Lebovitz Family Charitable Trust

Private foundation · Grantmaker Chattanooga, TN EIN: 62-6247365

The Lebovitz Family Charitable Trust is a private foundation based in Chattanooga, Tennessee. It makes grants to charitable organizations, including religious organizations, educational organizations, and community-serving charities.

Key facts about Lebovitz Family Charitable Trust

In short: Lebovitz Family Charitable Trust gave $244K across 26 grants in 2025 (avg $9K), mostly in Tennessee. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
62-6247365
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$243,850
Grants made (2025)
26
Average grant
$9,379
Median grant
$1,000
New grantees (estimate)
15% first-time grantees (4 of 26, 2025)
Total assets
$5,199,886
Primary geography
Tennessee (91% of itemized 2025 grant dollars)
How to apply
The trust states that it does not restrict giving to preselected organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.2M

+4.4% YoY

Annual Giving

$244K

-38.2% YoY

Grant Count

26

-7.1% YoY

Avg Grant Size

$9K

-33.4% YoY

Under IRS private-foundation payout rules, Lebovitz Family Charitable Trust reported a distributable amount of $373K for 2025 — the minimum it must pay out in qualifying distributions.

Is Lebovitz Family Charitable Trust open to new grantees?

15%

first-time grantees, 2025

In 2025, 4 of 26 grantees (15%) were first-time recipients. First grants averaged $2K; repeat grants $11K. How we count

Medians: $2K first-time, $1K repeat.

  • 73% of 2025 grantees were also funded in 2024. Method
  • Giving fell 31% from 2022 to 2025. Method
  • In 2025 it paid out 69% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

No mission statement for the trust is provided. Its 2025 grants included support for the Jewish Federation of Greater Chattanooga, B’nai Zion Congregation, Facing History and Ourselves, and United Way of Greater Chattanooga.

The grantees’ own descriptions illustrate the range of work represented among recipients: United Way of Greater Chattanooga describes its mission as uniting people and resources to build a stronger, healthier community; Atlanta Community Food Bank describes its work as engaging, educating, and empowering the community to fight hunger; and Breakthrough T1D says it works to accelerate breakthroughs to cure, prevent, and treat type 1 diabetes and its complications.

Grantmaking

In 2025, the trust made 26 grants totaling $243,850. Grant amounts ranged from $200 to $154,100, with a median of $1,000. The largest grants included $154,100 to Jewish Federation of Greater Chattanooga to support its annual campaign; $40,500 to Facing History and Ourselves to support expansion in Hamilton County, Tennessee; and $16,750 to B’nai Zion Congregation to support a public charity. Other grants included $7,500 to United Way of Greater Chattanooga and $2,500 each to Combined Jewish Philanthropies, Pan-Mass Challenge, Breakthrough T1D, and Tocqueville Society of United Way Worldwide.

How to Apply

The trust states that it does not restrict giving to preselected organizations. A letter outlining the need for funds should be submitted to Charles B. Lebovitz. Restrictions on awards: N/A.

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Geographic Focus

Where this funder awards grants

In 2025, Tennessee recipients accounted for 91% of grant dollars. The other listed recipient-state shares were Massachusetts (3%), Georgia (2%), Virginia (1%), and New York (1%).

Grant Distribution by State

14states

Share of 2025 grant dollars across all 26 itemized grants.

Cities

ChattanoogaAtlantaNew YorkBostonMariettaMemphisWashingtonHenricoMiddletonPhiladelphiaWalthamNashvilleNeedhamAustinChicagoNewton CenterPasadenaDunwoodyRaleighAlexandria

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K35 grants2020 36 grants2021 37 grants2022 36 grants2023 28 grants2024 26 grants2025

From 2020 to 2025, annual grant giving ranged from $244K (2025) to $449K (2023). In 2025 it made 26 grants totaling $244K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Jewish Federation of Greater Chattanooga: $154KJewish Federation of GreaterChattanooga$154KFacing History and Ourselves: $41KFacing History and Ourselves$41KB'nai Zion Congregation: $17KB'nai Zion Congregation$17KUnited Way of Greater Chattanooga: $8KUnited Way of GreaterChattanooga$8KBayit Brigade America: $3KBayit Brigade America$3KCombined Jewish Philanthropies: $3KCombined Jewish Philanthropies$3KPan-Mass Challenge: $3KPan-Mass Challenge$3KBreakthrough T1D: $3KBreakthrough T1D$3KTocqueville Society of United Way Worldwide: $3KTocqueville Society of UnitedWay Worldwide$3KAtlanta Community Food Bank: $2KAtlanta Community Food Bank$2K

The largest 2025 recipient was Jewish Federation of Greater Chattanooga ($154K). Together the top 10 received $233K.

