Nonprofit · EIN 33-2284695
BENEFICIAL RETURNS INC
Tax-exempt · SAN FRANCISCO, CA 94114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $309,274 | $17,869 | $291,405 | $3,336,882 | $3,045,478 | $291,404 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $228,498
- Program service revenue
- $0
- Investment income
- $80,775
- Royalties
- $1
- Other revenue
- $1
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $120
- Accounting fees
- $3,500
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $3,336,882
- Total liabilities, end of year
- $3,045,478
- Net assets, end of year
- $291,404
- Net assets without donor restrictions
- $264,190
- Net assets with donor restrictions
- $272,214
- Gross receipts
- $309,273
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2025
- State of legal domicile
- DE
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Theodore Levinson | Board Member Trustee or director | – | $0 |
| Michael Gabriel | Treasurer Trustee or director, Officer | – | $0 |
| Michael Lebovitz | Board President Trustee or director, Officer | – | $0 |
| Carlos Pierre | Board Member Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 261 CORBETT AVE, SAN FRANCISCO, CA 94114-1842
- In care of
- % THEODORE LEVINSON
- Principal officer (990 for 2025)
- Theodore Levinson, 261 Corbett Avenue, San Francisco, CA 94114
- Signed the 990
- Theodore Levinson, Board Member
- Phone
- (415) 994-6668
Mission
To reduce poverty and improve the natural environment, particularly in Latin America and Southeast Asia, through impact investing.
Program accomplishments
- This is our first year of operations and the organization did not have any program services this year.0
- This is our first year of operations and the organization did not have any program services this year.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | No data |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 33-2284695
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2026
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,336,882
- Income (IRS master file)
- $309,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BENEFICIAL RETURNS INC
- What is the EIN of BENEFICIAL RETURNS INC?
- The employer identification number (EIN) of BENEFICIAL RETURNS INC is 33-2284695.
- Is BENEFICIAL RETURNS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to BENEFICIAL RETURNS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BENEFICIAL RETURNS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BENEFICIAL RETURNS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENEFICIAL RETURNS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BENEFICIAL RETURNS INC?
- The 990 for the year ended December 31, 2025 names Theodore Levinson.
- Who are the officers and directors of BENEFICIAL RETURNS INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BENEFICIAL RETURNS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $309,274, expenses of $17,869 and total assets of $3,336,882 at year end.
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