Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
LEBOWITZ FAMILY FOUNDATION
 
% KYLIE RUSCHIONI
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 670504   Room/suite
City or town, state, and ZIP code
DALLAS, TX75367
A Employer identification number

26-3931946
B Telephone number (see page 10 of the instructions)

(214) 758-6124
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$32,769,804J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 9,000,000
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 73,306 73,306  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,280,895
b Gross sales price for all assets on line 6a 8,627,937
7 Capital gain net income (from Part IV, line 2)... 2,280,895
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 82,395 82,427  
12 Total. Add lines 1 through 11........ 11,436,596 2,436,628  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 2,887 2,887    
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 29,886 29,854    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,773 32,741   0
25 Contributions, gifts, grants paid........ 1,995,071 1,995,071
26 Total expenses and disbursements. Add lines 24 and 25 2,027,844 32,741   1,995,071
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,408,752
b Net investment income (if negative, enter -0-) 2,403,887
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 17,033,282 16,855,144 16,855,144
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 6,713,982 Click to see attachment16,300,872 15,914,660
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,747,264 33,156,016 32,769,804
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 23,747,264 33,156,016
30 Total net assets or fund balances (see page 17 of the
instructions).................... 23,747,264 33,156,016
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 23,747,264 33,156,016
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 23,747,264
2 Enter amount from Part I, line 27a..................... 2 9,408,752
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 33,156,016
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 33,156,016
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a HBK OFFSHORE FUND P    
b HBK OFFSHORE FUND II P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 8,255,762   6,000,000 2,255,762
b 408,938   347,042 61,896
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       2,255,762
b       61,896
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,280,895
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 1,638,072 8,813,643 0.185856
2009 740,450 6,898,262 0.107339
2008      
2007      
2006      
2 Total of line 1, column (d) ...................... 2 0.293195
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.146598
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 25,634,208
5 Multiply line 4 by line 3....................... 5 3,757,924
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 24,039
7 Add lines 5 and 6......................... 7 3,781,963
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,995,071
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 48,078
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 48,078
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 48,078
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 29,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 19,078
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletTX
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKYLIE RUSCHIONI Telephone no.bullet (617) 646-4519
    Located atbullet31 MILK STREET SUITE 401BOSTONMA ZIP+4bullet02109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    LAURENCE H LEBOWITZ DIRECTOR, PRESIDENT, TREASURER
    0.0     		0 0 0
    PO BOX 670504
    DALLAS,TX75367
    NAOMI D ABERLY DIRECTOR, VICE PRES, SECRETARY
    0.0     		0 0 0
    PO BOX 670504
    DALLAS,TX75367
    KATHLEEN J WU DIRECTOR
    0.0     		0 0 0
    1717 MAIN STREET SUITE 3700
    DALLAS,TX75201
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    3,249,239
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    22,775,338
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,024,577
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    26,024,577
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    390,369
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,634,208
