Nonprofit · EIN 74-2936686
PAUL AND LEA LEVINE FOUNDATION
Tax-exempt · CORONADO, CA 92178
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $611,900 | $468,130 | $143,770 | $5,696,755 | $0 | $5,696,755 |
| December 31, 2023 | 990-PF | $324,435 | $414,939 | -$90,504 | $5,269,637 | $0 | $5,269,637 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $174,867
- Interest
- $1,468
- Net gain from sales of assets
- $435,565
Expenses
- Grants and similar amounts paid
- $300,100
- Compensation of officers, directors and key employees
- $153,932
- Disbursements for charitable purposes
- $300,100
- Excise tax on investment income
- $6,717
Balance sheet and other
- Total assets, start of year
- $5,269,637
- Total assets, end of year
- $5,696,755
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,696,755
- Fair market value of assets
- $6,110,266
- Qualifying distributions
- $300,100
- Net investment income
- $611,900
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William J Maxam Post Office Box 181173, Coronado, CA 92178 | President | 2 | $36,443 |
| John Hart 1001 B Avenue Ste 211, Coronado, CA 92118 | Secretary | 1 | $9,638 |
| Joseph Morse 5520 Wellesley Street Ste 206, La Mesa, CA 91942 | VP | 1 | $9,638 |
| Morse Wealth Management LLC 5520 Wellesley Street Ste 206, La Mesa, CA 91942 | Agent | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William J Maxam Post Office Box 181173, Coronado, CA 92178 | President | 2 | $35,876 |
| John Hart 1001 B Avenue Ste 211, Coronado, CA 92118 | Secretary | 1 | $9,485 |
| Joseph Morse 5520 Wellesley Street Ste 206, La Mesa, CA 91942 | VP | 1 | $9,485 |
| Morse Wealth Management LLC 5520 Wellesley Street Ste 206, La Mesa, CA 91942 | Agent | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 181173, CORONADO, CA 92178-1173
- In care of
- % MRS BURGESS LEA LEVINE
- Signed the 990-PF
- John Hart, Secretary
- Phone
- (619) 435-4426
- Return prepared by
- Hayes Hart CPAs Wealth Management Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 74-2936686 or by the name PAUL AND LEA LEVINE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-2936686
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,696,755
- Income (IRS master file)
- $7,968,363
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $611,900 | $468,130 | $5,696,755 | XML |
| 990-PF | December 2023 | $324,435 | $414,939 | $5,269,637 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 74-2936686).
Questions about PAUL AND LEA LEVINE FOUNDATION
- What is the EIN of PAUL AND LEA LEVINE FOUNDATION?
- The employer identification number (EIN) of PAUL AND LEA LEVINE FOUNDATION is 74-2936686.
- Is PAUL AND LEA LEVINE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to PAUL AND LEA LEVINE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL AND LEA LEVINE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL AND LEA 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 PAUL AND LEA 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 PAUL AND LEA LEVINE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 3 received compensation from the organization, the highest $36,443 (William J Maxam, President).
- How much revenue does PAUL AND LEA LEVINE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $611,900, expenses of $468,130 and total assets of $5,696,755 at year end.
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All nonprofits in CORONADO · California · Philanthropy, voluntarism and grantmaking foundations