Nonprofit · EIN 81-4016128
ANNE LEVY CHARITABLE TRUST
Tax-exempt · AUSTIN, TX 78716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $195,508 | $276,855 | -$81,347 | $3,677,647 | $0 | $3,677,647 |
| December 31, 2024 | 990-PF | $223,322 | $270,666 | -$47,344 | $3,758,994 | $0 | $3,758,994 |
| December 31, 2023 | 990-PF | $160,971 | $262,362 | -$101,391 | $3,806,338 | $0 | $3,806,338 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $145,443
- Interest
- $1,169
- Net gain from sales of assets
- $48,896
Expenses
- Grants and similar amounts paid
- $211,250
- Compensation of officers, directors and key employees
- $55,468
- Disbursements for charitable purposes
- $257,510
- Excise tax on investment income
- $2,501
Balance sheet and other
- Total assets, start of year
- $3,758,994
- Total assets, end of year
- $3,677,647
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,677,647
- Fair market value of assets
- $5,469,815
- Qualifying distributions
- $257,510
- Net investment income
- $195,508
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN TRUST COMPANY 336 S CONGRESS AVE STE 100, AUSTIN, TX 78704 | PROFESSIONAL TRUSTEE | 0.5 | $43,921 |
| JEAN L KAROTKIN 130 EAST 63RD ST APT 8C, NEW YORK, NY 10065 | FAMILY TRUSTEE | 0.5 | $11,548 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN TRUST COMPANY 336 S CONGRESS AVE STE 100, AUSTIN, TX 78704 | PROFESSIONAL TRUSTEE | 0.5 | $38,312 |
| JEAN L KAROTKIN 130 EAST 63RD ST APT 8C, NEW YORK, NY 10065 | FAMILY TRUSTEE | 0.5 | $11,548 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN TRUST COMPANY 336 S CONGRESS AVE STE 100, AUSTIN, TX 78704 | PROFESSIONAL TRUSTEE | 0.5 | $31,889 |
| JEAN L KAROTKIN 130 EAST 63RD ST APT 8C, NEW YORK, NY 10065 | FAMILY TRUSTEE | 0.5 | $11,548 |
Address and contacts
- Address (IRS master file)
- PO BOX 162290, AUSTIN, TX 78716-2290
- In care of
- % AUSTIN TRUS
- Signed the 990-PF
- HOLLY GARCIA SVP AUSTIN TRUST CO, PROFESSIONAL TRUSTEE
- Phone
- (512) 478-2121
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4016128
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,677,647
- Income (IRS master file)
- $298,976
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $195,508 | $276,855 | $3,677,647 | IRS |
| 990-PF | December 2024 | $223,322 | $270,666 | $3,758,994 | XML |
| 990-PF | December 2023 | $160,971 | $262,362 | $3,806,338 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-4016128).
Questions about ANNE LEVY CHARITABLE TRUST
- What is the EIN of ANNE LEVY CHARITABLE TRUST?
- The employer identification number (EIN) of ANNE LEVY CHARITABLE TRUST is 81-4016128.
- Is ANNE LEVY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to ANNE LEVY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNE LEVY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNE LEVY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNE LEVY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ANNE LEVY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $43,921 (AUSTIN TRUST COMPANY, PROFESSIONAL TRUSTEE).
- How much revenue does ANNE LEVY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $195,508, expenses of $276,855 and total assets of $3,677,647 at year end.
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