Nonprofit · EIN 23-6282844
MAX & ANNA LEVINSON FOUNDATION
Tax-exempt · SANTA FE, NM 87502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $1,411,872 | $1,186,073 | $225,799 | $9,974,898 | $171,952 | $9,802,946 |
| May 31, 2024 | 990-PF | $662,173 | $1,222,605 | -$560,432 | $9,768,084 | $190,937 | $9,577,147 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $270,094
- Net gain from sales of assets
- $1,141,778
Expenses
- Grants and similar amounts paid
- $585,235
- Compensation of officers, directors and key employees
- $375,622
- Disbursements for charitable purposes
- $1,031,396
- Excise tax on investment income
- $18,668
Balance sheet and other
- Total assets, start of year
- $9,768,084
- Total assets, end of year
- $9,974,898
- Total liabilities, end of year
- $171,952
- Net assets, end of year
- $9,802,946
- Fair market value of assets
- $14,521,194
- Qualifying distributions
- $1,031,396
- Net investment income
- $1,411,872
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Robin Beck PO Box 6309, Santa Fe, NM 87502 | President | 40 | $126,278 | $24,550 |
| Suntara Loba PO Box 6309, Santa Fe, NM 87502 | Secretary | 40 | $99,158 | $20,254 |
| Ed Levinson PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
| Charlotte Levinson PO Box 6309, Santa Fe, NM 87502 | Treasurer | 2 | $4,500 | – |
| Gordon Levinson PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
| Chava Makman-Levinson PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
| Rachel Levinson-Krich PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
| Julian Levinson PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
| Carol Doroshow PO Box 6309, Santa Fe, NM 87502 | Vice President | 1 | $4,500 | – |
| Pieter Sweval PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
| Rachel Blackmon PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
| Shayna Levinson PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
| Eden Levinson PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
| Sam Gabel PO Box 6309, Santa Fe, NM 87502 | Director | 1 | $4,500 | – |
990-PF for the year ended May 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Robin Beck PO Box 6309, Santa Fe, NM 87502 | President | 40 | $129,954 | $23,836 |
| Suntara Loba PO Box 6309, Santa Fe, NM 87502 | Secretary | 40 | $106,335 | $18,083 |
| Ed Levinson PO Box 237, Mill Valley, CA 94942 | Director | 2 | $4,500 | – |
| Charlotte Levinson PO Box 6309, Santa Fe, NM 87502 | Treasurer | 2 | $4,500 | – |
| Gordon Levinson 7337 Corte Tomillo, Carlsbad, CA 92009 | Director | 2 | $4,500 | – |
| Rachel Levinson-Krich 2 Schweld Ct, Fair Lawn, NJ 07410 | Director | 2 | $4,500 | – |
| Julian Levinson C/O PO Box 6309, Santa Fe, NM 87502 | Director | 2 | $4,500 | – |
| Carol Doroshow 8246 4th Ave NE, Seattle, WA 98115 | Vice President | 2 | $4,500 | – |
| Pieter Sweval 8246 4th Ave NE, Seattle, WA 98115 | Director | 2 | $4,500 | – |
| Rachel Blackmon PO Box 6309, Santa Fe, NM 87502 | Director | 2 | $4,500 | – |
| Shayna Levinson 7337 Corte Tomillo, Carlsbad, CA 92009 | Director | 2 | $4,500 | – |
| Eden Levinson 7337 Corte Tomillo, Carlsbad, CA 92009 | Director | 2 | $4,500 | – |
| Sam Gabel PO Box 6309, Santa Fe, NM 87502 | Director | 2 | $4,500 | – |
Address and contacts
- Address (IRS master file)
- PO BOX 6309, SANTA FE, NM 87502-6309
- In care of
- % CHARLOTTE LEVINSON
- Signed the 990-PF
- Robin Beck, President
- Phone
- (505) 995-8802
- Return prepared by
- R & H Accounting Solutions
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6282844
- 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
- 1958
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,974,898
- Income (IRS master file)
- $4,512,317
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $1,411,872 | $1,186,073 | $9,974,898 | XML |
| 990-PF | May 2024 | $662,173 | $1,222,605 | $9,768,084 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2018 | – | – | – | 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 23-6282844).
Questions about MAX & ANNA LEVINSON FOUNDATION
- What is the EIN of MAX & ANNA LEVINSON FOUNDATION?
- The employer identification number (EIN) of MAX & ANNA LEVINSON FOUNDATION is 23-6282844.
- Is MAX & ANNA LEVINSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to MAX & ANNA LEVINSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAX & ANNA LEVINSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAX & ANNA LEVINSON FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MAX & ANNA LEVINSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of MAX & ANNA LEVINSON FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 14 people; 14 received compensation from the organization, the highest $126,278 (Robin Beck, President).
- How much revenue does MAX & ANNA LEVINSON FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,411,872, expenses of $1,186,073 and total assets of $9,974,898 at year end.
Other nonprofits in SANTA FE
- ST VINCENT HOSPITAL EIN 85-0106941 · last filed 990 for 2025
- PRESBYTERIAN MEDICAL SERVICES EIN 85-0206810 · last filed 990 for 2025
- DEL NORTE CREDIT UNION EIN 85-0124035 · last filed 990 for 2024
- CREDIT UNIONS IN THE STATE OF NEW MEXICO EIN 85-6010733 · last filed 990 for 2024
- SOUTHWEST C A R E CENTER EIN 85-0397444 · last filed 990 for 2025
- HOMEWISE INC EIN 85-0346325 · last filed 990 for 2025
- SANTA FE INSTITUTE EIN 85-0325494 · last filed 990 for 2024
- THE SANTA FE OPERA EIN 85-0131810 · last filed 990 for 2025