Civic Intelligence

The Meyer Levy Charitable Foundation

990PF • Fiscal year 2012 • EIN 75-2963800

Feb 01, 2011 to Jan 31, 2012 • Filed on Dec 13, 2012

PO Box 14678767
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$8,431,207

Flat from 2012

Net Assets

$8,431,207

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$529,242

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $8,211,075Liabilities 2011: $700Net Assets 2011: $8,210,3752011Assets 2012: $8,431,207Liabilities 2012: $0Net Assets 2012: $8,431,2072012Assets 2012: $8,431,207Liabilities 2012: $12012Assets 2013: $8,435,915Liabilities 2013: $1Net Assets 2013: $8,435,9152013Assets 2014: $8,947,924Liabilities 2014: $1Net Assets 2014: $8,947,9242014Assets 2015: $8,805,151Liabilities 2015: $02015

Highlighted filing

2012

Assets$8,431,207
Liabilities$0
Net Assets$8,431,207

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $530,9672011Expenses 2012: $529,2422012Revenue 2012: $750,074Expenses 2012: $529,242Net Income 2012: $220,8322012Revenue 2013: $533,907Expenses 2013: $529,199Net Income 2013: $4,7082013Revenue 2014: $1,060,275Expenses 2014: $548,266Net Income 2014: $512,0092014Revenue 2015: $468,762Expenses 2015: $611,535Net Income 2015: -$142,7732015

Highlighted filing

2012

Revenue-
Expenses$529,242
Net Income-
Jump To
Filing Snapshot
Filing Period
Feb 1, 2011 to Jan 31, 2012
Signed
Dec 13, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL R LEVYVice-President, Secretary-$10,000-$10,000
JEAN KAROTKINPresident, Treasurer-$5,000-$5,000
JAMES A FLIELLERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMD ANDERSON CANCER CENTERFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYHOUSTON, TX, US$60,063
Paid GrantCHALLENGE AIR FOR KIDS & FRIENDSFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$20,000
Paid GrantCHILDREN'S RADIO FOUNDATIONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYBEDFORD, NY, US$15,000
Paid GrantGALVESTON ARTS CENTERFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYGALVESTON, TX, US$15,000
Paid GrantGARDEN CITY HARVESTFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYMISSOULA, MT, US$15,000
Paid GrantHOUSTON CENTER FOR PHOTOGRAPHYFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYHOUSTON, TX, US$15,000
Paid GrantWOMEN DONORS NETWORKFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYSAN FRANCISCO, CA, US$12,750
Paid GrantAUSTIN CLASSICAL GUITARFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$10,000
Paid GrantCHILDREN'S MEDICAL CENTER OF DALLASFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$10,000
Paid GrantMCDONALD OBSERVATORYFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYFT DAVIS, TX, US$10,000
Paid GrantNATIONAL RESOURCES DEFENSE COUNCILFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantEARNING BY LEARNINGFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$9,000
Paid GrantFOUNDATION FOR EDUCATION OF YOUNG WOMENFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$8,634
Paid GrantUNIVERSITY OF HOUSTON LAW FOUNDATIONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYHOUSTON, TX, US$8,500
Paid GrantMUSEUM OF FINE ARTS HOUSTONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYHOUSTON, TX, US$8,275
Paid GrantDALLAS CONTEMPORARY MUSEUMFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$8,250
Paid GrantAIDS FOUNDATION HOUSTONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYHOUSTON, TX, US$7,500
Paid GrantBOYS & GIRLS CLUB OF FORT WORTHFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYFT WORTH, TX, US$7,500
Paid GrantAUSTIN CHILDREN'S SHELTERFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$5,000
Paid GrantBALLROOM MARFAFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYMARFA, TX, US$5,000
Paid GrantCENTER FOR CHILD PROTECTIONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$5,000
Paid GrantJEWISH FAMILY SERVICE OF DALLASFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$5,000
Paid GrantJEWISH FEDERATION ASSOCIATIONJCAAFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$5,000
Paid GrantPARK CITIES YMCAFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$5,000
Paid GrantTEMPLE BETH SHALOMFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$5,000
Paid GrantTHE CENTER FOR DEMOCRACY IN THE AMERICASFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantPLANNED PARENTHOOD OF DALLASFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$4,000
Paid GrantSHAD WILLIAMS EVANGELISTIC ASSOCIATIONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYADAMSVILLE, TN, US$3,500
Paid GrantCENTER FOR RESTORATIVE JUSTICEFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYNORTH HOLLYWOOD, CA, US$2,500
Paid GrantHOMEWORD INCFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYMISSOULA, MT, US$2,500
Paid GrantMARFA PUBLIC RADIOFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYMARFA, TX, US$2,500
Paid GrantCAMPBELL HALLFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYNORTH HOLLYWOOD, CA, US$2,428
Paid GrantATTITUDES & ATTIRESFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$2,000
Paid GrantCLEANING FOR A REASONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYLEWISVILLE, TX, US$2,000
Paid GrantMARFA MONTESSORI SCHOOLFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYMARFA, TX, US$1,750
Paid GrantACCCPPPSFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantLEGACY OF GIVING (ACF)FUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantCAPITAL AREA FOOD BANKFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantCRISIS INTERVENTION OF HOUSTONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYHOUSTON, TX, US$1,000
Paid GrantGENESIS WOMEN'S SHELTERFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$1,000
Paid GrantHAAMFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantMOBILE LOAVES & FISHESFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantPACHAMAMA ALLIANCEFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantSETON MEDICAL CENTERFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantST ANDREW'S EPISCOPALFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantST MARK'S SCHOOL OF TEXASFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYDALLAS, TX, US$1,000
Paid GrantST STEPHEN'S EPISCOPALFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantTEMPLE ISRAEL OF HOLLYWOODFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYLOS ANGELES, CA, US$1,000
Paid GrantTIME FOR CHANGEFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYSAN BERNADINO, CA, US$1,000
Paid GrantUNIVERSITY OF PENNSYLVANIAFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYPHILADELPHIA, PA, US$1,000
Paid GrantMR HOLLAND'S OPUSFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYSTUDIO CITY, CA, US$650
Paid GrantTHE HARMONY PROJECTFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYLOS ANGELES, CA, US$650
Paid GrantEDUCATION THROUGH MUSIC - LAFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYBURBANK, CA, US$500
Paid GrantNEWARK EDUCATORS' COMMUNITY CHARTER SCHOOLFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYNEWARK, NJ, US$500
Paid GrantPARKINSONS UNITY WALKFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYKINGSTON, NJ, US$500
Paid GrantTJ MARTELL FOUNDATIONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYSANTA MONICA, CA, US$500
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYMEMPHIS, TN, US$450
Paid GrantCHARCOT-MARIE-TOOTH ASSOCIATIONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYGLENOLDEN, PA, US$250
Paid GrantSHANE'S INSPIRATIONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYVAN NUYS, CA, US$191
Filing and Contact Details

Filer

EIN
75-2963800
Raw XML AppendixShowing 400 of 859 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEAN KAROTKIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MICHAEL R LEVY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES A FLIELLER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE-PRESIDENT, SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
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