Muriel G and Norman B Leventhal Charitable Trust
Muriel G and Norman B Leventhal Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it made $11K in qualifying distributions. Net investment income was $61K.
Muriel G and Norman B Leventhal Charitable Trust at a glance
- Total assets
- $3,413,507
- -19.7% vs 2023
- Revenue (2024)
- $128,714
- +53.8% vs 2023
- Qualifying distributions (2024)
- $11,129
- +212.9% vs 2023
- Expenses (2024)
- $26,114
- +285.6% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Muriel G and Norman B Leventhal Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 3 grants of 8 (38%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Muriel G and Norman B Leventhal Charitable Trust gives
- In 2024 it paid out 8% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $200K (2022) to $2.2M (2020). In 2022 it made 2 grants totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Combined Jewish Philanthropies Boston, MA | Norman B. (1938) and Muriel Leventhal Scholarship Fund. | $175,000 |
| Temple Emanuel Newton, MA | Norman B. (1938) and Muriel Leventhal Scholarship Fund. | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,413,507 | $128,714 | $26,114 | — | — | $11,129 | $60,907 | $134,296 |
| 2023 | $4,250,502 | $83,711 | $6,772 | — | — | $3,557 | $80,496 | $191,578 |
| 2022 | $4,242,899 | $207,155 | $212,698 | $200,000 | 2 | $206,763 | $201,220 | $194,767 |
| 2021 | $4,248,442 | $870,844 | $219,722 | $784,357 | 2 | $798,267 | $62,934 | $189,232 |
| 2020 | $4,185,373 | $6,192,696 | $2,169,277 | $2,167,571 | 4 | — | $19,481 | $165,120 |
Under IRS private-foundation payout rules, Muriel G and Norman B Leventhal Charitable Trust reported a distributable amount of $134K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Muriel G and Norman B Leventhal Charitable Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jeremy Leventhal
Trustee
On filings since 2022
2 hrs/week
No compensation reported
Amy R. Lonergan
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Robert C. Healey
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Former officers (3)
- Former: J. Robert Casey (2020–2022) — Trustee
- Former: Robert Melzer (2020–2022) — Trustee
- Former: Alan M. Leventhal (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Muriel G and Norman B Leventhal Charitable Trust
How large is Muriel G and Norman B Leventhal Charitable Trust?
Muriel G and Norman B Leventhal Charitable Trust reported $3.4M in total assets on its 2024 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $134K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Muriel G and Norman B Leventhal Charitable Trust operate?
Muriel G and Norman B Leventhal Charitable Trust has awarded grants in Massachusetts.
What is Muriel G and Norman B Leventhal Charitable Trust's EIN?
Muriel G and Norman B Leventhal Charitable Trust's EIN (Employer Identification Number) is 47-3959239. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
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