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Nonprofit · EIN 13-4092955

BETH AND IRA LEVENTHAL FOUNDATION

Tax-exempt · PURCHASE, NY 10577

Financials

$965K$297K2023$2.4M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of BETH AND IRA LEVENTHAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,380,977$1,102,724$1,278,253$12,483,952$0$12,483,952
December 31, 2023990-PF$964,998$297,127$667,871$11,630,605$0$11,630,605
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$928,979
Dividends
$62,256
Interest
$485,627
Net gain from sales of assets
$904,115

Expenses

Grants and similar amounts paid
$1,101,500
Disbursements for charitable purposes
$1,101,500
Excise tax on investment income
$20,166

Balance sheet and other

Total assets, start of year
$11,630,605
Total assets, end of year
$12,483,952
Total liabilities, end of year
$0
Net assets, end of year
$12,483,952
Fair market value of assets
$12,483,952
Qualifying distributions
$1,101,500
Net investment income
$1,451,998

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.

NameTitleHours / weekCompensation
BETH LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
PRES10$0
IRA LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
VP1$0
JAMES W SANTORI
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
SEC TR1$0
MICHAEL LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
DIRECTOR1$0
DANIEL LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
DIRECTOR1$0
JONATHAN LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
BETH LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
PRES10$0
IRA LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
VP1$0
JAMES W SANTORI
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
SEC TR1$0
MICHAEL LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
DIRECTOR1$0
DANIEL LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
DIRECTOR1$0
JONATHAN LEVENTHAL
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577
DIRECTOR1$0

Address and contacts

Address (IRS master file)
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577-0000
In care of
% OTA LLC
Signed the 990-PF
IRA LEVENTHAL, VICE PRESIDENT
Phone
(914) 460-4016

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-4092955
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,483,952
Income (IRS master file)
$15,413,555

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,380,977$1,102,724$12,483,952XML
990-PFDecember 2023$964,998$297,127$11,630,605XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 13-4092955).

Questions about BETH AND IRA LEVENTHAL FOUNDATION

What is the EIN of BETH AND IRA LEVENTHAL FOUNDATION?
The employer identification number (EIN) of BETH AND IRA LEVENTHAL FOUNDATION is 13-4092955.
Is BETH AND IRA LEVENTHAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to BETH AND IRA LEVENTHAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BETH AND IRA LEVENTHAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BETH AND IRA LEVENTHAL FOUNDATION 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 BETH AND IRA LEVENTHAL FOUNDATION 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 BETH AND IRA LEVENTHAL FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does BETH AND IRA LEVENTHAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,380,977, expenses of $1,102,724 and total assets of $12,483,952 at year end.

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