SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUSIE AND ALAN B LEVAN FAMILY FOUNDATION INC (EIN 83-2742437)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349100403
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T00:29:28-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $7,767,705 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $411,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $411,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $411,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $411,209 | 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 | $125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $125 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,287 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,798 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,001 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $262,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $262,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $290,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $265,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $120,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $390,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $78,834 | CashEOYAmt |
| Cash EOYFMV | $78,834 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,190,709 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,004,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,004,384 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,645,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,711,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,603,811 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,112,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,080,676 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,836,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,907,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,767,705 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $48,952 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $48,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,787,479 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,907,225 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,787,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,907,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,836,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,907,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,787,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $120,210 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,907,689 | SubtotalAmt |
| Other Decreases | $464 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,907,225 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $17,605 | $17,814 | -$209 | -$209 |
| CLASS B SHARES CAPITAL GAIN | P | $109 | $109 | $109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$100 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,691 | 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 | $4,691 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $732 | 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 | $4,493,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,025,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,519,136 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,519,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,406,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $370,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $370,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,423 | TotalTaxAmt |
| Distributable Before Adj | $364,894 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $364,894 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $364,894 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $265,412 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $265,412 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $364,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $252,679 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $292,304 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $601,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $265,412 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $265,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $99,482 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $99,482 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $501,548 | 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 | $501,548 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $153,197 | ExcessFromYear3Amt |
| Excess From Year2 | $292,304 | ExcessFromYear2Amt |
| Excess From Year1 | $56,047 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 914 UNITED INC | |||||||
| PO BOX 867 | YONKERS | NY | 10701 | NONE | PC | CHARITABLE | $1,000 |
| AMERICANS FOR IMMIGRANT JUSTICE INC | |||||||
| 6355 NW 36 STREET 2201 | MIAMI | FL | 33166 | NONE | PC | CHARITABLE | $25,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $25,000 |
| CAMP KESEM AT UNIVERSITY OF | |||||||
| 10586 W PICO BLVD 196 | LOS ANGELES | CA | 90064 | NONE | PC | CHARITABLE | $500 |
| COSTA RICA SCHOOL PROJECT | |||||||
| 530 OAK GROVE AVE SUITE 106 | MENLO PARK | CA | 94025 | NONE | PC | CHARITABLE | $14,000 |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PC | CHARITABLE | $3,000 |
| FRIENDS OF THE IDF | |||||||
| 60 EAST 42ND STREET SUITE 1820 | NEW YORK | NY | 10165 | NONE | PC | CHARITABLE | $25,000 |
| GIMME SHELTER ANIMAL RESCUE | |||||||
| PO BOX 578 | SAGAPONACK | NY | 11962 | NONE | PC | CHARITABLE | $500 |
| GREATER FORT LAUDERDALE ALLIANCE | |||||||
