SHELDON L AND PEARL R LEIBOWITZ LEW LEIBOWITZ LEGACY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON L AND PEARL R LEIBOWITZ LEW LEIBOWITZ LEGACY FOUNDATION (EIN 36-7632254)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-26
- IRS object ID
- 202532699349100008
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-26T12:17:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362929601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FGMK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367632254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON L AND PEARL R LEIBOWITZ- | BusinessNameLine1Txt |
| Business Name Line2 | LEW LEIBOWITZ LEGACY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 8473740400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DR 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEW LEIBOWITZ | PersonNm |
| Person Title | SOLE TRUSTEE | PersonTitleTxt |
| Phone | 8473740400 | PhoneNum |
| Signature | 2025-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORMAN KELLERMAN | PreparerPersonNm |
| PTIN | P00024633 | PTIN |
| Phone | 8473740400 | PhoneNum |
| Preparation | 2025-09-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,739,388 | 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 | $1,413,444 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $382,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $382,728 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,358,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,992 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,864,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $450,720 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,408 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,204 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,204 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,268 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,634 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,634 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,298 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,527 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,861 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $575,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $575,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $663,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $585,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,200,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $372,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,257 | CashBOYAmt |
| Cash EOY | $6,038 | CashEOYAmt |
| Cash EOYFMV | $6,038 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $766,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $351,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $351,360 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $967,841 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,452,212 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,425,748 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,673,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,145,936 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,631,190 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $599,701 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $434,644 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $464,600 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $981,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,797,404 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,845,692 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,203 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,760 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,760 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,001,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,202,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,739,388 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,001,626 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,202,355 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,001,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,202,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,001,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,202,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,001,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,200,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,202,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,202,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH #4008 | $221,593 | $227,479 | -$5,886 | -$5,886 | |
| MERRILL LYNCH #4008 | $905,573 | $1,103,373 | -$197,800 | -$197,800 | |
| IRONWOOD | $1,236 | $1,236 | $1,236 | P | |
| EA FOUNDATION LLC - MERRILL LYNCH #4010 | $1,151,665 | $1,142,123 | $9,542 | $9,542 | |
| EA FOUNDATION LLC - MERRILL LYNCH #4010 | $2,002,674 | $1,817,289 | $185,385 | $185,385 | |
| CAPITAL GAINS DIVIDENDS | $75,515 | $75,515 | $75,515 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,992 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,179 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,179 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,821 | OverpaymentAmt |
| Applied To ES Tax | $5,821 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NORMAN KELLERMAN | IndividualWithBooksNm |
| Phone | 8473740400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AVAILABLE UPON REQUEST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DR 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SOLE TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,656,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $677,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,333,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,333,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $230,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,103,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $755,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $755,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,179 | TotalTaxAmt |
| Distributable Before Adj | $750,011 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $750,011 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $750,011 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $585,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $585,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $750,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $562,990 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $585,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $562,990 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,390 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $727,621 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $50,000 |
| ALL CHICAGO | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 60661 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $25,000 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $25,000 |
| COMMUNITY PARTNERS FOR AFFORDABLE HOUSING | |||||||
| 800 S MILWAUKEE AVE STE 201 | LIBERTYVILLE | IL | 60048 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $20,000 |
| DEBORAH'S PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $15,000 |
| ENVIRONMENTAL LAW & POLICY CENTER | |||||||
| 35 E WACKER DR STE 1600 | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $25,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $30,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $30,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $45,000 |
| JEWISH COUNCIL ON URBAN AFFAIRS | |||||||
| 4411 N RAVENSWOOD AVE SUITE 300 | CHICAGO | IL | 60640 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $25,000 |
| NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE STE 2000 | CHICAGO | IL | 60622 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $25,000 |
| NRDC | |||||||
| 20 N UPPER WACKER DR 1600 | CHICAGO | IL | 60606 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $35,000 |
| OPENLANDS | |||||||
| 25 E WASHINGTON ST STE 1650 | CHICAGO | IL | 60602 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $15,000 |
| THE ARK | |||||||
| 3100 DUNDEE ROAD SUITE 802 | NORTHBROOK | IL | 600628201 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $150,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DR SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $35,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 200371193 | NONE | PC | UNRESTRICTED FOR GENERAL USE OF CHARITY. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $575,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $382,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $450,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $450,812 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON L LEIBOWITZ CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DR 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,413,444 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FGMK | CategoryTxt |
| Amt | $5,268 | Amt |
| Net Investment Income | $2,634 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,634 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK OF AMERICA #8 | BondNm |
| EOY Book Value | $434,644 | EOYBookValueAmt |
| EOYFMV | $464,600 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BANK OF AMERICA #8 | StockNm |
| EOY Book Value | $11,145,936 | EOYBookValueAmt |
| EOYFMV | $12,631,190 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,249,811 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,221,058 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $202,401 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $204,690 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH #5 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,797,404 | BookValueAmt |
| EOYFMV | $1,845,692 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEAL GERBER | CategoryTxt |
| Legal Fees | $6,408 | LegalFeesAmt |
| Net Investment Income | $3,204 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,204 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $10,203 | BOYBookValueAmt |
| EOY Book Value | $14,760 | EOYBookValueAmt |
| EOYFMV | $14,760 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITABLE BUREAU | $15 | $0 | $15 |
| BANK OF AMERICA INVESTMENT FEE | $683 | $683 | $0 |
| BANK OF AMERICA SERVICE FEE | $70,178 | $70,178 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA #5 | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,298 | $1,298 | $0 |
| INCOME TAXES | $4,527 | $0 | $4,527 |
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