Bertram J Levey Foundation Inc
Bertram J Levey Foundation Inc is a private foundation, based in Mandeville, LA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 4 grants totaling $65K. Net investment income was $80K.
Bertram J Levey Foundation Inc at a glance
In short: Bertram J Levey Foundation Inc gave $65K across 4 grants in 2025 (avg $16K), mostly in Louisiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,000
- -7.1% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $16,250
- -30.4% vs 2024
- Median grant
- $17,500
- Total assets
- $1,716,751
- -9.8% vs 2024
- Primary geography
- Louisiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bertram J Levey Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Northshore Humane Society ($25K). Together the top 4 received $65K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 12 grants of 14 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Bertram J Levey Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 76% 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 2022 to 2025, annual grant giving ranged from $65K (2025) to $79K (2023). In 2025 it made 4 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northshore Humane Society Covington, LA | General Support | $25,000 |
| Habitat for Humanity Mandeville, LA | General Support | $25,000 |
| Safe Harbor Mandeville, LA | General Support | $10,000 |
| Covington Rotary Club Covington, LA | General Support | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,716,751 | $93,919 | $104,875 | $65,000 | 4 | $65,000 | $80,269 | $85,998 |
| 2024 | $1,904,055 | $98,504 | $98,953 | $70,000 | 3 | $70,000 | $95,016 | $90,690 |
| 2023 | $1,792,657 | $89,028 | $99,175 | $78,800 | 5 | $78,800 | $86,903 | $85,698 |
| 2022 | $1,695,029 | $169,464 | $66,773 | $66,628 | 2 | $66,628 | $62,362 | $72,396 |
Under IRS private-foundation payout rules, Bertram J Levey Foundation Inc reported a distributable amount of $86K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertram J Levey Foundation Inc is led by Paul D Rees, Director on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Paul D Rees
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Bertram J Levey Foundation Inc
How much does Bertram J Levey Foundation Inc give each year?
Bertram J Levey Foundation Inc gave $65K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 3 grants.
What is Bertram J Levey Foundation Inc's typical grant size?
Bertram J Levey Foundation Inc's median grant in 2025 was $17,500, and its average grant was $16,250, across 4 grants on its 2025 IRS Form 990-PF.
Where does Bertram J Levey Foundation Inc give grants?
Bertram J Levey Foundation Inc gives mostly in Louisiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mandeville, LA (2 grants) and Covington, LA (2 grants).
Does Bertram J Levey Foundation Inc give general operating support?
Yes: 100% of Bertram J Levey Foundation Inc's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Bertram J Levey Foundation Inc?
Bertram J Levey Foundation Inc reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $86K (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.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 3, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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