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Also known as: CHARITABLE TRUST
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Shirley & Milton Levy Family Charitable Trust is a private association based in FRAMINGHAM, MA. The foundation received its IRS ruling in 0000. It holds total assets of $8.9M. Annual income is reported at $7.7M. Total assets have grown from $1.2M in 2011 to $8.9M in 2024. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2024. The foundation primarily funds organizations in Massachusetts, Florida and District of Columbia. According to available records, Shirley & Milton Levy Family Charitable Trust has made 74 grants totaling $2.7M, with a median grant of $20K. Annual giving has grown from $374K in 2021 to $1.4M in 2023. Individual grants have ranged from $1K to $250K, with an average award of $36K. The foundation has supported 32 unique organizations. The foundation primarily supports organizations in New York, District of Columbia, Massachusetts, which account for 57% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$12K
Average Grant
$16K
Largest Grant
$50K
Based on 23 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.
Shirley & Milton Levy Family Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 74 grants. Its grantmaking reaches organizations primarily in NY, DC, MA.
Shirley & Milton Levy Family Charitable Trust has distributed a total of $2.7M across 74 grants. The median grant size is $20K, with an average of $36K. Individual grants have ranged from $1K to $250K.
Shirley & Milton Levy Family Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Shirley & Milton Levy Family Charitable Trust is headquartered in FRAMINGHAM, MA. While based in MA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Steven Levy | TRUSTEE | $0 | $0 | N/A |
| John F Levy | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$8.9M
Fair Market Value
N/A
Net Worth
$8.9M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
74
Total Giving
$2.7M
Average Grant
$36K
Median Grant
$20K
Unique Recipients
32
Most Common Grant
$20K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Beth Israel Deaconess Medical Center IncCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Boston, MA | $250K | 2023 |
| Voter Registration ProjectCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Washington, DC | $206K | 2023 |
| B'Nai B'Rith - Anti Defamation LeagueCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | New York, NY | $200K | 2023 |
| The American Independent FoundationCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Washington, DC | $107K | 2023 |
| Ground Game FundCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Manchaca, TX | $100K | 2023 |
| Brennan Center For JusticeCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | New York, NY | $55K | 2023 |
| Accelerate Change IncCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Boston, MA | $51K | 2023 |
| Working America Education FundCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Washington, DC | $50K | 2023 |
| Nch Healthcare System IncCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Naples, FL | $50K | 2023 |
| American Jewish CommitteeCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Philadelphia, PA | $50K | 2023 |
| David Lawrence Mental Health CenterCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Naples, FL | $50K | 2023 |
| Us Holocaust Memorial MuseumCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Washington, DC | $50K | 2023 |
| Washington Institute For Near East StudyCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Washington, DC | $50K | 2023 |
| The Conservancy Of Southwest FloridaCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Naples, FL | $25K | 2023 |
| Jewish Federation Of Palm BeachCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | West Palm Beach, FL | $25K | 2023 |
| Jfcs Of Collier CountyCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Naples, FL | $20K | 2023 |
| Sailfish Point FoundationCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Stuart, FL | $10K | 2023 |
| Dana Farber Cancer InstituteCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Boston, MA | $10K | 2023 |
| Miami City BalletCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Miami Beach, FL | $5K | 2023 |
| Facing History And OurselvesCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Brookline, MA | $40K | 2022 |
| Southern Poverty Law CenterCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Montgomery, AL | $20K | 2022 |
| Hebrew SeniorlifeCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Boston, MA | $20K | 2022 |
| Smith College Alumnae FundCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Northampton, MA | $12K | 2022 |
| Equal Justice InitiativeCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Montgomery, AL | $10K | 2022 |
| Simmons College - School Of Social WorkCONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | Boston, MA | $3K | 2022 |