Civic Intelligence

Levy Charitable Foundation Tr

990PF • Fiscal year 2022 • EIN 04-6860665

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 26, 2023

Organization Profile
11 Oakcliff RoadWellesley, MA 02481-1411

(617) 924-3200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

82nd percentile

37%

Higher net margin than 82% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

59th percentile

3.7%

Faster asset growth than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

58%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$261,667

Up $9,415 (+3.7%) from 2021

Net Assets

Up

$261,667

Up $9,415 (+3.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin82nd percentile

Revenue

Up

$34,669

Up $12,716 (+58%) from 2021

Expenses

Up

$21,999

Up $2,503 (+13%) from 2021

Net Income

Up

$12,670

Up $10,213 (+416%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $120,783Liabilities 2011: $02011Assets 2012: $214,720Liabilities 2012: $02012Assets 2013: $196,020Liabilities 2013: $0Net Assets 2013: $196,0202013Assets 2014: $226,637Liabilities 2014: $0Net Assets 2014: $226,6372014Assets 2015: $233,122Liabilities 2015: $0Net Assets 2015: $233,1222015Assets 2016: $241,212Liabilities 2016: $0Net Assets 2016: $241,2122016Assets 2017: $244,870Liabilities 2017: $0Net Assets 2017: $244,8702017Assets 2018: $235,241Liabilities 2018: $0Net Assets 2018: $235,2412018Assets 2019: $245,414Liabilities 2019: $0Net Assets 2019: $245,4142019Assets 2020: $249,795Liabilities 2020: $0Net Assets 2020: $249,7952020Assets 2021: $252,252Liabilities 2021: $0Net Assets 2021: $252,2522021Assets 2022: $261,667Liabilities 2022: $0Net Assets 2022: $261,6672022Assets 2023: $249,506Liabilities 2023: $0Net Assets 2023: $249,5062023Assets 2024: $266,810Liabilities 2024: $0Net Assets 2024: $266,8102024

Highlighted filing

2022

Assets$261,667
Liabilities$0
Net Assets$261,667
Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $20,352Expenses 2011: $14,786Net Income 2011: $5,5662011Revenue 2012: $125,712Expenses 2012: $31,775Net Income 2012: $93,9372012Revenue 2013: $17,751Expenses 2013: $36,451Net Income 2013: -$18,7002013Revenue 2014: $49,814Expenses 2014: $19,197Net Income 2014: $30,6172014Revenue 2015: $25,611Expenses 2015: $19,126Net Income 2015: $6,4852015Revenue 2016: $25,337Expenses 2016: $17,247Net Income 2016: $8,0902016Revenue 2017: $32,429Expenses 2017: $28,771Net Income 2017: $3,6582017Revenue 2018: $10,375Expenses 2018: $20,004Net Income 2018: -$9,6292018Revenue 2019: $31,576Expenses 2019: $21,403Net Income 2019: $10,1732019Revenue 2020: $26,034Expenses 2020: $21,653Net Income 2020: $4,3812020Revenue 2021: $21,953Expenses 2021: $19,496Net Income 2021: $2,4572021Revenue 2022: $34,669Expenses 2022: $21,999Net Income 2022: $12,6702022Revenue 2023: $32,277Expenses 2023: $44,438Net Income 2023: -$12,1612023Revenue 2024: $37,864Expenses 2024: $20,560Net Income 2024: $17,3042024

Highlighted filing

2022

Revenue$34,669
Expenses$21,999
Net Income$12,670
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEOFFREY W LEVYTrustee-$0--
ROBERTA MORSE LEVYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Levy Charitable Foundation
EIN
04-6860665
Phone
6179243200
Address
11 OAKCLIFF ROAD, WELLESLEY, MA 02481-1411

Signing Officer

Name
Geoffrey W Levy
Title
Trustee
Phone
6179243200
Signed
2023-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
70 WELLS AVENUE SUITE 200, NEWTON, MA 02459
Preparer
Stephen E Bonder
Phone
6176410040
Raw XML Appendix340 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01838
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt093675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt339770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt420345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt097740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt160320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt218410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt338070
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm09,000 SHARES EATON VANCE TAX MANAGED DIVERSIFIED EQUITY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,000 SHARES NATIONAL GRID PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,000 SHARES AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31,000 SHARES ALERIAN MLP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,404 SHARES TWO HARBORS INVT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5241 SHARES WARNER BROS DISCOVERY INC
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt015000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06027
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt012670
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt025934
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013582
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021873
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034669
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01873
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01999
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012326
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MEDICAL PROPERTIES TRUST INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WARNER BROS DISCOVERY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013582
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012670
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03255
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0264922
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0252252
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0261667
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012513
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012786
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0273
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0252252
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt049649
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0209962
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03894
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERTA MORSE LEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06179243200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEOFFREY W LEVY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROBERTA MORSE LEVY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER ENTITY'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER ENTITY'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMBINED JEWISH PHILANTHROPIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PERKINS SCHOOL FOR THE BLIND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1175 NORTH BEACON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WATERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102472
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012513
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039739
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09115
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07462
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021873
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09360
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056134
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046774
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0GEOFFREY W LEVY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011 OAKCLIFF ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WELLESLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002181
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03255
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
TaxesSchedule/TaxesDetail/Amt096
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFFREY W LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179243200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEVY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEVY
ReturnHeader/Filer/EIN0046860665
ReturnHeader/Filer/PhoneNum06179243200
ReturnHeader/Filer/USAddress/AddressLine1Txt011 OAKCLIFF ROAD
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024811411
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 WELLS AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002459
ReturnHeader/PreparerPersonGrp/PhoneNum06176410040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN E BONDER
ReturnHeader/ReturnTs02023-05-01T09:40:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEOFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,667
Liabilities
$0
Net assets
$261,667
Revenue
$34,669
Expenses
$21,999
Net income
$12,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.38$0.21$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.32$0.44$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.35$0.22$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.22$0.19$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.26$0.22$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.32$0.21$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.10$0.20$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.32$0.29$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.25$0.17$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.26$0.19$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.50$0.19$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.18$0.36$0.19
2012Summary only. Only limited summary data is available for this year.$2.15$0.00$1.26$0.32$0.94
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$0.20$0.15$0.06
Peer Organizations

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