The Lebovitz Fund

EIN 23-6270079 • Portsmouth, NH

99 Hanover Street 309Portsmouth, NH 03801

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2023

-3.9%

Higher net margin than 33% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2023

2.9%

Faster asset growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2023

-26%

Faster revenue growth than 13% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2023

Balance Sheet

Liabilities / Assets30th percentile

Assets

$4,261,753

Up $238,193 (+5.9%) from 2021

Liabilities

Flat

Flat from 2021

Net Assets

$4,261,753

Up $238,193 (+5.9%) from 2021

Operations

Liabilities / Revenue30th percentile Net Margin33rd percentile

Revenue

Down

$362,068

Down $300,685 (-45%) from 2021

Expenses

$376,279

Up $78,104 (+26%) from 2021

Net Income

Down

-$14,211

Down $378,789 (-104%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2023

Assets$4,261,753

Liabilities$0

Net Assets$4,261,753

Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2023

Revenue$362,068

Expenses$376,279

Net Income-$14,211

Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,261,753
Liabilities: $0
Net assets: $4,261,753
Revenue: $362,068
Expenses: $376,279
Net income: -$14,211

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Detailed filing. Detailed filing data is available for this year.	$4.26	$0.00	$4.26	$0.36	$0.38	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$4.02	$0.00	$4.02	$0.66	$0.30	$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.66	$0.00	$3.66	$0.30	$0.28	$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.65	$0.00	$3.65	$0.55	$0.35	$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.44	$0.00	$3.44	$0.60	$0.23	$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.07	$0.00	$3.07	$0.54	$0.32	$0.22
2016Detailed filing. Detailed filing data is available for this year.	$2.96	$0.00	$2.96	$0.43	$0.14	$0.29
2015Detailed filing. Detailed filing data is available for this year.	$2.67	$0.00	$2.67	$0.58	$0.29	$0.29
2014Detailed filing. Detailed filing data is available for this year.	$2.38	$0.00	$2.38	$0.41	$0.29	$0.11

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Aug 1, 2022 to Jul 31, 2023
Signed: Sep 20, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay67th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PETER M LEBOVITZ	President/Treas./Direct	PT	$0	-	-
BETH ANN SEGAL	V.P./Sec'Y/Director	-	$0	-	-
JONATHAN JAVITCH	Director	-	$0	-	-
JAMES LEBOVITZ	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Lebovitz Fund
EIN: 23-6270079
Phone: 2032193667
Address: 99 HANOVER STREET 309, PORTSMOUTH, NH 03801

Signing Officer

Name: Peter Lebovitz
Title: President
Phone: 2032193667
Signed: 2023-09-20
Discuss with paid preparer: Yes

Preparer

Firm: Reynolds & Rowella Llp
Address: 90 GROVE STREET, RIDGEFIELD, CT 06877
Preparer: Ben Maini CPA
Phone: 2034380161

Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	JAMES LEBOVITZ
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	PETER M LEBOVITZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	99 HANOVER STREET 309
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PORTSMOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	03801
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2032193667
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	THE USUAL APPLICATION FOR FUNDS IS MADE BY LETTER. NO FORMS ARE SPECIFIED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	PETER M LEBOVITZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	2032193667
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	99 HANOVER STREET 309
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	PORTSMOUTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	NH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	03801
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	PETER M LEBOVITZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	182000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	JAMES AND MARGOT LEBOVITZ FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	LEBOVITZ FUND FOR PHILANTHROPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	BETH ANN SEGAL'S SCHWAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)[3]
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)[3]
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)[3]
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2670 WARWICK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 77001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	028899509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	452770053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	32862
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	364000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1912
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	362088
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	325766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	364000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	323854
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	362088
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	846
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	CHANGES IN COST BASIS
TaxesSchedule/TaxesDetail/Amt	0	9029
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PETER LEBOVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2032193667
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE LEBOVITZ FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	LEBO
ReturnHeader/Filer/EIN	0	236270079
ReturnHeader/Filer/PhoneNum	0	2032193667
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	99 HANOVER STREET 309
ReturnHeader/Filer/USAddress/CityNm	0	PORTSMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NH
ReturnHeader/Filer/USAddress/ZIPCd	0	03801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	061143555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	REYNOLDS & ROWELLA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	90 GROVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	RIDGEFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06877
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2034380161
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BEN MAINI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2023-09-21T15:36:05-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	LEBOVITZ
ReturnHeader/TaxPeriodBeginDt	0	2022-08-01
ReturnHeader/TaxPeriodEndDt	0	2023-07-31
ReturnHeader/TaxYr	0	2022

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