J & S ANSBACHER FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- J & S ANSBACHER FAMILY FOUNDATION INC (EIN 59-2610694)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-04-14
- IRS object ID
- 201401049349100405
- Schema version
- 2012v2.3
- 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
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-14T11:56:22-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTNOY CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592610694 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J & S ANSBACHER FAMILY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | J&SA | NameControl |
| Phone | 9047331202 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JORDAN ANSBACHER | Name |
| Title | DIRECTOR | Title |
| Phone | 9047331202 | Phone |
| Date Signed | 2014-04-12 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY R PORTNOY CPA | Name |
| Phone | 9047318005 | Phone |
| Date Prepared | 2014-04-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 551281 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1969 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1969 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1969 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 14884 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14884 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 14884 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -17048 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 192811 | GrossSalesPrice |
| Other Income Rev And Expnss | 2075 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 2075 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1880 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16853 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 18928 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1707 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 555 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 711 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2973 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22175 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22175 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25148 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22175 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -23268 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16853 | NetInvestmentIncome |
| Adjusted Net Income | 18928 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4103 | CashBOY |
| Cash EOY | 9899 | CashEOY |
| Cash EOYFMV | 9899 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 118151 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 60955 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 60955 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 407377 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 435510 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 480427 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 529631 | TotalAssetsBOY |
| Total Assets EOY | 506364 | TotalAssetsEOY |
| Total Assets EOYFMV | 551281 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 529631 | UnrestrictedBOY |
| Unrestricted EOY | 506364 | UnrestrictedEOY |
| Total Net Assets BOY | 529631 | TotalNetAssetsBOY |
| Total Net Assets EOY | 506364 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 529631 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 506364 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 529631 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -23268 | ExcessOfRevenueOverExpenses |
| Other Increases | 1 | OtherIncreases |
| Subtotal | 506364 | Subtotal |
| Total Net Assets Fund Balances EOY | 506364 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 10390 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 515081 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.020172 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 33350 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 566593 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058861 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23632 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 405534 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058274 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 20918 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 366145 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057130 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 20705 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 460533 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044959 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.239396 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047879 | AverageDistributionRatio |