Grant Size Distribution

163 grants across all recorded years

154<$50K2$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 154 grants of 163 (94%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Federation of Greater Chattanooga Chattanooga, TNTo Support Annual Campaign$154,100
Facing History and Ourselves Memphis, TNTo support the expansion of facing history in Hamilton county, Tennessee$40,500
B'nai Zion Congregation Chattanooga, TNTo Support a Public Charity$16,750
United Way of Greater Chattanooga Chattanooga, TNTo Support a Public Charity$7,500
Bayit Brigade America Chicago, ILTo Support a Public Charity.$2,750
Combined Jewish Philanthropies Boston, MATo Provide Financial & Social Services$2,500
Pan-Mass Challenge Needham, MATo Support a Public Charity$2,500
Breakthrough T1D New York, NYTo Support a Public Charity.$2,500
Tocqueville Society of United Way Worldwide Alexandria, VATo Support a Public Charity.$2,500
Atlanta Community Food Bank Atlanta, GATo Support a Public Charity$1,500

Financial History

Multi-year comparison from IRS filings

Filing year Grants Grant total
2025 26 $243,850
2024 28 $394,333
2023 36 $449,333
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,199,886$4,979,119$5,054,419
Revenue$520,185$361,399$204,791
Expenses$299,799$436,796$490,652
Qualifying Distributions$256,075$406,758$463,873
Net Investment Income$482,872$331,361$178,012
Distributable Amount$373,293$350,460$323,374

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 19, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 27, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Charles B. Lebovitz, Faye L. Peterken, Alan Cates, Stephen Lebovitz, Michael Lebovitz, Alan Lebovitz, and Beth Lebovitz Backer as trustees.

Lebovitz Family Charitable Trust's 2025 filing lists 7 officers; none of the 7 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Alan Cates

    Trustee

    On filings since 2020

    No compensation reported

  • Alan Lebovitz

    Trustee

    On filings since 2020

    No compensation reported

  • Beth Lebovitz Backer

    Trustee

    On filings since 2020

    No compensation reported

  • Charles B. Lebovitz

    Trustee

    On filings since 2020

    No compensation reported

  • Faye L. Peterken

    Trustee

    On filings since 2020

    No compensation reported

  • Michael Lebovitz

    Trustee

    On filings since 2020

    No compensation reported

  • Stephen Lebovitz

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Charles B Lebovitz
Mailing address: 2030 Hamilton Place Blvd, Chattanooga, TN 37421
Phone: (423) 855-0001

Frequently asked questions about Lebovitz Family Charitable Trust

How much does Lebovitz Family Charitable Trust give each year?

Lebovitz Family Charitable Trust gave $244K across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $394K across 28 grants.

What is Lebovitz Family Charitable Trust's typical grant size?

Lebovitz Family Charitable Trust's median grant in 2025 was $1,000, and its average grant was $9,379, across 26 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lebovitz Family Charitable Trust that year got $2K on average.

Where does Lebovitz Family Charitable Trust give grants?

Lebovitz Family Charitable Trust gives mostly in Tennessee: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Chattanooga, TN (6 grants), Atlanta, GA (6 grants), New York, NY (2 grants) and Boston, MA (2 grants).

Does Lebovitz Family Charitable Trust give general operating support?

Not in 2025: none of the 26 grants with a stated purpose on Lebovitz Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support a Public Charity" (15 grants).

Who are Lebovitz Family Charitable Trust's largest grantees?

Lebovitz Family Charitable Trust's largest 2025 grantees include Jewish Federation of Greater Chattanooga ($154,100), Facing History and Ourselves ($40,500) and B'nai Zion Congregation ($16,750), according to its 2025 IRS Form 990-PF. Together they received 87% of its itemized 2025 grant dollars.

How large is Lebovitz Family Charitable Trust?

Lebovitz Family Charitable Trust reported $5.2M in total assets on its 2025 IRS Form 990-PF. It paid out $256K in qualifying distributions that year, against a required minimum of $373K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Lebovitz Family Charitable Trust fund?

No mission statement for the trust is provided. Its 2025 grants included support for the Jewish Federation of Greater Chattanooga, B’nai Zion Congregation, Facing History and Ourselves, and United Way of Greater Chattanooga. See mission & focus areas ↑

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

The trust states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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