SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC (EIN 83-2742437)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349101312
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T01:08:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832742437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSIE AND ALAN B LEVAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSI | BusinessNameControlTxt |
| Phone | 9549405029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E LAS OLAS BLVD SUITE 1900 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN B LEVAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9549405029 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,621,725 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $512,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $374,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,368 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $623,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,980 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,872 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,872 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,072 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $360 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,872 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $528,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $516,872 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,248 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,099 | CashBOYAmt |
| Cash EOY | $73,284 | CashEOYAmt |
| Cash EOYFMV | $73,284 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,080,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,108,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,548,441 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,090,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,182,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,621,725 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,090,625 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,182,167 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,090,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,182,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,090,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,182,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,090,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,186,289 | SubtotalAmt |
| Other Decreases | $4,122 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,182,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $374,498 | GrossSalesPriceAmt |
| Cost Or Other Basis | $367,130 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,368 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,368 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,712 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,712 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $291 | OverpaymentAmt |
| Applied To ES Tax | $291 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN B LEVAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9549405029 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E LAS OLAS BLVD SUITE 1900 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN B LEVAN | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SUSANA C LEVAN | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | EXECUTIVE DIRECTOR | 0.50 | $0 | $0 | $0 |
| JARETT LEVAN | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DARA KATES LEVAN | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| RACHELLE LEVAN MARGOLIS | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JEFF MARGOLIS | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DONALD LEVAN | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JUDY LEVAN | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| GINA DE VARONA | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MARIO DE VARONA | ||||||||
| 201 EAST LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,563,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,588,617 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,588,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,519,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,421 | TotalTaxAmt |
| Distributable Before Adj | $224,568 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $224,568 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $224,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $516,872 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $516,872 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $224,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $252,679 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $252,679 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $516,872 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $224,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $292,304 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $544,983 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $544,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $252,679 | ExcessFromYear1Amt |
