Nonprofit · EIN 14-1893520
LIBERTY MUTUAL FOUNDATION INC
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $50,862,917 | $51,298,250 | -$435,333 | $46,120,876 | $0 | $46,120,876 |
| December 31, 2023 | 990-PF (amended) | $46,323,148 | $52,834,078 | -$6,510,930 | $46,556,209 | $0 | $46,556,209 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $45,739,213
- Dividends
- $2,106,266
- Interest
- $363,650
- Net gain from sales of assets
- $2,653,162
- Other income
- $626
Expenses
- Grants and similar amounts paid
- $50,580,017
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $50,580,017
- Excise tax on investment income
- $460,949
Balance sheet and other
- Total assets, start of year
- $46,556,209
- Total assets, end of year
- $46,120,876
- Total liabilities, end of year
- $0
- Net assets, end of year
- $46,120,876
- Fair market value of assets
- $48,519,946
- Qualifying distributions
- $50,580,017
- Net investment income
- $33,306,049
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 |
|---|---|---|---|
| TIMOTHY M SWEENEY 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| NEETI BHALLA JOHNSON 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| ANN T STANBERRY 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| MELISSA M MACDONNELL 175 BERKELEY STREET, BOSTON, MA 02116 | PRESIDENT | 1 | $0 |
| VLAD BARBALAT 175 BERKELEY STREET, BOSTON, MA 02116 | EXECUTIVE VP/CIO/DIRECTOR | 1 | $0 |
| JAMES CLOSSON 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
| COLLEEN K LYNCH 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT SECRETARY | 1 | $0 |
| KRISTIN L KELLEY 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT SECRETARY | 1 | $0 |
| MARY F GARLOCK 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT SECRETARY | 1 | $0 |
| MICHAEL B GARVEY 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT SECRETARY | 1 | $0 |
| MELANIE M FOLEY 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| MONICA CALDAS 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| NIK VASILAKOS 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT TREASURER | 1 | $0 |
| THOMAS LOVVOLL 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
| MAURA MCKINNON 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M MACPHEE 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| DAMON P HART 175 BERKELEY STREET, BOSTON, MA 02116 | EVP/CHIEF LEGAL OFFICER/SECY/DIR | 1 | $0 |
| MARK D'AMATO 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT TREASURER | 1 | $0 |
| DAVID H LONG 175 BERKELEY STREET, BOSTON, MA 02116 | CHAIRMAN/DIRECTOR | 1 | $0 |
| HAMID TALAL MIRZA 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| TREVOR G SCHNEIDER 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
| MICHAELA EDWARDS 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
| MILES JOHNSON 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT TREASURER | 1 | $0 |
| ROBERT PIETSCH 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY M SWEENEY 175 BERKELEY STREET, BOSTON, MA 02116 | CHAIRMAN/DIRECTOR | 1 | $0 |
| NEETI BHALLA JOHNSON 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| ANN T STANBERRY 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| MELISSA M MACDONNELL 175 BERKELEY STREET, BOSTON, MA 02116 | PRESIDENT | 1 | $0 |
| VLAD BARBALAT 175 BERKELEY STREET, BOSTON, MA 02116 | EXECUTIVE VP/CIO/DIRECTOR | 1 | $0 |
| JAMES CLOSSON 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
| GWEN B STEELE 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT TREASURER | 1 | $0 |
| COLLEEN K LYNCH 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT SECRETARY | 1 | $0 |
| KRISTIN L KELLEY 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT SECRETARY | 1 | $0 |
| MARY F GARLOCK 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT SECRETARY | 1 | $0 |
| MICHAEL B GARVEY 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT SECRETARY | 1 | $0 |
| RICHARD P QUINLAN 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT SECRETARY | 1 | $0 |
| CHRISTOPHER L PEIRCE 175 BERKELEY STREET, BOSTON, MA 02116 | EXECUTIVE VP/CFO/TREASURER/DIRECTOR | 1 | $0 |
| MELANIE M FOLEY 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| MONICA CALDAS 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| NIK VASILAKOS 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT TREASURER | 1 | $0 |
| THOMAS LOVVOLL 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
| MAURA MCKINNON 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
| JAMES M MACPHEE 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| DAMON P HART 175 BERKELEY STREET, BOSTON, MA 02116 | EVP/CHIEF LEGAL OFFICER/SECY/DIR | 1 | $0 |
| MARK D'AMATO 175 BERKELEY STREET, BOSTON, MA 02116 | ASSISTANT TREASURER | 1 | $0 |
| DAVID H LONG 175 BERKELEY STREET, BOSTON, MA 02116 | CHAIRMAN/DIRECTOR | 1 | $0 |
| HAMID TALAL MIRZA 175 BERKELEY STREET, BOSTON, MA 02116 | DIRECTOR | 1 | $0 |
| TREVOR G SCHNEIDER 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
| MICHAELA EDWARDS 175 BERKELEY STREET, BOSTON, MA 02116 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 175 BERKELEY ST, BOSTON, MA 02116-5066
- In care of
- % MELISSA MACDONNELL
- Signed the 990-PF
- MAURA S MCKINNON, CHIEF TAX OFFICER
- Phone
- (617) 357-9500
- Return prepared by
- DANIEL DENNIS & COMPANY 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 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
- 14-1893520
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $46,120,876
- Income (IRS master file)
- $101,739,782
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $50,862,917 | $51,298,250 | $46,120,876 | IRS |
| 990-PF | December 2023 | $46,323,148 | $52,834,078 | $46,556,209 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 14-1893520).
Questions about LIBERTY MUTUAL FOUNDATION INC
- What is the EIN of LIBERTY MUTUAL FOUNDATION INC?
- The employer identification number (EIN) of LIBERTY MUTUAL FOUNDATION INC is 14-1893520.
- Is LIBERTY MUTUAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to LIBERTY MUTUAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIBERTY MUTUAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIBERTY MUTUAL 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 LIBERTY MUTUAL 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 LIBERTY MUTUAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 24 people; 0 received compensation from the organization.
- How much revenue does LIBERTY MUTUAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $50,862,917, expenses of $51,298,250 and total assets of $46,120,876 at year end.
Other nonprofits in BOSTON
- BANK OF AMERICA CHARITABLE GIFT FUND EIN 04-6010342 · last filed 990 for 2024
- THE US CHARITABLE GIFT TRUST EIN 31-1663020 · last filed 990 for 2024
- BOSTON FOUNDATION INC EIN 04-2104021 · last filed 990 for 2025
- COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC EIN 04-2103559 · last filed 990 for 2025
- BNY MELLON CHARITABLE GIFT FUND EIN 30-0748315 · last filed 990 for 2024
- THE MELLEN CHARITABLE FOUNDATION INC EIN 85-3945419 · last filed 990-PF for 2024
- BARR FOUNDATION EIN 04-6579815 · last filed 990-PF for 2024
- JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST EIN 20-3959397 · last filed 990 for 2024
All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations