EIN 56-2227885

Barbara & Jerry Levin Charitable Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2001
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Barbara & Jerry Levin Charitable Foundation is a family foundation based in Charlotte, NC, that primarily funds general purpose initiatives. It utilizes dividends and capital gain income to create opportunities for contributions. The foundation made 12 grants last year, supporting grantees such as the Charlotte Federation of Jewish Charities and others.
Total revenues
$50,315
2023
Total expenses
$59,444
2023
Total assets
$730,569
2023
Num. employees
0
2023

Program areas at Barbara & Jerry Levin Charitable Foundation

Dividends and capital gain income create opportunities for the
Barbara & Jerry Levin Charitable Foundation to make contributions
To several organizations in the charlotte area.

Grants made by Barbara & Jerry Levin Charitable Foundation

GranteeGrant descriptionAmount
Jewish Family Services of Greater CharlotteGeneral Purpose$6,800
Ramah DaromGeneral Purpose$4,000
Memory and Movement CharlotteGeneral Purpose$1,000
...and 4 more grants made

Personnel at Barbara & Jerry Levin Charitable Foundation

NameTitleCompensation
Jerome LevinPresident$0

Financials for Barbara & Jerry Levin Charitable Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$30,573
Net rental income$0
Net gain from sale of non-inventory assets$6,690
Gross sales of inventory$0
Miscellaneous revenues$13,052
Total revenues$50,315

Form 990s for Barbara & Jerry Levin Charitable Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-27990PFView PDF
2022-122023-08-15990PFView PDF
2021-122022-06-20990PFView PDF
2020-122021-07-29990PFView PDF
2019-122021-06-10990PFView PDF
...and 8 more Form 990s
Data update history
November 10, 2024
Posted financials
Added Form 990PF for fiscal year 2023
October 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
October 11, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
JewishReligiousProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
3716 Cypress Club Dr
Charlotte, NC 28210
Metro area
Charlotte-Concord-Gastonia, NC-SC
County
Mecklenburg County, NC
Phone
(704) 366-4534
IRS details
EIN
56-2227885
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2001
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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