| 110 EAST BROWARD BLVD SUITE 1990 | FORT LAUDERDALE | FL | 33301 | NONE | PC | CHARITABLE | $50,000 |
| JERI BELONG | |||||||
| PO BOX 347 | BUFFALO | NY | 14225 | NONE | PC | CHARITABLE | $3,000 |
| JEWISH LIFE AT DUKE | |||||||
| 1415 FABER STREET | DURHAM | NC | 27705 | NONE | PC | CHARITABLE | $20,000 |
| JUNIOR ACHIEVEMENT OF SOUTH | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | NONE | PC | CHARITABLE | $1,000 |
| NORTHERN VIRGINIA HEBREW | |||||||
| 2929 LITTLE RIVER TURNPIKE | ANNANDALE | VA | 22003 | NONE | PC | CHARITABLE | $10,000 |
| NY ACADEMY OF ART | |||||||
| 111 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | PC | CHARITABLE | $8,000 |
| RIVER ARTS | |||||||
| 1205 N FRANKLIN ST SUITE 110 | TAMPA | FL | 33602 | NONE | PC | CHARITABLE | $1,000 |
| THE LAWFARE PROJECT INC | |||||||
| 633 THIRD AVE FLOOR 21 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $10,000 |
| UNITED WAY OF ASHEVILLE | |||||||
| 50 S FRENCH BROAD AVENUE | ASHEVILLE | NC | 28801 | NONE | PC | CHARITABLE | $25,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | NONE | PC | CHARITABLE | $20,000 |
| WOODLANDS COMMUNITY TEMPLE | |||||||
| 50 WORTHINGTON ROAD | WHITE PLAINS | NY | 10607 | NONE | PC | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $262,000 | 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 | $23 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $411,109 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $411,109 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,575 | Amt |
| Net Investment Income | $3,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,287 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (76 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $47,310 | $56,996 |
| ABBVIE INC COM | $50,659 | $82,942 |
| ALPHABETINC CL C | $17,225 | $37,656 |
| ALTRIA GROUP INC | $54,393 | $60,024 |
| AMGEN INC | $52,252 | $61,207 |
| APPLE INC | $14,197 | $64,431 |
| APPLIED MATERIALS INC | $18,746 | $38,549 |
| ARCHER DANIELS MIDLAND CO | $47,308 | $58,525 |
| AT&T INC | $28,066 | $30,379 |
| BANK OF AMER CORP | $25,217 | $46,475 |
| BBX CAP INC CL A | $210,947 | $243,970 |
| BEST BUY CO INC | $48,363 | $42,090 |
| BRISTOL MYERS SQUIBB CO | $48,492 | $46,227 |
| BROADCOM INC | $21,582 | $51,915 |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST | $33,078 | $32,413 |
| CALAMOS STRATEGIC TOTAL RETURN | $41,751 | $63,130 |
| CARRIER GLOBAL CORP | $14,951 | $17,437 |
| CATERPILLAR INC | $52,956 | $114,574 |
| CHEVRON CORP | $45,580 | $45,723 |
| CISCO SYSTEMS INC | $40,741 | $59,775 |
| COHEN & STEERS INFRASTRUCTURE | $52,052 | $56,200 |
| CRACKER BARREL OLD CTRY STORE | $39,618 | $18,847 |
| CVS HEALTH CORP | $51,860 | $66,900 |
| DOMINION ENERGY INC | $43,440 | $44,411 |
| DOW INC | $48,263 | $29,950 |
| EMERSON ELECTRIC CO | $24,238 | $42,869 |
| EXXON MOBIL CORP | $38,409 | $51,987 |
| FORD MOTOR CO COM | $43,191 | $59,985 |
| GENERAL MOTORS CO | $22,879 | $50,012 |
| GENL MILLS INC | $42,479 | $37,340 |
| GLAXO WELLCOME PLC SPON ADR | $42,425 | $56,837 |
| HOME DEPOT INC | $22,925 | $33,378 |
| HONEYWELL INTL INC | $22,022 | $28,873 |
| HP INC | $39,370 | $34,690 |
| ILLINOIS TOOL WORKS INC | $23,968 | $36,452 |
| INTL BUSINESS MACH | $50,281 | $83,827 |
| INTL PAPER CO | $43,514 | $37,421 |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | $23,907 | $25,639 |
| JOHNSON & JOHNSON COM | $38,951 | $55,877 |
| JP MORGAN CHASE & CO | $22,365 | $52,200 |
| KINDER MORGAN IND | $34,414 | $56,602 |
| KRAFT HEINZ CO | $44,637 | $33,611 |
| LEGGET & PLATT INC | $25,875 | $24,288 |
| LINCOLN NATL CORP IND | $30,072 | $43,150 |
| LOCKHEED MARTIN CORP | $43,470 | $53,204 |
| LOWES COMPANIES INC | $21,721 | $38,103 |
| MANULIFE FINANCIAL CORP CAD | $32,629 | $56,270 |
| MEDTRONIC | $21,980 | $24,976 |
| MERCK & CO INC COM | $44,288 | $49,262 |
| NEWELL BRANDS INC | $21,684 | $10,420 |
| PEPSICO INC | $40,198 | $42,338 |
| PFIZER INC | $43,123 | $40,189 |
| PHILIP MORRIS INTL INC | $41,716 | $64,481 |
| PROCTOR & GAMBLE CO | $22,242 | $26,082 |
| PRUDENTIAL FINANCIAL INC | $42,827 | $48,200 |
| QUALCOMM INC | $57,046 | $87,407 |
| RTX CORP | $40,458 | $74,827 |
| SHELL PLC SPON ADR | $25,332 | $31,449 |
| SOUTHERN CO | $35,194 | $46,129 |
| STARBUCKS CORP | $22,267 | $26,526 |
| SYSCO CORP | $22,973 | $25,570 |
| TARGET CORP | $43,634 | $43,108 |
| THORNBURG INCM BUILDER OPP TR | $31,805 | $40,602 |
| TORONTO DOMINION BK NEW CANADA | $40,111 | $71,121 |
| UNILEVER PLC AMER SHS NEW SPON | $23,869 | $26,683 |
| VALLERO ENERGY CORP NEW | $26,722 | $49,000 |
| VERIZON COMMUNICATIONS INC | $45,520 | $41,219 |
| VF CORP | $22,155 | $23,558 |
| MAGNUM ICE CREAM CO EUR | $1,318 | $1,458 |
| META PLATFORMS INC CL A | $19,292 | $26,404 |
| MICRON TECHNOLOGY INC | $19,167 | $85,623 |
| MICROSOFT CORP | $21,014 | $29,017 |
| NVIDIA CORP | $17,492 | $37,300 |
| ORACLE CORP | $18,155 | $29,237 |
| SOLSTICE ADVANCED MATLS INC | $1,359 | $1,797 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $16,157 | $36,467 |
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 | $2,112,120 | BookValueAmt |
| EOYFMV | $2,080,676 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $125 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD COST BASIS ADJUSTMENT | Desc |
| Amt | $464 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $48,952 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $16,798 | Amt |
| Net Investment Income | $16,798 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,001 | $1,001 | $0 |
| FEDERAL EXCISE TAX PAYMENTS | $4,400 | $0 | $0 |