LEVITETZ FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEVITETZ FAMILY FOUNDATION INC (EIN 27-3533930)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-14
- IRS object ID
- 202433199349102103
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:08:49-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTHEAST THIRD AVE SUITE 1100 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273533930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVITETZ FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 8003236838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 BROKEN SOUND BLVD NW 110 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN RUTNER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5619949360 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CESAR ESTRADA | PreparerPersonNm |
| PTIN | P01063257 | PTIN |
| Phone | 3059959600 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,599,551 | 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 | $1,000,360 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60,947 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,947 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,605 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$37,355 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $820,355 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,717,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $820,355 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $627 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $627 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,028,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,028,534 | 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 | $535 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $268 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $267 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,274 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,137 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,137 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,821 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,281 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,540 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,324 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,808 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $904 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $904 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,402 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,973 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,547,368 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,547,368 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,674,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,578,341 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$645,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $932,218 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $238,306 | CashBOYAmt |
| Cash EOY | $290,212 | CashEOYAmt |
| Cash EOYFMV | $290,212 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $325,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $325,806 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,607,370 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,062,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,913,496 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,485,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,113,095 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,070,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,437,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,791,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,599,551 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $181 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $49 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $181 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,437,310 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,791,547 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,437,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,791,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,437,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,791,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,437,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$645,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,791,547 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,791,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| NORTHERN TRUST #1177 - PUBLICLY TRADED SECURITIES | $52,632 | $52,513 | $119 | $119 | |
| NORTHERN TRUST #1177 - PUBLICLY TRADED SECURITIES | $2,630,270 | $1,844,781 | $785,489 | $785,489 | |
| TIME EQUITY INVESTMENT DIVERSIFIED INCOME & OPPORTUNITY FUND | $20,983 | $20,983 | $20,983 | P | |
| CAPITAL GAINS DIVIDENDS | $13,764 | $13,764 | $13,764 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $820,355 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,958 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,958 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,235 | 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 | $3,235 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,723 | 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 | HTTP://WWW.LEVITETZFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | ALAN RUTNER | IndividualWithBooksNm |
| Phone | 8003236838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 BROKEN SOUND BLVD NW STE 110 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY A LEVITETZ | ||||||||
| 5300 BROKEN SOUND BLVD NW 110 | BOCA RATON | FL | 33487 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALAN RUTNER | ||||||||
