Barbara & Jerry Levin Charitable Foundation
Barbara & Jerry Levin Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $722K in total assets. In 2024, it awarded 25 grants totaling $56K. Net investment income was $46K.
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.
About Barbara & Jerry Levin Charitable Foundation
Based on IRS filings
Barbara & Jerry Levin Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $722K in total assets. In 2024, it awarded 25 grants totaling $56K. Net investment income was $46K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
Among its reported 2024 grants, the largest include Charlotte Jewish Family Services ($10,000), Temple Israel ($8,234), Jdrf ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Charlotte Jewish Family Services Charlotte, NC | General Purpose | $10,000 |
| Temple Israel Charlotte, NC | General Purpose | $8,234 |
| Charlotte Symphony Charlotte, NC | General Purpose | $500 |
| American Technion Society New York, NY | General Purpose | $500 |
| Hebrew Cemetary Charlotte, NC | General Purpose | $108 |
| JDRF Charlotte, NC | General Purpose | $5,000 |
| Jewish Preschool on Sardis Charlotte, NC | General Purpose | $3,000 |
| Magen David Adom New York, NY | General Purpose | $1,000 |
| Boys Town Boys Town, NE | General Purpose | $3,600 |
| Mucolipidosis Type IV Atlanta, GA | General Purpose | $4,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jerome L Levin | President | 2 | — |
| Barbara Levin | Secretary/Treasurer | 2 | — |
| Nancy L Kipnis | Director | 2 | — |
| Bruce Levin | Director | 2 | — |
| Linda Goldsmith | Director | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Barbara & Jerry Levin Charitable Foundation?
Barbara & Jerry Levin Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. It holds $722K in total assets as of 2024.
How large is Barbara & Jerry Levin Charitable Foundation?
As of 2024, Barbara & Jerry Levin Charitable Foundation holds $722K in total assets with $50K in annual revenue. It awarded 25 grants totaling $56K in 2024.
Where does Barbara & Jerry Levin Charitable Foundation operate?
Barbara & Jerry Levin Charitable Foundation has awarded grants in Alabama, California, District of Columbia, Georgia, North Carolina, Nebraska, New Jersey, New York.
What size grants does Barbara & Jerry Levin Charitable Foundation award?
In 2024, Barbara & Jerry Levin Charitable Foundation awarded 25 grants totaling $56K — an average of about $2K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Barbara & Jerry Levin Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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