Barbara & Jerry Levin Charitable Foundation
Only null% goes to programs Strong reserves
Barbara & Jerry Levin Charitable Foundation is a 501(c)(3) organization based in Charlotte, North Carolina, registered in 2001, with $49,598 in FY2024 revenue. CharityIndex grades it C.
3716 Cypress Club Dr, Charlotte, NC, 28210 EIN 56-2227885 Since 2001
Revenue (FY2024)
$50K
▼ 1.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$59K
Net assets
$722K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Barbara & Jerry Levin Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating148 mo reserves · -18% margin
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 Barbara & Jerry Levin Charitable Foundation: 148 mo reserves · -18% margin earns a C+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Barbara & Jerry Levin Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Barbara & Jerry Levin Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 3716 Cypress Club Dr, Charlotte, NC, 28210
- City
- Charlotte
- State
- North Carolina
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $81K (FY2014) to $50K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $722K
Operating margin
-18.1%
Spent more than it raised in the latest fiscal year.
Total assets
$722K
Total liabilities
$0
Net assets
$722K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $49,598▼1.4% | $58,568▼1.5% | $721,599▼1.2% | $721,599▼1.2% | 990PF |
| 2023 | $50,315▲45.9% | $59,444▲0.7% | $730,569▼1.2% | $730,569▼1.2% | 990PF |
| 2022 | $34,478▼33.3% | $59,024▲28.0% | $739,698▼3.3% | $739,698▼3.3% | 990PF |
| 2021 | $51,704▲8.3% | $46,117▼4.7% | $764,693▲1.0% | $764,693▲1.0% | 990PF |
| 2020 | $47,735▼0.8% | $48,403▲13.7% | $757,132▼0.1% | $757,132▼0.1% | 990PF |
| 2019 | $48,123▼56.6% | $42,581▲14.9% | $757,800▲0.7% | $757,800▲0.7% | 990PF |
| 2018 | $110,983▲27.0% | $37,066▲2.8% | $752,258▲11.2% | $752,258▲11.2% | 990PF |
| 2017 | $87,371▲75.6% | $36,047▼5.9% | $676,444▲6.3% | $676,444▲6.3% | 990PF |
| 2016 | $49,743▲68.7% | $38,301▲6.3% | $636,312▲1.8% | $636,312▲1.8% | 990PF |
| 2015 | $29,491▼63.8% | $36,045▲1.1% | $624,870▼1.0% | $624,870▼1.0% | 990PF |
| 2014 | $81,407 | $35,654 | $631,424 | $631,424 | 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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Frequently asked questions
- Is Barbara & Jerry Levin Charitable Foundation a legitimate nonprofit?
- Yes. Barbara & Jerry Levin Charitable Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 56-2227885, based in Charlotte, North Carolina. Donations are tax-deductible.
- What is Barbara & Jerry Levin Charitable Foundation's EIN?
- Barbara & Jerry Levin Charitable Foundation's Employer Identification Number (EIN) is 56-2227885.
- How much revenue does Barbara & Jerry Levin Charitable Foundation report?
- Barbara & Jerry Levin Charitable Foundation reported $49,598 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Barbara & Jerry Levin Charitable Foundation have?
- CharityIndex grades Barbara & Jerry Levin Charitable Foundation C, based on financial health (reserves and operating margin).
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Data for Barbara & Jerry Levin Charitable Foundation (EIN 56-2227885) 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.