| 5300 BROKEN SOUND BLVD NW 110 | BOCA RATON | FL | 33487 | DIRECTOR/VP/SECRETARY/TREA | 2.00 | $0 | $0 | $0 |
| ZACHARY LEVITETZ | ||||||||
| 5300 BROKEN SOUND BLVD NW 110 | BOCA RATON | FL | 33487 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TYLER LEVITETZ | ||||||||
| 5300 BROKEN SOUND BLVD NW 110 | BOCA RATON | FL | 33487 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIELLA J JORDAN | ||||||||
| 5300 BROKEN SOUND BLVD NW 110 | BOCA RATON | FL | 33487 | EXECUTIVE DIRECTOR | 10.00 | $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 | $6,631,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $696,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $748,129 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,075,575 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,075,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,954,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $397,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,958 | TotalTaxAmt |
| Distributable Before Adj | $384,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $384,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $384,764 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,578,341 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,578,341 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $384,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,236,518 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,558,450 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,369,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,444,145 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,752,250 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,361,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,578,341 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $384,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,193,577 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,554,662 | 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 | $1,236,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,318,144 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,558,450 | ExcessFromYear4Amt |
| Excess From Year3 | $1,369,722 | ExcessFromYear3Amt |
| Excess From Year2 | $1,444,145 | ExcessFromYear2Amt |
| Excess From Year1 | $1,752,250 | ExcessFromYear1Amt |
| Excess From Current Year | $2,193,577 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY A LEVITETZ | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEVITETZ FAMILY FOUNDATION INC ALAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 BROKEN SOUND BLVD NW 110 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8003236838 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM IS SUGGESTED, ALTHOUGH NOT REQUIRED. NO SPECIAL MATERIAL REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT & REHABILITATION CENTER | |||||||
| 10250 NW 53 STREET | SUNRISE | FL | 333510000 | PC | GENERAL PURPOSE | $10,000 | |
| ALBERTSONS COMPANIES | |||||||
| 11555 DUBLIN CANYON WAY | PLEASANTON | CA | 945880000 | PC | GENERAL PURPOSE | $39,900 | |
| ANTHONY RIZZO FAMILY FOUNDATION INC | |||||||
| 6574 N STATE ROAD 7 SUITE 201 | COCONUT CREEK | FL | 330730000 | PC | GENERAL PURPOSE | $55,000 | |
| BOCA HELPING HANDS INC | |||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 334320000 | PC | GENERAL PURPOSE | $35,000 | |
| BOCA RATON REGIONAL HOSPITAL | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 334860000 | PC | GENERAL PURPOSE | $300,000 | |
| BOONE COUNTY MENTORING | |||||||
| 404 W CAMP ST | LEBANON | IN | 460520000 | PC | GENERAL PURPOSE | $3,000 | |
| BOYS & GIRLS CLUB BOONE COUNTY | |||||||
| 1575 MULBERRY STREET | ZIONSVILLE | IN | 460770000 | PC | GENERAL PURPOSE | $3,500 | |
| C&S CHARITIES INC | |||||||
| 7 CORPORATE DRIVE | KEENE | NH | 034310000 | PC | GENERAL PURPOSE | $18,600 | |
| CLEVELAND CLINIC OF FLORIDA | |||||||
| 2950 CLEVELAND CLINIC BLVD | WESTON | FL | 333310000 | PC | GENERAL PURPOSE | $190,000 | |
| DARBSTER FOUNDATION | |||||||
| 1226 OMAR ROAD | WEST PALM BEACH | FL | 334050000 | PC | GENERAL PURPOSE | $21,600 | |
| EPILEPSY FLORIDA INC | |||||||
| 7300 N KENDALL DR STE 760 | MIAMI | FL | 331560000 | PC | GENERAL PURPOSE | $5,000 | |
| EVERGLADES ANGELS DOG RESCUE | |||||||
| 2637 E ATLANTIC BLVD 269 | POMPANO BEACH | FL | 330620000 | PC | GENERAL PURPOSE | $20,000 | |
| FOOD FOR THE POOR INC | |||||||
| 6501 LYONS ROAD | COCONUT CREEK | FL | 330730000 | PC | GENERAL PURPOSE | $30,000 | |
| GULF COAST HUMANE SOCIETY | |||||||
| 2010 ARCADIA ST | FORT MYERS | FL | 339160000 | PC | GENERAL PURPOSE | $10,000 | |
| HOMETOWN FOUNDATION INC | |||||||
| 275 SCHOOLHOUSE ROAD | CHESHIRE | CT | 064100000 | PC | GENERAL PURPOSE | $9,000 | |
| HOSPICE BY THE SEA | |||||||
| 1531 W PALMETTO RD | BOCA RATON | FL | 334860000 | PC | GENERAL PURPOSE | $10,000 | |
| HUMANE SOCIETY OF BROWARD COUNTY | |||||||
| 2070 GRIFFIN ROAD | DANIA | FL | 330040000 | PC | GENERAL PURPOSE | $62,337 | |
| HUMANE SOCIETY OF GREATER MIAMI | |||||||
| 16101 WEST DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 331600000 | PC | GENERAL PURPOSE | $10,000 | |
| HUMANE SOCIETY OF JACKSONVILLE | |||||||
| 8464 BEACH BLVD | JACKSONVILLE | FL | 322160000 | PC | GENERAL PURPOSE | $10,000 | |
| HUMANE SOCIETY OF TAMPA BAY | |||||||
| 3607 NORTH ARMENIA AVE | TAMPA | FL | 336070000 | PC | GENERAL PURPOSE | $30,400 | |
| HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY | |||||||
| PO BOX 644 | VERO BEACH | FL | 329610000 | PC | GENERAL PURPOSE | $10,000 | |
| JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION INC | |||||||
| 3711 GARFIELD STREET | HOLLYWOOD | FL | 330210000 | PC | GENERAL PURPOSE | $60,000 | |
| LEBANON COMM OF SHALOM INC | |||||||
| 304 W GREEN STREET PO BOX 135 | LEBANON | IN | 460520000 | PC | GENERAL PURPOSE | $5,500 | |
