Aubrey Levy Trust

Private foundation · Grantmaker Dallas, TX EIN: 91-6026198
HealthCommunity and economic developmentReligion

Aubrey Levy Trust is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2019 through 2023. In 2023, it awarded 3 grants totaling $12K.

Aubrey Levy Trust at a glance

In short: Aubrey Levy Trust gave $12K across 3 grants in 2023 (avg $4K), mostly in Washington. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$11,776
-94.9% vs 2022
Grants made (2023)
3
+0.0% vs 2022
Average grant
$3,925
-94.9% vs 2022
Median grant
$2,944
Primary geography
Washington (100% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated September 2026.

Who Aubrey Levy Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

Jewish Family Service: $6KJewish Family Service$6KCaroline Kline Galland Home: $3KCaroline Kline Galland Home$3KSeattle Children's Hospital: $3KSeattle Children's Hospital$3K

The largest 2023 recipient was Jewish Family Service ($6K). Together the top 3 received $12K.

Grant Size Distribution

15 grants across all recorded years

12<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 15 (80%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2023 grant dollars across all 3 itemized grants.

States

Cities

Seattle

How Aubrey Levy Trust gives

  • Giving grew 131% from 2020 to 2023. Method
  • In 2023 it paid out well above 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

$0$100K$200K$300K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023

From 2019 to 2023, annual grant giving ranged from $5K (2020) to $230K (2022). In 2023 it made 3 grants totaling $12K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Family Service Seattle, WAUnrestricted General$5,888
Caroline Kline Galland Home Seattle, WAUnrestricted General$2,944
Seattle Children's Hospital Seattle, WAUnrestricted General$2,944
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$761$16,262$11,7763$13,862—$747
2022$15,000$5,797$236,762$229,6533$232,789$3,067$11,016
2021$246,489$55,949$26,121$17,4413$21,560$51,357$13,989
2020$216,361$19,240$14,191$5,0893—$14,638$11,986
2019$211,335$14,022$15,232$7,3873—$10,122$11,725

Under IRS private-foundation payout rules, Aubrey Levy Trust reported a distributable amount of $747 for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Aubrey Levy Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2023 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $5K (2021) → $2K (2023)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

Bank of America — Trustee: $2KBank of AmericaTrustee$2K

The highest reported compensation on the 2023 filing was $2K, to Bank of America (Trustee).

Frequently asked questions about Aubrey Levy Trust

How much does Aubrey Levy Trust give each year?

Aubrey Levy Trust gave $12K across 3 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $230K across 3 grants.

What is Aubrey Levy Trust's typical grant size?

Aubrey Levy Trust's median grant in 2023 was $2,944, and its average grant was $3,925, across 3 grants on its 2023 IRS Form 990-PF.

Where does Aubrey Levy Trust give grants?

Aubrey Levy Trust gives mostly in Washington: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Seattle, WA (3 grants).

Does Aubrey Levy Trust give general operating support?

Yes: 100% of Aubrey Levy Trust's 2023 grants with a stated purpose (3 of 3) were for general or operating support, per its 2023 IRS Form 990-PF.

What is Aubrey Levy Trust?

Aubrey Levy Trust is a private foundation focused on Health, based in Dallas, TX.

How much is Aubrey Levy Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Aubrey Levy Trust reported a distributable amount of $747 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Aubrey Levy Trust's EIN?

Aubrey Levy Trust's EIN (Employer Identification Number) is 91-6026198. IRS Form 990 filing data is available on this page for 2019–2023.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
  2. IRS filings on file for fiscal years 2020–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Aubrey Levy Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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