Irving & Dorothy Levy Family Foundation

MADISON, WI EIN: 39-6045321

The Irving and Dorothy Levy Family Foundation is a private foundation based in Madison, Wisconsin, established in 1958. Designated as a 501(c)(3) organization, it has been tax-exempt since June 1963. The foundation is among the largest in Wisconsin and reflects a multigenerational commitment to philanthropy by the Levy family, with a focus on educational, medical, religious, and community organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$6.3M

+642.3% YoY

Grant Count

22

-18.5% YoY

Avg Grant Size

$287K

+811.0% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation does not have a publicly stated mission statement on record. However, its grantmaking priorities focus on:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Religious organizations and Jewish nonprofits
  • Civic and community service
  • Hospital science and research
  • Educational research

Grantmaking

The foundation also supports organizations including United Way of Dane County.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Wisconsin and Minnesota.

Grant Distribution by State

3states

Cities

DUBUQUELA CROSSEMADISONROCHESTER

Financial History

Multi-year comparison from IRS filings

As of December 31, 2023:

  • Total Assets: $19,484,479
  • Total Revenues: $1,081,670
  • Total Expenses: $877,468
  • Total Liabilities: $0
  • Investment Income and Dividends: $1,009,441
  • Number of Employees: 0

As of 2024 (most recent filing):

  • Total Assets: $14,565,692
  • Total Giving: $6,310,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$6M33 grants201942 grants202043 grants202134 grants202227 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UW FOUNDATION - PHILLIP …$5.0MUW FOUNDATION - L&S BUIL…$1.0MMAYO CLINIC$50KUW FOUNDATION - CARBONE …$35KMADISON JEWISH FEDERATION$25KST MARYS HOSPITAL FOUNDA…$25KUW FOUNDATION - WAISMAN …$25KUW FOUNDATION - DEPT OF …$20KCHABAD LUBAVITCH$15KUW CAMPUS - CHABAD HOUSE$15K

Grant Size Distribution

168 grants across all recorded years

157<$50K6$50–100K$100–250K$250–500K1$500K–1M3$1–5M1$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Uw Foundation - Phillip a Levy Engineering Hall ($5,000,000), Uw Foundation - L&s Building ($1,000,000), Mayo Clinic ($50,000).

RecipientPurposeAmount
ACCESS COMMUNITY HEALTH CENTER - EVJUE CLINIC MADISON, WICIVIC AND COMMUNITY SERVICE$5,000
AMERICAN RED CROSS - BADGER CHAPTER MADISON, WICIVIC AND COMMUNITY SERVICE$5,000
BETH ISRAEL CENTER MADISON, WIRELIGIOUS$10,000
CHABAD LUBAVITCH MADISON, WIRELIGIOUS$15,000
CONGREGATION SONS OF ABRAHAM - LA CROSSE LA CROSSE, WIRELIGIOUS$5,000
DANE COUNTY HUMANE SOCIETY MADISON, WICIVIC AND COMMUNITY SERVICE$5,000
JEWISH SOCIAL SERVICES MADISON, WIRELIGIOUS$10,000
MADISON JEWISH FEDERATION MADISON, WIRELIGIOUS$25,000
MAYO CLINIC ROCHESTER, MNHOSPITAL SCIENCE AND RESEARCH$50,000
PORCHLIGHT INC MADISON, WICIVIC AND COMMUNITY SERVICE$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation's legacy is connected to the Levy family, including:

  • Irving and Dorothy Levy (founders, parents of subsequent generation)
  • Marvin Levy and Jeffrey Levy (brothers who operate Madison-based Phillips Distributing Corporation, founded nearly a century ago by their family)
  • Phil Levy (brother, passed away in 2021)

The brothers have been instrumental in directing the foundation's philanthropic efforts across educational, medical, religious, and community initiatives.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARVIN J LEVYTREASURER1
JEFFREY C LEVYSECRETARY1
JACOB R PETERSDIRECTOR1
ROBERTA HOWELLDIRECTOR1

Recent News & Activity

Recent developments and announcements

The Levy family has demonstrated ongoing commitment to major institutions and community organizations in Wisconsin, including:

University of Wisconsin-Madison (College of Letters and Science, athletics, Law School, School of Human Ecology, UW Hospital, UW Children's Hospital, Carbone Cancer Center, School of Medicine and Public Health)

Meriter Hospital, St. Mary's Hospital, and Mayo Clinic

Madison Rotary Foundation's scholarship program

April 2024 Program Book by Madison Symphony Orchestra - Issuu

United Way

Madison Children's Museum

Madison Public Library

Museum of Contemporary Art

Temples Beth El and Beth Israel

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Irving & Dorothy Levy Family Foundation fund?

The foundation does not have a publicly stated mission statement on record. However, its grantmaking priorities focus on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Religious organizations and Jewish nonprofits • Civic and community service • Hospital science and research • Educational research

How do I apply for a grant from Irving & Dorothy Levy Family Foundation?

**Grant Activity:** • Made 42 grants in 2023 • Typical award range: $100–$5,000,000 • Total giving in 2024: $6,310,000 **Recent Grants (2023):** • Mayo Clinic: $50,000 (Hospital Science and Research) • State Historical Society of Wisconsin: $25,000 (Civic and Community Service) • Chabad-Lubavitch: $15,000 (Religious) The foundation also supports organizations including United Way of Dane County.

Where does Irving & Dorothy Levy Family Foundation make grants?

The foundation primarily funds organizations in Wisconsin and Minnesota.

What size grants does Irving & Dorothy Levy Family Foundation award?

In 2024, Irving & Dorothy Levy Family Foundation awarded 22 grants totaling $6.3M — an average of about $287K per grant, based on its IRS Form 990 filings.

What is Irving & Dorothy Levy Family Foundation's EIN?

Irving & Dorothy Levy Family Foundation's EIN (Employer Identification Number) is 39-6045321. IRS Form 990 filing data is available on this page for 2019–2024.

Explore Open Grants

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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