The James and Wendy Agah Family Foundation: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- The James and Wendy Agah Family Foundation (EIN 46-1550045)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-22
- IRS object ID
- 201902349349100900
- Schema version
- 2018v3.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-22T11:24:58-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 P AGAH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-08-19 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520192345000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $631,238 | 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 | $4,161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,223 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,735 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,416 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $109,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,823 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,823 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $571,280 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $348,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $348,096 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $312,296 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $283,142 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $85,195 | OtherAssetsBOYAmt |
| Total Assets BOY | $656,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $660,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $631,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $656,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $660,392 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $656,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $660,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $656,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $660,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $656,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,917 | ExcessRevenueOverExpensesAmt |
| Subtotal | $660,392 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $660,392 | 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 | $3,223 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,223 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,223 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,223 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,740 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $506,361 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127853 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $167,762 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $470,618 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.356472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $503,695 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083433 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,359 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $516,306 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043306 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,016 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $498,792 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038124 | DistributionYr5Rt |
| Total Distribution | 0.649188 | TotalDistributionRt |
| Average Distribution | 0.129838 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $577,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,022 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,220 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,525 | 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 | $198 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $198 | SubtotalAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $98 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $198 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $210,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $376,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $586,614 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $586,614 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $577,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198 | TotalTaxAmt |
| Distributable Before Adj | $28,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $85,195 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,888 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $113,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,525 | 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 | $105,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $198 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,327 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,888 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $8,014 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $177,958 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,525 | QualifyingDistributionsAmt |
| Applied To Current Year | $105,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,363 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,363 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,595 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $169,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $138,246 | ExcessFromYear2Amt |
| Excess From Year1 | $31,349 | ExcessFromYear1Amt |
| 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ANGELS INC | |||||||
| 342 GREENS FARMS RD | WESTPORT | CT | 06880 | n/a | PC | General & Unrestricted | $2,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | n/a | PC | General & Unrestricted | $2,500 |
| CAMPING UNLIMITED FOR THE DEVELOPMENTALLY DISABLED | |||||||
| 102 BROOK LN | BOULDER CREEK | CA | 95006 | n/a | PC | General & Unrestricted | $1,000 |
| 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 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | n/a | PC | General & Unrestricted | $1,000 |
| CHARLEY WITH A Y FOUNDATION INC | |||||||
| 31 MEEKER RD | WESTPORT | CT | 06880 | n/a | PC | General & Unrestricted | $500 |
| CHILD ADVOCATES OF CONNECTICUT INC | |||||||
| 55 GREENS FARMS RD STE 200 6 | 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 | $2,500 |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||||
| 2011 CRYSTAL DR STE 500 | ARLINGTON | VA | 22202 | n/a | PC | General & Unrestricted | $1,000 |
| CREATIVE ARTS WORKSHOPS FOR KIDS INC | |||||||
| 520 8TH AVE STE 201A | NEW YORK | NY | 10018 | n/a | PC | General & Unrestricted | $500 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | n/a | PC | General & Unrestricted | $2,500 |
| GREATER BRIDGEPORT SYMPHONY YOUTH ORCHESTRA | |||||||
| 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 | $1,500 |
| 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 300 | 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 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | n/a | PC | General & Unrestricted | $1,000 |
| NEAR & FAR AID ASSOCIATION INC | |||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | n/a | PC | General & Unrestricted | $1,000 |
| PEQUOT LIBRARY ASSOCIATION | |||||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | n/a | PC | General & Unrestricted | $1,000 |
| RICK S PLACE INC | |||||||
| 85 POST OFC PARK STE 8521 | WILBRAHAM | MA | 01095 | n/a | PC | General & Unrestricted | $2,000 |
| 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 | $2,500 |
| SHARE HOPE FOUNDATION INC | |||||||
| 399 KNOLLWOOD RD STE 311 | WHITE PLAINS | NY | 10603 | n/a | PC | General & Unrestricted | $1,000 |
| SUZUKI MUSIC SCHOOL OF WESTPORT INC | |||||||
| 246 POST RD E | WESTPORT | CT | 06880 | n/a | PC | General & Unrestricted | $1,000 |
| THE CARTER CENTER INC | |||||||
| 453 FREEDOM PKWY NE ONE COPENHILL | ATLANTA | GA | 30307 | n/a | PC | General & Unrestricted | $1,000 |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN - GRADUA | |||||||
| 1301 E CATHERINE ST | ANN ARBOR | MI | 48109 | n/a | PC | underprivileged student scholarship fund | $20,000 |
| UWM FOUNDATION INC | |||||||
| 1440 E N AVE | MILWAUKEE | WI | 53202 | n/a | PC | U of W Milwaukee Peck School of Arts - Classical Guitar Program | $2,500 |
| WAKEMAN MEMORIAL ASSOCIATION INC | |||||||
| PO BOX 118 | SOUTHPORT | CT | 06890 | n/a | PC | Smilow-Burroughs Clubhouse | $1,000 |
| WAKEMAN MEMORIAL ASSOCIATION INC | |||||||
| PO BOX 118 | SOUTHPORT | CT | 06890 | n/a | PC | Diplomas to Degrees Program | $1,000 |
| WATER MISSIONS INTERNATIONAL | |||||||
| 1150 KINZER ST BLDG 1605 | NORTH CHARLESTON | SC | 29405 | n/a | PC | General & Unrestricted | $1,000 |
| WESTPORT POLICE ATHLETIC LEAGUE | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | n/a | PC | General & Unrestricted | $1,000 |
| YOUR GRATEFUL NATION | |||||||
| 888 N QUNICY ST APT 1106 | ARLINGTON | VA | 22203 | n/a | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,000 | 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 | $4,161 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,023 | 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 | $3,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| INCOME FROM PRI | 14 | $3,416 |
| Federal Tax Refund | 01 | $319 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,142 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN HIGH INCOME FUND INVES | $38,277 | $35,581 |
| DOUBLELINE FLEXIBLE INCOME FUN | $52,007 | $49,733 |
| FIDELITY 500 INDEX FUND | $38,031 | $32,677 |
| FIDELITY CONNECTICUT MUNI INC | $51,165 | $50,903 |
| FIDELITY LOW-PRICED STOCK FUND | $41,496 | $32,467 |
| FIDELITY SELECT HEALTH CARE | $39,162 | $32,648 |
| LORD ABBETT INV TR, LORD ABBET | $52,158 | $49,133 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,500 | $7,500 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax Refund | $319 | |
| income from pri | $3,416 | $3,416 |