Charles Levy Foundation

Private foundation · Grantmaker Lawrenceville, NJ EIN: 22-6076221

Charles Levy Foundation is a private foundation, based in Lawrenceville, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $84K in total assets. In 2025, it awarded 4 grants totaling $13K. Net investment income was $16K.

Charles Levy Foundation at a glance

In short: Charles Levy Foundation gave $13K across 4 grants in 2025 (avg $3K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$12,900
+200.0% vs 2024
Grants made (2025)
4
+100.0% vs 2024
Average grant
$3,225
+50.0% vs 2024
Median grant
$2,550
Total assets
$84,365
-1.4% vs 2024
Primary geography
Pennsylvania (67% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Charles Levy Foundation funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Shir Ami: $7KShir Ami$7KGreenwood House: $3KGreenwood House$3KMain Line Reform Temple: $2KMain Line Reform Temple$2KThe Jewish Federation: $1KThe Jewish Federation$1K

The largest 2025 recipient was Shir Ami ($7K). Together the top 4 received $13K.

Grant Size Distribution

35 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 35 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

EwingLawrencevillePrincetonPenningtonMiddleburyPliladelphiaTrentonNew YorkWest TisburyAlbert LeaAndoverDeerfield BeachGreat BarringtonNew BrunswickNewtownOak BluffsSavannahVineyard HavenWashingtonWestville

How Charles Levy Foundation gives

  • Giving fell 22% from 2022 to 2025. Method
  • In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K10 grants2019 8 grants2020 9 grants2021 13 grants2022 7 grants2023 2 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $4K (2024) to $19K (2019). In 2025 it made 4 grants totaling $13K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Shir Ami Newtown, PATo carry out charitablepurpose of organization$6,800
Greenwood House Ewing, NJTo carry out charitable purpose of organization$3,300
Main Line Reform Temple Wynnewood, PATo carry out charitablepurpose of organization$1,800
The Jewish Federation Lawrenceville, NJTo carry out charitablepurpose of organization$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$84,365$17,861$16,872$12,9004$15,100$16,089$17,088
2024$85,526$2,928$8,124$4,3002$6,450$1,254$15,372
2023$88,572$7,034$14,823$11,4207$13,420$5,631—
2022$96,361$15,556$19,987$16,64513$18,545$14,114$11,377
2021$100,792$18,462$21,024$17,4909$19,390$16,828$12,944
2020$103,380$22,554$16,168$13,0408—$21,226$10,410
2019$114,964$24,123$22,182$19,23010—$22,971$8,995

Under IRS private-foundation payout rules, Charles Levy Foundation reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Charles Levy Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Paul G Levy

    Trustee

    On filings since 2019

    No compensation reported

  • Rachel Lesser

    Trustee

    On filings since 2023

    No compensation reported

Former officers (1)
  • Former: James A Levy (2019–2022) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Charles Levy Foundation

How much does Charles Levy Foundation give each year?

Charles Levy Foundation gave $13K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 2 grants.

What is Charles Levy Foundation's typical grant size?

Charles Levy Foundation's median grant in 2025 was $2,550, and its average grant was $3,225, across 4 grants on its 2025 IRS Form 990-PF.

Where does Charles Levy Foundation give grants?

Charles Levy Foundation gives mostly in Pennsylvania: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (33%).

Does Charles Levy Foundation give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Charles Levy Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To carry out charitablepurpose of organization" (3 grants).

How large is Charles Levy Foundation?

Charles Levy Foundation reported $84K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Charles Levy Foundation's EIN?

Charles Levy Foundation's EIN (Employer Identification Number) is 22-6076221. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 14, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Charles Levy Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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