Lebovitz Family Charitable Trust
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.
Lebovitz Family Charitable Trust at a glance
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.
- Annual giving (2025)
- $243,850
- -38.2% vs 2024
- Grants made (2025)
- 26
- -7.1% vs 2024
- Average grant
- $9,379
- -33.4% vs 2024
- Median grant
- $1,000
- Total assets
- $5,199,886
- +4.4% vs 2024
- New grantees (estimate)
- 15% first-time grantees (4 of 26, 2025)
- Primary geography
- Tennessee (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Lebovitz Family Charitable Trust
- 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.
- Contact
Application contact: Charles B Lebovitz
Mailing address: 2030 Hamilton Place Blvd, Chattanooga, TN 37421
Phone: (423) 855-0001
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lebovitz Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
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
The most common grant size was under $50K: 154 grants of 163 (94%).
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
Share of 2025 grant dollars across all 26 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $244K (2025) to $449K (2023). In 2025 it made 26 grants totaling $244K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Greater Chattanooga Chattanooga, TN | To Support Annual Campaign | $154,100 |
| Facing History and Ourselves Memphis, TN | To support the expansion of facing history in Hamilton county, Tennessee | $40,500 |
| B'nai Zion Congregation Chattanooga, TN | To Support a Public Charity | $16,750 |
| United Way of Greater Chattanooga Chattanooga, TN | To Support a Public Charity | $7,500 |
| Bayit Brigade America Chicago, IL | To Support a Public Charity. | $2,750 |
| Combined Jewish Philanthropies Boston, MA | To Provide Financial & Social Services | $2,500 |
| Pan-Mass Challenge Needham, MA | To Support a Public Charity | $2,500 |
| Breakthrough T1D New York, NY | To Support a Public Charity. | $2,500 |
| Tocqueville Society of United Way Worldwide Alexandria, VA | To Support a Public Charity. | $2,500 |
| Atlanta Community Food Bank Atlanta, GA | To Support a Public Charity | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,199,886 | $520,185 | $299,799 | $243,850 | 26 | $256,075 | $482,872 | $373,293 |
| 2024 | $4,979,119 | $361,399 | $436,796 | $394,333 | 28 | $406,758 | $331,361 | $350,460 |
| 2023 | $5,054,419 | $204,791 | $490,652 | $449,333 | 36 | $463,873 | $178,012 | $323,374 |
| 2022 | $5,340,892 | $219,994 | $402,233 | $353,333 | 37 | $365,298 | $192,531 | $331,121 |
| 2021 | $5,531,195 | $478,439 | $347,299 | $306,750 | 36 | $318,646 | $476,553 | $359,712 |
| 2020 | $5,397,018 | $-23,887 | $297,284 | $258,000 | 35 | — | $122,122 | $320,873 |
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.
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.
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.
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 27, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
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Cite this profile
Grantable. (2026). Lebovitz Family Charitable Trust funder profile. GrantGraph. Retrieved October 25, 2026, from https://grantable.co/funders/lebovitz-family-charitable-trust-morg_5713473e383c407a9ad976c095afd352
BibTeX
@misc{grantable_626247365_2026,
author = {{Grantable}},
title = {{Lebovitz Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lebovitz-family-charitable-trust-morg_5713473e383c407a9ad976c095afd352},
note = {Accessed 2026-10-25. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lebovitz Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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