Dr John S Levy Foundation Trust
Dr John S Levy Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORANGE, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $256K in total assets. In 2024, it awarded 38 grants totaling $114K. Net investment income was $84K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$256K
+39.0% YoY
Annual Giving
$114K
+51.6% YoY
Grant Count
38
+5.6% YoY
Avg Grant Size
$3K
+43.6% YoY
Under IRS private-foundation payout rules, Dr John S Levy Foundation Trust reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
About Dr John S Levy Foundation Trust
Based on IRS filings
Dr John S Levy Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORANGE, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $256K in total assets. In 2024, it awarded 38 grants totaling $114K. Net investment income was $84K.
Focus Areas
Ready to take the next step with Dr John S Levy Foundation Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $255,623 | $183,883 | $223,532 |
| Revenue | $194,408 | $41,466 | $39,924 |
| Expenses | $122,668 | $81,115 | $69,581 |
| Qualifying Distributions | $114,408 | $75,481 | $63,985 |
| Net Investment Income | $84,408 | $36,364 | $35,078 |
| Distributable Amount | $15,139 | $12,980 | $16,723 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
157 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Anti Defamation League ($25,000), Jewish Federation-new Haven ($25,000), Jeewish Community Center ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANTI DEFAMATION LEAGUE BRIDGEPORT, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $25,000 |
| CHABAD OF ORANGE ORANGE, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 |
| CHAPEL HAVEN NEW HAVEN, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 |
| CONGREGATION BETH ISRAEL NEW HAVEN, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,800 |
| DIAPER BANK NORTH HAVEN, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 |
| FBI NEW HAVEN CITIZENS ACAD ASSC NORTH HAVEN, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 |
| FBI NEW HAVEN CITIZENS ACAD ASSC NORTH HAVEN, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $65 |
| FOOD2KIDZ MILFORD, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 |
| FOOD2KIDZ MILFORD, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $200 |
| FOOD2KIDZ MILFORD, CT | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR JOHN S LEVY | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Dr John S Levy Foundation Trust?
Dr John S Levy Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORANGE, CT. It holds $256K in total assets as of 2024.
How large is Dr John S Levy Foundation Trust?
As of 2024, Dr John S Levy Foundation Trust holds $256K in total assets with $194K in annual revenue. It awarded 38 grants totaling $114K in 2024.
Where does Dr John S Levy Foundation Trust operate?
Dr John S Levy Foundation Trust has awarded grants in California, Colorado, Connecticut, District of Columbia, Michigan, New York, Pennsylvania.
What size grants does Dr John S Levy Foundation Trust award?
In 2024, Dr John S Levy Foundation Trust awarded 38 grants totaling $114K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Dr John S Levy Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dr John S Levy Foundation Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dr John S Levy Foundation Trust's EIN?
Dr John S Levy Foundation Trust's EIN (Employer Identification Number) is 82-6689237. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dr John S Levy Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.