JAGGI FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAGGI FAMILY FOUNDATION (EIN 20-0132014)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-15
- IRS object ID
- 202002899349100045
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T16:55:38-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364538293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & RUDNER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200132014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAGGI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAGG | BusinessNameControlTxt |
| Phone | 5202759095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6476 N VENTANA CANYON DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GURPREET JAGGI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5202759095 | PhoneNum |
| Signature | 2020-10-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS WM LUDWIG CPA | PreparerPersonNm |
| PTIN | P00539132 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2020-10-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.191.28 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-15 | IPDt |
| IP Tm | 09:04:58 | IPTm |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E14E422E4AE09D080F6D5CF38EB05DB7989FE748 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CC316882B1857B299BB7C51BCC67638111BA824 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $956,905 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28,005 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,005 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $28,005 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,146 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,146 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,566 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,473 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$261,011 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$261,011 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$189,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,624 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$218,860 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,160 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,469 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $27 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$331,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,155 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,186 | CashBOYAmt |
| Cash EOY | $52,138 | CashEOYAmt |
| Cash EOYFMV | $52,138 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $129,802 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,913 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,913 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $439,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $431,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $573,854 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $200,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $200,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $200,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $76,073 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $961,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $814,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $956,905 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $184,939 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $184,939 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $961,456 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $629,541 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $961,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $629,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $961,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $814,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $961,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$331,915 | ExcessRevenueOverExpensesAmt |
| Subtotal | $629,541 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $629,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,473 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,807 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,008,038 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.138692 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,965 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,117,960 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,113 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,062,134 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061304 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,249 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,076,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066171 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,683 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,104,626 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063083 | DistributionYr5Rt |
| Total Distribution | 0.403461 | TotalDistributionRt |
| Average Distribution | 0.080692 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $829,868 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,964 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $432 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,020 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $432 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $432 | SubtotalAmt |
| Tax Based On Investment Income | $432 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $168 | OverpaymentAmt |
| Applied To ES Tax | $168 | 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 5202759095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6476 N VENTANA CANYON DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| GURPREET JAGGI | ||||||||
| 6476 N VENTANA CANYON DRIVE | TUCSON | AZ | 85750 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| REEMA SAWHNEY JAGGI | ||||||||
| 6476 N VENTANA CANYON DRIVE | TUCSON | AZ | 85750 | VICE PRES | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $482,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $145,567 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $842,506 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $842,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $829,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $432 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $432 | TotalTaxAmt |
| Distributable Before Adj | $41,061 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,061 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,061 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,020 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $141,020 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $432 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $140,588 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,061 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,142 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $165,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,020 | QualifyingDistributionsAmt |
| Applied To Current Year | $41,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,959 | RemainingDistriFromCorpusAmt |
| Total Corpus | $265,389 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,142 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $250,247 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,454 | ExcessFromYear4Amt |
| Excess From Year3 | $13,500 | ExcessFromYear3Amt |
| Excess From Year2 | $28,067 | ExcessFromYear2Amt |
| Excess From Year1 | $90,267 | ExcessFromYear1Amt |
| Excess From Current Year | $99,959 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| U OF A FOUNDATION | ||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | FUNDING FOR ATHLETIC PROGRAMS | $50,000 | |
| THE RIALTO THEATRE FOUNDATION | ||||||
| PO BOX 1728 | TUCSON | AZ | 85702 | CHARITABLE | $25,000 | |
| DUSK MUSIC FESTIVAL | ||||||
| 2502 N 1ST AVENUE | TUCSON | AZ | 85719 | CHARITABLE | $35,000 | |
| BIOSA INNOVATION | ||||||
| 1822 E INNOVATION PARK DR | ORO VALLEY | AZ | 85755 | CHARITABLE | $8,333 | |
| INDIA SOCIETY OF SOUTHERN ARIZONA | ||||||
| 5554 E RIO VERDE VISTA DR | TUCSON | AZ | 85750 | CHARITABLE | $2,500 | |
| STEVEN M GOOTTER FOUNDATION | ||||||
| 3800 E SUNRISE DR | TUCSON | AZ | 85718 | CHARITABLE | $10,000 | |
| THE CENTER FOR NEUROSIENCES | ||||||
| 2450 E RIVER ROAD | TUCSON | AZ | 85715 | CHARITABLE | $8,000 | FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,833 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,005 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,566 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$261,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$239,426 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$239,426 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,160 | Amt |
| Disbursements Charitable Prps | $2,160 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 6166 CATALYST WARRINGTON | 2016-01 | PURCHASE | 2019-12 | $46,654 | $67,731 | -$21,077 |
| 942 SPROTT PHYSICAL GOLD & S | 2016-12 | PURCHASE | 2019-08 | $13,656 | $15,618 | -$1,962 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB 2163 | StockNm |
| EOY Book Value | $431,429 | EOYBookValueAmt |
| EOYFMV | $573,854 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OTHER EXPENSES | $27 | $27 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Revenue And Expenses Per Books | -$261,011 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$261,011 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIPS | Desc |
| EOY Book Value | $184,939 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $1,055 | $1,055 |
| FOREIGN TAXES CHARLES SCHWAB 216 | $414 | $414 |