David Levinson Trust Dated 10-05-1992 as Amended and Restated

990PF • Fiscal year 2020 • EIN 83-6052929

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

PO Box 727Athens, OH 45701

(740) 592-5576

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-357%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-39%

Faster asset growth than 10% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

56%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$411,246

Down $266,780 (-39%) from 2019

Net Assets

Down

$411,246

Down $266,780 (-39%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin5th percentile

Revenue

$74,692

Up $26,759 (+56%) from 2019

Expenses

$341,472

Up $8,378 (+2.5%) from 2019

Net Income

-$266,780

Up $18,381 (+6.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2020

Assets$411,246

Liabilities$0

Net Assets$411,246

Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

Highlighted filing

2020

Revenue$74,692

Expenses$341,472

Net Income-$266,780

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 15, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SCOTT M ROBE	Succ. Tte	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: David Levinson Trust Dated 10592
EIN: 83-6052929
Address: PO BOX 727, ATHENS, OH 45701

Signing Officer

Name: Scott M Robe
Title: Succ. Tte
Signed: 2021-11-15

Preparer

Firm: Cotner Cooley & Clark LLC
Address: 5 DEPOT STREET, ATHENS, OH 45701
Preparer: Donald B Cooley
Phone: 7405965126

Raw XML Appendix230 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/AssetDesc	0	TOTAL FROM CHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	TOTAL FROM CHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	124612
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	276485
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	128350
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	322442
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	3738
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	45957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	365030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	CHASE INVESTMENT ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	365030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	9919
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	49695
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	15078
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	74692
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	74692
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	24997
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	313257
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	313257
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	9919
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	9919
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	9919
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-266780
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	450792
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	15078
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	15078
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	49695
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	9919
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	27826
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	389
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	24997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	313257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	341472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	9919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	74692
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	28215
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-266780
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	411246
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	678026
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	411246
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	26685
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	26685
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	26685
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	26823
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	138
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	138
IRS990PF/FMVAssetsEOYAmt	0	411246
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	631810
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	365030
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	365030
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	678026
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	411246
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	46216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	46216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	46216
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	678026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	411246
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	411246
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	678026
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	411246
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	678026
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	411246
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	544636
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	5000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	539636
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	8170
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	26823
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	536466
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	544636
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	SCOTT M ROBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	SUCC. TTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	14 W WASHINGTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	ATHENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	45701
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	313257
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	313257
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	313257
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	3
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	1	4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	2	7
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	3	8
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	1	SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	2	SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	3	ALL INCOME IS EARMARKED (AFTER PAYMENT OF EXPENSES) FOR CONTRIBUTIONS FOR BIOMEDICAL RESEARCH
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	14 W WASHINGTON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	ATHENS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	45701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SCOTT M ROBE
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7405925576
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	FUNDS ARE TO BE DISBURSED FOR BIOMEDICAL RESEARCH IN THE FIELD OF CANCER - CURRENTLY ALL ARE MADE TO THE AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	313257
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	313257
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	BIOMEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	AMER COMMITTEE WEIZMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	63 3RD AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	313257
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	26685
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	26685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	262161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	123033
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	59432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	129696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	145538
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	145538
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	860894
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	286572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	262161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	123033
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	59432
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	129696
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	313257
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	286572
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1006432
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	719860
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	14452
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	11174
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	CPA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	CHASE INVESTMENT FEES
TaxesSchedule/TaxesDetail/Amt	0	189
TaxesSchedule/TaxesDetail/Amt	1	200
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX 000437
TaxesSchedule/TaxesDetail/CategoryTxt	1	OHIO TAX
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SCOTT M ROBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SUCC. TTE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DAVID LEVINSON TRUST DATED 10592
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	836052929
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 727
ReturnHeader/Filer/USAddress/CityNm	0	ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	45701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	311386598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	COTNER COOLEY & CLARK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5 DEPOT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ATHENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	45701
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7405965126
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DONALD B COOLEY
ReturnHeader/ReturnTs	0	2021-11-15T12:31:07-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	ROBE
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $411,246
Liabilities: $0
Net assets: $411,246
Revenue: $74,692
Expenses: $341,472
Net income: -$266,780

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$0.45	$0.00	$0.45	$0.03	$0.01	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$0.43	$0.00	$0.43	$0.02	$0.17	$0.15
2022Detailed filing. Detailed filing data is available for this year.	$0.58	$0.00	$0.58	$0.01	$0.20	$0.18
2021Detailed filing. Detailed filing data is available for this year.	$0.77	$0.00	$0.77	$0.07	$0.20	$0.13
2020Detailed filing. Detailed filing data is available for this year.	$0.41	$0.00	$0.41	$0.07	$0.34	$0.27
2019Detailed filing. Detailed filing data is available for this year.	$0.68	$0.00	$0.68	$0.05	$0.33	$0.29
2018Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03	$0.08	$0.21	$0.13
2017Detailed filing. Detailed filing data is available for this year.	$1.43	$0.00	$1.43	$0.08	$0.15	$0.07
2016Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.05	$0.13	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$1.68	$0.00	$1.68	$0.06	$0.20	$0.15
2014Detailed filing. Detailed filing data is available for this year.	$1.79	$0.00	$1.75	$0.12	$0.21	$0.09
2013Detailed filing. Detailed filing data is available for this year.	$1.84	$0.00	$1.84	$0.16	$0.02	$0.14
2012Detailed filing. Detailed filing data is available for this year.	$1.70	$0.00	$1.70		$0.17
2011Detailed filing. Detailed filing data is available for this year.	$1.76	$0.00	$1.76		$0.16