SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST
Cite this
Plain text SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/shirley-and-milton-levy-family-charitable-trust-226480716. Retrieved 2026-10-28.
APA furp.org. (n.d.). SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 28, 2026, from https://furp.org/org/shirley-and-milton-levy-family-charitable-trust-226480716
MLA “SHIRLEY & MILTON LEVY FAMILY CHARITABLE TRUST.” furp.org, tax years 2020–2024, https://furp.org/org/shirley-and-milton-levy-family-charitable-trust-226480716. Accessed 28 Oct. 2026.
Retrieved 2026-10-28; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $7.7M · expenses $1.4M · assets $8.9M
- Also known as
- CHARITABLE TRUST
- EIN
- 22-6480716
- Address
- PO BOX 9175, FRAMINGHAM, MA 01701-9175
- NTEE code
- -
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (association)
- Ruling date
- -
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 3 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| John F Levy | TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Steven Levy | TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Shirley Levy (former) | TRUSTEE | 2020-2021 | 5 | $0 reported | 1 |
People by year
2024 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN F LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| STEVEN LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN F LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| STEVEN LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN F LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| STEVEN LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHIRLEY LEVY | TRUSTEE | 5 | $0 | - | $0 | $0 | 1 |
| JOHN F LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| STEVEN LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHIRLEY LEVY | TRUSTEE | 5 | $0 | - | $0 | $0 | 1 |
| JOHN F LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| STEVEN LEVY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 13 grants to organizations · $1.4M
2023 · 19 grants to organizations · $1.4M
2022 · 16 grants to organizations · $480K
2021 · 23 grants to organizations · $374K
2020 · 27 grants to organizations · $377K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 1 contributor · $5.8M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | SHIRLEY AND MILTON LEVY CHARITABLE REMAINDER UNITRUST | Organization or other | FRAMINGHAM, MA | $5,831,403 | $5,831,403 | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $181K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE MILTON LEVY REVOCABLE TRUST | Organization or other | FRAMINGHAM, MA | $180,515 | - | Form 990PF Sch. B, 2023 · filing |
2021 · 2 contributors · $216K
2020 · 1 contributor · $80K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | SHIRLEY LEVY | Person | FRAMINGHAM, MA | $79,536 | $79,536 | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $7,687,910 | $1,406,582 | $8,920,650 | $8,920,650 | $5,831,403 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $1,461,925 | $1,381,706 | $2,639,322 | $2,639,322 | $180,959 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $647,148 | $494,182 | $2,559,103 | $2,559,103 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $550,597 | $378,958 | $2,406,137 | $2,406,137 | $216,092 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $478,205 | $393,625 | $2,234,498 | $2,234,498 | $79,536 | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (90)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| FITES FAMILY CHARITABLE TRUST | FL | T20 | $8,585,940 | $2,894,847 | TRUSTEE | $0 | Similar name, revenue within 2x |
| GOLD FAMILY CHARITABLE TRUST | NY | T22 | $5,199,396 | $3,918,312 | TRUSTEE | $0 | Similar name, revenue within 2x |
| LEWIS FAMILY CHARITABLE TRUST | FL | Not reported | $2,132,417 | $1,651,998 | TRUSTEE | $150,000 | Similar name, revenue within 5x |
| CANNON FAMILY CHARITABLE TRUST | NC | T99 | $1,778,629 | $796,566 | Co-Trustee | $45,223 | Similar name, revenue within 5x |
| HAMILTON FAMILY CHARITABLE TRUST | PA | T22 | $49,391,868 | $21,752,732 | PRESIDENT | $329,352 | Similar name, revenue within 10x |
| SHAFFER FAMILY CHARITABLE TRUST | PA | Not reported | $974,942 | $700,154 | TRUSTEE | $0 | Similar name, revenue within 10x |
| THE LEVITIN FAMILY CHARITABLE TRUST | NY | T20 | $914,582 | $640,908 | Trustee | $0 | Similar name, revenue within 10x |
| SNELL FAMILY CHARITABLE TRUST | GA | T22 | $1,355,754 | $27,934 | TRUSTEE | $0 | Similar name, revenue within 10x |
| SIGEL FAMILY CHARITABLE TRUST | NJ | Not reported | $1,099,146 | $132,636 | TRUSTEE | $0 | Similar name, revenue within 10x |
| BATEY FAMILY CHARITABLE TRUST | CA | T20 | $1,014,291 | $274,469 | TRUSTEE | $0 | Similar name, revenue within 10x |
| THE LEMOLE FAMILY CHARITABLE TRUST | PA | T20 | $1,193,272 | $1,545,026 | Trustee | $0 | Similar name, revenue within 10x |
| D & R FAMILY CHARITABLE TRUST | AR | T20 | $1,142,024 | $170,083 | TRUSTEE | $0 | Similar name, revenue within 10x |
| GARVEY FAMILY CHARITABLE TRUST | KS | Not reported | $960,750 | $824,177 | TRUSTEE | $0 | Similar name, revenue within 10x |
| FOOTE FAMILY CHARITABLE TRUST | TX | Not reported | $1,036,881 | $758,076 | TRUSTEE | $121,092 | Similar name, revenue within 10x |
| KIRK FAMILY CHARITABLE TRUST | KS | Not reported | $948,530 | $858,428 | TRUSTEE | $0 | Similar name, revenue within 10x |
| LEVINE FAMILY CHARITABLE TRUST | MA | Not reported | $612 | $81,135 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, same state |
| CROWLEY FAMILY CHARITABLE TRUST | MA | Not reported | $49,675 | $168,203 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, same state |
| TYE FAMILY CHARITABLE TRUST | MA | Not reported | $501,559 | $1,303,295 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, same state |
| STERN FAMILY CHARITABLE TRUST | MA | B82 | $29,548 | $89,009 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, same state |
| IVES FAMILY CHARITABLE TRUST | MA | Not reported | $450,934 | $384,142 | TRUSTEE | $9,533 | Similar name, revenue differs more than 10x, same state |
| SHERBROOKE FAMILY CHARITABLE TRUST | MA | Not reported | $192,208 | $183,392 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, same state |
| SIGNORE FAMILY CHARITABLE TRUST | MA | T22 | $15,691 | $5,000 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, same state |
| PONN FAMILY CHARITABLE TRUST | MA | Not reported | $7,496 | $19,039 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, same state |
| FOLEY FAMILY CHARITABLE TRUST | KS | Not reported | $5,179 | $1,505 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| LANGLEY FAMILY CHARITABLE TRUST | CO | Not reported | $3,450 | $2,020 | PRESIDENT | $0 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 90 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| SVF FOUNDATION | Private foundation | $8,952,911 | 1 | 1 | 2022–2022 | HAMILTON FAMILY CHARITABLE TRUST |
| KERN COMMUNITY FOUNDATION | DAF sponsor | $78,500 | 1 | 1 | 2024–2024 | BATEY FAMILY CHARITABLE TRUST |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $1,406,582 spent · pay $0 · grants $1,395,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,395,000 | 99.2% | |
| Taxes | $6,602 | 0.5% | |
| Fees: accounting | $4,980 | 0.4% | |
| Total | $1,406,582 | 100% |
2023 · Form 990PF · $1,381,706 spent · pay $0 · grants $1,364,598 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,364,598 | 98.8% | |
| Taxes | $12,708 | 0.9% | |
| Fees: accounting | $4,400 | 0.3% | |
| Total | $1,381,706 | 100% |
2022 · Form 990PF · $494,182 spent · pay $0 · grants $480,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $480,000 | 97.1% | |
| Taxes | $11,382 | 2.3% | |
| Fees: accounting | $2,800 | 0.6% | |
| Total | $494,182 | 100% |
2021 · Form 990PF · $378,958 spent · pay $0 · grants $374,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $374,000 | 98.7% | |
| Fees: accounting | $3,100 | 0.8% | |
| Taxes | $1,858 | 0.5% | |
| Total | $378,958 | 100% |
2020 · Form 990PF · $393,625 spent · pay $0 · grants $377,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $377,000 | 95.8% | |
| Taxes | $15,125 | 3.8% | |
| Fees: accounting | $1,500 | 0.4% | |
| Total | $393,625 | 100% |
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