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Cooper & Levy Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1997. The principal officer is Bank Of California Trust. It holds total assets of $2.8M. Annual income is reported at $919K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Washington. According to available records, Cooper & Levy Trust has made 11 grants totaling $600K, with a median grant of $50K. Annual giving has decreased from $137K in 2021 to $95K in 2023. Grantmaking activity was highest in 2022 with $368K distributed across 6 grants. Individual grants have ranged from $28K to $89K, with an average award of $55K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in Washington and Virginia and New Jersey. Contributions to this foundation are tax-deductible.
Smallest Grant
$39K
Median Grant
$43K
Average Grant
$46K
Largest Grant
$56K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Cooper & Levy Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 11 grants. Its grantmaking reaches organizations primarily in WA, VA, NJ.
Cooper & Levy Trust has distributed a total of $600K across 11 grants. The median grant size is $50K, with an average of $55K. Individual grants have ranged from $28K to $89K.
Cooper & Levy Trust typically selects its grantees rather than accepting unsolicited proposals.
Cooper & Levy Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mufg Union Bank N A | TRUSTEE | $42K | $0 | $42K |
Total Giving
$138K
Total Assets
$2.8M
Fair Market Value
$3.2M
Net Worth
$2.8M
Grants Paid
$95K
Contributions
N/A
Net Investment Income
$96K
Distribution Amount
$148K
Total: $341K
Total Grants
11
Total Giving
$600K
Average Grant
$55K
Median Grant
$50K
Unique Recipients
6
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Salvation ArmyGENERAL OPERATING | Alexandria, VA | $50K | 2023 |
| Catholic Community ServicesGENERAL OPERATING | Newark, NJ | $45K | 2023 |
| St Vincent De Paul Of SeattleCHARITABLE | Seattle, WA | $89K | 2022 |
| Salvation Army - Northwest DivisionCHARITABLE | Seattle, WA | $50K | 2022 |
| Catholic Community Services King CountyCHARITABLE | Seattle, WA | $45K | 2022 |
| St Vincent De Paul Of SeattlekingCHARITABLE | Seattle, WA | $78K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI