Robert M Levy And Diane V S Levy Family Foundation
- Assets
- $14.8m
- Revenue
- $829.0k
- Investments
- $9.6m
- Employees
- 0
- Location
- Richmond Hill, GA
- Founding
- 10/1997
- Data as of
- 12/2023
- EIN
- 36-7190582
Organization Overview
Robert M Levy And Diane V S Levy Family Foundation is located in Richmond Hill, GA. The organization was established in 1997. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert M Levy And Diane V S Levy Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Robert M Levy And Diane V S Levy Family Foundation generated $829.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (8.3%) each year. All expenses for the organization totaled $102.0k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (0.4%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Robert M Levy And Diane V S Levy Family Foundation has awarded 83 individual grants totaling $8,641,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert M Levy Trustee | 2 | $0 | |
Diane Vs Levy Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $16,875 |
| Dividends & Interest | $323,884 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $488,241 |
| Capital Gain Net Income | $488,241 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $829,000 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $7,000 |
| Contributions, gifts, grants paid | $95,000 |
| Total expenses and disbursements | $102,000 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $5,112,074 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $21,860 |
| Total assets | $14,752,069 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert M Levy And Diane V S Levy Family Foundation has awarded $95,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
BETTER GOVERNMENT ASSOCIATION PURPOSE: CENTENNIAL CELEBRATION | $5,000 |
GEORGIA HISTORICAL SOCIETY PURPOSE: GENERAL FUNDS | $10,000 |
NANTUCKET GOLF CLUB FOUNDATION PURPOSE: GENERAL FUNDS | $10,000 |
LINCOLN CENTER PURPOSE: FALL GALA | $10,000 |
SCONSET TRUST PURPOSE: GENERAL FUNDS | $10,000 |
UNIVERSITY OF PENNSYLVANIA PURPOSE: STUDENT ATHLETE NUTRITION FUND | $50,000 |