The Lionel M Levey Family Charitable Foundation Trust
- Assets
- $176.0k
- Revenue
- $3.4k
- Investments
- $134.2k
- Employees
- 0
- Location
- Fort Lauderdale, FL
- Founding
- 07/1993
- Data as of
- 12/2022
- EIN
- 22-6603839
Organization Overview
The Lionel M Levey Family Charitable Foundation Trust is located in Fort Lauderdale, FL. The organization was established in 1993. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Lionel M Levey Family Charitable Foundation 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, Lionel M Levey Family Charitable Foundation Trust generated $3.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (29.1%) each year. All expenses for the organization totaled $18.3k 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
PLEASE NOTE THAT THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3)
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeanne Jemal Trustee | 0 | $0 | |
Samuel Jemal Trustee | 0 | $0 | |
Gina Mandelbaum Trustee | 0 | $0 | |
Kenneth Mandelbaum Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $910 |
| Dividends & Interest | $1,981 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $552 |
| Capital Gain Net Income | $552 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,443 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $215 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $1,691 |
| Contributions, gifts, grants paid | $16,600 |
| Total expenses and disbursements | $18,291 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $41,860 |
| 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 | $176,022 |
| 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, The Lionel M Levey Family Charitable Foundation Trust has awarded $16,600 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
JEWISH FAMILY SERVICES PURPOSE: CULTURAL | $5,000 |
JEWISH FEDERATION METROWEST PURPOSE: COMMUNITY ASSISTANCE | $5,000 |
THE RAMAZ SCHOOL PURPOSE: EDUCATIONAL | $3,600 |
TANYA JEWISH MINDFULNESS CENTER PURPOSE: RELIGIOUS | $3,000 |