The Lowenberg Charitable Trust

VERO BEACH, FL EIN: 58-6202711

The Lowenberg Charitable Trust is a private foundation, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9K in total assets. In 2024, it awarded 1 grants totaling $811. Net investment income was $31.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9K

-46.9% YoY

Annual Giving

$811

Grant Count

1

Avg Grant Size

$811

Under IRS private-foundation payout rules, The Lowenberg Charitable Trust reported a distributable amount of $357 for 2024 — the minimum it must pay out in qualifying distributions.

About The Lowenberg Charitable Trust

Based on IRS filings

The Lowenberg Charitable Trust is a private foundation, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9K in total assets. In 2024, it awarded 1 grants totaling $811. Net investment income was $31.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Vero Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$223.025$446.05$669.075$892.120202021202220232024
Metric202420232022
Total Assets$8,788$16,538$16,538
Revenue$31
Expenses$811
Qualifying Distributions$811
Net Investment Income$31
Distributable Amount$357$413$398

Giving Over Time

Total grant dollars and number of grants per year

$0$202.75$405.5$608.25$8110 grants20200 grants20210 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SAINT EDWARDS FUND$811

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Saint Edwards Fund ($811).

RecipientPurposeAmount
SAINT EDWARDS FUND VERO BEACH, FLGENERAL$811

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN D LOWENBERGTRUSTEE/DIS

Frequently Asked Questions

How large is The Lowenberg Charitable Trust?

As of 2024, The Lowenberg Charitable Trust holds $9K in total assets with $31 in annual revenue. It awarded 1 grants totaling $811 in 2024.

Where does The Lowenberg Charitable Trust operate?

The Lowenberg Charitable Trust has awarded grants in Florida.

What size grants does The Lowenberg Charitable Trust award?

In 2024, The Lowenberg Charitable Trust awarded 1 grants totaling $811 — an average of about $811 per grant, based on its IRS Form 990 filings.

How much is The Lowenberg Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lowenberg Charitable Trust reported a distributable amount of $357 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Lowenberg Charitable Trust's EIN?

The Lowenberg Charitable Trust's EIN (Employer Identification Number) is 58-6202711. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The Lowenberg Charitable Trust's focus areas in our free grants database

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

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