Lebovitz Family Charitable Trust

CHATTANOOGA, TN EIN: 62-6247365

The Lebovitz Family Charitable Trust is a private foundation based in Chattanooga, Tennessee, established in 1992. It operates as a 501(c)(3) tax-exempt organization dedicated to supporting charitable causes through grantmaking to public charities, religious organizations, and educational and cultural institutions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.0M

-1.5% YoY

Annual Giving

$394K

-12.2% YoY

Grant Count

-22.2% YoY

Avg Grant Size

$14K

+12.8% YoY

Under IRS private-foundation payout rules, Lebovitz Family Charitable Trust reported a distributable amount of $350K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust's primary purpose is to support charitable organizations, with a particular emphasis on:

Religious organizations
Educational and cultural institutions
Public charities
Jewish community organizations and federations

Grantmaking

No application guidelines are documented in available sources.

How to Apply

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Geographic Focus

Where this funder awards grants

The trust primarily funds organizations in the Chattanooga, Tennessee area and the broader region.

Grant Distribution by State

Tennessee $1.2M (71%)

Louisiana $138K (8%)

Massachusetts $124K (7%)

Georgia $104K (6%)

California $101K (6%)

Texas $15K (1%)

New York $10K (1%)

Pennsylvania $6K (0%)

+6 more states

States

Arizona California Colorado District of Columbia Georgia Illinois Louisiana Massachusetts North Carolina New York Pennsylvania Tennessee Texas Virginia

Cities

AtlantaAustinBostonBoulderChattanoogaChicagoColorado SpringsDunwoodyHenricoMariettaMemphisMiddletonNashvilleNeedhamNeedham HeightsNew YorkNew York CityNewton CenterPasadenaPhiladelphia

Financial History

Multi-year comparison from IRS filings

As of 2024:

Total Assets: $4,979,119
Total Revenues: $361,399
Total Expenses: $436,796
Number of Employees: 0

As of 2023:

Total Assets: $5.05 Million
Total Revenues: $205,000
Total Expenses: $491,000
Total Liabilities: $0

The trust has been tax-exempt since June 1992.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,979,119	$5,054,419	$5,340,892
Revenue	$361,399	$204,791	$219,994
Expenses	$436,796	$490,652	$402,233
Qualifying Distributions	$406,758	$463,873	$365,298
Net Investment Income	$331,361	$178,012	$192,531
Distributable Amount	$350,460	$323,374	$331,121

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

172 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jewish Federation of Greater Chattanooga ($165,000), B'nai Zion Congregation ($138,000), Stand With Us ($33,333).

Recipient	Purpose	Amount
ALD Connect Middleton, MA	To support a public charity	$1,500
Alzheimer's Association - Mid South Chapter Chattanooga, TN	To support a public charity	$500
American Red Cross Disaster Relief Fund Washington, DC	To support a public charity	$1,000
Atlanta Community Food Bank Atlanta, GA	To support a public charity	$1,000
B'nai Zion Congregation Shreveport, LA	To support a public charity	$138,000
Breakthrough T1D New York, NY	To support a public charity	$1,250
Chattanooga Community Kitchen Chattanooga, TN	To support a public charity	$250
Combined Jewish Philanthropies Boston, MA	To provide financial & social services	$2,500
Community Assistance Center Atlanta, GA	To support a public charity	$500
Congregation OR Atid Henrico, VA	To support a religious organization	$1,000

Leadership & Key People

Leadership team and compensation from IRS filings

The trust is governed by seven trustees:

Charles B Lebovitz (Trustee)
Faye L Peterken (Trustee)
Alan Cates (Trustee)
Stephen Lebovitz (Trustee)
Michael Lebovitz (Trustee)
Alan Lebovitz (Trustee)
Beth Lebovitz Backer (Trustee)

All trustees serve without compensation.

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

What does Lebovitz Family Charitable Trust fund?

The trust's primary purpose is to support charitable organizations, with a particular emphasis on: • Religious organizations • Educational and cultural institutions • Public charities • Jewish community organizations and federations

How do I apply for a grant from Lebovitz Family Charitable Trust?

**Grant Activity:** • Made 37 grants in the most recent year • Grant median: $1,000 • Grant maximum: $183,000 • Recent major grants include: • Jewish Community Federation of Greater Chattanooga: $165,000 (2024) • Bnai Zion Congregation: $138,000 (2024) • United Way of Greater Chattanooga: $5,000 (2024) **Application Process:** No application guidelines are documented in available sources.

Where does Lebovitz Family Charitable Trust make grants?

The trust primarily funds organizations in the Chattanooga, Tennessee area and the broader region.

What size grants does Lebovitz Family Charitable Trust award?

In 2024, Lebovitz Family Charitable Trust awarded 28 grants totaling $394K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Lebovitz Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lebovitz Family Charitable Trust reported a distributable amount of $350K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lebovitz Family Charitable Trust's EIN?

Lebovitz Family Charitable Trust's EIN (Employer Identification Number) is 62-6247365. IRS Form 990 filing data is available on this page for 2020–2024.