 |
| December 31, 2023 | 990-PF | $162,005 | $286,639 | -$124,634 | $3,740,218 | $0 | $3,740,218 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $141,454
- Interest
- $1,804
- Net gain from sales of assets
- $61,229
Expenses
- Grants and similar amounts paid
- $185,500
- Compensation of officers, directors and key employees
- $54,738
- Salaries, compensation and benefits (total)
- $41,200
- Disbursements for charitable purposes
- $274,919
- Excise tax on investment income
- $2,622
Balance sheet and other
- Total assets, start of year
- $3,673,603
- Total assets, end of year
- $3,585,585
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,585,585
- Fair market value of assets
- $5,363,457
- Qualifying distributions
- $274,919
- Net investment income
- $204,487
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN TRUST COMPANY 336 S CONGRESS AVE STE 100, AUSTIN, TX 78704 | PROFESSIONAL TRUSTEE | 0.5 | $43,190 |
| MICHAEL R LEVY PO BOX 146, AUSTIN, TX 78767 | FAMILY TRUSTEE | 0.5 | $11,548 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN TRUST COMPANY 336 S CONGRESS AVE STE 100, AUSTIN, TX 78704 | PROFESSIONAL TRUSTEE | 0.5 | $37,960 |
| MICHAEL R LEVY PO BOX 146, AUSTIN, TX 78767 | FAMILY TRUSTEE | 0.5 | $11,548 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN TRUST COMPANY 336 S CONGRESS AVE STE 100, AUSTIN, TX 78704 | PROFESSIONAL TRUSTEE | 0.5 | $31,695 |
| MICHAEL R LEVY PO BOX 146, AUSTIN, TX 78767 | FAMILY TRUSTEE | 0.5 | $11,548 |
Address and contacts
- Address (IRS master file)
- PO BOX 162290, AUSTIN, TX 78716-2290
- In care of
- % AUSTIN TRUS
- Signed the 990-PF
- HOLLY GARCIA SVP AUSTIN TRUST CO, PROFESSIONAL TRUSTEE
- Phone
- (512) 478-2121
- Return prepared by
- CHERRY BEKAERT 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 81-4020878
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,585,585
- Income (IRS master file)
- $329,307
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $204,487 | $292,506 | $3,585,585 | IRS |
| 990-PF | December 2024 | $226,020 | $292,635 | $3,673,603 | XML |
| 990-PF | December 2023 | $162,005 | $286,639 | $3,740,218 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 81-4020878).
Questions about MEYER LEVY CHARITABLE TRUST
- What is the EIN of MEYER LEVY CHARITABLE TRUST?
- The employer identification number (EIN) of MEYER LEVY CHARITABLE TRUST is 81-4020878.
- Is MEYER LEVY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to MEYER LEVY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MEYER LEVY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MEYER LEVY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MEYER LEVY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MEYER LEVY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $43,190 (AUSTIN TRUST COMPANY, PROFESSIONAL TRUSTEE).
- How much revenue does MEYER LEVY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $204,487, expenses of $292,506 and total assets of $3,585,585 at year end.
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