The Joseph R Levis Foundation Inc

Foundation · Grantmaker Andover, MA EIN: 04-3477836

The Joseph R Levis Foundation Inc is a private foundation established in 1999 and based in Andover, Massachusetts. The foundation operates as a family foundation with a focus on community support, education, healthcare, and religious organizations.

Key facts about The Joseph R Levis Foundation Inc

EIN: 04-3477836
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $106,500
Grants made (2024): 25
Average grant: $4,260
Median grant: $1,000
New grantees (estimate): 40% first-time grantees (10 of 25, 2024)
Total assets: $1,533,893
Primary geography: Massachusetts (80% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who The Joseph R Levis Foundation Inc funds

By grant dollars, the top recipient states for The Joseph R Levis Foundation Inc's 25 itemized 2024 grants were Massachusetts (80%) and Connecticut (6%). The most frequent recipient cities were Lawrence, MA (4 grants), Boston, MA (3 grants), Chicago, IL (2 grants) and New York, NY (2 grants). None of its 25 grants with a stated purpose were described as general or operating support. Recurring purposes include "Community Development" (11 grants) and "Hospital" (4 grants).

Is The Joseph R Levis Foundation Inc open to new grantees?

40%

first-time grantees, 2024

In 2024, 10 of 25 grantees (40%) were first-time recipients. First grants averaged $1K; repeat grants $6K. How we count

Medians: $1K first-time, $2K repeat.

48% of 2024 grantees were also funded in 2023. Method
Giving held roughly steady from 2021 to 2024 (−18%). Method
In 2024 it paid out 41% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with The Joseph R Levis Foundation Inc

How to evaluate The Joseph R Levis Foundation Inc as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
Draft an LOI to The Joseph R Levis Foundation Inc with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

+3.4% YoY

Annual Giving

$107K

-34.2% YoY

Grant Count

-13.8% YoY

Avg Grant Size

$4K

-23.7% YoY

Under IRS private-foundation payout rules, The Joseph R Levis Foundation Inc reported a distributable amount of $258K 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

The foundation's primary funding interests include:

Community development and support services
Hospitals and healthcare organizations
Youth organizations
Private schools for low-income families
Religious mission groups and seminaries
Support services for those with unplanned pregnancies

The foundation's purpose is to utilize investment income derived from Archipelago Partners, LP K-1 investments.

Grantmaking

The foundation maintains a balanced approach to new applicants, with 40% of recent grants going to new grantees while maintaining loyal partnerships with established recipients.

Grant Range

$50 to $61,000

Your AI grants department

Ready to take the next step with The Joseph R Levis Foundation Inc?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

The foundation demonstrates highly concentrated geographic giving, with 75% of all grants concentrated in Massachusetts. Within the state, funding concentrates in:

Lawrence (28%)
Boston (20%)
Braintree (8%)

The foundation has also made grants in Maryland and 12 other states across the United States.

Grant Distribution by State

Massachusetts $85K (80%)

Connecticut $6K (6%)

Washington $5K (5%)

New York $5K (4%)

Illinois $2K (2%)

All other $4K (4%)

Share of all 25 itemized 2024 grant dollars.

States

Colorado Connecticut District of Columbia Florida Illinois Kentucky Massachusetts Maryland New York Pennsylvania Tennessee Virginia Washington Wyoming

Cities

LawrenceBostonBaltimoreBraintreeMethuenLexingtonNortonStamfordWorcesterChicagoDanversHaverhillWilliamsburgCoconut CreekDenversLathamNew YorkSt LawrenceWashingtonAfton

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year 2024:

Total assets: $1,533,893
Total revenues: $163,444
Total expenses: $114,793
Investment income and dividends: $50,374
Number of employees: 0

Funding Trajectory: The foundation has experienced an 18% decline in giving over an eight-year period, with a 50% decrease in median grant size from 2023 to 2024 ($2,000 to $1,000).

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,533,893	$1,483,233	$1,344,592
Revenue	$163,444	$312,822	$231,628
Expenses	$114,793	$174,181	$161,790
Qualifying Distributions	$106,500	$162,620	$152,250
Net Investment Income	$54,840	$36,055	$20,726
Distributable Amount	$258,450	$59,900	$53,612

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2020–2024

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

126 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include St John's Preparatory School ($51,000), College of the Holy Cross ($15,000), Lazarus House ($5,000).

Recipient	Purpose	Amount
ST JOHN'S PREPARATORY SCHOOL Denvers, MA	PRIVATE CATHOLIC PREP SCHOOL	$51,000
COLLEGE OF THE HOLY CROSS Worcester, MA	COLLEGE SCHOLARSHIP	$15,000
LAZARUS HOUSE Lawrence, MA	ASSIST THE HOMELESS	$5,000
ST BASIL'S SEMINARY Stamford, CT	SEMINARY	$5,000
WASHINGTON UNIV Seattle, WA	COMMUNITY DEVELOPMENT	$5,000
A FAITH THAT DOES JUSTICE Boston, MA	COMMUNITY DEVELOPMENT	$2,500
LAWRENCE GENERAL HOSPITAL Lawrence, MA	HOSPITAL	$2,500
FRANCIS QUIMET SCHOLARSHIP FUND Norton, MA	COLLEGE SCHOLARSHIPS	$2,000
LAWRENCE BOYS AND GIRLS CLUB Lawrence, MA	YOUTH ORGANIZATION	$2,000
MASSACHUSETTS GENERAL HOSPITAL Boston, MA	HOSPITAL	$2,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is governed by three volunteer board members serving without compensation:

President
Treasurer
Clerk

No paid executives are reported.

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Joseph R Levis	President	1	—
Brian Levis	Treasurer	1	—
Matthew Levis	Clerk	1	—

Contact Information

Address: 23 Bobby Jones Drive, Andover, MA 01810-2880

Telephone: 978-794-4900

EIN: 04-3477836

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does The Joseph R Levis Foundation Inc fund?

The foundation's primary funding interests include: • Community development and support services • Hospitals and healthcare organizations • Youth organizations • Private schools for low-income families • Religious mission groups and seminaries • Support services for those with unplanned pregnancies The foundation's purpose is to utilize investment income derived from Archipelago Partners, LP K-1 investments.

How do I apply for a grant from The Joseph R Levis Foundation Inc?

**Grant Activity:** • Total historical grants: 170 awards totaling $1,122,452 • Most recent year (2024): 25 grants totaling $107,000 • Individual grant range: $50 to $61,000 • Median grant size: $1,000 (2024); $1,500 (all-time) **Recent Grantees (2024):** • St John's Preparatory School (Danvers, MA): $51,000 • College of the Holy Cross (Worcester, MA): $15,000 • Lazarus House (Lawrence, MA): $5,000 • St Basil's Seminary (Stamford, CT): $5,000 • Washington University (Seattle, WA): $5,000 • A Fa…

Where does The Joseph R Levis Foundation Inc make grants?

The foundation demonstrates highly concentrated geographic giving, with 75% of all grants concentrated in Massachusetts. Within the state, funding concentrates in: • Lawrence (28%) • Boston (20%) • Braintree (8%) The foundation has also made grants in Maryland and 12 other states across the United States.

What size grants does The Joseph R Levis Foundation Inc award?

In 2024, The Joseph R Levis Foundation Inc awarded 25 grants totaling $107K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Joseph R Levis Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joseph R Levis Foundation Inc reported a distributable amount of $258K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Joseph R Levis Foundation Inc's EIN?

The Joseph R Levis Foundation Inc's EIN (Employer Identification Number) is 04-3477836. IRS Form 990 filing data is available on this page for 2020–2024.