JAGGI FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JAGGI FAMILY FOUNDATION (EIN 20-0132014)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349100646
- Schema version
- 2016v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:39:13-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 & CO 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 | 2016-01-01 | 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 | 2017-11-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE S KLEWER CPA | PreparerPersonNm |
| PTIN | P00343046 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | B6162473FDB9C62BF875F4633655C2D76CA34BB8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 215DE1C81BCC9CEA3269AB2CBCAE8B324DD4824E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,136,239 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $56,004 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56,004 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $56,004 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,580 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,580 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $304,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,724 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$36,143 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$36,143 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $172,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,308 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,441 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,860 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,335 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $256 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,451 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,441 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,997 | CashBOYAmt |
| Cash EOY | $38,193 | CashEOYAmt |
| Cash EOYFMV | $38,193 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,440 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $550,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $532,588 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $511,670 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $400,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $400,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $400,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $10,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,936 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $146,936 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,052,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,157,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,136,239 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,052,075 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,157,157 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,052,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,157,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,052,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,157,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,052,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,082 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,157,157 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,157,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,724 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,249 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,076,741 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066171 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,683 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,104,626 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063083 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,973 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,145,984 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047970 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,393 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,097,540 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055937 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,485 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,113,520 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059707 | DistributionYr5Rt |
| Total Distribution | 0.292868 | TotalDistributionRt |
| Average Distribution | 0.058574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,062,134 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,213 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $747 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,960 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,860 | 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 | $747 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $747 | SubtotalAmt |
| Tax Based On Investment Income | $747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,253 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,253 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $500 | OverpaymentAmt |
| Applied To ES Tax | $500 | 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 |
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 | $515,284 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $478,615 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,078,309 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,078,309 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,062,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $747 | TotalTaxAmt |
| Distributable Before Adj | $52,360 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,360 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,360 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,860 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $747 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,113 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,360 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,339 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,422 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $15,142 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,454 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,357 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,860 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $65,857 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,339 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,422 | ExcessFromYear4Amt |
| Excess From Year2 | $15,142 | ExcessFromYear2Amt |
| Excess From Year1 | $18,454 | ExcessFromYear1Amt |
| Excess From Current Year | $13,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| U OF A FOUNDATION | ||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | FUNDING FOR ATHLETIC PROGRAMS | $50,000 | |
| STEELE CHILDREN'S RESEARCH CENTER | ||||||
| 1501 N CAMPBELL AVE STE | TUCSON | AZ | 85724 | PEDIATRIC MEDICAL RESEARCH | $1,500 | POBOX 245073 |
| ANGEL CHARITY FOR CHILDREN | ||||||
| 3132 N SWAN RD | TUCSON | AZ | 85712 | CHILDREN'S CHARITY | $10,000 | |
| MID HUDSON SIKH CULTURAL SOCIETY | ||||||
| 274 KETCHAMTOWN RD | WAPPINGERS FALLS | NY | 12590 | CHARITABLE | $2,000 | |
| THE CENTER FOR NEUROSCIENCES FOUND | ||||||
| 2450 E RIVER ROAD | TUCSON | AZ | 85718 | CHARITABLE RESEARCH | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,004 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,580 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,092 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | 14 | $695 |
| PARTNERSHIP INCOME (LOSS) | 18 | -$36,838 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $172,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,533 | 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 | $1,860 | Amt |
| Disbursements Charitable Prps | $1,860 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| CHARLES SCHWAB SHORT TERM SUMMARY | PURCHASE | $12,205 | $12,893 | -$688 |
| CHARLES SCHWAB SHORT TERM SUMMARY | PURCHASE | $6,881 | $5,498 | $1,383 |
| CHARLES SCHWAB LONG TERM SUMMARY | PURCHASE | $136,430 | $145,828 | -$9,398 |
| IREDF V LLC | PURCHASE | $141,071 | $141,071 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB 2163 | StockNm |
| EOY Book Value | $532,588 | EOYBookValueAmt |
| EOYFMV | $511,670 | 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 |
| Book Value | $146,936 | BookValueAmt |
| EOYFMV | $146,936 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $256 | $256 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | $695 | $695 |
| PARTNERSHIP INCOME (LOSS) | -$36,838 | -$36,838 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES CHARLES SCHWAB 216 | $229 | $229 |
| FEDERAL INCOME TAX | $1,106 | $1,106 |