TRAGER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TRAGER FAMILY FOUNDATION INC (EIN 27-0184541)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-03-15
- IRS object ID
- 202140749349100109
- Schema version
- 2019v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-15T09:36:02-05:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592701990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHORSTEIN & SHORSTEIN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8265 BAYBERRY ROAD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270184541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAGER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAG | BusinessNameControlTxt |
| Phone | 9042960100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 BELFORT ROAD BLDG 100 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON M TRAGER | PersonNm |
| Person Title | VP, SEC, TREAS. | PersonTitleTxt |
| Phone | 9042960100 | PhoneNum |
| Signature | 2021-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET R CONOVER | PreparerPersonNm |
| PTIN | P00702532 | PTIN |
| Phone | 9047391311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $550,601 | 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 | $459,745 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,083 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,083 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $461,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $335,863 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $469,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,962 | 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 |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $470,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $470,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $472,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $470,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $343,889 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,702 | CashBOYAmt |
| Cash EOY | $22,211 | CashEOYAmt |
| Cash EOYFMV | $22,211 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $445,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $527,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $527,690 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $700 | OtherAssetsBOYAmt |
| Other Assets EOY | $700 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $700 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $553,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $550,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $550,601 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $553,273 | RetainedEarningBOYAmt |
| Retained Earning EOY | $550,601 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $553,273 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $550,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $553,273 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $550,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $553,273 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $550,601 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $550,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $461,870 | GrossSalesPriceAmt |
| Cost Or Other Basis | $126,007 | CostOrOtherBasisAmt |
| Gain Or Loss | $335,863 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $335,863 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $335,863 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $282,695 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $600,007 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.471153 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $250,361 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $520,330 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.481158 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $131,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $332,896 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.393516 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $213,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $258,570 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.823761 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $187,782 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $142,804 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.314963 | DistributionYr5Rt |
| Total Distribution | 3.484551 | TotalDistributionRt |
| Average Distribution | 0.696910 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $559,677 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $390,044 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,439 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $393,483 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $470,070 | 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 | $3,439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,743 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,943 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,504 | OverpaymentAmt |
| Applied To ES Tax | $3,504 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JASON TRAGER | IndividualWithBooksNm |
| Phone | 9042960100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 BELFORT ROAD BLDG 100 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN S TRAGER | ||||||||
| 9273 RIVER SHORES LN | JACKSONVILLE | FL | 32257 | PRESIDENT/DIR | 0.00 | $0 | $0 | $0 |
| JASON M TRAGER | ||||||||
| 123 1ST ST S 302 | JACKSONVILLE BEACH | FL | 32250 | VP, SEC, TREAS. | 0.00 | $0 | $0 | $0 |
| DAVID S TRAGER | ||||||||
| 123 1ST ST S 602 | JACKSONVILLE | FL | 32250 | VP, DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $568,200 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $568,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $568,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $559,677 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,439 | TotalTaxAmt |
