Nonprofit · EIN 62-6247365
LEBOVITZ FAMILY CHARITABLE TRUST
Also known as LEBOVITZ CHARLES CO-TTEE
Tax-exempt · CHATTANOOGA, TN 37421
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $520,185 | $299,799 | $220,386 | $5,199,886 | $0 | $5,199,886 |
| December 31, 2024 | 990-PF | $361,399 | $436,796 | -$75,397 | $4,979,119 | $0 | $4,979,119 |
| December 31, 2023 | 990-PF | $204,791 | $490,652 | -$285,861 | $5,054,419 | $0 | $5,054,419 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $218,416
- Interest
- $4
- Net gain from sales of assets
- $301,744
- Other income
- $21
Expenses
- Grants and similar amounts paid
- $243,850
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $256,075
- Excise tax on investment income
- $6,712
Balance sheet and other
- Total assets, start of year
- $4,979,119
- Total assets, end of year
- $5,199,886
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,199,886
- Fair market value of assets
- $8,173,852
- Qualifying distributions
- $256,075
- Net investment income
- $520,185
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES B LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| FAYE L PETERKEN 2950 MOUNT WILKINSON PARKWAY 1101, ATLANTA, GA 30339 | TRUSTEE | 0 | $0 |
| ALAN CATES 736 GEORGIA AVENUE SUITE 300, CHATTANOOGA, TN 37402 | TRUSTEE | 0 | $0 |
| STEPHEN LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| MICHAEL LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| ALAN LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| BETH LEBOVITZ BACKER 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES B LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| FAYE L PETERKEN 2950 MOUNT WILKINSON PARKWAY 1101, ATLANTA, GA 30339 | TRUSTEE | 0 | $0 |
| ALAN CATES 736 GEORGIA AVENUE SUITE 300, CHATTANOOGA, TN 37402 | TRUSTEE | 0 | $0 |
| STEPHEN LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| MICHAEL LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| ALAN LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| BETH LEBOVITZ BACKER 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES B LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| FAYE L PETERKEN 2950 MOUNT WILKINSON PARKWAY 1101, ATLANTA, GA 30339 | TRUSTEE | 0 | $0 |
| ALAN CATES 736 GEORGIA AVENUE SUITE 300, CHATTANOOGA, TN 37402 | TRUSTEE | 0 | $0 |
| STEPHEN LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| MICHAEL LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| ALAN LEBOVITZ 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
| BETH LEBOVITZ BACKER 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN 37421 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2030 HAMILTON PLACE BLVD STE 500, CHATTANOOGA, TN 37421-6000
- In care of
- % CHARLES LEBOVITZ
- Signed the 990-PF
- CHARLES B LEBOVITZ, TRUSTEE
- Phone
- (423) 490-8223
- Return prepared by
- WINDHAM BRANNON LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-6247365
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,199,886
- Income (IRS master file)
- $1,273,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $520,185 | $299,799 | $5,199,886 | IRS |
| 990-PF | December 2024 | $361,399 | $436,796 | $4,979,119 | XML |
| 990-PF | December 2023 | $204,791 | $490,652 | $5,054,419 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-6247365).
Questions about LEBOVITZ FAMILY CHARITABLE TRUST
- What is the EIN of LEBOVITZ FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of LEBOVITZ FAMILY CHARITABLE TRUST is 62-6247365.
- Is LEBOVITZ FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to LEBOVITZ FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEBOVITZ FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEBOVITZ FAMILY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEBOVITZ FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LEBOVITZ FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LEBOVITZ FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $520,185, expenses of $299,799 and total assets of $5,199,886 at year end.
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