The Anne Levy Charitable Trust
The Anne Levy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Austin, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 16 grants totaling $212K. Net investment income was $209K.
Key facts about The Anne Levy Charitable Trust
- EIN
- 81-4016128
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $212,250
- Grants made (2024)
- 16
- Average grant
- $13,266
- Median grant
- $10,125
- New grantees (estimate)
- 19% first-time grantees (3 of 16, 2024)
- Total assets
- $3,758,994
- Primary geography
- New York (59% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Anne Levy Charitable Trust funds
By grant dollars, the top recipient states for The Anne Levy Charitable Trust's 16 itemized 2024 grants were New York (59%) and Texas (41%). The most frequent recipient cities were New York, NY (10 grants) and Houston, TX (2 grants). None of its 16 grants with a stated purpose were described as general or operating support. Recurring purposes include "Fund Organization's Exempt Purpose" (16 grants).
Is The Anne Levy Charitable Trust open to new grantees?
19%
first-time grantees, 2024
In 2024, 3 of 16 grantees (19%) were first-time recipients. First grants averaged $5K; repeat grants $15K. How we count
Medians: $5K first-time, $15K repeat.
- 69% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+6%). Method
- In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Anne Levy Charitable Trust
- How to evaluate The Anne Levy Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to The Anne Levy Charitable Trust with AI
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- Track this opportunity in a free grant tracker
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.8M
-1.2% YoY
Annual Giving
$212K
-0.5% YoY
Grant Count
16
-27.3% YoY
Avg Grant Size
$13K
+36.8% YoY
Under IRS private-foundation payout rules, The Anne Levy Charitable Trust reported a distributable amount of $240K for 2024 — the minimum it must pay out in qualifying distributions.
About The Anne Levy Charitable Trust
Based on IRS filings
The Anne Levy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Austin, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 16 grants totaling $212K. Net investment income was $209K.
Focus Areas
Ready to take the next step with The Anne Levy Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,758,994 | $3,806,338 | $3,907,729 |
| Revenue | $223,322 | $160,971 | $90,169 |
| Expenses | $270,666 | $262,362 | $259,505 |
| Qualifying Distributions | $256,696 | $250,193 | $247,647 |
| Net Investment Income | $209,351 | $148,802 | $78,311 |
| Distributable Amount | $239,867 | $219,421 | $225,570 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
99 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Whitney Museum of American Art ($30,000), The Museum of Fine Arts of Houston ($26,000), Children's Radio Foundation ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WHITNEY MUSEUM OF AMERICAN ART New York, NY | FUND ORGANIZATION'S EXEMPT PURPOSE | $30,000 |
| THE MUSEUM OF FINE ARTS OF HOUSTON Houston, TX | FUND ORGANIZATION'S EXEMPT PURPOSE | $26,000 |
| CHILDREN'S RADIO FOUNDATION New York, NY | FUND ORGANIZATION'S EXEMPT PURPOSE | $25,000 |
| THE DALLAS FOUNDATION Dallas, TX | FUND ORGANIZATION'S EXEMPT PURPOSE | $20,000 |
| APERTURE FOUNDATION INC New York, NY | FUND ORGANIZATION'S EXEMPT PURPOSE | $15,000 |
| BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY Fort Worth, TX | FUND ORGANIZATION'S EXEMPT PURPOSE | $15,000 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS New York, NY | FUND ORGANIZATION'S EXEMPT PURPOSE | $15,000 |
| MENIL FOUNDATION Houston, TX | FUND ORGANIZATION'S EXEMPT PURPOSE | $10,250 |
| NEW YORK PUBLIC RADIO New York, NY | FUND ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| THE JEWISH MUSEUM New York, NY | FUND ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Austin Trust Company | Professional Trustee | 0.5 | $38,312 |
| Jean L Karotkin | Family Trustee | 0.5 | $11,548 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Anne Levy Charitable Trust?
The Anne Levy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Austin, TX. It holds $3.8M in total assets as of 2024.
How large is The Anne Levy Charitable Trust?
As of 2024, The Anne Levy Charitable Trust holds $3.8M in total assets with $223K in annual revenue. It awarded 16 grants totaling $212K in 2024.
Where does The Anne Levy Charitable Trust operate?
The Anne Levy Charitable Trust has awarded grants in California, District of Columbia, Massachusetts, New York, Texas.
What size grants does The Anne Levy Charitable Trust award?
In 2024, The Anne Levy Charitable Trust awarded 16 grants totaling $212K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Anne Levy Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Anne Levy Charitable Trust reported a distributable amount of $240K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Anne Levy Charitable Trust's EIN?
The Anne Levy Charitable Trust's EIN (Employer Identification Number) is 81-4016128. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.