Max & Anna Levinson Foundation
- Assets
- $9.8m
- Revenue
- $662.2k
- Investments
- $9.1m
- Employees
- 0
- Location
- Santa Fe, NM
- Founding
- 08/1958
- Data as of
- 05/2024
- EIN
- 23-6282844
Organization Overview
Max & Anna Levinson Foundation is located in Santa Fe, NM. The organization was established in 1958. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Max & Anna Levinson Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2024, Max & Anna Levinson Foundation generated $662.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (9.6%) each year. All expenses for the organization totaled $1.2m during the year ending 05/2024. As we would expect to see with falling revenues, expenses have declined by (2.7%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
THERE WAS A TOTAL OF $4,500 IN DIRECT CHARITABLE GIVING FOR THE YEAR, FOR FOOD, FUEL, SHELTER AND MEDICAL SERVICES AT THE STANDING ROCK SIOUX TRIBE CAMP IN NORTH DAKOTA.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robin Beck President | 40 | $129,954 | |
Suntara Loba Secretary | 40 | $106,335 | |
Ed Levinson Director | 2 | $4,500 | |
Charlotte Levinson Treasurer | 2 | $4,500 | |
Gordon Levinson Director | 2 | $4,500 | |
Rachel Levinson-Krich Director | 2 | $4,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $289,035 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $373,138 |
| Capital Gain Net Income | $373,138 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $662,173 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $350,268 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $43,476 |
| Depreciation | $0 |
| Occupancy | $9,414 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $177,377 |
| Total operating and administrative expenses | $605,325 |
| Contributions, gifts, grants paid | $617,280 |
| Total expenses and disbursements | $1,222,605 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $61,762 |
| Savings and temporary cash investments | $563,010 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $10,224 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $26,510 |
| Total assets | $9,768,084 |
| Accounts payable and accrued expenses | $7,154 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $183,783 |
| Total liabilities | $190,937 |