| Net Noncharitable Assets | 571423 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 27359 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 169 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 27528 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22175 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 337 | InvestmentIncomeExciseTax |
| Subtotal | 337 | Subtotal |
| Tax Based On Investment Income | 337 | TaxBasedOnInvestmentIncome |
| Tax Due | 337 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JORDAN ANSBACHER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9047331202 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3733 UNIVERSITY BOULEVARD STE 204 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2012 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JORDAN ANSBACHER | ||||||||
| 3733 UNIVERSITY BOULEVARD STE 204 | JACKSONVILLE | FL | 32217 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| SHIRLEY ANSBACHER | ||||||||
| 3733 UNIVERSITY BOULEVARD STE 204 | JACKSONVILLE | FL | 32217 | SECRETARY | 1.00 | 0 | 0 | 0 |
| DONNA HELMING | ||||||||
| 3733 UNIVERSITY BOULEVARD STE 204 | JACKSONVILLE | FL | 32217 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| BRIAN ANSBACHER | ||||||||
| 3733 UNIVERSITY BOULEVARD STE 204 | JACKSONVILLE | FL | 32217 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MICHELE COHEN | ||||||||
| 3733 UNIVERSITY BOULEVARD STE 204 | JACKSONVILLE | FL | 32217 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 497866 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 82259 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 580125 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 580125 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8702 | CashDeemedCharitable |
| Net Noncharitable Assets | 571423 | NetNoncharitableAssets |
| Minimum Investment Return | 28571 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 28571 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 337 | TaxBasedOnInvestmentIncome |
| Total Tax | 337 | TotalTax |
| Distributable Amount Before Adj | 28234 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 28234 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 28234 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22175 | ExpensesAndContributions |
| Qualifying Distributions | 22175 | QualifyingDistributions |
| Adj Qualifying Distributions | 22175 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 28234 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3290 | UndistributedIncomePriorYear |
| Prior Year1 | 2011 | PriorYear1 |
| Total For Prior Years | 3290 | TotalForPriorYears |
| Qualifying Distributions | 22175 | QualifyingDistributions |
| Applied To Year1 | 3290 | AppliedToYear1 |
| Applied To Current Year | 18885 | AppliedToCurrentYear |
| Prior Year Undistributed Income | 3290 | PriorYearUndistributedIncome |
| Taxable Amount1 | 3290 | TaxableAmount1 |
| Undistributed Income CY | 9349 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH FLORIDA | ||||||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | NONE | PUBLIC | PUBLIC UNIVERSITY | $1,000 | |
| ETZ CHAIM SYNAGOGUE | ||||||||
| 10167 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32257 | NONE | PUBLIC | RELIGIOUS | $100 | |
| MAZON | ||||||||
| 12401 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90025 | NONE | PUBLIC | COMBAT INTERNATIONAL HUNGER | $200 | SUITE 303 |
| TRUTH & SPIRIT MINISTRIES | ||||||||
| 1456 W 5TH STREET | JACKSONVILLE | FL | 32209 | NONE | PUBLIC | RELIGIOUS | $100 | |
| SECOND HARVET OF NORTH FLORIDA | ||||||||
| 1502 JESSIE STREET | JACKSONVILLE | FL | 32206 | NONE | PUBLIC | PROVIDE FOOD FOR THE POOR | $200 | |
| AMERICAN INSTITUTE FOR CANCER RESEA | ||||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | DISEASE RESEARCH | $100 | |
| THE BRIDGE OF NE FLORIDA | ||||||||
| 1824 PEARL STREET | JACKSONVILLE | FL | 32206 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITIES | $200 | |
| AMERICAN RED CROSS | ||||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC | DIASTER RELIEF | $200 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | NONE | PUBLIC | DISEASE RESEARCH | $200 | FL 17 |
| ST JUDE CHILDREN'S HOSP | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 381053678 | NONE | PUBLIC | AID IN MEDICAL RESEARCH / TREATMENT | $200 | |
| GIRL SCOUTS OF THE USA | ||||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITY | $250 | |
| ST GEORGE ANTIOCHIAN ORTHODOX CH | ||||||||
| 44 BOWERS STREET | LOWELL | MA | 01854 | NONE | PUBLIC | RELIGIOUS | $200 | |
| MOROCCO SHRINE CIRCUS FD | ||||||||
