Nonprofit · EIN 58-1427515
THE LEON LEVINE FOUNDATION
Tax-exempt · CHARLOTTE, NC 28209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,119,307,403 | $71,045,743 | $1,048,261,660 | $1,930,617,421 | $112,187,749 | $1,818,429,672 |
| June 30, 2024 | 990-PF | $454,802,339 | $50,252,939 | $404,549,400 | $1,062,952,521 | $75,145,698 | $987,806,823 |
| June 30, 2023 | 990-PF | $14,848,840 | $40,362,507 | -$25,513,667 | $696,277,546 | $50,556,695 | $645,720,851 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $840,355,946
- Dividends
- $15,535,343
- Interest
- $19,354,101
- Net gain from sales of assets
- $200,896,541
- Other income
- $43,165,472
Expenses
- Grants and similar amounts paid
- $57,934,380
- Compensation of officers, directors and key employees
- $1,008,142
- Salaries, compensation and benefits (total)
- $2,660,392
- Disbursements for charitable purposes
- $63,285,452
- Excise tax on investment income
- $3,599,028
Balance sheet and other
- Total assets, start of year
- $1,062,952,521
- Total assets, end of year
- $1,930,617,421
- Total liabilities, end of year
- $112,187,749
- Net assets, end of year
- $1,818,429,672
- Fair market value of assets
- $2,045,420,049
- Qualifying distributions
- $63,285,452
- Net investment income
- $266,667,887
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Thomas W Lawrence 4600 Park Road, Charlotte, NC 28209 | Director/President, CEO | 20 | $633,831 | $34,270 |
| Michael Richardson 4600 Park Road, Charlotte, NC 28209 | Director/Sr. Program officer | 40 | $318,542 | $31,379 |
| Deborah Majewski 4600 Park Road, Charlotte, NC 28209 | Sr. Program Officer Highest-paid employee | 40 | $312,200 | $39,080 |
| Justin Steinschriber 4600 Park Road, Charlotte, NC 28209 | Sr. Vice President Highest-paid employee | 30 | $308,847 | $26,000 |
| Russell Altenburg 4600 Park Road, Charlotte, NC 28209 | Sr. Program Officer Highest-paid employee | 40 | $241,747 | $28,763 |
| LINDSAY MESSINGER 4600 Park Road, Charlotte, NC 28209 | DIR., RES. & EVAL. Highest-paid employee | 40 | $235,719 | $24,310 |
| JENNIFER ROSEN 4600 Park Road, Charlotte, NC 28209 | PD, JEWISH VALUES Highest-paid employee | 40 | $229,859 | $28,867 |
| Michael Tarwater 4600 Park Road, Charlotte, NC 28209 | Chairman of the Board | 30 | $55,769 | $90 |
| Sue Worrel 4600 Park Road, Charlotte, NC 28209 | Director | 0 | $0 | $0 |
| Michael Marsicano 4600 Park Road, Charlotte, NC 28209 | Director | 0 | $0 | $0 |
| Arrington Mixon 4600 Park Road, Charlotte, NC 28209 | Director | 0 | $0 | $0 |
| Hal Levinson 4600 Park Road, Charlotte, NC 28209 | Director | 0 | $0 | $0 |
| Sandra Levine 4600 Park Road, Charlotte, NC 28209 | Chairman Emerita | 0 | $0 | $0 |
| SONJA GANTT 4600 Park Road, Charlotte, NC 28209 | DIRECTOR | 0 | $0 | $0 |
990-PF for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Thomas W Lawrence 4600 Park Road, Charlotte, NC 28209 | Director/President, CEO | 20 | $373,288 | $18,368 |
| Michael Richardson 4600 Park Road, Charlotte, NC 28209 | Director/Sr. Program officer | 40 | $278,436 | $33,128 |
| Deborah Majewski 4600 Park Road, Charlotte, NC 28209 | Sr. Program Officer Highest-paid employee | 40 | $255,511 | $30,254 |
| Michael Tarwater 4600 Park Road, Charlotte, NC 28209 | Chairman of the Board | 30 | $176,154 | $7,569 |
| Justin Steinschriber 4600 Park Road, Charlotte, NC 28209 | Sr. Vice President Highest-paid employee | 30 | $162,407 | $13,837 |
| Sara Fedyna 4600 Park Road, Charlotte, NC 28209 | Dir. of Info Mgmt Highest-paid employee | 40 | $134,139 | $13,023 |
| Jacob Wiltshire 4600 Park Road, Charlotte, NC 28209 | Program Officer Highest-paid employee | 40 | $119,185 | $12,983 |
