William P and Marie R Lowenstein

MEMPHIS, TN EIN: 62-6037976

William P and Marie R Lowenstein is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $872K in total assets. In 2024, it awarded 3 grants totaling $44K. Net investment income was $59K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$872K

-5.7% YoY

Annual Giving

$44K

-50.3% YoY

Grant Count

-40.0% YoY

Avg Grant Size

$15K

-17.2% YoY

Under IRS private-foundation payout rules, William P and Marie R Lowenstein reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.

About William P and Marie R Lowenstein

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $128K (96%)

Tennessee $5K (4%)

States

New York Tennessee

Cities

BrooklynBrooklynnMemphisMonseyWoodmere

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$872,131	$925,100	$1,038,214
Revenue	$113,566	$32,023	$21,543
Expenses	$166,535	$143,597	$55,088
Qualifying Distributions	$98,188	$116,099	$27,544
Net Investment Income	$59,378	$19,281	$17,338
Distributable Amount	$71,556	$68,436	$72,126

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jerusalem Orphan Home ($24,000), Zion Orphan Home ($15,000), Chabad Lubavitch of TN ($5,000).

Recipient	Purpose	Amount
Jerusalem Orphan Home Brooklyn, NY	Program Services	$24,000
Zion Orphan Home Brooklyn, NY	Program Services	$15,000
Chabad Lubavitch of TN Memphis, TN	Program Services	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Marshall Gordon	Board Member	1	—
Robert Gordon	Board Member	1	—
Baruch Gordon	Board Member	1	—
Bruce Feldbaum	Board Member	1	—
Elaine Gordon	Board Member	1	$25,000

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is William P and Marie R Lowenstein?

William P and Marie R Lowenstein is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. It holds $872K in total assets as of 2024.

How large is William P and Marie R Lowenstein?

As of 2024, William P and Marie R Lowenstein holds $872K in total assets with $114K in annual revenue. It awarded 3 grants totaling $44K in 2024.

Where does William P and Marie R Lowenstein operate?

William P and Marie R Lowenstein has awarded grants in New York, Tennessee.

What size grants does William P and Marie R Lowenstein award?

In 2024, William P and Marie R Lowenstein awarded 3 grants totaling $44K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is William P and Marie R Lowenstein required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William P and Marie R Lowenstein reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William P and Marie R Lowenstein's EIN?

William P and Marie R Lowenstein's EIN (Employer Identification Number) is 62-6037976. IRS Form 990 filing data is available on this page for 2021–2024.