Nonprofit · EIN 13-6149611
LOVELL FAMILY LTD
Tax-exempt · NEW YORK, NY 10007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $804,243 | $622,944 | $181,299 | $4,362,508 | $0 | $4,362,508 |
| June 30, 2024 | 990-PF | $565,612 | $480,567 | $85,045 | $4,181,209 | $0 | $4,181,209 |
| June 30, 2023 | 990-PF | $339,835 | $389,311 | -$49,476 | $4,096,164 | $0 | $4,096,164 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $300,000
- Dividends
- $141,613
- Net gain from sales of assets
- $362,630
Expenses
- Grants and similar amounts paid
- $576,666
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $576,666
- Excise tax on investment income
- $6,394
Balance sheet and other
- Total assets, start of year
- $4,181,209
- Total assets, end of year
- $4,362,508
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,362,508
- Fair market value of assets
- $5,585,208
- Qualifying distributions
- $576,666
- Net investment income
- $504,243
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY S LOVELL 20 EARLWOODE DRIVE, WHITE PLAINS, NY 10606 | PRESIDENT | 0 | $0 |
| DIANE P LOVELL 27 ST JAMES DRIVE, PALM BEACH, FL 33418 | DIRECTOR | 0 | $0 |
| STEPHEN J LOVELL 27 ST JAMES DRIVE, PALM BEACH, FL 33418 | TREASURER | 0 | $0 |
| WENDY S LOVELL SMITH 2655 EAST LAKE OF THE ISLES PKWY, MINNEOPOLIS, MN 55408 | DIRECTOR | 0 | $0 |
| HOPE S LOVELL NEWMAN 151 WEST 86TH STREET, NEW YORK, NY 10024 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY S LOVELL 20 EARLWOODE DRIVE, WHITE PLAINS, NY 10606 | PRESIDENT | 0 | $0 |
| DIANE P LOVELL 27 ST JAMES DRIVE, PALM BEACH, FL 33418 | DIRECTOR | 0 | $0 |
| STEPHEN J LOVELL 27 ST JAMES DRIVE, PALM BEACH, FL 33418 | TREASURER | 0 | $0 |
| WENDY S LOVELL SMITH 2655 EAST LAKE OF THE ISLES PKWY, MINNEOPOLIS, MN 55408 | DIRECTOR | 0 | $0 |
| HOPE S LOVELL NEWMAN 151 WEST 86TH STREET, NEW YORK, NY 10024 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY S LOVELL 20 EARLWOODE DRIVE, WHITE PLAINS, NY 10606 | PRESIDENT | 0 | $0 |
| DIANE P LOVELL 27 ST JAMES DRIVE, PALM BEACH, FL 33418 | DIRECTOR | 0 | $0 |
| STEPHEN J LOVELL 27 ST JAMES DRIVE, PALM BEACH, FL 33418 | TREASURER | 0 | $0 |
| WENDY S LOVELL SMITH 2655 EAST LAKE OF THE ISLES PKWY, MINNEOPOLIS, MN 55408 | DIRECTOR | 0 | $0 |
| HOPE S LOVELL NEWMAN 151 WEST 86TH STREET, NEW YORK, NY 10024 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 22 CORTLANDT ST FL 33, NEW YORK, NY 10007-3131
- Signed the 990-PF
- BARRY S LOVELL, PRESIDENT
- Phone
- (212) 709-8600
- Return prepared by
- BERGER TORQUATO & DAVIS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6149611
- 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
- 1963
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,362,508
- Income (IRS master file)
- $1,691,914
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $804,243 | $622,944 | $4,362,508 | IRS |
| 990-PF | June 2024 | $565,612 | $480,567 | $4,181,209 | IRS |
| 990-PF | June 2023 | $339,835 | $389,311 | $4,096,164 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 13-6149611).
Questions about LOVELL FAMILY LTD
- What is the EIN of LOVELL FAMILY LTD?
- The employer identification number (EIN) of LOVELL FAMILY LTD is 13-6149611.
- Is LOVELL FAMILY LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to LOVELL FAMILY LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOVELL FAMILY LTD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOVELL FAMILY LTD due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOVELL FAMILY LTD last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of LOVELL FAMILY LTD?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LOVELL FAMILY LTD have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $804,243, expenses of $622,944 and total assets of $4,362,508 at year end.
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