Nonprofit · EIN 94-2427692
THE LEVY FAMILY FOUNDATION
Tax-exempt · PIEDMONT, CA 94611
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,739 | $43,107 | $9,632 | $169,217 | $0 | $169,217 |
| December 31, 2024 | 990-PF | $76,308 | $24,019 | $52,289 | $159,585 | $0 | $159,585 |
| December 31, 2023 | 990-PF | $6,684 | $24,198 | -$17,514 | $107,296 | $0 | $107,296 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,726
- Net gain from sales of assets
- $44,013
Expenses
- Grants and similar amounts paid
- $42,000
- Disbursements for charitable purposes
- $43,000
- Excise tax on investment income
- $733
Balance sheet and other
- Total assets, start of year
- $159,585
- Total assets, end of year
- $169,217
- Total liabilities, end of year
- $0
- Net assets, end of year
- $169,217
- Fair market value of assets
- $373,359
- Qualifying distributions
- $43,000
- Net investment income
- $52,739
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 |
|---|---|---|---|
| LEONARD LEVY 3890 CLAY STREET, SAN FRANCISCO, CA 94118 | DIRECTOR | 1 | $0 |
| MATTHEW LEVY 445 Mountain Avenue, Piedmont, CA 94611 | DIRECTOR | 1 | $0 |
| CARRIE LEVY 445 Mountain Avenue, Piedmont, CA 94611 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD LEVY 3890 CLAY STREET, SAN FRANCISCO, CA 94118 | DIRECTOR | 1 | $0 |
| MATTHEW LEVY 445 Mountain Avenue, Piedmont, CA 94611 | DIRECTOR | 1 | $0 |
| CARRIE LEVY 445 Mountain Avenue, Piedmont, CA 94611 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD LEVY 3890 CLAY STREET, SAN FRANCISCO, CA 94118 | DIRECTOR | 1 | $0 |
| MATTHEW LEVY 445 Mountain Avenue, Piedmont, CA 94611 | DIRECTOR | 1 | $0 |
| CARRIE LEVY 445 Mountain Avenue, Piedmont, CA 94611 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 445 MOUNTAIN AVE, PIEDMONT, CA 94611-3509
- In care of
- % LEONARD J LEVY TRUSTEE
- Signed the 990-PF
- MATTHEW LEVY, DIRECTOR
- Phone
- (415) 602-6288
- Return prepared by
- BOL Global Inc CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2427692 or by the name THE LEVY 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 | 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
- 94-2427692
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $169,217
- Income (IRS master file)
- $95,446
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,739 | $43,107 | $169,217 | XML |
| 990-PF | December 2024 | $76,308 | $24,019 | $159,585 | XML |
| 990-PF | December 2023 | $6,684 | $24,198 | $107,296 | 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 94-2427692).
Questions about THE LEVY FAMILY FOUNDATION
- What is the EIN of THE LEVY FAMILY FOUNDATION?
- The employer identification number (EIN) of THE LEVY FAMILY FOUNDATION is 94-2427692.
- Is THE LEVY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to THE LEVY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LEVY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LEVY FAMILY FOUNDATION 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 THE LEVY FAMILY FOUNDATION 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 THE LEVY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE LEVY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,739, expenses of $43,107 and total assets of $169,217 at year end.
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