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 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.
Ready to take the next step with Robert L& Helen E Levenson Family Charitable Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2023 grants, the largest include Levenson Family Charitable Fndtn ($82,799).
| Recipient | Purpose | Amount |
|---|---|---|
| Levenson Family Charitable Fndtn Wheeling, WV | 507b2 Transfer | $82,799 |
Leadership & 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 | — |
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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