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J A G A CHARITABLE TRUST: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
J A G A CHARITABLE TRUST (EIN 23-7369497)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-19
IRS object ID
202532319349200208
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-19T07:01:56-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593263543PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RW WealthBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1818 A1A N Ste 100AddressLine1Txt
CityPonte Vedra BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32082ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237369497EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAGA Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAGABusinessNameControlTxt
Phone9045107633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1130 Corridor Rd Unit 525AddressLine1Txt
CityPonte Vedra BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRonald SmithPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2025-08-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDarlene Westberry CPAPreparerPersonNm
PTINP03310793PTIN
Phone9042800771PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$155,030GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$120,609ContributionsGiftsGrantsEtcAmt
Program Service Revenue$26,018ProgramServiceRevenueAmt
Investment Income$8,403InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$155,030TotalRevenueAmt
Grants And Similar Amounts Paid$73,100GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,263FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$483PrintingPublicationsPostageAmt
Other Expenses Total$5,691OtherExpensesTotalAmt
Total Expenses$80,537TotalExpensesAmt
Excess Or Deficit For Year$74,493ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$217,731NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$2,673OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$294,897NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$217,731BOYAmt
EOY$294,897EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$217,731BOYAmt
EOY$294,897EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$217,731BOYAmt
EOY$294,897EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeAwarding of college scholarships.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
Scholarships for the approved student to attend approved colleges.$73,100
Provide Annual Dinner for recipients and members.$3,925
FieldValueIRS element (for citing)
Total Program Service Expenses$77,025TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Ronald Smith
Treasurer5.00$0
Joseph Grippi
Director5.00$0
Wayne St Clair
Director5.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRon SmithPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1818 A1A N Suite 104AddressLine1Txt
CityPonte Vedra BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32082ZIPCd
FieldValueIRS element (for citing)
Phone9045107633PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,809CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,990CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,880CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144,897CurrentTaxYearMinus1YearAmt
Current Tax Year$120,609CurrentTaxYearAmt
Total$385,185TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,809CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,990CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,880CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144,897CurrentTaxYearMinus1YearAmt
Current Tax Year$120,609CurrentTaxYearAmt
Total$385,185TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$385,185PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,593CurrentTaxYearMinus1YearAmt
Current Tax Year$8,403CurrentTaxYearAmt
Total$10,203TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$395,388TotalSupportAmt
Public Support CY1700.97420PublicSupportCY170Pct
Public Support PY1700.99420PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1| Donee's Name: Scholarship Payments | Relationship of Donee: None | Cash Amount Given: $73100
Other Expenses.1002Office Expenses $219
Other Expenses.1012Insurance $634
Other Expenses.1Annual Dinner $2758
Other Expenses.2Celebration of Golf Expense $997
Other Expenses.3Merchant Service Fees $740
Other Expenses.5Business Registration Fees $195
Other Expenses.7QGiv Fees $88
Other Expenses.8Bank Charges $60

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