BETA

J A G A CHARITABLE TRUST: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
J A G A CHARITABLE TRUST (EIN 23-7369497)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349200724
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T06:33:44-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Phone9044700105PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16817 Southpoint Pky 1204AddressLine1Txt
CityJacksonvilleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32216ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAllen WithamPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAllenPersonFirstNm
Person LastWithamPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDanny Worrell CPAPreparerPersonNm
PTINP00570336PTIN
Phone9042800771PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$49,263GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$29,615ContributionsGiftsGrantsEtcAmt
Program Service Revenue$19,609ProgramServiceRevenueAmt
Investment Income$39InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$49,263TotalRevenueAmt
Grants And Similar Amounts Paid$48,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$856FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,414OtherExpensesTotalAmt
Total Expenses$50,270TotalExpensesAmt
Excess Or Deficit For Year-$1,007ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$441,325NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$350,000OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$90,318NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$441,325BOYAmt
EOY$90,318EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$441,325BOYAmt
EOY$90,318EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$441,325BOYAmt
EOY$90,318EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeAwarding of college scholarships.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Scholarships for the approved student to attend approved colleges.$48,000$48,000
Provide Annual Dinner for recipients and members.$450
FieldValueIRS element (for citing)
Total Program Service Expenses$48,450TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Allen Witham
Treasurer5.00$0
Steve Booma
Director5.00$0
Wayne StClair
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)
PersonAllen WithamPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16817 Southpoint Pkwy Ste 1204AddressLine1Txt
CityJacksonvilleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32216ZIPCd
FieldValueIRS element (for citing)
Phone9044700105PhoneNum
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$37,562CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,425CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,114CurrentTaxYearMinus1YearAmt
Current Tax Year$19,809CurrentTaxYearAmt
Total$184,556TotalAmt

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$37,562CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,425CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,114CurrentTaxYearMinus1YearAmt
Current Tax Year$19,809CurrentTaxYearAmt
Total$184,556TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$184,556PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$176CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69CurrentTaxYearMinus1YearAmt
Current Tax Year$39CurrentTaxYearAmt
Total$284TotalAmt

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$184,840TotalSupportAmt
Public Support CY1700.99850PublicSupportCY170Pct
Public Support PY1700.99900PublicSupportPY170Pct
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 (6 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: $48000
Other Expenses.1Insurance $760
Other Expenses.2Annual Scholar Dinner $450
Other Expenses.3Paypal Fees $76
Other Expenses.4Office Supplies $67
Other Expenses.5Registration Fee $61

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