LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION (EIN 65-6358233)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349102619
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T15:37:28-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
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 | 2121 PONCE DE LEON BLVD STE 1100 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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) |
|---|---|---|
| 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 |
| Phone | 7186247570 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY L WEISS | PreparerPersonNm |
| PTIN | P00572593 | PTIN |
| Phone | 3054422200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,887,623 | 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 | $750,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $226,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $226,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $249,691 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,939,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $249,691 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,226,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $476,621 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,589 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,565 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,565 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $861,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $861,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $903,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $861,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $323,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $444,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,232 | CashBOYAmt |
| Cash EOY | $169 | CashEOYAmt |
| Cash EOYFMV | $169 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $302,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,115,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,115,377 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,654,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,362,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,795,535 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $940,974 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $575,264 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $573,460 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,551,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,720,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,403,082 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,322 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,080 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,459,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,783,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,887,623 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,485 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20,735 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $20,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,735 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $886,710 | CapitalStockBOYAmt |
| Capital Stock EOY | $886,710 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,552,220 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,875,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,438,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,762,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,459,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,783,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,438,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $323,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,762,468 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,762,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTERN TRUST | P | 2015-12-31 | $123,288 | $130,758 | -$7,470 | -$7,470 |
| NORTERN TRUST | P | 2015-12-31 | $2,681,665 | $2,558,947 | $122,718 | $122,718 |
| CAPITAL GAINS DIVIDENDS | P | $134,443 | $134,443 | $134,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $249,691 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $651,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,885,765 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073263 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,560,861 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,730,734 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.160405 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $542,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,740,445 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055644 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $538,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,570,584 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056214 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $555,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,638,282 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064249 | DistributionYr5Rt |
| Total Distribution | 0.409775 | TotalDistributionRt |
| Average Distribution | 0.081955 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,986,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $736,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,442 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $740,946 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $861,380 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $45 | EsPenaltyAmt |
| Overpayment | $4,593 | OverpaymentAmt |
| Applied To ES Tax | $4,593 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL B GOLDSTEIN | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 | 10.00 | $0 | $0 | $0 |
| TARA GREENWAY - LEIBOWITZ | ||||||||
| 234 CLINTON STREET | BROOKLYN | NY | 11201 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,422,697 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $700,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,123,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,123,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,986,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $449,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $449,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,442 | TotalTaxAmt |
| Distributable Before Adj | $444,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $444,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $444,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $861,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $861,380 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,442 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $856,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $444,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $133,811 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,330 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,612 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,090,602 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $215,788 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,574,143 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $861,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $444,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $416,488 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,990,631 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $133,811 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,856,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,330 | ExcessFromYear4Amt |
| Excess From Year3 | $64,612 | ExcessFromYear3Amt |
| Excess From Year2 | $1,090,602 | ExcessFromYear2Amt |
| Excess From Year1 | $215,788 | ExcessFromYear1Amt |
| Excess From Current Year | $416,488 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE LEIBOWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 15 RUTHERFORD PLACE | NEW YORK | NY | 10003 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| AMERICAN RED CROSS INT'L RESPONSE FUND | ||||||||
| PO BOX 37243 | WASHINGTON | DC | 20013 | NONE | PUBLIC | UNRESTRICTED | $12,000 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| BLACK CANARY INC | ||||||||
| 12 E 14TH STREET APT 5E | NEW YORK | NY | 10003 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75038 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| BROOKLYN BUREAU OF COMMUNITY SERVICE | ||||||||
| 285 SCHERMERHORN STREET | BROOKLYN | NY | 11217 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| CARE | ||||||||
