Robert L & Helen Levenson Fam Charitable Tr
- Assets
- $1.3m
- Revenue
- $111.1k
- Investments
- $1.3m
- Employees
- 0
- Location
- Wheeling, WV
- Founding
- 05/1981
- Data as of
- 12/2022
- EIN
- 55-6085920
Organization Overview
Robert L & Helen Levenson Fam Charitable Tr is located in Wheeling, WV. The organization was established in 1981. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert L & Helen Levenson Fam Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Robert L & Helen Levenson Fam Charitable Tr generated $111.1k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 9.7% each year. All expenses for the organization totaled $100.9k during the year ending 12/2022. While expenses have increased by 0.5% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Robert L & Helen Levenson Fam Charitable Tr has awarded 202 individual grants totaling $580,160. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Truist Bank Investment Manager | 3 | $14,973 | |
Robert L Levenson Jr Trusteechairman | 0.75 | $0 | |
Elizabeth J Blum Trustee | 0.5 | $0 | |
Matthew T Kramer Trustee | 0.2 | $0 | |
Catherine S Hicks Trustee | 0.2 | $0 | |
Isaac N Levenson Trustee | 0.2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,130 |
| Dividends & Interest | $44,052 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $65,935 |
| Capital Gain Net Income | $65,935 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $111,117 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $14,973 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $124 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $103 |
| Total operating and administrative expenses | $21,430 |
| Contributions, gifts, grants paid | $79,500 |
| Total expenses and disbursements | $100,930 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $13,260 |
| Savings and temporary cash investments | $29,574 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,341,989 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert L & Helen Levenson Fam Charitable Tr has awarded $79,500 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
CHILDRENS HOME OF WHEELING PURPOSE: GENERAL PURPOSES | $3,500 |
FLORENCE CRITTENTON HOME PURPOSE: GENERAL PURPOSES | $3,850 |
HARMONY HOUSE PURPOSE: GENERAL PURPOSES | $3,850 |
LAUGHLIN MEMORIAL CHAPEL PURPOSE: GENERAL PURPOSES | $5,500 |
YOUTH SERVICES SYSTEM PURPOSE: GENERAL PURPOSES | $4,500 |
AUGUSTA LEVY LEARNING CENTER PURPOSE: GENERAL PURPOSES | $2,750 |