Bertram J Levey Foundation Inc

Foundation · Grantmaker MANDEVILLE, LA EIN: 46-4498066

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

-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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Louisiana $215K (100%)

States

Louisiana

Cities

CovingtonMandevilleSlidell

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.