2026-04-06T13:17:08-07:00 2025-12-31 201003412 George R Levie CPA PA 6586 W Atlantic Ave 1103 Delray Beach FL 33446 990PF 2025-01-01 208558523 Sally Goldman Foundation Inc SALL 9549808046 16089 Villa Vizcaya Place Delray Beach FL 33446 George R Levie President 9549808046 2026-03-25 George R Levie P00173888 9549808046 2026-04-06 2025 2025-03-06 01:10:19Z X 4046307 X X 67289 67289 317704 2446250 317704 5647 0 196 196 385189 385189 5647 118251 118251 0 2700 2700 0 4040 4040 0 46640 46640 171631 171631 0 165828 165976 337459 171631 165976 47730 213558 5647 115179 129377 129377 0 0 1737994 3088828 3852990 75000 75000 63940 0 0 0 0 0 0 1928173 3293205 4046307 0 0 0 0 0 X 1928173 3293205 1928173 3293205 1928173 3293205 1928173 47730 1324995 3300898 7693 3293205 Various sales of securities reported to IRS P 2024-12-31 2025-12-31 1688600 0 1382468 306132 0 0 0 306132 Various sales of securities not reported to IRS P 2024-12-31 2025-12-31 883 0 1095 -212 0 0 0 -212 Various sales of securities reported to IRS P 2025-01-01 2025-12-31 750630 0 744983 5647 0 0 0 5647 Capital gain distributions P 2024-12-31 2025-12-31 2716 0 0 2716 0 0 0 2716 Unrecaptued Sec 1250 Gain P 2024-12-31 2025-12-31 1166 0 0 1166 0 0 0 1166 Sec 897 Capital gain P 2024-12-31 2025-12-31 2255 0 0 2255 0 0 0 2255 317704 5647 2968 0 2968 0 2968 1864 1864 1864 1104 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 51250 0 0 George R Levie CPA PA 6586 W Atlantic Ave 1103 Delray Beach FL 33446 Trustee 1.00 34067 0 0 Elliot P Borkson 1313 S Andrews Avenue Fort Lauderdale FL 33316 Trustee 0.50 16467 0 0 Phyllis Greenfeder 1919 Mystic Pointe Drive 506 Miami FL 33180 Trustee 0.50 16467 0 0 NONE 0 NONE 0 3332936 75000 0 3407936 0 3407936 51119 3356817 167841 167841 2968 2968 164873 164873 164873 165976 165976 164873 11256 0 0 0 0 0 0 165976 11256 0 154720 0 0 0 0 0 10153 0 0 0 0 0 0 0 NA NA X Broward Partnership for the Homeless 420 NW 7 Avenue Fort Lauderdale FL 33301 PC Homeless assistance 15784 Broward Performing Arts Foundation 300 S Andrews Avenue Fort Lauderdale FL 33301 PC Promotes the Arts 5150 Boca Raton Regional Hospital Foundation 800 Meadows Road Boca Raton FL 33486 PC Medical assistance 5000 No Kid Hungry 1030 15th St NW Washington DC 20005 PC feed the hungry 2575 PBS of South Fl PO Box 610002 Miami FL 33261 PC public broadcasting 2980 Weitzman Institute 633 3rd Ave New York NY 10017 PC medicalresearch 10000 The Trevor Project PO BOx 69232 West Hollywood CA 90069 PC Support gay rights 1551 World Jewish Congress PO Box 2003 Merrifield VA 22116 PC Teen hotline 1566 Women in Distress PO Box 50187 Lighthouse Point FL 33074 PC Women in Distress 7500 Heartbeats for Patches 10301 103rd Ct Miami FL 33176 PC children in hospitals 5271 Harvest Drive 13762 W State Road 84 Davie FL 33325 PC assist needy children 1500 Sarcoma Foundation of America 9899 Main St Ste 204 Damascus MD 20872 PC sarcoma research 525 The Salvation Army 405 Kirk Rd Lake Worth Beach FL 33461 PC help recovering alcoholics 2500 Israel Tennis Centers Foundation 3275 W Hillsboro Blvd Deerfield Beach FL 33442 PC Tennis centers for underprivelaged 5750 Broward Health Foundation 1401 S Federal Highway Fort Lauderdale FL 33301 PC hospital foundation 5150 American Friends of Magen David 20 W 36 Street Ste 1100 New York NY 10018 PC victims of terror 2545 Alzheimer's Disease Research 225 W Michigan Ave Chicago IL 60601 PC Alzheimers research 7866 B the Difference 2325 NW 102 Place Doral FL 33172 PC Disease research 5000 Boca Raton Jewish Film Festival 9901 Donna Klein Blvd Boca Raton FL 33428 PC Support Jewish arts 5357 CMNH Dance Marathon Univ of Fl Gainesville FL 32601 PC Support UF hospital 1445 Footlighters Foundation 19101 Mystic Pointe Dr 506 Aventura FL 33180 PF Organ transplant 1000 Friends of the Earth Box 7010 Merrifield VA 22116 PC Environmental awareness 516 Gilda's Club of So FL 4850 W Prospect Rd Fort