Massachusetts · Private foundation
Shirley & Milton Levy Family Charitable Trust
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $1.4M
- Granted FY2024(still arriving)
- 13
- Grants FY2024
- 18
- Organizations funded FY2023
- 50%
- First-time grantees FY2023
- Median grant, FY2024
- $70,000
- Largest grant, FY2024
- $300,000
- Organizations funded a year
- 15 to 26
- FY2020 to FY2023
- States reached, FY2024
- 5
- Total assets, FY2024
- $8.9M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2023, 50% of the organizations Shirley & Milton Levy Family Charitable Trust funded were first-time grantees, receiving 66% of its grant dollars.
New vs renewed · share of each year
In FY2023, 34% of grant dollars renewed an existing relationship; $890k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 12 | $1.4M | 17% |
| FY2023 | 18 | $1.3M | 50% |
| FY2022 | 15 | $455k | 0% |
| FY2021 | 22 | $349k | 0% |
| FY2020 | 26 | $352k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| American Jewish Committee | $260,000 | 5 | 0% |
| Beth Israel Deaconess Medical Center Inc | $250,085 | 1 | 0% |
| Gulfshore Playhouse Inc | $250,000 | 1 | 2% |
| The United States Holocaust Memorial Museum | $240,000 | 5 | 0% |
| Voter Registration Project | $205,942 | 1 | 0% |
| William J Brennan Center for Justice Inc | $180,000 | 4 | 0% |
| The American Independent Foundation | $107,448 | 1 | 1% |
| Nch Healthcare System Inc | $100,000 | 2 | 6% |
| Facing History & Ourselves Inc | $100,000 | 3 | 0% |
| David Lawrence Mental Health Center Inc | $100,000 | 2 | 0% |
Show all 25 grantees
What it could do for these grantees
Plus 12 recipients with no EIN on record ($1.5M), not named here.
Where it is load-bearing
Each grantee by its size and the share of its budget Shirley & Milton Levy Family Charitable Trust supplied at peak.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund
How this is measured
Compare Shirley & Milton Levy Family Charitable Trust with peer funders
Warm introductions · Powered by PlinthPlus
How do I get to Shirley & Milton Levy Family Charitable Trust?
Find your warmest path to Shirley & Milton Levy Family Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.
About Shirley & Milton Levy Family Charitable Trust
- How much does Shirley & Milton Levy Family Charitable Trust give?
- Shirley & Milton Levy Family Charitable Trust reported 13 grants totaling $1,395,000 in its FY2024 IRS filing. It funded between 15 and 26 organizations a year over FY2020 to FY2023.
- What does Shirley & Milton Levy Family Charitable Trust fund?
- By grant dollars over FY2020 to FY2024, its largest causes are Civil Rights (28%), Health (20%), Arts & Culture (18%).
- Who are Shirley & Milton Levy Family Charitable Trust's largest grantees?
- By total granted over FY2020 to FY2024: American Jewish Committee ($260k), Beth Israel Deaconess Medical Center Inc ($250k), Gulfshore Playhouse Inc ($250k).
- Does Shirley & Milton Levy Family Charitable Trust fund new organizations?
- In FY2023, 50% of the organizations it funded were first-time grantees.
- Does Shirley & Milton Levy Family Charitable Trust accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as Shirley & Milton Levy Family Charitable Trust?
- Its strongest co-funders, measured against what their size predicts, include Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.
- Where is Shirley & Milton Levy Family Charitable Trust based?
- Shirley & Milton Levy Family Charitable Trust is based in MA.
Play a game based on Shirley & Milton Levy Family’s filings →