The Lebovitz Fund appears to operate primarily as a vehicle for concentrated family philanthropy and intra-family distributions: all three grants are very large, general-purpose allocations to named individuals or closely named family funds. There is no evidence of external nonprofit grantmaking or program-specific funding — the foundation’s activity looks administrative/estate-oriented, moving substantial sums into related family philanthropic accounts. Its giving is transaction-focused rather than programmatic, suggesting the foundation’s role is stewardship and redistribution of family assets.
The Lebovitz Fund’s recent activity is shaped by very large general-purpose transfers into family-linked philanthropic accounts, including a $2,103,978 grant in 2024 to Beth Ann Segal's Schwab and seven-figure allocations to the James and Margot Lebovitz Family Fund and the Lebovitz Fund for Philanthropy. That pattern makes the fund look less like a conventional operating grantmaker and more like a vehicle for moving substantial assets among related philanthropic entities. Alongside those transfers, the fund also supports a small set of outside organizations with defined purposes. Recent examples include the Loon Echo Land Trust for open-space protection in the Northern Sebago Lake region, New York Public Library for local public library service, and Clowns Without Borders for general purposes. Other recipients show interest in scholarship support, public media, Jewish communal institutions, and advocacy organizations. The grant record is compact but varied in subject matter, with awards reaching conservation, education, culture, civil liberties, and Jewish communal life. The structure is notable for the size gap between the family-fund distributions and the smaller charitable grants that sit beside them.
In land conservation, The Lebovitz Fund gave $107,976 to Loon Echo Land Trust to protect open space in the Northern Sebago Lake region for recreation, education, wildlife and plant habitat, air and watershed quality, and sustainable forestry. That single grant ties the fund to place-based environmental work with a broad ecological and recreational brief. Education and access appear in several smaller awards. The fund gave $25,000 to New York Public Library for local public library service, $10,000 to Baldwin School for a scholarship fund, and $10,000 to Wellesley College for a scholarship fund. Those grants point to support for institutions serving students and the public. The arts and civic life also show up. Sarasota Orchestra received $10,000 for music performances and music education, while Wedu - Berkman Family Broadcast Center received $10,000 to serve the public good and aid in the creation of an informed citizenry.
The typical grant size is $10,000 at both the 25th percentile and the median, while the 75th percentile is $86,750. The distribution is pulled upward by a few very large 2024 transfers, but most listed charitable awards are at the $10,000 level. The recent record also shows repeat recipients across years: Beth Ann Segal's Schwab appears in both 2023 and 2024, and several family-philanthropy vehicles recur in 2023 and 2024. The fund makes grants nationally and appears to use general-purpose support often, alongside specific project and scholarship grants.
$5M
$0
$368K
$4.6M
Most grants fall between $10K and $87K, with a median of $10K.
25th Percentile
$10K
Median
$10K
75th Percentile
$87K
About 0% of grants go to recipients in NY.
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Highly concentrated: only three very large grants, all directed to closely related individuals or family funds; no diversified external grantees or program-specific awards.
Notable grantees: Beth Ann Segal's Schwab, James and Margot Lebovitz Family Fund, Lebovitz Fund for Philanthropy
Grants are national, and every listed recipient is in the United States. Rhode Island is the top state by grant count, with Warwick appearing as a repeat recipient location through the James and Margot Lebovitz Family Fund. Other recurring recipient cities include Sarasota, Florida; New York, New York; and Tampa, Florida. The recent record also includes grants to Bridgton, Maine, Ithaca, New York, and Orlando, Florida, showing a broad U.S. spread rather than a single local focus.
The record shows two distinct patterns: large general-purpose transfers to family-linked philanthropic vehicles, and smaller charitable grants to organizations in conservation, education, culture, public media, Jewish communal life, and civil liberties. Examples include land protection, scholarship funds, library service, and music programming.
The typical grant size is $10,000 at both p25 and the median. The upper end is much higher, with p75 at $86,750, reflecting a few very large transfers alongside many smaller awards.
