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
Under IRS private-foundation payout rules, Levy Charitable Foundation reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Combined Jewish Philanthropies ($17,000), Mass Eye & Ear ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COMBINED JEWISH PHILANTHROPIES BOSTON, MA | TO FURTHER ENTITY'S EXEMPT PURPOSE | $17,000 |
| MASS EYE & EAR BOSTON, MA | TO FURTHER ENTITY'S EXEMPT PURPOSE | $1,000 |
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
Frequently Asked Questions
What is Levy Charitable Foundation?
Levy Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLESLEY, MA. It holds $267K in total assets as of 2024.
How large is Levy Charitable Foundation?
As of 2024, Levy Charitable Foundation holds $267K in total assets with $38K in annual revenue. It awarded 2 grants totaling $18K in 2024.
Where does Levy Charitable Foundation operate?
Levy Charitable Foundation has awarded grants in Georgia, Massachusetts.
What size grants does Levy Charitable Foundation award?
In 2024, Levy Charitable Foundation awarded 2 grants totaling $18K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Levy Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Levy Charitable Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Levy Charitable Foundation's EIN?
Levy Charitable Foundation's EIN (Employer Identification Number) is 04-6860665. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Levy Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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