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,281,710
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,281,710
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    48,078
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    48,078
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,233,632
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,233,632
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,233,632
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,995,071
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,995,071
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,995,071
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 1,233,632
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 0
    b Total for prior years:2009, 2008, 2007  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009....... 395,537
    e From 2010....... 1,197,408
    fTotal of lines 3a through e......... 1,592,945
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 1,995,071
    a Applied to 2010, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 1,233,632
    e Remaining amount distributed out of corpus 761,439
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,354,384
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		2,354,384
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009.... 395,537
    d Excess from 2010.... 1,197,408
    e Excess from 2011.... 761,439
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    LAURENCE H LEBOWITZ NAOMI D ABE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVISORY BOARD BOOKER T WASHINGTON HS
    PO BOX 192648
    DALLAS,TX75219     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    AMHERST COLLEGE
    PO BOX 5000
    AMHERST,MA01002     		NONE PUBLIC CHARITY GENERAL FUND 51,821
    ARTISTS SPACE
    38 GREENE STREET 3rd Floor
    NEW YORK,NY10013     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    ARTREACH-DALLAS INC
    2800 N HENDERSON AVE SUITE 102
    DALLAS,TX75206     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    AT&T PERFORMING ARTS CENTER
    2403 FLORA STREET
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 2,500
    BAYLOR HEALTH CARE SYSTEM FOUNDATION
    3500 GASTON AVENUE
    DALLAS,TX75246     		NONE PULIC CHARITY GENERAL FUND 1,000
    CENTER FOR NONPROFIT MANAGEMENT
    2902 FLOYD STREET
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 500
    CENTER FOR PUBLIC POLICY PRIORITIES
    900 LYDIA STREET
    AUSTIN,TX78702     		NONE PUBLIC CHARITY GENERAL FUND 5,000
    CHAI FOUNDATION INC
    509 FIFTH AVENUE
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL FUND 750
    CHIAPAS INTERNATIONAL
    PO BOX 9053
    DALLAS,TX75209     		NONE PUBLIC CHARITY GENERAL FUND 2,000
    CRYSTAL CHARITY BALL
    30 HIGHLAND PARK VLG STE 206
    DALLAS,TX75205     		NONE PUBLIC CHARITY GENERAL FUND 6,000
    DALLAS ARCHITECTURE FORUM
    PO BOX 596119
    DALLAS,TX75359     		NONE PUBLIC CHARITY GENERAL FUND 3,208
    DALLAS CHILDREN'S ADVOCACY CENTER
    3611 SWISS AVENUE
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 500
    DALLAS CHILDREN'S THEATER
    5938 SKILLMAN ST
    DALLAS,TX75231     		NONE PUBLIC CHARITY GENERAL FUND 11,250
    DALLAS CONTEMPORARY
    2801 SWISS AVE
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 8,250
    DALLAS FURNITURE BANK
    PO BOX 815788
    DALLAS,TX75381     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    DALLAS HISTORICAL SOCIETY
    PO BOX 150038
    DALLAS,TX75315     		NONE PUBLIC CHARITY GENERAL FUND 500
    DALLAS HOLOCAUST MUSEUM
    211 N RECORD ST STE 100
    DALLAS,TX75202     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    DALLAS THEATER CENTER
    2400 FLORA STREET
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 3,000
    DALLAS WOMEN'S FOUNDATION
    4300 MACARTHUR
    DALLAS,TX75209     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    DALLAS ZOOLOGICAL SOCIETY
    650 S R L THORNTON FWY
    DALLAS,TX75203     		NONE PUBLIC CHARITY GENERAL FUND 10,000
    DMA
    1717 N HARWOOD ST
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 181,473
    EAST DALLAS COMMUNITY SCHOOLS
    924 WAYNE STREET
    DALLAS,TX75223     		NONE PUBLIC CHARITY GENERAL FUND 250
    EDUCATIONAL FIRST STEPS
    2800 SWISS AVENUE
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 750
