LEVITETZ FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEVITETZ FAMILY FOUNDATION INC (EIN 27-3533930)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-01
- IRS object ID
- 202323359349100102
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-01T09:00:59-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST LAS OLAS BOULEVARD 21ST FL | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | 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 | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | RUTNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 9543208000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,323,462 | 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 | $2,028,014 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,374 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,374 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,224 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$31,665 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $40,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $232,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,862 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,272,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,460 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $56,831 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $28,416 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,415 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,089 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,545 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,544 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $275 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $275 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,407 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,408 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,629 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,889 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,815 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,815 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,572 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,896 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,354 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,977 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $12,489 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,489 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,224 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $207,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,598 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,092,482 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,092,482 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,299,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,161,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,854 | CashBOYAmt |
| Cash EOY | $238,306 | CashEOYAmt |
| Cash EOYFMV | $238,306 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $93,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,853 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,523,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,607,370 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,639,780 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,595,560 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,485,962 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,339,523 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,465,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,437,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,323,462 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,217 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $181 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,217 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,464,361 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,437,310 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,464,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,437,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,465,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,437,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,464,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,051 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,437,310 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,437,310 | 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 | $25,630 | $39,681 | -$14,051 | -$14,051 | |
| NORTHERN TRUST #1177 - PUBLICLY TRADED SECURITIES | $179,815 | $152,112 | $27,703 | $27,703 | |
| TIME EQUITY INVESTMENT DIVERSIFIED INCOME & OPPORTUNITY FUND | $2,673 | $2,673 | $2,673 | P | |
| CAPITAL GAINS DIVIDENDS | $24,537 | $24,537 | $24,537 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,862 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,478 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,478 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,713 | 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 | $4,713 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,235 | OverpaymentAmt |
| Applied To ES Tax | $3,235 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFERY 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELA J JORDAN | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 18.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $61,538 | CompensationAmt |
| Employee Benefits | $4,987 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,752,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $736,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $842,321 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,331,118 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,331,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,206,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $410,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $410,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,478 | TotalTaxAmt |
| Distributable Before Adj | $408,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $408,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $408,830 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,161,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,161,080 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $408,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $861,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,236,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,558,450 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,369,722 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,444,145 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,470,158 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,161,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $408,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,752,250 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,222,408 | 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 | $861,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,361,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,236,518 | ExcessFromYear4Amt |
