Levert W Hoag Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PUEBLO, CO. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 3 grants totaling $239K. Net investment income was $336K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
+4.5% YoY
Annual Giving
$239K
-3.2% YoY
Grant Count
3
-50.0% YoY
Avg Grant Size
$80K
+93.6% YoY
Under IRS private-foundation payout rules, Levert W Hoag Foundation reported a distributable amount of $282K for 2024 — the minimum it must pay out in qualifying distributions.
About Levert W Hoag Foundation
Based on IRS filings
Levert W Hoag Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PUEBLO, CO. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 3 grants totaling $239K. Net investment income was $336K.
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 | $3,010,424 | $2,880,315 | $2,893,956 |
| Revenue | $338,149 | $239,803 | $198,973 |
| Expenses | $246,179 | $253,444 | $315,216 |
| Qualifying Distributions | $240,810 | $246,633 | $311,170 |
| Net Investment Income | $336,113 | $239,767 | $198,937 |
| Distributable Amount | $281,646 | $268,463 | $286,108 |
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
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pueblo Urban Renewal Authority ($219,400), Roselawn Cemetary ($18,000), Senior Resource Development Agency ($1,400).
| Recipient | Purpose | Amount |
|---|---|---|
| SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, CO | CAPITAL | $1,400 |
| PUEBLO URBAN RENEWAL AUTHORITY PUEBLO, CO | SCULPTURES & WALKWAYPROJECT | $219,400 |
| ROSELAWN CEMETARY PUEBLO, CO | CAPITAL | $18,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BOB WERTZ | PRES / DIR | 4 | — |
| JAMES MUNCH | V/P / DIR | 1 | — |
| JEFF SHAW | SEC/TREAS / DIR | 3 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Levert W Hoag Foundation?
Levert W Hoag Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PUEBLO, CO. It holds $3.0M in total assets as of 2024.
How large is Levert W Hoag Foundation?
As of 2024, Levert W Hoag Foundation holds $3.0M in total assets with $338K in annual revenue. It awarded 3 grants totaling $239K in 2024.
Where does Levert W Hoag Foundation operate?
Levert W Hoag Foundation has awarded grants in Colorado.
What size grants does Levert W Hoag Foundation award?
In 2024, Levert W Hoag Foundation awarded 3 grants totaling $239K — an average of about $80K per grant, based on its IRS Form 990 filings.
How much is Levert W Hoag Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Levert W Hoag Foundation reported a distributable amount of $282K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Levert W Hoag Foundation's EIN?
Levert W Hoag Foundation's EIN (Employer Identification Number) is 84-1310564. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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