2026-02-11T09:15:46-06:00 2025-11-30 261550036 BERNSTEIN ROSEN & COMPANY CPAS PC 630 THIRD AVENUE SUITE 1502 NEW YORK NY 10017 990PF 2024-12-01 222601898 HERBERT AND ELLEN LEVITT FOUNDATION INC C/O HERB LEVITT HERB 5613024473 550 SE 5TH AVE 505S BOCA RATON FL 33432 HERBERT I LEVITT TRUSTEE 5613024473 2026-02-10 0 BERNSTEIN ROSEN COMPANY CPAS PC P01025069 2126129700 2024 2025-03-06 01:10:19Z X 872229 X X 4 4 10846 10846 33395 41059 33395 44245 44245 0 0 0 2195 0 2195 227 0 0 822 822 0 3244 822 2195 117750 117750 120994 822 119945 -76749 43423 117343 48258 48258 630436 622772 823971 747779 671030 872229 0 0 X 625000 625000 0 0 122779 46030 747779 671030 747779 671030 747779 -76749 0 671030 0 671030 OW LARGE CAP STRATEGIES P 2021-01-08 2025-09-22 10000 7664 2336 2336 CAPITAL GAINS DIVIDENDS P 31059 31059 31059 33395 604 0 604 0 604 0 0 0 0 0 11 615 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A HERBERT I LEVITT 5613024473 550 SE 5TH AVENUE BOCA RATON FL 33432 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HERBERT I LEVITT 550 SE 5TH AVENUE BOCA RATON FL 33432 TRUSTEE 5.00 0 0 0 ELLEN LEVITT 550 SE 5TH AVENUE BOCA RATON FL 33432 TRUSTEE 5.00 0 0 0 ALLYSON LEVITT 4301 N OCEAN BLVD BOCA RATON FL 33451 TRUSTEE 1.00 0 0 0 MARLO KARP 8500 MALLARDS POINT NAPLES FL 34114 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 827320 82801 0 910121 0 0 910121 13652 896469 44823 44823 604 604 44219 0 44219 0 44219 119945 0 119945 44219 0 0 39310 70304 85653 91946 73489 360702 119945 0 0 0 44219 75726 0 0 436428 0 0 0 0 0 0 39310 397118 70304 85653 91946 73489 75726 HERBERT I LEVITT X JESPY HOUSE 102 PROSPECT ST SOUTH ORANGE NJ 07079 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 250 NEW YORK PUBLIC LIBRARY 455 5TH AVE NEW YORK NY 10016 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 250 NORTON MUSEUM OF ART 1450 S DIXIE HWY WEST PALM BEACH FL 33401 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 300 WHITNEY MUSEUM FOUNDATION 99 GANSEVOORT ST NEW YORK NY 10014 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 350 ISRAEL LACROSSE 1501 BROADWAY 21ST FLOOR NEW YORK NY 10036 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 500 NATIONAL FOUNDATION FOR ECTODERMAL DYSPLASIAS 6 EXECUTIVE DR STE 2 FAIRVIEW HEIGHTS IL 62208 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 500 FAU FOUNDATION 777 GLADES ROAD BOCA RATON FL 33431 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 500 LITTLE SMILES INC 3569 91ST ST N STE 4 PALM BEACH GARDENS FL 33403 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 500 SOUTH FLORIDA PBS PO BOX 610002 MIAMI FL 33261 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 600 TRAVIS MILLS FOUNDATION 6417 CASTLE ISLAND ROAD MT VERNON ME 04352 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 1000 LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON VA 22201 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 1000 JEWISH FED OF SPB 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 1000 COVENANT HOUSE 460 WEST 41 STREET NEW YORK NY 10036 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 1000 UNITED WAY LA FIRE 515 S FIGUEROA ST SUITE 900 LOS ANGELES CA 90071 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 1000 US HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 1000 TUNNELS TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 3000 FRIENDSHIP CIRCLE 6892 WEST MAPLE RD WEST BLOOMFIELD MI 48322 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 4000 THE ARC OF ESSEX COUNTY 123 NAYLON AVENUE LIVINGSTON NJ 07039 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 5000 PRAGER UNIVERSITY FUND 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 5000 BOCA RATON COMMUNITY HOSPITAL FDN 800 MEADOWS RD BOCA RATON FL 33486 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 5000 FEDERATION FOR DEFENSE OF DEMOCRACY PO BOX 33249 WASHINGTON DC 20033 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 5000 STAND WITH US 165 E 56TH ST NEW YORK NY 10022 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 5000 BARUCH COLLEGE FUND ONE BERNARD BARUCH WAY BOX A1603 NEW YORK NY 10010 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 5000 THE CENTRAL FUND FOR ISRAEL 461 CENTRAL AVENUE CEDERHURST NY 11516 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 5000 STANFORD UNIVERSITY FOUNDATION PO BOX 20466 STANFORD CA 94309 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 10000 FRIENDS OF THE IDF PO BOX 4224 NEW YORK NY 10163 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 10000 JEWISH FEDERATION OF PALM BEACH COUNTY 1 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33409 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 10000 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 10000 NATIONAL CONFERENCE FOR ETHIOPIAN JEWRY 255 WEST 36TH ST SUITE 701 NEW YORK NY 10018 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 12000 JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA 1101 14TH STREET NW SUITE 1030 WASHINGTON DC 20005 NONE TAX EXEMPT TO CARRY OUT CHARITABLE ACTIVITIES 14000 117750 0 14 4 14 10846 18 33395 0 44245 0 44245 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2195 0 2195 OW FIXED INCOME FD FMV 152882 143588 OW CREDIT INCOME FD FMV 36433 30817 OW LARGE CAP STRATEGIES FD FMV 212434 288397 OW SMALL AND MIDCAP STRATEGIES FMV 90692 91891 OW ALL CAP CORE FD FMV 124821 156983 ENERGY FMV 5510 112295 INVESTMENT FEES 822 822 0 FEDERAL TAXES 227 0 0