J & S ANSBACHER FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- J & S ANSBACHER FAMILY FOUNDATION INC (EIN 59-2610694)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-03-24
- IRS object ID
- 201610849349100701
- Schema version
- 2014v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-24T10:21:19-05:00 | ReturnTs |
| Tax Period End | 2015-08-31 | 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 | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592610694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JORDAN ANSBACHER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JORD | BusinessNameControlTxt |
| Phone | 9047331202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3733 UNIVERSITY BOULEVARD W STE 15A | 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 | DIRECTOR | PersonTitleTxt |
| Phone | 9047331202 | PhoneNum |
| Signature | 2016-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY R PORTNOY CPA | PreparerPersonNm |
| PTIN | P00184876 | PTIN |
| Phone | 9047318005 | PhoneNum |
| Preparation | 2016-03-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | 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 | $835,909 | 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 | $317,190 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,959 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,959 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,359 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,714 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $2,714 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $372,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,321 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,676 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,827 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,039 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $937 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,803 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $311,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,676 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,628 | CashBOYAmt |
| Cash EOY | $16,526 | CashEOYAmt |
| Cash EOYFMV | $16,526 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $90,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,808 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $404,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $810,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $813,575 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $521,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $832,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $835,909 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $521,137 | UnrestrictedBOYAmt |
| Unrestricted EOY | $832,589 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $521,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $832,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $521,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $832,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $521,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $311,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $832,589 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $832,589 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,359 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,028 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $583,384 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068613 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $571,423 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038807 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,390 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $515,081 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $566,593 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058861 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,632 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $405,534 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058274 | DistributionYr5Rt |
| Total Distribution | 0.244727 | TotalDistributionRt |
| Average Distribution | 0.048945 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $924,253 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,238 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $683 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,921 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,500 | 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 | $683 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $683 | SubtotalAmt |
| Tax Based On Investment Income | $683 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $687 | 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 | HARLAN 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JORDAN ANSBACHER | ||||||||
| 3733 UNIVERSITY BOULEVARD | JACKSONVILLE | FL | 32217 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| 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 | $881,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $938,328 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $938,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $924,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $683 | TotalTaxAmt |
| Distributable Before Adj | $45,530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,530 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $683 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,817 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,530 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $45,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,970 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,970 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,970 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JORDAN ANSBACHER | ContributingManagerNm |
