NEW YORK, NY
Jerome Levy Foundation
Quick Facts
- EIN
- 136159573
- Location
- NEW YORK, NY
- Category
- Advocacy
- Total Assets
- $43.6M
- Annual Income
- $7.7M
- IRS Ruling Year
- 1958
- Organization Type
- Trust
- Tax Deductibility
- Contributions are deductible
About This Foundation
Jerome Levy Foundation is a private trust based in NEW YORK, NY. The foundation received its IRS ruling in 1958. It holds total assets of $43.6M. Annual income is reported at $7.7M. The foundation operates in the area of advocacy. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$2.9M
2023-9%
Total Assets
$45.5M
2023-5%
Fair Market Value
$44.5M
2023
Net Worth
$45.5M
2023
Grants Paid
$2.4M
2023
Contributions
$0
2023
Net Investment Income
$983K
2023
Distribution Amount
$2.2M
2023
Total Giving by Year
$3.3M
10$2M
11$1.8M
12$2.2M
13$2.3M
14$2.5M
19$3.2M
20$2.9M
21$3.2M
22$2.9M
23Asset Growth
$18.6M
10$17M
11$39M
12$39.7M
13$38.8M
14$36.1M
19$41.6M
20$40.6M
21$47.7M
22$45.5M
23Investment Portfolio (2023)
Total: $10.9M
Government Obligations: $10.9M
Other Investments: $32M
Government Obligations (25%)
Other Investments (75%)
Expense Breakdown (2023)
Grants Paid$2.4M
Interest$136K
Legal Fees$7K
Revenue Sources (2023)
- Dividends
- $1.3M
- Interest
- $172K
- Other Income
- $9K
- Capital Gains (Net)
- $-705,167
Financial Details (2023)
- Total Revenue
- $739K
- Total Expenses
- $2.9M
- Exempt Purpose Expenses
- $2.4M
- Required Distribution
- $2.2M
- Undistributed Income
- $0
- Grants Approved (Future)
- $7.5M
- Total Liabilities
- $1
- Excise Tax
- $14K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
49
Total Giving
$10.3M
Average Grant
$211K
Median Grant
$30K
Total Giving by Year
$2.7M (14 grants)
20$2.4M (12 grants)
21$2.8M (12 grants)
22$2.4M (11 grants)
23Grant Range
Min$2K
Max$916K
Median: $30K
Smallest grantLargest grant
Openness to New Grantees (2023)
9%
of 2023 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
NY: $9.1M (39)
MA
CT
CT: $530K (5)
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
DC: $500K (2)
AZ
NM
KS
AR
TN
NC
NC: $81K (1)
SC
OK
LA
MS
AL
GA
FL
HI
TX
TX: $5K (1)
NY$9.1M (39)
CT$530K (5)
DC$500K (2)
NC$81K (1)
TX$5K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Barnard CollegeA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $916K | 2023 |
| The Foundation For City CollegeA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $840K | 2023 |
| Congregation Shir ShalomA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Ridgefield, CT | $250K | 2023 |
| New Venture FundA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Washington, DC | $250K | 2023 |
| The Jed FoundationA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $30K | 2023 |
| Westchester Land Trust IncA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Bedford Hills, NY | $25K | 2023 |
| United Way Of Westchester & PutnamA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | White Plains, NY | $25K | 2023 |
| The Bridge Fund Of New York IncA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $15K | 2023 |
| Westport Country PlayhouseA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Westport, CT | $10K | 2023 |
| Elnor IncA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Dallas, TX | $5K | 2023 |
| Lewisboro Land TrustA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | South Salem, NY | $2K | 2023 |
| Barnard CollegeA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $866K | 2022 |
| The Foundation For City CollegeA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $760K | 2022 |
| Cold Spring Harbor LaboratoryA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Cold Spring Harbor, NY | $500K | 2022 |
| Congregation Shir ShalomA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Ridgefield, CT | $250K | 2022 |
| New Venture FundA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Washington, DC | $250K | 2022 |
| Kristin JohnsonEDUCATIONAL GRANT | Queens Highway | $54K | 2022 |
| The Jed FoundationA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $30K | 2022 |
| United Way Of Westchester & PutnamA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | White Plains, NY | $25K | 2022 |
| The Bridge Fund Of New York IncA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $15K | 2022 |
| Westchester Land Trust IncA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Bedford Hills, NY | $10K | 2022 |
| Westport Country PlayhouseA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Westport, CT | $10K | 2022 |
| Lewisboro Land TrustA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | South Salem, NY | $2K | 2022 |
| City College New York TheA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $859K | 2021 |
| Barnard CollegeA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $704K | 2021 |
| Cold Spring Harbor LaboratoryA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Cold Spring Harbor, NY | $500K | 2021 |
| Save Venice IncA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $130K | 2021 |
| Natural Areas ConservancyA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $100K | 2021 |
| National Coalition Against CensorshipA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $50K | 2021 |
| Jed Foundation TheA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $25K | 2021 |
| Nature Conservancy TheA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $25K | 2021 |
| United Way Of Westchester & PutnamA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | White Plains, NY | $25K | 2021 |
| Westchester Land Trust IncA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Bedford Hills, NY | $14K | 2021 |
| Bridge FundA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $10K | 2021 |
| Lewisboro Land TrustA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | South Salem, NY | $2K | 2021 |
| The City College New YorkA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $815K | 2020 |
| Barnard CollegeA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $780K | 2020 |
| Save Venice IncA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $425K | 2020 |
| Tisch Ms Research Center Of New YorkA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $250K | 2020 |
| National Coalition Against CensorsA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $125K | 2020 |
| Natural Areas ConservancyA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $100K | 2020 |
| Bahamas HabitatA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Fuquay Varina, NC | $81K | 2020 |
| Laguardia Community CollegeA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Long Island City, NY | $50K | 2020 |
| The Nature ConservancyA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $25K | 2020 |
| The Jed FoundationA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $25K | 2020 |
| United Way Of Westchester & PutnamA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | White Plains, NY | $25K | 2020 |
| Westchester Land Trust IncA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Bedford Hills, NY | $12K | 2020 |
| Westport Country PlayhouseA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | Westport, CT | $10K | 2020 |
| The Bridge Fund Of New YorkA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | New York, NY | $10K | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-10 | 990PF | View Filing |
| 2017-10 | 990PF | View Filing |
| 2016-10 | 990PF | View Filing |
| 2015-10 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
See Similar Foundations
Advocacy
Foundation To Combat Anti-Semitism Inc.
FOXBOROUGH, MA
$211.1MAdvocacy
Advocacy
Lightspark Foundation
SALT LAKE CTY, UT
$6.5MAdvocacy
Advocacy
Gorongosa Project Inc.
IDAHO FALLS, ID
$6.3MAdvocacy
Advocacy
Anti-Discrimination Center Inc.
NEW YORK, NY
$4.5MAdvocacy
Advocacy
Southern Reconstruction Fund
WILMINGTON, DE
$4.4MAdvocacy
Advocacy
Hurliman Scholarship Foundation
COLORADO SPRINGS, CO
$3.8MAdvocacy