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· Private foundation

The Lebovitz Fund

Its FY2024 filing reports that it accepted unsolicited grant applications.

$4.6M
Granted FY2024still arriving
8
Grants FY2024still arriving
5
States reached
$2.1M
Largest
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$5.3MEducation$620kArts & Culture$148kEnvironment$147kCivil Rights$113kHealth$98kInternational$83kAnimals$75kOther$0
02FY2024 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k4 grants · $40k
  • $50k–250k1 grant · $108k
  • $250k+3 grants · $4.5M
$107,976
Median grant
5
States reached
$0
Total assets
Largest grants
RecipientAmount
BETH ANN SEGAL'S SCHWAB$2,103,978
JAMES AND MARGOT LEBOVITZ FAMILY FUND$1,184,479
LEBOVITZ FUND FOR PHILANTHROPY$1,184,478
LOON ECHO LAND TRUST$107,976
FRIENDS OF UNITED HATZALAH$10,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM$10,000
PEF ISRAEL ENDOWMENT FUNDS$10,000
LONE SOLDIER FOUNDATION$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–21, $4k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 28% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%VAIL VETERANS PROGRAM: $1k → 7%BLESSING IN A BACKPACK: $1k → 15%VAIL VETERANS PROGRAM: $500 → 7%FILLING IN THE BLANKS: $1k → 9%FAIRFIELD COUNTY HOSPICE HOUSE: $100 → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
NH
WA
MN
NY
MA
OR
OH
PA
NJ
CT
RI
CA
CO
KY
MD
AZ
AL
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

94%of every dollar goes to organizations it has funded before.
$6.3M · 48 repeat orgs$382k to everyone else

Grantees it renews have grown median revenue +42% since the first grant, against +34% for those funded once.

48 repeat relationships: 4 still active in FY2024, 44 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

48
45

Total granted

$6.3M
$352k

Median revenue growth · since first grant

+42%
+34%

Still filing today

44%
58%

New vs renewed · share of each year

In FY2024, 99% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationArts & CultureInternationalHealthCivil RightsHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CR
    CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
    4× · 2017–2021 · $160k · revenue +3%
  • WHEATON COLLEGE
    5× · 2017–2021 · $150k · revenue +46%
  • Loon Echo Land Trust Inc
    3× · 2017–2024 · $108k · revenue +337%

Funded once

  • FD
    FIDELITY DONOR ADVISED FUND
    one grant, 2019 · $206k
  • CW
    CLOWNS WITHOUT BORDERS INC
    one grant, 2022 · $25k · revenue -35%
  • PR
    PEMBROKE REGIONAL HOSPITAL FOUNDATION
    one grant, 2021 · $10k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
2
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
3
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
4
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
5
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
6
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
7
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
8
Foundation for Jewish Philanthropies Inc

See schedule othe organization is a not-for-profit, public charity established in 1911 to provide for the quality and continuity of jewish life in western new york and around the world through private philanthropy. the foundation seeks,…

Philanthropy
9
Fordham University

Fordham university, the jesuit university of new york, is committed to the discovery of wisdom and the transmission of learning, through research and through education of the highest quality. for more information, see schedule o.

Education
10
Npr Foundation

The npr foundation ("foundation") is organized and operated exclusively for the benefit of its sole supported organization, national public radio, inc. ("npr inc."). the foundation supports npr inc. through various activities such as…

—
11
Metropolitan Jewish Health System Inc

Mjhs health system is a charitable not-for-profit established to support the activities of affiliated organizations. mjhs is built on the core values of compassion, dignity and respect, first established by the four brooklyn ladies in…

Health
12
Albert Einstein College of Medicine

Committed to exceptional healthcare quality for all and actively engaged with our community, einstein drives scientific discovery and educates compassionate leaders in health and science.

Education
How this is measured
The grantee most central to the portfolio’s shape is Fairfield County's Community Foundation Inc; the most unlike its peers is Waveny Lifecare Network Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

56 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 56 of the 103 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
12
Early backer (in before they grew)
56/56
Grantees still filing
39/56
Grew since first funded

