LEVITETZ FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEVITETZ FAMILY FOUNDATION INC (EIN 27-3533930)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-12
- IRS object ID
- 201903169349101295
- Schema version
- 2018v3.1
- 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 Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T14:05:31-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-11-15 | 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 |
| Preparation | 2019-11-15 | PreparationDt |
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 | 2019-11-08 | IPDt |
| IP Tm | 10:20:36 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D8F5264A43D0C8B05A34341A26B9E27B31E1759B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8BC43B02B1085DBA15B180EF52DB3AC6F07ED837 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,334,052 | 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 | $1,003,850 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,035 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,035 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $207,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,335 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,261,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257,282 | 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 | $88,519 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $44,259 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $44,260 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,551 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,275 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,276 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,509 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,754 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,755 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,416 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,708 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,708 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $381 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $190 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $191 | InterestDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,501 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,750 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,751 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,343 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,642 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,701 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $181,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,892 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,542,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,542,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,724,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,634,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$462,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,717 | CashBOYAmt |
| Cash EOY | $108,370 | CashEOYAmt |
| Cash EOYFMV | $108,370 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,682,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,094,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,094,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,142,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,177,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,569,190 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $124,480 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $124,480 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $126,043 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,479,044 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,524,959 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,436,105 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,495,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,029,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,334,052 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,327 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,509 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,327 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,509 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,484,694 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,021,731 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,484,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,021,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,495,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,029,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,484,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$462,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,021,731 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,021,731 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $7,867 | $8,765 | -$898 | -$898 |