| MAE VOLEN SENIOR CENTERINC | |||||||
| 1515 WEST PALMETTO PARK ROAD | BOCA RATON | FL | 334860000 | PC | GENERAL PURPOSE | $11,525 | |
| MAKE-A-WISH FOUNDATION | |||||||
| PO BOX 17377 | FT LAUDERDALE | FL | 333180000 | PC | GENERAL PURPOSE | $20,000 | |
| MAYO CLINIC FOUNDATION | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 322240000 | PC | GENERAL PURPOSE | $142,857 | |
| MENTAL HEALTH AMERICA OF BOONE | |||||||
| 1122 N LEBANON ST 100A | LEBANON | IN | 460520000 | PC | GENERAL PURPOSE | $5,000 | |
| OCEAN REEF COMMUNITY | |||||||
| 35 OCEAN REEF DRIVE SUITE 148 | KEY LARGO | FL | 33073 | PC | GENERAL PURPOSE | $100,000 | |
| PAPANICOLAOU CORPS FOR CANCER RESEARCH INC | |||||||
| 1191 E NEWPORT CENTER DR SUITE 107 | DEERFIELD BEACH | FL | 334420000 | PC | GENERAL PURPOSE | $9,240 | |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACHES INC | |||||||
| 3100/3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 334090000 | PC | GENERAL PURPOSE | $59,600 | |
| PET ALLIANCE OF GREATER ORLANDO INC | |||||||
| 2727 CONROY ROAD | ORLANDO | FL | 328390000 | PC | GENERAL PURPOSE | $10,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1653 WEST CONGRESS PARKWAY | CHICAGO | IL | 606120000 | PC | GENERAL PURPOSE | $100,000 | |
| SEA TURTLE ADVENTURES INC | |||||||
| 721 US HWY 1 STE 207-208 | NORTH PALM BEACH | FL | 334080000 | PC | GENERAL PURPOSE | $10,000 | |
| SOUTHEAST FLORIDA HONOR FLIGHT | |||||||
| PO BOX 1503 | STUART | FL | 349950000 | PC | GENERAL PURPOSE | $60,000 | |
| THE COMMUNITY FOUNDATION OF JACKSON HOLE WY | |||||||
| 245 E SIMPSON PO BOX 574 | JACKSON | WY | 830010000 | PC | GENERAL PURPOSE | $10,000 | |
| UNIVERSITY OF ALABAMA ARTS AND SCIENCES | |||||||
| PO BOX 870268 | TUSCALOOSA | AL | 354870000 | PC | GENERAL PURPOSE | $100,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PK FDN INC | |||||||
| 4603 CALVERT ROAD | COLLEGE PARK | MD | 207400000 | PC | GENERAL PURPOSE | $31,250 | |
| USA WRESTLING | |||||||
| 6155 LEHMAN DRIVE | COLORADO SPRINGS | CO | 809180000 | PC | GENERAL PURPOSE | $225,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 100189784 | PC | GENERAL PURPOSE | $500,000 | |
| CRIMSON TIDE FOUNDATION | |||||||
| BOX 870343 | TUSCALOOSA | AL | 354870343 | PC | GENERAL PURPOSE | $100,000 | |
| TETON COUNTY 4-H COUNCIL | |||||||
| PO BOX 1708 | JACKSON | WY | 830010000 | PC | GENERAL PURPOSE | $5,000 | |
| THE CHILDRENS HEALING INSTITUTE | |||||||
| 2161 PALM BEACH LAKES BLVD SUITE | WEST PALM BEACH | FL | 33409 | PC | GENERAL PURPOSE | $10,000 | 212 |
| CENTER MANAGEMENT INC | |||||||
| PO BOX 10965 | JACKSON | WY | 83002 | PC | GENERAL PURPOSE | $75,000 | |
| NITTANY LION WRESTLING CLUB | |||||||
| PO BOX 316 | STATE COLLEGE | PA | 16801 | PC | GENERAL PURPOSE | $10,000 | |
| DOLLY'S DREAM | |||||||
| 5300 BROKEN SOUND BLVD NW 110 | BOCA RATON | FL | 334870000 | PC | GENERAL PURPOSE | $4,059 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,547,368 | 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 | $60,947 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,605 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$37,355 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $820,355 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $991,179 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $991,179 | TotalIncomeProducingActyAmt |
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 Person | JEFFREY A LEVITETZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 BROKEN SOUND BLVD NW 110 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,274 | Amt |
| Net Investment Income | $8,137 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,137 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST #2263 - EQUITY SECURITIES | $954,656 | $1,556,559 |
| NORTHERN TRUST #4337 - EQUITY SECURITIES | $2,107,827 | $3,356,937 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFC ISHARES 1-3 YEAR CREDIT BOND | AT COST | $431,039 | $404,796 |
| MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | AT COST | $54,070 | $42,784 |
| MFC FLEXSHARES TR IBOXX 3 YEAR TARGET | AT COST | $74,640 | $70,770 |
| MFB NORTHERN HIGHE YIELD FIXED INCOME FUND | AT COST | $267,174 | $232,750 |
| MFB NORTHERN FDS GLOBAL REAL ESTATE | AT COST | $278,131 | $301,429 |
| TIME EQUITY INVESTMENT DIVERSIFIED INCOME & OPPORTUNITY FUND | AT COST | $748,129 | $748,129 |
| MFC ISHARES TR BROAD | AT COST | $259,912 | $269,379 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $535 | LegalFeesAmt |
| Net Investment Income | $268 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $267 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $8,362 | $4,181 | $4,181 |
| COMPUTERS, ELECTRONIC & OFFICE SUPPLIES | $658 | $329 | $329 |
| MISCELLANEOUS G&A | $26,250 | $13,125 | $13,125 |
| PORTFOLIO DEDUCTIONS - TIME EQUITY INVESTMENT FUND | $924 | $924 | $0 |
| DUES & SUBSCRIPTIONS | $561 | $280 | $281 |
| OFFICE SUPPLIES | $417 | $208 | $209 |
| TIME EQUITY INVESTMENT DIVERSIFIED INCOME & OPPORTUNITY FUND RENTAL LOSS | $37,355 | $37,355 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY GAIN - TIME EQUITY INVESTMENT FUND | Desc |
| Revenue And Expenses Per Books | $627 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $627 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $181 | BOYBookValueAmt |
| EOY Book Value | $49 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND BANK FEES | CategoryTxt |
| Amt | $31,821 | Amt |
| Net Investment Income | $28,281 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,540 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,324 | Amt |
| Net Investment Income | $2,324 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments