JAGANNATHAN CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JAGANNATHAN CHARITABLE TR (EIN 36-7288675)
Tax period
2024-10-01 to 2025-09-30
Filed
2025-11-20
IRS object ID
202533249349100623
Schema version
2024v5.0
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)
Return2025-11-20T16:31:36-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371013611PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUCKER KNEER & ASSOCIATES LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1464AddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP614021464ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367288675EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAGANNATHAN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAGABusinessNameControlTxt
Phone3093433585PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11958 CORNELIAAddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP61401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUBBIA JAGANNATHANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3093433585PhoneNum
Signature2025-11-17SignatureDt
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 PersonBEN BURGLANDPreparerPersonNm
PTINP00154092PTIN
Phone3093434156PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$683,221FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,420InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,420InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,420InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,163DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,163DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,163DividendsAdjNetIncmAmt
Other Income Rev And Expnss$185OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$185OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$13,768TotalRevAndExpnssAmt
Total Net Invst Incm$13,583TotalNetInvstIncmAmt
Total Adj Net Incm$13,768TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$860AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$860AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$218TaxesRevAndExpnssAmt
Taxes Net Invst Incm$218TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,093TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$218TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$875TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,426ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,426ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,519TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$218TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,301TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,249ExcessRevenueOverExpensesAmt
Net Investment Income$13,365NetInvestmentIncomeAmt
Adjusted Net Income$13,768AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$191,960SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$169,917SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$169,917SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$280,625OtherInvestmentsBOYAmt
Other Investments EOY$305,325OtherInvestmentsEOYAmt
Other Investments EOYFMV$513,304OtherInvestmentsEOYFMVAmt
Total Assets BOY$472,585TotalAssetsBOYAmt
Total Assets EOY$475,242TotalAssetsEOYAmt
Total Assets EOYFMV$683,221TotalAssetsEOYFMVAmt
Accounts Payable EOY$408AccountsPayableEOYAmt
Total Liabilities EOY$408TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$472,585NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$474,834NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$472,585TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$474,834TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$472,585TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$475,242TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$472,585TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,249ExcessRevenueOverExpensesAmt
Subtotal$474,834SubtotalAmt
Tot Net Ast Or Fund Balances EOY$474,834TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$186InvestmentIncomeExciseTaxAmt
Subtotal$186SubtotalAmt
Tax Based On Investment Income$186TaxBasedOnInvestmentIncomeAmt
Tax Due$186TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUBBIA JAGANNATHANIndividualWithBooksNm
Phone3093433585PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11958 CORNELIAAddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP61401ZIPCd
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
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUBBIA JAGANNATHAN
1958 CORNELIAGALESBURGIL61401TRUSTEE000.00$0$0$0
HAMSAVENI K JAGANNATHAN
1958 CORNELIAGALESBURGIL61401TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTIONS TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS (25 OR MORE)Description1Txt
Expenses1$10,426Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$456,353AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$180,938AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$637,291TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$637,291AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,559CashDeemedCharitableAmt
Net Vl Noncharitable Assets$627,732NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,387MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,301ExpensesAndContributionsAmt
Qualifying Distributions$11,301QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$11,301QualifyingDistributionsAmt
Remaining Distri From Corpus$11,301RemainingDistriFromCorpusAmt
Total Corpus$11,301TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$13,768CurrentYearAmt
Year1$15,851Year1Amt
Year2$8,821Year2Amt
Year3$7,051Year3Amt
Total$45,491TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$11,703CurrentYearAmt
Year1$13,473Year1Amt
Year2$7,498Year2Amt
Year3$5,993Year3Amt
Total$38,667TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$11,301CurrentYearAmt
Year1$11,601Year1Amt
Year2$7,414Year2Amt
Year3$6,772Year3Amt
Total$37,088TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$11,301CurrentYearAmt
Year1$11,601Year1Amt
Year2$7,414Year2Amt
Year3$6,772Year3Amt
Total$37,088TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$682,221CurrentYearAmt
Year1$592,362Year1Amt
Year2$490,263Year2Amt
Year3$430,261Year3Amt
Total$2,195,107TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$682,221CurrentYearAmt
Year1$592,362Year1Amt
Year2$490,263Year2Amt
Year3$430,261Year3Amt
Total$2,195,107TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUBBIA G AND HAMSAVENI K JAGANNATHAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AIM FOR SEVA
19351 W WASHINGTON STGRAYSLAKEIL60030NONECHARITABLE$500
WORLD VISION
5001 W HARRISON STCHICAGOIL60644NONECHARITABLE$250
OTHER ORGANIZATIONS (UNDER 101))
VAROIUS ADDRESSESGALESBURGIL61401NONECHARITABLE$3,076
HERATH FOUNDATION
2716 EDWARD DRSAINT CLOUDMN563014574NONECHARITABLE$1,000
MADD
1127 S LARAMIE STMATHERSVUKKEIL61263NONECHARITABLE$100
YMCA
1324 WEST CARL SANDBURGGALESBURGIL61401NONECHARITABLE$5,000
JANE GOODALL FOUNDATION
1595 SPRING HILL ROADVIENNAVA22182NONECHARITABLE$250
HIM ACADAMY PUBLIC SCHOOL
VIDAS NAGAR SALASIHIMACHAL PRADESHIL61401NONECHARITABLE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,426TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,420ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,163ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCREDIT CARD REBATEDesc
Exclusion1ExclusionCd
Exclusion$185ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,768ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,768TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$860Amt
Disbursements Charitable Prps$860DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$305,325BookValueAmt
EOYFMV$513,304EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
FILING FEES$15$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCREDIT CARD REBATEDesc
Revenue And Expenses Per Books$185RevenueAndExpensesPerBooksAmt
Adjusted Net Income$185AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX -INVEST INCOMECategoryTxt
Amt$218Amt
Net Investment Income$218NetInvestmentIncomeAmt

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