The James and Wendy Agah Family Foundation: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- The James and Wendy Agah Family Foundation (EIN 46-1550045)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-23
- IRS object ID
- 202502969349100800
- Schema version
- 2024v5.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-23T06:38:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $956,729 | 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 | $100,615 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,443 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,443 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,891 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,905 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,134 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,468 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $763 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,487 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $763 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $763 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $142,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,705 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $499,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $411,117 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $411,117 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $401,656 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $402,306 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $196,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,618 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $113,963 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $77,837 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $81,688 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $809,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $952,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $956,729 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $809,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $952,497 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $809,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $952,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $809,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $952,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $809,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $142,804 | ExcessRevenueOverExpensesAmt |
| Subtotal | $952,497 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $952,497 | 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 | $424,738 | GrossSalesPriceAmt |
| Cost Or Other Basis | $376,604 | CostOrOtherBasisAmt |
| Gain Or Loss | $48,134 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $48,134 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,134 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,275 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,275 | SubtotalAmt |
| Tax Based On Investment Income | $1,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $789 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,389 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $114 | OverpaymentAmt |
| Applied To ES Tax | $114 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | $423,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $471,255 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $894,352 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $894,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $880,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,275 | TotalTaxAmt |
| Distributable Before Adj | $42,772 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,772 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,772 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,987 | 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 | $46,987 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,772 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $51,881 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $110,035 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,034 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,222 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $204,172 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,987 | QualifyingDistributionsAmt |
| Applied To Current Year | $42,772 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,215 | RemainingDistriFromCorpusAmt |
| Total Corpus | $208,387 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $51,881 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $156,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $110,035 | ExcessFromYear3Amt |
| Excess From Year2 | $29,034 | ExcessFromYear2Amt |
| Excess From Year1 | $13,222 | ExcessFromYear1Amt |
| Excess From Current Year | $4,215 | 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 (21 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 | $1,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | General & Unrestricted | $250 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 717 FIFTH AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $250 |
| CHILD ADVOCATES OF CONNECTICUT INC | |||||||
| 500 POST RD EAST STE 200 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $250 |
| CHURCH OF THE ASSUMPTION | |||||||
| 98 RIVERSIDE AVE | WESTPORT | CT | 06880 | N/A | PC | Assumption Westport 150th Anniversary Capital Campaign | $2,500 |
| CREATIVE ARTS WORKSHOPS FOR KIDS INC | |||||||
| 520 8TH AVENUE STE 201A | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $250 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $250 |
| FEEDNC | |||||||
| 2456 CHARLOTTE HWY | MOORESVILLE | NC | 28117 | N/A | PC | General & Unrestricted | $250 |
| GREENS FARMS ACADEMY INC | |||||||
| 35 BEACHSIDE AVE | WESTPORT | CT | 06880 | N/A | PC | GFA Annual Giving | $1,000 |
| HALL NEIGHBORHOOD HOUSE INC | |||||||
| 52 GEORGE E PIPKINS WAY | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $250 |
| INNER-CITY SCHOLARSHIP FUND INC | |||||||
| 1011 FIRST AVE SUITE 1400 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $250 |
| MUSICIANS FOUNDATION INC | |||||||
| 875 SIXTH AVE STE 2303 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $5,000 |
| PEQUOT LIBRARY ASSOCIATION | |||||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | N/A | PC | General & Unrestricted | $250 |
| RICK S PLACE INC | |||||||
| 85 POST OFC PARK STE 8521 | WILBRAHAM | MA | 01095 | N/A | PC | General & Unrestricted | $250 |
| SALVATION ARMY & ITS COMPONENTS | |||||||
| 615 SLATERS LN | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $250 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | |||||||
| 270 MADISON AVE 12TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $250 |
| UNITED WAY OF IREDELL COUNTY INC | |||||||
| PO BOX 1312 | STATESVILLE | NC | 28687 | N/A | PC | General & Unrestricted | $250 |
| UWM FOUNDATION INC | |||||||
| 1440 E N AVE | MILWAUKEE | WI | 53202 | N/A | PC | PECK School of Art - Classical Guitar Studies Program | $500 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST RD | WINSTONSALEM | NC | 27109 | N/A | PC | General & Unrestricted | $5,000 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST RD | WINSTONSALEM | NC | 27109 | N/A | PC | Magnolia Scholars Scholarship Fund | $20,000 |
| WESTPORT LIBRARY ASSOC | |||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,500 | 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 | $21,443 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,891 | 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 | $46,905 | 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 | $91,239 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,239 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Agah James P | |||||||
| 1 | 126 Quaker Road | Mooresville | NC | 28117 | $25,000 | Yes (X) | |
| The JP Agah Charitable Trust | |||||||
| 2 | 336 Greens Farms Road | Westport | CT | 06880 | $75,615 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | FIRST CITIZENS BANCSHARES INC S-A FCNCP, 500 sh. | NoncashPropertyDesc |
| Fair Market Value | $11,315 | FairMarketValueAmt |
| Received | 2024-03-26 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI GROUP - 7.625% - 12/31/20 | $24,043 | $26,046 |
| GOLDMAN SACHS - 7.500% - 12/31 | $25,477 | $26,367 |
| GOODYEAR TIRE & RUBR CO - 4.60 | $9,613 | $9,659 |
| SYNCHRONY - 7.250% - 02/02/203 | $9,331 | $10,325 |
| WEATHERFORD INTL LTD BERMUDA - | $9,373 | $9,291 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ENSTAR GROUP INC | $47,874 | $48,308 |
| TORONTO DOMINION | $14,013 | $13,310 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $401,656 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $402,306 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,462 | $8,462 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $700 | |
| 990-PF Extension for 2023 | $600 | |
| Foreign Tax Paid | $763 | $763 |