Nonprofit · EIN 88-6290880
DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION
Also known as GREGORY D GERLACH TTEE
Tax-exempt · PITTSBURGH, PA 15237
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $174,028 | $231,183 | -$57,155 | $4,331,064 | $10,290 | $4,320,774 |
| June 30, 2024 | 990-PF | $1,234,670 | $235,514 | $999,156 | $4,377,929 | $0 | $4,377,929 |
| June 30, 2023 | 990-PF | $3,380,359 | $1,586 | $3,378,773 | $3,378,773 | $0 | $3,378,773 |
| June 30, 2022 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $104,101
- Interest
- $6
- Net rental income
- $5,137
- Net gain from sales of assets
- $46,593
- Other income
- $400
Expenses
- Grants and similar amounts paid
- $128,500
- Compensation of officers, directors and key employees
- $42,000
- Disbursements for charitable purposes
- $128,500
- Excise tax on investment income
- $1,524
Balance sheet and other
- Total assets, start of year
- $4,377,929
- Total assets, end of year
- $4,331,064
- Total liabilities, end of year
- $10,290
- Net assets, end of year
- $4,320,774
- Fair market value of assets
- $4,661,507
- Qualifying distributions
- $128,500
- Net investment income
- $127,435
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM LEVIN 901 CHAMPLAIN PLACE, GIBSONIA, PA 15044 | TRUSTEE | 0 | $14,000 |
| LYNN RUBIN 779 MARIGOLD COURT, BRIDGEVILLE, PA 15017 | TRUSTEE | 0 | $14,000 |
| REBECCA LERMAN 3612 MCKNIGHT EAST DRIVE, PITTSBURGH, PA 15237 | TRUSTEE | 0 | $14,000 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM LEVIN 901 CHAMPLAIN PLACE, GIBSONIA, PA 15044 | TRUSTEE | 0 | $10,500 |
| LYNN RUBIN 779 MARIGOLD COURT, BRIDGEVILLE, PA 15017 | TRUSTEE | 0 | $10,500 |
| REBECCA LERMAN 3612 MCKNIGHT EAST DRIVE, PITTSBURGH, PA 15237 | TRUSTEE | 0 | $10,500 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Levin 901 Champlain Place, Gibsonia, PA 15044 | Trustee | 0 | $0 |
| Lynn Rubin 779 Marigold Court, Bridgeville, PA 15017 | Trustee | 0 | $0 |
| Rebecca Lerman 3612 McKnight East Drive, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
990-PF for the year ended June 30, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Levin 901 Champlain Place, Gibsonia, PA 15044 | Trustee | 0 | $0 |
| Lynn Rubin 779 Marigold Court, Bridgeville, PA 15017 | Trustee | 0 | $0 |
| Rebecca Lerman 3612 McKnight East Drive, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3612 MCKNIGHT EAST DR, PITTSBURGH, PA 15237-6400
- Signed the 990-PF
- REBECCA LERMAN, TRUSTEE
- Phone
- (412) 338-4965
- Return prepared by
- HILEMAN AND ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-6290880
- 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
- 2023
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,331,064
- Income (IRS master file)
- $840,768
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $174,028 | $231,183 | $4,331,064 | XML |
| 990-PF | June 2024 | $1,234,670 | $235,514 | $4,377,929 | IRS |
| 990-PF | June 2023 | $3,380,359 | $1,586 | $3,378,773 | XML |
| 990-PF | June 2022 | $0 | $0 | $0 | XML |
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 88-6290880).
Questions about DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION
- What is the EIN of DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION is 88-6290880.
- Is DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $14,000 (WILLIAM LEVIN, TRUSTEE).
- How much revenue does DAVID R AND FRANCES F LEVIN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $174,028, expenses of $231,183 and total assets of $4,331,064 at year end.
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