J & S ANSBACHER FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- J & S ANSBACHER FAMILY FOUNDATION INC (EIN 59-2610694)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-06-29
- IRS object ID
- 201701809349100415
- Schema version
- 2015v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-29T16:36:32-04:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593148247 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTNOY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9283 SAN JOSE BOULEVARD STE 101 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592610694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J&S ANSBACHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | J&SA | BusinessNameControlTxt |
| Phone | 9047331202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3733 UNIVERSITY BLVD W SUITE 115A | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA HELMING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9047331202 | PhoneNum |
| Signature | 2017-06-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY R PORTNOY CPA | PreparerPersonNm |
| PTIN | P00184876 | PTIN |
| Phone | 9047318005 | PhoneNum |
| Preparation | 2017-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,475,014 | 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 | $1,617,839 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $53,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,735 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $53,735 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,834 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $276 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $276 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,699,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,590 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $54,032 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,887 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,674 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,096 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,630,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54,032 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,526 | CashBOYAmt |
| Cash EOY | $14,496 | CashEOYAmt |
| Cash EOYFMV | $14,496 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,808 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,649 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $700 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $700 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $810,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,490,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,502,318 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $940,851 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $940,851 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $832,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,463,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,475,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $832,589 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,463,114 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $832,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,463,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $832,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,463,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $832,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,630,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,463,114 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,463,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,834 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $832,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,028 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $583,384 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068613 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $571,423 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038807 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,390 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $515,081 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020172 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $566,593 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058861 | DistributionYr5Rt |
| Total Distribution | 0.255515 | TotalDistributionRt |
| Average Distribution | 0.051103 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,108,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,642 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $886 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,528 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,550 | 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 | $886 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $886 | SubtotalAmt |
| Tax Based On Investment Income | $886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $190 | TaxDueAmt |
