BETA

J A R CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
J A R CHARITABLE FOUNDATION INC (EIN 35-2125298)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-01-25
IRS object ID
202220259349100402
Schema version
2020v4.1
Note
A later return for the same period supersedes this one.
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)
Return2022-01-25T10:48:50-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813814199PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Trinity Tax & 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 Begin2020-01-01TaxPeriodBeginDt

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 ControlJARCBusinessNameControlTxt

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
Signature2022-01-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

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
Preparation2022-01-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$201,155FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,600ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,991DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,991DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,991DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$881NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$881CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,472TotalRevAndExpnssAmt
Total Net Invst Incm$2,872TotalNetInvstIncmAmt
Total Adj Net Incm$1,991TotalAdjNetIncmAmt
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$8,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,772ExcessRevenueOverExpensesAmt
Net Investment Income$2,872NetInvestmentIncomeAmt
Adjusted Net Income$1,991AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$16,602SavAndTempCashInvstEOYAmt
Corporate Stock BOY$177,106CorporateStockBOYAmt
Corporate Stock EOY$169,270CorporateStockEOYAmt
Corporate Stock EOYFMV$201,155CorporateStockEOYFMVAmt
Total Assets BOY$177,106TotalAssetsBOYAmt
Total Assets EOY$185,872TotalAssetsEOYAmt
Total Assets EOYFMV$201,155TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$177,106NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$185,872NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$177,106TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$185,872TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$177,106TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$185,872TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$177,106TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,772ExcessRevenueOverExpensesAmt
Other Increases$7,277OtherIncreasesAmt
Subtotal$201,155SubtotalAmt
Tot Net Ast Or Fund Balances EOY$201,155TotNetAstOrFundBalancesEOYAmt

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
Acquired2019-12-01AcquiredDt
Sold2020-12-31SoldDt
FieldValueIRS element (for citing)
Capital Gain Net Income$881CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$40InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$40SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$40TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$40TotalPaymentsAndCreditsAmt
Original Return Tax Paid$40OriginalReturnTaxPaidAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
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 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
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 WayneIN46825PRESIDENT2.00$0$0$0
EDWARD KODAY
2815 MEADOW STREAMFort WayneIN46825DIRECTOR0.00$0$0$0
MARK KODAY
2815 MEADOW STREAMFort WayneIN46825DIRECTOR0.00$0$0$0
DIANE KODAY
2815 MEADOW STREAMFort WayneIN46825DIRECTOR0.00$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)
Description1GRANTS TO I THINK THEREFORE I AM CIVIC ASSOCIATION SLOVAKIA 3Description1Txt
Expenses1$2,500Expenses1Amt
Description2CATHOLIC CHARITIESDescription2Txt
Expenses2$3,100Expenses2Amt
Description3CATHOLIC RELIEF SERVICESDescription3Txt
Expenses3$3,100Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$176,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,278AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$189,130TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$189,130AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,837CashDeemedCharitableAmt
Net Vl Noncharitable Assets$186,293NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,315MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,315MinimumInvestmentReturnAmt
Tax Based On Investment Income$40TaxBasedOnInvestmentIncomeAmt
Total Tax$40TotalTaxAmt
Distributable Before Adj$9,275DistributableBeforeAdjAmt
Distributable Before Ded$9,275DistributableBeforeDedAmt
Distributable As Adjusted$9,275DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,700ExpensesAndContributionsAmt
Qualifying Distributions$8,700QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,275DistributableAsAdjustedAmt
Qualifying Distributions$8,700QualifyingDistributionsAmt
Applied To Current Year$8,700AppliedToCurrentYearAmt
Undistributed Income CY$575UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES KODAYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12815 MEADOW STREAMAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2604849922RecipientPhoneNum
Form And Info And MaterialsAPPLICATION FORM INCLUDES REQUESTS FOR GENERAL INFORMATION, ACADEMIC STANDING, FINANCIAL NEED, EMPLOYMENTS, EXTRACURRICULAR ACTIVITIES, ETC.FormAndInfoAndMaterialsTxt
Submission DeadlinesMAY 30 FOR SCHOLARSHIPSSubmissionDeadlinesTxt
Restrictions On AwardsEASTERN EUROPEAN CITIZENS WITH RESPECT TO (i) SCHOLARSHIPS GRANTS AND (ii) EDUCATIONAL ORGANIZATIONS. PLUS SECTION 501(C)(3)ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
I THINK THEREFORE I AMCIVIC ASSOC
JAROSLAV VARCHOLA PARTIZANSKA 32HUMENNEHUMENNELO066 01NONESCHOLARSHIPS$2,500
CATHOLIC CHARITIES
NONEOPERATING$3,100915 S CLINTON STREETFort WayneIN46802
CATHOLIC RELIEF SERVICES
NONEOPERATING$3,100228 W LEXINGTON STBaltimoreMD21201
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,991ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$881ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,872ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,872TotalIncomeProducingActyAmt

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$22,600TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAMERICAN CENTURY INVESTMENTSStockNm
EOY Book Value$169,270EOYBookValueAmt
EOYFMV$201,155EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$7,277Amt

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