Shirley & Milton Levy Family
Shirley & Milton Levy Family is a private foundation based in Framingham, Massachusetts. Its 2024 filing reports grants to charitable organizations in Florida, New York, Massachusetts, Washington, DC, and Pennsylvania, including organizations working in theatre, health, behavioral healthcare, Jewish community affairs, and environmental conservation.
Shirley & Milton Levy Family at a glance
In short: Shirley & Milton Levy Family gave $1.4M across 13 grants in 2024 (avg $107K), top state Florida. 15% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,395,000
- +2.2% vs 2023
- Grants made (2024)
- 13
- -31.6% vs 2023
- Average grant
- $107,308
- +49.4% vs 2023
- Median grant
- $70,000
- Total assets
- $8,920,650
- +238.0% vs 2023
- New grantees (estimate)
- 15% first-time grantees (2 of 13, 2024; small sample)
- Primary geography
- Florida (34% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Shirley & Milton Levy Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 9175, Framingham, MA 01701
Phone: (508) 390-2318
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Shirley & Milton Levy Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was B'nai B'rith - Anti Defamation League ($300K). Together the top 10 received $1.4M.
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 73 grants of 98 (74%).
Geographic Focus
Where this funder awards grants
The foundation’s 2024 grants went to recipients in Florida, New York, Massachusetts, Washington, DC, and Pennsylvania. Florida received 34% of grant dollars, New York 22%, Massachusetts 19%, DC 18%, and Pennsylvania 8%.
Grant Distribution by State
Share of 2024 grant dollars across all 13 itemized grants.
Cities
Is Shirley & Milton Levy Family open to new grantees?
15%
first-time grantees, 2024
In 2024, 2 of 13 grantees (15%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $160K; repeat grants $98K. How we count
Medians: $160K first-time, $50K repeat.
- 77% of 2024 grantees were also funded in 2023. Method
- Giving grew 273% from 2021 to 2024. Method
- In 2024 it paid out 161% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $374K (2021) to $1.4M (2024). In 2024 it made 13 grants totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| B'nai B'rith - Anti Defamation League New York, NY | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $300,000 |
| Gulfshore Playhouse Naples, FL | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $250,000 |
| Women's Life Cycle Wellness Program at Bidmc Boston, MA | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $250,000 |
| Washington Institute for Near East Study Washington, DC | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $150,000 |
| American Jewish Committee Philadelphia, PA | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $110,000 |
| US Holocaust Memorial Museum Washington, DC | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $100,000 |
| Baker Senior Center Naples Inc Naples, FL | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $70,000 |
| David Lawrence Mental Health Center Naples, FL | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $50,000 |
| NCH Healthcare System Inc Naples, FL | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $50,000 |
| Jewish Federation of Palm Beach West Palm Beach, FL | Contributions to all recipients were made to further tax exempt status under 501(c)(3). | $25,000 |
Ready to take the next step with Shirley & Milton Levy Family?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $8,920,650 | $7,687,910 | $1,406,582 | $1,395,000 | 13 | $1,395,000 | $1,855,780 | $867,372 |
| 2023 | $2,639,322 | $1,461,925 | $1,381,706 | $1,364,598 | 19 | $1,364,598 | $509,417 | $547,656 |
| 2022 | $2,559,103 | $647,148 | $494,182 | $480,000 | 16 | $480,000 | $641,966 | $476,658 |
| 2021 | $2,406,137 | $550,597 | $378,958 | $374,000 | 23 | $374,000 | $549,702 | $507,159 |
| 2020 | $2,234,498 | $478,205 | $393,625 | $377,000 | 27 | — | $398,544 | $379,908 |
Under IRS private-foundation payout rules, Shirley & Milton Levy Family reported a distributable amount of $867K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include support for a range of charitable organizations. For example, Gulfshore Playhouse describes its mission as presenting professional theatre in Southwest Florida and fostering an education department. Baker Senior Center Naples says it provides confidence, connection, and support to seniors in Collier and southern Lee counties. David Lawrence Mental Health Center describes itself as a regional provider of behavioral healthcare through education, prevention, intervention, and treatment.
Other 2024 grantees describe their work as improving health (NCH Healthcare System), addressing environmental issues in Southwest Florida (The Conservancy of Southwest Florida), and producing dance performances and providing dance education (Miami City Ballet).
Grantmaking
In 2024, the foundation reported 13 grants totaling $1,395,000. Grants ranged from $5,000 to $300,000, with a median of $70,000.
Among the largest reported grants were $300,000 to B'NAI B'RITH - ANTI DEFAMATION LEAGUE, $250,000 each to Gulfshore Playhouse and Women's Life Cycle Wellness Program at BIDMC, $150,000 to Washington Institute for Near East Study, and $110,000 to American Jewish Committee. Other grants included $100,000 to US Holocaust Memorial Museum, $70,000 to Baker Senior Center Naples, and $50,000 each to David Lawrence Mental Health Center and NCH Healthcare System.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists John F Levy and Steven Levy as trustees.
Shirley & Milton Levy Family's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
John F. Levy
Trustee
On filings since 2020
1 hr/week
No compensation reported
Steven Levy
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Shirley Levy (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2024. "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 Shirley & Milton Levy Family
How much does Shirley & Milton Levy Family give each year?
