2024-05-15T06:48:21-05:00 2023-12-31 581763439 Windham Brannon LLC 3630 Peachtree Rd NE Suite 600 Atlanta GA 30326 990PF 2023-01-01 626247365 Lebovitz Family Charitable Trust LEBO 4234908223 2030 Hamilton Place Blvd Suite 50 Chattanooga TN 37421 CHARLES B LEBOVITZ TRUSTEE 4234908223 2024-05-09 1 CHARLES LEBOVITZ 999009999 1 DOUGLAS C NEAL P00834999 4048982000 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6817792 X X 21 21 183189 183189 21581 701552 21581 204791 204791 0 0 0 14247 0 14247 23836 23836 0 2943 2943 0 293 0 293 41319 26779 14540 449333 449333 490652 26779 463873 -285861 178012 81065 60679 60679 116026 100154 100154 74180 74833 75148 2819078 2730441 4388043 431985 509565 497788 1818558 1578747 1695980 5340892 5054419 6817792 0 0 X 0 0 2690711 2690711 2650181 2363708 5340892 5054419 5340892 5054419 5340892 -285861 0 5055031 612 5054419 CHARLES SCHWAB 0240 62602 62602 0 0 CHARLES SCHWAB 0240 589501 576606 12895 12895 CHARLES SCHWAB 0240 42395 40763 1632 1632 Capital Gains Dividends P 7054 7054 7054 21581 2474 0 2474 0 2474 4107 0 0 0 4107 0 1633 1633 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A CHARLES B LEBOVITZ 4234908223 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES B LEBOVITZ 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.00 0 0 0 FAYE L PETERKEN 2950 MOUNT WILKINSON PARKWAY 1101 ATLANTA GA 30339 TRUSTEE 0.00 0 0 0 ALAN CATES 736 GEORGIA AVENUE SUITE 300 CHATTANOOGA TN 37402 TRUSTEE 0.00 0 0 0 STEPHEN LEBOVITZ 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.00 0 0 0 MICHAEL LEBOVITZ 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.00 0 0 0 ALAN LEBOVITZ 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.00 0 0 0 BETH LEBOVITZ BACKER 2030 HAMILTON PLACE BLVD CHATTANOOGA TN 37421 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 N/A 0 0 6441268 174939 0 6616207 0 0 6616207 99243 6516964 325848 325848 2474 2474 323374 0 323374 0 323374 463873 0 463873 323374 0 0 4092 4092 463873 0 0 0 323374 140499 0 0 144591 0 0 0 0 0 0 0 144591 4092 140499 CHARLES B LEBOVITZ CHARLES B 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 303186658 To support a public charity 1000 Camp Ramah Darom 6400 Powers Ferry Road NW Suite 215 Atlanta GA 30339 Educational and cultural 3750 Chattanooga Community Kitchen PO Box 11203 Chattanooga TN 37401 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 303502910 To support a public charity 1000 Congregation OR Atid 10625 Patterson Avenue Henrico VA 23238 To support a religious organization 1000 Facing History and Ourselves 16 Hurd Road Memphis TN 02445 To support the expansion of Facing History in Hamilton County, Tennessee 50500 Hadassah 1050 Crown Pointe Pkwy Suite 500 Dunwoody GA 30338 To support a public charity 500 Hunter Museum of Art 10 Bluff View Ave Chattanooga TN 37403 Educational & cultural 500 Jewish Community Center of Greater Boston Inc 333 Nahanton St Newton Center MA 02459 To support a public charity 500 Jewish Family & Children's Services of Atlanta 4549 Chamblee Dunwoody Rd Atlanta GA 30338 To support a public charity 1500 Jewish Federation of Greater Atlanta 1440 Spring Street NW Atlanta GA 30309 To provide finanical and social services 2000 Jewish Federation of Greater Chattanooga 5461 North Terrace Road Chattanooga TN 37411 To support annual campaign 182500 Jewish National Fund 42 E 69th St New York NY 10021 To support a public charity 1000 Maccabi USA 1511 Walnut Street Suite 401 Philadelphia PA 19102 To support annual campaign 1250 Marietta High School Alumni & Friends Foundation 144 Polk Street Marietta GA 30060 Educational and cultural 500 Public Education Foundation 1651 S Holtzclas Ave Suite 201 Chattanooga TN 37404 Educational & cultural 3000 Second Helpings Atlanta PO Box 720582 Atlanta GA 30358 To support public charity 500 Siskins Childrens' Institute 1101 Carter Street Chattanooga TN 37402 To support a public charity 500 Stand With Us 1801 W Olympic Blvd Pasadena CA 911992215 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 37401 To support a public charity 500 United Way of Greater Chattanooga 630 Market Street