SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC (EIN 83-2742437)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-21
- IRS object ID
- 202522949349100717
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-21T14:49:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | 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 | 2024-01-01 | 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 | 2025-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,480,121 | 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 | $13,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $327,760 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $327,760 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,707,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,913,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,707,299 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $754 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,049,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,035,197 | 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 |
| Legal Fees Rev And Expnss | $378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $378 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,244 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $391 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $372,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $378,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,607,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,028,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $291 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $77,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,190,709 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,190,709 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,108,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,645,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,289,412 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,000,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,186,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,836,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,480,121 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,532 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,952 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,952 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,182,167 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,787,479 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,182,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,787,479 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,186,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,836,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,182,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,607,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,789,333 | SubtotalAmt |
| Other Decreases | $1,854 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,787,479 | 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 | $5,913,929 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,206,630 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,707,299 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,707,299 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,707,299 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,000 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,000 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,000 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,291 | 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 | $56,291 | 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 | $1,979,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,701,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,681,717 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,681,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,566,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $378,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $378,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,000 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,000 | TotalTaxAmt |
| Distributable Before Adj | $322,325 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $322,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $322,325 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $378,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $378,372 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $322,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $252,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $292,304 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $544,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $378,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $322,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,047 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $601,030 | 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 | $601,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $252,679 | ExcessFromYear2Amt |
| Excess From Year1 | $292,304 | ExcessFromYear1Amt |
| Excess From Current Year | $56,047 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 914 UNITED INC | |||||||
| PO BOX 867 | YONKERS | NY | 10701 | NONE | PC | CHARITABLE | $1,000 |
| AMERICAN FRIENDS OF IEAF (EMERGENCY VOLUNTEERS PROJECT) | |||||||
| PO BOX 562 | WEST HEMPSTEAD | NY | 11552 | NONE | PC | CHARITABLE | $25,000 |
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER INC | |||||||
| 6505 WILSHIRE BLVD 615 | LOS ANGELES | CA | 90048 | NONE | PC | CHARITABLE | $25,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $25,000 |
