2020-07-08T16:33:14-05:00 2019-12-31 FOLEY & LARDNER LLP 777 E WISCONSIN AVE MILWAUKEE WI 532025306 990PF 2019-01-01 367632256 SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION % SHERI KOLE SHEL 6082949440 2201 LAKELAND AVE MADISON WI 53704 SHERI KOLE TRUSTEE 7328050005 2020-06-30 true JASON J KOHOUT P01397759 4142712400 2020-06-14 2019 2022-09-23 18:48:47Z X 13971642 X 1422206 5513 5513 301455 301437 294303 3849529 294304 41120 20630 2064597 621884 0 5885 0 0 5885 77125 75625 1500 6833 3484 9198 9183 15 99041 88292 0 7400 603700 603700 702741 88292 0 611100 1361856 533592 4202208 52671 52671 22272 3246 22272 22272 6798828 11167450 11756990 1000316 2125966 2139709 12004598 13368359 13971642 0 0 X 12004598 13368359 12004598 13368359 12004598 1361856 1905 13368359 13368359 SEE ATTACHED SCHEDULE P 2183621 2054635 129443 128986 SEE ATTACHED SCHEDULE P 1625317 1501047 124270 124270 CAPITAL GAIN DIVIDENDS P 40523 294304 false 31056 2051003 0.015142 70 1226 0.057096 70 1289 0.054306 70 1352 0.051775 0.178319 0.04458 12354467 550762 5336 556098 611100 X 5336 5336 5336 1500 1500 3836 false false false false false true true false true true IL WI true false false false false true SHERI KOLE 7328050005 2106 ARBOR WAY MARTINSVILLE NJ 08836 false false false false false false false false false false false false false false false false false false false false false false DALE LEIBOWITZ 2201 LAKELAND AVE MADISON WI 53704 TRUSTEE 0.5 0 0 0 SHERI KOLE 2106 ARBOR WAY MARTINSVILLE NJ 08836 TRUSTEE 0.5 0 0 0 DONATIONS TO TAX-EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV. 603700 11656889 885717 0 12542606 0 12542606 188139 12354467 617723 617723 5336 5336 612387 612387 612387 611100 0 0 0 0 611100 5336 605764 612387 69979 2017 2016 2015 0 611100 69979 541121 0 0 0 0 71266 2363618 320540 194369 1334863 496989 16857 X SEE ATTACHED SCHEDULE VARIOUS VARIOUS WI 00000 NONE PC SEE ATTACHED SCHEDULE 603700 603700 14 5513 900099 18 14 301437 900099 -1 18 294304 ARROWMARK INC OPP FD QP - PORTFOLIO INC 18 1760 OAKTREE GLOBAL CREDIT FD - PORTFOLIO INC 18 2922 AG DIRECT LENDING FD III - ORDINARY INC 900099 20490 18 15948 20507 621884 642391 false false false false false false false false false false X X 1 SHELDON L LEIBOWITZ CHARITABLE LEAD PO BOX 1709 DEERFIELD IL 60015 1415060 X EXCHANGE TRADED FUNDS (ETFS) 2833973 3256011 MUTUAL FUNDS 7765426 7836654 STOCKS 568051 664325 FOLEY & LARDNER LLP 5885 5885 ARROWMARK INCOME OPP FD QP LP 498072 742383 746345 OAKTREE GLOBAL CREDIT FD LP 498127 745299 757717 AG DIRECT LENDING FUND III LP 4117 638284 635647 ILLINOIS ANNUAL FILING FEE 15 15 PORTFOLIO DEDUCTIONS FROM LP'S 9183 9183 ARROWMARK INCOME OPP FUND QP LP 1760 1760 OAKTREE GLOBAL CREDIT FUND LP 2922 2922 AG DIRECT LENDING FUND III LP 36438 15948 BOOK TO TAX COST ADJUSTMENTS 1905 MANAGEMENT FEES 75625 75625 CONSULTANT/DESIGN FEES 1500 1500 FOREIGN TAXES PAID 3484 3484 EXCISE TAX PAYMENT 1495 ESTIMATED TAX PAYMENTS 1500 FORM 990-T TAX PAYMENT 354