2025-10-21T14:49:35-05:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 14 SYLVAN WAY PARSIPPANY NJ 070543801 990PF 2024-01-01 832742437 SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC SUSI 9549405029 201 E LAS OLAS BLVD SUITE 1900 FORT LAUDERDALE FL 33301 ALAN B LEVAN DIRECTOR 9549405029 2025-10-17 1 1 LAURA KIELCZEWSKI P00740769 9732283500 2025-10-15 2024 2025-03-06 01:10:19Z X 7480121 X 13500 138 138 327760 327760 3707299 5913929 3707299 754 0 4049451 4035197 0 0 0 378 0 378 5500 2750 2750 6489 3245 3244 57918 391 0 70285 6386 6372 372000 372000 442285 6386 378372 3607166 4028811 291 77525 4190709 4190709 3108883 1645722 2289412 0 1000000 1000000 3186699 6836431 7480121 4532 48952 4532 48952 X 3182167 6787479 3182167 6787479 3186699 6836431 3182167 3607166 0 6789333 1854 6787479 PUBLICLY TRADED SECURITIES P 5913929 2206630 3707299 3707299 3707299 56000 0 56000 0 56000 56291 0 0 0 56291 0 291 291 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A ALAN B LEVAN 9549405029 201 E LAS OLAS BLVD SUITE 1900 FORT LAUDERDALE FL 33301 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1979773 5701944 0 7681717 0 0 7681717 115226 7566491 378325 378325 56000 56000 322325 0 322325 0 322325 378372 0 378372 322325 0 0 252679 292304 544983 378372 0 0 0 322325 56047 0 0 601030 0 0 0 0 0 0 0 601030 252679 292304 56047 X 914 UNITED INC PO BOX 867 YONKERS NY 10701 NONE PC CHARITABLE 1000 AMERICAN FRIENDS OF IEAF (EMERGENCY VOLUNTEERS PROJECT) PO BOX 562 WEST HEMPSTEAD NY 11552 NONE PC CHARITABLE 25000 AMERICAN FRIENDS OF SHEBA MEDICAL CENTER INC 6505 WILSHIRE BLVD 615 LOS ANGELES CA 90048 NONE PC CHARITABLE 25000 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 NONE PC CHARITABLE 25000 AMERICANS FOR IMMIGRANT JUSTICE INC 6355 NW 36 STREET 2201 MIAMI FL 33166 NONE PC CHARITABLE 5000 BROWARD PUBLIC LIBRARY FOUNDATION 100 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33301 NONE PC CHARITABLE 6000 BUSINESS FOR THE ARTS OF BROWARD INC 201 E LAS OLAS BLVD SUITE 1900 FORT LAUDERDALE FL 33301 NONE PC CHARITABLE 2000 GREATER FORT LAUDERDALE ALLIANCE 110 E BROADWARD BLVD SUITE 1990 FORT LAUDERDALE FL 33301 NONE PC CHARITABLE 50000 HABITAT FOR HUMANITY OF BROWARD INC 888 NW 62ND FLOOR FORT LAUDERDALE FL 33309 NONE PC CHARITABLE 50000 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 25000 THE LAWFARE PROJECT INC 633 THIRD AVE FLOOR 21 NEW YORK NY 10017 NONE PC CHARITABLE 25000 UNITED WAY OF BROWARD COUNTY 1300 S ANDREWS AVE FORT LAUDERDALE FL 33316 NONE PC CHARITABLE 107500 WOMENS INTERNATIONAL ZIONIST ORGANIZATION 950 THIRD AVENUE 2803 NEW YORK NY 10022 NONE PC