LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION (EIN 65-6358233)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-02-09
- IRS object ID
- 201810409349100706
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-09T12:03:02-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Disaster Relief | HURRICANE IRMA RELIEF | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 2ND STREET SUITE 1700 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656358233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leibowitz and Greenway Family Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL B GOLDSTEIN | InCareOfNm |
| Business Name Control | LEIB | BusinessNameControlTxt |
| Phone | 7186247570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 Clinton Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE LEIBOWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2018-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATASHA HYLTON | PreparerPersonNm |
| PTIN | P01270571 | PTIN |
| Phone | 3053818000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.106.241.244 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 65230320180405000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-02-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 78F33DFE095FF3061B626FFE7E3BB104C5EBD368 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FEEBD1A0377C1DCA211F7895E5908ABCBFCF7F32 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,920,036 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $213,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$108,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,227,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,233 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,233 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $123,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,196 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $21,654 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,654 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,266 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $48,440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,440 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $74,360 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $458,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $458,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $532,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$409,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $169 | CashBOYAmt |
| Cash EOY | $170 | CashEOYAmt |
| Cash EOYFMV | $170 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,115,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,336,501 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,336,501 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,362,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,148,864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,565,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $575,264 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $272,425 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $252,972 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,720,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,611,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,764,569 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,080 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,593 | OtherAssetsEOYAmt |
| Total Assets BOY | $8,783,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,374,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,920,036 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,735 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20,985 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $20,735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,985 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $886,710 | CapitalStockBOYAmt |
| Capital Stock EOY | $886,710 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,875,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,466,580 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,762,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,353,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,783,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,374,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,762,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$409,179 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,353,289 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,353,289 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST | P | 2016-01-01 | 2016-12-31 | $224,133 | $207,416 | $16,717 | $16,717 |
| NORTHERN TRUST | P | 2015-01-01 | 2016-12-31 | $2,983,990 | $3,128,548 | -$144,558 | -$144,558 |
| CAPITAL GAIN DISTRIBUTIONS | $19,826 | $19,826 | $19,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$127,841 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $856,938 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,986,686 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095356 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $651,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,885,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073263 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,560,861 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,730,734 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.160405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $542,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,740,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055644 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $538,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,570,584 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056214 | DistributionYr5Rt |
| Total Distribution | 0.440882 | TotalDistributionRt |