| AMERICANS FOR IMMIGRANT JUSTICE INC | |||||||
| 6355 NW 36 STREET 2201 | MIAMI | FL | 33166 | NONE | PC | CHARITABLE | $5,000 |
| BROWARD PUBLIC LIBRARY FOUNDATION | |||||||
| 100 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33301 | NONE | PC | CHARITABLE | $6,000 |
| BUSINESS FOR THE ARTS OF BROWARD INC | |||||||
| 201 E LAS OLAS BLVD SUITE 1900 | FORT LAUDERDALE | FL | 33301 | NONE | PC | CHARITABLE | $2,000 |
| GREATER FORT LAUDERDALE ALLIANCE | |||||||
| 110 E BROADWARD BLVD SUITE 1990 | FORT LAUDERDALE | FL | 33301 | NONE | PC | CHARITABLE | $50,000 |
| HABITAT FOR HUMANITY OF BROWARD INC | |||||||
| 888 NW 62ND FLOOR | FORT LAUDERDALE | FL | 33309 | NONE | PC | CHARITABLE | $50,000 |
| SPECIAL OLYMPICS FLORIDA INC | |||||||
| 1915 DON WICKHAM DR | CLERMONT | FL | 34711 | NONE | PC | CHARITABLE | $500 |
| STANDWITHUS | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE | $25,000 |
| THE LAWFARE PROJECT INC | |||||||
| 633 THIRD AVE FLOOR 21 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $25,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | NONE | PC | CHARITABLE | $107,500 |
| WOMENS INTERNATIONAL ZIONIST ORGANIZATION | |||||||
| 950 THIRD AVENUE 2803 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,000 | 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 | $138 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,760 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,707,299 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER REVENUE | 01 | $173 |
| RETURNED FUNDS FROM IRS | 01 | $581 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,035,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,035,951 | 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 & SUSANA 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 | $13,500 | 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 | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $36,176 | $50,467 |
| ALTRIA GROUP INC | $38,521 | $39,165 |
| AMGEN INC | $38,599 | $36,490 |
| APPLE INC | $1,987 | $42,071 |
| ARCHER DANIELS MIDLAND CO | $32,677 | $34,606 |
| AT&T INC | $14,503 | $15,757 |
| BANK OF AMER CORP | $11,347 | $19,909 |
| BBX CAP INC CL A | $210,947 | $571,519 |
| BEST BUY CO INC | $34,538 | $34,320 |
| BRISTOL MYERS SQUIBB CO | $34,796 | $33,936 |
| CARRIER GLOBAL CORP | $1,966 | $6,826 |
| CATERPILLAR INC | $40,536 | $56,228 |
| CHEVRON CORP | $31,633 | $28,968 |
| CISCO SYSTEMS INC | $27,149 | $31,021 |
| CRACKER BARREL OLD CTRY STORE | $26,743 | $20,087 |
| CVS HEALTH CORP | $37,274 | $27,383 |
| DOMINION ENERGY INC | $29,078 | $25,961 |
| DOW INC | $33,525 | $29,897 |
| EMERSON ELECTRIC CO | $10,964 | $22,679 |
| EXXON MOBIL CORP | $24,639 | $31,841 |
| FORD MOTOR CO COM | $28,249 | $29,680 |
| GENERAL MOTORS CO | $10,412 | $16,940 |
| GENL MILLS INC | $28,140 | $35,265 |
| GLAXO WELLCOME PLC SPON ADR | $28,743 | $25,940 |
| HOME DEPOT INC | $10,186 | $23,339 |
| HONEYWELL INTL INC | $10,400 | $18,071 |
| HP INC | $25,446 | $30,411 |
| ILLINOIS TOOL WORKS INC | $11,236 | $22,820 |
| INTEL CORP | $5,181 | $4,451 |
| INTL BUSINESS MACH | $36,679 | $48,802 |
| INTL PAPER CO | $29,680 | $34,714 |
| JOHNSON & JOHNSON COM | $25,231 | $26,032 |
| JP MORGAN CHASE & CO | $9,607 | $23,971 |
| KINDER MORGAN IND | $19,736 | $40,168 |
| KRAFT HEINZ CO | $30,124 | $26,871 |
| LEGGET & PLATT INC | $13,059 | $3,600 |
| LINCOLN NATL CORP IND | $16,495 | $15,855 |
| LOCKHEED MARTIN CORP | $30,778 | $38,875 |
| LOWES COMPANIES INC | $9,118 | $24,680 |
| MANULIFE FINANCIAL CORP CAD | $18,843 | $32,031 |
| MEDTRONIC | $8,953 | $7,988 |
| MERCK & CO INC COM | $30,639 | $29,844 |
| NEWELL BRANDS INC | $11,327 | $6,474 |
| PEPSICO INC | $26,685 | $30,412 |
| PFIZER INC | $28,212 | $25,336 |
| PHILIP MORRIS INTL INC | $27,604 | $36,827 |
| PROCTOR & GAMBLE CO | $9,097 | $16,765 |
| PRUDENTIAL FINANCIAL INC | $28,461 | $32,596 |
| QUALCOMM INC | $24,712 | $38,712 |
| RTX CORP | $27,321 | $33,906 |
| SHELL PLC SPON ADR | $11,999 | $13,219 |
| SOUTHERN CO | $21,198 | $30,294 |
| STARBUCKS CORP | $9,631 | $13,779 |
| SYSCO CORP | $9,936 | $12,157 |
| TARGET CORP | $29,587 | $38,932 |
| TORONTO DOMINION BK NEW CANADA | $26,101 | $26,993 |
| UNILEVER PLC AMER SHS NEW SPON | $12,080 | $13,154 |
| VALLERO ENERGY CORP NEW | $13,105 | $20,840 |
| VERIZON COMMUNICATIONS INC | $30,399 | $26,073 |
| VF CORP | $9,757 | $3,348 |
| 3M CO | $33,980 | $32,272 |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST | $15,055 | $14,978 |
| CALAMOS STRATEGIC TOTAL RETURN | $24,275 | $37,067 |
| COHEN & STEERS INFRASTRUCTURE | $23,692 | $27,117 |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | $22,137 | $22,207 |
| THORNBURG INCM BUILDER OPP TR | $14,838 | $16,475 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKSTONE PRIVATE CREDIT FUND ESCROW | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,000,000 | BookValueAmt |
| EOYFMV | $1,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $378 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $378 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,854 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| OTHER REVENUE | $173 | $173 |
| RETURNED FUNDS FROM IRS | $581 | $581 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $4,532 | BOYBookValueAmt |
| EOY Book Value | $48,952 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,489 | Amt |
| Net Investment Income | $3,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,244 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $391 | $391 | $0 |
| FEDERAL EXCISE TAX PAYMENTS | $57,527 | $0 | $0 |