Civic Intelligence

Bbx Capital Foundation Inc.

990PF • Fiscal year 2019 • EIN 65-0499150

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
401 E Las Olas Blvd No 800Fort Lauderdale, FL 33301

(954) 940-5369

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

7th percentile

-76%

Higher net margin than 7% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

88th percentile

26%

Faster asset growth than 88% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-38%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,473,109

Up $1,119,740 (+26%) from 2018

Net Assets

Up

$5,473,109

Up $1,119,740 (+26%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin7th percentile

Revenue

Down

$166,889

Down $102,318 (-38%) from 2018

Expenses

Up

$294,513

Up $4,733 (+1.6%) from 2018

Net Income

Down

-$127,624

Down $107,051 (-520%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,243,790Liabilities 2011: $02011Assets 2012: $2,994,278Liabilities 2012: $02012Assets 2013: $3,849,439Liabilities 2013: $02013Assets 2014: $3,783,459Liabilities 2014: $02014Assets 2018: $4,353,369Liabilities 2018: $0Net Assets 2018: $4,353,3692018Assets 2019: $5,473,109Liabilities 2019: $0Net Assets 2019: $5,473,1092019Assets 2020: $5,704,729Liabilities 2020: $0Net Assets 2020: $5,704,7292020Assets 2021: $6,511,465Liabilities 2021: $0Net Assets 2021: $6,511,4652021Assets 2022: $5,902,618Liabilities 2022: $0Net Assets 2022: $5,902,6182022Assets 2023: $6,058,021Liabilities 2023: $0Net Assets 2023: $6,058,0212023Assets 2024: $6,313,556Liabilities 2024: $0Net Assets 2024: $6,313,5562024

Highlighted filing

2019

Assets$5,473,109
Liabilities$0
Net Assets$5,473,109
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $104,262Expenses 2011: $223,593Net Income 2011: -$119,3312011Revenue 2012: $142,101Expenses 2012: $49,456Net Income 2012: $92,6452012Revenue 2013: $400,271Expenses 2013: $148,530Net Income 2013: $251,7412013Revenue 2014: $27,883Expenses 2014: $29,222Net Income 2014: -$1,3392014Revenue 2018: $269,207Expenses 2018: $289,780Net Income 2018: -$20,5732018Revenue 2019: $166,889Expenses 2019: $294,513Net Income 2019: -$127,6242019Revenue 2020: $45,307Expenses 2020: $278,002Net Income 2020: -$232,6952020Revenue 2021: $503,045Expenses 2021: $614,896Net Income 2021: -$111,8512021Revenue 2022: $240,181Expenses 2022: $320,143Net Income 2022: -$79,9622022Revenue 2023: $442,265Expenses 2023: $438,596Net Income 2023: $3,6692023Revenue 2024: $635,827Expenses 2024: $674,452Net Income 2024: -$38,6252024

