Barbara & Jerry Levin Charitable Foundation
The Barbara & Jerry Levin Charitable Foundation is a private foundation based in Charlotte, North Carolina. It makes grants to charitable organizations, including organizations in North Carolina and elsewhere.
Key facts about Barbara & Jerry Levin Charitable Foundation
In short: Barbara & Jerry Levin Charitable Foundation gave $56K across 25 grants in 2024 (avg $2K), mostly in North Carolina. 56% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 56-2227885
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $55,857
- Grants made (2024)
- 25
- Average grant
- $2,234
- Median grant
- $1,000
- New grantees (estimate)
- 56% first-time grantees (14 of 25, 2024)
- Total assets
- $721,599
- Primary geography
- North Carolina (79% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Quick answers about Barbara & Jerry Levin Charitable Foundation
How much does Barbara & Jerry Levin Charitable Foundation give each year?
Barbara & Jerry Levin Charitable Foundation gave $56K across 25 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $57K across 12 grants.
What is Barbara & Jerry Levin Charitable Foundation's typical grant size?
Barbara & Jerry Levin Charitable Foundation's median grant in 2024 was $1,000, and its average grant was $2,234, across 25 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Barbara & Jerry Levin Charitable Foundation that year got $2K on average.
Where does Barbara & Jerry Levin Charitable Foundation give grants?
Barbara & Jerry Levin Charitable Foundation gives mostly in North Carolina: 79% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Georgia (8%) and Nebraska (6%). The most frequent recipient cities were Charlotte, NC (11 grants), Chapel Hill, NC (3 grants), New York, NY (3 grants) and Washington, DC (2 grants).
Does Barbara & Jerry Levin Charitable Foundation give general operating support?
Yes: 100% of Barbara & Jerry Levin Charitable Foundation's 2024 grants with a stated purpose (25 of 25) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Barbara & Jerry Levin Charitable Foundation's largest grantees?
Barbara & Jerry Levin Charitable Foundation's largest 2024 grantees include Charlotte Jewish Family Services ($10,000), Temple Israel ($8,234) and JDRF ($5,000), according to its 2024 IRS Form 990-PF. Together they received 42% of its itemized 2024 grant dollars.
Is Barbara & Jerry Levin Charitable Foundation open to new grantees?
56%
first-time grantees, 2024
In 2024, 14 of 25 grantees (56%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count
Medians: $750 first-time, $1K repeat.
- 28% of 2024 grantees were also funded in 2023. Method
- Giving grew 27% from 2021 to 2024. Method
- In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Barbara & Jerry Levin Charitable Foundation
- How to evaluate Barbara & Jerry Levin Charitable Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$722K
-1.2% YoY
Annual Giving
$56K
-1.5% YoY
Grant Count
25
+108.3% YoY
Avg Grant Size
$2K
-52.7% YoY
Under IRS private-foundation payout rules, Barbara & Jerry Levin Charitable Foundation reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
No mission statement is provided. The grants include support for organizations with varied missions. For example, Queens University of Charlotte describes its mission as providing transformative educational experiences and preparing individuals for purposeful and fulfilling lives. Second Harvest Food Bank describes its work as providing food assistance and engaging communities in eliminating hunger and its causes. Misty Meadows says it provides young people opportunities for organized activities and interaction with peers. Paws of War says it rescues, trains, and places shelter dogs to support veterans and first responders affected by war.
Grantmaking
In 2024, the foundation gave 25 grants totaling $55,857. Grant amounts ranged from $100 to $10,000, with a median of $1,000. Among the largest grants were $10,000 to Charlotte Jewish Family Services, $8,234 to Temple Israel, $5,000 each to JDRF and NC Hillel, and $4,500 to Mucolipidosis Type IV. Other grants included $3,600 each to Boys Town and Uptown Chabad, and $2,500 each to Queens University of Charlotte and Chabad of Durham.
Review Cycle
, and restrictions on awards are listed as N/A.
