LEVITETZ FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: LEVITETZ FAMILY FOUNDATION INC (EIN 27-3533930)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2020-11-12
IRS object ID: 202003179349102350
Schema version: 2019v5.1
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 Bonds 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	2020-11-12T13:35:53-06:00	ReturnTs
Tax Period End	2020-06-30	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	450 E LAS OLAS BLVD 9TH FLOOR	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	2019-07-01	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 NO 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	8003236838	PhoneNum
Signature	2020-11-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CESAR ESTRADA	PreparerPersonNm
PTIN	P01063257	PTIN
Phone	9543208000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	47.19.127.190	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-09	IPDt
IP Tm	14:22:02	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	A9BA3E26E8A4340F2AB51095A13565526346199F	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,297,565	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	$2,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$21,867	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$21,867	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$180,972	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$180,972	DividendsNetInvstIncmAmt
Net Rental Income Or Loss	-$1,240	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	-$112,695	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$546,959	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$86,957	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$86,957	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,177,101	TotalRevAndExpnssAmt
Total Net Invst Incm	$289,796	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	$86,436	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$43,218	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$43,218	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$17,465	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$8,732	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$8,733	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$586	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$293	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$293	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,015	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,007	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,006	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$39,499	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$34,651	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$4,847	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$286	InterestRevAndExpnssAmt
Interest Net Invst Incm	$143	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$143	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$7,160	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,580	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$3,580	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$1,474	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$737	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$737	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$27,395	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$14,397	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$12,998	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$182,316	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$106,758	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$75,555	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,864,391	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,864,391	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,046,707	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$106,758	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,939,946	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$130,394	ExcessRevenueOverExpensesAmt
Net Investment Income	$183,038	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$108,370	CashBOYAmt
Cash EOY	$143,720	CashEOYAmt
Cash EOYFMV	$143,720	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,094,344	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$509,706	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$509,706	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$4,924,520	CorporateStockBOYAmt
Corporate Stock EOY	$4,533,206	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,690,753	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$124,480	CorporateBondsBOYAmt
Corporate Bonds EOY	$124,480	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$128,919	CorporateBondsEOYFMVAmt
Other Investments BOY	$777,526	OtherInvestmentsBOYAmt
Other Investments EOY	$1,842,578	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,824,467	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$7,029,240	TotalAssetsBOYAmt
Total Assets EOY	$7,153,690	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,297,565	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$7,509	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$1,565	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$7,509	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,565	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$7,021,731	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$7,152,125	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,021,731	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,152,125	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,029,240	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,153,690	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,021,731	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$130,394	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$7,152,125	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,152,125	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$25,606	$40,919	-$15,313	-$15,313
PUBLICLY TRADED SECURITIES	P	$516,259	$618,735	-$102,476	-$102,476
CAPITAL GAINS DIVIDENDS	P	$5,094		$5,094	$5,094

