J & S ANSBACHER FAMILY FOUNDATION INC: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- J & S ANSBACHER FAMILY FOUNDATION INC (EIN 59-2610694)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-01-13
- IRS object ID
- 201100139349100600
- Schema version
- 2009v1.7
- 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
- Investments Corp Stock 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) |
|---|---|---|
| Timestamp | 2011-01-13T11:04:07-06:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | 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 | 2009-09-01 | 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 BOULEVARD WEST | AddressLine1 |
| Address Line2 | ROOM/SUITE 115A | AddressLine2 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHIRLEY ANSBACHER | Name |
| Title | DIRECTOR | Title |
| Phone | 9047331202 | Phone |
| Date Signed | 2011-01-12 | 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 | 2011-01-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 406481 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 47000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3125 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3125 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3125 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 8608 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8608 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 8608 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 115 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13590 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 115 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 894 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 894 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 59742 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11848 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 12627 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1648 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 75 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 356 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 1 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2080 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25830 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 23750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 33912 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11848 | NetInvestmentIncome |
| Adjusted Net Income | 12627 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7204 | CashBOY |
| Cash EOY | 6671 | CashEOY |
| Cash EOYFMV | 6671 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 163505 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 135576 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 135576 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 262211 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 324585 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 264234 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 432920 | TotalAssetsBOY |
| Total Assets EOY | 466832 | TotalAssetsEOY |
| Total Assets EOYFMV | 406481 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 432920 | UnrestrictedBOY |
| Unrestricted EOY | 466832 | UnrestrictedEOY |
| Total Net Assets BOY | 432920 | TotalNetAssetsBOY |
| Total Net Assets EOY | 466832 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 432920 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 466832 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 432920 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 33912 | ExcessOfRevenueOverExpenses |
| Subtotal | 466832 | Subtotal |
| Total Net Assets Fund Balances EOY | 466832 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINL INC - 60 SH | P | 2005-10-07 | 2009-02-19 | 2342 | 1789 | 553 | 553 |
| SPDR S&P 500 - 100 SH | P | 2003-06-30 | 2009-02-19 | 11015 | 11048 | -33 | -33 |
| VERIGY LTD - 24 SH | P | 2006-11-02 | 2009-02-19 | 232 | 638 | -406 | -406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 115 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 20918 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 366145 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.057130 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20705 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 460533 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044959 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 15166 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 514245 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.029492 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 51645 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 425483 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.121380 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 12694 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 519202 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.024449 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.277410 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055482 | AverageDistributionRatio |