Where the money sits, by cause and then by grantee

BETH ANN SEGAL'S SCHWAB: $2,285,978 · OtherBETH ANN SEGAL'S SCHWABJAMES AND MARGOT LEBOVITZ FAMILY FUND: $1,365,979 · OtherJAMES AND MARGOT LEBOVITZ FAMILY FUNDLEBOVITZ FUND FOR PHILANTHROPY: $1,360,978 · OtherLEBOVITZ FUND FOR PHILANTHROPYFIDELITY DONOR ADVISED FUND: $206,000 · Other+64 more: $679,226 · Other+64 moreCHOATE ROSEMARY HALL FOUNDATION INCORPORATED: $160,062 · EducationWHEATON COLLEGE: $150,000 · EducationThe New York Public Library Astor Lenox and Tilden Foundations: $70,500 · EducationWellesley College: $40,000 · EducationTHE BALDWIN SCHOOL: $35,000 · Education+8 more: $12,750 · EducationMUSIC OF REMEMBRANCE: $60,000 · Arts & CultureCLOWNS WITHOUT BORDERS INC: $25,000 · Arts & CultureSarasota Opera Association Inc: $10,000 · Arts & CultureTHE BARNES FOUNDATION: $10,000 · Arts & CultureFRIENDS OF UNITED HATZALAH INC: $10,000 · Arts & Culture+2 more: $3,100 · Arts & CultureLoon Echo Land Trust Inc: $108,476 · Environment+2 more: $300 · EnvironmentTHE JEWISH FEDERATION OF SARASOTA-MANATEE INC: $45,000 · PhilanthropyMINNEAPOLIS JEWISH FEDERATION: $20,000 · PhilanthropyPEF ISRAEL ENDOWMENT FUNDS INC: $10,000 · PhilanthropyFAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC: $5,000 · Philanthropy+1 more: $1,000 · PhilanthropySOUTHERN POVERTY LAW CENTER INC: $60,000 · Crime & LegalNEW ISRAEL FUND: $14,000 · InternationalAMERICAN FRIENDS OF MAGEN DAVID ADOM: $10,000 · InternationalJEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL: $10,000 · InternationalChild Rescue Incorporated: $5,000 · InternationalMEDECINS SANS FRONTIERES USA INC: $2,250 · International+1 more: $500 · International
Other$5,898,161Education$468,312Arts & Culture$118,100Environment$108,776Philanthropy$81,000Crime & Legal$60,000International$41,750

