Nonprofit · EIN 26-3358768
SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION
Also known as SHERRY LEVENTHAL TTEE
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $232 | $9,920 | -$9,688 | $44,995 | $0 | $44,995 |
| August 31, 2024 | 990-PF | $2,362 | $16,164 | -$13,802 | $54,683 | $0 | $54,683 |
| August 31, 2023 | 990-PF | $1,901 | $18,181 | -$16,280 | $68,485 | $0 | $68,485 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $230
- Interest
- $2
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $5,431
Balance sheet and other
- Total assets, start of year
- $54,683
- Total assets, end of year
- $44,995
- Total liabilities, end of year
- $0
- Net assets, end of year
- $44,995
- Fair market value of assets
- $44,995
- Qualifying distributions
- $5,431
- Net investment income
- $232
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY M LEVENTHAL 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 2 | $0 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY M LEVENTHAL 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 2 | $0 |
990-PF for the year ended August 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN M LEVENTHAL 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 2 | $0 |
| SHERRY M LEVENTHAL 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 200 STATE STREET 5TH FLOOR, BOSTON, MA 02109-2605
- In care of
- % BEACON CAPITAL
- Signed the 990-PF
- SHERRY LEVENTHAL, TRUSTEE
- 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 26-3358768
- 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
- 2010
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $44,995
- Income (IRS master file)
- $232
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $232 | $9,920 | $44,995 | XML |
| 990-PF | August 2024 | $2,362 | $16,164 | $54,683 | XML |
| 990-PF | August 2023 | $1,901 | $18,181 | $68,485 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 26-3358768).
Questions about SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION
- What is the EIN of SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION?
- The employer identification number (EIN) of SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION is 26-3358768.
- Is SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SHERRY AND ALAN LEVENTHAL FAMILY FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $232, expenses of $9,920 and total assets of $44,995 at year end.
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