Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Leaf - the Lowy Endowment & Annuity Foundation - Inc.
990EZ • Fiscal year 2020 • EIN 26-4387996
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
4th percentile
Faster revenue growth than 4% of similar nonprofits.
Balance Sheet
Assets
Down$411,005
Down $55,184 (-12%) from 2019
Net Assets
Down$411,005
Down $45,184 (-9.9%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$25,000
Down $340,000 (-93%) from 2019
Expenses
Down$70,184
Down $95,437 (-58%) from 2019
Net Income
Down-$45,184
Down $244,563 (-123%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Mar 5, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $25,000
Mission and Program Overview
Mission
To raise charitable contributions from friends, family, and outside contacts; purchase endowment and redistribute the earnings to other charitable organizations.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| HELPING SUPPORT SMALLER CHARITABLE ORGANIZATIONS | $70,000 | $70,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| - | Principal Of | - | $0 | - | - |
| STEVEN A WEG | Director | - | $0 | - | - |
| GAVRIEL M KELEMER | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Leaf(the Lowy Endowment & Annuity
- EIN
- 26-4387996
- Address
- 2885 SANFORD AVE SW STE 13000, GRANDVILLE, MI 49418
Signing Officer
- Name
- Shlomo Lowy
- Title
- Principal Officer
- Signed
- 2021-03-05
Preparer
- Firm
- Baker & Mcniff Pc Cpas
- Address
- 5101 CLEVELAND ST STE 104, VIRGINIA BEACH, VA 23462
- Preparer
- Carole a Howland
- Phone
- 7574991122
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Name: american friends torah & tefilah of address: 15 waverly place lawrence, ny 11559 cash contribution: 60,000 name: bikur cholim of los angeles address: 8489 w. Third st los angeles, ca 90048 cash contribution: 10,000”
Form 990-ez, Part II, Line 24
“Caal management (bridge loan) 210,000 136,500 life insurance premiums 0 0 life insurance policies:pacific life 249,100 274,100 total 459,100 410,600”
Form 990-ez, Part II, Line 26
“Timing difference 10,000 0”
Form 990-ez, Part III
“To raise charitable contributions from friends, family, and outside contacts; purchase endowment and redistribute the earnings to other charitable organizations.”
Raw XML Appendix135 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | STEVEN A WEG |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | GAVRIEL M KELEMER |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SHLOMO LOWY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3639353868 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6119 GREENVILLE AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | DALLAS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 75206 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 7089 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 405 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 25000 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -45184 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 184 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 466189 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 411005 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 70000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 25000 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 456189 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 411005 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 456189 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 411005 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt | 0 | SHLOMO LOWY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | STEVEN A WEG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GAVRIEL M KELEMER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRINCIPAL OF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 459100 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 410600 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO RAISE CHARITABLE CONTRIBUTIONS FROM FRIENDS, FAMILY, AND OUTSIDE CONTACTS; PURCHASE ENDOWMENT AND REDISTRIBUTE THE EARNINGS TO OTHER CHARITABLE ORGANIZATIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | HELPING SUPPORT SMALLER CHARITABLE ORGANIZATIONS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 70000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 70000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 10000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 70184 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 70000 |
| IRS990EZ/TotalRevenueAmt | 0 | 25000 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 25000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 365000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 390000 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 390000 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 25000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 365000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 390000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 25000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 365000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 390000 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAME: AMERICAN FRIENDS TORAH & TEFILAH OF ADDRESS: 15 WAVERLY PLACE LAWRENCE, NY 11559 CASH CONTRIBUTION: 60,000 NAME: BIKUR CHOLIM OF LOS ANGELES ADDRESS: 8489 W. THIRD ST LOS ANGELES, CA 90048 CASH CONTRIBUTION: 10,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CAAL MANAGEMENT (BRIDGE LOAN) 210,000 136,500 LIFE INSURANCE PREMIUMS 0 0 LIFE INSURANCE POLICIES:PACIFIC LIFE 249,100 274,100 TOTAL 459,100 410,600 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TIMING DIFFERENCE 10,000 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO RAISE CHARITABLE CONTRIBUTIONS FROM FRIENDS, FAMILY, AND OUTSIDE CONTACTS; PURCHASE ENDOWMENT AND REDISTRIBUTE THE EARNINGS TO OTHER CHARITABLE ORGANIZATIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SHLOMO LOWY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRINCIPAL OFFICER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-03-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LEAF(THE LOWY ENDOWMENT & ANNUITY |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION) INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LEAF |
| ReturnHeader/Filer/EIN | 0 | 264387996 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2885 SANFORD AVE SW STE 13000 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GRANDVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 49418 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 541131491 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BAKER & MCNIFF PC CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5101 CLEVELAND ST STE 104 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | VIRGINIA BEACH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 23462 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7574991122 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-03-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CAROLE A HOWLAND |
| ReturnHeader/ReturnTs | 0 | 2021-03-05T13:58:50-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | SHLOMO |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | LOWY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $411,005
- Liabilities
- -
- Net assets
- $411,005
- Revenue
- $25,000
- Expenses
- $70,184
- Net income
- -$45,184