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$112,695	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,632,592	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$7,988,480	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.204368	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,277,632	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$8,369,947	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.152645	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$927,995	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$7,986,557	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.116195	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$895,864	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$7,548,353	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.118683	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$753,547	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$7,843,888	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.096068	DistributionYr5Rt
Total Distribution	0.687959	TotalDistributionRt
Average Distribution	0.137592	AverageDistributionRt
Net Vl Noncharitable Assets	$7,666,510	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,054,850	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,830	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,056,680	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,939,946	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$1,830	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,830	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,830	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,602	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,602	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$772	OverpaymentAmt
Applied To ES Tax	$772	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	3.50	$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	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$93,596	CompensationAmt
Employee Benefits	$0	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	$6,978,186	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$805,073	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,783,259	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,783,259	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$116,749	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,666,510	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$383,326	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$383,326	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,830	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,830	TotalTaxAmt
Distributable Before Adj	$381,496	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$381,496	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$381,496	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,939,946	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,939,946	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,830	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,938,116	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$381,496	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$373,053	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$519,190	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$530,395	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$861,323	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,236,518	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,520,479	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,939,946	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$381,496	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,558,450	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$5,078,929	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	$373,053	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$4,705,876	ExcessDistriCyovToNextYrAmt
Excess From Year4	$519,190	ExcessFromYear4Amt
Excess From Year3	$530,395	ExcessFromYear3Amt
Excess From Year2	$861,323	ExcessFromYear2Amt
Excess From Year1	$1,236,518	ExcessFromYear1Amt
Excess From Current Year	$1,558,450	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 (51 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
ANTHONY RIZZO FAMILY FOUNDATION INC
6574 N STATE ROAD 7 SUITE 201	COCONUT CREEK	FL	330730000	PC	GENERAL PURPOSE	$55,000
BICOL CLINIC FOUNDATION
951 NW 13TH STREET SUITE 3E	BOCA RATON	FL	334860000	PC	GENERAL PURPOSE	$5,000
BOCA HELPING HANDS INC
1500 NW 1ST COURT	BOCA RATON	FL	334320000	PC	GENERAL PURPOSE	$25,600
BOYS & GIRLS CLUB BOONE COUNTY
1575 MULBERRY STREET	ZIONSVILLE	IN	460770000	PC	GENERAL PURPOSE	$3,500
BOYS & GIRLS CLUB OF BOWLING (GOLF CLASSIC)
300 NEW CASTLE ST	BOCA RATON	FL	334870000	PC	GENERAL PURPOSE	$2,000
CLEVELAND CLINIC OF FLORIDA
2950 CLEVELAND CLINIC BLVD	WESTON	FL	333310000	PC	GENERAL PURPOSE	$265,000
DARBSTER FOUNDATION
1226 OMAR ROAD	WEST PALM BEACH	FL	334050000	PC	GENERAL PURPOSE	$16,200
ELIZABETH H FAULK FOUNDATION
22455 BOCA RIO ROAD	BOCA RATON	FL	334330000	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	$33,633
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	$1,000
HOMETOWN FOUNDATION INC
275 SCHOOLHOUSE ROAD	CHESHIRE	CT	064100000	PC	GENERAL PURPOSE	$9,500
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	$30,000
HUMANE SOCIETY OF BROWARD COUNTY
2070 GRIFFIN ROAD	DANIA	FL	330040000	PC	GENERAL PURPOSE	$57,721
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	$30,000
HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY
PO BOX 644	VERO BEACH	FL	329610000	PC	GENERAL PURPOSE	$10,000
HUMANE SOCIETY CENTRAL BREVARD
1020 COX	COCOA	FL	329260000	PC	GENERAL PURPOSE	$10,000
INDIANA LEBANON RICHARD G BROWN MEMORIAL LODGE NO 110 FOP
PO BOX 432	LEBANON	IN	460520000	PC	GENERAL PURPOSE	$2,000
INTERNATIONAL PROSTATE CANCER FOUNDATION INC
52 RILEY ROAD SUITE 322	CELEBRATION	FL	347470000	PC	GENERAL PURPOSE	$20,000
JEWISH ADOPTION AND FOSTER CARE OPTIONS INC
4200 N UNIVERSITY DRIVE	SUNRISE	FL	333510000	PC	GENERAL PURPOSE	$18,000
JEWISH ASSOCIATION FOR RESIDENTIAL CARE INC
21160 95TH AVE SOUTH	BOCA RATON	FL	334280000	PC	GENERAL PURPOSE	$2,500
JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION INC
3711 GARFIELD STREET	HOLLYWOOD	FL	330210000	PC	GENERAL PURPOSE	$47,975
LEBANON AREA BOYS & GIRLS CLUB
PO BOX 362	LEBANON	IN	460520000	PC	GENERAL PURPOSE	$5,000
LEBANON COMM OF SHALOM INC
304 W GREEN STREET PO BOX 135	LEBANON	IN	460520000	PC	GENERAL PURPOSE	$5,000
LYNN UNIVERSITY INC
3601 N MILITARY TRAIL	BOCA RATON	FL	334310559	PC	GENERAL PURPOSE	$50,000
MAE VOLEN SENIOR CENTERINC
1515 WEST PALMETTO PARK ROAD	BOCA RATON	FL	334860000	PC	GENERAL PURPOSE	$21,015
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
NATIONAL WRESTLING HALL OF FAME (DAN GABLE MUSEUM)
405 W HALL OF FAME AVENUE	STILLWATER	OK	740750000	PC	GENERAL PURPOSE	$21,000
NOVA SOUTHEASTERN UNIVERSITY
3301 COLLEGE AVENUE	FT LAUDERDALE	FL	333140000	PC	GENERAL PURPOSE	$12,500
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	$58,700
PET ALLIANCE OF GREATER ORLANDO INC
2727 CONROY ROAD	ORLANDO	FL	328390000	PC	GENERAL PURPOSE	$10,000
PLACE OF HOPE AT THE HAVEN CAMPUS INC
21441 BOCA RIO ROAD	BOCA RATON	FL	334330000	PC	GENERAL PURPOSE	$1,500
RUSH UNIVERSITY MEDICAL CENTER
1653 WEST CONGRESS PARKWAY	CHICAGO	IL	606120000	PC	GENERAL PURPOSE	$50,000
SEA TURTLE ADVENTURES INC
721 US HWY 1 STE 207-208	NORTH PALM BEACH	FL	334080000	PC	GENERAL PURPOSE	$5,000
SOUTHEAST FLORIDA HONOR FLIGHT
PO BOX 1503	STUART	FL	349950000	PC	GENERAL PURPOSE	$50,755
UNITED STATES OLYMPIC COMMITTEE
ONE OLYMPIC PLAZA	COLORADO SPRINGS	CO	809090000	PC	GENERAL PURPOSE	$60,000
UNIVERSITY OF ALABAMA ARTS AND SCIENCES
PO BOX 870268	TUSCALOOSA	AL	354870000	PC	GENERAL PURPOSE	$100,000
USA WRESTLING
6155 LEHMAN DRIVE	COLORADO SPRINGS	CO	809180000	PC	GENERAL PURPOSE	$103,000
ALBERTSONS COMPANIES
11555 DUBLIN CANYON WAY	PLEASANTON	CA	945880000	PC	GENERAL PURPOSE	$29,600
BOCA RATON REGIONAL HOSPITAL
800 MEADOWS ROAD	BOCA RATON	FL	334860000	PC	GENERAL PURPOSE	$230,209
NITTANY LION WRESTLING CLUB
PO BOX 316	STATE COLLEGE	PA	168040000	PC	GENERAL PURPOSE	$10,000
OCEAN REEF MEDICAL CENTER
50 BARRACUDE LANE	KEY LARGO	FL	330370000	PC	GENERAL PURPOSE	$109,000
ROTARY CLUB OF BOCA RATON
2000 NW 19TH ST	BOCA RATON	FL	334310000	PC	GENERAL PURPOSE	$2,500
UP COUNTRY INC
76 BOYD AVENUE	EAST PROVIDENCE	RI	029140000	PC	GENERAL PURPOSE	$2,126
KAYLEE ENTERPRISES INC
13506 SUMMERPORT VILLIAGE PKWY STE	WINDERMERE	FL	347860000	PC	WRESTLERS TRAVEL EXPENSE	$30,000	422

