SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC (EIN 83-2742437)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202313119349100426
- Schema version
- 2022v5.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T09:03:00-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | LEVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2023-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,590,564 | 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 | $399,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $470,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,462 | 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 | $8,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,094 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,094 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $330 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $430,965 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,697 | CashBOYAmt |
| Cash EOY | $10,099 | CashEOYAmt |
| Cash EOYFMV | $10,099 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,823,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,080,526 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,580,465 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,829,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,090,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,590,564 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,829,416 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,090,625 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,829,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,090,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,829,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,090,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,829,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,964 | ExcessRevenueOverExpensesAmt |
| Other Increases | $233,245 | OtherIncreasesAmt |
| Subtotal | $3,090,625 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,090,625 | 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 | $8,346 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,498 | CostOrOtherBasisAmt |
| Gain Or Loss | -$152 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$152 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$152 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $833 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $833 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $872 | TaxDueAmt |
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 | $3,604,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,636,925 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,636,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,582,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $833 | TotalTaxAmt |
| Distributable Before Adj | $178,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,286 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $430,965 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $430,965 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $430,965 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $252,679 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $252,679 | 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 | $252,679 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $252,679 | 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 |
|---|---|---|---|---|---|---|---|
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3300 S UNIVERSITY DR | FORT LAUDERDALE | FL | 33328 | NONE | PC | CHARITABLE | $320,000 |
| NICHOLAS UKRAINIAN ORTHODOX | |||||||
| 5031 SW 100TH AVE | COOPER CITY | FL | 33328 | NONE | PC | CHARITABLE | $5,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | NONE | PC | CHARITABLE | $27,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | PC | CHARITABLE | $10,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 6355 NW 36TH ST | VIRGINIA GARDENS | FL | 33166 | NONE | PC | CHARITABLE | $10,000 |
| HISPANIC UNITY OF FL | |||||||
| 5840 JOHNSON ST | HOLLYWOOD | FL | 33021 | NONE | PC | CHARITABLE | $25,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 9500 S DADELAND BLVD 710 | MIAMI | FL | 33156 | NONE | PC | CHARITABLE | $1,500 |
| FRIENDS OF BIRCH STATE PARK | |||||||
| 3109 E SUNRISE BLVD | FORT LAUDERDALE | FL | 33304 | NONE | PC | CHARITABLE | $1,000 |
| UNIVERSITY MICHIGAN HILLEL | |||||||
| 1429 HILL STREET | ANN ARBOR | MI | 48104 | NONE | PC | CHARITABLE | $1,800 |
| TEMPLE BETH EL OF HOLLYWOOD | |||||||
| 1351 S 14TH AVE | HOLLYWOOD | FL | 33020 | NONE | PC | CHARITABLE | $540 |
| WOODLANDS COMMUNITY TEMPLE | |||||||
| 50 WORTHINGTON ROAD | WHITE PLAINS | NY | 10607 | NONE | PC | CHARITABLE | $20,000 |
| DOWNTOWN RIVER ARTS NEIGHBORHOOD ASSOCIATION | |||||||
| 1205 N FRANKLIN ST SUITE 110 | TAMPA | FL | 33602 | NONE | PC | CHARITABLE | $2,500 |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | NONE | PC | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,840 | 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 | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$152 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,310 | 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 | $399,500 | 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 | $8,250 | Amt |
| Net Investment Income | $4,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $17,347 | $28,443 |
| ALTRIA GROUP INC | $18,807 | $17,507 |
| APPLE INC | $1,987 | $21,828 |
| ARCHER DANIELS MIDLAND CO | $11,375 | $25,348 |
| AT&T INC | $13,133 | $11,322 |
| BANK OF AMER CORP | $10,667 | $14,341 |
| CARRIER GLOBAL CORP | $1,966 | $4,125 |
| CATERPILLAR INC | $9,302 | $17,967 |
| CISCO SYSTEMS INC | $9,246 | $10,290 |
| CRACKER BARREL OLD CTRY STORE | $11,872 | $7,200 |
| CVS HEALTH CORP | $19,470 | $27,118 |
| DOMINION ENERGY INC | $11,994 | $10,240 |
| DOW INC | $11,460 | $11,287 |
| EMERSON ELECTRIC CO | $10,706 | $17,291 |
| EXXON MOBIL CORP | $12,480 | $20,736 |
| FORD MOTOR CO COM | $10,692 | $15,759 |
| GENERAL MOTORS CO | $10,412 | $10,698 |
| GENL MILLS | $13,638 | $27,922 |
| GLAXO WELLCOME PLC SPON ADR | $13,562 | $12,053 |
| HOME DEPOT INC | $10,186 | $18,952 |
| HONEYWELL INTL INC | $10,400 | $17,144 |
| HP INC | $10,207 | $13,408 |
| ILLINOIS TOOL WORKS INC | $11,236 | $19,827 |
| INTEL CORP | $5,083 | $5,762 |
| INTL BUSINESS MACH | $12,803 | $16,343 |
| INTL PAPER CO | $12,150 | $10,978 |
| JOHNSON & JOHNSON COM | $10,250 | $14,132 |
| JP MORGAN CHASE & CO | $9,607 | $13,410 |
| KINDER MORGAN IND | $19,140 | $23,594 |
| KONTOOR BRANDS INC | $571 | $760 |
| KRAFT HEINZ CO | $10,580 | $10,381 |
| LEGGET & PLATT INC | $12,151 | $10,926 |
| LOCKHEED MARTIN CORP | $10,334 | $19,460 |
| LOWES COMPANIES INC | $9,118 | $19,924 |
| MANULIFE FINANCIAL CORP CAD | $11,265 | $14,040 |
| MEDTRONIC | $8,953 | $7,772 |
| NEWELL BRANDS INC | $10,919 | $7,926 |
| PARAMOUNT GLOBAL CL | $10,641 | $4,254 |
| PEPSICO INC | $10,910 | $18,066 |
| PFIZER INC | $9,498 | $11,939 |
| PHILIP MORRIS INTL INC | $13,197 | $19,230 |
| PROCTOR & GAMBLE CO | $9,097 | $15,156 |
| PRUDENTIAL FINANCIAL INC | $9,474 | $11,637 |
| QUALCOMM INC | $8,430 | $16,491 |
| RAYTHEON TECHNOLOGIES CORP | $9,732 | $14,331 |
| SHELL PLC SPON ADR | $11,100 | $11,219 |
| SOUTHERN CO | $11,674 | $17,995 |
| STARBUCKS CORP | $9,552 | $14,880 |
| SYSCO CORP | $9,495 | $11,697 |
| TARGET CORP | $8,593 | $19,673 |
| TORONTO DOMINION BK NEW CANADA | $9,880 | $12,952 |
| UNILEVER PLC AMER SHS NEW SPON | $11,449 | $11,077 |
| VALLERO ENERGY CORP NEW | $12,043 | $20,551 |
| VERIZON COMMUNICATIONS INC | $12,426 | $8,786 |
| VF CORP | $9,626 | $4,115 |
| 3M CO | $9,399 | $5,996 |
| COHEN & STEERS INFRASTRUCTURE | $20,385 | $23,294 |
| DUFF & PHELPS UNTIL & INFRASTRUCTURE FUND INC | $20,579 | $26,480 |
| CALAMOS STRATEGIC TOTAL RETURN | $19,666 | $24,089 |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | $19,810 | $20,608 |
| BBX CAP INC CL A | $210,947 | $715,383 |
| BLUEGREEN VACATIONS HLDG CORP | $2,187,854 | $1,964,352 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $233,156 |
| PRIOR PERIOD ADJUSTMENT | $89 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,094 | Amt |
| Net Investment Income | $7,094 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $330 | $330 | $0 |
| STATE TAXES | $61 | $0 | $0 |
| FEDERAL INCOME TAXES | $271 | $0 | $0 |