JAGGERS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAGGERS FAMILY FOUNDATION (EIN 84-3114220)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202523039349100922
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T12:17:32-05:00 | 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 | 843114220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jaggers Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JAGG | 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 | Kurt Jaggers | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-22 | 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 | $55,582,439 | 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 | $25,026,097 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $67,805 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,805 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,075,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,075,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,959,355 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,061,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,228,108 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,129,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,371,827 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,359 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,359 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $115,400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $67,013 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $67,013 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $199,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,013 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,915,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,915,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,114,772 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,982,013 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,014,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,354,468 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,159,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,483,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,483,390 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,399 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,429 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,399 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,399 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $494,282 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,674,245 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,673,490 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,548,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,068,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,162,438 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $2,020,239 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,020,786 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,970,170 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,240,936 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,203,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,218,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,582,439 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,203,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,218,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,203,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,218,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,203,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,218,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,203,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,014,399 | ExcessRevenueOverExpensesAmt |
| Subtotal | $53,218,102 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $53,218,102 | 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 | $16,061,295 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,833,187 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,228,108 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,228,108 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,228,108 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $116,127 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $116,127 | SubtotalAmt |
| Tax Based On Investment Income | $116,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $111,831 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $122,331 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,204 | OverpaymentAmt |
| Applied To ES Tax | $6,204 | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|
| Kurt R Jaggers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Suzanne Jaggers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $66,988 | CompensationAmt |
| 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 | $45,478,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,689,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,044,569 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,212,827 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,212,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $738,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,474,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,423,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,423,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $116,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $116,127 | TotalTaxAmt |
| Distributable Before Adj | $2,307,605 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,307,605 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,307,605 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,982,013 | 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 | $1,982,013 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,307,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $119,599 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,982,013 | QualifyingDistributionsAmt |
