Levy Charitable Foundation

Private foundation · Grantmaker Wellesley, MA EIN: 04-6860665

Levy Charitable Foundation is a private foundation, based in Wellesley, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $255K in total assets. In 2025, it awarded 5 grants totaling $39K. Net investment income was $17K.

Key facts about Levy Charitable Foundation

In short: Levy Charitable Foundation gave $39K across 5 grants in 2025 (avg $8K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6860665
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$39,000
Grants made (2025)
5
Average grant
$7,800
Median grant
$10,000
Total assets
$255,066
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$255K

-4.4% YoY

Annual Giving

$39K

+116.7% YoY

Grant Count

5

+150.0% YoY

Avg Grant Size

$8K

-13.3% YoY

Under IRS private-foundation payout rules, Levy Charitable Foundation reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.

How Levy Charitable Foundation gives

  • Giving grew 95% from 2022 to 2025. Method
  • In 2025 it paid out 266% of its IRS minimum distribution (the 5% rule). Method

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

Your AI grants department

Ready to take the next step with Levy Charitable Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

BostonWatertownAtlantaBrooklineNewtonWellesleyWest Newton

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K5 grants2019 4 grants2020 4 grants2021 2 grants2022 2 grants2023 2 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $18K (2021) to $42K (2023). In 2025 it made 5 grants totaling $39K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Combined Jewish Philanthropies: $17KCombined Jewish Philanthropies$17KThe Tenacre School: $10KThe Tenacre School$10KFessenden School: $10KFessenden School$10KMass Eye & Ear: $1KMass Eye & Ear$1KPMC Jimmy Fund: $1KPMC Jimmy Fund$1K

The largest 2025 recipient was Combined Jewish Philanthropies ($17K). Together the top 5 received $39K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Combined Jewish Philanthropies Boston, MATo Further Entity's Exempt Purpose$17,000
The Tenacre School Wellesley, MATo Further Entity's Exempt Purpose$10,000
Fessenden School West Newton, MATo Further Entity's Exempt Purpose$10,000
Mass Eye & Ear Boston, MATo Further Entity's Exempt Purpose$1,000
PMC Jimmy Fund Brookline, MATo Further Entity's Exempt Purpose$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$255,066$266,810$249,506
Revenue$32,444$37,864$32,277
Expenses$44,188$20,560$44,438
Qualifying Distributions$40,970$20,290$44,135
Net Investment Income$17,444$22,402$17,247
Distributable Amount$15,422$13,459$12,438

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 11, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

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

Officers on the 2025 filing

  • Geoffrey W. Levy

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Roberta Morse Levy

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

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 Levy Charitable Foundation

How much does Levy Charitable Foundation give each year?

Levy Charitable Foundation gave $39K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 2 grants.

What is Levy Charitable Foundation's typical grant size?

Levy Charitable Foundation's median grant in 2025 was $10,000, and its average grant was $7,800, across 5 grants on its 2025 IRS Form 990-PF.

Where does Levy Charitable Foundation give grants?

Levy Charitable Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (2 grants).

Who are Levy Charitable Foundation's largest grantees?

Levy Charitable Foundation's largest 2025 grantees include Combined Jewish Philanthropies ($17,000), The Tenacre School ($10,000) and Fessenden School ($10,000), according to its 2025 IRS Form 990-PF. Together they received 95% of its itemized 2025 grant dollars.

How large is Levy Charitable Foundation?

Levy Charitable Foundation reported $255K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).

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 2019–2025.

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

Your AI grants department

Here's the math on researching Levy Charitable Foundation by hand.

