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

28

-22.2% YoY

Avg Grant Size

$14K

+12.8% YoY

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

14states
+6 more states

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
$0$135K$270K$405K$540K20202021202220232024
Metric202420232022
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

$0$112K$225K$337K$449K35 grants202036 grants202137 grants202236 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Jewish Federation of Gre…$165KB'nai Zion Congregation$138KStand With Us$33KFacing History Ourselves$31KUnited Way of Greater Ch…$5KCombined Jewish Philanth…$3KPan-Mass Challenge$3KALD Connect$2KJewish Family and Career…$2KJewish Federation of Gre…$2K

Grant Size Distribution

172 grants across all recorded years

163<$50K2$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

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.

Related Funders

Similar funders by location and focus area

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

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