SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION (EIN 36-7632256)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201901349349103120
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T14:04:49-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY & LARDNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367632256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON L AND PEARL R LEIBOWITZ | BusinessNameLine1Txt |
| Business Name Line2 | DALE LEIBOWITZ LEGACY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHERI KOLE | InCareOfNm |
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 6082949440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 LAKELAND AVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERI KOLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7328050005 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON J KOHOUT | PreparerPersonNm |
| PTIN | P01397759 | PTIN |
| Phone | 4142712400 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 151.153.1.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39556220191345000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 516CA8FE4820834452EA7473957CE8436C6F617F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 516CA8FE4820834452EA7473957CE8436C6F617F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,809,401 | 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 | $11,956,591 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $72,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,993 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,708 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,021 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,046,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,237 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,056 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,056 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,025 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,470 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,470 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,056 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,551 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,002,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,175 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,202,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,202,208 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,246 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,246 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,246 | AcctRcvblEOYFMVAmt |
| Corporate Stock EOY | $6,798,828 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,599,830 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1,000,316 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,004,117 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,004,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,809,401 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Tot Net Ast Or Fund Balances BOY | $1,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,004,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,004,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,002,964 | ExcessRevenueOverExpensesAmt |
| Other Increases | $459 | OtherIncreasesAmt |
| Subtotal | $12,004,598 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,004,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $14,274 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,993 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,289 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054306 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,352 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051775 | DistributionYr3Rt |
| Total Distribution | 0.163177 | TotalDistributionRt |
| Average Distribution | 0.054392 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,051,003 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,558 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $747 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,305 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,056 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,495 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,495 | SubtotalAmt |
| Tax Based On Investment Income | $1,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,495 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI KOLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7328050005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2106 ARBOR WAY | AddressLine1Txt |
| City | MARTINSVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO TAX-EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV. | Description1Txt |
| Expenses1 | $30,000 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,094,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $988,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,082,237 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,082,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,051,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,495 | TotalTaxAmt |
| Distributable Before Adj | $101,055 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $101,055 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,055 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $31,056 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $31,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $3 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $31,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20 | ExcessDistributionCyovAppCYAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $69,979 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 N MICHIGAN AVE STE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL | $5,000 |
| COMMUNITY GROUNDWORKS INC | |||||||
| 2702 INTERNATIONAL LN STE 200 | MADISON | WI | 53704 | NONE | PC | GENERAL | $5,000 |
| FROGTOWN GARDENS | |||||||
| 941 LAFOND AVE BLDG D | ST PAUL | MN | 55104 | NONE | PC | GENERAL | $3,000 |
| NATIVE AMERICAN COMMUNITY CLINIC | |||||||
| 1213 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL | $3,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH STREET NW - 8TH FL | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $5,000 |
| REAP FOOD GROUP INC | |||||||
| 306 E WILSON ST 2W | MADISON | WI | 53703 | NONE | PC | GENERAL | $5,000 |
| RECLAIM | |||||||
| 771 RAYMOND AVE | ST PAUL | MN | 55114 | NONE | PC | GENERAL | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| ARROWMARK INC OPP FD QP - PORTFOLIO INC | 18 | $134 | ||
| OAKTREE GLOBAL CREDIT FD - PORTFOLIO INC | 18 | $457 | ||
| AG DIRECT LENDING FD III - ORDINARY INC | 18 | $1,430 | 900099 | $2,687 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,687 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,237 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,924 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SHELDON L LEIBOWITZ CHARITABLE LEAD | |||||||
| 1 | PO BOX 1709 | DEERFIELD | IL | 60015 | $7,983,812 | Yes (X) | |
| PURPLE MOON FOUNDATION INC | |||||||
| 2 | 2201 LAKELAND AVE | MADISON | WI | 53704 | $1,590,276 | Yes (X) | Yes (X) |
| FRANCES L NELSON FOUNDATION LTD | |||||||
| 3 | 2201 LAKELAND AVENUE | MADISON | WI | 53704 | $2,382,503 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | SEE ATTACHED SCHEDULE | $1,608,199 | 2018-12-11 |
| 3 | SEE ATTACHED SCHEDULE | $2,408,398 | 2018-12-11 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ETF'S, MUTUAL FUNDS, STOCK | StockNm |
| EOY Book Value | $6,798,828 | EOYBookValueAmt |
| EOYFMV | $6,599,830 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOLEY & LARDNER LLP | CategoryTxt |
| Legal Fees | $1,056 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,056 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARROWMARK INCOME OPP FD QP LP | $498,072 | $500,000 |
| OAKTREE GLOBAL CREDIT FD LP | $498,127 | $500,000 |
| AG DIRECT LENDING FUND III LP | $4,117 | $4,117 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $9,249 | $9,249 |
| PORTFOLIO DEDUCTIONS FROM LP'S | $1,221 | $1,221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ARROWMARK INCOME OPP FUND QP LP | $134 | $134 |
| OAKTREE GLOBAL CREDIT FUND LP | $457 | $457 |
| AG DIRECT LENDING FUND III LP | $4,117 | $1,430 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX COST ADJUSTMENTS | Desc |
| Amt | $459 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SHELDON L LEIBOWITZ CHARITABLE LEAD | |||
| PO BOX 1709 | DEERFIELD | IL | 60015 |
| PURPLE MOON FOUNDATION INC | |||
| 2201 LAKELAND AVE | MADISON | WI | 53704 |
| FRANCES L NELSON FOUNDATION LTD | |||
| 2201 LAKELAND AVENUE | MADISON | WI | 53704 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,025 | Amt |
| Net Investment Income | $2,025 | NetInvestmentIncomeAmt |
Comments