Nonprofit · EIN 20-5953051
MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC
Tax-exempt · GREENWICH, CT 06830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $13,636,011 | $3,599,240 | $10,036,771 | $89,437,263 | $0 | $89,437,263 |
| October 31, 2024 | 990-PF | $16,347,495 | $2,843,930 | $13,503,565 | $73,847,742 | $0 | $73,847,742 |
| October 31, 2023 | 990-PF | $2,878,726 | $2,848,463 | $30,263 | $54,694,063 | $0 | $54,694,063 |
| October 31, 2021 | 990-PF | $26,889,891 | $1,666,586 | $25,223,305 | $58,015,180 | $0 | $58,015,180 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $6,276,193
- Dividends
- $130,554
- Interest
- $1,046,113
- Net gain from sales of assets
- $6,108,007
- Other income
- $75,144
Expenses
- Grants and similar amounts paid
- $3,360,842
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,366,328
- Excise tax on investment income
- $102,680
Balance sheet and other
- Total assets, start of year
- $73,847,742
- Total assets, end of year
- $89,437,263
- Total liabilities, end of year
- $0
- Net assets, end of year
- $89,437,263
- Fair market value of assets
- $89,437,263
- Qualifying distributions
- $3,366,328
- Net investment income
- $7,393,214
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL B LOWENSTEIN 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | DIRECTOR | 2 | $0 |
| JEFFERY LOWENSTEIN 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | DIRECTOR | 1 | $0 |
| GINO LABRUZZO 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | SECRETARY | 1 | $0 |
| LI DICK 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | ASSISTANT SECRETARY | 1 | $0 |
990-PF for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL B LOWENSTEIN 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | DIRECTOR | 2 | $0 |
| JEFFERY LOWENSTEIN 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | DIRECTOR | 1 | $0 |
| GINO LABRUZZO 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | SECRETARY | 1 | $0 |
| LI DICK 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | ASSISTANT SECRETARY | 1 | $0 |
990-PF for the year ended October 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL B LOWENSTEIN 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | DIRECTOR | 2 | $0 |
| JEFFERY LOWENSTEIN 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | DIRECTOR | 1 | $0 |
| GINO LABRUZZO 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | SECRETARY | 1 | $0 |
| LI DICK 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830 | ASSISTANT SECRETARY | 1 | $0 |
990-PF for the year ended October 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL B LOWENSTEIN 55 RAILROAD AVENUE, GREENWICH, CT 06830 | DIRECTOR | 2 | $0 |
| THOMAS COLEMAN 55 RAILROAD AVENUE, GREENWICH, CT 06830 | DIRECTOR (UNTIL 2/17/21) | 1 | $0 |
| JEFFERY LOWENSTEIN 55 RAILROAD AVENUE, GREENWICH, CT 06830 | DIRECTOR (START 2/17/21) | 1 | $0 |
| GINO LABRUZZO 55 RAILROAD AVENUE, GREENWICH, CT 06830 | SECRETARY (START 6/21/21) | 1 | $0 |
| LI DICK 55 RAILROAD AVENUE, GREENWICH, CT 06830 | ASSISTANT SECRETARY (START 6/21/21) | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 55 RAILROAD AVENUE 2ND FLOOR, GREENWICH, CT 06830-6378
- In care of
- % MICHAEL LOWENSTEIN
- Signed the 990-PF
- MICHAEL LOWENSTEIN, OFFICER
- Phone
- (203) 862-5800
- Return prepared by
- RSM US 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5953051
- 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
- 2009
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $89,437,263
- Income (IRS master file)
- $41,406,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $13,636,011 | $3,599,240 | $89,437,263 | XML |
| 990-T | October 2025 | – | – | – | IRS |
| 990-PF | October 2024 | $16,347,495 | $2,843,930 | $73,847,742 | XML |
| 990-T | October 2024 | – | – | – | IRS |
| 990-PF | October 2023 | $2,878,726 | $2,848,463 | $54,694,063 | XML |
| 990-T | October 2023 | – | – | – | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-T | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $26,889,891 | $1,666,586 | $58,015,180 | XML |
| 990-T | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 20-5953051).
Questions about MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC
- What is the EIN of MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC?
- The employer identification number (EIN) of MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC is 20-5953051.
- Is MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MICHAEL AND CAROL LOWENSTEIN FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $13,636,011, expenses of $3,599,240 and total assets of $89,437,263 at year end.
Other nonprofits in GREENWICH
- ZOOM FOUNDATION EIN 06-1600601 · last filed 990-PF for 2025
- BERKLEY FOUNDATION FOR HISTORICAL BOOKS AND DOCUMENTS EIN 99-5033731 · last filed 990-PF for 2024
- JANE AND DANIEL OCH FAMILY FOUNDATION EIN 26-3791338 · last filed 990-PF for 2024
- BURSKY FAMILY FOUNDATION EIN 33-1531703 · last filed 990-PF for 2024
- LONE PINE FOUNDATION INC EIN 06-1637040 · last filed 990-PF for 2024
- AZCAT FOUNDATION EIN 81-4754238 · last filed 990-PF for 2025
- S & L MARX FOUNDATION INC EIN 20-0677535 · last filed 990-PF for 2024
- WOLVERINE FOUNDATION EIN 51-0394484 · last filed 990-PF for 2025
All nonprofits in GREENWICH · Connecticut · Philanthropy, voluntarism and grantmaking foundations