PAUL AND LEA LEVINE FOUNDATION

Cite this

Plain text PAUL AND LEA LEVINE FOUNDATION. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/paul-and-lea-levine-foundation-742936686. Retrieved 2026-10-24.

APA furp.org. (n.d.). PAUL AND LEA LEVINE FOUNDATION [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 24, 2026, from https://furp.org/org/paul-and-lea-levine-foundation-742936686

MLA “PAUL AND LEA LEVINE FOUNDATION.” furp.org, tax years 2013–2024, https://furp.org/org/paul-and-lea-levine-foundation-742936686. Accessed 24 Oct. 2026.

Retrieved 2026-10-24; covers tax years 2013–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $612K · expenses $468K · assets $5.7M

EIN
74-2936686
Address
PO BOX 181173, CORONADO, CA 92178-1173
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 2000 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

5 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
William J Maxam President2013-2024 $36,443$400,728 1
Morse Wealth Management LLC Institution Agent2019-2024 $0$318,423 1
Joseph Morse VP2013-2024 $9,638$104,763 1
John Hart Secretary2013-2024 $9,638$104,759 1
Wells Fargo Bank Na Institution (former) Agent2013-2018 $72,448$395,807 3453

People by year

2024 · 4 people listed · 3 paid, $56K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William J Maxam President2 $36,443-- $36,4431
John Hart Secretary1 $9,638-- $9,6381
Joseph Morse VP1 $9,638-- $9,6381
Morse Wealth Management LLC Institution Agent2 $0-- $01
2023 · 4 people listed · 3 paid, $55K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William J Maxam President2 $35,876-- $35,8761
John Hart Secretary1 $9,485-- $9,4851
Joseph Morse VP1 $9,485-- $9,4851
Morse Wealth Management LLC Institution Agent2 $0-- $01
2022 · 4 people listed · 4 paid, $153K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Morse Wealth Management LLC Institution Agent2 $87,682-- $87,6821
William J Maxam President2 $42,922-- $42,9221
John Hart Secretary1 $11,382-- $11,3821
Joseph Morse VP1 $11,382-- $11,3821
2021 · 4 people listed · 4 paid, $129K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Morse Wealth Management LLC Institution Agent2 $68,116-- $68,1161
William J Maxam President2 $39,610-- $39,6101
John Hart Secretary1 $10,490-- $10,4901
Joseph Morse VP1 $10,490-- $10,4901
2020 · 4 people listed · 4 paid, $143K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Morse Wealth Management LLC Institution Agent2 $81,629-- $81,6291
William J Maxam President2 $40,408-- $40,4081
Joseph Morse VP1 $10,706-- $10,7061
John Hart Secretary1 $10,705-- $10,7051
2019 · 4 people listed · 4 paid, $134K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Morse Wealth Management LLC Institution Agent2 $80,996-- $80,9961
William J Maxam President2 $34,593-- $34,5931
Joseph Morse VP1 $9,274-- $9,2741
John Hart Secretary1 $9,273-- $9,2731
2018 · 4 people listed · 4 paid, $122K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Wells Fargo Advisors Institution Agent10 $72,448-- $72,4483453
William J Maxam President10 $32,606-- $32,6061
John Hart Secretary2 $8,645-- $8,6451
Joseph Morse VP2 $8,645-- $8,6451
2017 · 4 people listed · 4 paid, $111K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Wells Fargo Advisors Institution Agent10 $65,166-- $65,1663453
William J Maxam President10 $29,959-- $29,9591
John Hart Secretary2 $7,932-- $7,9321
Joseph Morse VP2 $7,932-- $7,9321
2016 · 4 people listed · 4 paid, $98K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Wells Fargo Advisors Institution Agent10 $57,211-- $57,2113453
William J Maxam President10 $26,602-- $26,6021
Joseph Morse VP2 $7,121-- $7,1211
John Hart Secretary2 $7,120-- $7,1201
2015 · 4 people listed · 4 paid, $87K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Wells Fargo Advisors Institution Agent10 $49,899-- $49,8993453
William J Maxam President10 $24,418-- $24,4181
John Hart Secretary2 $6,533-- $6,5331
Joseph Morse VP2 $6,533-- $6,5331
2014 · 4 people listed · 4 paid, $114K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Wells Fargo Advisors Institution Agent10 $73,084-- $73,0843453
William J Maxam President10 $27,429-- $27,4291
Joseph Morse VP2 $6,981-- $6,9811
John Hart Secretary2 $6,980-- $6,9801
2013 · 4 people listed · 4 paid, $121K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Wells Fargo Advisors Institution Agent10 $77,999-- $77,9993453
William J Maxam President10 $29,862-- $29,8621
John Hart Secretary2 $6,576-- $6,5761
Joseph Morse VP2 $6,576-- $6,5761