| Excess From Year3 | $1,558,450 | ExcessFromYear3Amt |
| Excess From Year2 | $1,369,722 | ExcessFromYear2Amt |
| Excess From Year1 | $1,444,145 | ExcessFromYear1Amt |
| Excess From Current Year | $1,752,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFERY 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 | $26,500 |
| 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 | $2,000 |
| BOYS & GIRLS CLUB BOONE COUNTY | ||||||
| 1575 MULBERRY STREET | ZIONSVILLE | IN | 460770000 | PC | GENERAL PURPOSE | $8,500 |
| C&S CHARITIES INC | ||||||
| 7 CORPORATE DRIVE | KEENE | NH | 034310000 | PC | GENERAL PURPOSE | $15,400 |
| CLEVELAND CLINIC OF FLORIDA | ||||||
| 2950 CLEVELAND CLINIC BLVD | WESTON | FL | 333310000 | PC | GENERAL PURPOSE | $190,000 |
| CORAL SPRINGS ROTARY CHARITY | ||||||
| 4153 NW 58TH DR | COCONUT CREEK | FL | 330730000 | PC | GENERAL PURPOSE | $112,250 |
| DARBSTER FOUNDATION | ||||||
| 1226 OMAR ROAD | WEST PALM BEACH | FL | 334050000 | PC | GENERAL PURPOSE | $19,800 |
| DOLLY'S DREAM | ||||||
| 5300 BROKEN SOUND BLVD NW 110 | BOCA RATON | FL | 334870000 | PC | GENERAL PURPOSE | $9,211 |
| ELIZABETH H FAULK FOUNDATION | ||||||
| 22455 BOCA RIO ROAD | BOCA RATON | FL | 334330000 | PC | GENERAL PURPOSE | $5,000 |
| EPILEPSY FLORINDA INC | ||||||
| 7300 N KENDALL DR STE 760 | MIAMI | FL | 331560000 | PC | GENERAL PURPOSE | $1,000 |
| EVERGLADES ANGELS DOG RESCUE | ||||||
| 2637 E ATLANTIC BLVD 269 | POMPANO BEACH | FL | 330620000 | PC | GENERAL PURPOSE | $10,000 |
| FOOD FOR THE POOR INC | ||||||
| 6501 LYONS ROAD | COCONUT CREEK | FL | 330730000 | PC | GENERAL PURPOSE | $30,000 |
| GIGI'S PLAYHOUSE INC | ||||||
| 2350 WEST HIGGINS ROAD | HOFFMAN ESTATES | IL | 601690000 | PC | GENERAL PURPOSE | $25,000 |
| HAWKEYE WRESTLING CLUB | ||||||
| 308 E BURLINGTON STREET 247 | IOWA CITY | IA | 522460000 | 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 (HALIFAX) | ||||||
| 2364 LPGA BLVD | DAYTONA BEACH | FL | 321240000 | PC | GENERAL PURPOSE | $10,000 |
| HUMANE SOCIETY OF BROWARD COUNTY | ||||||
| 2070 GRIFFIN ROAD | DANIA | FL | 330040000 | PC | GENERAL PURPOSE | $59,939 |
| 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 | $10,000 |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS INC | ||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 333510000 | PC | GENERAL PURPOSE | $18,000 |
| JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION INC | ||||||
| 3711 GARFIELD STREET | HOLLYWOOD | FL | 330210000 | PC | GENERAL PURPOSE | $47,975 |
| LEBANON COMM OF SHALOM INC | ||||||
| 304 W GREEN STREET PO BOX 135 | LEBANON | IN | 460520000 | PC | GENERAL PURPOSE | $4,500 |
| MAE VOLEN SENIOR CENTERINC | ||||||
| 1515 WEST PALMETTO PARK ROAD | BOCA RATON | FL | 334860000 | PC | GENERAL PURPOSE | $7,500 |
| 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 |
| NATIONAL WRESTLING HALL OF FAME (DAN GABLE MUSEUM) | ||||||
| 405 W HALL OF FAME AVENUE | STILLWATER | OK | 740750000 | PC | GENERAL PURPOSE | $25,000 |
| OCEAN REEF COMMUNITY | ||||||
| 35 OCEAN REEF DRIVE SUITE 148 | KEY LARGO | FL | 33073 | PC | GENERAL PURPOSE | $100,000 |
| ORCAT INC | ||||||
| 97 S HARBOR DR | KEY LARGO | FL | 330370000 | PC | GENERAL PURPOSE | $39,100 |
| PAPANICOLAOU CORPS FOR CANCER RESEARCH INC | ||||||
| 1191 E NEWPORT CENTER DR SUITE 107 | DEERFIELD BEACH | FL | 334420000 | PC | GENERAL PURPOSE | $10,000 |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACHES INC | ||||||
| 3100/3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 334090000 | PC | GENERAL PURPOSE | $51,800 |
| PET ALLIANCE OF GREATER ORLANDO INC | ||||||
| 2727 CONROY ROAD | ORLANDO | FL | 328390000 | PC | GENERAL PURPOSE | $30,000 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1653 WEST CONGRESS PARKWAY | CHICAGO | IL | 606120000 | PC | GENERAL PURPOSE | $150,000 |
| 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 |
| THE MIRACLE LEAGUE OF PALM BEACH COUNTY | ||||||
| PO BOX 7211 | DELRAY BEACH | FL | 334820000 | PC | GENERAL PURPOSE | $1,000 |
| 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 |
| YELLOW RIBBON FUND | ||||||
| PO BOX 41048 | BETHESDA | MD | 208240000 | PC | GENERAL PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,092,482 | 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 | $44,374 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,224 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$31,665 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,795 | 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 | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,815 | Amt |
| Net Investment Income | $5,407 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,408 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST #2263 - EQUITY SECURITIES | $1,100,762 | $1,602,252 |
| NORTHERN TRUST #4337 - EQUITY SECURITIES | $2,506,608 | $4,037,528 |
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 | $396,343 |
| MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | AT COST | $66,645 | $53,645 |
| MFC FLEXSHARES TR IBOXX 3 YEAR TARGET | AT COST | $99,520 | $94,120 |
| MFB NORTHERN HIGHE YIELD FIXED INCOME FUND | AT COST | $400,146 | $336,164 |
| MFB NORTHERN FDS GLOBAL REAL ESTATE | AT COST | $351,370 | $356,475 |
| TIME EQUITY INVESTMENT DIVERSIFIED INCOME & OPPORTUNITY FUND | AT COST | $842,321 | $842,321 |
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL | AT COST | $294,921 | $260,455 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $550 | LegalFeesAmt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $7,794 | $3,897 | $3,897 |
| COMPUTERS, ELECTRONIC & OFFICE SUPPLIES | $752 | $376 | $376 |
| TELEPHONE | $315 | $158 | $157 |
| MISCELLANEOUS G&A | $13,078 | $6,539 | $6,539 |
| PORTFOLIO DEDUCTIONS - TIME EQUITY INVESTMENT FUND | $201 | $201 | $0 |
| DUES & SUBSCRIPTIONS | $510 | $255 | $255 |
| FOREIGN CURRENCY LOSS - TIME EQUITY INVESTMENT FUND | $7,561 | $7,561 | $0 |
| TIME EQUITY INVESTMENT DIVERSIFIED INCOME & OPPORTUNITY FUND RENTAL LOSS | $31,665 | $31,665 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $1,217 | BOYBookValueAmt |
| EOY Book Value | $181 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND BANK FEES | CategoryTxt |
| Amt | $32,518 | Amt |
| Net Investment Income | $28,629 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,889 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,708 | $2,354 | $2,354 |
| EXCISE TAXES | $322 | $0 | $0 |
| FOREIGN TAX | $2,542 | $2,542 | $0 |