Leonard L and Bertha U Abess Foundation

Private foundation · Grantmaker Miami, FL EIN: 65-0151462

Leonard L and Bertha U Abess Foundation is a private foundation, based in Miami, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.9M in total assets. In 2025, it awarded 3 grants totaling $342K. Net investment income was $531K.

Key facts about Leonard L and Bertha U Abess Foundation

In short: Leonard L and Bertha U Abess Foundation gave $342K across 3 grants in 2025 (avg $114K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
65-0151462
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$342,000
Grants made (2025)
3
Average grant
$114,000
Median grant
$10,000
Total assets
$4,897,839
Primary geography
Florida (97% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.9M

+3.6% YoY

Annual Giving

$342K

+16.9% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$114K

+55.9% YoY

Under IRS private-foundation payout rules, Leonard L and Bertha U Abess Foundation reported a distributable amount of $393K for 2025 — the minimum it must pay out in qualifying distributions.

How Leonard L and Bertha U Abess Foundation gives

  • Giving held roughly steady from 2022 to 2025 (+6%). Method
  • In 2025 it paid out 89% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

MiamiWashingtonCoral GablesBoca RatonMiami BeachBronxNew YorkNew WindsorSouth Miami

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K18 grants2019 11 grants2020 12 grants2021 14 grants2022 10 grants2023 4 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $176K (2020) to $342K (2025). In 2025 it made 3 grants totaling $342K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Mount Sinai Medical Center Foundation: $322KMount Sinai Medical CenterFoundation$322KVizcaya: $10KVizcaya$10KWorld Wildlife Federation: $10KWorld Wildlife Federation$10K

The largest 2025 recipient was Mount Sinai Medical Center Foundation ($322K). Together the top 3 received $342K.

Grant Size Distribution

43 grants across all recorded years

31<$50K9$50–100K1$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 31 grants of 43 (72%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mount Sinai Medical Center Foundation Miami Beach, FLCommunity Benefit$322,000
Vizcaya Miami, FLCommunity Benefit$10,000
World Wildlife Federation Washington, DCCommunity Benefit$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,897,839$4,725,603$4,564,772
Revenue$562,303$487,645$63,289
Expenses$380,408$324,185$330,405
Qualifying Distributions$349,037$298,792$310,966
Net Investment Income$530,738$461,509$91,925
Distributable Amount$392,559$347,723$300,007

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 3, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS September 8, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 29, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 5, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 27, 2024)

Leadership & Key People

Officers and directors from IRS filings

Leonard L and Bertha U Abess Foundation is led by Leonard L. Abess, President & Director on every filing since 2019; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Leonard L. Abess

    President & Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Ashley Abess

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Brett U. Abess

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jayne Harris Abess

    Vice Chair & Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Matthew U. Abess

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 Leonard L and Bertha U Abess Foundation

How much does Leonard L and Bertha U Abess Foundation give each year?

Leonard L and Bertha U Abess Foundation gave $342K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $293K across 4 grants.

What is Leonard L and Bertha U Abess Foundation's typical grant size?

Leonard L and Bertha U Abess Foundation's median grant in 2025 was $10,000, and its average grant was $114,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Leonard L and Bertha U Abess Foundation give grants?

Leonard L and Bertha U Abess Foundation gives mostly in Florida: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Leonard L and Bertha U Abess Foundation give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Leonard L and Bertha U Abess Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Benefit" (3 grants).

How large is Leonard L and Bertha U Abess Foundation?

Leonard L and Bertha U Abess Foundation reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $349K in qualifying distributions that year, against a required minimum of $393K (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 Leonard L and Bertha U Abess Foundation's EIN?

Leonard L and Bertha U Abess Foundation's EIN (Employer Identification Number) is 65-0151462. IRS Form 990 filing data is available on this page for 2019–2025.

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

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