Yes. Beth Ann Segal's Schwab appears in both 2023 and 2024, and the James and Margot Lebovitz Family Fund and Lebovitz Fund for Philanthropy also recur across those years. That indicates repeated support to some recipients rather than a purely one-time pattern.
The top state by grant count is Rhode Island. Recent recipients are spread across the U.S., with recurring locations including Warwick, Sarasota, New York, and Tampa, and the recipient country distribution is entirely U.S.-based.
Recent recipients include land trusts, libraries, schools, orchestras, public media outlets, Jewish federations, advocacy groups, and scholarship recipients. The named grants show support for both specific projects and general-purpose operating needs.
2024
Source: IRS Form 990-PF, fiscal year 2024.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| BETH ANN SEGAL'S SCHWAB | ORLANDO, FL | $2,103,978 | 2024 | GENERAL PURPOSES |
| JAMES AND MARGOT LEBOVITZ FAMILY FUND | WARWICK, RI | $1,184,479 | 2024 | GENERAL PURPOSES |
| LEBOVITZ FUND FOR PHILANTHROPY | CINCINNATI, OH | $1,184,478 | 2024 | GENERAL PURPOSES |
| LOON ECHO LAND TRUST | BRIDGTON, ME | $107,976 | 2024 | TO PROTECT OPEN SPACE IN THE NORTHERN SEBAGO LAKE REGION FOR RECREATION, EDUCATION, WILDLIFE AND PLANT HABITAT, AIR AND WATERSHED QUALITY, AND SUSTAINABLE FORESTRY. |
| JAMES AND MARGOT LEBOVITZ FAMILY FUND | WARWICK, RI | $90,500 | 2024 | GENERAL PURPOSES |
| LEBOVITZ FUND FOR PHILANTHROPY | CINCINNATI, OH | $85,500 | 2024 | GENERAL PURPOSES |
| NEW YORK PUBLIC LIBRARY | NEW YORK, NY | $25,000 | 2024 | LOCAL PUBLIC LIBRARY TO SERVE THE COMMUNITY |
| CLOWNS WITHOUT BORDERS | BLUE LAKE, CA | $25,000 | 2024 | GENERAL PURPOSES |
| WUSF FM RADIO - UNIVERSITY OF SOUTHERN FLORIDA | TAMPA, FL | $10,000 | 2024 | TO PROVIDE MEANINGFUL AND RELEVANT CONTENT THAT ENHANCES OUR COMMUNITY'S QUALITY OF LIFE. |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | NEW YORK, NY | $10,000 | 2024 | GENERAL PURPOSES |
| MUSIC OF REMEMBRANCE | SEATTLE, WA | $10,000 | 2024 | TO REMEMBER HOLOCAUST MUSICIANS AND THEIR ART THROUGH MUSICAL PERFORMANCES, EDUCATIONAL ACTIVITIES, MUSICIAL RECORDINGS, AND COMMISSIONS OF NEW WORKS. |
| SOUTHERN POVERTY LAW CENTER | MONTGOMERY, AL | $10,000 | 2024 | GENERAL PURPOSES |
| PEF ISRAEL ENDOWMENT FUNDS | NEW YORK, NY | $10,000 | 2024 | GENERAL PURPOSES |
| JEWISH FEDERATION OF SARASOTA - MANATEE | SARASOTA, FL | $10,000 | 2024 | GENERAL PURPOSES |
| NATIONAL COUNCIL OF JEWISH WOMEN (NCJW) | GOLDEN VALLEY, MN | $10,000 | 2024 | TO IMPROVE THE QUALITY OF LIFE FOR WOMEN, CHILDREN, AND FAMILIES AND TO ENSURE INDIVIDUAL RIGHTS AND FREEDOMS |
| PLANNED PARENTHOOD OF SW FLORIDA | SARASOTA, FL | $10,000 | 2024 | GENERAL PURPOSES |
| LONE SOLDIER FOUNDATION | MELVILLE, NY | $10,000 | 2024 | GENERAL PURPOSES |
| FRIENDS OF UNITED HATZALAH | NEW YORK, NY | $10,000 | 2024 | GENERAL PURPOSES |
| NEW ISRAEL FUND | NEW YORK, NY | $10,000 | 2024 | INVEST IN ISRAELI ORGANIZATIONS WHOSE WORK CHANGES THE EQUATION ON CIVIL RIGHTS, RELIGIOUS PLURALISM & SOCIAL JUSTICE. ORGANIZE, ADVOCATE, TRAIN & CONVENE. |
| SARASOTA ORCHESTRA | SARASOTA, FL | $10,000 | 2024 | TO PROVIDE EXQUISITE MUSIC PERFORMANCES AND FIRST-CLASS MUSIC EDUCATION. |
| CORNELL LAB OF ORNITHOLOGY | ITHACA, NY | $10,000 | 2024 | TO INTERPRET AND CONSERVE THE EARTH'S BIODIVERSITY THROUGH RESEARCH AND EDUCATION FOCUSED ON BIRDS |
| BALDWIN SCHOOL | BRYN MAWR, PA | $10,000 | 2024 | SCHOLARSHIP FUND |
| SARASOTA AUDUBON | SARASOTA, FL | $10,000 | 2024 | OUR MISSION IS TO CONSERVE AND RESTORE NATURAL ECOSYSTEMS, FOCUSING ON BIRDS, OTHER WILDLIFE, AND THEIR HABITATS FOR THE BENEFIT OF HUMANITY AND THE EARTH'S BIOLOGICAL DIVERSITY.WE ARE DEDICATED TO PROTECTING NATURE AND CONNECTING WITH OTHERS USING THE COMBINATION OF SCIENCE, EDUCATION, AND THE RESTORATION OF OUR LOCAL WILDLIFE HABITATS. |
| WEDU - BERKMAN FAMILY BROADCAST CENTER | TAMPA, FL | $10,000 | 2024 | TO SERVE THE PUBLIC GOOD AND AID IN THE CREATION OF AN INFORMED CITIZENRY. |
| WELLESLEY COLLEGE | WELLESLEY, MA | $10,000 | 2024 | SCHOLARSHIP FUND |
| NATIONAL AUDUBON SOCIETY | NEW YORK, NY | $10,000 | 2024 | PROJECT PUFFIN- TO PROTECT BIRDS, OTHER WILDLIFE AND THEIR HABITATS. |
| STAY FOCUSED | NEW YORK, NY | $5,000 | 2024 | TRANSFORMATIONAL LEARNING EXPERIENCE TO TEENS AND YOUNG ADULTS WITH DISABILITIES. THROUGH A SCUBA DIVING CERTIFICATION PROGRAM, PARTICIPANTS GAIN CONFIDENCE, DEVELOP LEADERSHIP SKILLS, AND BECOME MORE INDEPENDENT. |
| AMERICAN CIVIL LIBERTIES UNION | NEW YORK, NY | $5,000 | 2024 | GENERAL PURPOSES |
| MAZON | LOS ANGELES, CA | $1,000 | 2024 | RALLY THE AMERICAN JEWISH COMMUNITY AROUND THE ISSUE OF HUNGER. |
| BETH ANN SEGAL'S SCHWAB | ORLANDO, FL | $182,000 | 2023 | GENERAL PURPOSES |
| JAMES AND MARGOT LEBOVITZ FAMILY FUND | WARWICK, RI | $91,000 | 2023 | GENERAL PURPOSES |
| LEBOVITZ FUND FOR PHILANTHROPY | CINCINNATI, OH | $91,000 | 2023 | GENERAL PURPOSES |
BETH ANN SEGAL'S SCHWAB
$2,103,978GENERAL PURPOSES
JAMES AND MARGOT LEBOVITZ FAMILY FUND
$1,184,479GENERAL PURPOSES
LEBOVITZ FUND FOR PHILANTHROPY
$1,184,478GENERAL PURPOSES
TO PROTECT OPEN SPACE IN THE NORTHERN SEBAGO LAKE REGION FOR RECREATION, EDUCATION, WILDLIFE AND PLANT HABITAT, AIR AND WATERSHED QUALITY, AND SUSTAINABLE FORESTRY.
