Robert L& Helen E Levenson Family Charitable Tr
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 grant totaling $83K.
Robert L& Helen E Levenson Family Charitable Tr at a glance
In short: Robert L& Helen E Levenson Family Charitable Tr gave $83K across 1 grant in 2023 (avg $83K), mostly in West Virginia. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $82,799
- +4.1% vs 2022
- Grants made (2023)
- 1
- -95.0% vs 2022
- Average grant
- $82,799
- +1983.0% vs 2022
- Median grant
- $82,799
- Primary geography
- West Virginia (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 Robert L& Helen E Levenson Family Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Levenson Family Charitable Fndtn ($83K).
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 69 grants of 70 (99%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
Cities
How Robert L& Helen E Levenson Family Charitable Tr gives
- Giving held roughly steady from 2020 to 2023 (+11%). Method
- In 2022 it paid out 109% of 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
From 2020 to 2023, annual grant giving ranged from $66K (2021) to $83K (2023). In 2023 it made 1 grant totaling $83K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Levenson Family Charitable Fndtn Wheeling, WV | 507b2 Transfer | $82,799 |
Ready to take the next step with Robert L& Helen E Levenson Family Charitable Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | — | $82,799 | $82,799 | 1 | $82,799 | — | — |
| 2022 | $1,341,989 | $111,117 | $100,930 | $79,500 | 20 | $90,971 | $101,158 | $83,333 |
| 2021 | $1,331,836 | $53,467 | $91,607 | $65,550 | 24 | $80,682 | $42,542 | $91,435 |
| 2020 | $1,369,976 | $49,420 | $90,756 | $74,860 | 25 | — | $40,165 | $80,099 |
Leadership & Key People
Officers and directors from IRS filings
Robert L& Helen E Levenson Family Charitable Tr's 2023 filing lists 5 officers; none of the 5 officers listed in 2023 report compensation.
Officers on the 2023 filing
Catherine S Hicks
Trustee
On filings since 2020
0.2 hrs/week
No compensation reported
Elizabeth J Blum
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Isaac N Levenson
Trustee
On filings since 2020
0.2 hrs/week
No compensation reported
Truist Bank
Investment Manager
On filings since 2022
3 hrs/week
$15K (2022) → $0 (2023)
Robert L Levenson Jr.
Trusteechairman
Trustee & Chairman → Trusteechairman, 2022
On filings since 2020
0.8 hrs/week
No compensation reported
Former officers (2)
- Former: Matthew T Kramer (2020–2022) — Trustee
- Former: Branch Banking Trust Company (2020–2021) — Investment Manager
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $15K, to Truist Bank (Investment Manager).
Frequently asked questions about Robert L& Helen E Levenson Family Charitable Tr
How much does Robert L& Helen E Levenson Family Charitable Tr give each year?
Robert L& Helen E Levenson Family Charitable Tr gave $83K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $80K across 20 grants.
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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Explore Open Grants
Browse active grant opportunities in Robert L& Helen E Levenson Family Charitable Tr's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Robert L and Helen E Levenson Family Charit Fndtn
Wheeling, WV
The foundation funds a broad range of charitable, educational, and religious activities, with recent grants supporting food programs, social services, and community organizations in West Virginia. Its 2025 grants ranged from $1,000 to $7,200, with a median of $3,500. It does not restrict giving to preselected organizations; applicants are instructed to contact Robert L. Levenson Jr. with general information about their activities.
Assets
$1.3M
Grants
21
Total Given
$75K
August J & Thelma S Hoffmann Foundation
Wheeling, WV
The foundation funds charitable work, with special consideration for Roman Catholic charities, children’s education, community health care, and people who are poor or infirm; recent grants also supported housing, youth programs, parks, and facilities. In 2025, grants ranged from $7,500 to $100,000, with a median of $25,000, and preference goes to Ohio County, West Virginia, and neighboring counties, though grants may support U.S. charities more broadly. Its filing says applicants should complete a grant application form, so it accepts requests through that process.
Assets
$5.0M
Grants
14
Total Given
$410K
Raymond A & Gertrude D Hyer Foundation
Wheeling, WV
The foundation supports U.S. charitable purposes, with preference for Ohio County, West Virginia, and neighboring counties; its grants cover areas such as child care, education, health care, community services, and parks. In 2025, grants ranged from $2,000 to $320,000, with a median of $20,000. The profile describes an application process but does not state whether unsolicited requests are accepted.
Assets
$22.3M
Grants
16
Total Given
$1.4M
The Driehorst Family Foundation
Wheeling, WV
The Driehorst Family Foundation funds education, arts and culture, community well-being, children’s welfare, and animal welfare in Ohio and Marshall counties, West Virginia, and Belmont County, Ohio. Its 2025 grants ranged from $5,000 to $50,000, with a median of $10,000. It accepts written requests describing the reason, amount, and organization’s general purposes.
Assets
$2.4M
Grants
17
Total Given
$258K
Community Foundation for the Ohio Valley Inc
Wheeling, WV
The Community Foundation for the Ohio Valley funds community projects such as health and social services, recreation, education, food security, and workforce development, with priorities varying by donor fund and grant program. Its 2025 grants had a median of $13,698 (ranging from $5,367 to $399,062), primarily benefiting Brooke, Hancock, Marshall, Ohio, Tyler, and Wetzel counties in West Virginia and Belmont and Jefferson counties in Ohio. Application options and availability vary by program; the older Community Impact Grant process required a letter of intent and an invitation to apply, and the profile does not state whether unsolicited requests are accepted generally.
Assets
$110.7M
Grants
119
Total Given
$3.2M
Chris Hess Foundation
Wheeling, WV
The Chris Hess Foundation funds charitable organizations in areas including parks, education, health, and community services, primarily in Wheeling and nearby West Virginia communities. Its 2025 grants ranged from $2,000 to $220,000, with a median of $15,000. It accepts written applications; the filing names Joseph N. Gompers as the contact and requires proof of 501(c)(3) status.
Assets
$11.3M
Grants
14
Total Given
$582K
More similar funders
More Funders in West Virginia
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Robert L& Helen E Levenson Family Charitable Tr'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.
Robert L& Helen E Levenson Family Charitable Tr down — hundreds of funders to go?