Cooper & Levy Trust
- Assets
- $2.8m
- Revenue
- $136.0k
- Investments
- $2.6m
- Employees
- 0
- Location
- Phoenix, AZ
- Founding
- 06/1997
- Data as of
- 12/2022
- EIN
- 91-1726697
Organization Overview
Cooper & Levy Trust is located in Phoenix, AZ. The organization was established in 1997. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, 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. Cooper & Levy Trust 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 12/2022, Cooper & Levy Trust generated $136.0k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (1.8%) each year. All expenses for the organization totaled $233.9k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $86,933 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $49,029 |
| Capital Gain Net Income | $49,029 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $135,962 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $41,960 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,873 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $25 |
| Total operating and administrative expenses | $49,858 |
| Contributions, gifts, grants paid | $184,000 |
| Total expenses and disbursements | $233,858 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $146,256 |
| 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 | $0 |
| Total assets | $2,753,466 |
| 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, Cooper & Levy Trust has awarded $184,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
CATHOLIC COMMUNITY SERVICES KING COUNTY PURPOSE: CHARITABLE | $45,000 |
SALVATION ARMY - NORTHWEST DIVISION PURPOSE: CHARITABLE | $50,000 |
ST VINCENT DE PAUL OF SEATTLE PURPOSE: CHARITABLE | $89,000 |