Civic Intelligence

The Levitt Foundation

990PF • Fiscal year 2021 • EIN 42-6052427

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
7811 Montrose Road 420Potomac, MD 20854

(301) 881-5950

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

89th percentile

65%

Higher net margin than 89% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

75th percentile

21%

Faster asset growth than 75% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

232%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$9,095,253

Flat from 2021

Net Assets

$9,095,253

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin89th percentile

Revenue

Flat

$2,400,435

Flat from 2021

Expenses

Flat

$847,286

Flat from 2021

Net Income

Flat

$1,553,149

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$10M$5.0M$0Assets 2011: $4,049,324Liabilities 2011: $02011Assets 2012: $3,899,933Liabilities 2012: $02012Assets 2013: $3,955,659Liabilities 2013: $02013Assets 2014: $3,401,638Liabilities 2014: $02014Assets 2015: $4,518,117Liabilities 2015: $02015Assets 2019: $8,770,326Liabilities 2019: $02019Assets 2020: $7,542,104Liabilities 2020: $0Net Assets 2020: $7,542,1042020Assets 2021: $9,095,253Liabilities 2021: $0Net Assets 2021: $9,095,2532021Assets 2021: $9,095,253Liabilities 2021: $12021Assets 2022: $8,383,170Liabilities 2022: $12022Assets 2023: $7,201,453Liabilities 2023: $12023Assets 2024: $7,209,151Liabilities 2024: $0Net Assets 2024: $7,209,1512024

Highlighted filing

2021

Assets$9,095,253
Liabilities$0
Net Assets$9,095,253
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $279,873Expenses 2011: $1,312,615Net Income 2011: -$1,032,7422011Revenue 2012: $543,005Expenses 2012: $744,844Net Income 2012: -$201,8392012Revenue 2013: $1,053,132Expenses 2013: $1,003,569Net Income 2013: $49,5632013Revenue 2014: $640,351Expenses 2014: $663,277Net Income 2014: -$22,9262014Revenue 2015: $2,167,420Expenses 2015: $1,056,174Net Income 2015: $1,111,2462015Revenue 2019: $173,545Expenses 2019: $1,043,732Net Income 2019: -$870,1872019Revenue 2020: $722,159Expenses 2020: $1,950,386Net Income 2020: -$1,228,2272020Revenue 2021: $2,400,435Expenses 2021: $847,286Net Income 2021: $1,553,1492021Revenue 2021: $2,400,435Expenses 2021: $847,286Net Income 2021: $1,553,1492021Revenue 2022: $175,289Expenses 2022: $887,372Net Income 2022: -$712,0832022Revenue 2023: $457,456Expenses 2023: $1,543,170Net Income 2023: -$1,085,7142023Revenue 2024: $1,336,067Expenses 2024: $1,328,369Net Income 2024: $7,6982024

Highlighted filing

2021

Revenue$2,400,435
Expenses$847,286
Net Income$1,553,149
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE LEVITTSecretary-$0--
RANDALL LEVITTPresident/Treasurer-$0--
MARK LEVITTVice President/Asst. Secre-$0--
Filing and Contact Details

Filer

Filer Name
The Levitt Foundation
EIN
42-6052427
Phone
3018815950
Address
7811 MONTROSE ROAD 420, POTOMAC, MD 20854

