JAGGERS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAGGERS FAMILY FOUNDATION (EIN 84-3114220)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-07
- IRS object ID
- 202231889349100708
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-07T11:25:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KURT | PersonFirstNm |
| Person Last | JAGGERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,623,697 | 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 | $5,615,267 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $360 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $360 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $503,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $503,478 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $963,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,252,060 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,463,899 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,082,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,967,737 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,289 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,289 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $71,688 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $60,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $60,643 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $785,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $710,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,296,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,964,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,354,736 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,038,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,038,557 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,525,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,138,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,343,657 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,241,483 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,880,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,177,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,623,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,880,511 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,177,455 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,880,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,177,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,880,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,177,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,880,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,296,944 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,177,455 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,177,455 | 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 | $7,252,060 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,788,161 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,463,899 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,463,899 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,463,899 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,006 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $69,006 | SubtotalAmt |
| Tax Based On Investment Income | $69,006 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,829 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $69,029 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
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 | Yes (true) | 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 | $60,582 | 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 | $23,923,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,446,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,241,483 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,611,314 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,611,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $429,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,182,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,409,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,409,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,006 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,006 | TotalTaxAmt |
| Distributable Before Adj | $1,340,101 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,340,101 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,340,101 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $710,643 | 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 | $710,643 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,340,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $350,441 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $710,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $350,441 | AppliedToYear1Amt |
| Applied To Current Year | $360,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $979,899 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | Kurt and Sue Jaggers Fund | $500,000 |
| FII - NATIONAL | |||||||
| PO BOX 71363 | OAKLAND | CA | 94612 | 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 | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $650,000 | 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 | $360 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $503,478 | 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 | $963,459 | 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 | $1,467,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,467,297 | 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 | C/O Kurt Jaggers 2 Blue Oaks Court | AddressLine1Txt |
| City | Portola Valley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,615,267 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10X GENOMICS CLASS A TXG, 1333 sh. | $230,929 | 2021-01-28 |
| 1 | 10X GENOMICS CLASS A TXG, 667 sh. | $126,440 | 2021-04-19 |
| 1 | PULMONX ORD SHS LUNG, 3106 sh. | $134,645 | 2021-04-19 |
| 1 | NURIX THERAPEUTICS, INC NRIX, 2233 sh. | $57,846 | 2021-05-27 |
| 1 | KEROS THERAPEUTICS INC KROS, 3032 sh. | $162,394 | 2021-05-27 |
| 1 | OLEMA PHARMACEUTICALS INC OLMA, 954 sh. | $25,505 | 2021-05-27 |
| 1 | RELAY THERAPEUTICS INC RLAY, 2245 sh. | $71,582 | 2021-05-27 |
| 1 | ALX ONCOLOGY HOLDINGS INC ALXO, 1684 sh. | $94,877 | 2021-05-27 |
| 1 | 10X GENOMICS CLASS A TXG, 1333 sh. | $230,336 | 2021-05-27 |
| 1 | PFIZER INC PFE, 1200 sh. | $47,292 | 2021-06-09 |
| 1 | AMGEN INC AMGN, 300 sh. | $71,706 | 2021-06-09 |
| 1 | JAZZ PHARMACEUTICALS INC JAZZ, 125 sh. | $22,689 | 2021-06-09 |
| 1 | INSMED INC COM DE INSM, 720 sh. | $19,792 | 2021-06-09 |
| 1 | ZOOMINFO TECHNOLOGIES ORD SHS CLASS A ZI, 66660 sh. | $4,319,234 | 2021-08-31 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IPATH DJ AIGCITR ETN | $500,661 | $624,225 |
| IQ MERGER ARBITRAGE ETF | $1,001,497 | $959,438 |
| ISHARE SP SMALL CAP 600 INDEX | $1,158,812 | $1,583,101 |
| ISHARES S&P 500 INDEX FD | $2,443,180 | $3,610,813 |
| ISHARES TR S & P MIDCAP 400 IN | $1,636,207 | $2,249,071 |
| PIMCO FLEXIBLE CREDIT INCOME F | $1,281,226 | $1,252,252 |
| VANGUARD 500 INDEX FUND ADM | $3,984,217 | $5,904,904 |
| VANGUARD CHARLOTTE INTL BD IDX | $751,254 | $722,596 |
| VANGUARD FTSE ALL-WLD EX-US SM | $749,759 | $787,685 |
| VANGUARD FTSE ALL-WORLD EX-US | $2,503,799 | $2,533,928 |
| VANGUARD FTSE EMERGING MARKETS | $999,374 | $964,470 |
| VANGUARD GLOBAL EX-US REAL EST | $500,228 | $463,970 |
| VANGUARD SF REIT ETF | $750,779 | $879,356 |
| VANGUARD SHORT TERM CORPORATE | $1,250,372 | $1,225,401 |
| VANGUARD TOTAL BOND MARKET ETF | $1,252,148 | $1,228,875 |
| ZOOMINFO TECHNOLOGIES ORD SHS | $2,375,385 | $2,353,572 |
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 | $1,241,483 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $60,582 | $60,582 |
| Postage/Delivery Service | $36 | $36 |
| 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 | $3,289 | Amt |
| Net Investment Income | $3,289 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $65,200 |
| 990-PF Excise Tax for 2020 | $188 |
| 990-PF Extension for 2020 | $6,300 |