| PUBLICLY TRADED SECURITIES | P | $204,868 | $190,635 | $14,233 | $14,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,335 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,277,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,369,947 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.152645 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $927,995 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,986,557 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.116195 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $895,864 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,548,353 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.118683 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $753,547 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,843,888 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $576,753 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,083,758 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081419 | DistributionYr5Rt |
| Total Distribution | 0.565010 | TotalDistributionRt |
| Average Distribution | 0.113002 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,988,480 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $902,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,675 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $904,389 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,634,267 | 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 | $1,675 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,675 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,277 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,277 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,602 | OverpaymentAmt |
| Applied To ES Tax | $2,602 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| 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/TREASURER | 2.00 | $0 | $0 | $0 |
| DAVID GROOMES | ||||||||
| 5300 BROKEN SOUND BLVD NW 110 | BOCA RATON | FL | 33487 | DIRECTOR/VP | 1.00 | $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 | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $88,519 | CompensationAmt |
| Employee Benefits | $2,000 | 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 | $6,830,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,279,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,110,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,110,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,988,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $399,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,675 | TotalTaxAmt |
| Distributable Before Adj | $397,749 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $397,749 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $397,749 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,634,267 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,634,267 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,675 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,632,592 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $397,749 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $227,287 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $373,053 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $519,190 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $530,395 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $861,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,511,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,634,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $397,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,236,518 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,747,766 | 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 | $227,287 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,520,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $373,053 | ExcessFromYear4Amt |
| Excess From Year3 | $519,190 | ExcessFromYear3Amt |
| Excess From Year2 | $530,395 | ExcessFromYear2Amt |
| Excess From Year1 | $861,323 | ExcessFromYear1Amt |
| Excess From Current Year | $1,236,518 | 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 (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT & REHABILITATION CENTER | |||||||
| 10250 NW 53 STREET | SUNRISE | FL | 333510000 | PC | GENERAL PURPOSE | $35,000 | |
| ANTHONY RIZZO FAMILY FOUNDATION INC | |||||||
| 6574 N STATE ROAD 7 SUITE 201 | COCONUT CREEK | FL | 330730000 | PC | GENERAL PURPOSE | $50,000 | |
| 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 | $8,500 | |
| BOYS & GIRLS CLUB OF BOWLING (GOLF CLASSIC) | |||||||
| 300 NEW CASTLE ST | BOCA RATON | FL | 334870000 | PC | GENERAL PURPOSE | $2,000 | |
| C&S CHARITIES INC | |||||||
| 7 CORPORATE DRIVE | KEENE | NH | 034310000 | PC | GENERAL PURPOSE | $20,800 | |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 841012715 | PC | GENERAL PURPOSE | $5,000 | |
| CLEVELAND CLINIC OF FLORIDA | |||||||
| 2950 CLEVELAND CLINIC BLVD | WESTON | FL | 333310000 | PC | GENERAL PURPOSE | $252,142 | |
| DARBSTER FOUNDATION | |||||||
| 1226 OMAR ROAD | WEST PALM BEACH | FL | 334050000 | PC | GENERAL PURPOSE | $7,200 | |
| 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 | $31,100 | |
| FOOD MARKETING EDUCATIONAL FOUNDATION | |||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 191311395 | PC | GENERAL PURPOSE | $200 | |
| 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 | $1,250 | |
| 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 (JUPITER TEQUESTA) | |||||||
| 401 MAPLEWOOD DR STE 8 | JUPITER | FL | 334580000 | PC | GENERAL PURPOSE | $10,000 | |
| HUMANE SOCIETY OF BROWARD COUNTY | |||||||
| 2070 GRIFFIN ROAD | DANIA | FL | 330040000 | PC | GENERAL PURPOSE | $60,621 | |
| HUMANE SOCIETY CENTRAL BREVARD | |||||||
| 1020 COX | COCOA | FL | 329260000 | PC | GENERAL PURPOSE | $10,000 | |