| Applied To Year1 | $119,599 | AppliedToYear1Amt |
| Applied To Current Year | $1,862,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $445,191 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kurt R Jaggers | ContributingManagerNm |
| Contributing Manager | Suzanne Jaggers | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Yampa Valley Community Foundation | |||||||
| 348 OAK ST | STEAMBOAT SPRINGS | CO | 80487 | N/A | PC | Funds for acquisition of Casey's Pond Senior Living Center | $100,000 |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $25,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $25,000 |
| EAST PALO ALTO TENNIS AND TUTORING | |||||||
| PO BOX 60597 | PALO ALTO | CA | 94306 | N/A | PC | EPATT Capital Campaign | $50,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | Kurt and Sue Jaggers Fund | $525,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN | |||||||
| 510 WALNUT ST STE 900 | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $250,000 |
| HOME BUILDERS INSTITUTE | |||||||
| 1201 15TH ST NW FL 6 | WASHINGTON | DC | 20005 | N/A | PC | Funds for the Sacramento Academy | $400,000 |
| JOBTRAIN INC | |||||||
| 1200 OBRIEN DR | MENLO PARK | CA | 94025 | N/A | PC | Capital Campaign | $250,000 |
| JOBTRAIN INC | |||||||
| 1200 OBRIEN DR | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $40,000 |
| RAVENSWOOD EDUCATION FOUNDATION | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $50,000 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $100,000 |
| STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | Hoover Institution | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,915,000 | 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 | $67,805 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,075,914 | 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 | $2,959,355 | 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 | $4,103,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,103,074 | 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 | Jaggers Family Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Blue Oaks Court | AddressLine1Txt |
| City | Portola Valley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,026,097 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SCHWAB FUNDAMENTAL US LG COMPANY INDEX SFLNX, 135528 sh. | $3,596,913 | 2024-03-28 |
| 1 | VANGUARD SMALL CAP INDEX FD ADMIRAL SHS VSMAX, 22689 sh. | $2,485,353 | 2024-03-28 |
| 1 | VANGUARD 500 INDEX FUND ADM VFIAX, 25993 sh. | $12,602,186 | 2024-03-28 |
| 1 | DFA INTERNATIONAL CORE EQUITY FUND DFIEX, 74533 sh. | $1,193,274 | 2024-03-28 |
| 1 | ISHARES S&P 500 INDEX FD IVV, 949 sh. | $498,462 | 2024-04-01 |
| 1 | FIDELITY 500 INDEX FUND FXAIX, 8093.651 sh. | $1,461,956 | 2024-04-08 |
| 1 | VANGUARD 500 INDEX FUND ADM VFIAX, 6740 sh. | $3,187,953 | 2024-04-12 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINL INC BOND PERPETUAL - | $93,028 | $93,318 |
| BANK AMER CORP BOND - 6.300% - | $24,734 | $24,134 |
| BANK NEW YORK MELLON - 3.700% | $36,482 | $36,844 |
| BK OF AMERICA CORP BOND PERPET | $102,331 | $100,844 |
| CITIGROUP INC - 3.875% - 12/31 | $167,860 | $169,911 |
| CITIGROUP INC BOND PERPETUAL - | $24,211 | $24,327 |
| GNMA PASS-THRU M SINGLE FAMILY | $145,998 | $145,578 |
| GOLDMAN SACHS - 7.500% - 12/31 | $108,915 | $105,468 |
| JPMORGAN CHASE & CO BOND PERPE | $95,517 | $96,955 |
| PNC FINL SVCS GROUP INC BOND P | $49,205 | $50,498 |
| PNC FINL SVCS GROUP INC NOTE P | $75,497 | $75,331 |
| RED FARM - 5.460% - 03/17/2038 | $334,582 | $334,339 |
| SCHWAB CHARLES CORP BOND PERPE | $199,875 | $198,751 |
| STATE STREET CORP - 6.700% - 0 | $200,400 | $204,387 |
| TRUIST FINL CORP BOND PERPETUA | $98,981 | $99,162 |
| WELLS FARGO & CO NEW - 6.850% | $131,498 | $129,019 |
| WELLS FARGO &CO BOND PERPETUAL | $131,125 | $131,920 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVANTIS INTERNATIONAL EQUITY E | $1,999,629 | $1,965,988 |
| BARCLAYS BK PLC IPATH ETN | $500,661 | $697,958 |
| DFA INTERNATIONAL CORE EQUITY | $1,193,273 | $1,149,299 |
| FIDELITY 500 INDEX FUND | $1,461,956 | $1,652,643 |
| IQ MERGER ARBITRAGE ETF | $1,001,497 | $980,560 |
| ISHARE SP SMALL CAP 600 INDEX | $1,158,812 | $1,592,917 |
| ISHARES S&P 500 INDEX FD | $2,941,642 | $5,014,964 |
| ISHARES TR S & P MIDCAP 400 IN | $1,636,207 | $2,475,265 |
| PIMCO FLEXIBLE CREDIT INCOME F | $1,732,207 | $1,378,858 |
| SCHWAB FUNDAMENTAL US LG COMPA | $3,596,913 | $3,775,809 |
| VANGUARD 500 INDEX FUND ADM | $12,198,921 | $13,703,065 |
| VANGUARD FTSE ALL-WLD EX-US SM | $1,250,217 | $1,160,255 |
| VANGUARD FTSE ALL-WORLD EX-US | $3,504,355 | $3,351,022 |
| VANGUARD FTSE EMERGING MARKETS | $1,500,068 | $1,360,836 |
| VANGUARD GLOBAL EX-US REAL EST | $500,228 | $340,216 |
| VANGUARD SF REIT ETF | $750,779 | $675,226 |
| VANGUARD SHORT TERM CORPORATE | $1,250,372 | $1,176,391 |
| VANGUARD SMALL CAP INDEX FD AD | $2,512,135 | $2,640,619 |
| VANGUARD TOTAL BOND MARKET ETF | $1,252,148 | $1,042,695 |
| VANGUARD TOTAL INTL BD IDX ETF | $751,254 | $642,555 |
| ZOOMINFO TECHNOLOGIES ORD SHS | $2,375,385 | $385,297 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,674,245 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,673,490 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE BCRED | $965,585 | $994,134 |
| BLACKSTONE REIT INC. TR | $1,000,000 | $1,210,578 |
| BLUE OWL CREDIT INC CORP | $967,317 | $998,956 |
| HP MILLENIUM INTL II | $37,268 | $37,268 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $66,912 | $66,912 |
| Postage/Delivery Service | $76 | $76 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss CASH MONEY MARKET FUND | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $17,359 | Amt |
| Net Investment Income | $17,359 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $111,800 |
| 990-PF Extension for 2023 | $3,600 |