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BENJAMIN S LEVINE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BENJAMIN S LEVINE FOUNDATION (EIN 65-1028048)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202601349349104285
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T13:23:32-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN900002702PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wendy L Kaufman CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1562 Baylor AvenueAddressLine1Txt
CityRiver ValeCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07675ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651028048EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENJAMIN S LEVINE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBENJBusinessNameControlTxt
Phone2013912799PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 HEATHER HILL LANEAddressLine1Txt
CityWOODCLIFF LAKECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07677ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLaurette VogelPersonNm
Person TitleTrusteePersonTitleTxt
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY L KAUFMANPreparerPersonNm
PTINP00845456PTIN
Phone2016662000PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,791DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,791DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,791DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$26,148NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$133,505GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,148CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$21,628NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$37,939TotalRevAndExpnssAmt
Total Net Invst Incm$37,939TotalNetInvstIncmAmt
Total Adj Net Incm$33,419TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,204OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,204OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$295TaxesRevAndExpnssAmt
Taxes Net Invst Incm$295TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,999TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,999TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,802ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,802ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,801TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,999TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,802TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,138ExcessRevenueOverExpensesAmt
Net Investment Income$32,940NetInvestmentIncomeAmt
Adjusted Net Income$33,419AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,620SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,896SavAndTempCashInvstEOYAmt
Prepaid Expenses BOY$79PrepaidExpensesBOYAmt
Prepaid Expenses EOY$76PrepaidExpensesEOYAmt
Corporate Stock BOY$254,693CorporateStockBOYAmt
Corporate Stock EOY$268,558CorporateStockEOYAmt
Total Assets BOY$279,392TotalAssetsBOYAmt
Total Assets EOY$292,530TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$279,392CapitalStockBOYAmt
Capital Stock EOY$292,530CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$279,392TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$292,530TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$279,392TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$292,530TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$279,392TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,138ExcessRevenueOverExpensesAmt
Subtotal$292,530SubtotalAmt
Tot Net Ast Or Fund Balances EOY$292,530TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
FidelityP$13,034$12,163$871$871
FidelityP$115,240$94,483$20,757$20,757
20 Sh JP Morgan Chase & CoP$5,231$711$4,520$4,5201999-11-292025-05-22
FieldValueIRS element (for citing)
Capital Gain Net Income$26,148CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$21,628NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$458InvestmentIncomeExciseTaxAmt
Subtotal$458SubtotalAmt
Tax Based On Investment Income$458TaxBasedOnInvestmentIncomeAmt
Tax Due$458TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LAURETTE VOGELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2013912799PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line139 HEATHER HILL LANEAddressLine1Txt
CityWOODCLIFF LAKECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07677ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Laurette Vogel
39 Heather Hill LaneWoodcliff LakeNJ07677Trustee5.00$0
Lawrence P Vogel
39 Heather Hill LaneWoodcliff LakeNJ07677Trustee5.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$458TaxBasedOnInvestmentIncomeAmt
Total Tax$458TotalTaxAmt
Distributable Before Adj$458DistributableBeforeAdjAmt
Distributable Before Ded$458DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,802ExpensesAndContributionsAmt
Qualifying Distributions$19,802QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$19,802QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$19,802RemainingDistriFromCorpusAmt
Total Corpus$19,802TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$19,802ExcessDistriCyovToNextYrAmt
Excess From Current Year$19,802ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLAURETTE VOGELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line139 HEATHER HILL LANEAddressLine1Txt
CityWOODCLIFF LAKECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07677ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2013912799RecipientPhoneNum
Form And Info And MaterialsDESCRIPTION OF ORGANIZATION AND STATED PURPOSE. ONLY THOSE ORGANIZATIONS THAT QUALIFY UNDER IRS SEC. 501(c)(3) SHOULD APPLY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS SHOULD BE FOR EDUCATIONAL INSTITUTIONS, MEDICAL FACILITIES, NURSING HOMES, RETIREMENT HOMES OR HEALTH CARE FACILITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Play for Pink
Edgewood Country ClubRiver Vale RdRiver ValeNJ07675NONEPOFMEDICAL RESEARCH$775
Memorial Sloan Kettering Cancer Center
417 E 68th StreetNew YorkNY10065NONEPOFMEDICAL RESEARCH$1,000
NJ Leep
570 Broad StreetNewarkNJ07102NonePOFEducation Research$10,000
Macular Degeneration Research
22512 Gateway Center DriveClarksburgMD20871NonePOFMedical Research$1,000
Planned Parenthood
123 Williams StreetNew YorkNY10038NonePOFMedical Research$1,000
Lets Win Pancreatic Cancer
422 East 72nd St Suite 9DNew YorkNY10021NonePOFMedical Research$500
Jewish Home Foundation
10 Link DriveRockleighNJ07647NonePOFMedical Research$1,000
Make A Wish Foundation
1702 East Highland Ave Suite 400PhoenixAZ85016NonePOFChildrens Charity$1,000
Barnert Temple
747 NJ 208Franklin LakesNJ07417NonePOFReligious Education$1,527
American Red Cross
520 W 49th StNew YorkNY10019NonePOFDisaster Relief$1,000
Michael J Fox Foundation
PO Box 4777New YorkNY10163NonePOFMedical Research$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,802TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,791RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$26,148RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$37,939RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,939TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Advisory FeesCategoryTxt
Amt$3,204Amt
Net Investment Income$3,204NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Income TaxCategoryTxt
Amt$295Amt
Net Investment Income$295NetInvestmentIncomeAmt