Levy Charitable Foundation Trust is a private trust based in WELLESLEY, MA. The foundation received its IRS ruling in 1998. The principal officer is % Hale And Dorr. It holds total assets of $267K. Annual income is reported at $38K. The foundation operates in the area of philanthropy & grantmaking. According to available records, Levy Charitable Foundation Trust has made 8 grants totaling $80K, with a median grant of $2K. Annual giving has grown from $18K in 2021 to $42K in 2023. Individual grants have ranged from $500 to $41K, with an average award of $10K. The foundation has supported 5 unique organizations. Grants have been distributed to organizations in Massachusetts and Georgia. Contributions to this foundation are tax-deductible.
Levy Charitable Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in MA, GA.
Levy Charitable Foundation Trust has distributed a total of $80K across 8 grants. The median grant size is $2K, with an average of $10K. Individual grants have ranged from $500 to $41K.
Levy Charitable Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Levy Charitable Foundation Trust is headquartered in WELLESLEY, MA. While based in MA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Roberta Morse Levy | TRUSTEE | $0 | $0 | $0 |
| Geoffrey W Levy | TRUSTEE | $0 | $0 | $0 |
Total Giving
$44K
Total Assets
$250K
Fair Market Value
$252K
Net Worth
$250K
Grants Paid
$42K
Contributions
$15K
Net Investment Income
$17K
Distribution Amount
$12K
Total Grants
8
Total Giving
$80K
Average Grant
$10K
Median Grant
$2K
Unique Recipients
5
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Combined Jewish PhilanthropiesTO FURTHER ENTITY'S EXEMPT PURPOSE | Boston, MA | $41K | 2023 |
| Perkins School For The BlindTO FURTHER ENTITY'S EXEMPT PURPOSE | Watertown, MA | $1K | 2023 |
| Pediatric Brain Tumor FoundationTO FURTHER ENTITY'S EXEMPT PURPOSE | Atlanta, GA | $1K | 2021 |
| Temple Israel Of BostonTO FURTHER ENTITY'S EXEMPT PURPOSE | Boston, MA | $500 | 2021 |
| Wyner Family Jewish Heritage CenterTO FURTHER ENTITY'S EXEMPT PURPOSE | Boston, MA | $500 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| 2021 |
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