Nonprofit · EIN 47-4630940
BRUCE AND KAREN LEVENSON FAMILY FOUNDATION INC
Tax-exempt · MCLEAN, VA 22102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,213,239 | $431 | $1,212,808 | $8,850,892 | $0 | $8,850,892 |
| December 31, 2023 | 990-PF | $233,196 | $5,266,697 | -$5,033,501 | $7,638,909 | $0 | $7,638,909 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $455,865
- Net gain from sales of assets
- $594,040
- Other income
- $163,334
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $327
- Excise tax on investment income
- $16,863
Balance sheet and other
- Total assets, start of year
- $7,638,909
- Total assets, end of year
- $8,850,892
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,850,892
- Fair market value of assets
- $9,942,744
- Qualifying distributions
- $327
- Net investment income
- $1,213,239
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 |
|---|---|---|---|
| BRUCE D LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, PRESIDENT | 0 | $0 |
| KAREN L LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, SECRETARY | 0 | $0 |
| SCOTT LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, VP, TREASURER | 0 | $0 |
| BRIAN LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, VP | 0 | $0 |
| MICHAEL LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, VP | 0 | $0 |
| TAMARA LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR | 0 | $0 |
| ROBIN LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR | 0 | $0 |
| SAMANTHA LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE D LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, PRESIDENT | 0 | $0 |
| KAREN L LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, SECRETARY | 0 | $0 |
| SCOTT LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, VP, TREASURER | 0 | $0 |
| BRIAN LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, VP | 0 | $0 |
| MICHAEL LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR, VP | 0 | $0 |
| TAMARA LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR | 0 | $0 |
| ROBIN LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR | 0 | $0 |
| SAMANTHA LEVENSON 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102-4409
- In care of
- % BRUCE D LEVENSON
- Signed the 990-PF
- BRUCE D LEVENSON, DIRECTOR
- Phone
- (571) 382-0055
- Return prepared by
- ANDERSEN TAX 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
- 47-4630940
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,850,892
- Income (IRS master file)
- $1,247,352
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,213,239 | $431 | $8,850,892 | IRS |
| 990-PF | December 2023 | $233,196 | $5,266,697 | $7,638,909 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 47-4630940).
Questions about BRUCE AND KAREN LEVENSON FAMILY FOUNDATION INC
- What is the EIN of BRUCE AND KAREN LEVENSON FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BRUCE AND KAREN LEVENSON FAMILY FOUNDATION INC is 47-4630940.
- Is BRUCE AND KAREN LEVENSON FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to BRUCE AND KAREN LEVENSON FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRUCE AND KAREN LEVENSON FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRUCE AND KAREN LEVENSON 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 BRUCE AND KAREN LEVENSON 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 BRUCE AND KAREN LEVENSON FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does BRUCE AND KAREN LEVENSON FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,213,239, expenses of $431 and total assets of $8,850,892 at year end.
Other nonprofits in MCLEAN
- BEDFORD FALLS FOUNDATION EIN 52-6834462 · last filed 990-PF for 2025
- CULP FAMILY FOUNDATION EIN 45-5394566 · last filed 990-PF for 2025
- KOHN CHARITABLE TRUST EIN 81-4683592 · last filed 990-PF for 2024
- HILTON EFFECT FOUNDATION EIN 84-1854168 · last filed 990-PF for 2024
- SUSAN LYNDE DUVAL PHIPPS FOUNDATION INC EIN 54-2015359 · last filed 990-PF for 2024
- THE ALBERT AND LINDA ROSECAN CHARITABLE FOUNDATION EIN 75-3177240 · last filed 990-PF for 2024
- MORAN FAMILY FOUNDATION EIN 20-0500658 · last filed 990-PF for 2025
- LONG AND KIMMY NGUYEN FAMILY FOUNDATION EIN 82-4591613 · last filed 990-PF for 2024
All nonprofits in MCLEAN · Virginia · Philanthropy, voluntarism and grantmaking foundations