JAGANNATHAN CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAGANNATHAN CHARITABLE TR (EIN 36-7288675)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2021-11-11
- IRS object ID
- 202133159349103458
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T15:33:11-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371013611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUCKER KNEER & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1464 | AddressLine1Txt |
| City | GALESBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 614021464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367288675 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAGANNATHAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAGA | BusinessNameControlTxt |
| Phone | 3093433585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1958 CORNELIA | AddressLine1Txt |
| City | GALESBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUBBIA JAGANNATHAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3093433585 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUBBIA | PersonFirstNm |
| Person Last | JAGANNATHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEN BURGLAND | PreparerPersonNm |
| PTIN | P00154092 | PTIN |
| Phone | 3093434156 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $567,231 | 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 | $115,065 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,223 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,223 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,184 | GrossSalesPriceAmt |
| Total Rev And Expnss | $131,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,224 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,224 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $895 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $280 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $77 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $937 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,186 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,186 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $124,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,189 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,224 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,494 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $375,537 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $517,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $557,737 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $402,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $526,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $567,231 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $402,397 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $526,671 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $402,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $526,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $526,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $402,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $124,274 | ExcessRevenueOverExpensesAmt |
| Subtotal | $526,671 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $526,671 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17 | SubtotalAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $17 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | SUBBIA JAGANNATHAN | IndividualWithBooksNm |
| Phone | 3093433585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1958 CORNELIA | AddressLine1Txt |
| City | GALESBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61401 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| SUBBIA JAGANNATHAN | ||||||||
| 1958 CORNELIA | GALESBURG | IL | 61401 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| HAMSAVENI K JAGANNATHAN | ||||||||
| 1958 CORNELIA | GALESBURG | IL | 61401 | TRUSTEE | 000.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS (25 OR MORE) | Description1Txt |
| Expenses1 | $6,186 | Expenses1Amt |
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 | $443,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $449,995 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $449,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $443,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,123 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,123 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,123 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $7,123 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $7,123 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,123 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,224 | CurrentYearAmt |
| Year1 | $15,857 | Year1Amt |
| Year2 | $21,243 | Year2Amt |
| Year3 | $21,760 | Year3Amt |
| Total | $60,084 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,040 | CurrentYearAmt |
| Year1 | $13,478 | Year1Amt |
| Year2 | $18,057 | Year2Amt |
| Year3 | $18,496 | Year3Amt |
| Total | $51,071 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,123 | CurrentYearAmt |
