Shirley & Milton Levy Family
The Shirley & Milton Levy Family Charitable Trust is a private charitable foundation based in Framingham, Massachusetts. Designated as a 501(c)(3) organization, the trust operates as a grantmaking foundation that provides philanthropic support to nonprofit organizations across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.9M
+238.0% YoY
Annual Giving
$1.4M
+2.2% YoY
Grant Count
13
-31.6% YoY
Avg Grant Size
$107K
+49.4% YoY
Mission & Focus Areas
The foundation supports a diverse range of charitable causes, with primary focus areas including:
- Education and higher education
- Health and diseases and conditions
- Religion and Judaism
- Human services
- Philanthropy and nonprofit support
Grantmaking
The foundation maintains an active grantmaking program with the following characteristics:
Grant Range
Range**: Individual grants have ranged from $1,000 to $250,000, with a median grant of $20,000 and an average award of $36,000
How to Apply
**: The foundation only makes contributions to preselected charitable organizations
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Massachusetts
- Florida
- District of Columbia
- New York
- Illinois
- Pennsylvania
- Texas
- Alabama
- Chicago
Specific cities receiving support include Boston, Brookline, and Cambridge.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $2,639,322
- Annual Revenue: $1,461,925
- Annual Expenses: $1,381,706
- Total Liabilities: $0
Asset Growth: Total assets have grown from $1.2 million in 2011 to $8.9 million in 2024.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,920,650 | $2,639,322 | $2,559,103 |
| Revenue | $7,687,910 | $1,461,925 | $647,148 |
| Expenses | $1,406,582 | $1,381,706 | $494,182 |
| Qualifying Distributions | $1,395,000 | $1,364,598 | $480,000 |
| Net Investment Income | $1,855,780 | $509,417 | $641,966 |
| Distributable Amount | $867,372 | $547,656 | $476,658 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
98 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by two trustees who manage its operations:
- John F. Levy
- Steven Levy
Both trustees serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN F LEVY | TRUSTEE | 1 | — |
| STEVEN LEVY | TRUSTEE | 1 | — |
Contact Information
- Location: Framingham, MA
- EIN: 22-6480716
- Phone: (508) 390-2318
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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