JAGGERS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAGGERS FAMILY FOUNDATION (EIN 84-3114220)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-08
- IRS object ID
- 202422219349101002
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-08T08:05:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843114220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jaggers Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JAGG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURT JAGGERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,381,949 | 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 | $234,224 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $81,406 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81,406 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $665,785 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $665,785 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,182 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $963,703 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $821,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,246 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,246 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,606 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $65,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $65,711 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,252 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,711 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,222,563 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,252 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,205,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,258,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $814,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,162,580 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,159,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,159,438 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,429 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,429 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,429 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $494,282 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $494,766 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,299,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,548,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,481,805 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,244,511 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,462,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,203,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,381,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $27,462,563 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,203,703 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,462,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,203,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,462,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,203,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,462,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,258,860 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,203,703 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,203,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $120,794 | GrossSalesPriceAmt |
| Cost Or Other Basis | $46,612 | CostOrOtherBasisAmt |
| Gain Or Loss | $74,182 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $74,182 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,182 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,316 | SubtotalAmt |
| Tax Based On Investment Income | $11,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,763 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,363 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $31 | OverpaymentAmt |
| Applied To ES Tax | $31 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Kurt R Jaggers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Suzanne Jaggers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $65,686 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,207,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,944,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,244,511 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,396,543 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,396,543 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $395,948 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,000,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,300,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,300,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,316 | TotalTaxAmt |
| Distributable Before Adj | $1,288,714 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,288,714 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,288,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,205,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,205,711 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,288,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,036,596 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $2,205,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,036,596 | AppliedToYear1Amt |
| Applied To Current Year | $1,169,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $119,599 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kurt R Jaggers | ContributingManagerNm |
| Contributing Manager | Suzanne Jaggers | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COURT SPORTS FOR LIFE FOUNDATION | |||||||
| PO BOX 776251 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $400,000 |
| EAST PALO ALTO TENNIS AND TUTORING | |||||||
| PO BOX 60597 | PALO ALTO | CA | 94306 | N/A | PC | EPATT Capital Campaign | $50,000 |
| EAST PALO ALTO TENNIS AND TUTORING | |||||||
| PO BOX 60597 | PALO ALTO | CA | 94306 | N/A | PC | General & Unrestricted | $40,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | Kurt and Sue Jaggers Gift Fund | $250,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | Kurt and Sue Jaggers Gift Fund | $100,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN | |||||||
| 510 WALNUT ST STE 1250 | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $200,000 |
| HOME BUILDERS INSTITUTE | |||||||
| 1201 15TH ST NW FL 6 | WASHINGTON | DC | 20005 | N/A | PC | Funding for construction skills academy | $600,000 |
| JOBTRAIN INC | |||||||
| 1200 OBRIEN DR | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $250,000 |
| MENLO ATHERTON HIGH SCHOOL FOUNDATION FOR THE FUTU | |||||||
| PO BOX 1228 | MENLO PARK | CA | 94026 | N/A | PC | Endowment Fund | $50,000 |
| RAVENSWOOD EDUCATION FOUNDATION | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $50,000 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,140,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,406 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $665,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $729,479 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $729,479 | 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 | Jaggers Family Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Blue Oaks Court | AddressLine1Txt |
| City | Portola Valley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $234,224 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ACLARIS THERAPEUTICS INC ACRS, 4344 sh. | $35,034 | 2023-03-22 |
| 1 | ASTRAZENECA AZN, 637 sh. | $42,657 | 2023-03-22 |
| 1 | ILLUMINA INC COM ILMN, 76 sh. | $16,825 | 2023-03-22 |
| 1 | NATERA INC NTRA, 283 sh. | $15,969 | 2023-03-22 |
| 1 | 10X GENOMICS CLASS A TXG, 1600 sh. | $79,880 | 2023-03-22 |
| 1 | 10X GENOMICS CLASS A TXG, 1067 sh. | $43,859 | 2023-11-17 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10X GENOMICS CLASS A | $43,859 | $59,709 |
| ACLARIS THERAPEUTICS INC | $35,034 | $4,561 |
| BARCLAYS BK PLC IPATH ETN | $500,661 | $660,983 |
| ILLUMINA INC COM | $16,825 | $10,582 |
| IQ MERGER ARBITRAGE ETF | $1,001,497 | $934,448 |
| ISHARE SP SMALL CAP 600 INDEX | $1,158,812 | $1,496,556 |
| ISHARES S&P 500 INDEX FD | $2,443,180 | $3,615,659 |
| ISHARES TR S & P MIDCAP 400 IN | $1,636,207 | $2,201,957 |
| PIMCO FLEXIBLE CREDIT INCOME F | $1,595,164 | $1,197,299 |
| VANGUARD 500 INDEX FUND ADM | $3,984,217 | $5,907,053 |
| VANGUARD FTSE ALL-WLD EX-US SM | $749,759 | $676,376 |
| VANGUARD FTSE ALL-WORLD EX-US | $2,503,799 | $2,321,389 |
| VANGUARD FTSE EMERGING MARKETS | $999,374 | $801,450 |
| VANGUARD GLOBAL EX-US REAL EST | $500,228 | $366,274 |
| VANGUARD SF REIT ETF | $750,779 | $669,769 |
| VANGUARD SHORT TERM CORPORATE | $1,250,372 | $1,166,740 |
| VANGUARD TOTAL BOND MARKET ETF | $1,252,148 | $1,066,475 |
| VANGUARD TOTAL INTL BD IDX ETF | $751,254 | $646,682 |
| ZOOMINFO TECHNOLOGIES ORD SHS | $2,375,385 | $677,843 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $494,282 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $494,766 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKSTONE REIT INC. TR | CategoryOrItemTxt |
| Book Value | $1,000,000 | BookValueAmt |
| EOYFMV | $1,244,511 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $65,600 | $65,600 |
| Postage/Delivery Service | $86 | $86 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,246 | Amt |
| Net Investment Income | $7,246 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $7,700 | |
| 990-PF Extension for 2022 | $1,900 | |
| Foreign Tax Paid | $6 | $6 |