GLORIA & KEN LEVY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GLORIA & KEN LEVY FOUNDATION (EIN 77-0388772)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-03-03
- IRS object ID
- 202620629349100612
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-03T18:42:05-06:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SANTANA ROW STE 300 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770388772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLORIA & KEN LEVY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLOR | BusinessNameControlTxt |
| Phone | 4083998081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 UNIVERSITY AVE G | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN LEVY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4083998081 | PhoneNum |
| Signature | 2026-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 4085587500 | PhoneNum |
| Preparation | 2026-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,129,024 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,943,805 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38,691 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,691 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$242,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $910,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $760,418 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,480 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,795,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $853,569 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,459 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,430 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,770 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,253,444 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,253,444 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,265,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,258,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $530,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $849,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,520 | CashBOYAmt |
| Cash EOY | $4,473 | CashEOYAmt |
| Cash EOYFMV | $4,473 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,115,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $936,946 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $936,946 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $661,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,452,181 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,187,605 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,781,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,393,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,129,024 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $29,959 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $111,668 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,959 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $111,668 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,751,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,281,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,751,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,281,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,781,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,393,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,751,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $530,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,281,932 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,281,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ML-FOUNDATION #27K-04...CALL KLAC | 2024-09-25 | 2025-01-21 | $29,959 | $29,959 | $29,959 | ||
| ML-FOUNDATION #27K-04...SHIFT4 PAYMENTS INC | 2012-05-23 | 2025-01-21 | $880,439 | $730,459 | $730,459 | $149,980 | |
| $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $760,418 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $76 | EsPenaltyAmt |
| Tax Due | $11,884 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN LEVY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083998081 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 UNIVERSITY AVE G | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GLORIA LEVY | ||||||||
| 51 UNIVERSITY AVE G | LOS GATOS | CA | 95030 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KENNETH LEVY | ||||||||
| 51 UNIVERSITY AVE G | LOS GATOS | CA | 95030 | SEC/CFO | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,264,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,176,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,440,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,440,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,374,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,808 | TotalTaxAmt |
| Distributable Before Adj | $206,906 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,906 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $206,906 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,258,214 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,258,214 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,906 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $244,608 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $369,695 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $617,390 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $368,086 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $747,503 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,347,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,258,214 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $206,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,051,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,398,590 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $244,608 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,153,982 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $369,695 | ExcessFromYear4Amt |
| Excess From Year3 | $617,390 | ExcessFromYear3Amt |
| Excess From Year2 | $368,086 | ExcessFromYear2Amt |
| Excess From Year1 | $747,503 | ExcessFromYear1Amt |
| Excess From Current Year | $1,051,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GLORIA LEVY | ContributingManagerNm |
| Contributing Manager | KENNETH LEVY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA GIVES INC | |||||||
| 228 PARK AVE SUITE 71410 | NEW YORK CITY | NY | 10003 | N/A | PC | CHARITABLE | $2,500 |
| AMERICAN ISRAEL EDUCATION FOUNDATIO | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PC | CHARITABLE | $150,000 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | N/A | PC | CHARITABLE | $500,000 |
| ARLEKIN PLAYERS THEATRE | |||||||
| 368 HILLSIDE AVE | NEEDHAM | MA | 02494 | N/A | PC | CHARITABLE | $2,000 |
| ARTS EXPRESS THEATRE | |||||||
| PARK PLACE 214 5870 E BROADWAY BLVD | TUCSON | AZ | 85711 | N/A | PC | CHARITABLE | $1,000 |
| BIKE NEW YORK INC | |||||||
| 9 E 45TH ST FL 7 | NEW YORK CITY | NY | 10017 | N/A | PC | CHARITABLE | $10,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | N/A | PC | CHARITABLE | $2,000 |
| CHABAD OF HAMILTON HEIGHTS INC | |||||||
| 3647 BROADWAY APT 6A | NEW YORK CITY | NY | 10031 | N/A | PC | CHARITABLE | $114,000 |
| CONGREGATION BETH DAVID | |||||||
| 19700 PROSPECT ROAD | SARATOGA | CA | 95070 | N/A | PC | CHARITABLE | $29,752 |
| CONGREGATION EMANU-EL | |||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | N/A | PC | CHARITABLE | $9,100 |
| FOUNDATION FOR CITY COLLEGE | |||||||
| 160 CONVENT AVE 154 | NEW YORK CITY | NY | 10031 | N/A | PC | CHARITABLE | $250,000 |
| JEWISH SILICON VALLEY | |||||||
| 14855 OKA RD STE 201 | LOS GATOS | CA | 95032 | N/A | PC | CHARITABLE | $70,092 |
| SILICON VALLEY JEWISH FILM FESTIVAL | |||||||
| 690 W FREMONT AVE STE 16 | SUNNYVALE | CA | 94087 | N/A | PC | CHARITABLE | $10,000 |
| THE WASHINGTON INSTITUTE FOR NEAR E | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $100,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCI | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | PC | CHARITABLE | $500 |
| UNIVERSITY OF CALIFORNIA | |||||||
| 1995 UNIVERSITY AVE 401 | BERKELEY | CA | 94704 | N/A | PC | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,253,444 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,691 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$242,650 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,480 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$148,019 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$148,019 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KENNETH AND GLORIA LEVY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19800 GLEN UNA DRIVE | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,943,805 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | WYNDHAM HOTELS, SHIFT4 PMTS INC 01/17/25 | NoncashPropertyDesc |
| Fair Market Value | $1,943,805 | FairMarketValueAmt |
| Received | 2025-01-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KLA TENCOR CORP | $171,769 | $3,142,724 |
| MONROE CAPITAL CORP | $178,480 | $111,680 |
| SUNCOR ENERGY | $311,175 | $398,100 |
| SHIFT4 PMTS INC | $563,376 | $373,555 |
| WYNDHAM HOTELS | $227,381 | $161,546 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $83 | $83 | $0 |
| REGISTRATION FEE | $45 | $0 | $45 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | DescDesc |
|---|---|---|---|
| $0 | $0 | $0 | |
| $1,480 | $1,480 | TAX REFUND |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPEN CALLS | Desc |
| BOY Book Value | $29,959 | BOYBookValueAmt |
| EOY Book Value | $111,668 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,430 | $2,430 | $0 |
| EXCISE TAX | $3,029 | $0 | $0 |