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Nonprofit · EIN 59-2113489

OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I

Also known as LEVINE STANLEY TTEE

Tax-exempt · MIAMI, FL 33133

Financials

$11K$4K2022$24K$38K2023$45K$53K2024
Revenue Expenses · by fiscal year end
Financials of OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$45,015$52,746-$7,731$354,678$0$354,678
June 30, 2024990-PF$23,671$37,525-$13,854$323,665$0$323,665
June 30, 2023990-PF$11,073$4,297$6,776$375,223$0$375,223
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$11,642
Net gain from sales of assets
$33,373

Expenses

Grants and similar amounts paid
$50,000
Disbursements for charitable purposes
$51,223
Excise tax on investment income
$609

Balance sheet and other

Total assets, start of year
$323,665
Total assets, end of year
$354,678
Total liabilities, end of year
$0
Net assets, end of year
$354,678
Fair market value of assets
$354,678
Qualifying distributions
$51,223
Net investment income
$45,015

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELAINE LEVINE
3350 MARY STREET, MIAMI, FL 331335215
REPRESENTATI1$0
ALAN LEVINE
3350 MARY STREET, MIAMI, FL 33133
CFO1$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
ELAINE LEVINE
3350 MARY STREET, MIAMI, FL 331335215
REPRESENTATI1$0
ALAN LEVINE
3350 MARY STREET, MIAMI, FL 33133
CFO1$0
990-PF for the year ended June 30, 2023: 2 people
NameTitleHours / weekCompensation
ELAINE LEVINE
3350 MARY STREET, MIAMI, FL 331335215
REPRESENTATI1$0
ALAN LEVINE
3350 MARY STREET, MIAMI, FL 33133
CFO1$0

Address and contacts

Address (IRS master file)
3350 MARY ST, MIAMI, FL 33133-5215
In care of
% LEVINE & PARTNERS PA
Signed the 990-PF
ALAN LEVINE, CFO
Phone
(305) 372-1350
Return prepared by
KWAL & OLIVA PA CPAS

What it must file and when

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
59-2113489
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
1982
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$354,678
Income (IRS master file)
$61,473

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$45,015$52,746$354,678XML
990-PFJune 2024$23,671$37,525$323,665IRS
990-PFJune 2023$11,073$4,297$375,223XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 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 59-2113489).

Questions about OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I

What is the EIN of OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I?
The employer identification number (EIN) of OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I is 59-2113489.
Is OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I file?
Form 990-PF. Private foundations file every year.
When is the next return of OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I?
The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does OBDULIA S DE VON BERNARD CHARITABLE FOUNDATION TR I have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $45,015, expenses of $52,746 and total assets of $354,678 at year end.

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