2026-08-28T16:25:55-05:00 2025-12-31 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990PF 2025-01-01 626048265 LICHTERMAN LOEWENBERG FOUNDATION LICH 9012885581 6580 QUAIL POINTE CIRCLE N MEMPHIS TN 38120 FREDRIKA L FELT PRESIDENT 9012885581 2026-08-26 1 BENJAMIN D COLLINS P01307180 9017612720 2026-08-26 2025 X 56231 X 85761 10514 10514 75182 75182 380273 1204267 380273 551730 465969 0 0 0 9950 4975 4975 5580 773 0 24609 23609 1000 40139 29357 5975 6464733 6464733 6504872 29357 6470708 -5953142 436612 927219 56231 56231 687727 0 0 639570 0 0 1887388 0 0 9596 0 0 4151500 56231 56231 0 0 X 0 0 0 0 4151500 56231 4151500 56231 4151500 56231 4151500 -5953142 1857873 56231 0 56231 FIDELITY - ST 2025-01-01 2025-12-31 563862 546617 17245 17245 FIDELITY - LT 2022-01-01 2025-12-31 329641 193483 136158 136158 FIDELITY - LT 2022-01-01 2025-12-31 295549 83894 211655 211655 SPENCE LIMITED K-1 CAPITAL GAIN P 15215 15215 15215 380273 6069 0 6069 0 6069 4320 0 2000 0 6320 0 251 0 251 0 0 0 0 0 0 0 0 0 1 1 1 TN 1 0 0 0 1 1 N/A FREDRIKA L FELT 9012885581 6580 QUAIL POINTE CIRCLE N MEMPHIS TN 38120 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDRIKA FELT 6580 QUAIL POINTE CIRCLE NORTH MEMPHIS TN 38120 PRESIDENT 1.00 0 0 0 JOHN LICHTERMAN 4153 KRITER LANE MEMPHIS TN 38117 VICE PRESIDENT 1.00 0 0 0 ILENE MARKELL 339 S GROVE PARK RD MEMPHIS TN 38117 SECRETARY 1.00 0 0 0 BARRY LICHTERMAN 6520 CHERRYHILL RIDGE MEMPHIS TN 38120 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1899445 604005 434522 2937972 0 0 2937972 44070 2893902 144695 144695 6069 6069 138626 0 138626 0 138626 6470708 0 6470708 138626 0 0 17730 3598 21328 6470708 0 0 0 138626 6332082 0 0 6353410 0 0 0 0 0 0 0 6353410 17730 3598 6332082 X A STEP AHEAD FOUNDATION PO BOX 41601 MEMPHIS TN 38174 NC UNRESTRICTED: FOR ANY PROGRAM WITH THE LOEWENBERG COLLEGE OF NURSING 10000 ADVOCATES FOR IMMIGRANT RIGHT PO BOX 41734 MEMPHIS TN 38174 NC FOR GRANTS. 2000 ARTS MEMPHIS PO BOX 1000 DEPT 882 MEMPHIS TN 38148 NC FOR ANNUAL SUPPORT 7500 BOY SCOUTS CHICKASAW CONCIL 171 S HOLLYWOOD ST MEMPHIS TN 38112 NC FOR ANNUAL SUPPORT 1000 CALVARY RESCUE MISSION PO BOX 2077 MEMPHIS TN 38101 NC FOR ANNUAL SUPPORT 2000 CATHOLIC CHARITIES OF WEST TN 1325 JEFFERSON AVENUE MEMPHIS TN 38104 NC FOR 2025 GRANT FOR GENERAL OPERATIONS 6000 CHURCH HEALTH 1350 CONCOURSE AVE SUITE 142 MEMPHIS TN 38104 NC FOR GIFT OF A DAY 2500 EMMANUEL CENTER PO BOX 550 MEMPHIS TN 38101 NC FOR AFTER SCHOOL AND SUMMER CAMP PROGRAMS LITERACY TUTORING 8000 HARDWOOD CENTER 4075 PARK AVE MEMPHIS TN 38152 