Barbara Irene Lovenheim Charitable Trust
Barbara Irene Lovenheim Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCHESTER, NY. IRS filing data is available from 2020 through 2021. Net investment income was $23K.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Revenue
$43K
+27.6% YoY
Net Investment Income
$23K
-14.2% YoY
Expenses
$18K
+27.6% YoY
Under IRS private-foundation payout rules, Barbara Irene Lovenheim Charitable Trust reported a distributable amount of $41K for 2021 — the minimum it must pay out in qualifying distributions.
About Barbara Irene Lovenheim Charitable Trust
Based on IRS filings
Barbara Irene Lovenheim Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCHESTER, NY. IRS filing data is available from 2020 through 2021. Net investment income was $23K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $528,869 |
| Revenue | $43,390 | $33,993 |
| Expenses | $18,453 | $14,462 |
| Qualifying Distributions | — | — |
| Net Investment Income | $22,518 | $26,255 |
| Distributable Amount | $40,749 | $34,515 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2021
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2021.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARBARA IRENE LOVENHEIM | TRUSTEE | 32 | — |
| JOHN E LOVENHEIM | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Barbara Irene Lovenheim Charitable Trust?
Barbara Irene Lovenheim Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in ROCHESTER, NY. It holds — in total assets as of 2021.
How much is Barbara Irene Lovenheim Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Barbara Irene Lovenheim Charitable Trust reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Barbara Irene Lovenheim Charitable Trust's EIN?
Barbara Irene Lovenheim Charitable Trust's EIN (Employer Identification Number) is 16-6383849. IRS Form 990 filing data is available on this page for 2020–2021.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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