| Average Distribution | 0.088176 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,770,273 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $773,328 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,568 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $774,896 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $458,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,137 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,137 | SubtotalAmt |
| Tax Based On Investment Income | $3,137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,593 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,593 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,456 | OverpaymentAmt |
| Applied To ES Tax | $1,456 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL B GOLDSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3054422200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 PONCE DE LEON BLVD 1100 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE LEIBOWITZ | ||||||||
| 234 CLINTON STREET | BROOKLYN | NY | 11201 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| TARA GREENWAY - LEIBOWITZ | ||||||||
| 234 CLINTON STREET | BROOKLYN | NY | 11201 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,677,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,226,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,903,830 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,903,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,770,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $438,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $438,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,137 | TotalTaxAmt |
| Distributable Before Adj | $435,377 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $435,377 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $435,377 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $458,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $458,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $435,377 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $69,330 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,612 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,090,602 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $215,788 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $416,488 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,856,820 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $435,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,623 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,879,443 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $69,330 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,810,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,612 | ExcessFromYear4Amt |
| Excess From Year3 | $1,090,602 | ExcessFromYear3Amt |
| Excess From Year2 | $215,788 | ExcessFromYear2Amt |
| Excess From Year1 | $416,488 | ExcessFromYear1Amt |
| Excess From Current Year | $22,623 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE LEIBOWITZ | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE GILDER LEHRMAN INST | ||||||||
| 49 W 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $3,000 | |
| THIRTEEN | ||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED | $5,000 | |
| BIG BROTHERS BIG SISTERS OF MIAMI | ||||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | NONE | PC | UNRESTRICTED | $5,000 | |
| SOUTH FLORIDA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 15255 NW 82ND AVE | HIALEAH | FL | 33016 | NONE | PC | UNRESTRICTED | $5,000 | |
| NEW YORK RESTORATION PROJECT | ||||||||
| 254 WEST 31ST STREET SUITE 1500 | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $5,000 | |
| THE CORRECTIONAL ASSOCIATION | ||||||||
| 2090 ADAM CLAYTON POWELL BLVD | NEW YORK | NY | 10027 | NONE | PC | UNRESTRICTED | $5,000 | SUITE 200 |
| THE OSBORNE ASSOCIATION | ||||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | NONE | PC | UNRESTRICTED | $5,000 | |
| DRANOFF INTERNATIONAL 2 PIANO FOUNDATION | ||||||||
| 3550 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | UNRESTRICTED | $5,000 | SUITE 720 |
| DEBRA OF AMERICA INC | ||||||||
| 16 EAST 41ST STREET 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $4,000 | |
| WNYC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED | $5,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW 20037-1193 | WASHINGTON | DC | 200907180 | NONE | PC | UNRESTRICTED | $5,000 | PO BOX 97180 |
| THE JANE GOODALL INSTIT | ||||||||
| 1595 SPRING HILL RD | VIENNA | VA | 22182 | NONE | PC | UNRESTRICTED | $5,000 | SUITE 550 |
| MIAMI SCIENCE MUSEUM | ||||||||
| 3280 SOUTH MIAMI AVENUE | MIAMI | FL | 33129 | NONE | PC | UNRESTRICTED | $5,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $5,000 | |
| DOE FUND INC | ||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED | $5,000 | |
| TRUST FOR CONSERVATION INNOVATION | ||||||||
| 405 14TH STREET | OAKLAND | CA | 94612 | NONE | PC | UNRESTRICTED | $4,000 | SUITE 164 |
| GREENBELT CONSERVANCY | ||||||||
| 200 NEVADA AVENUE | STATEN ISLAND | NY | 10306 | NONE | PC | UNRESTRICTED | $2,000 | |
| THEATER RESOURCES UNLIMITED | ||||||||
| 257 W 52ND STREET | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED | $2,000 | |
| GOWANUS CANAL CONSERVANCY | ||||||||
| PO BOX 150-652 | BROOKLYN | NY | 112159997 | NONE | PC | UNRESTRICTED | $2,000 | |
| THE BARTON G KIDS HEAR NOW FOUNDATION | ||||||||
| 5061 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | UNRESTRICTED | $3,000 | |
| THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | ||||||||
| 49 W 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $3,000 | |
| WATER 1ST INTERNATIONAL | ||||||||
| 1904 3RD AVENUE | SEATTLE | WA | 98101 | NONE | PC | UNRESTRICTED | $3,000 | SUITE 1012 |
| CHRISTOPHER REEVE PARALYSIS FOUNDATION | ||||||||
| 636 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | NONE | PC | UNRESTRICTED | $4,000 | SUITE 3A |
| WONDERWORK | ||||||||