NC FOR PAYMENT OF TWO CLASSROOMS AT NEW UNIVERSITY OF MEMPHIS CAMP 5500 HASC 1563 49TH STREET BROOKLYN NY 11219 NC FOR ANNUAL SUPPORT 500 JELF 6065 ROSEWELL RD SUITE 740 SANDY SPRINGS GA 30328 NC FOR STUDENT LOANS 5000 JEWISH FAMILY SERVICE 6560 POPLAR AVE GERMANTOWN TN 38138 NC FOR ANNUAL GRANT 2500 UNIVERSITY OF MEMPHIS FOUNDATION 2502L COMMUNITY HEALTH BUILDING MEMPHIS TN 38152 NC FOR THE CLINIC AT LOEWENBERG COLLEGE OF NURSING 275000 MADONNA LEARNING CENTER 7007 POPLAR AVE GERMANTOWN TN 38138 NC FOR SECURITY SYSTEM 7500 MEMPHIS JEWISH FEDERATION 6560 POPLAR AVE GERMANTOWN TN 38138 NC FOR ANNUAL PLEDGE 52000 MID-SOUTH FOOD BANK 3865 S PERKINS RD MEMPHIS TN 38118 NC FOR ANNUAL SUPPORT 2500 MIDSOUTH RAPTOR CENTER 1176 DEARING ROAD MEMPHIS TN 38117 NC FOR ANNUAL SUPPORT 1500 MIFA PO BOX 3130 MEMPHIS TN 38173 NC FOR ANNUAL GRANT 10000 NATIONAL ORNAMENTAL MUSEUM 374 METAL MUSEUM DRIVE MEMPHIS TN 38106 NC CAPITAL PLEDGE 50000 OVERTON PARK SHELL 1928 POPLAR AVE MEMPHIS TN 38104 NC FOR CO-SPONSORSHIP OF CONCERT 4000 RANDALL MUSEUM FRIENDS 199 MUSEUM WAY SAN FRANCISCO CA 94114 NC FOR SUMMER PROGRAMS AND CAMP 2500 RAVENSWOOD EDUCATION FOUNDATION PO BOX 396 MENLO PARK CA 94026 NC FOR LITERACY CHALLENGE 5000 SISTER SUPPLY 752 ECHLES STREET MEMPHIS TN 38111 NC FOR ANNUAL GRANT 6250 WOMEN'S FOUNDATION FOR A GREATER MEMPHIS 40 SOUTH MAIN STREET SUITE 2280 MEMPHIS TN 38103 NC FOR VANCE AVENUE YOUTH DEVELOPMENT CENTER 15000 JFELDA PO BOX 54269 LOS ANGELES CA 90054 NC FOR THE WILDFIRE RELIEF FUND 5000 COMMUNITY FOUNDATION OF GREATER MEMPHIS 1350 CONCOURSE AVE SUITE 458 MEMPHIS TN 38104 NC STRENGTHEN COMMUNITY THROUGH PHILANTHROPY 5975983 6464733 0 14 10514 14 75182 18 380273 0 465969 0 465969 0 0 0 0 0 0 0 0 0 0 X X 1 FREDRIKA AND JOEL FELT 6580 QUAIL POINTE CIRCLE NORTH MEMPHIS TN 38120 3835 X 2 JOEL M FELT REVOCABLE LIVING TRUST 6580 QUAIL POINTE CIRCLE NORTH MEMPHIS TN 38120 75000 X 1 582 SHARES OF GSK PLC SPON ADS 21895 2025-02-28 ACCOUNTING FEES 9950 4975 4975 COMMUNITY FOUNDATION OF GREATER MEMPHIS 1900 UNION AVE MEMPHIS TN 38104 ASSETS TRANSFERRED TO 501(C)(3) ENTITY, EIN 58-1723645: CASH $2,686,808 SECURITIES $3,289,175 5975983 THE LICHTERMAN LOEWENBERG FOUNDATION DISPOSED OF MOST OF ITS ASSETS IN 2025. SEE THE DISSOLUTION STATEMENT FOR FURTHER DETAILS. ACCRUED INTEREST 9596 TAX PREP FEES 3130 2130 1000 FIDELITY FEES 12 12 0 BANK CHARGES 113 113 0 MISCELLANEOUS EXPENSES 737 737 0 K-1 EXPENSES 933 933 0 MANAGEMENT FEES 19684 19684 0 UNREALIZED GAIN/(LOSS) 1857873 EXCISE TAX 4807 0 0 TAXES FOREIGN 773 773 0