| PO BOX 1871 | MERRIFIELD | VA | 221169753 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| CHILDREN INTERNATIONAL | ||||||||
| 2000 EAST RED BRIDGE ROAD | KANSAS CITY | MO | 64121 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| CHILDREN'S DEFENSE FUND | ||||||||
| 25 E STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA | ||||||||
| 1485 S SEMORAN BLVD SUITE 1448 | WINTER PARK | FL | 32792 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| CHRISTOPHER REEVE PARALYSIS FOUNDATION | ||||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLS | NJ | 07078 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| COVENANT HOUSE | ||||||||
| TIMES SQUARE STATION PO BOX 731 | NEW YORK | NY | 10108 | NONE | PUBLIC | UNRESTRICTED | $12,000 | |
| DEBRA OF AMERICA INC | ||||||||
| 16 EAST 41ST STREET 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| EASTERN PARALYZED VETERANS ASSOCIATION | ||||||||
| 54 NASHUA STREET | MILFORD | NH | 03055 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| FCNL | ||||||||
| 245 SECOND STREET NE | WASHINGTON | DC | 200025795 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| FINCA INTERNATIONAL INC | ||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| FLORIDA GRAND OPERA | ||||||||
| 8390 NW 25TH STREET | MIAMI | FL | 33122 | NONE | PUBLIC | UNRESTRICTED | $216,380 | |
| FOUNTAIN HOUSE | ||||||||
| 425 W 47TH STREET | NEW YORK | NY | 100362304 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| GIRLS INCORPORATED | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| GOWANUS CANAL CONSERVANCY | ||||||||
| PO BOX 150-652 | BROOKLYN | NY | 112159997 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| GREENBELT CONSERVANCY | ||||||||
| 200 NEVADA AVENUE | STATEN ISLAND | NY | 10306 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 121 HABITAT STREET | AMERICUS | GA | 317093498 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| HELPUSADOPTORG | ||||||||
| PO BOX 787 | NEW YORK | NY | 10150 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| HOSPICE EDUCATION INSTITUTE | ||||||||
| 3 UNITY SQUARE PO BOX 98 | MACHIASPORT | ME | 046550098 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 101183299 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC | UNRESTRICTED | $40,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| MEDICINE SHOW THEATRE ENSEMBLE | ||||||||
| 549 WEST 52ND STREET 3RD FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| MERCY CORPS | ||||||||
| 28 SW FIRST AVENUE | PORTLAND | OR | 97204 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| MIAMI SCIENCE MUSEUM | ||||||||
| 3280 SOUTH MIAMI AVENUE | MIAMI | FL | 33129 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| MULTIPLE SCLEROSIS FOUNDATION | ||||||||
| 6350 NORTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 333092130 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| NAAR - NATIONAL ALLIANCE FOR AUTISM RESEARCH | ||||||||
| 2 PARK AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| NAMI - NATIONAL ALLIANCE FOR THE MENTALLY ILL | ||||||||
| 3803 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| NATIONAL URBAN LEAGUE | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| NATIONAL VULVODYNIA ASSOCIATION | ||||||||
| PO BOX 4491 | SILVER SPRINGS | MD | 209144494 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| NEW YORK PUBLIC INTEREST RESEARCH GROUP | ||||||||
| 9 MURRAY STREET 3RD FLOOR | NEW YORK | NY | 100072223 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| NEW YORK RESTORATION PROJECT (NYRP) | ||||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| ONE SPIRIT LEARNING ALLIANCE | ||||||||
| 330 WEST 38TH STREET SUITE 1500 | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| OPERATION SMILE | ||||||||
| 6435 TIDEWATER DR | NORFOLK | VA | 23509 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY ST 5TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| PREVENT CHILD ABUSE AMERICA | ||||||||
| 228 SOUTH WABASH AVENUE 10TH FLOOR | CHICAGO | IL | 60604 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| PREVENT CHILD ABUSE NEW YORK | ||||||||
| 33 ELK STREET SUITE 201 | ALBANY | NY | 12207 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| PRO MUJER | ||||||||
| 253 W35TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| PROJECT HOPE | ||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| PSYCHOTHERAPY AND SPIRITUALITY INSTITUTE | ||||||||
| 74 TRINITY PLACE SUITE 612 | NEW YORK | NY | 10006 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| SAFE SPACE | ||||||||
| 295 LAFAYETTE STREET SUITE 920 | NEW YORK | NY | 10012 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 85 SECOND STREET SUITE 750 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| SMART RECOVERY | ||||||||
| 7304 MENTOR AVENUE SUITE F | MENTOR | OH | 44060 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| THE BARTON G KIDS HEAR NOW FOUNDATION | ||||||||
| 5061 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| THE CHILDREN'S AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| THE CORRECTIONAL LAW ASSOCIATION | ||||||||
| 2090 ADAM CLAYTON POWELL BLVD SUITE | NEW YORK | NY | 10027 | NONE | PUBLIC | UNRESTRICTED | $5,000 | 200 |
| THE FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | ||||||||
| 49 W 45TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| THE MICHAEL J FOX FOUNDATION | ||||||||
| CHURCH STREET STATION PO BOX 780 | NEW YORK | NY | 10008 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| THE NAVAJO HEALTH FOUNDATION | ||||||||
| 700 EAST JEFFERSON STREET SUITE 100 | PHOENIX | AZ | 85034 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| THE OSBORNE ASSOCIATION | ||||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| THEATER RESOURCES UNLIMITED | ||||||||
| 257 W 52ND STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| THIRTEEN | ||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| UNICEF | ||||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| WATER 1ST INTERNATIONAL | ||||||||
| 1904 3RD AVENUE SUITE 1012 | SEATTLE | WA | 98101 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| WNYC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW 20037-1193 PO | WASHINGTON | DC | 200907180 | NONE | PUBLIC | UNRESTRICTED | $5,000 | BOX 97180 |
| THE DOE FUND | ||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC | UNRISTRICTED | $5,000 | |
| DRANOFF INTERNATIONAL 2 PIANO FOUNDATION | ||||||||
| 3550 BISCAYNE BLVD SUITE 702 | MIAMI | FL | 33137 | NONE | PUBLIC | UNRISTRICTED | $5,000 | |
| THE JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL RD SUITE 550 | VIENNA | VA | 22182 | NONE | PUBLIC | UNRISTRICTED | $5,000 | |
| TRUST FOR CONVERVATION INNOVATION | ||||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | NONE | PUBLIC | UNRISTRICTED | $4,000 | |
| MULTIPLE SCLEROSIS FOUNDATION - STOP PAYMENT ON 2011 CHECK | ||||||||
| 6350 NORTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 333092130 | NONE | PUBLIC | UNRISTRICTED | -$5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $861,380 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,830 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $249,691 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $476,621 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $476,621 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIU INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $750,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,245 | Amt |
| Net Investment Income | $5,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $575,264 | EOYBookValueAmt |
| EOYFMV | $573,460 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,362,620 | EOYBookValueAmt |
| EOYFMV | $1,795,535 | EOYFMVAmt |
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 | $5,720,693 | BookValueAmt |
| EOYFMV | $5,403,082 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| BOY Book Value | $8,322 | BOYBookValueAmt |
| EOY Book Value | $9,080 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $22,315 | $22,315 | $0 |
| NY ANNUAL FILING FEE | $250 | $250 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LAWRENCE LEIBOWITZ | |||
| 234 CLINTON STREET | BROOKLYN | NY | 11201 |
| DOROTHY E LEIBOWITZ CHARITABLE LEAD TRUST | |||
| 2121 PONCE DE LEON BLVD 1100 | CORAL GABLES | FL | 33134 |
| CIU INC | |||
| 2121 PONCE DE LEON BLVD 1100 | CORAL GABLES | FL | 33134 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $4,589 | $4,589 | $0 |
| EXCISE TAX | $9,304 | $0 | $0 |