| Russell Altenburg 4600 Park Road, Charlotte, NC 28209 | Sr. Program Officer Highest-paid employee | 40 | $104,358 | $14,556 |
| Sandra Levine 4600 Park Road, Charlotte, NC 28209 | Chairman Emerita | 0 | $0 | $0 |
| Sue Worrel 4600 Park Road, Charlotte, NC 28209 | Director | 0 | $0 | $0 |
| Michael Marsicano 4600 Park Road, Charlotte, NC 28209 | Director | 0 | $0 | $0 |
| Arrington Mixon 4600 Park Road, Charlotte, NC 28209 | Director | 0 | $0 | $0 |
| Hal Levinson 4600 Park Road, Charlotte, NC 28209 | Director | 0 | $0 | $0 |
990-PF for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TOM LAWRENCE 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | TREASURER/PRESIDENT | 20 | $350,000 | $11,154 |
| MICHAEL RICHARDSON 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | DIRECTOR/SR. PROGRAM OFFICER | 26 | $230,750 | $11,130 |
| DEBORAH MAJEWSKI 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $224,589 | $10,827 |
| MICHAEL TARWATER 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | DIRECTOR/SENIOR ADVISOR | 30 | $167,500 | $8,375 |
| JUSTIN STEINSCHRIBER 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | SENIOR VICE PRESIDEN Highest-paid employee | 20 | $149,344 | $7,467 |
| SARA FEDYNA 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | GRANTS MANAGER Highest-paid employee | 40 | $109,570 | $5,479 |
| ANDREW YAVORSKI 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | PROGRAM OFFICER Highest-paid employee | 40 | $89,000 | $4,450 |
| DIANNA BEATY 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | GRANTS ADMINISTRATOR Highest-paid employee | 40 | $84,101 | $4,205 |
| LEON LEVINE DECEASED APRIL 2023 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | CHAIRMAN/CEO | 0 | $0 | $0 |
| SANDRA LEVINE 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | SECRETARY/VP | 0 | $0 | $0 |
| LARRY POLSKY 6000 FAIRVIEW ROAD STE 1525, CHARLOTTE, NC 28210 | DIRECTOR/SENIOR ADVISOR | 15 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4600 PARK RD, CHARLOTTE, NC 28209-3238
- Signed the 990-PF
- Tom Lawrence, President
- Phone
- (704) 817-6500
- Website
- WWW.LEONLEVINEFOUNDATION.ORG
- Return prepared by
- Forvis Mazars LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-1427515
- 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
- 1981
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,930,617,421
- Income (IRS master file)
- $918,410,862
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,119,307,403 | $71,045,743 | $1,930,617,421 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $454,802,339 | $50,252,939 | $1,062,952,521 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $14,848,840 | $40,362,507 | $696,277,546 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | 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 58-1427515).
Questions about THE LEON LEVINE FOUNDATION
- What is the EIN of THE LEON LEVINE FOUNDATION?
- The employer identification number (EIN) of THE LEON LEVINE FOUNDATION is 58-1427515.
- Is THE LEON LEVINE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to THE LEON LEVINE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LEON LEVINE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LEON LEVINE FOUNDATION 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 THE LEON LEVINE FOUNDATION 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 THE LEON LEVINE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 14 people; 8 received compensation from the organization, the highest $633,831 (Thomas W Lawrence, Director/President, CEO).
- How much revenue does THE LEON LEVINE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,119,307,403, expenses of $71,045,743 and total assets of $1,930,617,421 at year end.
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