Civic Intelligence

Edward & Karen Levene Char Found Trust

EIN 16-6283714 • Dorset, VT

543 Lower Hollow RdDorset, VT 05251
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Asset Growth

100th percentile

15003%

Faster asset growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

1403718%

Faster revenue growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,869,736

Up $1,857,356 (+15003%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,869,736

Up $1,857,356 (+15003%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

Up

$3,046,284

Up $3,046,067 (+1403718%) from 2023

Expenses

Down

$739

Down $345 (-32%) from 2023

Net Income

Up

$3,045,545

Up $3,046,412 (+351374%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $69,917Liabilities 2011: $02011Assets 2012: $51,813Liabilities 2012: $02012Assets 2013: $29,435Liabilities 2013: $02013Assets 2014: $22,013Liabilities 2014: $02014Assets 2015: $227Liabilities 2015: $02015Assets 2017: $28,323Liabilities 2017: $0Net Assets 2017: $28,3232017Assets 2018: $28,323Liabilities 2018: $0Net Assets 2018: $28,3232018Assets 2019: $12,100Liabilities 2019: $0Net Assets 2019: $12,1002019Assets 2020: $12,195Liabilities 2020: $0Net Assets 2020: $12,1952020Assets 2021: $13,520Liabilities 2021: $0Net Assets 2021: $13,5202021Assets 2022: $11,691Liabilities 2022: $0Net Assets 2022: $11,6912022Assets 2023: $12,380Liabilities 2023: $0Net Assets 2023: $12,3802023Assets 2024: $1,869,736Liabilities 2024: $0Net Assets 2024: $1,869,7362024

Highlighted filing

2024

Assets$1,869,736
Liabilities$0
Net Assets$1,869,736
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $39,582Expenses 2011: $59,384Net Income 2011: -$19,8022011Revenue 2012: $38,151Expenses 2012: $56,255Net Income 2012: -$18,1042012Revenue 2013: $46,007Expenses 2013: $68,385Net Income 2013: -$22,3782013Revenue 2014: $68,430Expenses 2014: $75,852Net Income 2014: -$7,4222014Revenue 2015: $32,080Expenses 2015: $53,866Net Income 2015: -$21,7862015Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $9Expenses 2020: $0Net Income 2020: $92020Revenue 2021: $159Expenses 2021: $66Net Income 2021: $932021Revenue 2022: -$243Expenses 2022: $85Net Income 2022: -$3282022Revenue 2023: $217Expenses 2023: $1,084Net Income 2023: -$8672023Revenue 2024: $3,046,284Expenses 2024: $739Net Income 2024: $3,045,5452024

Highlighted filing

2024

Revenue$3,046,284
Expenses$739
Net Income$3,045,545
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,869,736
Liabilities
$0
Net assets
$1,869,736
Revenue
$3,046,284
Expenses
$739
Net income
$3,045,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$3.05$0.00$3.05
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.03$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.07$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.05$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.04$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.07$0.00$0.04$0.06$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON LEVENETrustee-$0--
JOHN LEVENETrustee-$0--
JAMES ORBANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Edward & Karen Levene Char Found Trust
EIN
16-6283714
Phone
6074277500
Address
543 LOWER HOLLOW RD, DORSET, VT 05251

Signing Officer

Name
Ron Levene
Title
Trustee
Phone
6074277500
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
11 BRITISH AMERICAN BLVD, LATHAM, NY 12110
Preparer
KEVIN P O'LEARY CPA
Phone
5187850134
Raw XML Appendix291 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.

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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt027
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt083508
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF KAREN D LEVENE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03000 SCHWAB WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WESTLAKE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd076262
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02982096
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01188189
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OF DONATED STOCK OVER BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt051
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt051
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0ESTATE OF KAREN LEVENE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03000 SCHWAB WAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WESTLAKE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd076262
TaxesSchedule/TaxesDetail/Amt0688
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0688
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RON LEVENE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06074277500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD & KAREN LEVENE CHAR FOUND TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RON LEVENE
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0166283714
ReturnHeader/Filer/PhoneNum06074277500
ReturnHeader/Filer/USAddress/AddressLine1Txt0543 LOWER HOLLOW RD
ReturnHeader/Filer/USAddress/CityNm0DORSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005251
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161092347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENGEL METZGER BARR & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 BRITISH AMERICAN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05187850134
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN P O'LEARY CPA
ReturnHeader/ReturnTs02025-05-15T14:09:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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