TRAGER FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TRAGER FAMILY FOUNDATION INC (EIN 27-0184541)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2020-03-09
- IRS object ID
- 202020699349100012
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-09T14:33:14-07:00 | ReturnTs |
| Tax Period End | 2019-04-30 | 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 Rd | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | 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 |
| Signature | 2020-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | 2018 | 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 | $553,273 | 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 | $142,665 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,617 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,617 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,426 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,155 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $151,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,857 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $75 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $75 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $97 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $282,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $282,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $284,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$132,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,130 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $261,424 | CashBOYAmt |
| Cash EOY | $106,702 | CashEOYAmt |
| Cash EOYFMV | $106,702 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $424,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $445,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $445,871 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets EOY | $700 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $700 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $686,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $553,273 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $553,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $686,167 | RetainedEarningBOYAmt |
| Retained Earning EOY | $553,273 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $686,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $553,273 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $686,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $553,273 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $686,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$132,894 | ExcessRevenueOverExpensesAmt |
| Subtotal | $553,273 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $553,273 | 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 | $111,426 | GrossSalesPriceAmt |
| Cost Or Other Basis | $25,271 | CostOrOtherBasisAmt |
| Gain Or Loss | $86,155 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $86,155 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,155 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $86,155 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $250,361 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $520,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.48116 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $332,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.39352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $213,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $258,570 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.82376 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $187,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $142,804 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.31496 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,480 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $123,023 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.95494 | DistributionYr5Rt |
| Total Distribution | 3.968341 | TotalDistributionRt |
| Average Distribution | 0.793668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $600,007 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $476,206 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $951 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $477,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,695 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,903 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,903 | SubtotalAmt |
| Tax Based On Investment Income | $1,903 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,646 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,646 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,743 | OverpaymentAmt |
| Applied To ES Tax | $2,743 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON TRAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| ALAN S TRAGER | ||||||
| 9273 RIVER SHORES LN | JACKSONVILLE | FL | 32257 | President/Dir | 0.00 | $0 |
| JASON M TRAGER | ||||||
| 123 1st st s 302 | jacksonville beach | FL | 32250 | VP, SEC, TREAS. | 0.00 | $0 |
| DAVID S TRAGER | ||||||
| 123 1st st s 602 | JACKSONVILLE | FL | 32250 | VP, Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $609,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $609,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $609,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $600,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,903 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,903 | TotalTaxAmt |
| Distributable Before Adj | $28,097 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,097 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,097 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,695 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $282,695 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $282,695 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,097 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $111,329 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $182,078 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $203,214 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $117,805 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $226,422 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $840,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $282,695 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $254,598 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,095,446 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $111,329 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $984,117 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $182,078 | ExcessFromYear4Amt |
| Excess From Year3 | $203,214 | ExcessFromYear3Amt |
| Excess From Year2 | $117,805 | ExcessFromYear2Amt |
| Excess From Year1 | $226,422 | ExcessFromYear1Amt |
| Excess From Current Year | $254,598 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH FAMILY COMMUNITY SERVICES | |||||||
| 6261 DUPONT STATION COURT EAST | JACKSONVILLE | FL | 32217 | N/A | PC | COMMUNITY SERVICES | $9,300 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| 34TH ST CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | CHILD SAFETY | $7,500 |
| JACKSONVILLE JEWISH CENTER | |||||||
| 3662 CROWN POINT RD | JACKSONVILLE | FL | 32257 | N/A | PC | EDUCATION | $71,800 |
| WOLFSON CHILDREN'S HOSPITAL | |||||||
| 841 PRUDENTIAL DR STE 1300 | JACKSONVILLE | FL | 32207 | N/A | PC | CARE OF SICK AND INJURED CHILDREN | $10,000 |
| JEWISH FEDERATION OF JACKSONVILLE | |||||||
| 8505 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | N/A | PC | JEWISH SUPPORT | $22,000 |
| RIVER GARDEN FOUNDATION | |||||||
| 11401 OLD ST AUGUSTINE RD | JACKSONVILLE | FL | 32258 | N/A | PC | ELDER CARE SERVICES | $50,000 |
| JEWISH COMMUNITY ALLIANCE | |||||||
| 8505 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | N/A | PC | COMMUNITY SERVICE | $36,000 |
| TOM COUGHLIN JAY FUND | |||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 32240 | N/A | PC | FAMILY SUPPORT FOR CHILDREN WITH CANCER | $15,000 |
| MALIVAI WASHINGTON KIDS 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 |
| community hospice foundation | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | N/A | PC | patient and family support for end-of-life | $4,000 |
| RAMAH DAROM | |||||||
| 6400 POWERS FERRY RD NW STE 215 | ATLANTA | GA | 30339 | N/A | PC | OFFER EXPERIENCES IN JEWISH LIVING AND EDUCATION | $10,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 6196 LAKE GRAY BLVD STE 106 | JACKSONVILLE | FL | 32244 | N/A | PC | RESEARCH AND SUPPORT OF FAMILIES LIVING WITH MUSCULAR DYSTROPHY AND RELATED DISEASES | $1,000 |
| OREN MARGOL FOUNDATION INC | |||||||
| 8777 San Jose Blvd Suite 901 | Jacksonville | FL | 32217 | N/A | PC | Brain tumor research | $10,000 |
| Gabriel House of Care | |||||||
| 4599 Worrall Way | Jacksonville | FL | 32224 | N/A | PC | Provide support to patients and families seeking like-saving medical care | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $282,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,617 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,085 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,463 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ALAN S TRAGER | |||||||
| 1 | 9273 RIVER SHORES LN | JACKSONVILLE | FL | 32257 | $112,665 | Yes (X) | |
| DAVID S TRAGER | |||||||
| 2 | 123 1st St S 602 | Jacksonville Beach | FL | 32250 | $10,000 | Yes (X) | |
| MITCHELL AND BETH TRAGER | |||||||
| 3 | 1771 BEACH AVENUE | ATLANTIC BEACH | FL | 322335838 | $10,000 | Yes (X) | |
| Brandon and Lauren Trager | |||||||
| 4 | 9460 Wexford Rd | Jacksonville | FL | 32257 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 21 shares Alphabet, Inc. $ 22,403.8584 shares Lockheed Martin 24,623.7630 shares Alphabet, Inc. 32,3 | NoncashPropertyDesc |
| Fair Market Value | $112,665 | FairMarketValueAmt |
| Received | 2018-12-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $650 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Annual Report | CategoryTxt |
| Legal Fees | $75 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| 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 | $36 | $36 | |
| State Annual Filing Fee | $61 | $41 | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $600 | Amt |
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