Nonprofit · EIN 04-3339819
MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,796,605 | $1,244,782 | $3,551,823 | $9,156,257 | $3,965 | $9,152,292 |
| December 31, 2023 | 990-PF | $7,953,201 | $1,702,379 | $6,250,822 | $6,472,877 | $500 | $6,472,377 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,301,370
- Dividends
- $192,934
- Net gain from sales of assets
- $2,302,301
Expenses
- Grants and similar amounts paid
- $1,200,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,206,999
- Excise tax on investment income
- $35,801
Balance sheet and other
- Total assets, start of year
- $6,472,877
- Total assets, end of year
- $9,156,257
- Total liabilities, end of year
- $3,965
- Net assets, end of year
- $9,152,292
- Fair market value of assets
- $9,156,257
- Qualifying distributions
- $1,206,999
- Net investment income
- $2,693,327
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 |
|---|---|---|---|
| JEREMY LEVENTHAL 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | PRESIDENT/ DIRECTOR | 2 | $0 |
| ROBERT C HEALEY 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | TREASURER/ DIRECTOR | 2 | $0 |
| AMY R LONERGAN 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | CLERK/ DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT MELZER 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | PRESIDENT/ DIRECTOR (THRU 8/8/23) | 2 | $0 |
| JEREMY LEVENTHAL 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | PRESIDENT/ DIRECTOR (AS OF 8/8/23) | 2 | $0 |
| J ROBERT CASEY 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | CLERK/ DIRECTOR (THRU 8/8/23) | 2 | $0 |
| ROBERT C HEALEY 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | TREASURER/DIRECTOR (AS OF 8/6/23) | 2 | $0 |
| AMY R LONERGAN 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | CLERK/DIRECTOR (AS OF 8/4/23) | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 200 STATE STREET CO BEACON CAPIT, BOSTON, MA 02109-0000
- In care of
- % BEACON CAPITAL
- Signed the 990-PF
- JEREMY LEVENTHAL, PRESIDENT
- Phone
- (617) 457-0489
- Return prepared by
- CBIZ ADVISORS LLC
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
- 04-3339819
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $9,156,257
- Income (IRS master file)
- $6,693,848
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,796,605 | $1,244,782 | $9,156,257 | IRS |
| 990-PF | December 2023 | $7,953,201 | $1,702,379 | $6,472,877 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 04-3339819).
Questions about MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC
- What is the EIN of MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC?
- The employer identification number (EIN) of MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC is 04-3339819.
- Is MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC 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 MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC 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 MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does MURIEL AND NORMAN B LEVENTHAL FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,796,605, expenses of $1,244,782 and total assets of $9,156,257 at year end.
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