J & S ANSBACHER FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- J & S ANSBACHER FAMILY FOUNDATION INC (EIN 59-2610694)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-07-10
- IRS object ID
- 201541919349100409
- Schema version
- 2013v4.0
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-10T09:04:04-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9283 SAN JOSE BOULEVARD STE 101 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32257 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | 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 FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| 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 BLVD WEST | AddressLine1 |
| Address Line2 | ROOM/SUITE 204 | AddressLine2 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN ANSBACHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9047331202 | PhoneNum |
| Signature | 2015-06-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY R PORTNOY CPA | PreparerPersonNm |
| PTIN | P00184876 | PTIN |
| Phone | 9047318005 | PhoneNum |
| Preparation | 2015-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $607,161 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $750 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $750 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $750 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,221 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,221 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,758 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $4,121 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $4,121 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $59,828 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,971 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,092 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $102 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,767 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,301 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $857 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,027 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,028 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,028 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,028 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,092 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,899 | CashBOYAmt |
| Cash EOY | $26,628 | CashEOYAmt |
| Cash EOYFMV | $26,628 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,153 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $435,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $404,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $490,380 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $506,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $521,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $607,161 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $506,364 | UnrestrictedBOYAmt |
| Unrestricted EOY | $521,137 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $506,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $521,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $506,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $521,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $506,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,773 | ExcessRevenueOverExpensesAmt |
| Subtotal | $521,137 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $521,137 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $571,423 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038807 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,390 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $515,081 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020172 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $566,593 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058861 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,632 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $405,534 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058274 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,918 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $366,145 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057130 | DistributionYr5Rt |
| Total Distribution | 0.233244 | TotalDistributionRt |
| Average Distribution | 0.046649 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $583,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,214 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $170 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,384 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,028 | 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 | $170 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $170 | SubtotalAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $170 | 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 | 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 |
| 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 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| SHIRLEY ANSBACHER | ||||||||
| 3733 UNIVERSITY BOULEVARD | JACKSONVILLE | FL | 32217 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DONNA HELMING | ||||||||
| 3733 UNIVERSITY BOULEVARD | JACKSONVILLE | FL | 32217 | TRUSTEE | 1.00 | $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 | $505,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $592,268 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $592,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $583,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $170 | TotalTaxAmt |
| Distributable Before Adj | $28,999 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,999 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,028 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,028 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $170 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,999 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $40,028 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,029 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,029 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,029 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JORDAN ANSBACHER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| AFMDA | |||||||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | 2100 E HALLANDALE BCH BLV | SUITE 205 | HALLANDALE | FL | 33009 | NONE | PUBLIC | DISASTER RELIEF | $500 |
