The Lebovitz Fund FY2022 filing

Portsmouth, NHPrivate foundation / grantmaker EIN 23-6270079Revenue $657K in FY2022

On file with the IRS99 Hanover Street 309 · Portsmouth, NH

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FY2022 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $914K a year · 178% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
990-PF Pt I · 4 filings
7 mo
of spending, in cash
Looks good: 7.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$657K
-0.9% vs prior year
Spent
$401K
Net assets
$4.3M
By yearFY2021–FY2024
Revenue
$657K
FY2022▼ -0.9%
Tap a bar for its year
Revenue by fiscal year
FY2021$663K
FY2022$657K
FY2023$362K
FY2024$368K
Expenses
$401K
FY2022▲ +34%
Tap a bar for its year
Expenses by fiscal year
FY2021$298K
FY2022$401K
FY2023$376K
FY2024$4.6M
Net assets
$4.3M
FY2022▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2021$4.0M
FY2022$4.3M
FY2023$4.3M
FY2024$0

From the FY2022 Form 990 (year ending July 2022) · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 94% · $377K Operating & administrative 6% · $24K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

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Programs and updates

A private foundation based in Portsmouth, NH.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 8 grants · $4.6M · 2023–2023
Individual RecipientFY2023$2,103,978
James and Margot Lebovitz Family FundFY2023$1,184,479
Lebovitz Fund for PhilanthropyFY2023$1,184,478
Loon Echo Land Trust INCME · FY2023$107,976
Individual RecipientFY2023$10,000
Lone Soldier FoundationNJ · FY2023$10,000
Friends of United HatzalahFY2023$10,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV3
Average grantPart XV$578K
Median grantPart XV$108K
Largest grantPart XV$2.1M
Top cause focusNTEEFoundations & Grantmakers (12%)

By the numbers

The FY2022 990-PF, line by line.

1The main four
Money in
$657K
Investment income$657K
Money out
$401K
Grants paid$377K
Running costs$24K
Owns and owes
$4.3M
net assets
Cash and savings$245K
Total assets$4.3M
Liabilities$0
2In more detail
Revenue in detail
Investment income$657K
Total revenue$657K
Assets in detailEnd of year
Cash and savings together$245K
Total assets$4.3M
Liabilities$0
Net assets$4.3M
Operations
Fiscal year endsJuly

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $368K$4.6M−$4.3M$0 990 PDF
FY2023 $362K$376K−$14K$4.3M 990 PDF
FY2022 Viewing $657K$401K$256K$4.3M 990 PDF
FY2021 $663K$298K$365K$4.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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