Nonprofit · EIN 46-4498066
BERTRAM J LEVEY FOUNDATION INC
Tax-exempt · MANDEVILLE, LA 70448
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $93,919 | $104,875 | -$10,956 | $1,716,751 | $0 | $1,716,751 |
| December 31, 2024 | 990-PF | $98,504 | $98,953 | -$449 | $1,904,055 | $0 | $1,904,055 |
| December 31, 2023 | 990-PF | $89,028 | $99,175 | -$10,147 | $1,792,657 | $0 | $1,792,657 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $49,308
- Interest
- $4,544
- Net gain from sales of assets
- $26,417
- Other income
- $13,650
Expenses
- Grants and similar amounts paid
- $65,000
- Disbursements for charitable purposes
- $65,000
- Excise tax on investment income
- $1,116
Balance sheet and other
- Total assets, start of year
- $1,904,055
- Total assets, end of year
- $1,716,751
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,716,751
- Fair market value of assets
- $1,716,751
- Qualifying distributions
- $65,000
- Net investment income
- $80,269
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul D Rees 7039 Hwy 190 E Svc Rd Suite A, Covington, LA 70433 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul D Rees 7039 Hwy 190 E Svc Rd Suite A, Covington, LA 70433 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul D Rees 7039 Hwy 190 E Svc Rd Suite A, Covington, LA 70433 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2900 E CAUSEWAY APPROACH STE D, MANDEVILLE, LA 70448-3598
- Mailing address (990-N for 2013)
- 7039 Hwy 190 E Svc Rd Suite A, Covington LA 70433
- Principal officer (990-N for 2013)
- Paul Rees, 7039 Hwy 190 E Svc Rd Suite A, Covington LA 70433
- Signed the 990-PF
- Paul D Rees, Director
- Phone
- (985) 674-1443
- Return prepared by
- Weiler and Rees LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-4498066
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $1,716,751
- Income (IRS master file)
- $563,464
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $93,919 | $104,875 | $1,716,751 | IRS |
| 990-PF | December 2024 | $98,504 | $98,953 | $1,904,055 | XML |
| 990-PF | December 2023 | $89,028 | $99,175 | $1,792,657 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-N for 2013 Officer: Paul Rees | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4498066).
Questions about BERTRAM J LEVEY FOUNDATION INC
- What is the EIN of BERTRAM J LEVEY FOUNDATION INC?
- The employer identification number (EIN) of BERTRAM J LEVEY FOUNDATION INC is 46-4498066.
- Is BERTRAM J LEVEY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BERTRAM J LEVEY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTRAM J LEVEY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTRAM J LEVEY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTRAM J LEVEY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who is the principal officer of BERTRAM J LEVEY FOUNDATION INC?
- The 990-N for 2013 names Paul Rees.
- Who are the officers and directors of BERTRAM J LEVEY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BERTRAM J LEVEY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $93,919, expenses of $104,875 and total assets of $1,716,751 at year end.
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