Barbara & Jerry Levin Charitable Foundation

CHARLOTTE, NC EIN: 56-2227885

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AtlantaBoys TownBrooklynChapel HillCharlotteCliftonKernersvilleLos AngelesMontgomeryNesconsetNew YorkRaleighWashingtonWeddington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$33K$49K$65K20202021202220232024
Metric202420232022
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

$0$14K$28K$43K$57K24 grants202021 grants202125 grants202212 grants202325 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Charlotte Jewish Family …$10KTemple Israel$8KJDRF$5KNC Hillel$5KMucolipidosis Type IV$5KBoys Town$4KUptown Chabad$4KJewish Preschool on Sardis$3KQueens University of Cha…$3KChabad of Durham$3K

Grant Size Distribution

107 grants across all recorded years

107<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Jerome L LevinPresident2
Barbara LevinSecretary/Treasurer2
Nancy L KipnisDirector2
Bruce LevinDirector2
Linda GoldsmithDirector2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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