    EDUCATIONAL OPPORTUNITIES INC
    8350 N CENTRAL EXPY STE 725
    DALLAS,TX75206     		NONE PUBLIC CHARITY GENERAL FUND 600
    FAMILY PLACE INC
    PO BOX 7999
    DALLAS,TX75209     		NONE PUBLIC CHARITY GENERAL FUND 1,750
    FRIENDS OF FAIR PARK INC
    1121 1ST AVENUE
    DALLAS,TX75210     		NONE PUBLIC CHARITY GENERAL FUND 100
    FRIENDS OF NORTH TEXAS LACROSSE INC
    4730 MELISSA LANE
    DALLAS,TX75229     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    FRIENDS OF WRR
    PO BOX 570495
    DALLAS,TX75357     		NONE PUBLIC CHARITY GENERAL FUND 101
    GRANT HALLIBURTON FOUNDATION INC
    601 HOMEWOOD DRIVE
    PLANO,TX75025     		NONE PUBLIC CHARITY GENERAL FUND 500
    GREENHILL SCHOOL
    4141 SPRING VALLEY RD
    ADDISON,TX75001     		NONE PUBLIC CHARITY GENERAL FUND 250,000
    HARVARD COLLEGE FUND
    52 S BROAD STREET
    NORWICH,NY13815     		NONE PUBLIC CHARITY GENERAL FUND 1,414
    HARVARD UNIVERSITY
    1033 MASSACHUSETTS AVE STE 3
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY HARVARD SCHOOL OF ENGINEERING AND APPLIED SCIENCES 600,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVE
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL FUND 5,000
    HUMAN RIGHTS INITIATIVE OF NORTH TEXAS INC
    2801 SWISS AVE
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 1,500
    JANES DUE PROCESS INC
    PO BOX 685137
    AUSTIN,TX78768     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    JEWISH FAMILY & CHILDRENS SERVICES
    2150 POST STREET
    SAN FRANCISCO,CA94115     		  PUBLIC CHARITY GENERAL FUND 1,000
    LONE STAR RIDE
    PO BOX 190537
    DALLAS,TX75219     		NONE PUBLIC CHARITY GENERAL FUND 250
    METRO DALLAS HOMELESS ALLIANCE
    1818 CORSICANA ST
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 11,000
    MOSAIC FAMILY SERVICES INC
    4144 N CENTRAL EXPRESSWAY SUITE 53
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 1,500
    MUSEUM OF NATURE AND SCIENCE
    PO BOX 151469
    DALLAS,TX75315     		NONE PUBLIC CHARITY GENERAL FUND 202,500
    NANTUCKET ATHENEUM
    1 INDIA STREET
    NANTUCKET,MA02554     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    NATIONAL COUNCIL OF JEWISH WOMEN GREATER DALLAS
    6025 ROYAL LANE STE 219-9
    DALLAS,TX75230     		NONE PUBLIC CHARITY GENERAL FUND 500
    PARKLAND FOUNDATION
    2777 N STEMMONS FWY
    DALLAS,TX75207     		NONE PUBLIC CHARITY GENERAL FUND 20,000
    PEACEMAKERS INC
    5910 CEDAR SPRINGS ROAD
    DALLAS,TX75235     		NONE PUBLIC CHARITY GENERAL FUND 550
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    434 WEST 33RD STREET
    NEW YORK,NY10001     		NONE PUBLIC CHARITY GENERAL FUND 15,500
    PLANNED PARENTHOOD OF NORTH TEXAS INC
    7424 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE PUBLIC CHARITY GENERAL FUND 228,620
    PRESERVATION DALLAS
    2922 SWISS AVENUE
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 500
    ROXBURY LATIN SCHOOL INC
    101 SAINT THERESA AVE
    WEST ROXBURY,MA02132     		NONE PUBLIC CHARITY GENERAL FUND 25,000
    SENIOR SOURCE
    255 E TEMPLE STREET STE 1660
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    SPCA OF TEXAS
    2400 LONE STAR DRIVE
    DALLAS,TX75212     		NONE PUBLIC CHARITY GENERAL FUND 650
    ST PAUL MEDICAL FOUNDATION
    5909 HARRY HINES BLVD THIRD FLOOR
    DALLAS,TX75235     		NONE PUBLIC CHARITY GENERAL FUND 1,500
    ST PHILIPS SCHOOL & COMMUNITY CENTER FOUNDATION
    1600 PENNSYLVANIA AVENUE
    DALLAS,TX75215     		NONE PUBLIC CHARITY GENERAL FUND 3,500
    SUICIDE & CRISIS CENTER OF NORTH TEXAS
    2800 SWISS AVENUE
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 2,000
    TACA INC
    1722 ROUTH STREET STE 115
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 1,500
    TEMPLE EMANU-EL
    8500 HILLCREST AVE
    DALLAS,TX75225     		NONE PUBLIC CHARITY GENERAL FUND 25,000
    TEXAS BALLET THEATER INC
    1600 GREEN OAKS ROAD
    FORT WORTH,TX76116     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    TEXAS EQUAL ACCESS
    501 WYNNEWOOD VILLAGE 386
    DALLAS,TX75224     		NONE PUBLIC CHARITY GENERAL FUND 3,500
    TEXAS FREEDOM NETWORK EDUCATION FUND
    PO BOX 1624
    10909 MIDWAY ROAD
    AUSTIN,TX78767     		NONE PUBLIC CHARITY GENERAL FUND 20,000
    TEXAS LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
