2024-11-06T14:10:31-06:00 2023-12-31 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990PF 2023-01-01 463125936 THE LEBOWITZ FOUNDATION LEBO 3105660640 1333 2ND STREET SUITE 650 SANTA MONICA CA 90401 STEVEN D LEBOWITZ TRUSTEE 3105660640 2024-10-31 1 0 JENNIFER YUE P01250127 2139724000 2023 2024-10-15 13:58:12Z X 1836537 X 0 X 196 196 67111 67111 -864431 2199747 0 -797124 67307 0 0 0 109176 0 109176 39274 0 39274 241 241 0 4673 4673 0 210 10 200 153574 4924 148650 674500 637500 828074 4924 786150 -1625198 62383 47237 34367 34367 40624 40624 4382422 2740121 1743133 18363 18363 18363 0 50 50 4448022 2833525 1836537 37560 40635 37560 40635 X 4722651 4722651 0 0 -312189 -1929761 4410462 2792890 4448022 2833525 4410462 -1625198 11528 2796792 3902 2792890 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 1035682 1104883 -69201 -69201 PUBLICLY TRADED SECURITIES 2022-01-01 2023-12-31 1164065 1959295 -795230 -795230 -864431 867 0 867 0 867 2960 0 0 0 2960 19 2074 2074 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 1 0 1 N/A STEVEN D LEBOWITZ 3105660640 1333 2ND STREET SUITE 650 SANTA MONICA CA 90401 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 STEVEN D LEBOWITZ C/O 1333 2ND STREET SUITE 650 SANTA MONICA CA 90401 TRUSTEE 1.00 0 0 0 DEBORAH LEBOWITZ C/O 1333 2ND STREET SUITE 650 SANTA MONICA CA 90401 TRUSTEE 1.00 0 0 0 NONE 0 RODRIGUEZ HORII CHIO & CAFFERATA LLP 777 SOUTH FIGUEROA STREET SUITE 2150 LOS ANGELES CA 90017 LEGAL FEE 65557 0 0 2339524 58708 18363 2416595 0 0 2416595 36249 2380346 119017 119017 867 867 118150 0 118150 0 118150 786150 0 786150 118150 0 0 528591 548365 175210 322003 604648 2178817 786150 0 0 0 118150 668000 0 0 2846817 0 0 0 0 0 0 528591 2318226 548365 175210 322003 604648 668000 STEVEN D LEBOWITZ DEBORAH LEBOWITZ X ARTS FAIRFAX 1333 2ND STREET SUITE 650 SANTA MONICA CA 90401 N/A PF TO SUPPORT THE VISUAL ARTS AT FAIRFAX HIGH SCHOOL 37000 ARTS FAIRFAX 1333 2ND STREET SUITE 650 SANTA MONICA CA 90401 N/A PF DISTRIBUTION OUT OF CORPUS TREAS REG 53.4942(A)-3 -37000 BRENTWOOD SCHOOL 100 S BARRINGTON PL LOS ANGELES CA 90049 N/A PC TO THINK CRITICALLY AND CREATIVELY, ACT ETHICALLY, AND SHAPE A FUTURE WITH MEANING. THE CORE VALUES ARE TRUST, RESPECT, RESPONSIBILITY, HONESTY, CARING, COMMUNITY, AND DIVERSITY. 10000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 N/A PC TO PROMOTE CHARITABLE ACTIVITES IN ISRAEL 10000 CHALLENGED ATHLETES FOUNDATION 9591 WAPLES STREET SAN DIEGO CA 92121 N/A PC TO SUPPORT PEOPLE WITH PHYSICAL CHALLENGES BE ACTIVE AND COMPETE IN ATHLETIC EVENTS 1000 LOS ANGELES POLICE FOUNDATION 633 W 5TH STREET SUITE 1210 LOS ANGELES CA 90071 N/A PC TO CREATE PARTNERSHIPS TO PROVIDE RESOURCES AND PROGRAMS THAT HELP THE POLICE PERFORM AT THEIR HIGHEST LEVEL AND ENHANCE LAPD COMMUNITY RELATIONS. 520000 THE UCLA FOUNDATION 10889 WILSHIRE BLVD SUITE 1000 LOS ANGELES CA 90024 N/A PC TO SUPPORT MENTAL HEALTH RESEARCH 2500 UNIVERSITY OF SOUTHERN CALIFORNIA 3715 MCCLINTOCK AVE LOS ANGELES CA 90089 N/A PC TO PURSUE SCIENTIFIC BREAKTHROUGHS THAT FOCUSES ON PHYSICAL THERAPY MANAGEMENT OF MUSCULOSKELETAL DYSFUNCTIONS PERTAINING TO CONDITIONS AFFECTING THE REPRODUCTIVE, UROGENITAL, COLORECTAL AND NEURO-MUSCULOSKELETAL SYSTEMS. 