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
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.
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
Among its reported 2024 grants, the largest include B'nai B'rith - Anti Defamation League ($300,000), Gulfshore Playhouse ($250,000), Women's Life Cycle Wellness Program at Bidmc ($250,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN JEWISH COMMITTEE PHILADELPHIA, PA | CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $110,000 |
| 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 |
| BAKER SENIOR CENTER NAPLES INC NAPLES, FL | CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $70,000 |
| DANA FARBER CANCER INSTITUTE BOSTON, MA | CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $10,000 |
| DAVID LAWRENCE MENTAL HEALTH CENTER NAPLES, FL | CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $50,000 |
| GULFSHORE PLAYHOUSE NAPLES, FL | CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $250,000 |
| 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 |
| MIAMI CITY BALLET MIAMI BEACH, FL | CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $5,000 |
| NCH HEALTHCARE SYSTEM INC NAPLES, FL | CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $50,000 |
| THE CONSERVANCY OF SOUTHWEST FLORIDA NAPLES, FL | CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $25,000 |
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
Frequently Asked Questions
What does Shirley & Milton Levy Family fund?
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
How do I apply for a grant from Shirley & Milton Levy Family?
The foundation maintains an active grantmaking program with the following characteristics: • **Grant History**: According to available records, the foundation has made 74 grants totaling $2.7 million • **Grant Size 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 • **Annual Giving Trends**: Annual giving has grown from $374,000 in 2021 to $1.4 million in 2023 • **Grantee Base**: The foundation has supported 32 unique …
Where does Shirley & Milton Levy Family make 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.
What size grants does Shirley & Milton Levy Family award?
In 2024, Shirley & Milton Levy Family awarded 13 grants totaling $1.4M — an average of about $107K per grant, based on its IRS Form 990 filings.
How much is Shirley & Milton Levy Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Shirley & Milton Levy Family reported a distributable amount of $867K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.