Lebzelter C J FBO Charities-Tr
Lebzelter C J FBO Charities-Tr is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $123K in total assets. In 2025, it made $1K in qualifying distributions. Net investment income was $7K.
Lebzelter C J FBO Charities-Tr at a glance
- Total assets
- $123,222
- +5.3% vs 2024
- Revenue (2025)
- $8,850
- +15.6% vs 2024
- Qualifying distributions (2025)
- $1,013
- -85.9% vs 2024
- Expenses (2025)
- $2,683
- -68.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lebzelter C J FBO Charities-Tr funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Lebzelter C J FBO Charities-Tr gives
- Giving held roughly steady from 2021 to 2024 (−1%). Method
- In 2025 it paid out 15% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6K (2023) to $7K (2022). In 2024 it made 1 grant totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Heart Association Inc Dallas, TX | General Operating | $6,255 |
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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 | $123,222 | $8,850 | $2,683 | — | — | $1,013 | $7,330 | $6,844 |
| 2024 | $117,051 | $7,655 | $8,601 | $6,255 | 1 | $7,193 | $6,154 | $6,533 |
| 2023 | $117,999 | $2,790 | $7,774 | $5,624 | 1 | $6,423 | $1,592 | $6,047 |
| 2022 | $122,998 | $11,126 | $9,474 | $7,200 | 1 | $8,033 | $9,876 | $6,225 |
| 2021 | $121,359 | $10,335 | $8,810 | $6,340 | 1 | $7,328 | $8,813 | $7,079 |
| 2020 | $119,833 | $5,292 | $8,167 | $5,830 | 1 | — | $3,997 | $6,093 |
Under IRS private-foundation payout rules, Lebzelter C J FBO Charities-Tr reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lebzelter C J FBO Charities-Tr's only listed officer is BNY Mellon N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $3K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to BNY Mellon N a (Trustee).
Frequently asked questions about Lebzelter C J FBO Charities-Tr
How large is Lebzelter C J FBO Charities-Tr?
Lebzelter C J FBO Charities-Tr reported $123K in total assets on its 2025 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $7K (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.
Where does Lebzelter C J FBO Charities-Tr operate?
Lebzelter C J FBO Charities-Tr has awarded grants in Pennsylvania, Texas.
What is Lebzelter C J FBO Charities-Tr's EIN?
Lebzelter C J FBO Charities-Tr's EIN (Employer Identification Number) is 23-6241508. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Lebzelter C J FBO Charities-Tr'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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