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Nonprofit · EIN 16-1310753

WILLIAM AND MILDRED LEVINE FOUNDATION

Tax-exempt · HUNTINGTN BCH, CA 92649

Financials

$653K$746K2023$809K$507K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM AND MILDRED LEVINE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$809,071$507,008$302,063$13,734,254$0$13,734,254
December 31, 2023990-PF$653,008$745,610-$92,602$13,406,803$0$13,406,803
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$328,588
Interest
$161,989
Net gain from sales of assets
$317,418
Other income
$1,076

Expenses

Grants and similar amounts paid
$360,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$393,250
Excise tax on investment income
$9,256

Balance sheet and other

Total assets, start of year
$13,406,803
Total assets, end of year
$13,734,254
Total liabilities, end of year
$0
Net assets, end of year
$13,734,254
Fair market value of assets
$16,997,435
Qualifying distributions
$393,250
Net investment income
$809,071

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TODD LEVINE
4941 ASHVILLE DRIVE, HUNTINGTON BEACH, CA 92649
PRESIDENT & DIRECTOR1$0
BARBARA SLATER
7878 E GAINEY RANCH RD 31, SCOTTSDALE, AZ 85258
DIRECTOR1$0
RICHARD LEVINE
852 HARBOUR ISLES PL, N PALM BEACH, FL 33410
TREASURER/CFO1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
TODD LEVINE
4941 ASHVILLE DRIVE, HUNTINGTON BEACH, CA 92649
PRESIDENT & DIRECTOR1$0
BARBARA SLATER
7878 E GAINEY RANCH RD 31, SCOTTSDALE, AZ 85258
DIRECTOR1$0
RICHARD LEVINE
852 HARBOUR ISLES PL, N PALM BEACH, FL 33410
TREASURER/CFO1$0

Address and contacts

Address (IRS master file)
4941 ASHVILLE DR, HUNTINGTN BCH, CA 92649-6445
Signed the 990-PF
TODD LEVINE, PRESIDENT
Phone
(585) 272-0606
Return prepared by
INSERO ADVISORS LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 16-1310753 or by the name WILLIAM AND MILDRED LEVINE FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
16-1310753
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,734,254
Income (IRS master file)
$6,607,878

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$809,071$507,008$13,734,254IRS
990-PFDecember 2023$653,008$745,610$13,406,803XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1310753).

Questions about WILLIAM AND MILDRED LEVINE FOUNDATION

What is the EIN of WILLIAM AND MILDRED LEVINE FOUNDATION?
The employer identification number (EIN) of WILLIAM AND MILDRED LEVINE FOUNDATION is 16-1310753.
Is WILLIAM AND MILDRED LEVINE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to WILLIAM AND MILDRED LEVINE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM AND MILDRED LEVINE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM AND MILDRED LEVINE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM AND MILDRED LEVINE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WILLIAM AND MILDRED LEVINE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does WILLIAM AND MILDRED LEVINE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $809,071, expenses of $507,008 and total assets of $13,734,254 at year end.

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