| Net Noncharitable Assets | 405534 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22500 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 118 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 22618 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 23750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 118 | InvestmentIncomeExciseTax |
| Subtotal | 118 | Subtotal |
| Tax Based On Investment Income | 118 | TaxBasedOnInvestmentIncome |
| Tax Due | 118 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 | true | 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 | SHIRLEY 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 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
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 | false | UndistributedIncomePriorYears |
| 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 |
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 | 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 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 | 254698 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 157012 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 411710 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 411710 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6176 | CashDeemedCharitable |
| Net Noncharitable Assets | 405534 | NetNoncharitableAssets |
| Minimum Investment Return | 20277 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 20277 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 118 | TaxBasedOnInvestmentIncome |
| Total Tax | 118 | TotalTax |
| Distributable Amount Before Adj | 20159 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 20159 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 20159 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 23750 | ExpensesAndContributions |
| Qualifying Distributions | 23750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 118 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 23632 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20159 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 5660 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 2885 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 8545 | TotalExcessDistriCarryover |
| Qualifying Distributions | 23750 | QualifyingDistributions |
| Applied To Current Year | 20159 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3591 | RemainingDistriFromCorpus |
| Total Corpus | 12136 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 12136 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5660 | ExcessFromYear4 |
| Excess From Year1 | 2885 | ExcessFromYear1 |
| Excess From Current Year | 3591 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JORDAN ANSBACHER | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| AFMDA | |||||||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | 2100 E HALLANDALE BCH BLV | SUITE 205 | HALLANDALE | FL | 33009 | NONE | PUBLIC | DISASTER RELIEF | $150 |
| AMERICAN LUNG ASSOCIATION | |||||||||
| 110 CARILLON PARKWAY | ST PETERSBURG | FL | 33176 | NONE | PUBLIC | AID IN MEDICAL RESEARCH | $100 | ||
| ANTI-DEFAMATION LEAGUE | |||||||||
| 621 NW 53RD STREET | BOCA RATON | FL | 33487 | NONE | PUBLIC | FIGHTING DISCRIMINATION | $300 | ||
| B'NAI B'RITH | |||||||||
| 2020 K STREET NW 7TH FLR | WASHINGTON | DC | 20006 | NONE | PUBLIC | DISASTER RELIEF | $100 | ||
| BETH SHALOM CONGREGATION | |||||||||
| 4072 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | NONE | PUBLIC | RELIGIOUS | $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 | $250 | ||
| CITY RESCUE MISSION | |||||||||
| PO BOX 60291 | JACKSONVILLE | FL | 322360291 | NONE | PUBLIC | FOOD / SHELTER FOR THE NEEDY | $250 | ||
| ETZ CHAIM SYNAGOGUE | |||||||||
| 10167 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32257 | NONE | PUBLIC | RELIGIOUS | $200 | ||
| HADASSAH | |||||||||
| 5341 W ATLANTIC AVENUE | SUITE 305 | DELRAY BEACH | FL | 33484 | NONE | PUBLIC | AID FOR THE NEEDY | $700 | |
| HUBBARD HOUSE INC | |||||||||
| PO BOX 4909 | JACKSONVILLE | FL | 32201 | NONE | PUBLIC | CARE FOR VICTIMS OF DOMESTIC VIOLENC | $200 | ||
| JACKSONVILLE JEWISH FEDER | |||||||||
| 8505 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC | SUPPORT JEWISH CHARITIES | $5,000 | ||
| JACKSONVILLE PUBLIC LIBRA | |||||||||
