The Massachusetts State Capitol

Form 990-PFTax year 2025EIN 04-6860665

Levy Charitable Foundation

A private foundation in Wellesley, MA. Its return for tax year 2025 lists 5 grants and $39,000 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $39,000

    Grants listed
    5
    Assets, end of year
    $255,066
  • Tax year 2024

    $18,000

    Grants listed
    2
    Assets, end of year
    $266,810
  • Tax year 2023

    $42,000

    Grants listed
    2
    Assets, end of year
    $249,506
  • Tax year 2022

    $20,000

    Grants listed
    2
    Assets, end of year
    $261,667
  • Tax year 2021

    $18,000

    Grants listed
    4
    Assets, end of year
    $252,252
  • Tax year 2020

    $20,000

    Grants listed
    4
    Assets, end of year
    $249,795
  • Tax year 2019

    $20,000

    Grants listed
    5
    Assets, end of year
    $245,414
  • Tax year 2018

    $18,500

    Grants listed
    2
    Assets, end of year
    $235,241

Grants paid in 2025

5 grants, largest first

As listed on the return.

  1. Combined Jewish PhilanthropiesBoston, MA

    To further entity's exempt purpose

    $17,000
  2. The Tenacre SchoolWellesley, MA

    To further entity's exempt purpose

    $10,000
  3. Fessenden SchoolWest Newton, MA

    To further entity's exempt purpose

    $10,000
  4. Mass Eye & EarBoston, MA

    To further entity's exempt purpose

    $1,000
  5. PMC Jimmy FundBrookline, MA

    To further entity's exempt purpose

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $10,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts5 grants $39,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Geoffrey W LevyTRUSTEE Hours 1Pay $0
  • Roberta Morse LevyTRUSTEE Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Ding Foundation IncWellesley, MA 4 grants Accepts applications $39,109 giving
  2. Dowdall Family Charitable TrustWellesley, MA 15 grants Preselected only $35,355 giving
  3. The Jerome A Schiff Charitable TrustWellesley, MA 2 grants Accepts applications $62,000 giving
  4. Zabriskie Family Foundation IncWellesley, MA 15 grants Accepts applications $10,794 giving
  5. Ziyao Liu Charitable TrustWellesley, MA 7 grants Preselected only $10,586 giving