BETA

SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION (EIN 36-7632256)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-08
IRS object ID
202031909349100828
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-08T16:33:14-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOLEY & LARDNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1777 E WISCONSIN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532025306ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367632256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHELDON L AND PEARL R LEIBOWITZBusinessNameLine1Txt
Business Name Line2DALE LEIBOWITZ LEGACY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% SHERI KOLEInCareOfNm
Business Name ControlSHELBusinessNameControlTxt
Phone6082949440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 LAKELAND AVEAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHERI KOLEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7328050005PhoneNum
Signature2020-06-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON J KOHOUTPreparerPersonNm
PTINP01397759PTIN
Phone4142712400PhoneNum
Preparation2020-06-14PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,971,642FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,422,206ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,513InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,513InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$301,455DividendsRevAndExpnssAmt
Dividends Net Invst Incm$301,437DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$294,303NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,849,529GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$294,304CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$41,120OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$20,630OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,064,597TotalRevAndExpnssAmt
Total Net Invst Incm$621,884TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$5,885LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$5,885LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$77,125OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$75,625OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,833TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,484TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$9,198OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,183OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$99,041TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$88,292TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$603,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$603,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$702,741TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$88,292TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$611,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,361,856ExcessRevenueOverExpensesAmt
Net Investment Income$533,592NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,202,208SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,671SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,671SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$22,272AcctRcvblAmt
Acct Rcvbl BOY$3,246AcctRcvblBOYAmt
Acct Rcvbl EOY$22,272AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$22,272AcctRcvblEOYFMVAmt
Corporate Stock BOY$6,798,828CorporateStockBOYAmt
Corporate Stock EOY$11,167,450CorporateStockEOYAmt
Corporate Stock EOYFMV$11,756,990CorporateStockEOYFMVAmt
Other Assets BOY$1,000,316OtherAssetsBOYAmt
Other Assets EOY$2,125,966OtherAssetsEOYAmt
Other Assets EOYFMV$2,139,709OtherAssetsEOYFMVAmt
Total Assets BOY$12,004,598TotalAssetsBOYAmt
Total Assets EOY$13,368,359TotalAssetsEOYAmt
Total Assets EOYFMV$13,971,642TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Tot Net Ast Or Fund Balances BOY$12,004,598TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,368,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,004,598TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,368,359TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,004,598TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,361,856ExcessRevenueOverExpensesAmt
Other Increases$1,905OtherIncreasesAmt
Subtotal$13,368,359SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,368,359TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED SCHEDULEP$2,183,621$2,054,635$129,443$128,986
SEE ATTACHED SCHEDULEP$1,625,317$1,501,047$124,270$124,270
CAPITAL GAIN DIVIDENDSP$40,523
FieldValueIRS element (for citing)
Capital Gain Net Income$294,304CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$31,056AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,051,003NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.015142DistributionYr1Rt
Adjusted Qlfy Distri Yr2$70AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,226NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057096DistributionYr2Rt
Adjusted Qlfy Distri Yr3$70AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,289NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054306DistributionYr3Rt
Adjusted Qlfy Distri Yr4$70AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,352NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051775DistributionYr4Rt
Total Distribution0.178319TotalDistributionRt
Average Distribution0.04458AverageDistributionRt
Net Vl Noncharitable Assets$12,354,467NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$550,762AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,336NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$556,098AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$611,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,336InvestmentIncomeExciseTaxAmt
Subtotal$5,336SubtotalAmt
Tax Based On Investment Income$5,336TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Tax Due$3,836TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHERI KOLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7328050005PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12106 ARBOR WAYAddressLine1Txt
CityMARTINSVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08836ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
DALE LEIBOWITZ
2201 LAKELAND AVEMADISONWI53704TRUSTEE0.5$0$0$0
SHERI KOLE
2106 ARBOR WAYMARTINSVILLENJ08836TRUSTEE0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO TAX-EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV.Description1Txt
Expenses1$603,700Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,656,889AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$885,717AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,542,606TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,542,606AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,139CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,354,467NetVlNoncharitableAssetsAmt
Minimum Investment Return$617,723MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$617,723MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,336TaxBasedOnInvestmentIncomeAmt
Total Tax$5,336TotalTaxAmt
Distributable Before Adj$612,387DistributableBeforeAdjAmt
Distributable Before Ded$612,387DistributableBeforeDedAmt
Distributable As Adjusted$612,387DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$611,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$611,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,336PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$605,764AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$612,387DistributableAsAdjustedAmt
Undistributed Income PY$69,979UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$611,100QualifyingDistributionsAmt
Applied To Year1$69,979AppliedToYear1Amt
Applied To Current Year$541,121AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$71,266UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,363,618ExcessDistriCyovToNextYrAmt
Excess From Year4$320,540ExcessFromYear4Amt
Excess From Year3$194,369ExcessFromYear3Amt
Excess From Year2$1,334,863ExcessFromYear2Amt
Excess From Year1$496,989ExcessFromYear1Amt
Excess From Current Year$16,857ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED SCHEDULEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VARIOUSAddressLine1Txt
CityVARIOUSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP00000ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE ATTACHED SCHEDULEGrantOrContributionPurposeTxt
Amt$603,700Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$603,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,513ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$18UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$301,437ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm-$1UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$294,304ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
ARROWMARK INC OPP FD QP - PORTFOLIO INC18$1,760
OAKTREE GLOBAL CREDIT FD - PORTFOLIO INC18$2,922
AG DIRECT LENDING FD III - ORDINARY INC18$15,948900099$20,490

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$20,507UnrelatedBusinessTaxblIncmAmt
Exclusion$621,884ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$642,391TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonSHELDON L LEIBOWITZ CHARITABLE LEADContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1709AddressLine1Txt
CityDEERFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,415,060TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDS (ETFS)$2,833,973$3,256,011
MUTUAL FUNDS$7,765,426$7,836,654
STOCKS$568,051$664,325

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFOLEY & LARDNER LLPCategoryTxt
Legal Fees$5,885LegalFeesAmt
Disbursements Charitable Prps$5,885DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARROWMARK INCOME OPP FD QP LP$498,072$742,383$746,345
OAKTREE GLOBAL CREDIT FD LP$498,127$745,299$757,717
AG DIRECT LENDING FUND III LP$4,117$638,284$635,647

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ILLINOIS ANNUAL FILING FEE$15$15
PORTFOLIO DEDUCTIONS FROM LP'S$9,183$9,183

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ARROWMARK INCOME OPP FUND QP LP$1,760$1,760
OAKTREE GLOBAL CREDIT FUND LP$2,922$2,922
AG DIRECT LENDING FUND III LP$36,438$15,948

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX COST ADJUSTMENTSDesc
Amt$1,905Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$75,625$75,625
CONSULTANT/DESIGN FEES$1,500$1,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$3,484$3,484
EXCISE TAX PAYMENT$1,495
ESTIMATED TAX PAYMENTS$1,500
FORM 990-T TAX PAYMENT$354

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