Levy Charitable Foundation
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.
Levy Charitable Foundation at a glance
In short: Levy Charitable Foundation gave $39K across 5 grants in 2025 (avg $8K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,000
- +116.7% vs 2024
- Grants made (2025)
- 5
- +150.0% vs 2024
- Average grant
- $7,800
- -13.3% vs 2024
- Median grant
- $10,000
- Total assets
- $255,066
- -4.4% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Levy Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Combined Jewish Philanthropies ($17K). Together the top 5 received $39K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $18K (2021) to $42K (2023). In 2025 it made 5 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Combined Jewish Philanthropies Boston, MA | To Further Entity's Exempt Purpose | $17,000 |
| The Tenacre School Wellesley, MA | To Further Entity's Exempt Purpose | $10,000 |
| Fessenden School West Newton, MA | To Further Entity's Exempt Purpose | $10,000 |
| Mass Eye & Ear Boston, MA | To Further Entity's Exempt Purpose | $1,000 |
| PMC Jimmy Fund Brookline, MA | To Further Entity's Exempt Purpose | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $255,066 | $32,444 | $44,188 | $39,000 | 5 | $40,970 | $17,444 | $15,422 |
| 2024 | $266,810 | $37,864 | $20,560 | $18,000 | 2 | $20,290 | $22,402 | $13,459 |
| 2023 | $249,506 | $32,277 | $44,438 | $42,000 | 2 | $44,135 | $17,247 | $12,438 |
| 2022 | $261,667 | $34,669 | $21,999 | $20,000 | 2 | $21,873 | $19,639 | $12,513 |
| 2021 | $252,252 | $21,953 | $19,496 | $18,000 | 4 | $18,000 | $6,923 | $12,442 |
| 2020 | $249,795 | $26,034 | $21,653 | $20,000 | 4 | — | $11,004 | $10,920 |
| 2019 | $245,414 | $31,576 | $21,403 | $20,000 | 5 | — | $16,922 | $11,756 |
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.
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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 11, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Levy Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Levy Charitable Foundation's focus areas in our free grants database
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