Highlighted filing

2019

Revenue$166,889
Expenses$294,513
Net Income-$127,624
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN LEVANPresident & Trustee-$0--
JARETT LEVANTreasurer & Trustee-$0--
LOIS MARINODirectorPT$0--
SETH WISEVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY FOUNDATION OF BROWARDART OF COMMUNITY CHAMPION FOR THE LEGACY LUNCHEON - UNDERWRITE THE SPEAKEREOFFORT LAUDERDALE, FL, US$100,000
Paid GrantBROWARD PERFORMING ARTS FOUNDATIONPARKER PLAYHOUSE CAPITAL CAMPAIGNEOFFORT LAUDERDALE, FL, US$20,000
Paid GrantNOVA SOUTHEASTERN UNIVERSITYNSU'S TERRY STILES SCHOOL OF REAL ESTATE DEVELOPMENTPCFORT LAUDERDALE, FL, US$20,000
Paid GrantBUSINESS FOR THE ARTS OF BROWARDSUPPORT FOR ART PROGRAMS TO THE COMMUNITYPCFORT LAUDERDALE, FL, US$11,000
Paid GrantBOYS & GIRLS CLUBS OF BROWARD COUNTYADOPT A FAMILY PROGRAM FOR THE HOLIDAYS - GIFTS FOR 5 FAMILIESPCNORTH LAUDERDALE, FL, US$10,000
Paid GrantBROWARD COLLEGE FOUNDATION INCAMERICAN DREAM SCHOLARSHIP PROGRAMEOFFORT LAUDERDALE, FL, US$10,000
Paid GrantBROWARD PERFORMING ARTS FOUNDATIONPARKER PLAYHOUSE CAPITAL CAMPAIGNEOFFORT LAUDERDALE, FL, US$10,000
Paid GrantFEEDING SOUTH FLORIDAASSISTANCE TO INDIGENT FAMILIESPCPEMBROKE PARK, FL, US$10,000
Paid GrantGOODMAN JFSDONATIONEOFDAVIE, FL, US$10,000
Paid GrantNOVA SOUTHEASTERN UNIVERSITYEXPERIENTIAL LEARNING PROGRAM FOR NSU UNDERGRATUE COMMUNICATION STUDENTSPCFORT LAUDERDALE, FL, US$10,000
Paid GrantJASON TAYLOR FOUNDATIONSPOKEN WORD POETRY PROGRAMPFWESTON, FL, US$7,500
Paid GrantOFFERDAHL'S HAND OFF FOUNDATION INCCREATING SUSTAINABLE HOUSING & EVENTUALLY HOME OWNERSHIP FOR VULNERABLE FAMILIESPFOAKLAND PARK, FL, US$6,500
Paid GrantFUNDING ARTS BROWARDPROVIDE GRANTS TO THE ART COMMUNITYPCFORT LAUDERDALE, FL, US$5,000
Paid GrantNEIGHBORS 4 NEIGHBORSADOPT A FAMILY PROGRAM - ASSISTANCE TO FAMILIES IN NEED DURING THE HOLDIAYSPCDORAL, FL, US$5,000
Paid GrantPALM BEACH STATE COLLEGE FOUNDATION INCDONATION TO NEXT GENERATION SCHOLARSHIP FUNDEOFPALM BEACH GARDENS, FL, US$5,000
Paid GrantART AND CULTURAL CENTER OF HOLLYWOODSUMMER ART PROGRAMEOFHOLLYWOOD, FL, US$3,500
Paid GrantTHE WINTERFEST FOUNDATION INCSTUDENT ART COMPETITIONEOFFORT LAUDERDALE, FL, US$2,500
Paid GrantEMERGE BROWARDTO HELP SUPPORT YOUTH LEADERSHIP AND DEVELOPMENTPCFORT LAUDERDALE, FL, US$2,500
Paid GrantLITTLE SMILES INCGIVE SUPPORT TO SICK CHILDRENPCPALM BEACH GARDENS, FL, US$2,000
Paid GrantBOGGY CREEK GANG INCHELP SUPPORT SICK CHILDRENPCEUSTIS, FL, US$1,000
Paid GrantJASON TAYLOR FOUNDATIONBLUE APPLE POETRY PROGRAM - MIDDLE AND HIGH SCHOOL SPOKEN WORD POETRY PROGRAMPFWESTON, FL, US$630
Filing and Contact Details

Filer

Filer Name
Bbx Capital Foundation Inc
EIN
65-0499150
Phone
9549405369
Address
401 E LAS OLAS BLVD NO 800, FORT LAUDERDALE, FL 33301

Signing Officer

Name
Alan Levan
Title
President
Phone
9549405369
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Morrison Brown Argiz & Farra LLC
Address
301 E LAS OLAS BLVD 4TH FLOOR, FORT LAUDERDALE, FL 33301
Preparer
Joseph Epstein
Phone
9547609000
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035894
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0252130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0294513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0154112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0166889
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt075873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1713770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2102953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt385587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-92872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-72303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt327009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-92872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-72303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt327009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt076816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1620898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt230650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3112596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS 25314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS 25314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS 47710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UBS 47710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-137223
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-127624
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01247364
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05473109
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04353369
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05473109
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0243587
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0243587
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0243587
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0245128
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01541
IRS990PF/DistributableAmountGrp/TotalTaxAmt01541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01960
IRS990PF/FMVAssetsEOYAmt05473109
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0723
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt075230
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt075230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04330892
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05397745
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05397745
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04353369
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05473109
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021754
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0134
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0134
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04353369
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05473109
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05473109
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04353369
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05473109
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04353369
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05473109
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04977225
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt057689
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04919536
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt074658
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0245128
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04902567
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04977225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALAN LEVAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JARETT LEVAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LOIS MARINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SETH WISE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0401 E LAS OLAS BLVD SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1401 E LAS OLAS BLVD SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2401 E LAS OLAS BLVD SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3401 E LAS OLAS BLVD SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FORT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FORT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FORT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0207879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0209420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0248458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0233500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0130875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0122250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0153250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.033796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.032805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04902567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04666451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04537433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03872448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03726523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03764898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0252130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.212010
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0250589
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0252130
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01541
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0252130
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,473,109
Liabilities
$0
Net assets
$5,473,109
Revenue
$166,889
Expenses
$294,513
Net income
-$127,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.64$0.67$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.44$0.44$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.24$0.32$0.08
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.50$0.61$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.05$0.28$0.23
2019Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.17$0.29$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.27$0.29$0.02
2014Summary only. Only limited summary data is available for this year.$3.78$0.00$0.03$0.03$0.00
2013Summary only. Only limited summary data is available for this year.$3.85$0.00$0.40$0.15$0.25
2012Summary only. Only limited summary data is available for this year.$2.99$0.00$0.14$0.05$0.09
2011Summary only. Only limited summary data is available for this year.$2.24$0.00$0.10$0.22$0.12