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.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 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 |
|---|---|---|
| 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 |
| CHILDREN'S RADIO FOUNDATION NEW YORK, NY | FUND ORGANIZATION'S EXEMPT PURPOSE | $25,000 |
| CONGREGATION BETH EL TYLER, TX | FUND ORGANIZATION'S EXEMPT PURPOSE | $6,000 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY NEW YORK, NY | FUND ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| 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 |
| STUDENT LEADERSHIP NETWORK INC NEW YORK, NY | FUND ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| THE DALLAS FOUNDATION DALLAS, TX | FUND ORGANIZATION'S EXEMPT PURPOSE | $20,000 |
| 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 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.
Explore Open Grants
Browse active grant opportunities in The Anne Levy Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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