Levert W Hoag Foundation
Levert W Hoag Foundation is a private foundation, based in Pueblo, CO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.3M in total assets. In 2025, it awarded 3 grants totaling $451K. Net investment income was $527K.
Levert W Hoag Foundation at a glance
In short: Levert W Hoag Foundation gave $451K across 3 grants in 2025 (avg $150K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $451,364
- +89.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $150,455
- +89.0% vs 2024
- Median grant
- $122,000
- Total assets
- $3,271,323
- +8.7% vs 2024
- Primary geography
- Colorado (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 Levert W Hoag Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was History Colorado ($288K). Together the top 3 received $451K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 9 grants of 20 (45%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Levert W Hoag Foundation gives
- Giving grew 45% from 2022 to 2025. Method
- In 2025 it paid out 144% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $239K (2024) to $451K (2025). In 2025 it made 3 grants totaling $451K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| History Colorado Denver, CO | Capital | $287,500 |
| Roselawn Cemetary Pueblo, CO | Capital | $122,000 |
| Senior Resource Development Agency Pueblo, CO | Capital | $41,864 |
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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 | $3,271,323 | $531,753 | $458,656 | $451,364 | 3 | $451,364 | $527,226 | $314,487 |
| 2024 | $3,010,424 | $338,149 | $246,179 | $238,800 | 3 | $240,810 | $336,113 | $281,646 |
| 2023 | $2,880,315 | $239,803 | $253,444 | $246,633 | 6 | $246,633 | $239,767 | $268,463 |
| 2022 | $2,893,956 | $198,973 | $315,216 | $311,170 | 4 | $311,170 | $198,937 | $286,108 |
| 2021 | $3,011,932 | $23,808 | $293,086 | $287,000 | 4 | — | $124,678 | $244,599 |
Under IRS private-foundation payout rules, Levert W Hoag Foundation reported a distributable amount of $314K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Levert W Hoag Foundation is led by Bob Wertz, President & Director on every filing since 2021; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bob Wertz
President & Director
On filings since 2021
4 hrs/week
No compensation reported
Jeff Shaw
Secretary, Treasurer & Director
On filings since 2024
3 hrs/week
$4K (2025)
James Munch
V, P & Director
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: David B. Shaw (2021–2023) — Secretary, Treasurer & Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Jeff Shaw (Sec/Treas / DIR).
Frequently asked questions about Levert W Hoag Foundation
How much does Levert W Hoag Foundation give each year?
Levert W Hoag Foundation gave $451K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $239K across 3 grants.
What is Levert W Hoag Foundation's typical grant size?
Levert W Hoag Foundation's median grant in 2025 was $122,000, and its average grant was $150,455, across 3 grants on its 2025 IRS Form 990-PF.
Where does Levert W Hoag Foundation give grants?
Levert W Hoag Foundation gives mostly in Colorado: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pueblo, CO (2 grants).
Does Levert W Hoag Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Levert W Hoag Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Capital" (3 grants).
How large is Levert W Hoag Foundation?
Levert W Hoag Foundation reported $3.3M in total assets on its 2025 IRS Form 990-PF. It paid out $451K in qualifying distributions that year, against a required minimum of $314K (roughly 5% of its investment assets).
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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 9, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 12, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 17, 2026)
- IRS filings on file for fiscal years 2021–2025
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