TRAGER FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TRAGER FAMILY FOUNDATION INC (EIN 27-0184541)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2019-02-08
- IRS object ID
- 201910399349100201
- Schema version
- 2017v2.2
- 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 | 2019-02-08T06:45:23-08:00 | ReturnTs |
| Tax Period End | 2018-04-30 | 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 | 2017-05-01 | 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 | 2019-02-06 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $686,167 | 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 | $409,355 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,015 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,015 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,768 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $413,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,921 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $61 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $61 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $254,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $159,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,909 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,797 | CashBOYAmt |
| Cash EOY | $261,424 | CashEOYAmt |
| Cash EOYFMV | $261,424 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $396,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $424,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $424,743 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $527,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $686,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $686,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $527,071 | RetainedEarningBOYAmt |
| Retained Earning EOY | $686,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $527,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $686,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $527,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $686,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $527,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $159,096 | ExcessRevenueOverExpensesAmt |
| Subtotal | $686,167 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $686,167 | 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 | $124,316 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,548 | CostOrOtherBasisAmt |
| Gain Or Loss | $99,768 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $99,768 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,768 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $332,896 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.39352 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $213,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $258,570 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.82376 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $187,782 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $142,804 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.31496 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,480 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $123,023 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.95494 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,788 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $107,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.79983 | DistributionYr5Rt |
| Total Distribution | 4.287011 | TotalDistributionRt |
| Average Distribution | 0.857402 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $520,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $446,132 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,039 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $447,171 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $250,361 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,078 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,078 | SubtotalAmt |
| Tax Based On Investment Income | $2,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,624 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,224 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,146 | OverpaymentAmt |
| Applied To ES Tax | $2,146 | 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 |
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 | $528,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $528,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $528,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $520,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,078 | TotalTaxAmt |
| Distributable Before Adj | $23,939 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,939 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,361 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $250,361 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $250,361 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,939 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $80,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,329 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $182,078 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $203,214 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,805 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $694,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,361 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $226,422 | RemainingDistriFromCorpusAmt |
| Total Corpus | $921,273 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $80,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $840,848 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,329 | ExcessFromYear4Amt |
| Excess From Year3 | $182,078 | ExcessFromYear3Amt |
| Excess From Year2 | $203,214 | ExcessFromYear2Amt |
| Excess From Year1 | $117,805 | ExcessFromYear1Amt |
| Excess From Current Year | $226,422 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN 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 |
|---|---|---|---|---|---|---|---|
| JEWISH FAMILY COMMUNITY SERVICES | |||||||
| 6261 DUPONT STATION COURT EAST | JACKSONVILLE | FL | 32217 | N/A | PC | COMMUNITY SERVICES | $60,000 |
| 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 | $26,800 |
| 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 | $20,000 |
| 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 | $11,000 |
| TOM COUGHLIN JAY FUND | |||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 32240 | N/A | PC | FAMILY SUPPORT FOR CHILDREN WITH CANCER | $10,000 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | N/A | PC | HEALTH RESEARCH | $25,000 |
| UNIVERSITY OF FLORIDA - HILLEL | |||||||
| 2020 W UNIVERSITY AVENUE | GAINESVILLE | FL | 32603 | N/A | PC | JEWISH STUDIES | $5,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,015 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$39 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,114 | 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 | $124,355 | Yes (X) | |
| BRENT AND ALISON TRAGER | |||||||
| 2 | 11662 THORNAPPLE DR | JACKSONVILLE | FL | 32223 | $250,000 | Yes (X) | |
| JEFFREY M AND SHERI T WEISS | |||||||
| 3 | 488 E KESLEY LANE | SAINT JOHNS | FL | 32259 | $15,000 | Yes (X) | |
| MITCHELL AND BETH TRAGER | |||||||
| 4 | 1771 BEACH AVENUE | ATLANTIC BEACH | FL | 322335838 | $20,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 19 shares Northrop Grumman Corp $ 5,860.74109 shares Home Depot Inc. 20,236.94872 shares Visa Inc. 9 | NoncashPropertyDesc |
| Fair Market Value | $124,355 | FairMarketValueAmt |
| Received | 2017-12-19 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Annual Report | CategoryTxt |
| Legal Fees | $61 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,000 | Amt |
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