Anne Levy Charitable Trust
- Assets
- $3.9m
- Revenue
- $90.2k
- Investments
- $3.2m
- Employees
- 0
- Location
- Austin, TX
- Founding
- 02/2017
- Data as of
- 12/2022
- EIN
- 81-4016128
Organization Overview
Anne Levy Charitable Trust is located in Austin, TX. The organization was established in 2017. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Anne Levy Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2020, Anne Levy Charitable Trust has awarded 61 individual grants totaling $630,555. 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 |
|---|---|---|---|
Austin Trust Company Professional Trustee | 0.5 | $32,314 | |
Jean L Karotkin Family Trustee | 0.5 | $11,548 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,248 |
| Dividends & Interest | $85,542 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $379 |
| Capital Gain Net Income | $379 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $90,169 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $43,862 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,953 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $48,505 |
| Contributions, gifts, grants paid | $211,000 |
| Total expenses and disbursements | $259,505 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $719,884 |
| Savings and temporary cash investments | $0 |
| 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 | $2,371,620 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,907,729 |
| 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, Anne Levy Charitable Trust has awarded $211,000 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
APERTURE FOUNDATION INC PURPOSE: FUND ORGANIZATION'S EXEMPT PURPOSE | $15,000 |
BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY PURPOSE: FUND ORGANIZATION'S EXEMPT PURPOSE | $15,000 |
CENTER FOR WOMEN AND THEIR WORK INC PURPOSE: FUND ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
CONGREGATION BETH EL PURPOSE: FUND ORGANIZATION'S EXEMPT PURPOSE | $6,000 |
CENTRAL PARK CONSERVANCY INC PURPOSE: FUND ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
CONGREGATION EMANU-EL OF THE CITY OF NEW YORK PURPOSE: FUND ORGANIZATION'S EXEMPT PURPOSE | $13,000 |