Explore Open Grants

Browse active grant opportunities in Levy Charitable Foundation's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Karp Family Foundation Stephen R

Boston, MA

The Karp Family Foundation Stephen R. and supports charitable organizations in areas including education and human services, with most 2025 funding going to Massachusetts and New York. Its 2025 grants ranged from $100 to $500,000, with a median of $20,000; it funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$918K

Grants

31

Total Given

$2.0M

Dr Scholl Foundation

Northbrook, IL

The Dr. Scholl Foundation funds eligible nonprofits working in education, social services, healthcare, civic and cultural activities, and the environment, primarily in the United States; overseas requests may be considered when a board member knows the applicant. Grants typically average $5,000–$25,000, though awards vary widely, and the foundation accepts requests through an LOI process, with full applications by invitation.

Assets

$211.9M

Grants

410

Total Given

$8.9M

Ruby W and Lavon P Linn Foundation

Boston, MA

The foundation supports charitable, educational, scientific, and religious organizations, with interests including Simmons University, veterans, patriotism, Methodist institutions, and services such as housing, health care, and disability support. Its 2025 grants had a median of $154,000 and ranged from $20,000 to $949,399; nearly all grant dollars went to Massachusetts, with some to Virginia. It does not accept unsolicited requests and funds only preselected charitable organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$68.8M

Grants

12

Total Given

$2.7M

Massachusetts Service Alliance Inc

Boston, MA

Massachusetts Service Alliance funds AmeriCorps programs, volunteer engagement, and related organizational capacity-building for nonprofits, schools, public agencies, and community groups, primarily in Massachusetts. Its 2025 grants ranged from $5,140 to $2,942,312, with a median of $216,629; specific opportunities include planning grants and volunteerism grants. It accepts applications for published grant opportunities, but the profile does not state whether it accepts unsolicited requests.

Environment & Animals

Assets

$6.5M

Grants

45

Total Given

$16.0M

The Episode Foundation

Newton, MA

Philanthropy, Voluntarism & Grantmaking

Assets

$317K

Grants

9

Total Given

$127K

Bradford Family Foundation

St. Louis, MO

The Bradford Family Foundation supports a broad range of charitable organizations, including Catholic institutions, food assistance, education, and services for people with disabilities. Its 2024 grants ranged from $104 to $15,000, with a median of $1,000, and went to organizations in multiple states, especially Missouri. The filing names an application contact and says giving is not limited to preselected organizations, but does not state whether unsolicited requests are accepted.

Assets

$587K

Grants

101

Total Given

$163K

The Nicholas B Ottaway Fdn Inc

New York, NY

The Nicholas B Ottaway Foundation funds community-impact programs, educational opportunities for economically disadvantaged students, and journalism and press freedom through qualified nonprofits. Recent grants ranged from $5,000 to $38,814, with a median of $15,000; giving is concentrated in New York and California, with additional support in other regions, especially members’ communities. It requires letters of intent from first-time or new applicants, with deadlines varying by committee.

Assets

$10.2M

Grants

36

Total Given

$592K

Amelia Peabody Foundation

Topsfield, MA

The Amelia Peabody Foundation supports Massachusetts nonprofits serving children and families, especially in under-resourced communities, with operating, program, and capital grants; it has a particular focus on communities outside Greater Boston. In 2024, grants ranged from $5,000 to $500,000, with a median award of $40,000.

Assets

$165.5M

Grants

152

Total Given

$8.7M

The Abner Levy Foundation

Simi Valley, CA

Assets

$2.8M

Grants

28

Total Given

$109K

McNabb Foundation

Wilmington, DE

The McNabb Foundation’s website describes support for behavioral health and social services in East Tennessee, while its 2024 grants went to organizations with varied missions, mostly in California. Grants ranged from $500 to $5,000, with a median of $1,000. It does not accept unsolicited requests and gives only to preselected charitable organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$4.8M

Grants

328

Total Given

$358K

Brauner Family Foundation

La Mesa, CA

Human Services

Assets

$1.1M

Grants

52

Total Given

$52K

The Ryan Family Foundation

Jericho, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$146K

Grants

73

Total Given

$475K

More Funders in Massachusetts

Levy Charitable Foundation down — hundreds of funders to go?

Want AI to do this for you?