Levert W Hoag Foundation

PUEBLO, CO EIN: 84-1310564

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

-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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $1.1M (100%)

States

Colorado

Cities

Pueblo

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.