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Geographic Focus
Where this funder awards grants
In 2024, 79% of grant dollars went to recipients in North Carolina. The remaining shares went to Georgia (8%), Nebraska (6%), New York (6%), and Washington, DC (1%).
Grant Distribution by State
Share of all 25 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $721,599 | $49,598 | $58,568 | $55,857 |
| 2023 | $730,569 | $50,315 | $59,444 | $56,695 |
| 2022 | $739,698 | $34,478 | $59,024 | $56,008 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $721,599 | $730,569 | $739,698 |
| Revenue | $49,598 | $50,315 | $34,478 |
| Expenses | $58,568 | $59,444 | $59,024 |
| Qualifying Distributions | $55,857 | $56,695 | $58,008 |
| Net Investment Income | $45,606 | $43,152 | $28,798 |
| Distributable Amount | $62,472 | $56,772 | $56,949 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
107 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Charlotte Jewish Family Services Charlotte, NC | General Purpose | $10,000 |
| Temple Israel Charlotte, NC | General Purpose | $8,234 |
| JDRF Charlotte, NC | General Purpose | $5,000 |
| NC Hillel Chapel Hill, NC | General Purpose | $5,000 |
| Mucolipidosis Type IV Atlanta, GA | General Purpose | $4,500 |
| Boys Town Boys Town, NE | General Purpose | $3,600 |
| Uptown Chabad Charlotte, NC | General Purpose | $3,600 |
| Jewish Preschool on Sardis Charlotte, NC | General Purpose | $3,000 |
| Queens University of Charlotte Charlotte, NC | General Purpose | $2,500 |
| Chabad of Durham Chapel Hill, NC | General Purpose | $2,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Jerome L Levin as President; Barbara Levin as Secretary/Treasurer; and Nancy L Kipnis, Bruce Levin, and Linda Goldsmith as Directors.
Barbara & Jerry Levin Charitable Foundation is led by Jerome L Levin, President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jerome L Levin
President
On filings since 2020
2 hrs/week
No compensation reported
Bruce Levin
Director
On filings since 2020
2 hrs/week
No compensation reported
Linda Goldsmith
Director
On filings since 2020
2 hrs/week
No compensation reported
Nancy L Kipnis
Director
On filings since 2020
2 hrs/week
No compensation reported
Barbara Levin
Secretary & Treasurer
On filings since 2020
2 hrs/week
No compensation reported
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.
Contact
Application contact: Jerry Barbara Levin
Mailing address: 3716 Cypress Club Dr Apt C-111, Charlotte, NC 28210
Phone: (704) 366-4534
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Barbara & Jerry Levin Charitable Foundation fund?
No mission statement is provided. The grants include support for organizations with varied missions. For example, Queens University of Charlotte describes its mission as providing transformative educational experiences and preparing individuals for purposeful and fulfilling lives. Second Harvest Food Bank describes its work as providing food assistance and engaging communities in eliminating hunger and its causes. Misty Meadows says it provides young people opportunities for organized activitie…
How do I apply for a grant from Barbara & Jerry Levin Charitable Foundation?
In 2024, the foundation gave 25 grants totaling $55,857. Grant amounts ranged from $100 to $10,000, with a median of $1,000. Among the largest grants were $10,000 to Charlotte Jewish Family Services, $8,234 to Temple Israel, $5,000 each to JDRF and NC Hillel, and $4,500 to Mucolipidosis Type IV. Other grants included $3,600 each to Boys Town and Uptown Chabad, and $2,500 each to Queens University of Charlotte and Chabad of Durham. The foundation states that it makes contributions only to presel…
How much is Barbara & Jerry Levin Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Barbara & Jerry Levin Charitable Foundation reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Barbara & Jerry Levin Charitable Foundation's EIN?
Barbara & Jerry Levin Charitable Foundation's EIN (Employer Identification Number) is 56-2227885. IRS Form 990 filing data is available on this page for 2020–2024.
Does Barbara & Jerry Levin Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.