37500 TEMPLE OF THE ARTS 8440 WILSHIRE BLVD 8TH FL BEVERLY HILLS CA 90211 N/A PC TO SUPPORT JEWISH COMMUNITY 25000 PHASE ONE FOUNDATION 11726 SAN VICENTE BLVD STE 560 LOS ANGELES CA 90049 N/A PF TO SUPPORT GROUND-BREAKING PHASE I AND PHASE II CLINICAL CANCER RESEARCH, INNOVATIVE EDUCATION AND TREATMENT PROGRAMS, AND FUNDING FORWARD-THINKING LEADERS IN THE SCIENTIFIC AND MEDICAL COMMUNITY. 7500 CENTRAL EUROPE CENTER FOR RESEARCH & DOCUMENTATION INC 1141 LOXFORD TERRACE SILVER SPRING MD 20901 N/A PF TO USE NEW TECHNOLOGIES AND DIGITAL STORYTELLING TO CONNECT 21ST CENTURY STUDENTS TO JEWISH HISTORY 2500 LOWER MERION SYNAGOGUE CHARITY FUND 123 OLD LANCASTER ROAD BALA CYNWYD PA 190046528 N/A NC TO SUPPORT JEWISH COMMUNITY 10000 COMMUNITY INITIATIVES 1000 BROADWAR 480 OAKLAND CA 94607 N/A PC TO PROVIDE PROFESSIONAL SERVICES TO NONPROFIT STARTUPS AND SPONSOR PROJECTS FOR THE BENEFIT OF THE COMMUNITIES IN SERVICE TO SOCIAL CHANGE. 10000 NUTRITIONFACTS ORG INC 5113 CROSSFIELD CT 9 ROCKVILLE MD 20852 N/A PC TO IMPROVE PUBLIC HEALTH BY PROVIDING THE LATEST IN EVIDENCE-BASED NUTRITION AND HEALTH RESEARCH IN AN ACCESSIBLE FORMAT TO ENABLE THE PUBLIC TO MAKE INFORMED DIETARY CHOICES. 1500 637500 0 14 196 14 67111 18 -864431 0 -797124 0 -797124 0 0 0 0 0 0 0 0 0 0 ARTS FAIRFAX INC 1333 2ND STREET SUITE 650 SANTA MONICA CA 90401 2023-02-28 37000 TO SUPPORT THE VISUAL ARTS AT FAIRFAX HIGH SCHOOL 12/31/23 PART VI-B, QUESTION 1(A)(3) AND QUESTION 1(A)(4) PART VI-B, QUESTION 1(A)(3) AND QUESTION 1(A)(4) DURING THE 2023 TAX YEAR, THE FOUNDATION PAID MANAGEMENT FEES IN THE AMOUNT OF $18,274 TO WATCH HILL CAPITAL ("WHC"), A PARTNERSHIP THAT IS WHOLLY OWNED BY THE TRUSTEES OF THE FOUNDATION, STEVEN AND DEBORAH LEBOWITZ. WHC PROVIDED (AND CONTINUES TO PROVIDE) SUBSTANTIAL CORE WORK FUNCTIONS FOR THE FOUNDATION. UPON ADVICE OF THIRD PARTY PHILANTHROPY CONSULTANTS, IT HAS BEEN DETERMINED THAT THE PAYMENTS TO WHC ARE PROPERLY CLASSIFIED AS PAYMENTS TO A DISQUALIFIED PERSON FOR SERVICES WITHIN THE MEANING OF TREAS. REG. 53.4941(D)3(C) AND THEREFORE QUALIFY FOR THE EXCEPTION TO SELF DEALING SET FORTH IN IRC 4941(D)(2)(E). WHC'S SERVICES ARE REASONABLE AND NECESSARY TO CARRY OUT THE FOUNDATION'S EXEMPT PURPOSES AND THE MANAGEMENT FEES CHARGED ARE NOT EXCESSIVE. DIGITALBRIDGE GROUP INC 143719 140320 EBIX INC 534226 198877 EMMIS COMMUNICATIONS 329645 175000 GANNETT CO INC 110793 161000 GRAY TELEVISION INC 26129 17920 SYMPHONY INTERNATIONAL HOLDINGS LTD 1142089 651200 DRIVE SHACK INC 136286 30368 FTAI INFRASTRUCTURE INC 152321 213950 CADIZ INC 8.875% PFD 37804 38376 CADIZ INC NEW CDZI 73987 63000 GOLDMAN SACHS TR FINL SQUARE 53122 53122 CIP AT COST 18363 18363 LEGAL FEES 109176 0 109176 OTHER RECEIVABLES 0 50 50 UNREALIZED GAIN/LOSS 3902 ADR FEE 10 10 0 LICENSE FEE 200 0 200 NONDIVIDEND DISTRIBUTIONS 11528 MARGIN LOAN 37560 40635 CONSULTING 21000 0 21000 MANAGEMENT FEES 18274 0 18274 TAX 4673 4673 0 WATCH HILL CAPITAL LLC 1333 2ND STREET SUITE 650 SANTA MONICA CA 90401 474811559 MANAGEMENT FEES 18274 18274