SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC (EIN 83-2742437)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202111379349101151
- Schema version
- 2020v4.0
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T10:27:09-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261419740 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISKE & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 S PINE ISLAND RD STE 300 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333244414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 401 EAST LAS OLAS BLVD STE 800 | 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 | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACI F GRALNICK-PARRISH CPA | PreparerPersonNm |
| PTIN | P00173189 | PTIN |
| Phone | 9542368600 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,424,818 | 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 | $1,367,420 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $863,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,216,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $863,819 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,261,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $894,251 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $126 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,080 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $794 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $733 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,044 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,393,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,393,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,406,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,393,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $854,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $884,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,855 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $35,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,947 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,805,279 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,835,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,397,871 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,850,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,862,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,424,818 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,850,938 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,862,409 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,850,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,862,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,850,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,862,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,850,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $854,843 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,705,781 | SubtotalAmt |
| Other Decreases | $843,372 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,862,409 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS7724 ( SEE ATTACHED) | D | $7,438 | $6,664 | $774 | $774 |
| UBS7724 ( SEE ATTACHED0 | D | $1,207,112 | $346,435 | $860,677 | $860,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $863,819 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $774 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,293 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,293 | SubtotalAmt |
| Tax Based On Investment Income | $12,293 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $12,301 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALAN B LEVAN | IndividualWithBooksNm |
| Phone | 9549405029 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD SUITE 800 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SUSANA C LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | EXE DIRECTOR | 5.00 | $0 | $0 | $0 |
| JARETT LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DARA KATES LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RACHELLE LEVAN MARGOLIS | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFF MARGOLIS | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DONALD LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JUDY LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GINA DE VARONA | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARIO DE VARONA | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,847,914 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,383 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,018,297 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,018,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,988,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,401 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,293 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,293 | TotalTaxAmt |
| Distributable Before Adj | $87,108 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,108 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,108 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,393,580 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,393,580 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,393,580 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,359 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,393,580 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,359 | AppliedToYear1Amt |
| Applied To Current Year | $87,108 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,237,113 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,237,113 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,237,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,237,113 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | PO BOX 248073 | CORAL GABLES | FL | 33124 | 501(C)(3) | CHARITABLE | $10,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 6355 NW 36TH STREET SUITE | 6355 NW 36TH STREET SUITE | MIAMI | FL | 33166 | 501(C)(3) | CHARITABLE | $10,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 SOUTH ANDREWS AVENUE | 1300 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | 501(C)(3) | CHARITABLE | $17,000 |
| 2-1-1 BROWARD | |||||||
| 250 NE 33RD STREET | 250 NE 33RD STREET | OAKLAND PARK | FL | 33334 | 501(C)(3) | CHARITABLE | $9,000 |
| SPECIAL OLYMPICS FLORIDA | |||||||
| 1915 DON WICKHAM DRIVE | 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | 501(C)(3) | CHARITABLE | $500 |
| HISPANIC UNITY OF FLORIDA INC | |||||||
| 5840 JOHNSON STREET | 5840 JOHNSON STREET | HOLLYWOOD | FL | 33021 | 501(C)(3) | CHARITABLE | $30,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVE | 3301 COLLEGE AVE | FORT LAUDERDALE | FL | 33314 | 501(C)(3) | CHARITABLE | $1,205,000 |
| BROWARD PUBLIC LIBRARY FOUNDATION | |||||||
| 100 S ANDREW AVE | 100 S ANDREW AVE | FORT LAUDERDALE | FL | 33301 | 501(C)(3) | CHARITABLE | $10,000 |
| MIAMI CHILDREN'S MUSUEM | |||||||
| 980 MACARTHUR CAUSEWAY | 980 MACARTHUR CAUSEWAY | MIAMI | FL | 33132 | 501 (C)(3) | CHARITABLE | $5,000 |
| RAMAT SHALOM | |||||||
| 11301 W BROWARD BLVD | 11301 W BROWARD BLVD | PLANTATION | FL | 33325 | 501(C)(3) | CHARITABLE | $26,080 |
| GIRL SCOUTS OF SOUTHEAST FL | |||||||
| 6944 LAKE WORTH RD | 6944 LAKE WORTH RD | LAKE WORTH | FL | 33467 | 501(C)(3) | CHARITABLE | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 3564 N OCEAN BLVD | 3564 N OCEAN BLVD | FORT LAUDERDALE | FL | 33308 | 501(C)(3) | CHARITABLE | $5,000 |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK BLVD | 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | 501(C)(3) | CHARITABLE | $5,000 |
| WOMEN OF COLOR EMPOWERMENT INSTITUT | |||||||
| 401 NW 7TH AVENUE | 401 NW 7TH AVENUE | FORT LAUDERDALE | FL | 33311 | 501(C)(3) | CHARITABLE | $5,000 |
| MARCH OF DIMES | |||||||
| 1001 W CYPRESS CREEK 110 | 1001 W CYPRESS CREEK 110 | FORT LAUDERDALE | FL | 33309 | 501(C)(3) | CHARITABLE | $1,000 |
| WOODLANDS COMMUNITY TEMPLE | |||||||
| 50 WORTHINGTON RD | 50 WORTHINGTON RD | WHITE PLAINS | NY | 10607 | 501(C)(3) | CHARITABLE | $20,000 |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK RD | 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | 501(C)(3) | CHARITABLE | $2,000 |
| KESHET | |||||||
| 777 S FLAGLER DR STE 600 | 777 S FLAGLER DR STE 600 | WEST PALM BEACH | FL | 33401 | 501(C)(3) | CHARITABLE | $250 |
| YONKERS MY BROTHER'S KEEPER | |||||||
| 164 WILLOW ST | 164 WILLOW ST | YONKERS | NY | 10701 | 501(C)(3) | CHARITABLE | $2,000 |
| RIVERARTS | |||||||
| 15900 RIVERSIDE DR W | 15900 RIVERSIDE DR W | NEW YORK | NY | 10032 | 501(C)(3) | CHARITABLE | $250 |
| HOPE'S DOOR | |||||||
| PO BOX 262 50 BROADWAY | PO BOX 262 50 BROADWAY | HAWTHORNE | NY | 10532 | 501(C)(3) | CHARITABLE | $250 |
| THE MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | PO BOX 4777 | NEW YORK | NY | 10163 | 501(C)(3) | CHARITABLE | $250 |
| HOLOCAUST LEARNING AND EDUCATION FU | |||||||
| 3100 RAY FERRERO JR BLVD | 3100 RAY FERRERO JR BLVD | FORT LAUDERDALE | FL | 33314 | 501(C)(3) | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,393,580 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,332 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $863,819 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $894,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $894,251 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | ALAN SUSAN LEVAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST LAS OLAS BLVD SUITE 800 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,367,420 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $6,160 | Amt |
| Net Investment Income | $3,080 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS A/C 27724 52 | $690,892 | $885,257 |
| UBS A/C 27868 52 | $2,144,570 | $1,512,614 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $126 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $843,372 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ACCOUNT FEES | $6,044 | $6,044 |
| POSTAGE | $124 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $362 | $362 |
| LICENSES & TAXES | $61 | |
| FEDERAL INCOME TAXES | $371 | $371 |