Highest-paid independent contractors

2024 · 1 contractor · $13K
NameLocationServicePaid
Joan KellyLa Mesa, CAConsultant$12,900
2023 · 1 contractor · $13K
NameLocationServicePaid
Joan KellyLa Mesa, CAConsultant$12,600
2022 · 1 contractor · $12K
NameLocationServicePaid
Joan KellyLa Mesa, CAConsultant$12,400
2021 · 1 contractor · $11K
NameLocationServicePaid
Joan KellyLa Mesa, CAConsultant$11,400
2020 · 1 contractor · $14K
NameLocationServicePaid
Joan KellyLa Mesa, CAConsultant$13,850
2019 · 1 contractor · $13K
NameLocationServicePaid
Joan KellyLa Mesa, CAConsultant$12,600

State business registration

The same business name in the same state, from the state’s official registry data.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $3K · 53 grants to individuals · $297K
2023 · 1 grant to organizations · $2K · 53 grants to individuals · $255K
2022 · 1 grant to organizations · $20K · 44 grants to individuals · $228K
2021 · 0 grants to organizations · $0 · 40 grants to individuals · $310K
2020 · 0 grants to organizations · $0 · 41 grants to individuals · $272K
2019 · 0 grants to organizations · $0 · 41 grants to individuals · $278K
2018 · 0 grants to organizations · $0 · 40 grants to individuals · $261K
2017 · 0 grants to organizations · $0 · 38 grants to individuals · $226K
2016 · 0 grants to organizations · $0 · 34 grants to individuals · $181K
2015 · 0 grants to organizations · $0 · 29 grants to individuals · $136K
2014 · 0 grants to organizations · $0 · 28 grants to individuals · $178K
2013 · 0 grants to organizations · $0 · 30 grants to individuals · $182K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 1 contributor · $17K
#ContributorTypeCity, stateTotalNoncashSource
1 Levine Family 1998 Trust Person Coronado, CA $17,245- Form 990PF Sch. B, 2022 · filing
2018 · 1 contributor · $1.2M
#ContributorTypeCity, stateTotalNoncashSource
1 Levine Family 1998 Trust Person Coronado, CA $1,182,969$1,054,026 Form 990PF Sch. B, 2018 · filing
2016 · 1 contributor · $1.5M
#ContributorTypeCity, stateTotalNoncashSource
1 Levine Family 1998 Trust Person Coronado, CA $1,468,124- Form 990PF Sch. B, 2016 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$611,900$468,130 $5,696,755$5,696,755 -- $153,932--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$324,435$414,939 $5,269,637$5,269,637 -- $147,846--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$349,955$438,330 $5,354,984$5,354,984 -- $165,768--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$689,957$489,039 $5,443,359$5,443,359 -- $128,707--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$175,306$449,287 $5,243,822$5,243,822 -- $143,448--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$419,417$439,688 $5,515,024$5,515,024 -- $134,136--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$1,731,362$407,950 $5,542,552$5,542,552 $1,185,287- $122,344--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$256,236$361,747 $4,219,140$4,219,140 -- $110,989--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,320,387$295,761 $4,324,651$4,324,651 $1,468,124- $98,054--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
-$26,060$241,935 $3,300,025$3,300,025 -- $87,383--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$342,200$313,011 $3,568,020$3,568,020 -- $114,474--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$237,495$318,671 $3,532,346$3,532,346 -- $121,013--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HIND FOUNDATIONCAT22 $604,376$3,334,206 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
AKIAN FOUNDATIONCAT22 $676,273$340,149 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
THE PAIX ALIA FOUNDATIONCAT22 $634,815$313,058 DIRECTOR, PRES/CEO, AND CF$0 Same NTEE code T22, revenue within 2x, same state
BP FOUNDATIONCAT22 $585,068$876,082 TRUSTEE$108,571 Same NTEE code T22, revenue within 2x, same state
GU FOUNDATIONCAT22 $561,556$128,689 CEO$0 Same NTEE code T22, revenue within 2x, same state
GULU AND INDRA ADVANI FOUNDATIONCAT22 $605,941$581,892 Chief Executive Offi$0 Same NTEE code T22, revenue within 2x, same state
BESS AND GEORGE VORON FOUNDATIONCAT22 $568,118$192,067 Trustee$0 Same NTEE code T22, revenue within 2x, same state
LOREEN ARBUS FOUNDATIONCAT22 $683,237$625,311 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
ELAION FOUNDATIONCAT22 $604,324$460,035 President$0 Same NTEE code T22, revenue within 2x, same state
VOGT FOUNDATIONCAT22 $649,271$1,390,640 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
JCL ANDERSON FAMILY FOUNDATIONCAT22 $618,643$395,452 President$0 Same NTEE code T22, revenue within 2x, same state
KIEVE FOUNDATIONCAT22 $555,196$567,843 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
SIGMUND FOUNDATION INCCAT22 $574,470$182,697 PRESIDENT,TREASURER$0 Same NTEE code T22, revenue within 2x, same state
EL ROI FOUNDATIONCAT22 $597,602$551,039 PRESIDENT/AS REQUIRED$0 Same NTEE code T22, revenue within 2x, same state
KADIMA FOUNDATIONCAT22 $655,286$1,070,229 SECRETARY/CFO$0 Same NTEE code T22, revenue within 2x, same state
CHENNS FOUNDATIONCAT22 $658,625$193,045 CEO$0 Same NTEE code T22, revenue within 2x, same state
DGB FOUNDATION INCCAT22 $606,454$606,454 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SHOKOOH FOUNDATIONCAT22 $588,362$380,240 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
FAN FAMILY FOUNDATIONCAT22 $570,833$330,999 President$32,000 Same NTEE code T22, revenue within 2x, same state
GAREATIS FOUNDATIONCAT22 $672,406$198,647 President$0 Same NTEE code T22, revenue within 2x, same state
PG PENSKE FOUNDATION INCCAT22 $597,243$590,333 CHAIRMAN$0 Same NTEE code T22, revenue within 2x, same state
THE@LISA AND STEVE ALTMAN FAMILY FOUNDATIONCAT22 $572,115$611,403 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
THATCHER FOUNDATIONCAT22 $683,924$1,025,133 PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
GLEN AND ANGELA CHARLES FAMILY FOUNDATIONCAT22 $557,961$290,771 PRESIDENT; DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CLAY FOUNDATION-WESTCAT22 $683,612$647,190 President$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
EDWARD CHARLES FOUNDATION DAF sponsor$19,561,5101 12021–2021 FELTHEIMER FAMILY FOUNDATION
EMANUEL & RIANE GRUSS CHARITABLE FOUNDATION INC Private foundation$4,901,1181 12015–2015 L4 FOUNDATION
THE CHAR AND CHUCK FOWLER FAMILY FOUNDATION Private foundation$1,000,0005 12020–2024 SANDSTONE FOUNDATION
DECHOMAI FOUNDATION INC DAF sponsor$400,0001 12021–2021 FELTHEIMER FAMILY FOUNDATION
COMMUNITY FOUNDATION SANTA CRUZ COUNTY DAF sponsor$209,5375 12020–2024 SANTA CRUZ COUNTY FAIRGROUNDS FOUNDATION
DECHOMAI ASSET TRUST DAF sponsor$189,1251 12021–2021 FELTHEIMER FAMILY FOUNDATION
WAYFARER FOUNDATION Private foundation$50,0001 12022–2022 GLOBAL ACADEMY FOUNDATION
ROCKEFELLER FOUNDATION Private foundation$25,0001 12022–2022 GLOBAL ACADEMY FOUNDATION
CODE BLUE CHARITABLE FOUNDATION INC Private foundation$20,0001 12016–2016 GLOBAL ACADEMY FOUNDATION
THE BILL BASS FOUNDATION Private foundation$20,0002 12019–2020 SAM AND MARY PALUMBO FAMILY FOUNDATION
Michael A Kahn Family Foundation Private foundation$12,5002 12013–2015 LONGLEAF FOUNDATION
FARRELL FAMILY FOUNDATION Private foundation$10,0001 12022–2022 LEGATUS FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$8,6501 12022–2022 SANTA CRUZ COUNTY FAIRGROUNDS FOUNDATION
TIDES FOUNDATION DAF sponsor$5,0001 12020–2020 METHODIST FOUNDATION OF SANTA MONIC
HARRY AND FLORENCE SLOAN FOUNDATION Private foundation$5,0001 12022–2022 FELTHEIMER FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $468,130 spent · pay $153,932 · grants $300,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $300,100 64.1%
Pay: officers, directors, trustees $153,932 32.9%
Occupancy $7,150 1.5%
Fees: accounting $6,600 1.4%
Other expenses $348 0.1%
Total$468,130100%

View the filing

2023 · Form 990PF · $414,939 spent · pay $147,846 · grants $257,620 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $257,620 62.1%
Pay: officers, directors, trustees $147,846 35.6%
Occupancy $8,750 2.1%
Other expenses $623 0.2%
Taxes $100 0.0%
Total$414,939100%

View the filing

2022 · Form 990PF · $438,330 spent · pay $165,768 · grants $247,920 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $247,920 56.6%
Pay: officers, directors, trustees $165,768 37.8%
Taxes $13,467 3.1%
Occupancy $7,800 1.8%
Fees: accounting $3,150 0.7%
Other expenses $225 0.1%
Total$438,330100%

View the filing

2021 · Form 990PF · $489,039 spent · pay $128,707 · grants $309,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $309,900 63.4%
Pay: officers, directors, trustees $128,707 26.3%
Fees: other professional $35,829 7.3%
Occupancy $7,800 1.6%
Fees: accounting $6,300 1.3%
Other expenses $453 0.1%
Taxes $50 0.0%
Total$489,039100%

View the filing

2020 · Form 990PF · $449,287 spent · pay $143,448 · grants $272,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $272,100 60.6%
Pay: officers, directors, trustees $143,448 31.9%
Fees: other professional $13,850 3.1%
Occupancy $7,800 1.7%
Fees: accounting $5,925 1.3%
Fees: legal $5,000 1.1%
Other expenses $1,079 0.2%
Taxes $85 0.0%
Total$449,287100%

View the filing

2019 · Form 990PF · $439,688 spent · pay $134,136 · grants $277,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $277,900 63.2%
Pay: officers, directors, trustees $134,136 30.5%
Fees: other professional $12,600 2.9%
Occupancy $7,750 1.8%
Fees: accounting $3,125 0.7%
Fees: legal $2,936 0.7%
Other expenses $1,081 0.2%
Taxes $160 0.0%
Total$439,688100%

View the filing

2018 · Form 990PF · $407,950 spent · pay $122,344 · grants $261,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $261,100 64.0%
Pay: officers, directors, trustees $122,344 30.0%
Fees: other professional $13,400 3.3%
Occupancy $7,800 1.9%
Fees: accounting $3,100 0.8%
Other expenses $121 0.0%
Taxes $85 0.0%
Total$407,950100%

View the filing

2017 · Form 990PF · $361,747 spent · pay $110,989 · grants $226,100 · events $825
LineAs describedTotalShare
Contributions, gifts, grants paid $226,100 62.5%
Pay: officers, directors, trustees $110,989 30.7%
Fees: other professional $13,950 3.9%
Occupancy $3,900 1.1%
Fees: accounting $3,085 0.9%
Other expenses $2,738 0.8%
Travel, conferences and meetings $825 0.2%
Taxes $160 0.0%
Total$361,747100%

View the filing

2016 · Form 990PF · $295,761 spent · pay $98,054 · grants $181,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $181,100 61.2%
Pay: officers, directors, trustees $98,054 33.2%
Fees: other professional $11,950 4.0%
Fees: accounting $2,915 1.0%
Other expenses $1,732 0.6%
Taxes $10 0.0%
Total$295,761100%

View the filing

2015 · Form 990PF · $241,935 spent · pay $87,383 · grants $136,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $136,500 56.4%
Pay: officers, directors, trustees $87,383 36.1%
Fees: other professional $11,400 4.7%
Taxes $3,962 1.6%
Fees: accounting $2,675 1.1%
Other expenses $15 0.0%
Total$241,935100%

View the filing

2014 · Form 990PF · $313,011 spent · pay $114,474 · grants $177,500 · events $406
LineAs describedTotalShare
Contributions, gifts, grants paid $177,500 56.7%
Pay: officers, directors, trustees $114,474 36.6%
Fees: other professional $11,400 3.6%
Fees: accounting $4,700 1.5%
Taxes $4,481 1.4%
Travel, conferences and meetings $406 0.1%
Other expenses $50 0.0%
Total$313,011100%

View the filing

2013 · Form 990PF · $318,671 spent · pay $121,013 · grants $182,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $182,500 57.3%
Pay: officers, directors, trustees $121,013 38.0%
Fees: other professional $9,524 3.0%
Fees: accounting $2,957 0.9%
Taxes $1,284 0.4%
Other expenses $833 0.3%
Fees: legal $560 0.2%
Total$318,671100%

View the filing

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