STRATEGY STUDIO / PUBLIC DATA EXPLORER

LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION (EIN 65-6358233)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201543179349101724
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-13T14:21:33-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650209137PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOLDSTEIN SCHECHTER KOCHBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12121 PONCE DE LEON BLVD STE 1100AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN656358233EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEIBOWITZ AND GREENWAY FAMILY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEIBBusinessNameControlTxt
Phone7186247570PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1234 CLINTON STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAWRENCE LEIBOWITZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7186247570PhoneNum
Signature2015-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY L WEISSPreparerPersonNm
PTINP00572593PTIN
Phone3054422200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,203,074FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$700,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$222,808DividendsRevAndExpnssAmt
Dividends Net Invst Incm$222,808DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$256,679NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,670,703GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$256,679CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,283OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,283OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,184,770TotalRevAndExpnssAmt
Total Net Invst Incm$484,770TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,340AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,340AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$13,553TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,398TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,493OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,243OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,386TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,981TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$651,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$651,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$690,386TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,981TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$651,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$494,384ExcessRevenueOverExpensesAmt
Net Investment Income$453,789NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,148CashBOYAmt
Cash EOY$1,232CashEOYAmt
Cash EOYFMV$1,232CashEOYFMVAmt
Sav And Temp Cash Invst BOY$183,139SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$302,732SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$302,732SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,122,416CorporateStockBOYAmt
Corporate Stock EOY$1,654,568CorporateStockEOYAmt
Corporate Stock EOYFMV$2,257,916CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,309,759CorporateBondsBOYAmt
Corporate Bonds EOY$940,974CorporateBondsEOYAmt
Corporate Bonds EOYFMV$951,236CorporateBondsEOYFMVAmt
Other Investments BOY$5,341,817OtherInvestmentsBOYAmt
Other Investments EOY$5,551,587OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,681,636OtherInvestmentsEOYFMVAmt
Other Assets BOY$162OtherAssetsBOYAmt
Other Assets EOY$8,322OtherAssetsEOYAmt
Other Assets EOYFMV$8,322OtherAssetsEOYFMVAmt
Total Assets BOY$7,958,441TotalAssetsBOYAmt
Total Assets EOY$8,459,415TotalAssetsEOYAmt
Total Assets EOYFMV$9,203,074TotalAssetsEOYFMVAmt
Accounts Payable BOY$13,895AccountsPayableBOYAmt
Accounts Payable EOY$20,485AccountsPayableEOYAmt
Total Liabilities BOY$13,895TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,485TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$886,710CapitalStockBOYAmt
Capital Stock EOY$886,710CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,057,836RetainedEarningBOYAmt
