Levison-Levy Charitable Trust DBA Niantic Charitable Trust

Private foundation · Grantmaker San Francisco, CA EIN: 94-6718486

Levison-Levy Charitable Trust is a private foundation based in San Francisco, California. Its filings report no grants in 2022, 2023, or 2024; records provided here show grants to several organizations in 2021.

Key facts about Levison-Levy Charitable Trust DBA Niantic Charitable Trust

EIN
94-6718486
Latest 990 filing
Form 990-PF, 2024
Total assets
$241
How to apply
The trust states that it does not restrict giving to preselected organizations. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$241

-75.4% YoY

Revenue

$12K

-77.8% YoY

Expenses

$13K

-77.8% YoY

How Levison-Levy Charitable Trust DBA Niantic Charitable Trust gives

  • 68% of 2021 grantees were also funded in 2020. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the trust is provided. Its 2021 grants went to organizations working in areas including nature conservation, support for young mothers and families, domestic-violence services, disability services, child advocacy, education, and maritime education.

The grantees describe their own work as follows: World Wildlife Fund says its mission is to conserve nature and reduce threats to life on Earth; New Moms says it partners with young mothers toward housing stability, economic mobility, and family well-being; and St. Jude House describes itself as a family-violence prevention center and shelter. Reins of Life says it improves quality of life for people with disabilities through equine-assisted therapy, while Chicago Children’s Advocacy Center says it brings partners together to support abused children’s safety, health, and well-being. Hollins University describes itself as a liberal arts university, and the Graduate Theological Union says it brings together scholars of diverse religions and wisdom traditions.

Grantmaking

The filings report zero grants in each of 2022, 2023, and 2024. The 2021 grants listed here include $10,000 to World Wildlife Fund and $5,000 each to New Moms, St. Jude House, Call of the Sea, Reins of Life, Chicago Children’s Advocacy Center, Hollins University Corporation, and Graduate Theological Union.

How to Apply

, required materials, or other restrictions.

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Geographic Focus

Where this funder awards grants

The listed 2021 grantees are based in Washington, DC; Chicago and Crown Point, Indiana; Sausalito and Berkeley, California; South Bend, Indiana; and Roanoke, Virginia. These locations describe the grantees, not a stated geographic focus for the trust.

Grant Distribution by State

8states

Cities

San FranciscoSacramentoSausalitoSonomaBerkeleyChicagoPalo AltoCrown PointMarin CityNovatoOaklandRoanokeSouth BendWashingtonWellesleyWheatfieldAlamedaCulver CityDenverElk Grove

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K37 grants2020 37 grants2021 Total only2022 Total only2023 0 grants2024

From 2020 to 2023, annual grant giving ranged from $10K (2022) to $145K (2021). In 2023 it reported $10K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

74 grants across all recorded years

74<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 74 grants of 74 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $241 $12,085 $12,824 0
2023 $980 $54,490 $57,858 0
2022 $4,348 $81,745 $82,377 0
Revenue
Expenses
Qualifying Distributions
$0$100K$200K$300K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$241$980$4,348
Revenue$12,085$54,490$81,745
Expenses$12,824$57,858$82,377
Qualifying Distributions—$10,000$10,000

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2023)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Russell Lyman, Susan Cook Hoganson, John Zellerbach, Michelle Owczarzak, and Elizabeth Z Rufer as trustees.

Levison-Levy Charitable Trust DBA Niantic Charitable Trust's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Elizabeth Z. Rufer

    Trustee

    On filings since 2020

    5 hrs/week

    $15K (2020) → $0 (2024)

  • John Zellerbach

    Trustee

    Co-Trustee → Trustee, 2023

    On filings since 2020

    5 hrs/week

    $15K (2020) → $0 (2024)

  • Michelle Owczarzak

    Trustee

    On filings since 2020

    5 hrs/week

    $15K (2020) → $0 (2024)

  • Russell Lyman

    Trustee

    Co-Trustee → Trustee, 2023

    On filings since 2020

    5 hrs/week

    $15K (2020) → $0 (2024)

  • Susan Cook Hoganson

    Trustee

    Co-Trustee → Trustee, 2023

    On filings since 2020

    5 hrs/week

    $15K (2020) → $0 (2024)

Data from IRS Form 990 filings, 2020–2024. "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

Russell Lyman — Trustee: $6KRussell LymanTrustee$6KSusan Cook Hoganson — Trustee: $6KSusan Cook HogansonTrustee$6KMichelle Owczarzak — Trustee: $6KMichelle OwczarzakTrustee$6KElizabeth Z Rufer — Trustee: $6KElizabeth Z RuferTrustee$6KJohn Zellerbach — Trustee: $5KJohn ZellerbachTrustee$5K

The highest reported compensation on the 2023 filing was $6K, to Russell Lyman (Trustee). 5 officers or directors reported compensation on that filing.

Contact

Mailing address: 582 Market Street Suite 412, San Francisco, CA 94104
Phone: (415) 421-4100

Frequently asked questions about Levison-Levy Charitable Trust DBA Niantic Charitable Trust

How large is Levison-Levy Charitable Trust DBA Niantic Charitable Trust?

Levison-Levy Charitable Trust DBA Niantic Charitable Trust reported $241 in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $12K.

What does Levison-Levy Charitable Trust DBA Niantic Charitable Trust fund?

No mission statement for the trust is provided. Its 2021 grants went to organizations working in areas including nature conservation, support for young mothers and families, domestic-violence services, disability services, child advocacy, education, and maritime education. See mission & focus areas ↑

How do I apply for a grant from Levison-Levy Charitable Trust DBA Niantic Charitable Trust?

The trust states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Levison-Levy Charitable Trust DBA Niantic Charitable Trust make grants?

The listed 2021 grantees are based in Washington, DC; Chicago and Crown Point, Indiana; Sausalito and Berkeley, California; South Bend, Indiana; and Roanoke, Virginia. These locations describe the grantees, not a stated geographic focus for the trust.

What is Levison-Levy Charitable Trust DBA Niantic Charitable Trust's EIN?

Levison-Levy Charitable Trust DBA Niantic Charitable Trust's EIN (Employer Identification Number) is 94-6718486. IRS Form 990 filing data is available on this page for 2020–2024.

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

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