Civic Intelligence

Levy Charitable Foundation Tr

990PF • Fiscal year 2023 • EIN 04-6860665

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-38%

Higher net margin than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.6%

Faster asset growth than 39% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-6.9%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$249,506

Down $12,161 (-4.6%) from 2022

Net Assets

Down

$249,506

Down $12,161 (-4.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin16th percentile

Revenue

Down

$32,277

Down $2,392 (-6.9%) from 2022

Expenses

Up

$44,438

Up $22,439 (+102%) from 2022

Net Income

Down

-$12,161

Down $24,831 (-196%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$249,506
Liabilities$0
Net Assets$249,506
Open 2023 Filing

Operations Trend

Revenue Growth36th 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

2023

Revenue$32,277
Expenses$44,438
Net Income-$12,161
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Gaines Deluca CPA LLC
Address
1191 CHESTNUT ST STE 2-6, NEWTON, MA 02464
Preparer
Allison Gaines
Phone
8572263837
Raw XML Appendix324 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/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt339770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt420345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56864
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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/StockNm4351 SHARES TWO HARBORS INVT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5241 SHARES WARNER BROS DISCOVERY INC
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07669
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012438
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012438
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012438
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012678
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0240
IRS990PF/DistributableAmountGrp/TotalTaxAmt0240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0257423
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0236645
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03861
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROBERTA MORSE LEVY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1175 NORTH BEACON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WATERTOWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102472
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042000
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/AppliedToCurrentYearAmt012438
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07462
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07462
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063974
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09115
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08244
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044135
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031697
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071436
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039739
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
TaxesSchedule/TaxesDetail/Amt0273
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFFREY W LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179243200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0923767906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GAINES DELUCA CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01191 CHESTNUT ST STE 2-6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002464
ReturnHeader/PreparerPersonGrp/PhoneNum08572263837
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON GAINES
ReturnHeader/ReturnTs02024-05-15T07:24:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEOFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$249,506
Liabilities
$0
Net assets
$249,506
Revenue
$32,277
Expenses
$44,438
Net income
-$12,161
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