    44 EAST AVENUE SUITE 202
    AUSTIN,TX78701     		NONE PUBLIC CHARITY GENERAL FUND 500
    TEXAS OBSERVER
    307 WEST 7TH STREET
    AUSTIN,TX78701     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    TEXAS TRIBUNE INC
    823 CONGRESS AVENUE STE 210
    AUSTIN,TX78701     		NONE PUBLIC CHARITY GENERAL FUND 2,500
    TRINITY RIVER AUDUBON CENTER
    6500 S LOOP 12
    DALLAS,TX75217     		NONE PUBLIC CHARITY GENERAL FUND 250
    TRUSTEES OF RESERVATIONS
    572 ESSEX STREET
    BEVERLY,MA01915     		NONE PUBLIC CHARITY GENERAL FUND 500
    VICKERY MEADOW LEARNING CENTER
    6329 RIDGECREST
    DALLAS,TX75231     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    VICTIMS OUTREACH
    5327 N CENTRAL EXPWY STE 305
    DALLAS,TX75205     		NONE PUBLIC CHARITY GENERAL FUND 250
    WILKINSON CENTER
    PO BOX 720248
    DALLAS,TX75372     		NONE PUBLIC CHARITY GENERAL FUND 500
    CENTER FOR REPRODUCTIVE RIGHTS
    120 WALL STREET
    NEW YORK,NY10005     		NONE PUBLIC CHARITY GENERAL FUND 5,000
    PUBLIC RADIO INTERNATIONAL
    401 2ND AVENUE NORTH SUITE 500
    MINNEAPOLIS,MN55401     		NONE PUBLIC CHARITY GENERAL FUND 10,000
    TEACH FOR AMERICA
    315 W 36TH STREET 7TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC CHARITY GENERAL FUND 25,000
    ACLU FOUNDATION OF TEXAS
    PO BOX 8306
    HOUSTON,TX77288     		NONE PUBLIC CHARITY GENERAL FUND 25,000
    ANNETTE STRAUSS INSTITUTE
    2504 A WHITIS AVENUE
    AUSTIN,TX78712     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    ARC OF TEXAS
    8001 CENTRE PARK DRIVE
    AUSTIN,TX78754     		NONE PUBLIC CHARITY GENERAL FUND 250
    ART21 INC
    286 SPRING STREET SUITE 405
    NEW YORK,NY10013     		NONE PUBLIC CHARITY GENERAL FUND 500
    AUDUBON TEXAS
    510 S CONGRESS AVE
    AUSTIN,TX78704     		NONE PUBLIC CHARITY GENERAL FUND 2,500
    AVANCE INC
    118 N MEDINA STREET
    SAN ANTONIO,TX78207     		NONE PUBLIC CHARITY GENERAL FUND 5,000
    BIG THOUGHT
    2501 OAK LAWN AVE SUITE 550
    DALLAS,TX75219     		NONE PUBLIC CHARITY GENERAL FUND 2,500
    BRYAN'S HOUSE
    PO BOX 35868
    DALLAS,TX75235     		NONE PUBLIC CHARITY GENERAL FUND 500
    CHILDCAREGROUP
    8585 N STEMMONS FREEWAY
    SUITE 600 SOUTH
    DALLAS,TX75247     		NONE PUBLIC CHARITY GENERAL FUND 2,000
    CONGREGATION SHIRAT HAYAM
    55 ATLANTIC AVENUE
    SWAMPSCOTT,MA01907     		NONE PUBLIC CHARITY GENERAL FUND 250
    CONSTRUCT INC
    41 MAHAIWE STREET
    GREAT BARRINGTON,MA01230     		NONE PUBLIC CHARITY GENERAL FUND 100
    THE COOPER INSTITUTE
    12330 PRESTON ROAD
    DALLAS,TX75230     		NONE PUBLIC CHARITY GENERAL FUND 500
    THE COUNCIL ON ALCOHOL & DRUG ABUSE
    1349 EMPIRE CENTRAL DRIVE
    SUITE 800
    DALLAS,TX75247     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    DALLAS ARTS DISTRICT
    2200 ROSS AVENUE SUITE 4600E
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 500
    DALLAS CENTER FOR ARCHITECTURE
    1909 WOODALL RODGERS FRWY
    SUITE 100
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 250
    DALLAS FILM SOCIETY
    3625 NORTH HALL STREET
    SUITE 740
    DALLAS,TX75219     		NONE PUBLIC CHARITY GENERAL FUND 500
    FREE PRESS
    40 MAIN ST
    SUITE 301
    FLORENCE,MA01062     		NONE PUBLIC CHARITY GENERAL FUND 2,000
    FREE SPEECH FOR PEOPLE
    2366 EASTLAKE AVENUE EAST
    SUITE 311
    SEATTLE,WA98102     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    GENESIS WOMEN'S SHELTER
    4411 LEMMON AVENUE
    DALLAS,TX75219     		NONE PUBLIC CHARITY GENERAL FUND 500
    HUGHEN CENTER
    2849 NINTH AVENUE
    PORT ARTHUR,TX77642     		NONE PUBLIC CHARITY GENERAL FUND 100
    JEWISH FEDERATION OF GREATER DALLAS
    7800 NORTHAVEN ROAD
    DALLAS,TX75230     		NONE PUBLIC CHARITY GENERAL FUND 13,000
    KERA-NTPB
    3000 HARRY HINES BOULEVARD
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    LAUNCHABILITY
    4350 SIGMA ROAD
    SUITE 100
    DALLAS,TX75244     		NONE PUBLIC CHARITY GENERAL FUND 500
    LEAGUE OF WOMEN VOTERS OF DALLAS
    2720 NORTH STEMMONS FREEWAY
    SUITE 812
    DALLAS,TX75207     		NONE PUBLIC CHARITY GENERAL FUND 500
    LEAGUE OF WOMEN VOTERS OF TEXAS
    1212 GUADALUPE ST 107
    AUSTIN,TX78701     		NONE PUBLIC CHARITY GENERAL FUND 250
    LEGACY AT PRESTON HOLLOW
    11409 NORTH CENTRAL EXPRESSWAY
    DALLAS,TX75243     		NONE PUBLIC CHARITY GENERAL FUND 500
    LEGAL AID OF NORTHWEST TEXAS
    1515 MAIN ST
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 500
    LILITH FUND
    PO BOX 384949
    AUSTIN,TX78768     		NONE PUBLIC CHARITY GENERAL FUND 500
    MARIA MITCHELL ASSOCIATION
    4 VESTAL STREET
    NANTUCKET,MA02554     		NONE PUBLIC CHARITY GENERAL FUND 500
    AMFAR FOUNDATION FOR AIDS RESEARCH
    120 WALL STREET 13TH FLOOR
    NEW YORK,NY10005     		NONE PUBLIC CHARITY GENERAL FUND 4,500
    MATCH FOUNDATION
    1001 COMMONWEALTH AVE
    BOSTON,MA02215     		NONE PUBLIC CHARITY GENERAL FUND 5,000
    MAZON
    10495 SANTA MONICA BLVD
    SUITE 100
    LOS ANGELES,CA90025     		NONE PUBLIC CHARITY GENERAL FUND 100
    MODERN ART MUSEUM OF FORT WORTH
    3200 DARNELL STREET
    FORT WORTH,TX76107     		NONE PUBLIC CHARITY GENERAL FUND 434
    MS FOUNDATION FOR WOMEN
    12 METROTECH CENTER 26TH FLOOR
    BROOKLYN,NY11201     		NONE PUBLIC CHARITY GENERAL FUND 1,200
    PAT & EMMITT SMITH CHARITIES
    14801 QUORUM DRIVE
    SUITE 220
    DALLAS,TX75254     		NONE PUBLIC CHARITY GENERAL FUND 250
    PROGRESSNOW EDUCATION FUND
    1600 UNIVERSITY AVE W SUITE 309B
    ST PAUL,MN55104     		NONE PUBLIC CHARITY GENERAL FUND 30,000
    RESOURCE CENTER DALLAS
    5450 DENTON DR CUT OFF
    DALLAS,TX75235     		NONE PUBLIC CHARITY GENERAL FUND 5,250
    SOUTHWESTERN MEDICAL FOUNDATION
    3963 MAPLE AVENUE SUITE 100
    DALLAS,TX75219     		NONE PUBLIC CHARITY GENERAL FUND 5,000
    ST JOSEPH'S FOUNDATION
    350 W THOMAS ROAD
    PHOENIX,AZ85013     		NONE PUBLIC CHARITY GENERAL FUND 100
    STAND FOR CHILDREN LEADERSHIP CENTER
    1524 S IH 35 SUITE 310
    AUSTIN,TX78704     		NONE PUBLIC CHARITY GENERAL FUND 2,500
    TEXAS ORGANIZING PROJECTS FUND
    1005 W JEFFERSON BLVD 300
    DALLAS,TX75208     		NONE PUBLIC CHARITY GENERAL FUND 25,000
    TEXPROTECTS
    2904 FLOYD STREET SUITE C2
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    THE DALLAS OPERA
    2403 FLORA ST SUITE 500
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    TITAS
    2100 ROSS AVENUE SUITE 650
    DALLAS,TX75201     		NONE PUBLIC CHARITY GENERAL FUND 2,000
    TRINITY TRUST
    1444 OAK LAWN AVE 200
    DALLAS,TX75207     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    TRUSTEES OF COLUMBIA UNIVERSITY
    535 WEST 116TH STREET
    NEW YORK,NY10027     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    TURTLE CREEK RECOVERY CENTER
    2820 SWISS AVENUE
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    US HOLOCAUST MEMORIAL MUSEUM
    5925 FOREST LANE SUITE 517
    DALLAS,TX75230     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    VOGEL ALCOVE
    7557 RAMBLER ROAD
    DALLAS,TX75231     		NONE PUBLIC CHARITY GENERAL FUND 10,000
    VOLUNTEER CENTER OF NORTH TEXAS
    2800 LIVE OAK STREET
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    WCF FOUNDATION
    1900 L STREET NW SUITE 500
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL FUND 2,500
    WHITE HOUSE PROJECT
    424 WEST 33RD STREET
    SUITE 010 LOWER LEVEL
    NEW YORK,NY10001     		NONE PUBLIC CHARITY GENERAL FUND 25,000
    WOMEN DONORS NETWORK
    565 COMMERCIAL STREET SUITE 300
    SAN FRANCISCO,CA94111     		NONE PUBLIC CHARITY GENERAL FUND 5,500
    WOMEN MAKE MOVIES
    462 BROADWAY SUITE 500WS
    NEW YORK,NY10013     		NONE PUBLIC CHARITY GENERAL FUND 25,000
    WOMEN'S ENEWS
    6 BARCLAY STREET SIXTH FLOOR
    NEW YORK,NY10007     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    WOMEN'S MEDIA CENTER
    320 W 37TH STREET 12A
    NEW YORK,NY10018     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    WOMEN'S MUSEUM
    3800 PARRY AVENUE
    DALLAS,TX75226     		NONE PUBLIC CHARITY GENERAL FUND 1,500
    WORLD PULSE
    909 NW 19TH AVE SUITE C
    PORTLAND,OR97209     		NONE PUBLIC CHARITY GENERAL FUND 250
    Total .................................bullet 3a 1,995,071
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 73,306  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 2,280,895  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME       82,395  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,436,596  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,436,596
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    LEBOWITZ FAMILY FOUNDATION
     
