Robert L& Helen E Levenson Family Charitable Tr
WHEELING, WV EIN: 55-6085920
Financial Overview
From 2023 IRS Form 990-PF
Total Assets
—
-100.0% YoY
Annual Giving
$83K
+4.1% YoY
Grant Count
1
-95.0% YoY
Avg Grant Size
$83K
+1983.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $1,341,989 | $1,331,836 |
| Revenue | — | $111,117 | $53,467 |
| Expenses | $82,799 | $100,930 | $91,607 |
| Qualifying Distributions | $82,799 | $90,971 | $80,682 |
| Net Investment Income | — | $101,158 | $42,542 |
| Distributable Amount | — | $83,333 | $91,435 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Robert L& Helen E Levenson Family Charitable Tr fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Truist Bank | Investment Manager | 3 | — |
| Robert L Levenson Jr | TrusteeChairman | 0.75 | — |
| Elizabeth J Blum | Trustee | 0.5 | — |
| Catherine S Hicks | Trustee | 0.2 | — |
| Isaac N Levenson | Trustee | 0.2 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
West Virginia $290K (96%)
Washington $7K (2%)
New York $4K (1%)
Colorado $2K (1%)
Cities
DenverMoundsvilleNew YorkWest LibertyWheeling
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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