Levison-Levy Charitable Trust DBA Niantic Charitable Trust
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.
Levison-Levy Charitable Trust DBA Niantic Charitable Trust at a glance
- Total assets
- $241
- -75.4% vs 2023
- Revenue (2024)
- $12,085
- -77.8% vs 2023
- Expenses (2024)
- $12,824
- -77.8% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
How to apply to Levison-Levy Charitable Trust DBA Niantic Charitable Trust
- How to Apply
-
The trust states that it does not restrict giving to preselected organizations. The available information does not specify an application process, required materials, or other restrictions.
- Contact
Mailing address: 582 Market Street Suite 412, San Francisco, CA 94104
Phone: (415) 421-4100
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Levison-Levy Charitable Trust DBA Niantic Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 74 grants of 74 (100%).
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
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| World Wildlife Fund Washington, DC | Great Northern Plains Donation | $10,000 |
| Safe and Sound San Francisco, CA | Blue Ribbon Luncheon Table Sponsorship | $7,500 |
| Arcs Foundation Inc San Francisco, CA | American Rewards for College Scientists Donation | $5,000 |
| Graduate Theological Union Berkeley, CA | Scholarship for Women Doctural Candidates Donation | $5,000 |
| Safe and Sound San Francisco, CA | Child Abuse Prevention Donation | $5,000 |
| Hollins University Roanoke, VA | Batten Leadership Institute Donation | $5,000 |
| Sacramento Family Justice Center Sacramento, CA | General | $5,000 |
| Delancey Street Foundation San Francisco, CA | General | $5,000 |
| Chicago Children's Advocacy Center Chicago, IL | General | $5,000 |
| Reins of Life South Bend, IN | General | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $241 | $12,085 | $12,824 | — | — | — | — |
| 2023 | $980 | $54,490 | $57,858 | $10,000 | Total only | $10,000 | — |
| 2022 | $4,348 | $81,745 | $82,377 | $10,000 | Total only | $10,000 | — |
| 2021 | $4,980 | $243,012 | $243,032 | $145,000 | 37 | $145,000 | — |
| 2020 | $5,000 | $234,644 | $233,146 | $140,000 | 37 | — | $179 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
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.
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
The highest reported compensation on the 2023 filing was $6K, to Russell Lyman (Trustee). 5 officers or directors reported compensation on that filing.
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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Levison-Levy Charitable Trust DBA Niantic Charitable Trust funds
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Levison-Levy Charitable Trust DBA Niantic Charitable 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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