Chattanooga TN 37402 To support a public charity 12500 Vanderbilt Hillel 2421 Vanderbilt Pl Nashville TN 37212 Educational and cultural 11000 WTCI 7540 Bonnyshire Drive Chattanooga TN 37416 To support a public charity 250 B'nai Zion Congregation 923 McCallie Ave Chattanooga TN 37403 To support a public charity 125500 Chattanooga Area Food Bank 2009 Curtain Pole Rd Chattanooga TN 37406 To support a public charity 250 Friends Of the Israel Defense Forces PO Box 4224 New York NY 10163 To support a public charity 1500 Friends of United Hatzalah 442 5th Ave Suite 1866 New York NY 10018 To support a public charity 1500 Hillel at Sanford 565 Mayfield Ave Stanford CA 94305 To support a public charity 1250 Jewish Joint Distribution 220 East 42nd St Suite 400 New York NY 10017 To support a public charity 500 Pan-Mass Challenge 77 4th Avenue Needham MA 02494 To support a public charity 2500 Chattanooga High Center for Creative Arts 1301 Dallas Road Chattanooga TN 37405 To support a public charity 500 449333 0 14 21 14 183189 14 7054 14527 0 190264 14527 204791 3 TO SUPPORT CHARITABLE ORGANIZATIONS 4 " 8 " 0 0 0 0 0 0 0 0 0 0 Accounting 14247 0 14247 BANK OF AMERICA CORP 4/1/2025 24884 24761 FHLB 5.5% DUE 12/22/2025 25000 24997 GENERAL ELECTRIC CAPITAL CORP 4.50% 30150 29930 INVESCO BULLETSHARES 2024 50450 52213 INVESCO BULLETSHARES 2025 50250 51138 INVESCO BULLETSHARES 2026 53775 48250 VANGUARD SHORT TERM CORP BOND 96370 92844 Vanguard Total Bond Market Index Fund ETF 51531 51485 Vanguard Long Term Govt Bond Index Admiral 102155 96512 Wells Fargo & Co 6.20% Due 8/31/2033 25000 25658 AKRE FOCUS FUND INSTL 83439 159221 ALPHABET INC CLASS A 16944 41907 AMAZON.COM INC 45476 75970 AMGEN, INC. 15831 28802 APPLE, INC. 19429 144398 BANK OF AMERICA PFD 88330 86200 BERKSHIRE HATHAWAY CI B 28807 53499 BOEING COMPANY 13097 26066 BROADCOM INC 11878 55813 CATERPILLAR, INC. 13397 44351 CHEVRON CORP 47348 74580 COCA COLA CO. 10931 16500 CROWN CASTLE INTL CORP 24608 34557 DFA US SMALL CAP PORTFOLIO INSTL 104352 140691 DUKE ENERGY CORP 34887 38816 ELEVANCE HEALTH INC 16748 35367 ENTERGY CORP 12618 20238 EXXON MOBIL CORPORATION 20209 34993 FIDELITY 500 INDEX FUND PREMIUM 197654 351014 GLOBAL X FDS GBAL XM LP 53622 106320 GOLDMAN SACHS GQG EMERGING MKTS EQTY INSTL 81435 94532 GOLDMAN SACHS GQG PTRS INTERNATIONAL OPPORTUNITY FUND 276215 322630 GOLDMAN SACHS PFD A 61834 64680 GOLDMAN SACHS PFD D 62145 64920 HONEYWELL INTERNATIONAL 14323 20971 INVESCO QQQ TRUST 107605 327616 INVESCO S & P 500 EQUAL WEIGHT 204461 362940 JP MORGAN CHASE & CO. 27237 68040 LOWES COMPANIES, INC. 15533 44510 MASTERCARD, INC. 13561 63977 MCDONALDS CORP 10872 31134 MERCK & CO, INC. 16482 32706 METLIFE, INC. PFD. A 67632 65946 MICROSOSFT CORP 25632 37604 MORGAN STANLEY DEP PFD A 84373 86000 NEXTERA ENERGY, INC. 24053 33407 PEPSICO, INC. 11329 20381 PFIZER, INC. 45446 40306 QUALCOMM, INC. 16688 43389 RAYTHEON TECHNOLOGIES CORP 20053 30122 SANOFI 20394 24865 SCHWAB FUNDAMENTAL INTL LARGE CO INDEX 168843 219245 SCHWAB US MID CAP 49320 75320 SOUTHERN CO. 13772 21036 SPDR S & P BIOTECH 40496 62503 STARBUCKS CORP. 15137 28803 THERMO FISHER SCIENTIFIC, INC. 15445 53079 TRUIST FINL CORP PFD 59283 55120 VANGUARD MID CAP 147001 209376 VANGUARD MID-CAP VALUE ETF 48433 50754 VANGUARD SMALL CAP 85233 127998 WILLIAMS COMPANIES 20570 34830 74833 75148 0 0 BBH LIMITED DURATION AT COST 246638 247224 BLACKROCK EVENT DRIVEN EQUITY AT COST 106977 111905 ISHARES CORE 1-5 YEAR USD BOND ETF AT COST 153510 142680 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF AT COST 94857 103888 JP Morgan BetaBuilders Europe ETF AT COST 100521 101862 JP MORGAN HEDGED EQUITY I AT COST 260054 293623 LAZARD GLOBAL LISTED INFRASTRUCTURE INSTL AT COST 161155 166973 OSTERWEIS STRATEGIC INCOME AT COST 128276 133852 SCHWAB US DIVIDEND EQUITY AT COST 76172 98969 VAN ECK INTL INVESTORS GOLD FD Y AT COST 151520 217070 VANGUARD GLOBAL EX US REAL ESTATE AT COST 53710 42590 VANGUARD REAL ESTATE AT COST 45357 35344 Book to tax difference 612 Bank Fees 30 0 30 Office Supplies 263 0 263 Investment Advisory Services 23836 23836 0 Taxes 2943 2943 0