Levy Giving Fund Inc
Donations deductibleRevenue
$1.3m
year to 31 December 2025
Expenses
$146k
year to 31 December 2025
Total assets
$1.8m
$0 liabilities
Net assets
$1.8m
assets less liabilities
Directors and trustees
6
5.4 years on average
Staff
0
18 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
2
named in Part VII
Levy Giving Fund Inc's network
6 people2 organisationsi6 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Cheryl Burns | Board Member | 2021 | 5 yrs |
| Christy Roberts | Board Member | 2021 | 5 yrs |
| Cyndi Kennedy | Board Member | 2021 | 5 yrs |
| John Sims | Board Member | 2021 | 5 yrs |
| Lisa Loichinger | Board Member | 2021 | 5 yrs |
| Molly Graham | Board Member | 2021 | 5 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Cherie Levy | President | since 2022 |
| Madison Keller | Company secretary | since 2022 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| John Sims | Board Member | 4 | $0 | ||
| Cheryl Burns | Board Member | 6 | $0 | ||
| Cyndi Kennedy | Board Member | 5 | $0 | ||
| Christy Roberts | Board Member | 2 | $0 | ||
| Lisa Loichinger | Board Member | 3 | $0 | ||
| Molly Graham | Board Member | 8 | $0 | ||
| Cherie Levy | President | 40 | $0 | ||
| Madison Keller | Secretary | 15 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Levy Giving Fund Inc
- EIN
- 824208362
- Address
- 4960 Borchers Beach Rd, Waunakee, WI, 53597-9174
- State
- Wisconsin
- Mission
- Provide funds, goods and support to local/community non-profits. (as filed on the Form 990)
- Activity (NTEE)
- S12 Community improvement and capacity building
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 6 (IRS master file code)
- Formed
- 2017
- Principal officer
- Cherie A Levy (as named on the Form 990)
- IRS ruling date
- 1 September 2018
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥5years on the filingsCheryl Burns
≥5years on the filingsChristy Roberts
≥5years on the filingsCyndi Kennedy
≥5years on the filingsJohn Sims
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $1.8m
- Total liabilities
- $0
- Net assets or fund balances
- $1.8m
- Contributions and grants received
- $1.2m
- Program service revenue
- $0
- Grants and similar paid out
- $139k
- Employees
- 0
- Volunteers
- 18
Grants paid
6 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| American Family Children's Hospital | General Expenses and Capital Improvements | $43k |
| Saint John's School | School Facility Improvement | $25k |
| Heartland | General Operations | $10k |
| Ronald McDonald House Charity of Wisconsin | General Operating | $10k |
| Gildas Club of Madison | General Operating | $6k |
| Madison Reading Project | General Operating | $6k |