Lauderdale FL 33309 PC Cancer research 2568 Leukemia & Lynphoma Society 2859 Paces Ferry Road Atlanta GA 30339 PC Cancer research 1040 Make a Wish Foundation 1 Herald Plaza Miami FL 33131 PC Help children 1864 UF Hillel 800 8th St NW Washington DC 20001 PC Jewish Youth 5150 Stand with Us Box 341069 Los Angeles CA 90034 PC fight anti semitism 1037 Alaska Sea Lifeorg 301 Railway Ave Seward AZ 99664 PC preserve sea life 1363 ALS Association 1300 Wilson Blvd STe 600 Arlington VA 22209 PC Research ALS disease 2674 AICPA Foundation 220 Leight Farm Road Durham NC 27707 PC Scholarships 500 Addison Reserve Foundation 7201 Addison Reserve Blvd Delray Beach FL 33446 PF support local charities 5563 American Technion Society 55 E 59 Street New York NY 10022 PC Sucpport Technion Univ 1230 American Cancer Society 250 Williams St NW Atlanta GA 30303 PC cancer research 2638 Amnesty USA 311 W 43rd St 7th Fl New York NY 10036 PC Support refugees 515 Anti Defamation League 650 3rd Ave New York NY 10158 PC Fight anti-semitism 5195 Birthright Israel Foundation PO Box 21615 New York NY 10087 PC Scholarships to Israel 2500 Dan Marino Foundation 3100 Ray Ferro Jr Blvd 5th FL fFort Lauderdale FL 33314 PC Autism research 2583 Environmental Defense Fund 257 Park Avenue New York NY 10010 PC Protect environment 2084 Food and Water Watch 1616 P street NW Washington DC 20036 PC Clean water support 1050 International Fund for Animal Welfare 290 Summer St Yarmouth Port MA 02675 PC Protect animals 1057 Jafco Children's Foundation 4200 N University Drive Sunrise FL 33351 PC Adoption protection 1000 Jason Taylor Foundation 11575 North Park Drive Weston FL 33326 PC Reading room for underprivelaged kids 1500 Jewish National Fund 42 E 69th St New York NY 10021 PC support Jewishcauses 2575 Katz Yeshiva High School of So FL 20900 Ruth and Baron Coleman Blvd Boca Raton FL 33428 PC suppoty Jewish causes 2000 Macular Degeneration Assoc 22512 Gateway Center Drive Clarksburg MD 20871 PC research into Macular Degeneration 2060 Mothers Against Drunk Drivers 511 E John Carpenter Freeway Irving TX 75062 PC Fignt drunk driving 2500 National Geographic Society 1145 17th Street NW Washington DC 20036 PC support wildlife 258 National Jewish Health 1400 Jackson ST Denver CO 80206 PC Health awareness 1030 Nature Conservancy 4245 N Fairfax Dr Suite 100 Arlington VA 22203 PC Protect species 2030 One Family Fund 1029 Teaneck Rd Suite 3B Teaneck NJ 07666 PC Support terror victims in Israel 1854 Operation Smile 3641 Faculty Blvd Virginia Beach VA 23453 PC Children teeth support 1057 PAP Corp 1191 E Newport Center Dr Ste 107 Deerfield Beach FL 33442 PC cancer support 100 Parkinson Foundation 5757 Waterford District Dr Ste 310 Miami FL 33126 PC Parkinson diseaseresearch 1000 Project Hope 1101 Connecticut Ave NW Suite 500 Washington DC 20036 PC support underprivelaged 528 Prostate Cancer Foundation 1250 Fourth Street Santa Monica CA 90401 PC fight prostate cancer 3500 UNHCR Case Postale CH-1211 SZ PC Support refugees 2575 World Cental Kitchen 200 Massachusetts Ave NW 7th Fl Washington DC 20001 PC Meals for disaster victims 2089 World Wildlife Fund 1250 24th Street NW Washington DC 20037 PC support wildlife 1030 165828 900001 67289 Class action Settlements 999999 274 67563 67563 false false false false false false false false false false George R Levie, CPA, P.A. Tax Preparation 2700 Merrill Lynch acct 07914 75000 63940 Merrill Lynch accts 2199 2192 2196 2229 3088828 3852990 Disbursements made in 2024 cleared in 2025 3863 2024 federal income taxes 1966 2025 federal estimated income taxes 1864 Annual Report 61 61 Investment Advisory Fees 46492 46492 Tax software 87 87 Class Action settlements 196 196 Nondividend distributions 2049 Disbursements made in 2025 but not cleared 3358 Transfers from Harvey Farr Trust account 1319512 Tax refund from 2024 76 Payroll Taxes 3921 3921 Foreign Taxes 119 119