| 411 FIFTH AVENUE SUITE 702 | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED | $4,000 | |
| MEDICINE SHOW THEATRE ENSEMBLE INC | ||||||||
| 549 WEST 52ND STREET 3RD FLOOR | NEW YORK | NY | 10019 | NONE | UNRESTRICTED | $4,000 | ||
| GIRLS INCORPORATED | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $4,000 | |
| EASTERN PARALYZED VETERANS ASSOCIATION | ||||||||
| 54 NASHUA STREET | MILFORD | NH | 03055 | NONE | PC | UNRESTRICTED | $4,000 | |
| NYPIRG NEW YORK PUBLIC INTEREST RESEARCH GROUP | ||||||||
| 9 MURRAY STREET 3RD FLOOR | NEW YORK | NY | 100072223 | NONE | PC | UNRESTRICTED | $4,000 | |
| HOSPICE EDUCATION INSTITUTE | ||||||||
| 3 UNITY SQUARE PO BOX 98 | MACHIASPORT | ME | 046550098 | NONE | PC | UNRESTRICTED | $4,000 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESE | ||||||||
| CHURCH STREET STATION PO BOX 780 | NEW YORK | NY | 10008 | NONE | PC | UNRESTRICTED | $4,000 | |
| HELPUSADOPTORG | ||||||||
| PO BOX 787 | NEW YORK | NY | 10150 | NONE | PC | UNRESTRICTED | $5,000 | |
| CHILDREN INTERNATIONAL | ||||||||
| 2000 EAST RED BRIDGE ROAD | KANSAS CITY | MO | 64121 | NONE | PC | UNRESTRICTED | $3,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | UNRESTRICTED | $5,000 | |
| FOUNTAIN HOUSE | ||||||||
| 425 W 47TH STREET | NEW YORK | NY | 100362304 | NONE | PC | UNRESTRICTED | $5,000 | |
| THE SIERRA CLUB FOUNDATION | ||||||||
| 85 SECOND STREET SUITE 750 | SAN FRANCISCO | CA | 94105 | NONE | PC | UNRESTRICTED | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | UNRESTRICTED | $5,000 | |
| ONE SPIRIT LEARNING ALLIANCE | ||||||||
| 330 WEST 38TH STREET SUITE 1500 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED | $5,000 | |
| PRO MUJER | ||||||||
| 253 W35TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $5,000 | |
| PROJECT HOPE | ||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | PC | UNRESTRICTED | $15,000 | |
| SMART RECOVERY | ||||||||
| 7304 MENTOR AVENUE SUITE F | MENTOR | OH | 44060 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE CHILDRENS AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PC | UNRESTRICTED | $10,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 121 HABITAT STREET | AMERICUS | GA | 317093498 | NONE | PC | UNRESTRICTED | $10,000 | |
| COVENANT HOUSE | ||||||||
| TIMES SQUARE STATION | NEW YORK | NY | 10108 | NONE | PC | UNRESTRICTED | $12,000 | PO BOX 731 |
| AMERICAN RED CROSS INTERNATIONAL RESPONSE FUND | ||||||||
| PO BOX 37243 | WASHINGTON | DC | 20013 | NONE | PC | UNRESTRICTED | $12,000 | |
| MERCY CORPS | ||||||||
| 28 SW FIRST AVENUE | PORTLAND | OR | 97204 | NONE | PC | UNRESTRICTED | $15,000 | |
| PREVENT CHILD ABUSE AMERICA | ||||||||
| 228 SOUTH WABASH AVENUE | CHICAGO | IL | 60604 | NONE | PC | UNRESTRICTED | $10,000 | 10TH FLOOR |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FLOORD | NEW YORK | NY | 101183299 | NONE | PC | UNRESTRICTED | $15,000 | |
| NATIONAL URBAN LEAGUE | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $15,000 | |
| US FUND FOR UNICEF | ||||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $15,000 | |
| FINCA INTERNATIONAL INC | ||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $20,000 | |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL | ||||||||
| 1101 KERMIT DR 605 | NASHVILLE | TN | 37217 | NONE | PC | UNRESTRICTED | $20,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED | $15,000 | |
| SAFE SPACE | ||||||||
| 295 LAFAYETTE STREET | NEW YORK | NY | 10012 | NONE | PC | UNRESTRICTED | $8,000 | SUITE 920 |
| MULTIPLE SCLEROSIS FOUNDATION | ||||||||
| 6350 NORTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 333092130 | NONE | PC | UNRESTRICTED | $5,000 | |
| NAAR - NATIONAL ALLIANCE FOR AUTISM RESEARCH | ||||||||
| 2 PARK AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED | $10,000 | |
| CHILDREN'S DEFENSE FUND | ||||||||
| 25 E STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $6,000 | |
| BROOKLYN BUREAU OF COMMUNITY SERVICE | ||||||||
| 285 SCHERMERHORN STREET | BROOKLYN | NY | 11217 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $8,000 | |
| BLACK CANARY INC | ||||||||
| 12 E 14TH STREET APT 5E | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $8,000 | |
| PREVENT CHILD ABUSE NEW YORK | ||||||||
| 33 ELK STREET SUITE 201 | ALBANY | NY | 12207 | NONE | PC | UNRESTRICTED | $10,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $10,000 | |
| PSYCHOTHERAPY AND SPIRITUALITY INSTITUTE | ||||||||
| 74 TRINITY PLACE SUITE 612 | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $10,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA | ||||||||
| 1485 S SEMORAN BLVD SUITE 1448 | WINTER PARK | FL | 32792 | NONE | PC | UNRESTRICTED | $6,000 | |
| OPERATION SMILE | ||||||||
| 6435 TIDEWATER DR | NORFOLK | VA | 23509 | NONE | PC | UNRESTRICTED | $2,000 | |
| THE NAVAJO HEALTH FOUNDATION | ||||||||
| 700 EAST JEFFERSON STREET | PHOENIX | AZ | 85034 | NONE | PC | UNRESTRICTED | $5,000 | SUITE 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $458,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$108,015 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $123,181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,181 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,611,721 | BookValueAmt |
| EOYFMV | $5,764,569 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | prepaid excise taxes | Desc |
| BOY Book Value | $9,080 | BOYBookValueAmt |
| EOY Book Value | $4,593 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT EXP | Desc |
| Revenue And Expenses Per Books | $48,440 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $48,440 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $17,233 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,233 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $21,654 | Amt |
| Net Investment Income | $21,654 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| foreign tax paid | $4,016 | $4,016 |
| excise tax | $250 | $250 |