BETA

J A R CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
J A R CHARITABLE FOUNDATION INC (EIN 35-2125298)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-04
IRS object ID
202201249349101115
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-04T13:18:03-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813814199PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Trinity Tax and Trust Services LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1429 E Dupont Road Box 248AddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352125298EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAR CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJARBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12815 MEADOW STREAMAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES KODAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2604849922PhoneNum
Signature2022-05-02SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastKODAYPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDale Scott WagonerPreparerPersonNm
PTINP01975046PTIN
Phone2604139094PhoneNum
Preparation2022-05-04PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$265,297FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,166DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,166DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,166DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$10,474NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,474GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,474CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,640TotalRevAndExpnssAmt
Total Net Invst Incm$21,640TotalNetInvstIncmAmt
Total Adj Net Incm$11,166TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,600TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,040ExcessRevenueOverExpensesAmt
Net Investment Income$21,640NetInvestmentIncomeAmt
Adjusted Net Income$11,166AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,602SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,002SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,002SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$169,270CorporateStockBOYAmt
Corporate Stock EOY$190,910CorporateStockEOYAmt
Corporate Stock EOYFMV$243,295CorporateStockEOYFMVAmt
Total Assets BOY$185,872TotalAssetsBOYAmt
Total Assets EOY$212,912TotalAssetsEOYAmt
Total Assets EOYFMV$265,297TotalAssetsEOYFMVAmt
Grants Payable EOY$4,000GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$185,872NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$208,912NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$185,872TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$208,912TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$185,872TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$212,912TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$185,872TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,040ExcessRevenueOverExpensesAmt
Subtotal$208,912SubtotalAmt
Tot Net Ast Or Fund Balances EOY$208,912TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyALL CAPITAL GAIN DISTRIBUTIONSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-12-31AcquiredDt
Sold2021-12-31SoldDt
Gross Sales Price$10,474GrossSalesPriceAmt
Gain Or Loss$10,474GainOrLossAmt
Gains Minus Excess Or Losses$10,474GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,474CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$301InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$301SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$301TaxBasedOnInvestmentIncomeAmt
Tax Due$301TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksJAMES KODAYIndividualWithBooksNm
Phone2604849922PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12815 MEADOW STREAMAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12020UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES KODAY
2815 MEADOW STREAMFort WayneIN46825PRESIDENT1.00$0$0$0
JANICE A KODAY
2815 MEADOW STREAMFort WayneIN46825DIRECTOR0.10$0$0$0
REBECCA L KIEL
5617 HOPKINTON DRFort WayneIN46814DIRECTOR0.10$0$0$0
JULIE E GEARY
7422 LOCKWILL COURTMaumeeOH43537DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CATHOLIC CHARITIESDescription1Txt
Expenses1$2,400Expenses1Amt
Description2MATTHEW 25Description2Txt
Expenses2$800Expenses2Amt
Description3ALLEN COUNTY PUBLIC LIBRARY FOUNDATIONDescription3Txt
Expenses3$800Expenses3Amt
Description4TOLEDO ZOODescription4Txt
Expenses4$800Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$213,924AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,302AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$233,226TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$233,226AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,498CashDeemedCharitableAmt
Net Vl Noncharitable Assets$229,728NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,486MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,486MinimumInvestmentReturnAmt
Tax Based On Investment Income$301TaxBasedOnInvestmentIncomeAmt
Total Tax$301TotalTaxAmt
Distributable Before Adj$11,185DistributableBeforeAdjAmt
Distributable Before Ded$11,185DistributableBeforeDedAmt
Distributable As Adjusted$11,185DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,600ExpensesAndContributionsAmt
Qualifying Distributions$9,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,185DistributableAsAdjustedAmt
Undistributed Income PY$575UndistributedIncomePYAmt
Qualifying Distributions$9,600QualifyingDistributionsAmt
Applied To Year1$575AppliedToYear1Amt
Applied To Current Year$9,025AppliedToCurrentYearAmt
Undistributed Income CY$2,160UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES KODAYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC CHARITIES
915 S CLINTONFort WayneIN46802NONEOPERATING$2,400
TOLEDO ZOO
2 HIPPO WAYToledoOH43609NONEOPERATING$800
PREGNANCY CENTERS OF GREATER TOLEDO
716 N WESTWOODToledoOH43607NONEOPERATING$800
CATHOLIC CHARITIES-DIOCESE OF TOLED
1933 SPIELBUSCH AVEToledoOH43604NONEOPERATING$800
COMMUNITY HARVEST FOOD BANK
999 E TILLMAN RDFort WayneIN46816NONEOPERATING$800
MATTHEW 25
413 E JEFFERSONFort WayneIN46802NONEOPERATING$800
ACRES LAND TRUST
1802 CHAPMAN RDHuntertownIN46748NONEOPERATING$800
ALLEN COUNTY PUBLIC LIBRARY
900 LIBRARY PLACEFort WayneIN46802NONEOPERATING$800
COMMUNITY FOUNDATION OF GREATER FW
555 E WAYNE STFort WayneIN46802NONEOPERATING$800
FWCS FOUNDATION
1200 S CLINTON STFort WayneIN46802NONEOPERATING$800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,166ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,474ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,640ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,640TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES KODAYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12815 MEADOW STREAMAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAMERICAN CENTURY INVESTMENTSStockNm
EOY Book Value$190,910EOYBookValueAmt
EOYFMV$243,295EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJAMES KODAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12815 MEADOW STREAMAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.