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 |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA HELMING | IndividualWithBooksNm |
| Phone | 9047331202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3733 UNIVERSITY BOULEVARD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32217 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| DONNA HELMING | ||||||||
| 3733 UNIVERSITY BOULEVARD | JACKSONVILLE | FL | 32217 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| BRIAN ANSBACHER | ||||||||
| 3733 UNIVERSITY BOULEVARD | JACKSONVILLE | FL | 32217 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELE COHEN | ||||||||
| 3733 UNIVERSITY BOULEVARD | JACKSONVILLE | FL | 32217 | TRUSTEE | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,091,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,125,262 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,125,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,108,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $886 | TotalTaxAmt |
| Distributable Before Adj | $54,533 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,533 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,533 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $886 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,664 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,533 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $11,970 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,550 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,017 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,987 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,987 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $11,970 | ExcessFromYear1Amt |
| Excess From Current Year | $9,017 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JORDAN ANSBACHER DECEASED | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | ||||||||
| 521 S EDGEWOOD AVENUE | JACKSONVILLE | FL | 322055359 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITIES | $5,000 | |
| BREAST CANCER CHARITIES OF AMERICA | ||||||||
| 8505 TECHNOLOGY FOREST PL | THE WOODLANDS | TX | 77381 | NONE | PUBLIC | BREAST CANCER RESEARCH | $50 | SUITE 604 |
| CHILDREN'S HOME SOCIETY | ||||||||
| 3027 SAN DIEGO ROAD | JACKSONVILLE | FL | 32207 | NONE | PUBLIC | CARE OF ABUSED/NEGLECTED CHILDREN | $2,500 | |
| CITY RESCUE MISSION | ||||||||
| PO BOX 60291 | JACKSONVILLE | FL | 322360291 | NONE | PUBLIC | FOOD / SHELTER FOR THE NEEDY | $5,000 | |
| CONGREGATION AHAVATH CHESED | ||||||||
| 8727 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC | RELIGIOUS | $6,000 | |
| HADASSAH | ||||||||
| 5341 W ATLANTIC AVENUE | DELRAY BEACH | FL | 33484 | NONE | PUBLIC | AID FOR THE NEEDY | $1,000 | SUITE 305 |
| JACKSONVILLE PUBLIC LIBRARY | ||||||||
| PO BOX 40103 | JACKSONVILLE | FL | 32203 | NONE | PUBLIC | SUPPORT MUNICIPAL LIBRARY SYSTEM | $2,500 | |
| JEWISH COMMUNITY ALLIANCE | ||||||||
| 8505 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC | SUPPORT VOLUNTEER ACTIVITIES | $5,500 | |
| JEWISH FEDERATION OF JACKSONVILLE | ||||||||
| 8505 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC | SUPPORT JEWISH CHARITIES | $10,000 | |
| NEMOURS CHILDREN'S HOSPITAL | ||||||||
| 807 CHILDRENS WAY | JACKSONVILLE | FL | 32207 | NONE | PUBLIC | CHILDREN'S HEALTH SYSTEM | $5,000 | |
| RIVER GARDEN | ||||||||
| 11401 OLD ST AUGUSTINE RD | JACKSONVILLE | FL | 32258 | NONE | PUBLIC | NURSING HOME FOR THE NEEDY | $3,500 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 9760 W PICO BOULEVARD | LOS ANGELES | CA | 90035 | NONE | PUBLIC | AID FOR THE ELDERLY | $2,500 | |
| SULZBACHER CENTER | ||||||||
| 611 E ADMS STREET | JACKSONVILLE | FL | 32202 | NONE | PUBLIC | HOMELESS SHELTER | $4,000 | |
| TAKE IT TO HEART | ||||||||
| 3550 UNIVERSITY BLVD S | JACKSONVILLE | FL | 32216 | NONE | PUBLIC | FEMALE HEART HEALTH AWARENESS | $1,000 | SUITE 302 |
| THE SALVATION ARMY | ||||||||
| PO BOX 52508 | JACKSONVILLE | FL | 32201 | NONE | PUBLIC | AID FOR THE NEEDY | $5,000 | |
| UNIVESITY OF FLORIDA FOUNDATION | ||||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32063 | NONE | PUBLIC | SUPPORT FOR SCHOLARSHIPS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,735 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,863 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $276 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,756 | ExclusionAmt |
| Related Or Exempt Function Incm | $28,139 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,895 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JORDAN ANSBACHER DECEASED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2359 SEGOVIA AVENUE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,617,839 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | INVESTMENTS | $168,850 | 2016-06-30 |