| 4567 ST JOHNS BLUFF ROAD | JACKSONVILLE | FL | 32246 | NONE | PUBLIC | CARE OF ABUSED/NEGLECTED CHILDREN | $300 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 521 S EDGEWOOD AVENUE | JACKSONVILLE | FL | 322055359 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITIES | $5,000 | |
| HADASSAH | ||||||||
| 5341 W ATLANTIC AVENUE | DELRAY BEACH | FL | 33484 | NONE | PUBLIC | AID FOR THE NEEDY | $100 | SUITE 305 |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 621 NW 53RD STREET | BOCA RATON | FL | 33487 | NONE | PUBLIC | FIGHTING DISCRIMINATION | $200 | |
| DREAMS COME TRUE | ||||||||
| 68003 SOUTHPOINT PARKWAY | JACKSONVILLE | FL | 32216 | NONE | PUBLIC | GRANTING DREAMS FOR ILL CHILDREN | $100 | |
| YOUTH CRISIS CENTER | ||||||||
| 7007 BEACH BOULEVARD | JACKSONVILLE | FL | 32216 | NONE | PUBLIC | AID FOR NEEDY/ABUSED YOUTHS | $3,000 | |
| JACKSONVILLE JEWISH FEDER | ||||||||
| 8505 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC | SUPPORT JEWISH CHARITIES | $6,500 | |
| JEWISH COMMUNITY ALLIANCE | ||||||||
| 8505 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC | SUPPORT VOLUNTEER ACTIVITIES | $2,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 9760 W PICO BOULEVARD | LOS ANGELES | CA | 90035 | NONE | PUBLIC | AID FOR THE ELDERLY | $250 | |
| USO | ||||||||
| P O BOX 96860 | WASHINGTON | DC | 20077 | NONE | PUBLIC | AID WONDED VETERANS | $25 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 52508 | JACKSONVILLE | FL | 32201 | NONE | PUBLIC | AID FOR THE NEEDY | $1,250 | |
| CITY RESCUE MISSION | ||||||||
| PO BOX 60291 | JACKSONVILLE | FL | 322360291 | NONE | PUBLIC | FOOD / SHELTER FOR THE NEEDY | $300 | |
| US HOLOCAUST MEMORIAL MUS | ||||||||
| PO BOX 90988 | WASHINGTON | DC | 200900988 | NONE | PUBLIC | MUSEUM SUPPORT | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22175 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,969 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,884 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -17048 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Related Or Exempt Function Income | 2075 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,853 | ExclusionAmount |
| Related Or Exempt Function Income | -14973 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1880 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $1,707 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| JORDAN ANSBACHER |
| SHIRLEY ANSBACHER |
| DONNA HELMING |
| BRIAN ANSBACHER |
| MICHELE COHEN |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (11 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS EURO PACIFIC | 2011-08 | PURCHASE | 2013-03 | 52913 | 50673 | 2240 |
| VODAPHONE GROUP PLC | 2011-08 | PURCHASE | 2012-11 | 22483 | 32970 | -10487 |
| TOTAL S A SPONSORED ADR | 2012-08 | PURCHASE | 2012-11 | 24679 | 25282 | -603 |
| STATOIL ASA SPONSORED ADR | 2012-10 | PURCHASE | 2012-07 | 24722 | 24188 | 534 |
| EL PASO PIPELINE PARTNERS LP | 2011-10 | PURCHASE | 2012-10 | 17592 | 18772 | -1180 |
| SELECT SECTOR SPDR TR UTILS | 2012-08 | PURCHASE | 2013-08 | 19775 | 18715 | 1060 |
| NAVIOS MARITIME PARTNERS LP | 2012-08 | PURCHASE | 2012-11 | 14520 | 17961 | -3441 |
| COMMONWEALTH REIT | 2011-08 | PURCHASE | 2013-03 | 8497 | 12398 | -3901 |
| GOLDMAN SACHS BRIC | 2011-08 | PURCHASE | 2013-03 | 4868 | 5980 | -1112 |
| VODAPHONE GROUP PLC | 2012-08 | PURCHASE | 2012-11 | 1686 | 1872 | -186 |
| EL PASO PIPELINE PARTNERS LP | 2012-08 | PURCHASE | 2012-10 | 1076 | 1048 | 28 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (22 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN FUNDS EURO PACIFIC FUND | ||
| BECTON DICKINSON & CO | 24625 | 25806 |
| CALPINE CORP | 24575 | 23389 |
| CAMPBELL SOUP CO | 36051 | 41630 |
| COMMONWEALTH REIT SBI | 8 | 16 |
| CORPORATE BACKED TR CTFS | 27091 | 25490 |
| DEVON ENERGY CORP | 24566 | 24549 |
| EL PASO PIPELINE PARTNERS LP | ||
| GOLDMAN SACHS BRIC | ||
| HI-CRUCH PARTNERS LP | 14003 | 17001 |
| ISHARES SILVER TR ISHARES | 32457 | 22990 |
| KKR & CO | 21095 | 30870 |
| NAVIOS MARITIME PARTNERS | ||
| PFIZER INC | 25457 | 31550 |
| ROYAL DUTCH SHELL PLC | 36470 | 36659 |
| SOURCE CAPITAL, INC. COM | 53179 | 49804 |
| SOURCE CAPITAL, INC. PFD | 1234 | 1407 |
| SOUTHERN CO. | 49626 | 71376 |
| STATOIL ASA SPONSORED ADR | ||
| TOTAL S A SPONSORED ADR | 31624 | 35504 |
| VODAFONE GROUP | ||
| WASTE MANAGEMENT INC | 33449 | 42386 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 2075 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 2075 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $555 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FOREIGN TAX PAID | $389 |
| INCOME TAX EXPENSE | $322 |
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