| Contributing Manager | SHIRLEY ANSBACHER IRA | 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 | |
| CHILDREN'S HOME SOCIETY | ||||||||
| 3027 SAN DIEGO ROAD | JACKSONVILLE | FL | 32207 | NONE | PUBLIC | CARE OF ABUSED/NEGLECTED CHILDREN | $3,000 | |
| CITY RESCUE MISSION | ||||||||
| PO BOX 60291 | JACKSONVILLE | FL | 322360291 | NONE | PUBLIC | FOOD / SHELTER FOR THE NEEDY | $5,000 | |
| JACKSONVILLE JEWISH CENTER | ||||||||
| 3662 CROWN POINT ROAD | JACKSONVILLE | FL | 32257 | NONE | PUBLIC | RELIGIOUS | $10,000 | |
| JACKSONVILLE PUBLIC LIBRA | ||||||||
| PO BOX 40103 | JACKSONVILLE | FL | 32203 | NONE | PUBLIC | SUPPORT MUNICIPAL LIBRARY SYSTEM | $1,500 | |
| JEWISH COMMUNITY ALLIANCE | ||||||||
| 8505 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC | SUPPORT VOLUNTEER ACTIVITIES | $1,500 | |
| JEWISH FAMILY & COMMUNITY | ||||||||
| 3601 CARDINAL POINT DRIVE | JACKSONVILLE | FL | 32257 | NONE | PUBLIC | SUPPORT JEWISH CHARITIES | $2,500 | |
| JEWISH NATIONAL FUND | ||||||||
| 4625 E BAY DRIVE 311 | CLEARWATER | FL | 33764 | NONE | PUBLIC | SUPPORT JEWISH CHARITIES | $3,000 | |
| MAZON | ||||||||
| 12401 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90025 | NONE | PUBLIC | COMBAT INTERNATIONAL HUNGER | $2,500 | SUITE 303 |
| RIVER GARDEN | ||||||||
| 11401 OLD ST AUGUSTINE RD | JACKSONVILLE | FL | 32258 | NONE | PUBLIC | NURSING HOME FOR THE NEEDY | $5,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 9760 W PICO BOULEVARD | LOS ANGELES | CA | 90035 | NONE | PUBLIC | AID FOR THE ELDERLY | $2,500 | |
| SULZBACHER CENTER | ||||||||
| 611 E ADAMS STREET | JACKSONVILLE | FL | 32202 | NONE | PUBLIC | ASSISTANCE FOR THE POOR | $5,000 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 52508 | JACKSONVILLE | FL | 32201 | NONE | PUBLIC | AID FOR THE NEEDY | $5,000 | |
| TORAH ACADEMY OF JACKSONVILLE | ||||||||
| 10167 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32257 | NONE | PUBLIC | RELIGIOUS EDUCATION | $500 | |
| UNIVERSITY OF FLORIDA FOUNDATION | ||||||||
| 1938 W UNIVERSITY AVENUE | GAINESVILLE | FL | 32603 | NONE | PUBLIC | COLLEGE SCHOLARSHIP | $5,000 | |
| US HOLOCAUST MEMORIAL MUS | ||||||||
| PO BOX 90988 | WASHINGTON | DC | 200900988 | NONE | PUBLIC | MUSEUM SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,500 | 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 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,959 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,888 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $2,714 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,602 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,564 | 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 | 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 | $317,190 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CONTRIBUTIONS RECEIVED - PPTY (F | NoncashPropertyDesc |
| Fair Market Value | $317,190 | FairMarketValueAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BECTON DICKINSON & COMPANY - 25 SHAR | 2013-03 | PURCHASE | 2015-04 | $3,530 | $2,323 | $1,207 |
| CALPINE CORP - 100 SHARES | 2013-03 | PURCHASE | 2015-04 | $2,336 | $2,031 | $305 |
| CHEVRON CORP - 50 SHARES | 2014-04 | PURCHASE | 2015-04 | $5,445 | $5,977 | -$532 |
| CONOCOPHILLIPS - 100 SHARES | 2014-04 | PURCHASE | 2015-04 | $6,594 | $7,219 | -$625 |
| DEVON ENERGY CORP - 30 SHARES | 2013-03 | PURCHASE | 2015-04 | $1,913 | $1,714 | $199 |
| INTEL CORP - 200 SHARES | 2014-04 | PURCHASE | 2015-04 | $6,286 | $5,326 | $960 |
| ISHARES SILVER TR IS - 500 SHARES | 2010-12 | PURCHASE | 2015-08 | $7,033 | $14,359 | -$7,326 |
| ISHARES SILVER TR IS - 600 SHARES | 2011-09 | PURCHASE | 2018-08 | $8,439 | $18,098 | -$9,659 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BECTON DICKINSON & CO - 140 SHARES | $13,010 | $19,743 |
| CALPINE CORP NEW - 510 SHARES | $10,358 | $8,129 |
| CHEVRON CORP - 50 SHARES | ||
| CONOCOPHILLIPS - 100 SHARES | ||
| DEVON ENERGY CORP - 200 SHARES | $11,426 | $8,532 |
| FORD MOTOR CO - 3,057.221 SHARES | $53,424 | $42,404 |
| INTEL CORP - 200 SHARES | ||
| ISHARES MSCI EAFE ETF - 100 SHARES | $6,598 | $5,997 |
| ISHARES SILVER TR ISHARES - 1100 SHA | ||
| JANUS TWENTY FUND - 5,565.547 SHARES | $366,303 | $317,459 |
| KKR & CO - 1,691.065 SHARES | $25,478 | $32,282 |
| PEPSICO INC - 100 SHARES | $8,385 | $9,293 |
| PFIZER INC - 1,163.614 SHARES | $27,791 | $37,492 |
| POWERSHARES QQQ ETF - 120 SHARES | $12,779 | $12,517 |
| ROYAL DUTCH SHELL PLC - 587.332 SHAR | $38,367 | $31,082 |
| SOURCE CAPITAL, INC. COM - 927.334 S | $60,416 | $66,137 |
| SOURCE CAPITAL, INC. PFD - 40 SH | $1,234 | $1,407 |
| SOUTHERN CO. - 1,910.511378 SHARES | $58,104 | $83,566 |
| TOTAL S A SPONSORED ADR - 657.803 SH | $34,326 | $30,615 |
| VALERO ENERGY CORP - 615.111 SHARES | $30,825 | $36,501 |
| WASTE MGMT INC - 1,097.547 SHARES | $36,599 | $54,443 |
| WISDOMTREE EUROPE SMALL CAP DIVIDEND | $5,702 | $5,620 |
| ZIMMER BIOMET HOLDINGS INC - 100 SHA | $9,130 | $10,356 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Legal Fees | $1,827 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MANAGEMENT FEES | $937 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $2,714 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,714 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN ANSBACHER | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID | $793 |
| LICENSES | $61 |
| TAXES | $185 |
Comments