Lovell Charitable Foundation
Lovell Charitable Foundation is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 4 grants totaling $136K. Net investment income was $135K.
Lovell Charitable Foundation at a glance
In short: Lovell Charitable Foundation gave $136K across 4 grants in 2025 (avg $34K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $135,922
- +2.4% vs 2024
- Grants made (2025)
- 4
- -50.0% vs 2024
- Average grant
- $33,981
- +104.7% vs 2024
- Median grant
- $30,375
- Total assets
- $2,169,587
- -0.2% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lovell Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Salt Pond Areas Bird Sanctuaries ($60K). Together the top 4 received $136K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 18 grants of 23 (78%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Lovell Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $125K (2023) to $150K (2022). In 2025 it made 4 grants totaling $136K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salt Pond Areas Bird Sanctuaries West Falmouth, MA | Support of Daily Operations | $60,000 |
| Falmouth Historical Society Falmouth, MA | Support of Daily Operations | $35,750 |
| Cape Cod Theatre Project Falmouth, MA | Support of Daily Operations | $25,000 |
| Falmouth Education Foundation Inc Falmouth, MA | Support of Daily Operations | $15,172 |
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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 | $2,169,587 | $214,709 | $222,706 | $135,922 | 4 | $140,493 | $134,830 | $132,771 |
| 2024 | $2,173,123 | $187,677 | $219,969 | $132,800 | 8 | $137,459 | $104,557 | $134,133 |
| 2023 | $2,203,353 | $126,073 | $222,793 | $125,000 | 4 | $131,102 | $33,747 | $133,263 |
| 2022 | $2,311,516 | $87,643 | $208,840 | $150,206 | 3 | $152,163 | $30,689 | $127,408 |
| 2021 | $2,426,633 | $192,158 | $237,064 | $143,647 | 4 | $147,850 | $107,675 | $146,261 |
| 2020 | $2,471,657 | $296,470 | $222,762 | $143,096 | 5 | — | $240,718 | $115,481 |
| 2019 | $2,399,109 | $140,358 | $212,565 | $129,934 | 4 | — | $82,461 | $135,639 |
Under IRS private-foundation payout rules, Lovell Charitable Foundation reported a distributable amount of $133K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lovell Charitable Foundation is led by Barrie Murray, Co Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Barrie Murray
Co Trustee
On filings since 2019
1 hr/week
$21K (2019) → $28K (2025)
Former officers (2)
- Former: Comerica Bank (2019–2022) — Co Trustee
- Former: James Sughrue (2019–2021) — Co Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $28K, to Barrie Murray (Co Trustee).
Frequently asked questions about Lovell Charitable Foundation
How much does Lovell Charitable Foundation give each year?
Lovell Charitable Foundation gave $136K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $133K across 8 grants.
What is Lovell Charitable Foundation's typical grant size?
Lovell Charitable Foundation's median grant in 2025 was $30,375, and its average grant was $33,981, across 4 grants on its 2025 IRS Form 990-PF.
Where does Lovell Charitable Foundation give grants?
Lovell Charitable Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Falmouth, MA (3 grants).
Does Lovell Charitable Foundation give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Lovell Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of Daily Operations" (4 grants).
How large is Lovell Charitable Foundation?
Lovell Charitable Foundation reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $140K in qualifying distributions that year, against a required minimum of $133K (roughly 5% of its investment assets).
What is Lovell Charitable Foundation's EIN?
Lovell Charitable Foundation's EIN (Employer Identification Number) is 04-3555494. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 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 November 4, 2024)
Live grants for the work Lovell Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Lovell Charitable Foundation's focus areas in our free grants database
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