Retained Earning EOY$7,552,220RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,944,546TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,438,930TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,958,441TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,459,415TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,944,546TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$494,384ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,438,930SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,438,930TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUSTP2014-12-31$371,645$377,432-$5,787-$5,787
NORTHERN TRUSTP2014-12-31$2,155,608$2,036,592$119,016$119,016
CAPITAL GAINS DIVIDENDSP$143,450$143,450$143,450
FieldValueIRS element (for citing)
Capital Gain Net Income$256,679CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,560,861AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,730,734NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.160405DistributionYr1Rt
Adjusted Qlfy Distri Yr2$542,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,740,445NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055644DistributionYr2Rt
Adjusted Qlfy Distri Yr3$538,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,570,584NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056214DistributionYr3Rt
Adjusted Qlfy Distri Yr4$555,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,638,282NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064249DistributionYr4Rt
Adjusted Qlfy Distri Yr5$572,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,481,158NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.076459DistributionYr5Rt
Total Distribution0.412971TotalDistributionRt
Average Distribution0.082594AverageDistributionRt
Net Vl Noncharitable Assets$8,885,765NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$733,911AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,538NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$738,449AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$651,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,076InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,076SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,076TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,160EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,160TotalPaymentsAndCreditsAmt
Es Penalty$66EsPenaltyAmt
Tax Due$982TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL B GOLDSTEINIndividualWithBooksNm
Phone3054422200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12121 PONCE DE LEON BLVD 1100AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE LEIBOWITZ
234 CLINTON STREETBROOKLYNNY11201TRUSTEE10.00$0$0$0
TARA GREENWAY - LEIBOWITZ
234 CLINTON STREETBROOKLYNNY11201TRUSTEE10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,876,344AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$144,737AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,021,081TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,021,081AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$135,316CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,885,765NetVlNoncharitableAssetsAmt
Minimum Investment Return$444,288MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$444,288MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,076TaxBasedOnInvestmentIncomeAmt
Total Tax$9,076TotalTaxAmt
Distributable Before Adj$435,212DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$435,212DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$435,212DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$651,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$651,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$651,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$435,212DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$202,230ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$133,811ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$69,330ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$64,612ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,090,602ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,560,585TotalExcessDistributionCyovAmt
Qualifying Distributions$651,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$435,212AppliedToCurrentYearAmt
Remaining Distri From Corpus$215,788RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,776,373TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$202,230ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,574,143ExcessDistriCyovToNextYrAmt
Excess From Year4$133,811ExcessFromYear4Amt
Excess From Year3$69,330ExcessFromYear3Amt
Excess From Year2$64,612ExcessFromYear2Amt
Excess From Year1$1,090,602ExcessFromYear1Amt
Excess From Current Year$215,788ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAWRENCE LEIBOWITZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460NONEPUBLICUNRESTRICTED$3,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREET 29TH FLOORNEW YORKNY10005NONEPUBLICUNRESTRICTED$5,000
AMERICAN FRIENDS SERVICE COMMITTEE
15 RUTHERFORD PLACENEW YORKNY10003NONEPUBLICUNRESTRICTED$20,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPUBLICUNRESTRICTED$5,000
AMERICAN RED CROSS INT'L RESPONSE FUND
PO BOX 37243WASHINGTONDC20013NONEPUBLICUNRESTRICTED$12,000
AMNESTY INTERNATIONAL USA
5 PENN PLAZANEW YORKNY10001NONEPUBLICUNRESTRICTED$20,000
BLACK CANARY INC
12 E 14TH STREET APT 5ENEW YORKNY10003NONEPUBLICUNRESTRICTED$8,000
BROOKLYN BUREAU OF COMMUNITY SERVICE
285 SCHERMERHORN STREETBROOKLYNNY11217NONEPUBLICUNRESTRICTED$3,000
CARE
PO BOX 1871MERRIFIELDVA221169753NONEPUBLICUNRESTRICTED$25,000
CHILDREN INTERNATIONAL
2000 EAST RED BRIDGE ROADKANSAS CITYMO64121NONEPUBLICUNRESTRICTED$3,000
CHILDREN'S DEFENSE FUND
25 E STREET NWWASHINGTONDC20001NONEPUBLICUNRESTRICTED$6,000
CHILDREN'S HOME SOCIETY OF FLORIDA
1485 S SEMORAN BLVD SUITE 1448WINTER PARKFL32792NONEPUBLICUNRESTRICTED$6,000
CHRISTOPHER REEVE PARALYSIS FOUNDATION
636 MORRIS TURNPIKE SUITE 3ASHORT HILLSNJ07078NONEPUBLICUNRESTRICTED$4,000
COALITION FOR THE HOMELESS
129 FULTON STREETNEW YORKNY10038NONEPUBLICUNRESTRICTED$10,000
COVENANT HOUSE
TIMES SQUARE STATION PO BOX 731NEW YORKNY10108NONEPUBLICUNRESTRICTED$12,000
DEBRA OF AMERICA INC
16 EAST 41ST STREET 3RD FLOORNEW YORKNY10017NONEPUBLICUNRESTRICTED$4,000
DOCTORS WITHOUT BORDERS USA
333 7TH AVENUE 2ND FLOORNEW YORKNY10001NONEPUBLICUNRESTRICTED$35,000
EASTERN PARALYZED VETERANS ASSOCIATION
54 NASHUA STREETMILFORDNH03055NONEPUBLICUNRESTRICTED$3,000
FCNL
245 SECOND STREET NEWASHINGTONDC200025795NONEPUBLICUNRESTRICTED$15,000
FINCA INTERNATIONAL INC
1101 14TH ST NWWASHINGTONDC20005NONEPUBLICUNRESTRICTED$15,000
FLORIDA GRAND OPERA
8390 NW 25TH STREETMIAMIFL33122NONEPUBLICUNRESTRICTED$50,000
FOUNTAIN HOUSE
425 W 47TH STREETNEW YORKNY100362304NONEPUBLICUNRESTRICTED$5,000
GIRLS INCORPORATED
120 WALL STREETNEW YORKNY10005NONEPUBLICUNRESTRICTED$3,000
GOWANUS CANAL CONSERVANCY
PO BOX 150-652BROOKLYNNY112159997NONEPUBLICUNRESTRICTED$2,000
GREENBELT CONSERVANCY
200 NEVADA AVENUESTATEN ISLANDNY10306NONEPUBLICUNRESTRICTED$1,000
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA317093498NONEPUBLICUNRESTRICTED$10,000
HELPUSADOPTORG
PO BOX 787NEW YORKNY10150NONEPUBLICUNRESTRICTED$5,000
HOSPICE EDUCATION INSTITUTE
3 UNITY SQUARE PO BOX 98MACHIASPORTME046550098NONEPUBLICUNRESTRICTED$2,000
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOORNEW YORKNY101183299NONEPUBLICUNRESTRICTED$15,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168NONEPUBLICUNRESTRICTED$40,000
JUVENILE DIABETES RESEARCH FOUNDATION
120 WALL STREETNEW YORKNY10005NONEPUBLICUNRESTRICTED$5,000
MEDICINE SHOW THEATRE ENSEMBLE
549 WEST 52ND STREET 3RD FLOORNEW YORKNY10019NONEPUBLICUNRESTRICTED$4,000
MERCY CORPS
28 SW FIRST AVENUEPORTLANDOR97204NONEPUBLICUNRESTRICTED$15,000
MIAMI SCIENCE MUSEUM
3280 SOUTH MIAMI AVENUEMIAMIFL33129NONEPUBLICUNRESTRICTED$25,000
MULTIPLE SCLEROSIS FOUNDATION
6350 NORTH ANDREWS AVENUEFORT LAUDERDALEFL333092130NONEPUBLICUNRESTRICTED$5,000
NAAR - NATIONAL ALLIANCE FOR AUTISM RESEARCH
2 PARK AVENUE 11TH FLOORNEW YORKNY10016NONEPUBLICUNRESTRICTED$10,000
NAMI - NATIONAL ALLIANCE FOR THE MENTALLY ILL
3803 N FAIRFAX DR SUITE 100ARLINGTONVA22203NONEPUBLICUNRESTRICTED$15,000
NATIONAL URBAN LEAGUE
120 WALL STREETNEW YORKNY10005NONEPUBLICUNRESTRICTED$15,000
NATIONAL VULVODYNIA ASSOCIATION
PO BOX 4491SILVER SPRINGSMD209144494NONEPUBLICUNRESTRICTED$20,000
NEW YORK PUBLIC INTEREST RESEARCH GROUP
9 MURRAY STREET 3RD FLOORNEW YORKNY100072223NONEPUBLICUNRESTRICTED$2,000
NEW YORK RESTORATION PROJECT (NYRP)
254 WEST 31ST STREET 10TH FLOORNEW YORKNY10001NONEPUBLICUNRESTRICTED$2,000
ONE SPIRIT LEARNING ALLIANCE
