· 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.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2020–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k1 grant · $5k
- $10k–50k3 grants · $60k
- $50k–250k6 grants · $530k
- $250k+3 grants · $800k
| Recipient | Amount |
|---|---|
| B'NAI B'RITH - ANTI DEFAMATION LEAGUE | $300,000 |
| GULFSHORE PLAYHOUSE | $250,000 |
| WOMEN'S LIFE CYCLE WELLNESS PROGRAM AT BIDMC | $250,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST STUDY | $150,000 |
| AMERICAN JEWISH COMMITTEE | $110,000 |
| US HOLOCAUST MEMORIAL MUSEUM | $100,000 |
| BAKER SENIOR CENTER NAPLES INC | $70,000 |
| DAVID LAWRENCE MENTAL HEALTH CENTER | $50,000 |
| NCH HEALTHCARE SYSTEM INC | $50,000 |
| THE CONSERVANCY OF SOUTHWEST FLORIDA | $25,000 |
| JEWISH FEDERATION OF PALM BEACH | $25,000 |
| DANA FARBER CANCER INSTITUTE | $10,000 |
| MIAMI CITY BALLET | $5,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY20–24, $100k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 30% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
25 repeat relationships — 10 still active in FY2024, 15 since wound down; 2 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 77% of grant dollars renewed an existing relationship; $320k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
AMERICAN JEWISH COMMITTEE5× · 2020–2024 · $260k · revenue +68%- TUThe United States Holocaust Memorial Museum5× · 2020–2024 · $240k · revenue +36%
- FHFACING HISTORY & OURSELVES INC3× · 2020–2022 · $100k · revenue +29%
Funded once
- BIBETH ISRAEL DEACONESS MEDICAL CENTER INCone grant, 2023 · $250k · revenue +17%
- VRVOTER REGISTRATION PROJECTgraduatedone grant, 2023 · $206k · revenue +47%
- TATHE AMERICAN INDEPENDENT FOUNDATIONgraduatedone grant, 2023 · $107k · revenue +218%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.
Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.
The institute's mission, as set out in its certificate of incorporation, is to promote the clarification and simplification of the law and its better adaptation to social needs, to secure the better administration of justice, and to…
Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.
See Form 990, Part I, Line 1, Description of Organization Mission.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…
Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…
To promote civil liberties through communication and interaction with and between the citizens and legislators of the state of florida
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
For reference, the grantee most central to the portfolio’s shape is Jewish Federation of Palm Beach County Inc and the most unlike its peers is Dana-Farber Cancer Institute Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 40 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
26 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 26 of the 38 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds AMERICAN JEWISH COMMITTEE ↗
- Who funds BETH ISRAEL DEACONESS MEDICAL CENTER INC ↗
- Who funds GULFSHORE PLAYHOUSE INC ↗
- Who funds The United States Holocaust Memorial Museum ↗
- Who funds VOTER REGISTRATION PROJECT ↗
- Who funds WILLIAM J BRENNAN CENTER FOR JUSTICE INC ↗
- Who funds JEWISH FEDERATION OF PALM BEACH COUNTY INC ↗
- Who funds THE AMERICAN INDEPENDENT FOUNDATION ↗
- Who funds FACING HISTORY & OURSELVES INC ↗
- Who funds DAVID LAWRENCE MENTAL HEALTH CENTER INC ↗
- Who funds NCH HEALTHCARE SYSTEM INC ↗
- Who funds Ground Game Fund ↗
- Who funds BAKER SENIOR CENTER NAPLES INC ↗
- Who funds Hebrew Senior Life Inc ↗
- Who funds ACCELERATE CHANGE INC ↗
- Who funds WORKING AMERICA EDUCATION FUND ↗
- Who funds THE CONSERVANCY OF SOUTHWEST FLORIDA ↗
- Who funds SOUTHERN POVERTY LAW CENTER INC ↗
- Who funds SAILFISH POINT FOUNDATION INC ↗
- Who funds EQUAL JUSTICE INITIATIVE ↗
- Who funds Dana-Farber Cancer Institute Inc ↗
- Who funds MIAMI CITY BALLET INC ↗
- Who funds REPRODUCTIVE FREEDOM FOR ALL ↗
- Who funds HOSPICE FOUNDATION OF PALM BEACH COUNTY ↗
- Who funds RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC ↗
- Who funds United Way of Palm Beach County Inc ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Shirley & Milton Levy Family Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Dana-Farber Cancer Institute Inc — 7% of income from government
- Beth Israel Deaconess Medical Center Inc — 6% of income from government
- David Lawrence Mental Health Center Inc — 1% of income from government
- United Way of Palm Beach County Inc — 1% of income from government
- Hebrew Senior Life Inc — 0% of income from government
- Gulfshore Playhouse Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
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.