Levy Foundation Inc
Levy Foundation Inc is a private foundation, based in Needham, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $701K in total assets. In 2025, it awarded 5 grants totaling $19K. Net investment income was $19K.
Levy Foundation Inc at a glance
In short: Levy Foundation Inc gave $19K across 5 grants in 2025 (avg $4K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $19,000
- +5.6% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $3,800
- -15.6% vs 2024
- Median grant
- $2,500
- Total assets
- $701,227
- +0.1% 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 Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Dana Farber ($9K). Together the top 5 received $19K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (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 Foundation Inc gives
- Giving grew 217% from 2022 to 2025. Method
- In 2025 it paid out 55% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $4K (2021) to $19K (2025). In 2025 it made 5 grants totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dana Farber Boston, MA | general | $9,000 |
| Ronald McDonald House Charlestown, MA | general | $2,500 |
| Boston Home Boston, MA | General | $2,500 |
| Rosie's Place Boston, MA | General | $2,500 |
| Pine Street Inn Boston, MA | General | $2,500 |
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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 | $701,227 | $18,598 | $19,000 | $19,000 | 5 | $19,000 | $18,598 | $34,247 |
| 2024 | $700,629 | $565,994 | $18,000 | $18,000 | 4 | — | — | — |
| 2023 | $134,635 | $29,756 | $6,000 | $6,000 | 4 | $6,000 | — | — |
| 2022 | $110,879 | $6,069 | $6,000 | $6,000 | 4 | $6,000 | $6,069 | — |
| 2021 | $138,979 | $55,000 | $3,900 | $3,900 | 3 | — | — | — |
Under IRS private-foundation payout rules, Levy Foundation Inc reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Levy Foundation Inc is led by Susan G Levy, President & Director on every filing since 2021; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan G Levy
President & Director
On filings since 2021
No compensation reported
Alanna G Levy
Director
On filings since 2021
No compensation reported
Benjamin M Levy
Director
On filings since 2021
No compensation reported
Joshua W Levy
Director
On filings since 2021
No compensation reported
David A Levy
Clerk & Treasurer
On filings since 2021
0 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Foundation Inc
How much does Levy Foundation Inc give each year?
Levy Foundation Inc gave $19K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 4 grants.
What is Levy Foundation Inc's typical grant size?
Levy Foundation Inc's median grant in 2025 was $2,500, and its average grant was $3,800, across 5 grants on its 2025 IRS Form 990-PF.
Where does Levy Foundation Inc give grants?
Levy Foundation Inc 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 (4 grants).
Does Levy Foundation Inc give general operating support?
Yes: 100% of Levy Foundation Inc's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Levy Foundation Inc's largest grantees?
Levy Foundation Inc's largest 2025 grantees include Dana Farber ($9,000), Ronald McDonald House ($2,500) and Boston Home ($2,500), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is Levy Foundation Inc?
Levy Foundation Inc reported $701K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Levy Foundation Inc's EIN?
Levy Foundation Inc's EIN (Employer Identification Number) is 04-2874914. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 16, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 22, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 3, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2021–2024
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