| Distributable Before Adj | $24,545 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,545 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $470,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $470,070 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,439 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $466,631 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $182,078 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $203,214 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,805 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $226,422 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $254,598 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $984,117 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $470,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $445,525 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,429,642 | 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 | $182,078 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,247,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $203,214 | ExcessFromYear4Amt |
| Excess From Year3 | $117,805 | ExcessFromYear3Amt |
| Excess From Year2 | $226,422 | ExcessFromYear2Amt |
| Excess From Year1 | $254,598 | ExcessFromYear1Amt |
| Excess From Current Year | $445,525 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN S TRAGER | ContributingManagerNm |
| Contributing Manager | DAVID S TRAGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF PHILADELPHIA FDN | |||||||
| 34TH ST CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | CHILD SAFETY | $7,500 |
| COMMUNITY HOSPICE FOUNDATION | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | N/A | PC | PATIENT AND FAMILY SUPPORT FOR END-OF-LIFE | $2,500 |
| JACKSONVILLE JEWISH CENTER | |||||||
| 3662 CROWN POINT RD | JACKSONVILLE | FL | 32257 | N/A | PC | EDUCATION | $70,000 |
| JEWISH FAMILY & COMMUNITY SERVICES | |||||||
| 8540 BAYCENTER ROAD | JACKSONVILLE | FL | 32256 | N/A | PC | COMMUNITY SERVICES | $9,300 |
| JEWISH FEDERATION OF JACKSONVILLE | |||||||
| 8505 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | N/A | PC | JEWISH SUPPORT | $150,000 |
| MALIVAI WASHINGTON YOUTH FOUNDATION | |||||||
| 1096 W 6TH ST | JACKSONVILLE | FL | 32209 | N/A | PC | CHILDREN'S OUTREACH PROGRAMS | $10,000 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | N/A | PC | HEALTH RESEARCH | $25,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 6196 LAKE GRAY BLVD STE 105 | JACKSONVILLE | FL | 32244 | N/A | PC | RESEARCH AND SUPPORT OF FAMILIES LIVING WITH MUSCULAR DYSTROPHY AND RELATED DISEASES | $750 |
| OREN MARGOL FOUNDATION INC | |||||||
| 8777 SAN JOSE BLVD SUITE 901 | JACKSONVILLE | FL | 32217 | N/A | PC | BRAIN TUMOR RESEARCH | $10,000 |
| RAMAH DAROM | |||||||
| 6400 POWERS FERRY RD NW STE 215 | ATLANTA | GA | 30339 | N/A | PC | OFFER EXPERIENCES IN JEWISH LIVING AND EDUCATION | $10,000 |
| RIVER GARDEN FOUNDATION | |||||||
| 11401 OLD ST AUGUSTINE RD | JACKSONVILLE | FL | 32258 | N/A | PC | ELDER CARE SERVICES | $50,000 |
| TOM COUGHLIN JAY FUND | |||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 32240 | N/A | PC | FAMILY SUPPORT FOR CHILDREN WITH CANCER | $15,000 |
| WOLFSON CHILDREN'S HOSPITAL | |||||||
| 841 PRUDENTIAL DR STE 1300 | JACKSONVILLE | FL | 32207 | N/A | PC | CARE OF SICK AND INJURED CHILDREN | $10,000 |
| CASA FAMILIA | |||||||
| 1550 DOUGLAS ROAD SUITE 280 | CORAL GABLES | FL | 33134 | N/A | PC | DEVELOPMENT OF AFFORDABLE HOUSING FOR ADULTS WITH INTELLECTUAL DISABILITIES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $470,050 | 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 | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,083 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,226 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ALAN S TRAGER | ||||||
| 1 | 9273 RIVER SHORES LN | JACKSONVILLE | FL | 32257 | $151,575 | Yes (X) |
| BRENT AND ALISON TRAGER | ||||||
| 2 | 11662 THORNAPPLE DR | JACKSONVILLE | FL | 32223 | $151,281 | Yes (X) |
| MITCHELL AND BETH TRAGER | ||||||
| 3 | 1771 BEACH AVENUE | ATLANTIC BEACH | FL | 322335838 | $156,889 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (23 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 63 SHARES APPLE INC | $17,571 | 2019-12-16 |
| 1 | 181 SHARES CBOE GLOBAL MARKETS INC | $20,980 | 2019-12-16 |
| 1 | 39 SHARES DOLLAR GENERAL CORP | $6,000 | 2019-12-16 |
| 1 | 79 SHARES MASTERCARD INC | $23,555 | 2019-12-16 |
| 1 | 42 SHARES MICROSOFT CORP | $6,525 | 2019-12-16 |
| 1 | 44 SHARES MONSTER BEVERAGE CORP | $2,746 | 2019-12-16 |
| 1 | 219 SHARES S&P GLOBAL INC | $59,704 | 2019-12-16 |
| 1 | 238 SHARES TJX COMPANIES INC | $14,494 | 2019-12-16 |
| 2 | 50 SHARES ADOBE INC | $14,929 | 2019-11-19 |
| 2 | 40 SHARES AMAZON.COM INC | $70,074 | 2019-11-19 |
| 2 | 140 SHARES CADENCE DESIGN SYSTEMS INC | $9,519 | 2019-11-19 |
| 2 | 60 SHARES EDWARDS LIFESCIENCES CORP | $14,696 | 2019-11-19 |
| 2 | 30 SHARES INTUITIVE SURGICAL INC | $17,215 | 2019-11-19 |
| 2 | 30 SHARES KLA CORP | $5,273 | 2019-11-19 |
| 2 | 57 SHARES NETFLIX INC | $17,220 | 2019-11-19 |
| 2 | 10 SHARES ZEBRA TECHNOLOGIES INC | $2,355 | 2019-11-19 |
| 3 | 4,000 SHARES BANK OF AMERICA CORP | $106,600 | 2019-08-28 |
| 3 | 1 SHARE AMAZON.COM INC | $1,775 | 2019-12-04 |
| 3 | 31 SHARES BROADCOM INC | $9,587 | 2019-12-04 |
| 3 | 30 SHARES KEURIG DR PEPPER INC | $903 | 2019-12-04 |
| 3 | 70 SHARES NETFLIX INC | $21,410 | 2019-12-04 |
| 3 | 35 SHARES NVIDIA CORP | $7,354 | 2019-12-04 |
| 3 | 51 SHARES VISA INC | $9,260 | 2019-12-04 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $700 | BOYBookValueAmt |
| EOY Book Value | $700 | EOYBookValueAmt |
| EOYFMV | $700 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $32 | $32 | $0 |
| STATE ANNUAL FILING FEE | $61 | $41 | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments