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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
John F Levy TRUSTEE2020-2024 1 $0 reported 1
Steven Levy TRUSTEE2020-2024 1 $0 reported 1
Shirley Levy (former) TRUSTEE2020-2021 5 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN F LEVY TRUSTEE1 $0-$0 $01
STEVEN LEVY TRUSTEE1 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN F LEVY TRUSTEE1 $0-$0 $01
STEVEN LEVY TRUSTEE1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN F LEVY TRUSTEE1 $0-$0 $01
STEVEN LEVY TRUSTEE1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHIRLEY LEVY TRUSTEE5 $0-$0 $01
JOHN F LEVY TRUSTEE1 $0-$0 $01
STEVEN LEVY TRUSTEE1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHIRLEY LEVY TRUSTEE5 $0-$0 $01
JOHN F LEVY TRUSTEE1 $0-$0 $01
STEVEN LEVY TRUSTEE1 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
1 THE MILTON LEVY REVOCABLE TRUST Organization or other FRAMINGHAM, MA $180,515- Form 990PF Sch. B, 2023 · filing
2021 · 2 contributors · $216K
#ContributorTypeCity, stateTotalNoncashSource
1 SHIRLEY LEVY Person FRAMINGHAM, MA $114,998$114,998 Form 990PF Sch. B, 2021 · filing
2 SHIRLEY LEVY Person FRAMINGHAM, MA $101,094$101,094 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $80K
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$7,687,910$1,406,582 $8,920,650$8,920,650 $5,831,403- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,461,925$1,381,706 $2,639,322$2,639,322 $180,959- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$647,148$494,182 $2,559,103$2,559,103 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$550,597$378,958 $2,406,137$2,406,137 $216,092- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FITES FAMILY CHARITABLE TRUSTFLT20 $8,585,940$2,894,847 TRUSTEE$0 Similar name, revenue within 2x
GOLD FAMILY CHARITABLE TRUSTNYT22 $5,199,396$3,918,312 TRUSTEE$0 Similar name, revenue within 2x
LEWIS FAMILY CHARITABLE TRUSTFLNot reported $2,132,417$1,651,998 TRUSTEE$150,000 Similar name, revenue within 5x
CANNON FAMILY CHARITABLE TRUSTNCT99 $1,778,629$796,566 Co-Trustee$45,223 Similar name, revenue within 5x
HAMILTON FAMILY CHARITABLE TRUSTPAT22 $49,391,868$21,752,732 PRESIDENT$329,352 Similar name, revenue within 10x
SHAFFER FAMILY CHARITABLE TRUSTPANot reported $974,942$700,154 TRUSTEE$0 Similar name, revenue within 10x
THE LEVITIN FAMILY CHARITABLE TRUSTNYT20 $914,582$640,908 Trustee$0 Similar name, revenue within 10x
SNELL FAMILY CHARITABLE TRUSTGAT22 $1,355,754$27,934 TRUSTEE$0 Similar name, revenue within 10x
SIGEL FAMILY CHARITABLE TRUSTNJNot reported $1,099,146$132,636 TRUSTEE$0 Similar name, revenue within 10x
BATEY FAMILY CHARITABLE TRUSTCAT20 $1,014,291$274,469 TRUSTEE$0 Similar name, revenue within 10x
THE LEMOLE FAMILY CHARITABLE TRUSTPAT20 $1,193,272$1,545,026 Trustee$0 Similar name, revenue within 10x
D & R FAMILY CHARITABLE TRUSTART20 $1,142,024$170,083 TRUSTEE$0 Similar name, revenue within 10x
GARVEY FAMILY CHARITABLE TRUSTKSNot reported $960,750$824,177 TRUSTEE$0 Similar name, revenue within 10x
FOOTE FAMILY CHARITABLE TRUSTTXNot reported $1,036,881$758,076 TRUSTEE$121,092 Similar name, revenue within 10x
KIRK FAMILY CHARITABLE TRUSTKSNot reported $948,530$858,428 TRUSTEE$0 Similar name, revenue within 10x
LEVINE FAMILY CHARITABLE TRUSTMANot reported $612$81,135 TRUSTEE$0 Similar name, revenue differs more than 10x, same state
CROWLEY FAMILY CHARITABLE TRUSTMANot reported $49,675$168,203 TRUSTEE$0 Similar name, revenue differs more than 10x, same state
TYE FAMILY CHARITABLE TRUSTMANot reported $501,559$1,303,295 TRUSTEE$0 Similar name, revenue differs more than 10x, same state
STERN FAMILY CHARITABLE TRUSTMAB82 $29,548$89,009 TRUSTEE$0 Similar name, revenue differs more than 10x, same state
IVES FAMILY CHARITABLE TRUSTMANot reported $450,934$384,142 TRUSTEE$9,533 Similar name, revenue differs more than 10x, same state
SHERBROOKE FAMILY CHARITABLE TRUSTMANot reported $192,208$183,392 TRUSTEE$0 Similar name, revenue differs more than 10x, same state
SIGNORE FAMILY CHARITABLE TRUSTMAT22 $15,691$5,000 TRUSTEE$0 Similar name, revenue differs more than 10x, same state
PONN FAMILY CHARITABLE TRUSTMANot reported $7,496$19,039 TRUSTEE$0 Similar name, revenue differs more than 10x, same state
FOLEY FAMILY CHARITABLE TRUSTKSNot reported $5,179$1,505 TRUSTEE$0 Similar name, revenue differs more than 10x
LANGLEY FAMILY CHARITABLE TRUSTCONot 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SVF FOUNDATION Private foundation$8,952,9111 12022–2022 HAMILTON FAMILY CHARITABLE TRUST
KERN COMMUNITY FOUNDATION DAF sponsor$78,5001 12024–2024 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
LineAs describedTotalShare
Contributions, gifts, grants paid $1,395,000 99.2%
Taxes $6,602 0.5%
Fees: accounting $4,980 0.4%
Total$1,406,582100%

View the filing

2023 · Form 990PF · $1,381,706 spent · pay $0 · grants $1,364,598 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,364,598 98.8%
Taxes $12,708 0.9%
Fees: accounting $4,400 0.3%
Total$1,381,706100%

View the filing

2022 · Form 990PF · $494,182 spent · pay $0 · grants $480,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $480,000 97.1%
Taxes $11,382 2.3%
Fees: accounting $2,800 0.6%
Total$494,182100%

View the filing

2021 · Form 990PF · $378,958 spent · pay $0 · grants $374,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $374,000 98.7%
Fees: accounting $3,100 0.8%
Taxes $1,858 0.5%
Total$378,958100%

View the filing

2020 · Form 990PF · $393,625 spent · pay $0 · grants $377,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $377,000 95.8%
Taxes $15,125 3.8%
Fees: accounting $1,500 0.4%
Total$393,625100%

View the filing

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