330 WEST 38TH STREET SUITE 1500NEW YORKNY10018NONEPUBLICUNRESTRICTED$5,000
OPERATION SMILE
6435 TIDEWATER DRNORFOLKVA23509NONEPUBLICUNRESTRICTED$2,000
OXFAM AMERICA
226 CAUSEWAY ST 5TH FLOORBOSTONMA02114NONEPUBLICUNRESTRICTED$25,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
434 WEST 33RD STREETNEW YORKNY10001NONEPUBLICUNRESTRICTED$5,000
PREVENT CHILD ABUSE AMERICA
228 SOUTH WABASH AVENUE 10TH FLOORCHICAGOIL60604NONEPUBLICUNRESTRICTED$10,000
PREVENT CHILD ABUSE NEW YORK
33 ELK STREET SUITE 201ALBANYNY12207NONEPUBLICUNRESTRICTED$8,000
PRO MUJER
253 W35TH STREET 11TH FLOORNEW YORKNY10001NONEPUBLICUNRESTRICTED$5,000
PROJECT HOPE
255 CARTER HALL LANEMILLWOODVA22646NONEPUBLICUNRESTRICTED$15,000
PSYCHOTHERAPY AND SPIRITUALITY INSTITUTE
74 TRINITY PLACE SUITE 612NEW YORKNY10006NONEPUBLICUNRESTRICTED$10,000
SAFE SPACE
295 LAFAYETTE STREET SUITE 920NEW YORKNY10012NONEPUBLICUNRESTRICTED$7,000
SOUTH FLORIDA COUNCIL
15255 NW 82ND AVENUEMIAMI LAKESFL33016NONEPUBLICUNRESTRICTED$3,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONEPUBLICUNRESTRICTED$5,000
THE BARTON G KIDS HEAR NOW FOUNDATION
5061 BISCAYNE BLVDMIAMIFL33137NONEPUBLICUNRESTRICTED$3,000
THE CHILDREN'S AID SOCIETY
105 EAST 22ND STREETNEW YORKNY10010NONEPUBLICUNRESTRICTED$10,000
THE CORRECTIONAL LAW ASSOCIATION
2090 ADAM CLAYTON POWELL BLVD SUITENEW YORKNY10027NONEPUBLICUNRESTRICTED$5,000200
THE FRESH AIR FUND
633 THIRD AVENUE 14TH FLOORNEW YORKNY10017NONEPUBLICUNRESTRICTED$8,000
THE MICHAEL J FOX FOUNDATION
CHURCH STREET STATION PO BOX 780NEW YORKNY10008NONEPUBLICUNRESTRICTED$4,000
THE NAVAJO HEALTH FOUNDATION
700 EAST JEFFERSON STREET SUITE 100PHOENIXAZ85034NONEPUBLICUNRESTRICTED$3,000
THE OSBORNE ASSOCIATION
809 WESTCHESTER AVENUEBRONXNY10455NONEPUBLICUNRESTRICTED$5,000
THEATER RESOURCES UNLIMITED
257 W 52ND STREETNEW YORKNY10019NONEPUBLICUNRESTRICTED$2,000
THIRTEEN
825 EIGHT AVENUENEW YORKNY10019NONEPUBLICUNRESTRICTED$3,000
UNICEF
3 UNITED NATIONS PLAZANEW YORKNY10017NONEPUBLICUNRESTRICTED$15,000
WATER 1ST INTERNATIONAL
1904 3RD AVENUE SUITE 1012SEATTLEWA98101NONEPUBLICUNRESTRICTED$3,000
WNYC RADIO
160 VARICK STREETNEW YORKNY10013NONEPUBLICUNRESTRICTED$3,000
WORLD WILDLIFE FUND
1250 24TH STREET NW 20037-1193 POWASHINGTONDC200907180NONEPUBLICUNRESTRICTED$4,000BOX 97180
THE GILDER LEHRMAN INSTITUTE
49 W 45TH STREETNEW YORKNY10036NONEPUBLICUNRESTRICTED$3,000
SMART RECOVERY
7304 MENTOR AVENUE SUITE FMENTOROH44060NONEPUBLICUNRESTRICTED$10,000
SIERRA CLUB FOUNDATION
85 SECOND STREET SUITE 750SAN FRANCISCOCA94105NONEPUBLICUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$651,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$222,808ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,283ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$256,679ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$484,770ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$484,770TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCIU INCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12121 PONCE DE LEON BLVD 1100AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Total Contributions$700,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,340Amt
Net Investment Income$6,340NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$940,974EOYBookValueAmt
EOYFMV$951,236EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$1,654,568EOYBookValueAmt
EOYFMV$2,257,916EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$5,551,587BookValueAmt
EOYFMV$5,681,636EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXCISE TAXESDesc
BOY Book Value$162BOYBookValueAmt
EOY Book Value$8,322EOYBookValueAmt
EOYFMV$8,322EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE FEES$19,243$19,243$0
NY ANNUAL FILING FEE$250$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$5,283RevenueAndExpensesPerBooksAmt
Net Investment Income$5,283NetInvestmentIncomeAmt
Adjusted Net Income$5,283AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
LAWRENCE LEIBOWITZ
234 CLINTON STREETBROOKLYNNY11201
DOROTHY E LEIBOWITZ CHARITABLE LEAD TRUST
2121 PONCE DE LEON BLVD 1100CORAL GABLESFL33134
CIU INC
2121 PONCE DE LEON BLVD 1100CORAL GABLESFL33134

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$5,398$5,398$0
EXCISE TAX$8,155$0$0