| ALS FOUNDATION | |||||||||
| PO BOX 96 | NATICK | MA | 01760 | NONE | PUBLIC | ASSISTANCE TO PERSONS WITH ALS | $100 | ||
| AMERICAN DIABETES ASSOCIATION | |||||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | PUBLIC | DISEASE RESEARCH | $100 | ||
| 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 | $300 | ||
| CITY RESCUE MISSION | |||||||||
| PO BOX 60291 | JACKSONVILLE | FL | 322360291 | NONE | PUBLIC | FOOD / SHELTER FOR THE NEEDY | $500 | ||
| CONGREGATION AHAVATH CHESED | |||||||||
| 8727 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC | REGILIOUS | $5,200 | ||
| EASTER SEALS | |||||||||
| 233 SOUTH WACKER DRIVE | SUITE 2400 | CHICAGO | IL | 60606 | NONE | PUBLIC | ASSISTANCE WITH DIABLED PERSONS | $200 | |
| JACKSONVILLE JEWISH CENTER | |||||||||
| 3662 CROWN POINT ROAD | JACKSONVILLE | FL | 32257 | NONE | PUBLIC | RELIGIOUS | $10,018 | ||
| JEWISH COMMUNITY ALLIANCE | |||||||||
| 8505 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC | SUPPORT VOLUNTEER ACTIVITIES | $3,000 | ||
| JEWISH NATIONAL FUND | |||||||||
| 4625 E BAY DRIVE 311 | CLEARWATER | FL | 33764 | NONE | PUBLIC | SUPPORT JEWISH CHARITIES | $500 | ||
| MAZON | |||||||||
| 12401 WILSHIRE BOULEVARD | SUITE 303 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | COMBAT INTERNATIONAL HUNGER | $500 | |
| ONE JAX | |||||||||
| 1022 PARK STREET | SUITE 302 | JACKSONVILLE | FL | 32204 | NONE | PUBLIC | RELIGIOUS | $1,500 | |
| RIVER GARDEN | |||||||||
| 11401 OLD ST AUGUSTINE RD | JACKSONVILLE | FL | 32258 | NONE | PUBLIC | NURSING HOME FOR THE NEEDY | $6,000 | ||
| SIMON WIESENTHAL CENTER | |||||||||
| 9760 W PICO BOULEVARD | LOS ANGELES | CA | 90035 | NONE | PUBLIC | AID FOR THE ELDERLY | $250 | ||
| ST GEORGE ANTIOCHIAN ORTHODOX | |||||||||
| 6300 BOWDEN ROAD | JACKSONVILLE | FL | 32216 | NONE | PUBLIC | RELIGIOUS | $200 | ||
| TORAH ACADEMY OF JACKSONVILLE | |||||||||
| 10167 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32257 | NONE | PUBLIC | RELIGIOUS EDUCATION | $100 | ||
| UNIV OF FLORIDA HILLEL | |||||||||
| 2020 W UNIVERSITY AVENUE | GAINESVILLE | FL | 326031741 | NONE | PUBLIC | RELIGIOUS | $360 | ||
| US HOLOCAUST MEMORIAL MUS | |||||||||
| PO BOX 90988 | WASHINGTON | DC | 200900988 | NONE | PUBLIC | MUSEUM SUPPORT | $200 | ||
| WJCT PUBLIC BROADCASTING | |||||||||
| 100 FESTIVAL PARK AVENUE | JACKSONVILLE | FL | 32202 | NONE | PUBLIC | PUBLIC TELEVSION AND RADIO | $500 | ||
| YOUTH CRISIS CENTER | |||||||||
| 7007 BEACH BOULEVARD | JACKSONVILLE | FL | 32216 | NONE | PUBLIC | AID FOR NEEDY/ABUSED YOUTHS | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,028 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $750 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,736 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $4,121 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $42,857 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,828 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,767 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| JORDAN ANSBACHER |
| SHIRLEY ANSBACHER |
| DONNA HELMING |
| BRIAN ANSBACHER |
| MICHELE COHEN |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (20 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| COMMONWEALTH REIT | 2010-05 | PURCHASE | 2014-04 | $20 | $8 | $12 |
| CORPORATE BACKED TR CAP | 2003-10 | PURCHASE | 2013-12 | $25,000 | $27,091 | -$2,091 |
| BECTON DICKINSON & CO | 2013-03 | PURCHASE | 2014-04 | $11,248 | $9,293 | $1,955 |
| CALPINE CORP | 2013-03 | PURCHASE | 2014-04 | $12,690 | $12,186 | $504 |
| DEVON ENERGY CORP | 2013-03 | PURCHASE | 2014-04 | $13,647 | $11,426 | $2,221 |
| CAMPBELL SOUP CO | 2013-07 | PURCHASE | 2014-07 | $276 | $295 | -$19 |
| CAMPBELL SOUP CO | 2013-10 | PURCHASE | 2014-07 | $331 | $319 | $12 |
| CAMPBELL SOUP CO | 2014-01 | PURCHASE | 2014-07 | $335 | $321 | $14 |
| CAMPBELL SOUP CO | 2014-04 | PURCHASE | 2014-07 | $279 | $283 | -$4 |
| CAMPBELL SOUP CO | 2014-04 | PURCHASE | 2014-07 | $41 | $41 | |
| HI-CRUSH PARTNERS | 2013-08 | PURCHASE | 2014-07 | $845 | $300 | $545 |
| HI-CRUSH PARTNERS | 2013-11 | PURCHASE | 2014-07 | $655 | $316 | $339 |
| HI-CRUSH PARTNERS | 2014-02 | PURCHASE | 2014-07 | $548 | $335 | $213 |
| HI-CRUSH PARTNERS | 2014-05 | PURCHASE | 2014-07 | $500 | $342 | $158 |
| CAMPBELL SOUP CO | 2012-10 | PURCHASE | 2014-07 | $44,184 | $35,176 | $9,008 |
| CAMPBELL SOUP CO | 2012-12 | PURCHASE | 2014-07 | $723 | $580 | $143 |
| HI-CRUSH PARTNERS | 2012-10 | PURCHASE | 2014-07 | $37,420 | $13,125 | $24,295 |
| HI-CRUSH PARTNERS | 2013-02 | PURCHASE | 2014-07 | $1,018 | $285 | $733 |
| HI-CRUSH PARTNERS | 2013-05 | PURCHASE | 2014-07 | $987 | $292 | $695 |
| HI-CRUSH PARTNERS | 2014-05 | PURCHASE | 2014-08 | $11 | $8 | $3 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BECTON DICKINSON & CO - 165 SHARES | $15,333 | $19,333 |
| CALPINE CORP NEW - 610 SHARES | $12,389 | $14,500 |
| CAMPBELL SOUP CO | ||
| CHEVRON CORP - 50 SHARES | $5,977 | $6,473 |
| COMMONWEALTH REIT SBI | ||
| CONOCOPHILLIPS - 100 SHARES | $7,219 | $8,122 |
| CORPORATE BACKED TR CTFS | ||
| DEVON ENERGY CORP NEW - 230 SHARES | $13,140 | $17,347 |
| HI-CRUSH PARTNERS | ||
| INTEL CORP - 200 SHARES | $5,326 | $6,984 |
| ISHARES SILVER TR ISHARES - 1100 SH | $32,457 | $20,581 |
| KKR & CO - 1571.353 SHARES | $22,764 | $36,911 |
| PEPSICO INC - 100 SHARES | $8,385 | $9,249 |
| PFIZER INC - 1125.348 SHARES | $26,560 | $33,074 |
| ROYAL DUTCH SHELL PLC - 558.139 SH | $36,470 | $45,193 |
| SOURCE CAPITAL, INC. COM - 872.709 S | $55,809 | $59,519 |
| SOURCE CAPITAL, INC. PFD - 40 SH | $1,234 | $1,234 |
| SOUTHERN CO. - 1820.834961 SHARES | $54,147 | $78,025 |
| TOTAL S A SPONSORED ADR - 634.902 SH | $33,032 | $41,878 |
| VALERO ENERGY CORP - 600 SHARES | $30,007 | $32,484 |
| WASTE MGMT INC - 1054.765 SHARES | $34,977 | $49,542 |
| ZIMMER HOLDINGS INC - 100 SHARES | $9,130 | $9,931 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $102 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MANAGEMENT FEES | $857 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $4,121 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,121 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LICENSES | $61 |
| FOREIGN TAX PAID | $908 |
| INCOME TAX EXPENSE | $1,332 |
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