Bertram J Levey Foundation Inc
Bertram J Levey Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MANDEVILLE, LA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 3 grants totaling $70K. Net investment income was $95K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+6.2% YoY
Annual Giving
$70K
-11.2% YoY
Grant Count
3
-40.0% YoY
Avg Grant Size
$23K
+48.1% YoY
Under IRS private-foundation payout rules, Bertram J Levey Foundation Inc reported a distributable amount of $91K for 2024 — the minimum it must pay out in qualifying distributions.
About Bertram J Levey Foundation Inc
Based on IRS filings
Bertram J Levey Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MANDEVILLE, LA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 3 grants totaling $70K. Net investment income was $95K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,904,055 | $1,792,657 | $1,695,029 |
| Revenue | $98,504 | $89,028 | $169,464 |
| Expenses | $98,953 | $99,175 | $66,773 |
| Qualifying Distributions | $70,000 | $78,800 | $66,628 |
| Net Investment Income | $95,016 | $86,903 | $62,362 |
| Distributable Amount | $90,690 | $85,698 | $72,396 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Tammany Health Foundation ($50,000), Northshore Humane Society ($10,000), Habitat for Humanity ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Northshore Humane Society Covington, LA | General Support | $10,000 |
| Habitat for Humanity Mandeville, LA | General Support | $10,000 |
| St Tammany Health Foundation Covington, LA | General Support | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Paul D Rees | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bertram J Levey Foundation Inc?
Bertram J Levey Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MANDEVILLE, LA. It holds $1.9M in total assets as of 2024.
How large is Bertram J Levey Foundation Inc?
As of 2024, Bertram J Levey Foundation Inc holds $1.9M in total assets with $99K in annual revenue. It awarded 3 grants totaling $70K in 2024.
Where does Bertram J Levey Foundation Inc operate?
Bertram J Levey Foundation Inc has awarded grants in Louisiana.
What size grants does Bertram J Levey Foundation Inc award?
In 2024, Bertram J Levey Foundation Inc awarded 3 grants totaling $70K — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is Bertram J Levey Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertram J Levey Foundation Inc reported a distributable amount of $91K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bertram J Levey Foundation Inc's EIN?
Bertram J Levey Foundation Inc's EIN (Employer Identification Number) is 46-4498066. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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