Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
LEBOWITZ-ABERLY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO TROVE PO BOX 962049
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02196
A Employer identification number

26-3931946
B Telephone number (see instructions)

(617) 765-2100
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$54,826,727J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 671,643 671,643  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 155,285
b Gross sales price for all assets on line 6a 1,489,122
7 Capital gain net income (from Part IV, line 2)... 155,285
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
List of Attached Documents:
// Content
280,650 287,806  
12 Total. Add lines 1 through 11........ 1,107,578 1,114,734  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
79,215 39,608   39,607
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
130 0   130
17 Interest............... 1,694 600   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
198,907 10,562   0
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
List of Attached Documents:
// Content
240,967 236,645   235
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 520,913 287,415   39,972
25 Contributions, gifts, grants paid....... 2,587,350 2,587,350
26 Total expenses and disbursements. Add lines 24 and 25 3,108,263 287,415   2,627,322
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,000,685
b Net investment income (if negative, enter -0-) 827,319
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 1,766,368 7,906,195 7,906,195
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 47,936,032 Click to see attachment
List of Attached Documents:
// Content
36,697,020 		43,820,532
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
3,100,000 		Click to see attachment
List of Attached Documents:
// Content
3,100,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,702,400 47,703,215 54,826,727
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
1,000 		Click to see attachment
List of Attached Documents:
// Content
2,500
23 Total liabilities (add lines 17 through 22)......... 1,000 2,500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 49,701,400 47,700,715
29 Total net assets or fund balances (see instructions)..... 49,701,400 47,700,715
30 Total liabilities and net assets/fund balances (see instructions). 49,702,400 47,703,215
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
49,701,400
2
Enter amount from Part I, line 27a .....................
2
-2,000,685
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
47,700,715
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
47,700,715
Form 990-PF (2023)
Form 990-PF (2023)
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 JP MORGAN - 8938 PUBLICLY TRADED SECURITIES      
b JP MORGAN - 8938 AABA P    
c FROM INVESTMENT FUND K-1S P    
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 1,301,872   1,324,723 -22,851
b 187,250   105,250 82,000
c       96,136
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       -22,851
b       82,000
c       96,136
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 2 155,285
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 instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 11,500
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 11,500
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,500
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 40,565
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,565
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 104
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 28,961
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow28,961 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX, MA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTROVE Telephone no.right arrow (617) 765-2100

Located atright arrow40 BROAD STREETBOSTONMA ZIP+4right arrow02109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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 instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
Yes
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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 instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See 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, TREAS
0.00 		0 0 0
C/O TROVE PO BOX 962049
BOSTON,MA02196
NAOMI D ABERLY DIRECTOR, VICE PRES, SECRE
0.00 		0 0 0
C/O TROVE PO BOX 962049
BOSTON,MA02196
TERRI LACY DIRECTOR
0.00 		0 0 0
600 TRAVIS STREET SUITE 4200
HOUSTON,TX77002
2 Compensation of five highest-paid employees (other than those included on line 1—see 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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 N/A - CHARITABLE PURPOSES ARE ACCOMPLISHED THROUGHDISCRETIONARY GRANT MAKING PROGRAMS 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see 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 instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see 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
47,431,598
b
Average of monthly cash balances.......................
1b
3,465,367
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
50,896,965
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
50,896,965
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
763,454
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
50,133,511
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,506,676
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,506,676
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,500
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
393
c
Add lines 2a and 2b............................
2c
11,893
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,494,783
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,494,783
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,494,783
Part XI
Qualifying Distributions (see 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
2,627,322
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,627,322
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,494,783
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 36,967
f Total of lines 3a through e ........ 36,967
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,627,322
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 2,494,783
e Remaining amount distributed out of corpus 132,539
5 Excess distributions carryover applied to 2023. 0 0
(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 5 169,506
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		169,506
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 36,967
e Excess from 2023.... 132,539
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see 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).)
NAOMI D ABERLY
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.
LAURENCE H LEBOWITZ
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

A HEALTHIER DEMOCRACY

12 MOHAWK STREET 9
BOSTON,MA02127 		  PC GENERAL FUND 15,000

ACLU FOUNDATION OF MASSACHUSETTS

ONE CENTER PLAZA SUITE 850
BOSTON,MA02108 		  PC GENERAL FUND 50,000

ADVANCE DEMOCRACY

C/O 1951 KIDWELL DRIVE SUITE 200
TYSONS CORNER,VA22182 		  PC GENERAL FUND 50,000

ALLIANCE FOR JUSTICE

11 DUPONT CIRCLE NW SUITE 500
WASHINGTON,DC20036 		  PC GENERAL FUND 25,000

ALLIANCE FOR YOUTH ORGANIZING

650 MASSACHUSETTS AVENUE NW 600
WASHINGTON,DC20001 		  PC PROJECT SUPPORT: MOVE TEXAS CIVIC FUND 5,000

AMALGAMATED CHARITABLE FOUNDATION

1825 K STREET NW
WASHINGTON,DC20006 		  PC PROJECT SUPPORT: GROUNDWORK FOUNDATION 42,500

AMALGAMATED CHARITABLE FOUNDATION

1825 K STREET NW
WASHINGTON,DC20006 		  PC PROJECT SUPPRT: TRANSGENDER FREEDOM ALLIANCE 25,000

AMERICAN VALUES COALITION

2250 DOUBLE CREEK DRIVE 6661
ROUND ROCK,TX78683 		  PC GENERAL FUND 10,000

AMHERST COLLEGE

PO BOX 5000
AMHERST,MA010025000 		  PC GENERAL FUND 2,500

BELMONT HILL SCHOOL

350 PROSPECT STREET
BELMONT,MA02478 		  PC GENERAL FUND 10,000

BLACK MEN VOTE

4410 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		  PC PROJECT SUPPORT: STRENGTH IN NUMBERS PROGRAM 10,000

BLACK VOTERS MATTER

3645 MARKETPLACE BLVD SUITE 130-209
EAST POINT,GA30344 		  PC PROJECT SUPPORT: CAPACITY BUILDING INSTITUTE 10,000

BOSTON ARTS ACADEMY FOUNDATION

126 BROOKLINE AVE
BOSTON,MA02215 		  PC GENERAL FUND 2,500

BRENNAN CENTER FOR JUSTICE

120 BROADWAY SUITE 1750
NEW YORK,NY10271 		  PC GENERAL FUND 30,000

CAMPAIGN FOR A FAMILY FRIENDLY ECONOMY

114 NORTH MAIN STREET SUITE 201
CONCORD,NH03301 		  PC PROJECT SUPPORT: NORTH MAIN STREET FUND 10,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET
NEW YORK,NY10038 		  PC GENERAL FUND 15,000

CHARLES RIVER WATERSHED ASSOCIATION

41 WEST STREET SUITE 800
BOSTON,MA02111 		  PC GENERAL FUND 2,500

CIVIC TN

5016 CENTENNIAL BLVD SUITE 200
NASHVILLE,TN37209 		  PC GENERAL FUND 5,000

COLLECTIVE EDUCATION FUND

4751 BEST ROAD SUITE 490
ATLANTA,GA30337 		  PC GENERAL FUND 15,000

COLLECTIVE POWER FOR REPRODUCTIVE JUSTICE

893 WEST STREET
AMHERST,MA01002 		  PC GENERAL FUND 1,000

COMMUNITY CATALYST

ONE FEDERAL STREET
BOSTON,MA02110 		  PC GENERAL FUND 2,500

COMMUNITY CHANGE

1536 U STREET NW
WASHINGTON,DC20009 		  PC GENERAL FUND 25,000

CONGRESSIONAL PROGRESSIVE CAUCUS CENTER

80 F STREET NW
WASHINGTON,DC20001 		  PC GENERAL FUND 25,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110 		  PC GENERAL FUND 2,500

CREW

1331 F ST NW SUITE 900
WASHINGTON,DC20004 		  PC GENERAL FUND 25,000

CTZNWELL INSTITUTE

156 5TH AVE
NEW YORK,NY10010 		  PC PROJECT SUPPORT: VOTE PRO CHOICE 10,000

DEMAND JUSTICE INITIATIVE

200 MASSACHUSETTS AVENUE NW 7TH FL
WASHINGTON,DC20001 		  PC GENERAL FUND 10,000

DEMOCRACY FORWARD FOUNDATION

PO BOX 34553
WASHINGTON,DC20043 		  PC GENERAL FUND 15,000

DEMOS

80 BROAD STREET SUITE 400
NEW YORK,NY10004 		  PC GENERAL FUND 25,000

DIA ART FOUNDATION

3 BEEKMAN STREET BEACON
NEW YORK,NY12508 		  PC GENERAL FUND 10,000

ELLIS EARLY LEARNING

58 BERKELEY STREET
BOSTON,MA02116 		  PC GENERAL FUND 2,500

EMERALD NECKLACE CONSERVANCY

350 JAMAICAWAY
BOSTON,MA02130 		  PC GENERAL FUND 1,000

ENVIRONMENTAL LEAGUE OF MA

15 COURT SQUARE SUITE 1000
BOSTON,MA02108 		  PC GENERAL FUND 2,500

ESPLANADE ASSOCIATION

575 BOYLSTON STREET SUITE 4R
BOSTON,MA02116 		  PC GENERAL FUND 1,000

EVERY TEXAN

7020 EASY WIND DRIVE SUITE 200
AUSTIN,TX78752 		  PC GENERAL FUND 1,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 4184
NEW YORK,NY10163 		  PC GENERAL FUND 5,000

FAIR COUNT

PO BOX 170382
ATLANTA,GA30317 		  PC GENERAL FUND 5,000

FAIR DISTRICTS FUND

1225 I ST NW STE 1250
WASHINGTON,DC20005 		  PC GENERAL FUND 15,000

FIX THE COURT

348 4TH AVE 1007
BROOKLYN,NY11215 		  PC GENERAL FUND 25,000

FOUR DIRECTIONS NATIVE VOTER ENGAGEMENT FUND

PO BOX 194
MISSION,SD57555 		  PC GENERAL FUND 10,000

FREE & FAIR LITIGATION GROUP

266 WEST 37TH STREET 20TH FLOOR
NEW YORK,NY10018 		  PC GENERAL FUND 2,500

FREE SPEECH FOR PEOPLE

48 NORTH PLEASANT STREET SUITE 304
AMHERST,MA01002 		  PC GENERAL FUND 5,000

FRIENDS OF THE PUBLIC GARDEN

69 BEACON STREET
BOSTON,MA02108 		  PC GENERAL FUND 21,000

GBH BEACON CIRCLE

ONE GUEST STREET
BOSTON,MA02135 		  PC GENERAL FUND 2,500

GLOBAL IMPACT

1199 NORTH FAIRFAX ST NO 300
ALEXANDRIA,VA22314 		  PC PROJECT SUPPORT: THE 65 PROJECT 5,000

GREENHILL SCHOOL

4141 SPRING VALLEY ROAD
ADDISON,TX75001 		  PC GENERAL FUND 500,000

GUTTMACHER INSTITUTE

125 MAIDEN LANE 7TH FLOOR
NEW YORK,NY10038 		  PC GENERAL FUND 1,000

HARVARD ART MUSEUMS

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  PC GENERAL FUND 2,500

HARVARD COLLEGE FUND

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  PC GENERAL FUND 10,000

HARVARD SEAS - ANNUAL FUND

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  PC GENERAL FUND 10,000

HEALTH EQUITY INTERNATIONAL ST BONIFACE HOSPITAL

40 GLEN AVE
NEWTON,MA02459 		  PC GENERAL FUND 5,000

HEALTHY FUTURES OF TEXAS

2300 WEST COMMERCE STREET SUITE 212
SAN ANTONIO,TX78207 		  PC GENERAL FUND 1,000

HOPEWELL FUND

1828 L STREET NW SUITE 300-D
WASHINGTON,DC20036 		  PC PROJECT SUPPORT: CONTRACEPTIVE ACCESS INITIATIVE 10,000

HOPEWELL FUND

1828 L STREET NW SUITE 300-D
WASHINGTON,DC20036 		  PC PROJECT SUPPORT: VOTE FORWARD EDUCATION FUND 20,000

HOPEWELL FUND

1828 L STREET NW SUITE 300-D
WASHINGTON,DC20036 		  PC PROJECT SUPPORT: DEMOCRACY DOCKET LEGAL FUND 30,000

HOPEWELL FUND

1828 L STREET NW SUITE 300-D
WASHINGTON,DC20036 		  PC PROJECT SUPPORT: FAIRNESS PROJECT EDUCATION FUND 50,000

HOTCHKISS SCHOOL

11 INTERLAKEN ROAD
LAKEVILLE,CT06039 		  PC GENERAL FUND 5,000

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		  PC GENERAL FUND 5,000

INDIVISIBLE CIVIC ENGAGEMENT

PO BOX 43884
WASHINGTON,DC20010 		  PC GENERAL FUND 50,000

ISABELLA STEWART GARDNER MUSEUM

25 EVANS WAY
BOSTON,MA02115 		  PC GENERAL FUND 2,000

J STREET EDUCATION FUND

PO BOX 66073
WASHINGTON,DC20035 		  PC GENERAL FUND 1,000

JEWISH ELECTORATE INSTITUTE

PO BOX 33638
WASHINGTON,DC20036 		  PC GENERAL FUND 5,000

JFK LIBRARY FOUNDATION

COLUMBIA POINT
BOSTON,MA02125 		  PC GENERAL FUND 5,000

JOLT INITIATIVE

PO BOX 4185
AUSTIN,TX78765 		  PC GENERAL FUND 5,000

KENTUCKY CIVIC ENGAGEMENT TABLE

2508 PORTLAND AVENUE SUITE 14
LOUISVILLE,KY40212 		  PC PROJECT SUPPORT: ABLE KY 5,000

KING BAUDOUIN FOUNDATION US

551 5TH AVE SUITE 2400
NEW YORK,NY10176 		  PC PROJECT SUPPORT: DSZ - INTERNATIONAL GIVING FOUNDATION 5,000

LCV EDUCATION FUND

740 15TH STREET NW SUITE 700
WASHINGTON,DC20005 		  PC GENERAL FUND 5,000

LEADERSHIP CTR FOR ATTY GENERAL STUDIES

PO BOX 34445
WASHINGTON,DC20005 		  PC GENERAL FUND 7,500

MARCH TO THE POLLS

5706 E MOCKINGBIRD LANE 115-267
DALLAS,TX75206 		  PC GENERAL FUND 5,000

MASS MOCA

1040 MASS MOCA WAY
NORTH ADAMS,MA01247 		  PC GENERAL FUND 2,500

MASS INC

11 BEACON STREET SUITE 500
BOSTON,MA02108 		  PC GENERAL FUND 25,000

MAYDAY MEDICINES

442 5TH AVENUE 1648
NEW YORK,NY10018 		  PC GENERAL FUND 5,000

MEDIA MATTERS FOR AMERICA

PO BOX 52155
WASHINGTON,DC20091 		  PC GENERAL FUND 15,000

METROWEST WOMEN'S FUND

PO BOX 192
WESTON,MA02493 		  PC GENERAL FUND 1,000

MOTHERS OUT FRONT

PO BOX 55071 23686
BOSTON,MA02205 		  PC GENERAL FUND 5,000

MOVEMENT ADVANCEMENT PROJECT

1905 15TH STREET 1097
BOULDER,CO80306 		  PC PROJECT SUPPORT: WINNING JOBS NARRATIVE 10,000

MOVEMENT LABS

18459 PATRIOT LANE
RUTHER GLEN,VA22546 		  PC PROJECT SUPPORT: CENTER FOR COMMON GROUND 25,000

MS FOUNDATION FOR WOMEN

1 WILLOUGHBY SQUARE SUITE 200
BROOKLYN,NY11201 		  PC GENERAL FUND 2,500

NANTUCKET ATHENEUM

1 INDIA STREET PO BOX 808
NANTUCKET,MA02554 		  PC GENERAL FUND 1,000

NANTUCKET COTTAGE HOSPITAL FOUNDATION

57 PROSPECT STREET
NANTUCKET,MA02554 		  PC GENERAL FUND 1,000

NANTUCKET LIGHTHOUSE SCHOOL

1 RUGGED RD NANTUCKET
NANTUCKET,MA02554 		  PC GENERAL FUND 1,000

NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES

1725 EYE STREET NW SUITE 950
WASHINGTON,DC20006 		  PC GENERAL FUND 2,500

NATIONAL REDISTRICTING FOUNDATION

712 H STREET NW 25
WASHINGTON,DC20002 		  PC GENERAL FUND 50,000

NATIONAL VOTE AT HOME INSTITUTE

PO BOX 65752
WASHINGTON,DC20035 		  PC GENERAL FUND 10,000

NEIGHBOR TO NEIGHBOR EDUCATION FUND

PO BOX 30839
WORCESTER,MA01603 		  PC GENERAL FUND 2,500

NEO PHILANTHROPY

1001 AVE OF THE AMERICAS 12TH FLOOR
NEW YORK,NY10018 		  PC PROJECT SUPPORT: DEMOCRACY 2076 7,500

NEO PHILANTHROPY

1001 AVE OF THE AMERICAS 12TH FLOOR
NEW YORK,NY10018 		  PC PROJECT SUPPORT: PIECE BY PIECE STRATEGIES 5,000

NEO PHILANTHROPY

1001 AVE OF THE AMERICAS 12TH FLOOR
NEW YORK,NY10018 		  PC PROJECT SUPPORT: VIRGINIA PLUS 15,000

NETWORK FOR GOOD

655 15TH ST NW SUITE 650
WASHINGTON,DC20005 		  PC PROJECT SUPPORT: BRITISH SCHOOLS & UNIVERSITIES FOUNDATION 1,000

NEW GEORGIA PROJECT

830 GLENWOOD AVE SE SUITE 510-221
ATLANTA,GA30316 		  PC GENERAL FUND 5,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		  PC PROJECT SUPPORT: AMERICA VOTES 50,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		  PC PROJECT SUPPORT: CENTER FOR SECURE AND MODERN ELECTIONS 5,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		  PC PROJECT SUPPORT: VOTER ENGAGEMENT FUND 25,000

ONE FAIR WAGE

1419 34TH AVENUE
OAKLAND,CA94601 		  PC GENERAL FUND 5,000

PANORAMA GLOBAL

2101 4TH AVENUE SUITE 2100
SEATTLE,WA98121 		  PC PROJECT SUPPORT: RUN FOR SOMETHING CIVICS 50,000

PATRIOTIC MILLIONAIRES RESEARCH CENTER

1010 WISCONSIN AVE NW SUITE 705B
WASHINGTON,DC20007 		  PC GENERAL FUND 10,000

PPFA

123 WILLIAM STREET
NEW YORK,NY10038 		  PC GENERAL FUND 225,000

PPGT

7424 GREENVILLE AVENUE SUITE 206
DALLAS,TX75231 		  PC GENERAL FUND 5,000

PPLM

1055 COMMONWEALTH AVENUE
BOSTON,MA02215 		  PC GENERAL FUND 25,000

PROGRESSIVE CHANGE INSTITUTE

1629 K ST NW STE 300
WASHINGTON,DC20006 		  PC GENERAL FUND 10,000

PROTECT DEMOCRACY PROJECT

2020 PENNSYLVANIA AVE NW 163
WASHINGTON,DC20006 		  PC GENERAL FUND 15,000

PROTEUS FUND

15 RESEARCH DRIVE SUITE B
AMHERST,MA01002 		  PC PROJECT SUPPORT: PIPER FUND'S JUDICIAL INDEPENDENCE 10,000

PROVIDE

PO BOX 8265
ROUND ROCK,TX78683 		  PC GENERAL FUND 5,000

RED WINE AND BLUE EDUCATION FUND

3675 WARRENSVILLE CENTER ROAD
202359
CLEVELAND,OH44120 		  PC GENERAL FUND 15,000

REPOWER FUND

2639 NICOLLET AVE SUITE 220
MINNEAPOLIS,MN55408 		  PC GENERAL FUND 2,500

REPRODUCTIVE EQUITY NOW FOUNDATION

ONE FEDERAL STREET FLOOR 5
BOSTON,MA02110 		  PC GENERAL FUND 10,000

REPRODUCTIVE FREEDOM FOR ALL

1725 EYE STREET NW SUITE 900
WASHINGTON,DC20006 		  PC GENERAL FUND 10,000

RESIST

PO BOX 301240
BOSTON,MA02130 		  PC GENERAL FUND 2,500

ROSE KENNEDY GREENWAY CONSERVANCY

185 KNEELAND STREET
BOSTON,MA02111 		  PC GENERAL FUND 1,500

ROXBURY LATIN SCHOOL

101 ST THERESA AVENUE
WEST ROXBURY,MA02132 		  PC GENERAL FUND 10,000

SOMOS VOTANTES EDUCATION FUND

114 NORTH MAIN STREET SUITE 203
CONCORD,NH03301 		  PC PROJECT SUPPORT: NORTH MAIN STREET FUND 10,000

ST FRANCIS HOUSE

39 BOYLSTON STREET
BOSTON,MA02116 		  PC GENERAL FUND 1,000

STATE INNOVATION EXCHANGE

PO BOX 260230
MADISON,WI53726 		  PC GENERAL FUND 25,000

STATE LEADERSHIP PROJECT

PO BOX 223
RALEIGH,NC27602 		  PC GENERAL FUND 50,000

SUFFRAGE 100 MA

PO BOX 610010
NEWTON,MA02461 		  PC GENERAL FUND 1,000

SUPERMAJORITY EDUCATION FUND

PO BOX 1014
NEW YORK,NY10272 		  PC GENERAL FUND 5,000

SWIM ACROSS AMERICA

8508 PARK RD 389
CHARLOTTE,NC28210 		  PC GENERAL FUND 500

TAKE BACK THE COURT

2370 MARKET STREET 433
SAN FRANCISCO,CA94114 		  PC GENERAL FUND 25,000

TEMPLE EMANU-EL

8500 HILLCREST ROAD
DALLAS,TX75225 		  PC GENERAL FUND 1,000

TEXAS CIVIL RIGHTS PROJECT

1405 MONTOPOLIS DR
AUSTIN,TX78741 		  PC GENERAL FUND 15,000

TEXAS EQUAL ACCESS FUND

PO BOX 7336
DALLAS,TX75222 		  PC GENERAL FUND 2,500

TEXAS FREEDOM NETWORK EDUCATION FUND

PO BOX 1624
AUSTIN,TX78767 		  PC GENERAL FUND 15,000

TEXAS ORGANIZING PROJECT EDUCATION FUND

PO BOX 120296
SAN ANTONIO,TX78212 		  PC GENERAL FUND 25,000

THE 19TH NEWS

3571 FAR WEST BLVD 3497
AUSTIN,TX78731 		  PC GENERAL FUND 10,000

THE FILM COLLABORATIVE

3405 CAZADOR STREET
LOS ANGELES,CA90065 		  PC PROJECT SUPPORT: AMANDACHANGED MY MIND 7,350

TIDES

PO BOX 889389
LOS ANGELES,CA90088 		  PC PROJECT SUPPORT: CENTER FOR WORKING FAMILIES 10,000

TIDES CENTER

1012 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		  PC PROJECT SUPPORT: VOICES FOR PROGRESS EDUCATION FUND 2,500

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		  PC PROJECT SUPPORT: MOVEMENT VOTER PROJECT 25,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		  PC PROJECT SUPPORT: TEXAS BLACK CIVIC FUND 5,000

TRUSTEES OF TUFTS UNIVERSITY

150 HARRISON AVE
BOSTON,MA02111 		  PC PROJECT SUPPORT: TISCH COLLEGE OF CIVIC LIFE 5,000

TSNE

89 SOUTH STREET SUITE 700
BOSTON,MA02111 		  PC PROJECT SUPPORT: MASSACHUSETTS VOTER TABLE 25,000

TURNUP

35 WALDEN STREET 3
CAMBRIDGE,MA02140 		  PC PROJECT SUPPORT: TURNOUT ACTIVISM 5,000

ULTRAVIOLET EDUCATION FUND

PO BOX 92592
WASHINGTON,DC92592 		  PC GENERAL FUND 30,000

USC - SCHOOL OF DRAMATIC ARTS

3716 SOUTH HOPE STREET SUITE 107
LOS ANGELES,CA90089 		  PC GENERAL FUND 10,000

VET VOICE FOUNDATION

PO BOX 10031
PORTLAND,OR97296 		  PC GENERAL FUND 5,000

VOTEORG

4096 PIEDMONT AVE 368
OAKLAND,CA94611 		  PC GENERAL FUND 10,000

VOTER FORMATION PROJECT

712 H ST NE PMB 41
WASHINGTON,DC20002 		  PC GENERAL FUND 50,000

VOTER PARTICIPATION CENTER

1707 L STREET NW
WASHINGTON,DC20036 		  PC GENERAL FUND 5,000

VOTO LATINO FOUNDATION

PO BOX 35608
WASHINGTON,DC20033 		  PC GENERAL FUND 10,000

WAY TO RISE

1825 K STREET NW SUITE 315
WASHINGTON,DC20036 		  PC GENERAL FUND 50,000

WBUR

890 COMMONWEALTH AVE
BOSTON,MA02215 		  PC GENERAL FUND 2,500

WELLESLEY COLLEGE

106 CENTRAL STREET
WELLESLEY,MA02481 		  PC GENERAL FUND 10,000

WILLIAMS COLLEGE

75 PARK STREET
WILLIAMSTOWN,MA01267 		  PC GENERAL FUND 10,000

WOMEN'S DONOR NETWORK

565 COMMERCIAL STREET SUITE 300
SAN FRANCISCO,CA94111 		  PC PROJECT SUPPORT: COURT ACCOUNTABILITY ALLIANCE (CAA) 10,000

WOMEN'S DONOR NETWORK

565 COMMERCIAL STREET SUITE 300
SAN FRANCISCO,CA94111 		  PC PROJECT SUPPORT: COURT ACCOUNTABILITY ALLIANCE 75,000

WOMEN'S DONOR NETWORK

565 COMMERCIAL STREET SUITE 300
SAN FRANCISCO,CA94111 		  PC PROJECT SUPPORT: ABORTION BRIDGE COLLABORATIVE FUND 15,000

WORKMONEY FOUNDATION

790 N MILWAUKEE ST SUITE 300
MILWAUKEE,WI53202 		  PC GENERAL FUND 5,000
Total .................................right arrow 3a 2,587,350
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 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 ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 671,643  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 155,285  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFROM INVESTMENT K-1 - UBTI 		523000 -7,589      
bFROM INVESTMENT K-1 - TAX EXEMPT INCOME         433
cFROM INVESTMENT K-1 - OTHER INCOME       287,806  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -7,589 1,114,734 433
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,107,578
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11 TAX-EXEMPT INCOME FROM INVESTMENT
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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
Sign Here
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) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
LEBOWITZ-ABERLY FAMILY FOUNDATION
EIN:
26-3931946
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DAIGLE TAX PREP FEES 38,113 19,057   19,056
TROVE ACCOUNTING FEES 41,102 20,551   20,551

