Levy Foundation Ltd | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Levy Foundation Ltd. Data shown is extracted from Form 990-PF filings.

EIN: 23-7026533

Foundation Overview

Based in Cedarburg, WI, Levy Foundation Ltd has awarded 14 grants totaling $89,072 to organizations in Wisconsin. Individual grants range from $250 to $25,000, with a median award of $3,286.

Latest Tax Year
2018
Total Giving (all years)
$89,072
Total Assets
$0
Median Grant (all grants)
$3,286

Latest Form 990-PF Snapshot

Total Grants
7
Median Grant
$1,572
% Median Grant Decline
-69% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2019

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Emerging Foundation: 29%

2 of 7 recipients (29%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.

Geographic Focus
Wisconsin

100% of all grants are concentrated in Wisconsin, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Wisconsin, funding concentrates in Milwaukee (64%), Cedarburg (14%), Mequon (7%).

Funding Trajectory
-23%

Declining funding trend with 23% decrease over 1 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Healthcare + 3 others

Diversified giving across multiple program areas with primary emphasis on healthcare (25%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Levy Foundation Ltd's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Marquette University $5,000 Milwaukee, WI, US Education 2018
Milwaukee Jewish Federation $25,000 Milwaukee, WI, US Religion 2018
Mequon Jewish Preschool $1,572 Mequon, WI, US Education 2018
Afs Foundation Of Greater Milwaukee $250 Milwaukee, WI, US Education 2018
Jewish National Fund $1,000 Milwaukee, WI, US Religious 2018
Cedarburg Landmark Preservation Soc $5,000 Cedarburg, WI, US Education 2018
Riveredge Nature Center $1,000 Newburg, WI, US Education 2018
Marquette University $8,000 Milwaukee, WI, US Education 2017
Columbia St Mary's Foundation $10,000 Milwaukee, WI, US Medical 2017
Milwaukee Jewish Federation $25,000 Milwaukee, WI, US Religion 2017
Afs Foundation Of Greater Milwaukee $250 Milwaukee, WI, US Education 2017
Jewish National Fund $1,000 Milwaukee, WI, US Religious 2017
Cedarburg Landmark Preservation Soc $5,000 Cedarburg, WI, US Education 2017
Ozaukee Washington Land Trust $1,000 West Bend, WI, US Education 2017

Foundations Similar to Levy Foundation Ltd

Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 84-6795830 | 2 grants awarded
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EIN: 39-1841012 | 1 grants awarded
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$2,000
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EIN: 88-3557638 | 2 grants awarded
$0
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$2,025
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Waukesha, WI
Same state
100%
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EIN: 86-1339731 | 2 grants awarded
$0
(≈ Similar)
$4,766
median grant
Algoma, WI
Same state
100%
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EIN: 82-4533750 | 1 grants awarded
$0
(≈ Similar)
$3,000
median grant
Two Rivers, WI
Same state
100%
Excellent match

Contact Information

Official contact details for Levy Foundation Ltd as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 23-7026533
Website N/A
Address PO BOX 127 Cedarburg, WI 53012

Key People (2)

Board members, trustees, and key staff who oversee Levy Foundation Ltd's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Director Donald Levy
Director H Ben Levy

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Levy Foundation Ltd is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2019 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.