Robert L& Helen E Levenson Family Charitable Tr

WHEELING, WV EIN: 55-6085920

Robert L& Helen E Levenson Family Charitable Tr is a private foundation, based in WHEELING, WV. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $83K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$83K

+4.1% YoY

Grant Count

1

-95.0% YoY

Avg Grant Size

$83K

+1983.0% YoY

About Robert L& Helen E Levenson Family Charitable Tr

Based on IRS filings

Robert L& Helen E Levenson Family Charitable Tr is a private foundation, based in WHEELING, WV. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $83K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

DenverMoundsvilleNew YorkWest LibertyWheeling

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$61K$92K$122K2020202120222023
Metric202320222021
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

$0$21K$41K$62K$83K25 grants202024 grants202120 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

Levenson Family Charitab…$83K

Grant Size Distribution

70 grants across all recorded years

69<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Levenson Family Charitable Fndtn ($82,799).

RecipientPurposeAmount
Levenson Family Charitable Fndtn Wheeling, WV507b2 Transfer$82,799

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
Truist BankInvestment Manager3
Robert L Levenson JrTrusteeChairman0.75
Elizabeth J BlumTrustee0.5
Catherine S HicksTrustee0.2
Isaac N LevensonTrustee0.2

Frequently Asked Questions

Where does Robert L& Helen E Levenson Family Charitable Tr operate?

Robert L& Helen E Levenson Family Charitable Tr has awarded grants in Colorado, New York, Washington, West Virginia.

What size grants does Robert L& Helen E Levenson Family Charitable Tr award?

In 2023, Robert L& Helen E Levenson Family Charitable Tr awarded 1 grants totaling $83K — an average of about $83K per grant, based on its IRS Form 990 filings.

What is Robert L& Helen E Levenson Family Charitable Tr's EIN?

Robert L& Helen E Levenson Family Charitable Tr's EIN (Employer Identification Number) is 55-6085920. IRS Form 990 filing data is available on this page for 2020–2023.

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

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