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Shirley & Milton Levy Family Charitable Trust at a glance

· 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 FY2024still arriving
13
Grants FY2024still arriving
5
States reached
$300k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Civil Rights$1.1MHealth$817kArts & Culture$723kPublic Benefit$306kEducation$275kPhilanthropy$273kSocial Science$270kHuman Services$110kOther$0
02FY2024 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $5k
  • $10k–50k3 grants · $60k
  • $50k–250k6 grants · $530k
  • $250k+3 grants · $800k
$70,000
Median grant
5
States reached
$8.9M
Total assets
Largest grants
RecipientAmount
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
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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. Its grants skew toward lower-need ZIPs.

area typical 11%BAKER SENIOR CENTER NAPLES INC: $70k → 10%HOSPICE FOUNDATION OF PALM BEACH COUNTY: $5k → 11%HOSPICE FOUNDATION OF PALM BEACH COUNTY: $5k → 11%NARAL PROCHOICE AMERICA: $10k → 14%NARAL PROCHOICE AMERICA: $10k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
NY
MA
PA
DC
AL
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

71%of every dollar goes to organizations it has funded before.
$2.7M · 25 repeat orgs$1.1M to everyone else

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

Re-uppedFunded once

Organizations

25
10

Total granted

$2.7M
$808k

Median revenue growth · since first grant

+40%
+47%

Still filing today

60%
80%

New vs renewed · share of each year

In FY2024, 77% of grant dollars renewed an existing relationship; $320k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
Arts & CultureHealthCivil RightsEducationHuman ServicesPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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 COMMITTEE
    5× · 2020–2024 · $260k · revenue +68%
  • TU
    The United States Holocaust Memorial Museum
    5× · 2020–2024 · $240k · revenue +57%
  • NCH HEALTHCARE SYSTEM INC
    2× · 2023–2024 · $100k · revenue +721%

Funded once

  • BI
    BETH ISRAEL DEACONESS MEDICAL CENTER INCgraduated
    one grant, 2023 · $250k · revenue +28%
  • VR
    VOTER REGISTRATION PROJECTgraduated
    one grant, 2023 · $206k · revenue +47%
  • TA
    THE AMERICAN INDEPENDENT FOUNDATIONgraduated
    one grant, 2023 · $107k · revenue +218%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Banner -University Medical Group

Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

Health
2
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
3
American Law Institute

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…

Crime & Legal
4
United States Naval Institute

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.

—
5
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
6
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
7
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
8
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
9
Federation of State Medical Boards of the United States Inc

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…

Health
10
The Trustees of Princeton University

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…

Education
11
American Civil Liberties Union of Florida Inc

To promote civil liberties through communication and interaction with and between the citizens and legislators of the state of florida

Civil Rights
12
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
How this is measured
The grantee most central to the portfolio’s shape is Jewish Federation of Palm Beach County Inc; 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.
04the grantee network

26 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
26/26
Grantees still filing
22/26
Grew since first funded

Where the money sits, by cause and then by grantee

B'NAI B'RITH - ANTI DEFAMATION LEAGUE: $735,000 · OtherB'NAI B'RITH - ANTI DEFAMATION LEAGUEWOMEN'S LIFE CYCLE WELLNESS PROGRAM AT BIDMC: $300,000 · OtherWOMEN'S LIFE CYCLE WELLNESS PROGRAM AT BIDMCWASHINGTON INSTITUTE FOR NEAR EAST STUDY: $270,000 · OtherWASHINGTON INSTITUTE FOR NEAR EAST STUDYVOTER REGISTRATION PROJECT: $205,942 · OtherVOTER REGISTRATION PROJECTTHE AMERICAN INDEPENDENT FOUNDATION: $107,448 · OtherTHE AMERICAN INDEPENDENT FOUNDATIONJFCS OF COLLIER COUNTY: $75,000 · OtherGround Game Fund: $99,707 · Other+10 more: $205,000 · Other+10 moreGULFSHORE PLAYHOUSE INC: $250,000 · Arts & CultureGULFSHORE PLAYHOU…The United States Holocaust Memorial Museum: $240,000 · Arts & CultureThe United States…FACING HISTORY & OURSELVES INC: $100,000 · Arts & CultureFACING HISTORY & …MIAMI CITY BALLET INC: $21,000 · Arts & Culture+1 more: $5,000 · Arts & CultureBETH ISRAEL DEACONESS MEDICAL CENTER INC: $250,085 · HealthBETH ISRAEL D…NCH HEALTHCARE SYSTEM INC: $100,000 · HealthNCH HEALTHCAR…DAVID LAWRENCE MENTAL HEALTH CENTER INC: $100,000 · HealthDAVID LAWRENC…Dana-Farber Cancer Institute Inc: $27,000 · HealthDana-Farber C…AMERICAN JEWISH COMMITTEE: $260,000 · Civil RightsAMERICAN …ACCELERATE CHANGE INC: $51,272 · Civil RightsACCELERAT…EQUAL JUSTICE INITIATIVE: $30,000 · Civil RightsEQUAL JUS…WILLIAM J BRENNAN CENTER FOR JUSTICE INC: $180,000 · EducationWORKING AMERICA EDUCATION FUND: $50,144 · EducationSAILFISH POINT FOUNDATION INC: $40,000 · EducationJEWISH FEDERATION OF PALM BEACH COUNTY INC: $125,000 · PhilanthropyHebrew Senior Life Inc: $60,000 · Philanthropy+1 more: $3,000 · PhilanthropyBAKER SENIOR CENTER NAPLES INC: $70,000 · Human ServicesREPRODUCTIVE FREEDOM FOR ALL: $20,000 · Human ServicesHOSPICE FOUNDATION OF PALM BEACH COUNTY: $10,000 · Human Services
Other$1,998,097Arts & Culture$616,000Health$477,085Civil Rights$341,272Education$270,144Philanthropy$188,000Human Services$100,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAMERICAN JEWISH COMMITTEE: $260,000 over 5y, 0.1% of budgetBETH ISRAEL DEACONESS MEDICAL CENTER INC: $250,085 over 1y, 0.0% of budgetGULFSHORE PLAYHOUSE INC: $250,000 over 1y, 1.5% of budgetThe United States Holocaust Memorial Museum: $240,000 over 5y, 0.1% of budgetVOTER REGISTRATION PROJECT: $205,942 over 1y, 0.5% of budgetWILLIAM J BRENNAN CENTER FOR JUSTICE INC: $180,000 over 4y, 0.1% of budgetJEWISH FEDERATION OF PALM BEACH COUNTY INC: $125,000 over 5y, 0.1% of budgetTHE AMERICAN INDEPENDENT FOUNDATION: $107,448 over 1y, 0.6% of budgetNCH HEALTHCARE SYSTEM INC: $100,000 over 2y, 6.0% of budgetFACING HISTORY & OURSELVES INC: $100,000 over 3y, 0.1% of budgetDAVID LAWRENCE MENTAL HEALTH CENTER INC: $100,000 over 2y, 0.1% of budgetGround Game Fund: $99,707 over 1y, 3.4% of budgetBAKER SENIOR CENTER NAPLES INC: $70,000 over 1y, 1.8% of budgetHebrew Senior Life Inc: $60,000 over 3y, 0.1% of budgetACCELERATE CHANGE INC: $51,272 over 1y, 0.9% of budgetWORKING AMERICA EDUCATION FUND: $50,144 over 1y, 0.6% of budgetTHE CONSERVANCY OF SOUTHWEST FLORIDA: $50,000 over 2y, 0.2% of budgetSAILFISH POINT FOUNDATION INC: $40,000 over 4y, 1.9% of budgetSOUTHERN POVERTY LAW CENTER INC: $40,000 over 3y, 0.0% of budgetEQUAL JUSTICE INITIATIVE: $30,000 over 3y, 0.0% of budgetDana-Farber Cancer Institute Inc: $27,000 over 5y, 0.0% of budgetMIAMI CITY BALLET INC: $21,000 over 5y, 0.0% of budgetREPRODUCTIVE FREEDOM FOR ALL: $20,000 over 2y, 0.1% of budgetHOSPICE FOUNDATION OF PALM BEACH COUNTY: $10,000 over 2y, 0.5% of budgetRAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC: $5,000 over 1y, 0.0% of budgetUnited Way of Palm Beach County Inc: $3,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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.

Donor Advised Charita…Fidelity Investments …
Donor Advised Charitable Giving IncCA7.4× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Shirley & Milton Levy Family Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Shirley & Milton Levy Family Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 50%1%3%6%10%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 1%
  • 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
no gov moneyreceives it· size = income
5get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

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.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 38 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Shirley & Milton Levy Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home