Levy Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLESLEY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $267K in total assets. In 2024, it awarded 2 grants totaling $18K. Net investment income was $22K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$267K
+6.9% YoY
Annual Giving
$18K
-57.1% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$9K
-57.1% YoY
About Levy Charitable Foundation
Based on IRS filings
Levy Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLESLEY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $267K in total assets. In 2024, it awarded 2 grants totaling $18K. Net investment income was $22K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $266,810 | $249,506 | $261,667 |
| Revenue | $37,864 | $32,277 | $34,669 |
| Expenses | $20,560 | $44,438 | $21,999 |
| Qualifying Distributions | $20,290 | $44,135 | $21,873 |
| Net Investment Income | $22,402 | $17,247 | $19,639 |
| Distributable Amount | $13,459 | $12,438 | $12,513 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEOFFREY W LEVY | TRUSTEE | 1 | — |
| ROBERTA MORSE LEVY | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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