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCHOATE ROSEMARY HALL FOUNDATION INCORPORATED: $160,062 over 4y, 0.1% of budgetWHEATON COLLEGE: $150,000 over 5y, 0.1% of budgetLoon Echo Land Trust Inc: $108,476 over 3y, 3.7% of budgetThe New York Public Library Astor Lenox and Tilden Foundations: $70,500 over 4y, 0.0% of budgetMUSIC OF REMEMBRANCE: $60,000 over 6y, 3.7% of budgetSOUTHERN POVERTY LAW CENTER INC: $60,000 over 5y, 0.0% of budgetSTEPPINGSTONE SCHOLARS INC: $52,000 over 4y, 0.9% of budgetTHE JEWISH FEDERATION OF SARASOTA-MANATEE INC: $45,000 over 5y, 0.2% of budgetWellesley College: $40,000 over 3y, 0.0% of budgetTHE BALDWIN SCHOOL: $35,000 over 5y, 0.0% of budgetNATIONAL COUNCIL OF JEWISH WOMEN MINNESOTA (MN) SECTION: $30,000 over 3y, 4.1% of budgetCLOWNS WITHOUT BORDERS INC: $25,000 over 1y, 9.5% of budgetVISITING NURSE & HOSPICE OF FAIRFIELD COUNTY INC: $24,125 over 4y, 0.1% of budgetMINNEAPOLIS JEWISH FEDERATION: $20,000 over 2y, 0.0% of budgetSTAY-FOCUSED INC: $15,945 over 4y, 3.6% of budgetCONNECTICUT FOODSHARE INC: $14,500 over 4y, 0.0% of budgetNEW ISRAEL FUND: $14,000 over 5y, 0.0% of budgetPEF ISRAEL ENDOWMENT FUNDS INC: $10,000 over 1y, 0.0% of budgetAMERICAN FRIENDS OF MAGEN DAVID ADOM: $10,000 over 1y, 0.0% of budgetNorwalk Hospital Foundation: $10,000 over 1y, 0.0% of budgetJEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL: $10,000 over 1y, 0.1% of budgetSarasota Opera Association Inc: $10,000 over 1y, 0.1% of budgetJEWISH COMMUNITY ACTION: $10,000 over 1y, 1.4% of budgetTHE BARNES FOUNDATION: $10,000 over 2y, 0.0% of budgetFRIENDS OF UNITED HATZALAH INC: $10,000 over 1y, 0.0% of budgetFAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC: $5,000 over 1y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $5,000 over 1y, 0.0% of budgetTHE CHILDREN'S SCHOOL: $5,000 over 1y, 0.1% of budgetChild Rescue Incorporated: $5,000 over 1y, 2.5% of budgetMAZON A Jewish Response to Hunger: $4,500 over 5y, 0.0% of budgetTHE FRANKLIN INSTITUTE: $3,000 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $2,250 over 3y, 0.0% of budgetVAIL VETERANS FOUNDATION INC: $2,000 over 3y, 0.1% of budgetBLACK AND BROWN FOUNDERS INC: $1,500 over 1y, 0.2% of budgetNAACP LEGAL DEFENSE & EDUC FUND INC: $1,500 over 1y, 0.0% of budgetFAIRVOTE: $1,000 over 1y, 0.0% of budgetHOPE FOR DEPRESSION RESEARCH FOUNDATION: $1,000 over 1y, 0.0% of budgetBLESSINGS IN A BACKPACK INC: $1,000 over 1y, 0.0% of budgetTrustees of Dartmouth College: $1,000 over 1y, 0.0% of budgetThe Trustees of Princeton University: $1,000 over 1y, 0.0% of budgetWilliams College: $1,000 over 1y, 0.0% of budgetTeach for America Inc: $1,000 over 1y, 0.0% of budgetFILLING IN THE BLANKS INC: $1,000 over 1y, 0.1% of budgetNEW CANAAN COMMUNITY FOUNDATION INC: $1,000 over 2y, 0.0% of budgetBLOOD CANCER UNITED INC: $500 over 1y, 0.0% of budgetAMERICARES FOUNDATION INC: $500 over 2y, 0.0% of budgetTRINITY COLLEGE: $250 over 1y, 0.0% of budgetFUTURE 5 INC: $250 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds CHOATE ROSEMARY HALL FOUNDATION INCORPORATED ↗
  • Who funds WHEATON COLLEGE ↗
  • Who funds Loon Echo Land Trust Inc ↗
  • Who funds The New York Public Library Astor Lenox and Tilden Foundations ↗
  • Who funds MUSIC OF REMEMBRANCE ↗
  • Who funds SOUTHERN POVERTY LAW CENTER INC ↗
  • Who funds STEPPINGSTONE SCHOLARS INC ↗
  • Who funds THE JEWISH FEDERATION OF SARASOTA-MANATEE INC ↗
  • Who funds Wellesley College ↗
  • Who funds THE BALDWIN SCHOOL ↗
  • Who funds NATIONAL COUNCIL OF JEWISH WOMEN MINNESOTA (MN) SECTION ↗
  • Who funds CLOWNS WITHOUT BORDERS INC ↗
  • Who funds VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY INC ↗
  • Who funds MINNEAPOLIS JEWISH FEDERATION ↗
  • Who funds STAY-FOCUSED INC ↗
  • Who funds CONNECTICUT FOODSHARE INC ↗
  • Who funds NEW ISRAEL FUND ↗
  • Who funds PEF ISRAEL ENDOWMENT FUNDS INC ↗
  • Who funds AMERICAN FRIENDS OF MAGEN DAVID ADOM ↗
  • Who funds Norwalk Hospital Foundation ↗
  • Who funds JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL ↗
  • Who funds Sarasota Opera Association Inc ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Hobbs Family Charitable TrustCT17.9× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Hobbs Family Charitable Trust · Corbet Family Foundation · Jim and Dede Bartlett Foundation · The Seelert Foundation Inc · MLE Foundation Inc · New Canaan Community Foundation Inc · Alexander Family Foundation Inc · Ibm International Foundation · Ge Aerospace Foundation · The a James Bach and Vona Hopkins Foundation Inc · The Debard Johnson Foundation Inc · The Morris Family Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Lebovitz Fund funds: left to right is the share of its income from government, bottom to top the share from The Lebovitz Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 90%1%3%6%10%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 0%
  • The Trustees of Princeton University: 11% of income from government
  • Connecticut Foodshare Inc: 5% of income from government
  • Wellesley College: 1% of income from government
  • Trinity College: 0% of income from government
  • Americares Foundation Inc: 0% of income from government
  • Wheaton College: 0% of income from government
  • Williams College: 0% of income from government
  • Choate Rosemary Hall Foundation Incorporated: 0% of income from government
no gov moneyreceives it· size = income
9get no government money at all
11report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Lebovitz Fund?

Find your warmest path to The Lebovitz Fund through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 103 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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