Grace & Bert Lytell &

WHITE PLAINS, NY EIN: 13-3051739

Grace & Bert Lytell & is a private foundation, based in WHITE PLAINS, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $209K in total assets. In 2024, it awarded 1 grants totaling $11K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$209K

-1.1% YoY

Annual Giving

$11K

+10.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

+10.0% YoY

Under IRS private-foundation payout rules, Grace & Bert Lytell & reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About Grace & Bert Lytell &

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $51K (100%)

States

New York

Cities

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$208,916	$211,319	$215,485
Revenue	$14,891	$11,753	$3,172
Expenses	$17,294	$15,919	$15,789
Qualifying Distributions	$12,850	$11,800	$11,600
Net Investment Income	$10,447	$7,634	$2,027
Distributable Amount	$12,246	$11,823	$12,395

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Public Theatreshakespeare Festival ($11,000).

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BARBARA G KLEIN	DIR., PRESIDENT	1	—
JASON KLEIN	DIR., VICE PRES/TREASURER	1	—
ZOE KLEIN HENRIQUEZ	DIR., VICE PRES/SECRETARY	1	—
KATHLEEN KHEEL	DIRECTOR	1	—

Frequently Asked Questions

How large is Grace & Bert Lytell &?

As of 2024, Grace & Bert Lytell & holds $209K in total assets with $15K in annual revenue. It awarded 1 grants totaling $11K in 2024.

Where does Grace & Bert Lytell & operate?

Grace & Bert Lytell & has awarded grants in New York.

What size grants does Grace & Bert Lytell & award?

In 2024, Grace & Bert Lytell & awarded 1 grants totaling $11K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Grace & Bert Lytell & required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Grace & Bert Lytell & reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.