LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LEIBOWITZ-GREENWAY FAM CHARITABLE FOUNDATION (EIN 65-6358233)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349101163
- Schema version
- 2010v3.4
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T12:04:52-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDSTEIN SCHECHTER KOCH | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 PONCE DE LEON BLVD SUITE 1100 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656358233 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEIBOWITZ AND GREENWAY FAMILY CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEIB | NameControl |
| Phone | 7186247570 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 CLINTON STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE LEIBOWITZ | Name |
| Title | TRUSTEE | Title |
| Phone | 7186247570 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY L WEISS | Name |
| Phone | 3054422200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9695046 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 660000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 190438 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 190438 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 64679 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 64679 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 304939 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4307420 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 304939 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 230 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 230 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1220286 | TotalRevenueAndExpenses |
| Total Net Investment Income | 560286 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4625 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4625 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7126 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2838 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 16824 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 16574 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 28575 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24037 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 555000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 555000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 583575 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24037 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 555000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 636711 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 536249 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 465443 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 578493 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 578493 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 900912 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1248992 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1685584 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2018754 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2708675 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2095918 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2172283 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2878444 | InvestmentsOtherBOY |
| Investments Other EOY | 4483720 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4921196 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 5200 | OtherAssetsBOY |
| Other Assets EOY | 4320 | OtherAssetsEOY |
| Other Assets EOYFMV | 4320 | OtherAssetsEOYFMV |
| Total Assets BOY | 8207666 | TotalAssetsBOY |
| Total Assets EOY | 8848035 | TotalAssetsEOY |
| Total Assets EOYFMV | 9695046 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 8933 | AccountsPayableBOY |
| Accounts Payable EOY | 12645 | AccountsPayableEOY |
| Total Liabilities BOY | 8933 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12645 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 886710 | CapitalStockBOY |
| Capital Stock EOY | 886710 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 7312023 | RetainedEarningsBOY |
| Retained Earnings EOY | 7948680 | RetainedEarningsEOY |
| Total Net Assets BOY | 8198733 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8835390 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8207666 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8848035 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8198733 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 636711 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 8835444 | Subtotal |
| Other Decreases | 54 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8835390 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| NORTHERN TRUST | P | 398406 | 376057 | 22349 | 22349 |
| NORTHERN TRUST | P | 3822885 | 3626424 | 196461 | 196461 |
| CAPITAL GAINS DIVIDENDS | P | 86129 | 86129 | 86129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 304939 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 572000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7481158 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.076459 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 729000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8525699 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.085506 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 792000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9285881 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.085291 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 889000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8070175 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.110159 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1175000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6478367 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.181373 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.538788 | TotalDistributionRatio |
| Average Distribution Ratio | 0.107758 | AverageDistributionRatio |
| Net Noncharitable Assets | 8638282 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 930844 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5362 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 936206 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 555000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 10725 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10725 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10725 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4320 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4320 | TotalCreditsAndPayments |
| Penalty For Underpayment | 34 | PenaltyForUnderpayment |
| Tax Due | 6439 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL B GOLDSTEIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3054422200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 PONCE DE LEON BLVD 1100 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8452373 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 317456 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8769829 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8769829 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 131547 | CashDeemedCharitable |
| Net Noncharitable Assets | 8638282 | NetNoncharitableAssets |
