Nonprofit · EIN 95-4381108
LEVY MARKUS FOUNDATION
Tax-exempt · BEVERLY HILLS, CA 90210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $111,939 | $140,600 | -$28,661 | $2,118,718 | $0 | $2,118,718 |
| July 31, 2024 | 990-PF | -$77,728 | $137,305 | -$215,033 | $2,147,379 | $0 | $2,147,379 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $16,095
- Dividends
- $59,635
- Interest
- $14,847
- Net gain from sales of assets
- $21,362
Expenses
- Grants and similar amounts paid
- $120,000
- Disbursements for charitable purposes
- $120,000
- Excise tax on investment income
- $1,075
Balance sheet and other
- Total assets, start of year
- $2,147,379
- Total assets, end of year
- $2,118,718
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,118,718
- Fair market value of assets
- $2,676,145
- Qualifying distributions
- $120,000
- Net investment income
- $95,844
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOPE LEVY-BIEHL 530 N PALM DRIVE, BEVERLY HILLS, CA 90210 | Vice President | 0 | $0 |
| MARK A LEVY 530 NORTH ELM DRIVE, BEVERLY HILLS, CA 90210 | Secretary/CFO | 0 | $0 |
| LEE M LEVY 2124 CHURCHILL CT, HIGHLAND PARK, IL 60035 | V/P /Asst Treas | 0 | $0 |
| BRIAN LEVY 530 N PALM DRIVE, BEVERLY HILLS, CA 90210 | Director | 0 | $0 |
| JENNIFER LEVY 530 NORTH ELM DRIVE, BEVERLY HILLS, CA 90210 | President | 0 | $0 |
| GERALD LUNN JR 1901 AVENUE OF THE STARS 675, LOS ANGELES, CA 90067 | Director | 0 | $0 |
990-PF for the year ended July 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOPE LEVY-BIEHL 530 N PALM DRIVE, BEVERLY HILLS, CA 90210 | Vice President | 0 | $0 |
| MARK A LEVY 530 NORTH ELM DRIVE, BEVERLY HILLS, CA 90210 | Secretary/CFO | 0 | $0 |
| LEE M LEVY 2124 CHURCHILL CT, HIGHLAND PARK, IL 60035 | V/P /Asst Treas | 0 | $0 |
| BRIAN LEVY 530 N PALM DRIVE, BEVERLY HILLS, CA 90210 | Director | 0 | $0 |
| JENNIFER LEVY 530 NORTH ELM DRIVE, BEVERLY HILLS, CA 90210 | President | 0 | $0 |
| GERALD LUNN JR 1901 AVENUE OF THE STARS 675, LOS ANGELES, CA 90067 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 502 N ELM DR, BEVERLY HILLS, CA 90210-3419
- In care of
- % RICHARD P GROLL
- Signed the 990-PF
- MARK LEVY, CFO
- Phone
- (310) 432-4030
- Return prepared by
- Gerber & Co LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4381108 or by the name LEVY MARKUS 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4381108
- 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
- 1991
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,118,718
- Income (IRS master file)
- $111,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $111,939 | $140,600 | $2,118,718 | XML |
| 990-PF | July 2024 | -$77,728 | $137,305 | $2,147,379 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 95-4381108).
Questions about LEVY MARKUS FOUNDATION
- What is the EIN of LEVY MARKUS FOUNDATION?
- The employer identification number (EIN) of LEVY MARKUS FOUNDATION is 95-4381108.
- Is LEVY MARKUS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to LEVY MARKUS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEVY MARKUS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEVY MARKUS FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEVY MARKUS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of LEVY MARKUS FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LEVY MARKUS FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $111,939, expenses of $140,600 and total assets of $2,118,718 at year end.
Other nonprofits in BEVERLY HILLS
- ACADEMY OF MOTION PICTURE ARTS & SCIENCES EIN 95-0473280 · last filed 990 for 2025
- THE AHMANSON FOUNDATION EIN 95-6089998 · last filed 990-PF for 2025
- KARSH FAMILY FOUNDATION EIN 13-7147287 · last filed 990-PF for 2026
- ACADEMY FOUNDATION EIN 95-2243698 · last filed 990 for 2025
- ACADEMY MUSEUM FOUNDATION EIN 20-2605026 · last filed 990 for 2025
- EDWARD CHARLES FOUNDATION EIN 26-4245043 · last filed 990 for 2025
- DIANE AND GUILFORD GLAZER FOUNDATION EIN 84-3205480 · last filed 990-PF for 2024
- LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION EIN 95-4051968 · last filed 990-PF for 2025