    Employer identification number

    26-3931946
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    LEBOWITZ FAMILY FOUNDATION
          		Employer identification number

    26-3931946
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    LAURENCE H LEBOWITZ NAOMI D ABE    
    PO BOX 670504
       
    DALLAS, TX   75367

    		$9,000,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    LEBOWITZ FAMILY FOUNDATION
          		Employer identification number

    26-3931946
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    LEBOWITZ FAMILY FOUNDATION
          		Employer identification number

    26-3931946
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    LEBOWITZ FAMILY FOUNDATION
    EIN: 26-3931946
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2011 InvestmentsOtherSchedule2
    Name:
    LEBOWITZ FAMILY FOUNDATION
    EIN: 26-3931946
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HBK OFFSHORE FUND CLASS Z   0 0
    HBK OFFSHORE FUND II CLASS Z   116,940 137,797
    OVS CAPITAL FUND   1,000,000 1,080,320
    TIFF KEYSTONE FUND   7,583,932 7,392,922
    TIFF ABSOLUTE RETURN POOL II   7,500,000 7,206,313
    TIFF MULTI-ASSET FUND   100,000 97,308

    TY 2011 LandEtcSchedule2
    Name:
    LEBOWITZ FAMILY FOUNDATION
    EIN: 26-3931946
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2011 OtherExpensesSchedule
    Name:
    LEBOWITZ FAMILY FOUNDATION
    EIN: 26-3931946
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TIFF KEYSTONE FUND 29,870 29,838    
    MISCELLANEOUS EXPENSE 16 16    


    TY 2011 OtherIncomeSchedule2
    Name:
    LEBOWITZ FAMILY FOUNDATION
    EIN: 26-3931946
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TIFF KEYSTONE FUND 82,395 82,427