| PO BOX 40103 | JACKSONVILLE | FL | 32203 | NONE | PUBLIC | SUPPORT MUNICIPAL LIBRARY SYSTEM | $200 | ||
| 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 | $1,000 | ||
| JEWISH NATIONAL FUND | |||||||||
| 4625 E BAY DRIVE 311 | CLEARWATER | FL | 33764 | NONE | PUBLIC | SUPPORT JEWISH CHARITIES | $500 | ||
| LUTHERAN SOCIAL SERVICES | |||||||||
| PO BOX 41514 | JACKSONVILLE | FL | 322031514 | NONE | PUBLIC | AID FOR THE NEEDY | $200 | ||
| MAZON | |||||||||
| 12401 WILSHIRE BOULEVARD | SUITE 303 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | COMBAT INTERNATIONAL HUNGER | $100 | |
| MOROCCO SHRINE CIRCUS FD | |||||||||
| 4567 ST JOHNS BLUFF ROAD | JACKSONVILLE | FL | 32246 | NONE | PUBLIC | CARE OF ABUSED/NEGLECTED CHILDREN | $150 | ||
| MT OLIVE AME CHURCH | |||||||||
| 841 FRANKLIN STREET | JACKSONVILLE | FL | 32206 | NONE | PUBLIC | RELIGIOUS | $100 | ||
| ONE JAX | |||||||||
| 1022 PARK STREET | SUITE 302 | JACKSONVILLE | FL | 32204 | NONE | PUBLIC | RELIGIOUS | $1,000 | |
| RIVER GARDEN | |||||||||
| 11401 OLD ST AUGUSTINE RD | JACKSONVILLE | FL | 32258 | NONE | PUBLIC | NURSING HOME FOR THE NEEDY | $3,000 | ||
| SIMON WIESENTHAL CENTER | |||||||||
| 9760 W PICO BOULEVARD | LOS ANGELES | CA | 90035 | NONE | PUBLIC | AID FOR THE ELDERLY | $250 | ||
| ST JUDE CHILDREN'S HOSP | |||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 381053678 | NONE | PUBLIC | AID IN MEDICAL RESEARCH / TREATMENT | $100 | ||
| THE SALVATION ARMY | |||||||||
| PO BOX 52508 | JACKSONVILLE | FL | 32201 | NONE | PUBLIC | AID FOR THE NEEDY | $500 | ||
| UNIV OF FLORIDA HILLEL | |||||||||
| 2020 W UNIVERSITY AVENUE | GAINESVILLE | FL | 326031741 | NONE | PUBLIC | RELIGIOUS | $100 | ||
| US HOLOCAUST MEMORIAL MUS | |||||||||
| PO BOX 90988 | WASHINGTON | DC | 200900988 | NONE | PUBLIC | MUSEUM SUPPORT | $200 | ||
| YOUTH CRISIS CENTER | |||||||||
| 7007 BEACH BOULEVARD | JACKSONVILLE | FL | 32216 | NONE | PUBLIC | AID FOR NEEDY/ABUSED YOUTHS | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23750 | 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 | $3,125 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,608 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 115 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Related Or Exempt Function Income | 894 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,733 | ExclusionAmount |
| Related Or Exempt Function Income | 1009 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12742 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JORDAN ANSBACHER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2359 SEGOVIA AVENUE | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 47000 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | BANCO BILBAO VIZCAYA - 2500 SH | NoncashPropertyDescription |
| Fair Market Value | 47000 | FairMarketValue |
| Date Received | 2009-12-08 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $1,648 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (23 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERPRISE FINL INC - 60 SHARES | ||
| HRPT PROPERTIES TRUST - 1,389 SHARES | ||
| STANDARD & POORS DEPOSITARY - 100 SH | ||
| VERIGY LTD - 24 SHARES | ||
| ALLSTATE CORP. - 1,134 SH | 29856 | 31298 |
| SOUTHERN CO. - 1,498.7194 SH | 40418 | 54988 |
| SOURCE CAPITAL, INC. COM - 696.7913 | 46017 | 28390 |
| SOURCE CAPITAL, INC. PFD - 40 SH | 1234 | 1360 |
| AGILENT TECHNOLOGIES - 200 SHARES | 10913 | 5394 |
| AMERICAN EXPRESS CO - 300 SHARES | 11959 | 11961 |
| AMERICAN INTERNATIONAL GROUP - 10 SH | 11456 | 339 |
| CORPORATE BACKED TR CTFS - 1000 SHAR | 27091 | 26050 |
| FORESTAR REAL ESTATE GROUP INC - 66 | 1657 | 982 |
| GUARANTY FINANCIAL GROUP INC - 66 SH | 1145 | 1 |
| MEDCO HEALTH SOLUTIONS - 48 SHARES | 2087 | |
| MEDTRONIC INC - 500 SHARES | 19630 | 15725 |
| PFIZER INC - 500 SHARES | 15004 | 7955 |
| ST PAUL TRAVELERS COMPANIES - 86 SHA | 2299 | 4213 |
| TEMPLE INLAND, INC - 200 SHARES | 4498 | 3186 |
| VODAFONE GROUP - 350 SHARES | 18615 | 8463 |
| ENERGY TRANSFER PART LP - 500 UNITS | 23387 | 22845 |
| COMMONWEALTH REIT SBI - 365 SHARES | 12406 | 8822 |
| BANCO BILBOA VIZCAYA ARGENTARIA SA - | 47000 | 30175 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| PENALTIES | 1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 894 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 894 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | Category |
| Amount | $75 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JORDAN ANSBACHER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2359 SEGOVIA AVENUE | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FOREIGN TAX PAID | $219 |
| INCOME TAX EXPENSE | $137 |
Comments