| HUMANE SOCIETY (HALIFAX) | |||||||
| 2364 LPGA BLVD | DAYTONA BEACH | FL | 321240000 | PC | GENERAL PURPOSE | $20,000 | |
| HUMANE SOCIETY-GULF COAST (DOLLY'S DREAM PROG 2017) | |||||||
| 2010 ARCADIA ST | FORT MYERS | FL | 339160000 | PC | GENERAL PURPOSE | $10,000 | |
| HUMANE SOCIETY SOUTHEAST VOLUSIA | |||||||
| 1200 S GLENCOE ROAD | NEW SMYRNA BEACH | FL | 321680000 | PC | GENERAL PURPOSE | $10,000 | |
| HUMANE SOCIETY OF THE TREASURE COAST | |||||||
| 4100 SW LEIGHTON FARM AVE | PALM CITY | FL | 349900000 | PC | GENERAL PURPOSE | $10,000 | |
| HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY | |||||||
| PO BOX 644 | VERO BEACH | FL | 329610000 | PC | GENERAL PURPOSE | $10,000 | |
| HUMANE SOCIETY OF TAMPA BAY | |||||||
| 3607 NORTH ARMENIA AVE | TAMPA | FL | 336070000 | PC | GENERAL PURPOSE | $20,000 | |
| HUMANE SOCIETY OF JACKSONVILLE | |||||||
| 8464 BEACH BLVD | JACKSONVILLE | FL | 322160000 | 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 ASSOCIATION FOR RESIDENTIAL CARE INC | |||||||
| 21160 95TH AVE SOUTH | BOCA RATON | FL | 334280000 | PC | GENERAL PURPOSE | $5,000 | |
| 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 | $50,000 | |
| LEBANON AREA BOYS & GIRLS CLUB | |||||||
| PO BOX 362 | LEBANON | IN | 460520000 | PC | GENERAL PURPOSE | $1,000 | |
| LEBANON COMM OF SHALOM INC | |||||||
| 304 W GREEN STREET PO BOX 135 | LEBANON | IN | 460520000 | PC | GENERAL PURPOSE | $4,500 | |
| 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 | $13,000 | |
| 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 | |
| MCLANE COMPANY INC (HEART ASSOCIATION) | |||||||
| 4747 MCLANE PARKWAY | TEMPLE | TX | 765030000 | PC | GENERAL PURPOSE | $10,000 | AS 3RD PARTY AGENT FOR HEART ASSOCIATION |
| NATIONAL WRESTLING HALL OF FAME (DAN GABLE MUSEUM) | |||||||
| 405 W HALL OF FAME AVENUE | STILLWATER | OK | 740750000 | PC | GENERAL PURPOSE | $21,750 | |
| NEBRASKA WRESTLING TRAINING CENTER | |||||||
| 3610 OLD DOMINION ROAD | LINCOLN | NE | 685160000 | PC | GENERAL PURPOSE | $10,000 | |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVENUE | FT LAUDERDALE | FL | 333140000 | PC | GENERAL PURPOSE | $25,000 | |
| PAPANICOLAOU CORPS FOR CANCER RESEARCH INC | |||||||
| 1191 E NEWPORT CENTER DR SUITE 107 | DEERFIELD BEACH | FL | 334420000 | 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 | |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACHES INC | |||||||
| 3100/3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 334090000 | PC | GENERAL PURPOSE | $55,700 | |
| PET ALLIANCE OF GREATER ORLANDO INC | |||||||
| 2727 CONROY ROAD | ORLANDO | FL | 328390000 | PC | GENERAL PURPOSE | $20,000 | |
| POLICE ATHLETIC LEAGUE OF WPB INC (WRESTLING PROGRAM) | |||||||
| 720 TAMARIND AVE | WEST PALM BEACH | FL | 334010000 | PC | GENERAL PURPOSE | $1,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1653 WEST CONGRESS PARKWAY | CHICAGO | IL | 606120000 | PC | GENERAL PURPOSE | $50,000 | |
| SABRINA COHEN FOUNDATION INC | |||||||
| 1800 PURDY AVE 2406 | MIAMI BEACH | FL | 331390000 | PC | GENERAL PURPOSE | $5,000 | |
| 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 | |
| UNITED SUPERMARKETS FOUNDATION | |||||||
| 11555 DUBLIN CANYON ROAD | PLEASANTON | CA | 945880000 | PC | GENERAL PURPOSE | $2,900 | |
| 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 | $102,000 | |
| WEST PALM BEACH POLICE FOUNDATION | |||||||
| PO BOX 851 | WEST PALM BEACH | FL | 334010000 | PC | GENERAL PURPOSE | $1,000 | |
| YOUTH SPORTS PARTNERS INC | |||||||
| 40 TIEMANN PLACE SUITE 3C | NEW YORK | NY | 100270000 | PC | GENERAL PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,542,375 | 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 | $36,035 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,335 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $257,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $257,282 | 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 | $3,509 | Amt |
| Net Investment Income | $1,754 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,755 | 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 | $126,043 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST #2263 - EQUITY SECURITIES | StockNm |
| EOY Book Value | $1,177,087 | EOYBookValueAmt |
| EOYFMV | $1,569,190 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST #4337 - EQUITY SECURITIES | AT COST | $3,747,433 | $4,592,373 |
| MFC ISHARES 1-3 YEAR CREDIT BOND | AT COST | $100,330 | $101,536 |
| MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | AT COST | $66,643 | $59,565 |
| MFC FLEXSHARES TR IBOXX 3 YEAR TARGET | AT COST | $99,640 | $98,760 |
| MFB NORTHERN HIGHE YIELD FIXED INCOME FUND | AT COST | $150,000 | $146,053 |
| MFB NORTHERN FDS GLOBAL REAL ESTATE | AT COST | $360,913 | $437,818 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $11,671 | $5,835 | $5,836 |
| COMPUTERS, ELECTRONIC & OFFICE SUPPLIES | $2,024 | $1,012 | $1,012 |
| LEASHES & COLLARS(DOLLY'S DREAM) | $2,057 | $0 | $2,057 |
| TELEPHONE | $404 | $202 | $202 |
| MISCELLANEOUS G&A | $11,187 | $5,593 | $5,594 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $10,327 | BOYBookValueAmt |
| EOY Book Value | $7,509 | 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 | $38,347 | $19,173 | $19,174 |
| MARKETING | $5,069 | $2,535 | $2,534 |
Comments