The Lowenberg Charitable Trust
The Lowenberg Charitable Trust is a private foundation, based in Vero Beach, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $9K in total assets.
The Lowenberg Charitable Trust at a glance
- Total assets
- $8,759
- -0.3% vs 2024
- Revenue (2025)
- $-29
- -193.5% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Lowenberg Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How The Lowenberg Charitable Trust gives
- In 2024 it paid out 227% 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
In 2024 it made 1 grant totaling $811.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Saint Edwards Fund Vero Beach, FL | General | $811 |
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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 | $8,759 | $-29 | — | — | — | — | — | $270 |
| 2024 | $8,788 | $31 | $811 | $811 | 1 | $811 | $31 | $357 |
| 2023 | $16,538 | — | — | — | — | — | — | $413 |
| 2022 | $16,538 | — | — | — | — | — | — | $398 |
| 2021 | $16,538 | — | — | — | — | — | — | $330 |
| 2020 | $16,538 | — | — | — | — | — | — | $343 |
| 2019 | $16,538 | $1 | — | — | — | — | $1 | $379 |
Under IRS private-foundation payout rules, The Lowenberg Charitable Trust reported a distributable amount of $270 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Lowenberg Charitable Trust is led by John D. Lowenberg, Trustee & Dis on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
John D. Lowenberg
Trustee & Dis
On filings since 2019
No compensation reported
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.
Frequently asked questions about The Lowenberg Charitable Trust
How large is The Lowenberg Charitable Trust?
The Lowenberg Charitable Trust reported $9K in total assets on its 2025 IRS Form 990-PF.
Where does The Lowenberg Charitable Trust operate?
The Lowenberg Charitable Trust has awarded grants in Florida.
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 2025, The Lowenberg Charitable Trust reported a distributable amount of $270 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 13, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 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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