2024-04-29T11:29:11-07:00 2023-12-31 201003412 George R Levie CPA PA 6586 W Atlantic Ave 1103 Delray Beach FL 33446 990PF 2023-01-01 208558523 Sally Goldman Foundation Inc SALL 9549808046 16089 Villa Vizcaya Place Delray Beach FL 33446 George R Levie President 9549808046 2024-02-22 George Levie XXX-XX-XXXX true George R Levie P00173888 9549808046 2024-04-29 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 2247542 X X 52604 50567 0 0 0 302 302 52906 50869 0 95000 95000 0 2625 2625 0 4134 4134 0 29959 29959 131718 131718 0 103580 103580 235298 131718 103580 -182392 0 0 178092 52475 52475 0 0 1599778 1736228 2112936 75000 75000 67690 0 247437 25239 14441 0 0 0 0 2100307 1888942 2247542 0 0 0 0 0 X 2100307 1888942 2100307 1888942 2100307 1888942 2100307 -182392 10064 1927979 39037 1888942 Various short term stock transactions per Merrill Lynch statement P 2023-01-01 2023-12-31 421804 0 431512 -9708 0 0 0 -9708 Various long term stock transactions per Merrill Lynch statement P 2022-06-01 2023-12-31 728494 0 738528 -10034 0 0 0 -10034 Capital gain distributions P 2022-06-01 2023-12-31 1491 0 0 1491 0 0 0 1491 Unrecaptured Sec 1250 gains P 2022-06-01 2023-12-31 366 0 0 366 0 0 0 366 -17885 -9708 0 0 0 0 0 0 0 false false false false false false false true true FL true false false false false true N/A George R Levie 9549808046 16089 Villa Vizcaya Pl Delray Beach FL 33446 false false false false false false false false false false false false false false false false false false false false false false George R Levie 16089 Villa Vizcaya Place Delray Beach FL 33446 President 3.00 50000 0 0 George R Levie CPA PA 6586 W Atlantic Ave 1103 Delray Beach FL 33446 Trustee 1.00 15000 0 0 Elliot P Borkson 1313 S Andrews Avenue Fort Lauderdale FL 33316 Trustee 0.50 15000 0 0 Phyllis Greenfeder 1919 Mystic Pointe Drive 506 Miami FL 33180 Trustee 0.50 15000 0 0 NONE 0 NONE 0 2035363 100000 0 2135363 0 2135363 32030 2103333 105167 105167 0 0 105167 105167 105167 103580 103580 105167 0 0 0 4459 852 5311 103580 0 103580 0 5311 0 0 0 1587 0 5311 0 0 4459 852 0 NA NA X Broward Partnership for the Homeless 420 NW 7 Avenue Fort Lauderdale FL 33301 na Homeless assistance 20135 Broward Performing Arts Foundation 300 S Andrews Avenue Fort Lauderdale FL 33301 na Promotes the Arts 10300 Boca Raton Regional Hospital Foundation 800 Meadows Road Boca Raton FL 33486 na Medical assistance 5000 No Kid Hungry 1030 15th St NW Washington DC 20005 na feed the hungry 1515 PBS of South Fl PO Box 610002 Miami FL 33261 na public broadcasting 450 Temple Sinai Wilson St Toronto CA 33567 na Jewish assistance 241 Weitzman Institute 633 3rd Ave New York NY 10017 na medicalresearch 3600 World Central Kitchen 1342 Florida Avenue NW Washington DC 20009 na feed the hungry 1570 FLA Wildlife Federation PO Box 6870 Tallahassee FL 32314 na support wildlife 516 The Trevor Project PO BOx 69232 West Hollywood CA 90069 na Support gay rights 267 UF Health PO Box 100386 Gainesville FL 32610 na childhood illness 535 World Jewish Congress PO Box 2003 Merrifield VA 22116 na Teen hotline 1035 Sonoran Prevention works PO Box 23718 Tempe AZ 85282 na Prevent drug overdose 3000 Women in Distress PO Box 50187 Lighthouse Point FL 33074 na Women in Distress 7000 Heartbeats for Patches 10301 103rd Ct Miami FL 33176 na children in hospitals 5124 Harvest Drive 13762 W State Road 84 Davie FL 33325 na assist needy children 2000 Friends of the IDF online PO ox NY 10163 na support Israel troops 3600 Friends of the Miami Book Fair 300 NE 2nd Ave 7th Fl Miami FL 33132 na Support the artsMiami Dade College Foundation 2250 Holocaust Documentation and Education Center 303 N Federal Highway Dania Beach FL 33004 na Holocaust education 3500 Israel Heart 2 Heart 1302 E Las Olas Blvd Ft Lauderdale FL 33301 na Help Israel Wounded 5000 Jason Taylor Foundation 10380 W State Rd 84 Davie FL 33325 na Help underprivelaged Children 3811 Sarcoma Foundation of America 9899 Main St Ste 204 Damascus MD 20872 na sarcoma research 1500 Skatebud Program 6928 Mills road Winter Park FL 32792 na skateboards for underprivelaged 1500 The Salvation Army 405 Kirk Rd Lake Worth Beach FL 33461 na help recovering alcoholics 515 Jewish Federation of South Fl 5890 S Pine Island Davie FL 33328 n Jewish agency for needy 2918 Jewish Family Services of Broward 5890 S Pine Island D 210 Davie FL 33328 na Provide servicesto needy 2500 Israel Tennis Centers Foundation 3275 W Hillsboro Blvd Deerfield Beach FL 33442 na Tennis centers for underprivelaged 5598 American Friends of Magen David Olom 20 W 36th Street Suie 1100 New York NY 10018 na Israel Rescue Services 1000 Blur Waters Dog Rescue 509 SW 2nd Ave Pompano Beach FL 33329 na dog rescue 300 Broward Health Foundation 1401 S Federal Highway Fort Lauderdale FL 33301 na hospital foundation 3300 Adolph & Rose Levis JCC 21050 95th Ave S Boca Raton FL 33428 na provides programs for all ages 4000 103580 900001 52604 52604 52604 false false false false false false false false false false George R Levie, CPA, P.A. Tax Preparation 2625 2625 Merrill Lynch acct 07914 75000 67690 Merrill Lynch acct 07914 1736228 2112936 Merrill Lynch acct 07914 Mutual funds 25239 14441 Disbursements made in 2022 cleared in 2023 19295 Capital Losses Realized 19742 Annual Report 61 61 Investment Advisory Fees 29821 29821 Tax software 77 77 Postage Class Action settlements 302 302 Nondividend distributions 6797 Disbursements made in 2023 but not cleared 3267 Payroll Taxes 3825 3825 Foreign Taxes 309 309