| Excess From Current Year | $292,304 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 9500 S DADELAND BLVD 710 | MIAMI | FL | 33156 | NONE | PC | CHARITABLE | $2,500 |
| AMERICAN FRIENDS OF MAGEN DAVID | |||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $10,000 |
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER | |||||||
| 575 MADISON AVE 10TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $10,000 |
| ANTI DEFAMATION LEAGUE FOUNDATION | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | CHARITABLE | $2,500 |
| BROWARD PUBLIC LIBRARY FOUNDATION | |||||||
| 100 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33301 | NONE | PC | CHARITABLE | $5,000 |
| HISPANIC UNITY OF FL | |||||||
| 5840 JOHNSON ST | HOLLYWOOD | FL | 33021 | NONE | PC | CHARITABLE | $10,000 |
| JEWISH FEDERATION OF BROWARD COUNTY | |||||||
| 5890 S PINE ISLAND RD | DAVIE | FL | 33328 | NONE | PC | CHARITABLE | $15,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3300 S UNIVERSITY DR | FORT LAUDERDALE | FL | 33328 | NONE | PC | CHARITABLE | $340,000 |
| RIVER ARTS | |||||||
| 1205 N FRANKLIN ST SUITE 110 | TAMPA | FL | 33602 | NONE | PC | CHARITABLE | $2,500 |
| THE ROYAL DAMES OF CANCER RESEARCH | |||||||
| 3296 N FEDERAL HIGHWAY 11525 | FORT LAUDERDALE | FL | 33339 | NONE | PC | CHARITABLE | $5,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | NONE | PC | CHARITABLE | $84,500 |
| WOODLANDS COMMUNITY TEMPLE | |||||||
| 50 WORTHINGTON ROAD | WHITE PLAINS | NY | 10607 | NONE | PC | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,980 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN & SUSAN LEVAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST LAS OLAS BLV SUITE 1900 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $512,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $17,936 | $27,895 |
| ALTRIA GROUP INC | $20,216 | $16,701 |
| APPLE INC | $1,987 | $32,345 |
| ARCHER DANIELS MIDLAND CO | $11,680 | $20,005 |
| AT&T INC | $13,800 | $10,991 |
| BANK OF AMER CORP | $11,024 | $14,983 |
| CARRIER GLOBAL CORP | $1,966 | $5,745 |
| CATERPILLAR INC | $9,302 | $22,175 |
| CISCO SYSTEMS INC | $9,446 | $11,114 |
| CRACKER BARREL OLD CTRY STORE | $12,029 | $6,012 |
| CVS HEALTH CORP | $20,076 | $23,609 |
| DOMINION ENERGY INC | $12,347 | $8,178 |
| DOW INC | $11,990 | $12,833 |
| EMERSON ELECTRIC CO | $10,964 | $17,811 |
| EXXON MOBIL CORP | $12,913 | $19,196 |
| FORD MOTOR CO COM | $11,506 | $17,371 |
| GENERAL MOTORS CO | $10,412 | $11,423 |
| GENL MILLS | $14,319 | $22,278 |
| GLAXO WELLCOME PLC SPON ADR | $13,999 | $13,156 |
| HOME DEPOT INC | $10,186 | $20,793 |
| HONEYWELL INTL INC | $10,400 | $16,777 |
| HP INC | $10,686 | $15,526 |
| ILLINOIS TOOL WORKS INC | $11,236 | $23,575 |
| INTEL CORP | $5,160 | $11,105 |
| INTL BUSINESS MACH | $13,376 | $19,626 |
| INTL PAPER CO | $12,704 | $12,038 |
| JOHNSON & JOHNSON COM | $10,250 | $12,539 |
| JP MORGAN CHASE & CO | $9,607 | $17,010 |
| KINDER MORGAN IND | $19,206 | $24,502 |
| KONTOOR BRANDS INC | $571 | $1,186 |
| KRAFT HEINZ CO | $10,903 | $9,763 |
| LEGGET & PLATT INC | $12,720 | $9,369 |
| LOCKHEED MARTIN CORP | $10,334 | $18,130 |
| LOWES COMPANIES INC | $9,118 | $22,255 |
| MANULIFE FINANCIAL CORP CAD | $11,866 | $18,078 |
| MEDTRONIC | $8,953 | $8,238 |
| NEWELL BRANDS INC | $11,164 | $5,468 |
| PARAMOUNT GLOBAL CL | $10,748 | $3,816 |
| PEPSICO INC | $10,910 | $16,984 |
| PFIZER INC | $9,818 | $6,967 |
| PHILIP MORRIS INTL INC | $13,981 | $18,628 |
| PROCTOR & GAMBLE CO | $9,097 | $14,654 |
| PRUDENTIAL FINANCIAL INC | $9,843 | $12,549 |
| QUALCOMM INC | $8,654 | $21,984 |
| RTX CORP | $9,815 | $12,032 |
| SHELL PLC SPON ADR | $11,533 | $13,423 |
| SOUTHERN CO | $12,219 | $18,231 |
| STARBUCKS CORP | $9,552 | $14,401 |
| SYSCO CORP | $9,636 | $11,335 |
| TARGET CORP | $8,978 | $19,227 |
| TORONTO DOMINION BK NEW CANADA | $10,002 | $13,053 |
| UNILEVER PLC AMER SHS NEW SPON | $11,799 | $11,005 |
| VALLERO ENERGY CORP NEW | $12,546 | $21,580 |
| VERIZON COMMUNICATIONS INC | $12,945 | $8,935 |
| VF CORP | $9,744 | $2,914 |
| 3M CO | $9,399 | $5,466 |
| COHEN & STEERS INFRASTRUCTURE | $22,136 | $22,302 |
| CALAMOS STRATEGIC TOTAL RETURN | $21,887 | $28,997 |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | $21,119 | $19,909 |
| BBX CAP INC CL A | $210,947 | $710,504 |
| BLUEGREEN VACATIONS HLDG CORP | $2,187,854 | $5,911,944 |
| THORNBURG INCM BUILDER OPP TR | $13,696 | $14,610 |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST | $13,673 | $13,192 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $4,122 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,372 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,372 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,872 | Amt |
| Net Investment Income | $6,872 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $360 | $360 | $0 |
| FEDERAL INCOME TAXES | $1,712 | $0 | $0 |