The James and Wendy Agah Family Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- The James and Wendy Agah Family Foundation (EIN 46-1550045)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-29
- IRS object ID
- 202022119349101102
- Schema version
- 2019v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-29T16:03:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461550045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The James and Wendy Agah Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AGCF | 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 | JAMES AGAH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520202115000059 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $673,532 | 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 | $89,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,375 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $349,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,701 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $229 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $229 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $298 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $538 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $348,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $167,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $167,934 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $47,681 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $46,736 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $312,296 | CorporateStockBOYAmt |
| Corporate Stock EOY | $401,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $408,674 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $49,340 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,188 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $660,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $666,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $673,532 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $660,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $666,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $660,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $666,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $660,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $666,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $660,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,799 | ExcessRevenueOverExpensesAmt |
| Subtotal | $666,191 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $666,191 | 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 | $349,263 | GrossSalesPriceAmt |
| Cost Or Other Basis | $361,875 | CostOrOtherBasisAmt |
| Gain Or Loss | -$12,612 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$12,612 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,612 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,327 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $577,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.182285 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,740 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $506,361 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.127853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,762 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $470,618 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.356472 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $503,695 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083433 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,359 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $516,306 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043306 | DistributionYr5Rt |
| Total Distribution | 0.793349 | TotalDistributionRt |
| Average Distribution | 0.15867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $638,055 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,240 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $129 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $259 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $259 | SubtotalAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $59 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $259 | TotalPaymentsAndCreditsAmt |
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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|
| James P Agah | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Wendy Agah | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| 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 | $308,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $339,178 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $647,772 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $647,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $638,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $259 | TotalTaxAmt |
| Distributable Before Adj | $31,644 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,644 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,644 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,525 | 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 | $83,525 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $83,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,644 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $138,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,349 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $169,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,525 | QualifyingDistributionsAmt |
| Applied To Current Year | $31,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,881 | RemainingDistriFromCorpusAmt |
| Total Corpus | $221,476 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $221,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $138,246 | ExcessFromYear3Amt |
| Excess From Year2 | $31,349 | ExcessFromYear2Amt |
| Excess From Current Year | $51,881 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James P Agah | ContributingManagerNm |
| Contributing Manager | Wendy Agah | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CENTRAL HIGH SCHOOL OF DETROIT | |||||||
| 27225 WIXOM RD | NOVI | MI | 48374 | N/A | PC | The Michael J. Faricy Memorial Scholarship FUND | $5,000 |
| CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | N/A | PC | General & Unrestricted | $1,000 |
| CHILD ADVOCATES OF CONNECTICUT INC | |||||||
| 55 GREENS FARMS RD STE 2006 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $1,000 |
| CHURCH OF THE ASSUMPTION | |||||||
| 98 RIVERSIDE AVE | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $2,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| GREATER CONNECTICUT YOUTH ORCHESTRAS INC | |||||||
| PO BOX 645 | FAIRFIELD | CT | 06824 | N/A | PC | General & Unrestricted | $500 |
| GREENS FARMS ACADEMY INC | |||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | Annual Giving FUND | $5,000 |
| GREENS FARMS ACADEMY INC | |||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | Lead With Excellence CAMPAIGN | $10,000 |
| HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $1,000 |
| HORIZONS AT GREENS FARMS ACADEMY | |||||||
| 35 BEACHSIDE AVE PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | General & Unrestricted | $1,000 |
| INNER-CITY SCHOLARSHIP FUND INC | |||||||
| 1011 1ST AVE STE 1400 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| SPARTAN WAY 535 CHESTNUT RD RM 30 | EAST LANSING | MI | 48824 | N/A | PC | JAMES AND WENDY AGAH EXPERIENTIAL SCHOLARSHIP FUND FOR BIOSYSTEMS AND AG ENGINEERING (COLLEGE OF AGRICULTURE AND NATURAL RESOURCES) | $10,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| SPARTAN WAY 535 CHESTNUT RD RM 300 | EAST LANSING | MI | 48824 | N/A | PC | JAMES AND WENDY AGAH EXPERIENTIAL SCHOLARSHIP FUND FOR COMMUNITY SUSTAINABILITY (COLLEGE OF AGRICULTURE AND NATURAL RESOURCES) | $10,000 |
| NEAR & FAR AID ASSOCIATION INC | |||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | N/A | PC | General & Unrestricted | $500 |
| PEQUOT LIBRARY ASSOCIATION | |||||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | N/A | PC | General & Unrestricted | $500 |
| RICK S PLACE INC | |||||||
| 85 POST OFC PARK STE 8521 | WILBRAHAM | MA | 01095 | N/A | PC | General & Unrestricted | $1,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| SALVATION ARMY & ITS COMPONENTS | |||||||
| 615 SLATERS LN | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $1,000 |
| SHARE HOPE FOUNDATION INC | |||||||
| 399 KNOLLWOOD RD STE 311 | WHITE PLAINS | NY | 10603 | N/A | PC | General & Unrestricted | $500 |
| SUZUKI MUSIC SCHOOL OF WESTPORT INC | |||||||
| 246 POST RD E | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN - GRADUA | |||||||
| 1301 E CATHERINE ST | ANN ARBOR | MI | 48109 | N/A | PC | UNDERPRIVILEGED STUDENT SCHOLARSHIP FUND Program) | $20,000 |
| UWM FOUNDATION INC | |||||||
| 1440 E N AVE | MILWAUKEE | WI | 53202 | N/A | PC | Peck School of Arts - Classical Guitar PROGRAM | $1,000 |
| WAKEMAN MEMORIAL ASSOCIATION INC | |||||||
| PO BOX 118 | SOUTHPORT | CT | 06890 | N/A | PC | Diplomas to Degrees PROGRAM | $500 |
| WAKEMAN MEMORIAL ASSOCIATION INC | |||||||
| PO BOX 118 | SOUTHPORT | CT | 06890 | N/A | PC | Smilow-Burroughs Clubhouse (Bridgeport) | $500 |
| WESTPORT LIBRARY ASSOC | |||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,000 | 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 | $3,326 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,375 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,612 | 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 | $1,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,089 | 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 | The JP Agah Charitable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 Greens Farms Road | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $89,300 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | E TRADE FINANCIAL CORP - 5.300 | BondNm |
| EOY Book Value | $49,340 | EOYBookValueAmt |
| EOYFMV | $50,188 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE PFD SER H | $50,346 | $52,280 |
| BANK OF AMERICA CORPORATION DE | $25,016 | $26,180 |
| CAPITAL ONE FINCL CORP 5.000% | $24,731 | $25,090 |
| DOUBLELINE FLEXIBLE INCOME FUN | $54,551 | $53,550 |
| DOUBLELINE TOTAL RETURN BOND | $103,217 | $105,173 |
| FIFTH THIRD BANCORP 1000 DS RE | $24,636 | $25,850 |
| MS INSTITUTIONAL FUND TRUST U | $68,363 | $68,360 |
| PACWEST BANCORP | $25,021 | $25,641 |
| UMPQUA HOLDINGS CORPORATION | $25,355 | $26,550 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $47,681 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $46,736 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,500 | $7,500 | |
| Bank Charges | $538 | $538 | |
| 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 | $229 | Amt |
| Net Investment Income | $229 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The JP Agah Charitable Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 Greens Farms Road | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $200 |
| 990-PF Excise Tax for 2018 | $98 |