Signing Officer

Name
Randall Levitt
Title
Vice President/asst Secretary
Phone
3018815950
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Acadia Family Office LLC
Address
EXEC PLZ 1 11350 MCCORMICK RD STE, 702, HUNT VALLEY, MD 21031
Preparer
Joshua N Morgenstern CPA
Phone
4105952266
Raw XML Appendix364 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
AccountingFeesSchedule/AccountingFeesDetail/Amt06750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0STATE OF ISRAEL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0350000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0350000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02495882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt447206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt586234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61272895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7188683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81999780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04027318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt275515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt350874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt474741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt585370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61120848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7294962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81993699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1IVY CUNDILL GLOBAL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3LONGLEAF PARTNERS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4OAKMARK INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5TWEEDY BROWNE VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6WELLS FARGO & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7WALMART INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SEQUOIA FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt091009
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0209478
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0168
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0300655
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0300655
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0209478
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0815380
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0815380
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02099780
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt091009
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt091009
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01553149
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0209478
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0209478
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0272124
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt024612
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt024612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0818755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0847286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0300655
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02400435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028531
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0209478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0209478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0209478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0209478
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01553149
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09095253
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07542104
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09095253
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0415766
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0415766
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0415766
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0419549
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03783
IRS990PF/DistributableAmountGrp/TotalTaxAmt03783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0486
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0486
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04269
IRS990PF/FMVAssetsEOYAmt018803756
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03054468
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02212555
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02212555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0350000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0350000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03914060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06209122
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07741201
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0323576
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0323576
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08500000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07542104
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09095253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07542104
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09095253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018803756
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07542104
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09095253
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07542104
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09095253
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08518762
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02901761
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05617001
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0127781
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0419549
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08390981
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08518762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEANNE LEVITT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RANDALL LEVITT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK LEVITT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/ASST. SECRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07811 MONTROSE ROAD 420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17811 MONTROSE ROAD 420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27811 MONTROSE ROAD 420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0POTOMAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1POTOMAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2POTOMAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020854
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120854
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220854
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0818755
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0818755
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NELLIS CORPORATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07811 MONTROSE ROAD 420
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0POTOMAC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020854
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03018815950
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/ContributingManagerNm0JEANNE LEVITT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1RANDALL LEVITT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0815380
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE 1 ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE ATTACHMENT 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07811 MONTROSE ROAD NO 420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POTOMAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020854
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0815380
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/AppliedToCurrentYearAmt0415766
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0415766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01515016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0543601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0123859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0595046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0621666
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0621666
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03180511
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0402989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01515016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0543601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0123859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0595046
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0818755
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0402989
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03802177
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03399188
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RANDALL J LEVITT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JEANNE LEVITT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07811 MONTROSE ROAD 420
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17811 MONTROSE ROAD 420
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0POTOMAC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1POTOMAC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020854
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd120854
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11999780
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01999780
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc010,777 SHARES OF SEQUOIA FUND FM
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0323576
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARTWORK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0323576
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt08500000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAXES PAID ON DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0544
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0544
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024612
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024612
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDALL LEVITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/ASST SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03018815950
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEVITT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEVI
ReturnHeader/Filer/EIN0426052427
ReturnHeader/Filer/PhoneNum03018815950
ReturnHeader/Filer/USAddress/AddressLine1Txt07811 MONTROSE ROAD 420
ReturnHeader/Filer/USAddress/CityNm0POTOMAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020854
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813141084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACADIA FAMILY OFFICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0EXEC PLZ 1 11350 MCCORMICK RD STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0702
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNT VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021031
ReturnHeader/PreparerPersonGrp/PhoneNum04105952266
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA N MORGENSTERN CPA
ReturnHeader/ReturnTs02022-11-10T12:17:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RANDALL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVITT
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
$9,095,253
Liabilities
$0
Net assets
$9,095,253
Revenue
$2,400,435
Expenses
$847,286
Net income
$1,553,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.00$7.21$1.34$1.33$0.01
2023Summary only. Only limited summary data is available for this year.$7.20$0.00$0.46$1.54$1.09
2022Summary only. Only limited summary data is available for this year.$8.38$0.00$0.18$0.89$0.71
2021Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$2.40$0.85$1.55
2021Summary only. Only limited summary data is available for this year.$9.10$0.00$2.40$0.85$1.55
2020Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.72$1.95$1.23
2019Summary only. Only limited summary data is available for this year.$8.77$0.00$0.17$1.04$0.87
2015Summary only. Only limited summary data is available for this year.$4.52$0.00$2.17$1.06$1.11
2014Summary only. Only limited summary data is available for this year.$3.40$0.00$0.64$0.66$0.02
2013Summary only. Only limited summary data is available for this year.$3.96$0.00$1.05$1.00$0.05
2012Summary only. Only limited summary data is available for this year.$3.90$0.00$0.54$0.74$0.20
2011Summary only. Only limited summary data is available for this year.$4.05$0.00$0.28$1.31$1.03