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,864,391	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	$21,867	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$180,972	ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	-$1,240	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$86,957	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$112,695	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$175,861	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$175,861	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	$2,015	Amt
Net Investment Income	$1,007	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,006	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	MERCK & CO. 2.35%	BondNm
EOY Book Value	$124,480	EOYBookValueAmt
EOYFMV	$128,919	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
NORTHERN TRUST #2263 - EQUITY SECURITIES	$1,168,267	$1,521,348
NORTHERN TRUST #4337 - EQUITY SECURITIES	$3,364,939	$4,169,405

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MFC ISHARES 1-3 YEAR CREDIT BOND	AT COST	$100,331	$103,949
MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL	AT COST	$66,643	$63,183
MFC FLEXSHARES TR IBOXX 3 YEAR TARGET	AT COST	$99,640	$101,120
MFB NORTHERN HIGHE YIELD FIXED INCOME FUND	AT COST	$150,000	$135,088
MFB NORTHERN FDS GLOBAL REAL ESTATE	AT COST	$360,913	$356,076
TIME EQUITY INVESTMENT DIVERSIFIED INCOME & OPPORTUNITY FUND	AT COST	$1,065,051	$1,065,051

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$586	LegalFeesAmt
Net Investment Income	$293	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$293	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$7,886	$3,943	$3,943
COMPUTERS, ELECTRONIC & OFFICE SUPPLIES	$2,923	$1,462	$1,461
TELEPHONE	$420	$210	$210
MISCELLANEOUS G&A	$14,072	$7,036	$7,036
DUES AND SUBSCRIPTIONS	$695	$347	$348
FOREIGN CURRENCY LOSS	$18	$18	$0
PORTFOLIO DEDUCTIONS	$141	$141	$0
RENTAL LOSS	$1,240	$1,240	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	TIME EQUITY INVESTMENT DIVERSIFIED INCOME & OPPORTUNITY FUND	Desc
Revenue And Expenses Per Books	$86,957	RevenueAndExpensesPerBooksAmt
Net Investment Income	$86,957	NetInvestmentIncomeAmt
Adjusted Net Income	$86,957	AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	OTHER LIABILITY	Desc
BOY Book Value	$7,509	BOYBookValueAmt
EOY Book Value	$1,565	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT AND BANK FEES	$37,286	$33,545	$3,741
MARKETING	$2,213	$1,106	$1,106

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	PAYROLL TAXES	CategoryTxt
Amt	$7,160	Amt
Net Investment Income	$3,580	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,580	DisbursementsCharitablePrpsAmt