CHARITABLE 25000 372000 0 14 138 14 327760 18 3707299 OTHER REVENUE 01 173 RETURNED FUNDS FROM IRS 01 581 0 4035951 0 4035951 N/A N/A 0 0 0 0 0 0 0 0 0 0 X X 1 ALAN & SUSANA LEVAN 201 EAST LAS OLAS BLV SUITE 1900 FORT LAUDERDALE FL 33301 13500 X ACCOUNTING FEES 5500 2750 2750 ABBVIE INC COM 36176 50467 ALTRIA GROUP INC 38521 39165 AMGEN INC 38599 36490 APPLE INC 1987 42071 ARCHER DANIELS MIDLAND CO 32677 34606 AT&T INC 14503 15757 BANK OF AMER CORP 11347 19909 BBX CAP INC CL A 210947 571519 BEST BUY CO INC 34538 34320 BRISTOL MYERS SQUIBB CO 34796 33936 CARRIER GLOBAL CORP 1966 6826 CATERPILLAR INC 40536 56228 CHEVRON CORP 31633 28968 CISCO SYSTEMS INC 27149 31021 CRACKER BARREL OLD CTRY STORE 26743 20087 CVS HEALTH CORP 37274 27383 DOMINION ENERGY INC 29078 25961 DOW INC 33525 29897 EMERSON ELECTRIC CO 10964 22679 EXXON MOBIL CORP 24639 31841 FORD MOTOR CO COM 28249 29680 GENERAL MOTORS CO 10412 16940 GENL MILLS INC 28140 35265 GLAXO WELLCOME PLC SPON ADR 28743 25940 HOME DEPOT INC 10186 23339 HONEYWELL INTL INC 10400 18071 HP INC 25446 30411 ILLINOIS TOOL WORKS INC 11236 22820 INTEL CORP 5181 4451 INTL BUSINESS MACH 36679 48802 INTL PAPER CO 29680 34714 JOHNSON & JOHNSON COM 25231 26032 JP MORGAN CHASE & CO 9607 23971 KINDER MORGAN IND 19736 40168 KRAFT HEINZ CO 30124 26871 LEGGET & PLATT INC 13059 3600 LINCOLN NATL CORP IND 16495 15855 LOCKHEED MARTIN CORP 30778 38875 LOWES COMPANIES INC 9118 24680 MANULIFE FINANCIAL CORP CAD 18843 32031 MEDTRONIC 8953 7988 MERCK & CO INC COM 30639 29844 NEWELL BRANDS INC 11327 6474 PEPSICO INC 26685 30412 PFIZER INC 28212 25336 PHILIP MORRIS INTL INC 27604 36827 PROCTOR & GAMBLE CO 9097 16765 PRUDENTIAL FINANCIAL INC 28461 32596 QUALCOMM INC 24712 38712 RTX CORP 27321 33906 SHELL PLC SPON ADR 11999 13219 SOUTHERN CO 21198 30294 STARBUCKS CORP 9631 13779 SYSCO CORP 9936 12157 TARGET CORP 29587 38932 TORONTO DOMINION BK NEW CANADA 26101 26993 UNILEVER PLC AMER SHS NEW SPON 12080 13154 VALLERO ENERGY CORP NEW 13105 20840 VERIZON COMMUNICATIONS INC 30399 26073 VF CORP 9757 3348 3M CO 33980 32272 CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST 15055 14978 CALAMOS STRATEGIC TOTAL RETURN 24275 37067 COHEN & STEERS INFRASTRUCTURE 23692 27117 JOHN HANCOCK HEDGED EQUITY & INCOME FUND 22137 22207 THORNBURG INCM BUILDER OPP TR 14838 16475 BLACKSTONE PRIVATE CREDIT FUND ESCROW AT COST 1000000 1000000 LEGAL FEES 378 0 378 PRIOR PERIOD ADJUSTMENT 1854 OTHER REVENUE 173 173 RETURNED FUNDS FROM IRS 581 581 CASH OVERDRAFT 4532 48952 INVESTMENT MANAGEMENT FEES 6489 3245 3244 FOREIGN TAX WITHHELD 391 391 0 FEDERAL EXCISE TAX PAYMENTS 57527 0 0