Nonprofit · EIN 23-7891877
HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR
Also known as MATUS NANCY R TTEE
Tax-exempt · LEONARDTOWN, MD 20650
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,254 | $27,868 | $3,386 | $268,736 | $0 | $268,736 |
| December 31, 2024 | 990-PF (amended) | $32,196 | $25,119 | $7,077 | $265,350 | $0 | $265,350 |
| December 31, 2023 | 990-PF | $30,122 | $26,846 | $3,276 | $258,273 | $0 | $258,273 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,421
- Interest
- $1,191
- Net gain from sales of assets
- $22,584
- Other income
- $58
Expenses
- Grants and similar amounts paid
- $19,250
- Disbursements for charitable purposes
- $23,426
- Excise tax on investment income
- $376
Balance sheet and other
- Total assets, start of year
- $265,350
- Total assets, end of year
- $268,736
- Total liabilities, end of year
- $0
- Net assets, end of year
- $268,736
- Fair market value of assets
- $337,813
- Qualifying distributions
- $23,426
- Net investment income
- $31,196
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY R MATUS 23599 BELMAR DRIVE, 23599 BELMAR DRIVE, LEONARDTOWN, MD 20650 | TRUSTEE | 0.5 | $0 |
| BERNARD T MATUS 23599 BELMAR DRIVE, 23599 BELMAR DRIVE, LEONARDTOWN, MD 20650 | TRUSTEE | 0.5 | $0 |
| LISA R GROSSMAN 23593 BELMAR DRIVE, 23593 BELMAR DRIVE, LEONARDTOWN, MD 20650 | TRUSTEE | 0.2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY R MATUS 23599 BELMAR DRIVE, 23599 BELMAR DRIVE, LEONARDTOWN, MD 20650 | TRUSTEE | 0.5 | $0 |
| BERNARD T MATUS 23599 BELMAR DRIVE, 23599 BELMAR DRIVE, LEONARDTOWN, MD 20650 | TRUSTEE | 0.5 | $0 |
| LISA R GROSSMAN 23593 BELMAR DRIVE, 23593 BELMAR DRIVE, LEONARDTOWN, MD 20650 | TRUSTEE | 0.2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY R MATUS 23599 BELMAR DRIVE, 23599 BELMAR DRIVE, LEONARDTOWN, MD 20650 | TRUSTEE | 0.5 | $0 |
| BERNARD T MATUS 23599 BELMAR DRIVE, 23599 BELMAR DRIVE, LEONARDTOWN, MD 20650 | TRUSTEE | 0.5 | $0 |
| LISA R GROSSMAN 23593 BELMAR DRIVE, 23593 BELMAR DRIVE, LEONARDTOWN, MD 20650 | TRUSTEE | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- C/O NANCY MATUS 23599 BELMAR DR, LEONARDTOWN, MD 20650-0000
- In care of
- % NANCY MATUS
- Signed the 990-PF
- NANCY R MATUS, TRUSTEE
- Phone
- (860) 806-1919
- Return prepared by
- MILLERSEARLES 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 | 990-PF 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
- 23-7891877
- 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 (T20Z)
- Assets (IRS master file)
- $268,736
- Income (IRS master file)
- $186,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,254 | $27,868 | $268,736 | IRS |
| 990-PF | December 2024 | $32,196 | $25,119 | $265,350 | IRS |
| 990-PF | December 2023 | $30,122 | $26,846 | $258,273 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 23-7891877).
Questions about HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR
- What is the EIN of HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR?
- The employer identification number (EIN) of HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR is 23-7891877.
- Is HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HERBERT M & NAOMI R LEAVITT FAM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,254, expenses of $27,868 and total assets of $268,736 at year end.
Other nonprofits in LEONARDTOWN
- ST MARYS COUNCIL NO 1470 KNIGHTS OF COLUMBUS CHARITIES INC EIN 33-1109715 · last filed 990-PF for 2025
- FOUNDATION OF LEONARDTOWN ROTARY INC EIN 52-1973908 · last filed 990-N for 2025
- ST MARY S NURSING CENTER INC EIN 52-2327829 · last filed 990 for 2025
- SOUTHERN MARYLAND RESOURCE CONSERVATION & DEVELOPMENT BOARD EIN 52-1217054 · last filed 990 for 2025
- TOTALLY LINKING CARE IN MARYLAND INC EIN 86-3295441 · last filed 990 for 2025
- CEDAR LANE SENIOR LIVING COMMUNITY I INC EIN 23-7136808 · last filed 990 for 2025
- LEONARDTOWN VOLUNTEER FIRE DEPARTMENT INC EIN 52-6037021 · last filed 990 for 2025
- ST MARYS SUNSHINE CENTER INC EIN 52-1651507 · last filed 990 for 2025
All nonprofits in LEONARDTOWN · Maryland · Philanthropy, voluntarism and grantmaking foundations