Aubrey Levy Trust
- Assets
- $15.0k
- Revenue
- $5.8k
- Investments
- $0.0
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 12/1900
- Data as of
- 12/2022
- EIN
- 91-6026198
Organization Overview
Aubrey Levy Trust is located in Dallas, TX. The organization was established in 1900. According to its NTEE Classification (W60) the organization is classified as: Financial Institutions, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2022, Aubrey Levy Trust generated $5.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (5.0%) each year. All expenses for the organization totaled $236.8k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Aubrey Levy Trust has awarded 24 individual grants totaling $285,272. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $4,477 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,320 |
| Capital Gain Net Income | $1,320 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $5,797 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,922 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,364 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $131 |
| Total operating and administrative expenses | $7,109 |
| Contributions, gifts, grants paid | $229,653 |
| Total expenses and disbursements | $236,762 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $15,000 |
| 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 | $15,000 |
| 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, Aubrey Levy Trust has awarded $229,653 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Seattle, WA PURPOSE: UNRESTRICTED GENERAL | $114,827 |
Seattle, WA PURPOSE: UNRESTRICTED GENERAL | $57,413 |
Seattle, WA PURPOSE: UNRESTRICTED GENERAL | $57,413 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Eecu Fort Worth, TX | $3,346,818,050 | $132,703,955 |
Datcu Corinth, TX | $1,472,218,560 | $58,120,235 |
Smart Financial Credit Union Houston, TX | $863,045,485 | $34,269,474 |
East Texas Professional Credit Longview, TX | $963,213,382 | $39,825,100 |
Texell Credit Union Temple, TX | $562,565,721 | $32,645,542 |
Capital Certified Development Corporation Austin, TX | $10,331,482 | $7,851,539 |
Brazos Student Finance Corporation Waco, TX | $111,165,594 | $4,506,585 |
Trans Texas Southwest San Angelo, TX | $44,278,686 | $2,099,854 |
Student Loan Guarantee Foundation Of Arkansas North Little Rock, AR | $5,532,296 | $1,265 |
Human Milk Banking Association Of North America Fort Worth, TX | $1,162,714 | $410,642 |
George T & Effie L Seay Dallas, TX | $4,185,319 | $820,552 |
Pie Houston, TX | $11,592,714 | $304,669 |