Shirley & Milton Levy Family gave $1.4M across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.4M across 19 grants.
What is Shirley & Milton Levy Family's typical grant size?
Shirley & Milton Levy Family's median grant in 2024 was $70,000, and its average grant was $107,308, across 13 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Shirley & Milton Levy Family that year got $160K on average.
Where does Shirley & Milton Levy Family give grants?
Shirley & Milton Levy Family's top state is Florida, with 34% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New York (22%) and Massachusetts (19%). The most frequent recipient cities were Naples, FL (5 grants), Boston, MA (2 grants) and Washington, DC (2 grants).
Does Shirley & Milton Levy Family give general operating support?
Not in 2024: none of the 13 grants with a stated purpose on Shirley & Milton Levy Family's 2024 IRS Form 990-PF were described as general or operating support.
Who are Shirley & Milton Levy Family's largest grantees?
Shirley & Milton Levy Family's largest 2024 grantees include B'nai B'rith - Anti Defamation League ($300,000), Gulfshore Playhouse ($250,000) and Women's Life Cycle Wellness Program at Bidmc ($250,000), according to its 2024 IRS Form 990-PF. Together they received 57% of its itemized 2024 grant dollars.
How large is Shirley & Milton Levy Family?
Shirley & Milton Levy Family reported $8.9M in total assets on its 2024 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $867K (roughly 5% of its investment assets).
What does Shirley & Milton Levy Family fund?
No mission statement for the foundation is provided. Its 2024 grants include support for a range of charitable organizations. For example, Gulfshore Playhouse describes its mission as presenting professional theatre in Southwest Florida and fostering an education department. See mission & focus areas ↑
How do I apply for a grant from Shirley & Milton Levy Family?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Shirley & Milton Levy Family's EIN?
Shirley & Milton Levy Family's EIN (Employer Identification Number) is 22-6480716. IRS Form 990 filing data is available on this page for 2020–2024.
Does Shirley & Milton Levy Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Shirley & Milton Levy Family's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
Jewish Federation of Greater Philadelphia
Philadelphia, PA
The Jewish Federation of Greater Philadelphia funds basic needs and self-sufficiency, older adults and Holocaust survivors, Jewish life and learning, and community resilience in Greater Philadelphia, Israel, and globally. Its 2025 median grant was $25,000, though awards ranged widely; first-time applicants whose work strongly aligns with its priorities are invited to inquire, but the profile does not state whether unsolicited applications are accepted.
Assets
$506.4M
Grants
286
Total Given
$33.0M
Jewish Federation of Metropolitan Chicago
Chicago, IL
The Jewish Federation of Metropolitan Chicago funds human services, Jewish education and community programs, crisis response, and support for Israel and Jewish communities worldwide, primarily through Chicago-area agencies and initiatives. In 2025, its grants had a median of about $20,000, though awards ranged widely; the profile does not state whether it accepts unsolicited requests.
Assets
$1.1B
Grants
896
Total Given
$166.6M
Santa Barbara Foundation
Santa Barbara, CA
The Santa Barbara Foundation supports a wide range of community needs in Santa Barbara County, including behavioral and physical health, food and shelter, education, conservation, and arts programs. Its 2024 grants had a median amount of $25,000, though individual awards varied widely. It invites applicants to review program opportunities and eligibility requirements and apply through each program’s stated process; whether it accepts unsolicited requests is not stated.
Assets
$503.6M
Grants
447
Total Given
$107.7M
Jewish Community Foundation of San Diego
San Diego, CA
The Jewish Community Foundation of San Diego supports charitable, educational, and religious organizations, with grants spanning Jewish community life, research, civil rights, health care, arts, and community services. Its 2025 grants had a median of $25,000, though amounts varied widely; two-thirds of its grants since founding have gone to San Diego organizations, with others mainly elsewhere in the U.S. and Israel. Some listed opportunities accept applications from eligible nonprofits, but the profile does not state whether the Foundation accepts unsolicited requests generally.
Assets
$862.3M
Grants
774
Total Given
$148.1M
Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma
San Francisco, CA
The Federation funds Jewish life and identity, antisemitism response, crisis relief, human services, and justice and inclusion, with work in the Bay Area, Israel, and beyond. Its 2025 grants ranged from $5,050 to $2,405,915, with a median of $22,750. It frequently issues requests for proposals and welcomes inquiries about new Bay Area programs; no current organization grant opportunities were listed.
Assets
$2.0B
Grants
1,032
Total Given
$94.5M
More similar funders
More Funders in Massachusetts
Cite this profile
Grantable. (2026). Shirley & Milton Levy Family funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/shirley-and-milton-levy-family-morg_640a5bc3c3464c5088f0452cb16b947e
BibTeX
@misc{grantable_226480716_2026,
author = {{Grantable}},
title = {{Shirley \& Milton Levy Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/shirley-and-milton-levy-family-morg_640a5bc3c3464c5088f0452cb16b947e},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Shirley & Milton Levy Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Shirley & Milton Levy Family down — hundreds of funders to go?