Nonprofit · EIN 82-4208362
LEVY GIVING FUND INC
Tax-exempt · WAUNAKEE, WI 53597
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,289,088 | $146,286 | $1,142,802 | $1,763,779 | $0 | $1,763,779 |
| December 31, 2024 | 990 | $228,924 | $134,665 | $94,259 | $620,977 | $0 | $620,977 |
| December 31, 2023 | 990 | $197,685 | $120,846 | $76,839 | $526,718 | $0 | $526,718 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,242,158
- Program service revenue
- $0
- Investment income
- $46,930
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $138,636
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $2,683
- Program services (functional)
- $146,286
Balance sheet and other
- Total assets, start of year
- $620,977
- Total assets, end of year
- $1,763,779
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,763,779
- Net assets without donor restrictions
- $1,763,779
- Gross receipts
- $1,289,088
- Employees
- 0
- Volunteers
- 18
- Year formed
- 2017
- State of legal domicile
- WI
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Sims | Board Member Trustee or director | 4 | $0 |
| Cheryl Burns | Board Member Trustee or director | 6 | $0 |
| Cyndi Kennedy | Board Member Trustee or director | 5 | $0 |
| Christy Roberts | Board Member Trustee or director | 2 | $0 |
| Lisa Loichinger | Board Member Trustee or director | 3 | $0 |
| Molly Graham | Board Member Trustee or director | 8 | $0 |
| Cherie Levy | President Trustee or director, Key employee | 40 | $0 |
| Madison Keller | Secretary Trustee or director | 15 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Sims | Board Member Trustee or director | 4 | $0 |
| Cheryl Burns | Board Member Trustee or director | 6 | $0 |
| Cyndi Kennedy | Board Member Trustee or director | 5 | $0 |
| Christy Roberts | Board Member Trustee or director | 2 | $0 |
| Lisa Loichinger | Board Member Trustee or director | 4 | $0 |
| Molly Graham | Board Member Trustee or director | 8 | $0 |
| Cherie Levy | President Officer | 40 | $0 |
| Madison Keller | Secretary Officer | 15 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Sims | Board Member Trustee or director | 4 | $0 |
| Cheryl Burns | Board Member Trustee or director | 6 | $0 |
| Cyndi Kennedy | Board Member Trustee or director | 4 | $0 |
| Christy Roberts | Board Member Trustee or director | 4 | $0 |
| Lisa Loichinger | Board Member Trustee or director | 4 | $0 |
| Molly Graham | Board Member Trustee or director | 8 | $0 |
| Cherie Levy | President Officer | 40 | $0 |
| Madison Keller | Secretary Officer | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 4960 BORCHERS BEACH RD, WAUNAKEE, WI 53597-9174
- Principal officer (990 for 2025)
- Cherie A Levy, 4960 Borchers Beach Road, Waunakee, WI 53597
- Signed the 990
- Cherie Levy, Founder/President
- Phone
- (608) 233-7525
- Website
- www.levygivingfund.com
Mission
Provide funds, goods and support to local/community non-profits.
Program accomplishments
- Create awareness and collect and distribute funds to local 501 (c) 3 charities to meet their needs. Included are Ronald McDonald House Charities of Madison, American Family Children's Hospital, Heartland Farm Sanctuary, Gilda's Club of Madison, Gio's Garden, Glowing Smiles, Czar's Promise, DAIS, MOMs, Goodman Community Center, US Pain Foundation, St. Judes Hospital, and Madison Reading Project.Expenses $103,388 · grants $99,536
- Create awareness and collect goods/items/supplies to distribute and deliver to local charities.Expenses $40,689 · grants $39,100
- Organize volunteers to assist charities to deliver on their program services goals.Expenses $2,209
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-4208362
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S12)
- Assets (IRS master file)
- $1,763,779
- Income (IRS master file)
- $1,289,088
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,289,088 | $146,286 | $1,763,779 | IRS |
| 990 | December 2024 | $228,924 | $134,665 | $620,977 | IRS |
| 990 | December 2023 | $197,685 | $120,846 | $526,718 | IRS |
| 990 | December 2022 | $321,817 | $89,259 | $449,879 | IRS |
| 990-EZ | December 2021 | – | – | – | 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 82-4208362).
Questions about LEVY GIVING FUND INC
- What is the EIN of LEVY GIVING FUND INC?
- The employer identification number (EIN) of LEVY GIVING FUND INC is 82-4208362.
- Is LEVY GIVING FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to LEVY GIVING FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEVY GIVING FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEVY GIVING FUND INC 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 LEVY GIVING FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LEVY GIVING FUND INC?
- The 990 for the year ended December 31, 2025 names Cherie A Levy.
- Who are the officers and directors of LEVY GIVING FUND INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does LEVY GIVING FUND INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,289,088, expenses of $146,286 and total assets of $1,763,779 at year end.
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