2025-06-27T12:43:18+00:00 2024-12-31 581763439 WINDHAM BRANNON LLC 3630 PEACHTREE RD NE SUITE 600 ATLANTA GA 30326 990PF 2024-01-01 626247365 Lebovitz Family Charitable Trust LEBO 4234908228 2030 Hamilton Place Blvd Suite 500 Chattanooga TN 37421 CHARLES B LEBOVITZ TRUSTEE 2025-06-27 true DOUGLAS C NEAL P00834999 4048982000 2025-05-30 2024 2025-03-06 01:10:19Z X 7277447 X 11 11 200902 200902 160486 1144468 160486 0 0 0 0 0 0 361399 361399 0 0 0 0 0 12425 0 0 12425 26320 26320 0 0 3718 3718 0 0 0 0 0 0 0 0 0 42463 30038 0 12425 394333 394333 436796 30038 0 406758 -75397 331361 0 60679 85968 85968 100154 84492 84492 0 0 0 0 0 0 0 0 0 0 0 0 0 0 74833 0 0 2730441 2644226 4790782 509565 687631 677331 0 0 0 0 1578747 1476802 1638874 0 0 0 0 0 0 0 5054419 4979119 7277447 0 0 0 0 0 0 X 0 0 2690711 2690711 2363708 2288408 5054419 4979119 5054419 4979119 5054419 -75397 97 4979119 0 4979119 Charles Schwab 0240 P 195471 208559 -13088 0 -13088 Charles Schwab 0240 P 927403 775423 151980 0 151980 Capital Gain Distributions 21594 21594 0 21594 160486 4606 0 4606 0 4606 2800 0 4200 7000 2394 2394 0 false false false false false false false true true true false false false false true N/A CHARLES LEBOVITZ 4234908223 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 false false false false false false false false false false false false false false false false false false false false false CHARLES B LEBOVITZ 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.000 0 0 FAYE L PETERKEN 2950 MOUNT WILKINSON PARKWAY 1101 ATLANTA GA 30339 TRUSTEE 0.000 0 0 ALAN CATES 736 GEORGIA AVENUE SUITE 300 CHATTANOOGA TN 37402 TRUSTEE 0.000 0 0 STEPHEN LEBOVITZ 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.000 0 0 MICHAEL LEBOVITZ 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.000 0 0 ALAN LEBOVITZ 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.000 0 0 BETH LEBOVITZ BACKER 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.000 0 0 0 0 7074806 134652 0 7209458 0 7209458 108142 7101316 355066 355066 4606 4606 350460 350460 350460 406758 0 0 406758 350460 0 2020 0 0 0 0 4092 140499 144591 406758 0 0 0 350460 56298 0 200889 0 0 0 0 0 0 200889 0 0 4092 140499 56298 CHARLES LEBOVITZ TRUSTEE CHARLES LEBOVITZ 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 4238550001 A LETTER SHOULD BE SUBMITTED OUTLINING THE NEED FOR FUNDS N/A N/A ALD Connect 35 Village Road Middleton MA 01949 To support a public charity 1500 Alzheimer's Association - Mid South Chapter 7625 Hamilton Park Dr Suite 6 Chattanooga TN 37421 To support a public charity 500 American Red Cross Disaster Relief Fund 431 18th St NW Washington DC 20006 To support a public charity 1000 Atlanta Community Food Bank 732 Joseph E Lowery Blvd NW Atlanta GA 30318 To support a public charity 1000 B'nai Zion Congregation 245 Southfield Rd Shreveport LA 71105 To support a public charity 138000 Breakthrough T1D 200 Vesey Street 28th Floor New York NY 10285 To support a public charity 1250 Chattanooga Community Kitchen PO Box 11203 Chattanooga TN 37403 To support a public charity 250 Combined Jewish Philanthropies Kraft Family Bldg 126 High St Boston MA 02110 To provide financial & social services 2500 Community Assistance Center 1130 Hightower Trl Atlanta GA 30350 To support a public charity 500 Congregation OR Atid 10625 Patterson Avenue Henrico VA 23238 To support a religious organization 1000 Facing History Ourselves 16 Hurd Road Memphis TN 04488 To support the expansion of Facing History in Hamilton County, Tennessee 30500 Hunter Museum of American Art 10 Bluff View Ave Chattanooga TN 37403 Educational & cultural 500 International Mountain Bicycling Association 1035 Pearl St Ste 317 Boulder CO 80302 To support a public charity 1250 JDC 220 E 42nd St Ste 400 New York NY 10017 To support a public charity 500 Jewish Family and Career Services 4549 Chamblee Dunwoody Rd Atlanta GA 30338 To support a public charity 1500 Jewish Federation of Greater Chattanooga 5461 North Terrace Road Chattanooga TN 37411 To support annual campaign 165000 Jewish Federation of Greater Atlanta 1440 Spring Street NW Atlanta GA 30309 To provide financial & social services 1500 Maccabi USA 1511 Walnut Street Suite 401 Philadelphia PA 19139 To support annual campaign 1250 Marietta High School Alumni & Friends Foundation 144 Polk Street Marietta GA 30064 Educational & cultural 500 Pan-Mass Challenge 77 4th