Alexander M Lewyt and Elisabeth Lewyt Wholly Charitable Tr is a 501(c)(3) organization based in Locust Valley, New York, registered in 2015, with $8,623,948 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$8.6M
▲ 68.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$7.2M
Net assets
$89.8M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Alexander M Lewyt and Elisabeth Lewyt Wholly Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Alexander M Lewyt and Elisabeth Lewyt Wholly Charitable Tr: 150 mo reserves · +17% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Alexander M Lewyt and Elisabeth Lewyt Wholly Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Alexander M Lewyt and Elisabeth Lewyt Wholly Charitable Tr: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $334K (FY2016) to $8.6M (FY2024) across 8 reported years.
Financial snapshot
Operating margin
16.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$89.8M
Total liabilities
$0
Net assets
$89.8M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $8,623,948▲68.4% | $7,199,982▲6.8% | $89,828,882▲4.3% | $89,828,882▲4.3% | 990PF |
| 2023 | $5,120,930▼53.0% | $6,739,938▼16.9% | $86,138,584▼7.6% | $86,138,584▼7.9% | 990PF |
| 2021 | $10,903,406▲118% | $8,106,223▲13.6% | $93,261,013▲9.5% | $93,480,812▲9.5% | 990PF |
| 2020 | $5,003,310▲19.8% | $7,138,453▲6.6% | $85,170,995 | $85,359,424▼0.1% | 990PF |
| 2019 | $4,176,347▼26.5% | $6,699,004▲8.4% | $85,198,036▼2.9% | $85,457,055▼2.9% | 990PF |
| 2018 | $5,684,862▲30.9% | $6,177,840▲23.9% | $87,785,540▼0.7% | $88,027,861▼0.8% | 990PF |
| 2017 | $4,343,743▲1201% | $4,984,920▲40.6% | $88,384,155▼0.8% | $88,742,473▼1.0% | 990PF |
| 2016 | $333,904 | $3,545,925 | $89,121,737 | $89,606,886 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Alexander M Lewyt and Elisabeth Lewyt Wholly Charitable Tr (EIN 47-7038614) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.