Civic Intelligence

Adolph and Rose Levis Fam Foundation

990PF • Fiscal year 2025 • EIN 65-0211764

Dec 01, 2024 to Nov 30, 2025

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(305) 810-2992

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$36,930

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2011: $6,439,789Liabilities 2011: $02011Assets 2012: $6,351,389Liabilities 2012: $02012Assets 2013: $6,828,136Liabilities 2013: $02013Assets 2014: $7,043,837Liabilities 2014: $02014Assets 2015: $6,939,873Liabilities 2015: $02015Assets 2019: $7,014,423Liabilities 2019: $02019Assets 2020: $6,955,769Liabilities 2020: $0Net Assets 2020: $6,955,7692020Assets 2021: $7,108,118Liabilities 2021: $0Net Assets 2021: $7,108,1182021Assets 2022: $7,333,661Liabilities 2022: $0Net Assets 2022: $7,333,6612022Assets 2023: $7,845,024Liabilities 2023: $0Net Assets 2023: $7,845,0242023Assets 2024: $8,017,806Liabilities 2024: $0Net Assets 2024: $8,017,8062024

Latest loaded filing

2024

Assets$8,017,806
Liabilities$0
Net Assets$8,017,806
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $249,719Expenses 2011: $422,134Net Income 2011: -$172,4152011Revenue 2012: $337,072Expenses 2012: $386,658Net Income 2012: -$49,5862012Revenue 2013: $910,551Expenses 2013: $391,944Net Income 2013: $518,6072013Revenue 2014: $620,573Expenses 2014: $389,801Net Income 2014: $230,7722014Revenue 2015: $317,975Expenses 2015: $418,390Net Income 2015: -$100,4152015Revenue 2019: $470,583Expenses 2019: $428,987Net Income 2019: $41,5962019Revenue 2020: $325,380Expenses 2020: $378,180Net Income 2020: -$52,8002020Revenue 2021: $625,276Expenses 2021: $423,365Net Income 2021: $201,9112021Revenue 2022: $710,310Expenses 2022: $512,281Net Income 2022: $198,0292022Revenue 2023: $975,041Expenses 2023: $472,885Net Income 2023: $502,1562023Revenue 2024: $618,301Expenses 2024: $446,404Net Income 2024: $171,8972024

Latest loaded filing

2024

Revenue$618,301
Expenses$446,404
Net Income$171,897
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLONTrustee-$36,930-$36,930
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOCA RATON REGIONAL HOSPITAL FDNGENERAL OPERATINGPCBOCA RATON, FL, US$192,000
Paid GrantADOLPH & ROSE LEVIS JEWISH COMMUNITYGENERAL OPERATINGPCBOCA RATON, FL, US$105,000
Paid GrantFRIENDS OF THE ISRAEL DEFENSE FORCESGENERAL OPERATINGPCNEW YORK, NY, US$35,000
Paid GrantJEWISH FEDERATION OF SOUTH PALM BEACGENERAL OPERATINGPCBOCA RATON, FL, US$25,000
Paid GrantBOCA WEST CHILDRENS FOUNDATIONGENERAL OPERATINGPCBOCA RATON, FL, US$15,000
Paid GrantRUTH & NORMAN RALES JEWISH FAMILY SEGENERAL OPERATINGPCBOCA RATON, FL, US$15,000
Paid GrantAMERICAN FRIENDS OF THE TEL AVIV UNIGENERAL OPERATINGPCNEW YORK, NY, US$10,000
Paid GrantJEWISH BROADCASTING SERVICEGENERAL OPERATINGPCSTAMFORD, CT, US$10,000
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONGENERAL OPERATINGPCNEW YORK, NY, US$10,000
Paid GrantJEWISH NATIONAL FUND - USAGENERAL OPERATINGPCROCKVILLE CENTRE, NY, US$5,000
Paid GrantDIAMOND VISION FOUNDATIONGENERAL OPERATINGPCMIAMI, FL, US$1,722
Filing and Contact Details

Filer

Filer Name
Levis a Tr-a & R Levis Fdn-jlm Ttee
EIN
65-0211764
Phone
3058102992
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
3058102992
Signed
2026-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11446434G764 ISHARES MSCI EMERGIN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135V7780T103 ROYAL CARIBBEAN CRUI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14314040HDM4 CAPITAL ONE FINANCIA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148247361702 DELTA AIR LINES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14925278X109 DIAMONDBACK ENERGY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15025659T107 DOLBY LABORATORIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151260003108 DOVER CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152291011104 EMERSON ELECTRIC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15330231G102 EXXON MOBIL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15745168D104 IDEXX LABS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16057636Q104 MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161680223104 OLD REPUBLIC INTERNA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16376720AAS5 RIO TINTO FINANCE US
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16782509L107 SHOPIFY INC-A W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16886562MDN7 SUMITOMO MITSUI FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169871607107 SYNOPSYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17189115A2E1 TORONTO-DOMINION BAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17289236TLZ6 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17389788MAP7 TRUIST FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17495000U3P6 WELLS FARGO & COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175L8681T102 SPOTIFY TECHNOLOGY S
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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.62$0.45$0.17
2023Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.98$0.47$0.50
2022Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.71$0.51$0.20
2021Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.63$0.42$0.20
2020Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.33$0.38$0.05
2019Summary only. Only limited summary data is available for this year.$7.01$0.00$0.47$0.43$0.04
2015Summary only. Only limited summary data is available for this year.$6.94$0.00$0.32$0.42$0.10
2014Summary only. Only limited summary data is available for this year.$7.04$0.00$0.62$0.39$0.23
2013Summary only. Only limited summary data is available for this year.$6.83$0.00$0.91$0.39$0.52
2012Summary only. Only limited summary data is available for this year.$6.35$0.00$0.34$0.39$0.05
2011Summary only. Only limited summary data is available for this year.$6.44$0.00$0.25$0.42$0.17