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Nonprofit · EIN 36-7632256

SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION

Also known as DALE LEIBOWITZ TTEE

Tax-exempt · MILWAUKEE, WI 53202

Financials

$2.1M$1.3M2023$2.2M$2M2024
Revenue Expenses · by fiscal year end
Financials of SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,186,604$2,012,304$174,300$18,847,008$0$18,847,008
December 31, 2023990-PF$2,070,482$1,319,864$750,618$18,654,647$0$18,654,647
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,413,444
Dividends
$606,216
Interest
$1,063
Net gain from sales of assets
$124,149
Other income
$41,732

Expenses

Grants and similar amounts paid
$1,858,683
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,871,137
Excise tax on investment income
$8,664

Balance sheet and other

Total assets, start of year
$18,654,647
Total assets, end of year
$18,847,008
Total liabilities, end of year
$0
Net assets, end of year
$18,847,008
Fair market value of assets
$21,703,544
Qualifying distributions
$1,871,137
Net investment income
$761,490

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DALE LEIBOWITZ
FOLEY 777 E WISCONSIN AVE, MILWAUKEE, WI 532025306
TRUSTEE1$0
SHERI KOLE
111 SALEM AVENUE, SPRING LAKE, NJ 07762
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LMF VENTURE LLC
111 SALEM AVENUE, SPRING LAKE, NJ 07762
MANAGER2$152,996
DALE LEIBOWITZ
FOLEY 777 E WISCONSIN AVE, MILWAUKEE, WI 532025306
TRUSTEE1$0
SHERI KOLE
111 SALEM AVENUE, SPRING LAKE, NJ 07762
TRUSTEE1$0

Address and contacts

Address (IRS master file)
FOLEY 777 E WISCONSIN AVE, MILWAUKEE, WI 53202-0000
In care of
% SHERI KOLE
Signed the 990-PF
SHERI KOLE, TRUSTEE
Phone
(608) 509-1318
Return prepared by
FOLEY & LARDNER LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-7632256
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$18,847,008
Income (IRS master file)
$4,422,735

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,186,604$2,012,304$18,847,008XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,070,482$1,319,864$18,654,647XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-7632256).

Questions about SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION

What is the EIN of SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION?
The employer identification number (EIN) of SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION is 36-7632256.
Is SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does SHELDON L AND PEARL R LEIBOWITZ DALE LEIBOWITZ LEGACY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,186,604, expenses of $2,012,304 and total assets of $18,847,008 at year end.

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