THE LEVY FAMILY FOUNDATION

EIN: 133499576 501(c)(3)

NEW YORK, NY

Total Revenue
N/A
Total Expenses
$51,795
Total Assets
$1,177,136
Net Assets
$1,151,136
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
NY
Principal Officer
WILLIAM D SAMERS
Phone
2128361755
Tax Period
2024-07-01 to 2025-06-30

Mission

SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $51,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $51,500
Other Expenses $295
TOTAL EXPENSES $51,795

Year-over-Year Comparison

2024 2023 Change
Revenue N/A N/A N/A
Expenses $51,795 $33,250 +0.6%
Net Income N/A $-33,250 N/A
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
3
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$261,968
Total Directors
5
$687,001
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIMI FRANK PRESIDENT/TRUSTEE 0.00
Officer Director
$0 $0 $0
STANLEY BAUMBLATT SECRETARY/TREASURER/TRUSTEE 1.00
Officer Director
$0 $60,331 $261,968
DONNA JAKUBOVITZ TRUSTEE 0.00
Director
$0 $0 $0
JUDY SAFRAN TRUSTEE 0.00
Director
$0 $0 $0
WILLIAM D SAMERS TRUSTEE 1.00
Director
$0 $76,894 $425,033
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data $51,795 $1,177,136 No data
2024 No data $33,250 $1,150,182 No data
2023 No data $47,250 $1,092,134 No data
2022 $66,829 $44,804 $1,050,076 $22,025
2021 $98,187 $47,368 $1,200,878 $50,819
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