Civic Intelligence

Morey and Debbie Levovitz Chrtbl Fndtn -Nonexempt Sec 4947A1 Tr-

990PF • Fiscal year 2021 • EIN 36-7511143

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 06, 2022

Organization Profile
2905 Solamere DrivePark City, UT 84060

(310) 422-9230

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-367%

Higher net margin than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

20th percentile

-16%

Faster asset growth than 20% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-25%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$250,197

Down $46,567 (-16%) from 2020

Net Assets

Down

$250,197

Down $46,567 (-16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Down

$19,286

Down $6,447 (-25%) from 2020

Expenses

Up

$90,000

Up $56,568 (+169%) from 2020

Net Income

Down

-$70,714

Down $63,015 (-818%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$400K$300K$200K$100K$0Assets 2010: $147,086Liabilities 2010: $0Net Assets 2010: $147,0862010Assets 2011: $133,922Liabilities 2011: $0Net Assets 2011: $133,9222011Assets 2012: $265,399Liabilities 2012: $0Net Assets 2012: $265,3992012Assets 2013: $353,574Liabilities 2013: $0Net Assets 2013: $353,5742013Assets 2015: $281,449Liabilities 2015: $0Net Assets 2015: $281,4492015Assets 2016: $355,398Liabilities 2016: $0Net Assets 2016: $355,3982016Assets 2017: $313,735Liabilities 2017: $0Net Assets 2017: $313,7352017Assets 2018: $259,479Liabilities 2018: $0Net Assets 2018: $259,4792018Assets 2019: $292,818Liabilities 2019: $0Net Assets 2019: $292,8182019Assets 2020: $296,764Liabilities 2020: $0Net Assets 2020: $296,7642020Assets 2021: $250,197Liabilities 2021: $0Net Assets 2021: $250,1972021Assets 2022: $196,235Liabilities 2022: $0Net Assets 2022: $196,2352022Assets 2023: $178,010Liabilities 2023: $0Net Assets 2023: $178,0102023Assets 2024: $86,609Liabilities 2024: $0Net Assets 2024: $86,6092024

Highlighted filing

2021

Assets$250,197
Liabilities$0
Net Assets$250,197
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

$200K$100K$0-$100KExpenses 2010: $29,1702010Expenses 2011: $13,1642011Expenses 2012: $18,5232012Revenue 2013: $100,000Expenses 2013: $11,825Net Income 2013: $88,1752013Revenue 2015: $16,341Expenses 2015: $30,954Net Income 2015: -$14,6132015Revenue 2016: $98,246Expenses 2016: $65,229Net Income 2016: $33,0172016Revenue 2017: $22,363Expenses 2017: $110,981Net Income 2017: -$88,6182017Revenue 2018: $31,179Expenses 2018: $33,899Net Income 2018: -$2,7202018Revenue 2019: $24,477Expenses 2019: $31,125Net Income 2019: -$6,6482019Revenue 2020: $25,733Expenses 2020: $33,432Net Income 2020: -$7,6992020Revenue 2021: $19,286Expenses 2021: $90,000Net Income 2021: -$70,7142021Revenue 2022: $19,459Expenses 2022: $16,733Net Income 2022: $2,7262022Revenue 2023: $26,326Expenses 2023: $52,155Net Income 2023: -$25,8292023Revenue 2024: $35,334Expenses 2024: $112,392Net Income 2024: -$77,0582024

Highlighted filing

2021

Revenue$19,286
Expenses$90,000
Net Income-$70,714
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 6, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOREY LEVOVITZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Morey Levovitz Charitable
EIN
36-7511143
Phone
3104229230
Address
2905 SOLAMERE DRIVE, PARK CITY, UT 84060

Signing Officer

Name
Morey Levovitz
Title
Trustee
Phone
3104229230
Signed
2022-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Isaac Blumberg Cpas
Address
11400 W OLYMPIC BLVD STE 700, LOS ANGELES, CA 90064
Preparer
Isaac Blumberg
Phone
3104073350
Raw XML Appendix283 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02020-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12020-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0BLACKROCK ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1BLACKROCK ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2BLACKROCK ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3BLACKROCK ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4BLACKROCK ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5BLACKROCK ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6BLACKROCK ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7BLACKROCK ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8VICTORY SYCAMORE SMALL CAP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0253
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1290
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2185
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt31991
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt429212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt5336
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt66501
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt76741
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt811322
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1243
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt31670
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt427473
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt5282
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt65452
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt75653
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt817000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82021-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-41
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-47
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-30
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-321
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-1739
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-54
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-1049
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-1088
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt85678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0228135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0228135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TRANSAMERICA
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt03062
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt016224
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt019286
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt019286
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03062
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014915
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03062
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03062
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03062
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-70714
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt073055
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016224
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017977
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03062
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019286
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014915
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-70714
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0155
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt024302
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0250352
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0296764
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0250197
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014453
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014453
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014453
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014703
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0250
IRS990PF/DistributableAmountGrp/TotalTaxAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0250
IRS990PF/FMVAssetsEOYAmt0250197
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt057219
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022062
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022062
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0239545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0228135
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0228135
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0296764
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0250197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0296764
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0250197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0250197
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0296764
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0250197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0296764
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0250197
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0298538
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt068237
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0230301
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04478
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014703
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0294060
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0298538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MOREY LEVOVITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02905 SOLAMERE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARK CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084060
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt090000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt090000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MOREY LEVOVITZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02905 SOLAMERE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARK CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084060
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03104229230
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt160000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEIT CHAVERIM SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BEIT CHAVERIM SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF THE ISRAEL DEFENCE FORCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt085 POST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt185 POST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 4224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WESTPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210163
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014453
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt090800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0218799
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017548
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt090800
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075547
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0266938
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0191391
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0155
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME TAXES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024302
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET ADJUSTMENT
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MOREY LEVOVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03104229230
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOREY LEVOVITZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORE
ReturnHeader/Filer/EIN0367511143
ReturnHeader/Filer/PhoneNum03104229230
ReturnHeader/Filer/USAddress/AddressLine1Txt02905 SOLAMERE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PARK CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954081192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISAAC BLUMBERG CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011400 W OLYMPIC BLVD STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03104073350
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISAAC BLUMBERG
ReturnHeader/ReturnTs02022-10-13T12:08:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MOREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVOVITZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,197
Liabilities
$0
Net assets
$250,197
Revenue
$19,286
Expenses
$90,000
Net income
-$70,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.35$1.12$0.77
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.26$0.52$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.19$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.19$0.90$0.71
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.26$0.33$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.24$0.31$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.31$0.34$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.22$1.11$0.89
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.98$0.65$0.33
2015Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.16$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$1.00$0.12$0.88
2012Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.19
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.29