| Year1 | $9,765 | Year1Amt |
| Year2 | $31,753 | Year2Amt |
| Year3 | $23,742 | Year3Amt |
| Total | $72,383 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,123 | CurrentYearAmt |
| Year1 | $9,765 | Year1Amt |
| Year2 | $31,753 | Year2Amt |
| Year3 | $23,742 | Year3Amt |
| Total | $72,383 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $567,231 | CurrentYearAmt |
| Year1 | $431,043 | Year1Amt |
| Year2 | $528,764 | Year2Amt |
| Year3 | $482,821 | Year3Amt |
| Total | $2,009,859 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $567,231 | CurrentYearAmt |
| Year1 | $431,043 | Year1Amt |
| Year2 | $528,764 | Year2Amt |
| Year3 | $482,821 | Year3Amt |
| Total | $2,009,859 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUBBIA G AND HAMSAVENI K JAGANNATHA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GUIDING EYES | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | YOUTH SERVICES | $150 |
| GALESBURG ROTARY FOUNDATION | ||||||
| PO BOX 68 | GALESBURG | IL | 61401 | NONE | FOREIGN EXCHANGE STUDENTS | $1,250 |
| SRI VENKATESWARA TEMPLE | ||||||
| 1145 SULLIVAN RD | AURORA | IL | 60506 | NONE | CHARITABLE | $501 |
| AIM FOR SEVA | ||||||
| 651 STATE RTE 115 | SAYLORSBURG | PA | 18353 | NONE | EDUCATION | $100 |
| CARL SANDBURG COLLEGE FOUND | ||||||
| 2400 TOM WILSON BLVD | GALESBURG | IL | 61401 | NONE | CHARITABLE | $250 |
| FAMILY PLANNING WESTERN IL | ||||||
| 311 E MAIN ST | GALESBURG | IL | 61401 | NONE | CHARITABLE | $100 |
| HERATH FOUNDATION | ||||||
| 2716 EDWARD DR | ST CLOUD | MN | 56301 | NONE | CHARITY | $1,000 |
| WORLD VISION | ||||||
| 5001 W HARRISON ST | CHICAGO | IL | 60644 | NONE | CHARITABLE | $200 |
| SAFE HARBOR | ||||||
| 1188 W MAIN ST | GALESBURG | IL | 61401 | NONE | CHARITABLE | $350 |
| ALTRUSA CLUB | ||||||
| 625 N PRAIRIE ST | GALESBURG | IL | 61401 | NONE | CHARITABLE | $250 |
| GALESBURG PUBLIC LIBRARY FOUND | ||||||
| 200 E MAIN ST | GALESBURG | IL | 61401 | NONE | CHARITABLE | $100 |
| GUARDIAN ANGELS | ||||||
| 1855 WINDISH DR | GALESBURG | IL | 61401 | NONE | HUMANE SOCIETY | $250 |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | CHARITABLE | $105 |
| TAMIL NADU FOUNDATION | ||||||
| 1700 RODEO DR | MESQUITE | TX | 75149 | NONE | CHARITABLE | $200 |
| EASTERN ILLINOIS UNIVERSITY | ||||||
| 600 LINCOLN AVE | CHARLESTON | IL | 61920 | NONE | EDUCATIONAL | $150 |
| ISHA VIDHYA | ||||||
| 951 ISHA LANE | MCMINNVILLE | TN | 37110 | NONE | EDUCATIONAL | $310 |
| AAPI FOUNDATION | ||||||
| 600 ENTERPRISE DR | OAK BROOKS | IL | 60523 | NONE | CHARITABLE | $150 |
| VIDYALAYA FOUNDATION | ||||||
| P O BOX 821369 | HOUSTON | TX | 77282 | NONE | EDUCATIIONAL | $470 |
| TAMIL ASSOCIATION OF PEORIA | ||||||
| MAIN ST | DUNLAP | IL | 61525 | NONE | CHARITABLE | $200 |
| AFRICAN MISSION HEALTH | ||||||
| 1127 S LARAMIE ST | PEORIA | IL | 61605 | NONE | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,186 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,423 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,224 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,423 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,647 | 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 | SUBBIA JAGANNATHAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1958 CORNELIA DR | AddressLine1Txt |
| City | GALESBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $115,065 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS COMMON STOCKS | NoncashPropertyDesc |
| Fair Market Value | $115,065 | FairMarketValueAmt |
| Received | 2020-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $895 | Amt |
| Disbursements Charitable Prps | $895 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| QUALYS INC -100 SH | 2020-06 | PURCHASE | 2020-12 | $12,224 | $10,500 | $1,724 |
| CAMPBELL SOUP CO -101.453 SH | 2020-05 | PURCHASE | 2020-11 | $5,072 | $5,035 | $37 |
| FIVERR INTL - 100 SH | 2020-05 | PURCHASE | 2020-10 | $16,963 | $5,000 | $11,963 |
| MICROSOFT - .341 SH | 1950-05 | PURCHASE | 2020-12 | $75 | $73 | $2 |
| VNGRD HGH DIV LTD - .896 SH | 2020-05 | PURCHASE | 2020-08 | $82 | $70 | $12 |
| VNGRD MEGA CAP GRWTH ETF -0.71 SH | 2020-09 | PURCHASE | 2020-12 | $14 | $13 | $1 |
| VNGRD S&P 500 ETF - .925 SH | 2020-09 | PURCHASE | 2020-12 | $316 | $275 | $41 |
| SPOTIFY TECH - 50 SH | 2020-07 | PURCHASE | 2021-03 | $14,500 | $12,250 | $2,250 |
| ISHARES US ETF TR - 100 SH | 2020-04 | PURCHASE | 2020-08 | $5,013 | $5,015 | -$2 |
| SPOTIFY TECH -50 SH | 2020-07 | PURCHASE | 2020-08 | $11,000 | $12,250 | -$1,250 |
| TESLA INC - 5 SH | 2020-05 | PURCHASE | 2020-09 | $3,925 | $3,280 | $645 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $517,177 | BookValueAmt |
| EOYFMV | $557,737 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FILING FEES | $15 | $15 | |
| OFFICE EXPENSE | $27 | $27 | |
| OTHER FEES | $35 | $35 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX -INVEST INCOME | CategoryTxt |
| Amt | $280 | Amt |
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