SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC (EIN 83-2742437)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-08
- IRS object ID
- 202041909349100019
- Schema version
- 2019v5.0
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T11:25:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 1000 S PINE ISLAND RD STE 440 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333243904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD MICHELSON CPA | PreparerPersonNm |
| PTIN | P00366683 | PTIN |
| Phone | 9542368600 | PhoneNum |
| Preparation | 2020-07-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.115.58.119 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-08 | IPDt |
| IP Tm | 11:25:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7D1388797EE770532EB5E3F5577A5E4295F77115 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7D1388797EE770532EB5E3F5577A5E4295F77115 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,746,093 | 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 | $67,741 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $44,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,041 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,779 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $8,674 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,528 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,764 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $468 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $407 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,520 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,088 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $680,443 | CashBOYAmt |
| Cash EOY | $9,855 | CashEOYAmt |
| Cash EOYFMV | $9,855 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $35,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,807 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,144,569 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,805,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,700,431 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,825,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,850,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,746,093 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,825,012 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,850,938 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,825,012 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,850,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,825,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,850,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,825,012 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98 | OtherIncreasesAmt |
| Subtotal | $2,850,938 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,850,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS A/D JU 27724 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,496 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,085 | CostOrOtherBasisAmt |
| Gain Or Loss | -$589 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$589 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,041 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $87,128 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets | $2,704,300 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $371 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $371 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,501 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $371 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $371 | SubtotalAmt |
| Tax Based On Investment Income | $371 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $371 | 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 | 000.00 | $0 | $0 | $0 |
| SUSANA C LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | EXE DIRECTOR | 000.00 | $0 | $0 | $0 |
| JARETT LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DARA KATES LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RACHELLE LEVAN MARGOLIS | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JEFF MARGOLIS | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DONALD LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JUDY LEVAN | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GINA DE VARONA | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARIO DE VARONA | ||||||||
| 401 EAST LAS OLAS BLVD SUITE 800 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 000.00 | $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 | $2,708,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,745,482 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,745,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,704,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $371 | TotalTaxAmt |
| Distributable Before Adj | $134,844 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $134,844 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $134,844 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,501 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,501 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $371 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,130 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,016 | UndistributedIncomePYAmt |
| Qualifying Distributions | $67,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,016 | AppliedToYear1Amt |
| Applied To Current Year | $65,485 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $69,359 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 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 | $10,880 |
| 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 | $3,500 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 SOUTH ANDREWS AVENUE | 1300 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | 501(C)(3) | CHARITABLE | $10,000 |
| 2-1-1 BROWARD | |||||||
| 250 NE 33RD STREET | 250 NE 33RD STREET | OAKLAND PARK | FL | 33334 | 501(C)(3) | CHARITABLE | $6,621 |
| 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 | $25,000 |
| A CHILD IS MISSING INC | |||||||
| 500 SE 17TH ST 101 | 500 SE 17TH ST 101 | FORT LAUDERDALE | FL | 33316 | 501(C)3) | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,501 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,738 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,041 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $46,779 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,779 | 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 | $67,741 | 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 | $5,528 | Amt |
| Net Investment Income | $2,764 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS A/C 27724 52 | $660,710 | $823,440 |
| UBS A/C 27868 52 | $2,144,569 | $1,876,991 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $8,674 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ACCOUNT FEES | $6,520 | $6,520 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $98 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $406 | $406 |
| LICENSES & TAXES | $61 | |
| FEDERAL INCOME TAXES | $1 | $1 |