Ave Needham Heights MA 02494 To support a public charity 2500 Public Education Foundation 1651 S Holtzclas Ave Suite 201 Chattanooga TN 37404 Educational & cultural 500 Second Helpings Atlanta PO Box 720582 Atlanta GA 30358 To support a public charity 500 St Jude Children's Research Hospital 262 Danny Thomas Pl Memphis TN 38105 To support a public charity 500 Stand With Us 1801 W Olympic Blvd Pasadena CA 90006 To support a public charity 33333 Temple Sinai Inc 5645 Dupree Drive NW Atlanta GA 30327 To support a religious organization 1000 Tennessee Aquarium PO Box 11048 Chattanooga TN 37402 To support a public charity 500 United Way of Greater Chattanooga 630 Market St Chattanooga TN 37402 To support a public charity 5000 WTCI 7540 Bonnyshire Drive Chattanooga TN 37416 To support a public charity 500 394333 0 14 11 14 200902 14 21594 138891 0 222507 138891 361398 Form To support charitable organizations Form To support charitable organizations Form To support charitable organizations false false false false false false false false false false Accounting 12425 12425 Bank of America Corp 4/21/2025 24973 24910 FHLB 5.5% Due 12/22/2025 0 0 General Electric Capital Corp 4.50% 0 0 Invesco Bulletshares 2024 0 0 Invesco Bulletshares 2025 50250 51625 Invesco Bulletshares 2026 0 0 iShares Core US Aggregate Bond ETF 196115 193800 Vanguard Short Term Corp Bond 96370 93612 Vanguard Total Bond Market Index Fund ETF 109080 107865 Vanguard Long Term Govt Bond Index Admiral 0 0 Wells Fargo & Co 6.20% Due 8/31/2033 25000 25087 Morgan Stanley Note 3.95% 24727 24432 General Electric Capital Corp 3.60% 8/15/2023 23095 21830 Kraft Foods Inc 6.50% 11/1/2031 27658 26904 Cincinnati Finl Corp 6.90% 5/15/2028 26026 25665 Public Service Co of North Car Debenture - Unsecured 6.99% 1/15/2026 25587 25445 AXA Sa US Sub Nt 8.60% 12/15/2030 30011 29341 Royal & Sun Alliance Ins 8.95% 10/15/2029 28739 26815 Akre Focus Fund Instl 92158 188310 Alphabet Inc Class A 16944 56790 Amazon.com Inc 45476 109695 Amgen Inc 15831 26064 Apple Inc 18053 175294 Bank of America PFD 88330 93880 Berkshire Hathaway Cl B 28807 67992 Boeing Company 13097 17700 Broadcom Inc 11878 115920 Catepillar Inc 13397 54414 Chevron Corp 47348 72420 Coca Cola Co 10931 17433 Crown Castle Intl Corp 24022 27228 DFA US Small Cap Portfolio Instl 105985 156859 Duke Energy Corp 34887 43096 Elevance Health Inc 16748 27668 Entergy Corp 12618 30328 Exxon Mobil Corporation 20209 37650 Fidelity 500 Index Fund Premium 196513 419861 Global X FDS Gbal XMLP 53622 118584 Goldman Sachs GQG Emerging Mkts Eqty Instl 83116 100390 Goldman Sachs GQG Ptrs International Opportunity Fund 214522 237293 Goldman Sachs PFD A 61834 67680 Goldman Sachs PFD D 62145 68850 Honeywell International 14323 22589 Invesco QQQ Trust 104713 396203 Invesco S&P 500 Equal Weight 219589 403029 JP Morgan Chase & Co 27237 95884 Lowes Companies Inc 15533 49360 Mastercard Inc 13561 78986 McDonalds Corp 10872 30438 Merck & Co Inc 16482 29844 Metlife Inc PFD A 67632 71525 Microsoft Corp 25632 42150 Morgan Stanley Dep PFD A 84373 95200 Nextera Energy Inc 24053 39430 Pepsico, Inc 11329 18247 Pfizer, Inc 45446 37142 Qualcomm, Inc 16688 46086 Raytheon Technologies Corp 20053 41428 Sanofi 20394 24115 Schwab Fundamental Intl Large Co Index 156348 199260 Schwab US Mid Cap 49320 83130 Southern Co 13772 24696 SPDR S&P Biotech 34836 54036 Starbucks Corp 0 0 Thermo Fisher Scientific, Inc 15445 52023 Truist Finl Corp FD 59283 58370 Vanguard Mid Cap 134703 211304 Vanguard Mid Cap Vlue ETF 48433 56620 Vanguard Small Cap 85233 144168 Williams Companies 20472 54120 0 0 0 0 BBH Limited Duration AT COST 248406 252660 Blackrock Event Driven Equity AT COST 0 0 Ishares Core 1-5 Year USD Bond ETF AT COST 0 0 iShares Core MSCI Total International Stock ETF AT COST 94860 105824 JP Morgan BetaBuilders Europe ETF AT COST 100521 99756 JP Morgan Hedged Equity I AT COST 207160 267486 Lazard Global Listed Infrastructure Instl AT COST 123896 132567 Osterweis Strategic Income AT COST 135638 144596 Schwab US Dividend Equity AT COST 76172 106548 Van ECK Intl Investors Gold FD Y AT COST 120906 186505 Vanguard Global Ex US Real Estate AT COST 53710 39560 Vanguard Real Estate AT COST 44998 35632 Cliffwater Corp Lending Fd AT COST 167364 165134 Cascade Private Cap Fund Cl I AT COST 103171 102606 Book to Tax Difference 97 Investment Advisory Services 26320 26320 Taxes 3718 3718