| Minimum Investment Return | 431914 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 431914 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10725 | TaxBasedOnInvestmentIncome |
| Total Tax | 10725 | TotalTax |
| Distributable Amount Before Adj | 421189 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 421189 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 421189 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 555000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 555000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 555000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 421189 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 858276 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 497022 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 337325 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 307899 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 202230 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2202752 | TotalExcessDistriCarryover |
| Qualifying Distributions | 555000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 421189 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 133811 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2336563 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 858276 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1478287 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 497022 | ExcessFromYear4 |
| Excess From Year3 | 337325 | ExcessFromYear3 |
| Excess From Year2 | 307899 | ExcessFromYear2 |
| Excess From Year1 | 202230 | ExcessFromYear1 |
| Excess From Current Year | 133811 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE LEIBOWITZ | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR AIDS RESEARCH | ||||||||
| 120 WALL STREET 13TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| 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 | $15,000 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75038 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| BROOKLYN BUREAU OF COMMUNITY SERVICE | ||||||||
| 285 SCHERMERHORN STREET | BROOKLYN | NY | 11217 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| 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 | $8,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA | ||||||||
| 1485 S SEMORAN BLVD SUITE 1448 | WINTER PARK | FL | 32792 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| CHRISTOPHER REEVE PARALYSIS FOUNDATION | ||||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLS | NJ | 07078 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| 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 | $7,000 | |
| 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 | $2,000 | |
| FINCA INTERNATIONAL INC | ||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| FOUNTAIN HOUSE | ||||||||
| 425 W 47TH STREET | NEW YORK | NY | 100362304 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| FCNL EDUCATION FUND | ||||||||
| 245 SECOND STREET NE | WASHINGTON | DC | 200025795 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| GIRLS INCORPORATED | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| GMHC | ||||||||
| 119 WEST 24 STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 121 HABITAT STREET | AMERICUS | GA | 317093498 | NONE | PUBLIC | UNRESTRICTED | $12,000 | |
| HOSPICE EDUCATION INSTITUTE | ||||||||
| 3 UNITY SQUARE PO BOX 98 | MACHIASPORT | ME | 046550098 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| 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 | |
| LAWYERS FOR CHILDREN | ||||||||
| 110 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| LAWYERS FOR CHILDREN AMERICA | ||||||||
| 151 FARMINGTON AVENUE RW61 | HARTFORD | CT | 06156 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| MEDICINE SHOW THEATRE ENSEMBLE | ||||||||
| 549 WEST 52ND STREET 3RD FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| MULTIPLE SCLEROSIS FOUNDATION | ||||||||
| 6350 NORTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 333092130 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| NAAR - NATIONAL ALLIANCE FOR AUTISM RESEARCH | ||||||||
| 2 PARK AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| 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 | |
| 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 | $3,000 | |
| PREVENT CHILD ABUSE AMERICA | ||||||||
| 500 NORTH MICHIGAN AVENUE SUITE 200 | CHICAGO | IL | 60611 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| PROJECT HOPE | ||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| 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 | $7,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| THE CHILDREN'S AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC | UNRESTRICTED | $12,000 | |
| THE CORRECTIONAL LAW ASSOCIATION | ||||||||
| 2090 ADAM CLAYTON POWELL BLVD SUITE | NEW YORK | NY | 10027 | NONE | PUBLIC | UNRESTRICTED | $5,000 | 200 |
| THE FIELD FBO WOOD DANCE | ||||||||
| 161 SIXTH AVENUE AT SPRING ST | NEW YORK | NY | 10013 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| THE FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| 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 | $3,000 | |
| THE OSBORNE ASSOCIATION | ||||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| UNICEF | ||||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW 20037-1193 PO | WASHINGTON | DC | 200907180 | NONE | PUBLIC | UNRESTRICTED | $4,000 | BOX 97180 |
| BLACK CANARY INC | ||||||||
| 12 E 14TH STREET APT 5E | NEW YORK | NY | 10003 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 555000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $190,438 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $64,679 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $230 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $304,939 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $560,286 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 560286 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DOROTHY E LEIBOWITZ CHARITABLE LEAD | 2121 PONCE DE LEON BLVD 1100 | CORAL GABLES | FL | 33134 | 300000 | X |
| 2 | LAWRENCE LEIBOWITZ | 234 CLINTON STREET | BROOKLYN | NY | 11201 | 360000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,625 | Amount |
| Net Investment Income | 4625 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 2095918 | EOYBookValue |
| EOYFMV | 2172283 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 1685584 | EOYBookValue |
| EOYFMV | 2018754 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 4483720 | BookValue |
| EOYFMV | 4921196 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID EXCISE TAXES | Description |
| BOY Book Value | 5200 | BOYBookValue |
| EOY Book Value | 4320 | EOYBookValue |
| EOYFMV | 4320 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX PENALTIES | Description |
| Amount | $54 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BROKERAGE FEES | 16574 | 16574 | 0 |
| NY ANNUAL FILING FEE | 250 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 230 | RevenueAndExpensesPerBooks |
| Net Investment Income | 230 | NetInvestmentIncome |
| Adjusted Net Income | 230 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LAWRENCE LEIBOWITZ | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 CLINTON STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11201 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX PAID | $2,838 | 2838 | 0 |
| EXCISE TAX | $4,288 | 0 | 0 |