TY 2023 GeneralExplanationAttachment
Name:
LEBOWITZ-ABERLY FAMILY FOUNDATION
EIN:
26-3931946
Identifier Return Reference Explanation
SECTION 987 DE MINIMIS ELECTION FORM 990-PF TAXPAYER IS MAKING THE ELECTION UNDER TREAS. REG. SECTION1.987-1(B)(1)(II) TO APPY THE DE MINIMIS RULE FOR PURPOSESOF COMPUTING ANY GAINS AND/OR LOSSES RELATED TO ITS SECTION 987QUALIFIED BUSINESS UNIT (QBU) AS A RESULT OF ITS INDIRECTINTEREST IN PRIMARY IV A LP, CHAMP BUYOUT III (WW)TRUST, LP, SOVEREIGN CAPITAL LIMITED PARTNERSHIP III, ICENI CAPITAL PARTNERS I, LP, CHAMP VENTURES INVESTMENTS 7, LP, CHAMP VENTURES INVESTMENTS TRUST NO. 7A, LP, PIPER PRIVATE EQUITY FUND VI, LP, GB DEUTSCHLAND FUND GMBH & CO KG AND PIPER PRIVATE EQUITY FUND V, LP.
STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIRED FORM 990-PF, PART VI-B THE LEBOWITZ-ABERLY FAMILY FOUNDATION FILED FORM 4720 WITH THE 2022 FORM 990-PF PROPERLY REPORTING A SELF-DEALING TRANSACTION. THE 2022 TRANSACTION WAS CORRECTED ON NOVEMBER 14, 2023 PRIOR TO THE FILING OF THE 2022 FORM 990-PF. AS SUCH, THE FOUNDATION HAS ANSWERED PART VI-B, QUESTION 1D "YES."

TY 2023 InvestmentsOtherSchedule2
Name:
LEBOWITZ-ABERLY FAMILY FOUNDATION
EIN:
26-3931946
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT FUNDS AT COST 24,032,200 26,978,387
JP MORGAN AT COST 12,664,820 16,842,145

TY 2023 OtherAssetsSchedule
Name:
LEBOWITZ-ABERLY FAMILY FOUNDATION
EIN:
26-3931946
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SUBSCRIPTIONS PENDING 0 3,100,000 3,100,000


TY 2023 OtherExpensesSchedule
Name:
LEBOWITZ-ABERLY FAMILY FOUNDATION
EIN:
26-3931946
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM INVESTMENT FUND K-1 - OTHER DEDUCTIONS 172,056 172,056   0
FROM INVESTMENT FUND K-1 - INTEREST EXPENSE 62,199 62,199   0
FROM INVESTMENT FUND K-1 - NON-DEDUCTIBLE EXPENSE 1,047 0   0
FROM INVESTMENT FUND K-1 - DEPLETION 2,390 2,390   0
FILING FEES 235 0   235
PENALTIES 3,040 0   0


TY 2023 OtherIncomeSchedule2
Name:
LEBOWITZ-ABERLY FAMILY FOUNDATION
EIN:
26-3931946
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM INVESTMENT K-1 - UBTI -7,589   -7,589
FROM INVESTMENT K-1 - TAX EXEMPT INCOME 433   433
FROM INVESTMENT K-1 - OTHER INCOME 287,806 287,806 287,806


TY 2023 OtherLiabilitiesSchedule
Name:
LEBOWITZ-ABERLY FAMILY FOUNDATION
EIN:
26-3931946
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 1,000 2,500


TY 2023 OtherProfessionalFeesSchedule
Name:
LEBOWITZ-ABERLY FAMILY FOUNDATION
EIN:
26-3931946
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REGISTERED AGENT FEES 130 0   130


TY 2023 TaxesSchedule
Name:
LEBOWITZ-ABERLY FAMILY FOUNDATION
EIN:
26-3931946
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 146,616 0   0
FROM INVESTMENT FUND K-1 - FOREIGN TAXES 10,562 10,562   0
STATE TAXES 41,729 0   0