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Nonprofit · EIN 16-6383847

JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST

Also known as LOVENHEIM JOHN & BARBARA TTEES

Tax-exempt · ITHACA, NY 14850

Financials

$46K$86K2023$62K$118K2024$43K$110K2025
Revenue Expenses · by fiscal year end
Financials of JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$42,563$109,782-$67,219$791,437$0$791,437
December 31, 2024990-PF$62,323$118,417-$56,094$858,689$0$858,689
December 31, 2023990-PF$46,334$85,709-$39,375$914,852$0$914,852
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$52,021
Net gain from sales of assets
-$9,458

Expenses

Grants and similar amounts paid
$87,604
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$87,854
Excise tax on investment income
$418

Balance sheet and other

Total assets, start of year
$858,689
Total assets, end of year
$791,437
Total liabilities, end of year
$0
Net assets, end of year
$791,437
Fair market value of assets
$2,387,344
Qualifying distributions
$87,854
Net investment income
$52,021

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BARBARA P LOVENHEIM
140 SENECA WAY APT 402, ITHACA, NY 14850
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BARBARA P LOVENHEIM
140 SENECA WAY APT 402, ITHACA, NY 14850
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BARBARA P LOVENHEIM
140 SENECA WAY APT 402, ITHACA, NY 14850
TRUSTEE1$0

Address and contacts

Address (IRS master file)
105 W COURT ST APT 304, ITHACA, NY 14850-1675
In care of
% JOHN LOVENHEIM
Signed the 990-PF
BARBARA P LOVENHEIM, TRUSTEE
Phone
(585) 355-3910
Return prepared by
GRAY LOCEY CPA PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
16-6383847
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$791,437
Income (IRS master file)
$493,801

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$42,563$109,782$791,437IRS
990-PFDecember 2024$62,323$118,417$858,689IRS
990-PFDecember 2023$46,334$85,709$914,852XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 16-6383847).

Questions about JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST

What is the EIN of JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST?
The employer identification number (EIN) of JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST is 16-6383847.
Is JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does JOHN EDWARD LOVENHEIM AND BARBARA PITLICK LOVENHEIM CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $42,563, expenses of $109,782 and total assets of $791,437 at year end.

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