| 1 | INVESTMENTS | $451,435 | 2016-07-01 |
| 1 | INVESTMENTS - ACCRUED | $940,851 | 2016-08-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,887 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| KKR & CO - 119.278 SHARES | PURCHASE | 2016-04 | $1,689 | $2,314 | -$625 | |
| KKR & CO - 1627.273 SHARES | PURCHASE | 2016-04 | $23,045 | $24,032 | -$987 | |
| TOTAL S A SPONSORED - 2.624 SHARES | PURCHASE | 2016-04 | $1,227 | $1,240 | -$13 | |
| TOTAL S A SPONSORED - 647.252 | PURCHASE | 2016-04 | $28,749 | $33,714 | -$4,965 | |
| TOTAL S A SPONSORED - FRAC | PURCHASE | 2016-04 | $39 | $39 | ||
| KEYCORP - 300 SHARES | DONATION | 2016-07 | $3,187 | $3,315 | -$128 | 2016-06 |
| KROGER COMPANY - 100 SHARES | DONATION | 2016-08 | $3,387 | $3,679 | -$292 | 2016-06 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB HIGH INCOME FUND - 565.987 SHARES | $4,783 | $4,896 |
| ALGER SPECTRA FD - 4579.884 SHARES | $75,980 | $79,140 |
| ALLIANZGI NFJ INTL VALUE FD - 1224.0 | $20,221 | $20,845 |
| ALPHABET INCORPORATED CLASS A - 20 | $14,071 | $15,797 |
| ALPHABET INCORPORATED CLASS C - 20 S | $13,842 | $15,341 |
| BECTON DICKINSON & CO - 140 SHARES | $13,010 | $24,809 |
| BRISTOL MYERS SQUIBB COMPANY - 200 S | $14,781 | $11,478 |
| CALPINE CORP NEW - 510 SHARES | $10,358 | $6,365 |
| COLUMBIA THERMSOSTAT FUND - 932.091 | $13,366 | $13,543 |
| DELAWARE POOLED TR DIVERSIFIED INCOM | $4,624 | $4,640 |
| DEVON ENERGY CORP NEW - 200 SHARES | $11,426 | $8,666 |
| DOW CHEMICAL COMPANY - 100 SHARES | $4,971 | $5,364 |
| DREYFUS INTL BD FD - 333.497 SHARES | $5,309 | $5,346 |
| EQUITY COMMONWEALTH - 400 SHARES | $11,652 | $12,516 |
| FIRST EAGLE US VALUE FD - 3958.275 S | $79,443 | $82,015 |
| FORD MOTOR CO - 3,261.664 SHARES | $56,079 | $41,097 |
| HIGHLAND LONG/SHORT EQUITY FD - 758. | $8,590 | $8,772 |
| HONEYWELL INTERNATIONAL INC - 100 SH | $11,632 | $11,671 |
| INVESCO BALANCED RISK ALLOCATION - 1 | $14,690 | $14,754 |
| ISHARES MSCI EAFE ETF - 100 SHARES | $6,598 | $5,835 |
| IVY FDS - MID CAP GROWTH FD - 1713.5 | $35,676 | $37,423 |
| JANUS TWENTY FUND - 6,233.756 SHARES | $403,028 | $342,420 |
| KKR & CO | ||
| KRAFT HEINZ COMPANY - 200 SHARES | $17,696 | $17,898 |
| LOWES COMPANIES INC - 140 SHARES | $11,084 | $10,718 |
| MACQUARIE INFRASTRUCTURE CORP - 200 | $14,810 | $15,988 |
| MARATHON OIL CORP - 1000 SHARES | $14,717 | $15,020 |
| MICROSOFT CORPORATION - 200 SHARES | $10,234 | $11,492 |
| OPPENHEIMER DEV MKTS - 1018.489 SHAR | $31,797 | $33,671 |
| OPPENHEIMER INTL BD FD - 907.229 SHA | $5,298 | $5,389 |
| PEPSICO INC - 100 SHARES | $8,385 | $10,675 |
| PFIZER INC - 1,205.520 SHARES | $29,159 | $41,952 |
| PIMCO EMERGING MKT CURRENCY FD - 156 | $13,811 | $13,858 |
| PIONEER GLOBAL HIGH YIELD - 611.079 | $5,072 | $5,237 |
| PIONEER STRATEGIC INCOME FD - 437.23 | $4,626 | $4,709 |
| POWERSHARES QQQ ETF - 120 SHARES | $12,779 | $13,973 |
| RETAIL OPPORTUNITY INVTS CORP REIT - | $10,835 | $11,155 |
| ROYAL DUTCH SHELL PLC - 633.280 SHAR | $40,636 | $30,967 |
| SALIENT TACTICAL MUNI & CREDIT FD - | $4,624 | $4,671 |
| SCOUT FUNDS CORE BOND FD - 388.899 S | $4,636 | $4,628 |
| SNAP ON INC - 200 SHARES | $31,564 | $30,658 |
| SOGEN OVERSEAS FUND - 790.967 SHARES | $18,880 | $19,284 |
| SOURCE CAPITAL, INC. COM - 1893.451 | $95,761 | $69,584 |
| SOURCE CAPITAL, INC. PFD - 40 SH | $1,234 | $1,407 |
| SOUTHERN CO. - 1,977.221 SHARES | $61,284 | $101,491 |
| TCW EMERGING MKTS INCOME FD - 678.05 | $5,546 | $5,696 |
| TEMPLETON INCOME GLOBAL BOND FD - 42 | $4,767 | $4,767 |
| TEXAS INSTRUMENTS INC - 200 SHARES | $12,242 | $13,908 |
| THORNBURG INTL GROWTH FD - 1123.589 | $20,404 | $22,101 |
| TOCQUEVILLE DEKAFIELD FD - 1400.534 | $35,462 | $38,389 |
| TOTAL S A SPONSORED | $338 | $334 |
| TFS CAP MARKET NEUTRAL FD - 932.184 | $12,491 | $12,584 |
| TRUST FOR PRO MANAGERS MARKETFIELD F | $11,878 | $12,253 |
| VALERO ENERGY CORP - 637.577 SHARES | $32,133 | $35,290 |
| WASATCH LONG/SHORT FD - 763.45 SHARE | $9,459 | $9,703 |
| WASTE MGMT INC - 1,119.113 SHARES | $38,348 | $71,556 |
| WELLS FARGO & COMPANY- 200 SHARES | $9,466 | $10,160 |
| WISDOMTREE EUROPE SMALL CAP DIVIDEND | $5,702 | $5,458 |
| ZIMMER BIOMET HOLDINGS INC - 100 SHA | $9,130 | $12,961 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONTRIBUTION DUE TO DEATH OF | ||
| SECURITIES IN TRANSIT | $940,851 | $940,851 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $276 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $276 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $2,674 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN ANSBACHER DECEASED | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2359 SEGOVIA AVENUE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32217 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID | $400 |
| INCOME TAX EXPENSE | $696 |
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