JAGANNATHAN CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JAGANNATHAN CHARITABLE TR (EIN 36-7288675)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-01-03
IRS object ID
202330129349100008
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-01-03T15:49:48-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371013611PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUCKER KNEER & ASSOCIATES LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1464AddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP614021464ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367288675EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAGANNATHAN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAGABusinessNameControlTxt
Phone3093433585PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11958 CORNELIAAddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP61401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUBBIA JAGANNATHANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3093433585PhoneNum
Signature2022-01-02SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUBBIAPersonFirstNm
Person LastJAGANNATHANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBEN BURGLANDPreparerPersonNm
PTINP00154092PTIN
Phone3093434156PhoneNum
Preparation2023-01-03PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$430,260FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,512DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,512DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,512DividendsAdjNetIncmAmt
Other Income Rev And Expnss$1,531OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,531OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,531OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$7,051TotalRevAndExpnssAmt
Total Net Invst Incm$7,051TotalNetInvstIncmAmt
Total Adj Net Incm$7,051TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$380LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$380LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$925AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$925AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$36OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$36OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,341TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,341TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,431ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,431ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,772TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,772TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$279ExcessRevenueOverExpensesAmt
Net Investment Income$7,051NetInvestmentIncomeAmt
Adjusted Net Income$7,051AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,494SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,862SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,862SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$517,177OtherInvestmentsBOYAmt
Other Investments EOY$521,088OtherInvestmentsEOYAmt
Other Investments EOYFMV$424,398OtherInvestmentsEOYFMVAmt
Total Assets BOY$526,671TotalAssetsBOYAmt
Total Assets EOY$526,950TotalAssetsEOYAmt
Total Assets EOYFMV$430,260TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$526,671NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$526,950NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$526,671TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$526,950TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$526,671TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$526,950TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$526,671TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$279ExcessRevenueOverExpensesAmt
Subtotal$526,950SubtotalAmt
Tot Net Ast Or Fund Balances EOY$526,950TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$98InvestmentIncomeExciseTaxAmt
Subtotal$98SubtotalAmt
Tax Based On Investment Income$98TaxBasedOnInvestmentIncomeAmt
Tax Due$98TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUBBIA JAGANNATHANIndividualWithBooksNm
Phone3093433585PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11958 CORNELIAAddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP61401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUBBIA JAGANNATHAN
1958 CORNELIAGALESBURGIL61401TRUSTEE000.00$0$0$0
HAMSAVENI K JAGANNATHAN
1958 CORNELIAGALESBURGIL61401TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTIONS TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS (25 OR MORE)Description1Txt
Expenses1$5,431Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$491,067AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,878AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$498,945TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$498,945AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$491,461NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,573MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,772ExpensesAndContributionsAmt
Qualifying Distributions$6,772QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$6,772QualifyingDistributionsAmt
Remaining Distri From Corpus$6,772RemainingDistriFromCorpusAmt
Total Corpus$6,772TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$7,051CurrentYearAmt
Year1$1,224Year1Amt
Year2$15,857Year2Amt
Year3$21,243Year3Amt
Total$45,375TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$5,993CurrentYearAmt
Year1$1,040Year1Amt
Year2$13,478Year2Amt
Year3$18,057Year3Amt
Total$38,568TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$6,772CurrentYearAmt
Year1$7,123Year1Amt
Year2$9,765Year2Amt
Year3$31,753Year3Amt
Total$55,413TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$6,772CurrentYearAmt
Year1$7,123Year1Amt
Year2$9,765Year2Amt
Year3$31,753Year3Amt
Total$55,413TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$430,261CurrentYearAmt
Year1$567,231Year1Amt
Year2$431,043Year2Amt
Year3$528,764Year3Amt
Total$1,957,299TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$430,261CurrentYearAmt
Year1$567,231Year1Amt
Year2$431,043Year2Amt
Year3$528,764Year3Amt
Total$1,957,299TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUBBIA G AND HAMSAVENI K JAGANNATHAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GUIDING EYES
611 GRANITE SPRINGS RDYORKTOWN HEIGHTSNY10598NONEYOUTH SERVICES$150
GALESBURG ROTARY FOUNDATION
PO BOX 68GALESBURGIL61401NONEFOREIGN EXCHANGE STUDENTS$850
SRI VENKATESWARA TEMPLE
1145 SULLIVAN RDAURORAIL60506NONECHARITABLE$501
ST JUDES
262 DANNY THOMAS PLMEMPHISTN38105NONEEDUCATION$100
WORLD VISION
5001 W HARRISON STCHICAGOIL60644NONECHARITABLE$150
SAFE HARBOR
1188 W MAIN STGALESBURGIL61401NONECHARITABLE$600
GUARDIAN ANGELS
1855 WINDISH DRGALESBURGIL61401NONEHUMANE SOCIETY$100
TAMIL NADU FOUNDATION
1700 RODEO DRMESQUITETX75149NONECHARITABLE$700
OTHER ORGANIZATIONS (UNDER 50))
VAROIUS ADDRESSESGALESBURGIL61401NONECHARITABLE$1,905
ALZHEIMERS DISEASE RESEARCH
22512 GATEWAY CENTER DRCLARKSBURGMD20871NONEEDUCATIIONAL$75
CHICAGO BOTANICAL GARDENS
1000 LAKE COOK RDGLENCOEIL60022NONECHARITABLE$200
MADD
1127 S LARAMIE STMATHERSVUKKEIL61263NONECHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,431TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,512ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Exclusion14ExclusionCd
Exclusion$1,531ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,051ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,051TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$925Amt
Disbursements Charitable Prps$925DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$521,088BookValueAmt
EOYFMV$424,398EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$380LegalFeesAmt
Disbursements Charitable Prps$380DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
FILING FEES$15$15
OFFICE EXPENSE$21$21

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$1,531RevenueAndExpensesPerBooksAmt
Net Investment Income$1,531NetInvestmentIncomeAmt
Adjusted Net Income$1,531AdjustedNetIncomeAmt

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