JAMES AND MARGOT LEBOVITZ FAMILY FUND
$90,500GENERAL PURPOSES
LEBOVITZ FUND FOR PHILANTHROPY
$85,500GENERAL PURPOSES
CLOWNS WITHOUT BORDERS
$25,000GENERAL PURPOSES
WUSF FM RADIO - UNIVERSITY OF SOUTHERN FLORIDA
$10,000TO PROVIDE MEANINGFUL AND RELEVANT CONTENT THAT ENHANCES OUR COMMUNITY'S QUALITY OF LIFE.
MUSIC OF REMEMBRANCE
$10,000TO REMEMBER HOLOCAUST MUSICIANS AND THEIR ART THROUGH MUSICAL PERFORMANCES, EDUCATIONAL ACTIVITIES, MUSICIAL RECORDINGS, AND COMMISSIONS OF NEW WORKS.
NATIONAL COUNCIL OF JEWISH WOMEN (NCJW)
$10,000TO IMPROVE THE QUALITY OF LIFE FOR WOMEN, CHILDREN, AND FAMILIES AND TO ENSURE INDIVIDUAL RIGHTS AND FREEDOMS
PLANNED PARENTHOOD OF SW FLORIDA
$10,000GENERAL PURPOSES
LONE SOLDIER FOUNDATION
$10,000GENERAL PURPOSES
INVEST IN ISRAELI ORGANIZATIONS WHOSE WORK CHANGES THE EQUATION ON CIVIL RIGHTS, RELIGIOUS PLURALISM & SOCIAL JUSTICE. ORGANIZE, ADVOCATE, TRAIN & CONVENE.
SARASOTA ORCHESTRA
$10,000TO PROVIDE EXQUISITE MUSIC PERFORMANCES AND FIRST-CLASS MUSIC EDUCATION.
CORNELL LAB OF ORNITHOLOGY
$10,000TO INTERPRET AND CONSERVE THE EARTH'S BIODIVERSITY THROUGH RESEARCH AND EDUCATION FOCUSED ON BIRDS
SARASOTA AUDUBON
$10,000OUR MISSION IS TO CONSERVE AND RESTORE NATURAL ECOSYSTEMS, FOCUSING ON BIRDS, OTHER WILDLIFE, AND THEIR HABITATS FOR THE BENEFIT OF HUMANITY AND THE EARTH'S BIOLOGICAL DIVERSITY.WE ARE DEDICATED TO PROTECTING NATURE AND CONNECTING WITH OTHERS USING THE COMBINATION OF SCIENCE, EDUCATION, AND THE RESTORATION OF OUR LOCAL WILDLIFE HABITATS.
WEDU - BERKMAN FAMILY BROADCAST CENTER
$10,000TO SERVE THE PUBLIC GOOD AND AID IN THE CREATION OF AN INFORMED CITIZENRY.
WELLESLEY COLLEGE
$10,000SCHOLARSHIP FUND
NATIONAL AUDUBON SOCIETY
$10,000PROJECT PUFFIN- TO PROTECT BIRDS, OTHER WILDLIFE AND THEIR HABITATS.
STAY FOCUSED
$5,000TRANSFORMATIONAL LEARNING EXPERIENCE TO TEENS AND YOUNG ADULTS WITH DISABILITIES. THROUGH A SCUBA DIVING CERTIFICATION PROGRAM, PARTICIPANTS GAIN CONFIDENCE, DEVELOP LEADERSHIP SKILLS, AND BECOME MORE INDEPENDENT.
AMERICAN CIVIL LIBERTIES UNION
$5,000GENERAL PURPOSES
BETH ANN SEGAL'S SCHWAB
$182,000GENERAL PURPOSES
JAMES AND MARGOT LEBOVITZ FAMILY FUND
$91,000GENERAL PURPOSES
LEBOVITZ FUND FOR PHILANTHROPY
$91,000GENERAL PURPOSES