Civic Intelligence

Jaggers Family Foundation

990PF • Fiscal year 2021 • EIN 84-3114220

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 30, 2022

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

317%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$28,177,455

Up $6,296,944 (+29%) from 2020

Net Assets

Up

$28,177,455

Up $6,296,944 (+29%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin96th percentile

Revenue

Up

$7,082,564

Up $5,383,496 (+317%) from 2020

Expenses

Up

$785,620

Up $46,087 (+6.2%) from 2020

Net Income

Up

$6,296,944

Up $5,337,409 (+556%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2019: $20,920,976Liabilities 2019: $02019Assets 2020: $21,880,511Liabilities 2020: $1Net Assets 2020: $21,880,5112020Assets 2021: $28,177,455Liabilities 2021: $1Net Assets 2021: $28,177,4552021Assets 2022: $27,462,563Liabilities 2022: $1Net Assets 2022: $27,462,5632022Assets 2023: $26,203,703Liabilities 2023: $1Net Assets 2023: $26,203,7032023Assets 2024: $53,218,102Liabilities 2024: $0Net Assets 2024: $53,218,1022024

Highlighted filing

2021

Assets$28,177,455
Liabilities$1
Net Assets$28,177,455
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2019: $20,920,976Expenses 2019: $0Net Income 2019: $20,920,9762019Revenue 2020: $1,699,068Expenses 2020: $739,533Net Income 2020: $959,5352020Revenue 2021: $7,082,564Expenses 2021: $785,620Net Income 2021: $6,296,9442021Revenue 2022: $620,251Expenses 2022: $1,335,143Net Income 2022: -$714,8922022Revenue 2023: $963,703Expenses 2023: $2,222,563Net Income 2023: -$1,258,8602023Revenue 2024: $29,129,171Expenses 2024: $2,114,772Net Income 2024: $27,014,3992024

Highlighted filing

2021

Revenue$7,082,564
Expenses$785,620
Net Income$6,296,944
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 30, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kurt R JaggersDir, Pres, Sec, Treas-$0--
Suzanne JaggersDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jaggers Family Foundation
EIN
84-3114220
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Kurt Jaggers
Title
President
Phone
8008391754
Signed
2022-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix386 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FII - NATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SECOND HARVEST OF SILICON VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 71363
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24001 N 1ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295134
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0650000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0360202
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0350441
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01340101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0710643
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0979899
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0350441
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jaggers Family Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O Kurt Jaggers 2 Blue Oaks Court
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Portola Valley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094028
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05615267
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum81
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum91
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum101
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum111
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum121
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum131
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0230929
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1126440
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2134645
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt357846
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4162394
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt525505
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt671582
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt794877
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt8230336
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt947292
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1071706
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1122689
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1219792
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt134319234
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc010X GENOMICS CLASS A TXG, 1333 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc110X GENOMICS CLASS A TXG, 667 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2PULMONX ORD SHS LUNG, 3106 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3NURIX THERAPEUTICS, INC NRIX, 2233 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4KEROS THERAPEUTICS INC KROS, 3032 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5OLEMA PHARMACEUTICALS INC OLMA, 954 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6RELAY THERAPEUTICS INC RLAY, 2245 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7ALX ONCOLOGY HOLDINGS INC ALXO, 1684 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc810X GENOMICS CLASS A TXG, 1333 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9PFIZER INC PFE, 1200 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc10AMGEN INC AMGN, 300 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11JAZZ PHARMACEUTICALS INC JAZZ, 125 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12INSMED INC COM DE INSM, 720 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13ZOOMINFO TECHNOLOGIES ORD SHS CLASS A ZI, 66660 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-01-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-04-19
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-04-19
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32021-05-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42021-05-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52021-05-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62021-05-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72021-05-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82021-05-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92021-06-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt102021-06-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt112021-06-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt122021-06-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt132021-08-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage/Delivery Service
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt060582
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060582
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03289
TaxesSchedule/TaxesDetail/Amt065200
TaxesSchedule/TaxesDetail/Amt1188
TaxesSchedule/TaxesDetail/Amt26300
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2021
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2020
TaxesSchedule/TaxesDetail/CategoryTxt2990-PF Extension for 2020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT JAGGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jaggers Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAGG
ReturnHeader/Filer/EIN0843114220
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-07-07T11:25:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KURT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAGGERS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,177,455
Liabilities
$1
Net assets
$28,177,455
Revenue
$7,082,564
Expenses
$785,620
Net income
$6,296,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$29.1$2.11$27.0
2023Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$0.96$2.22$1.26
2022Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$0.62$1.34$0.71
2021Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$7.08$0.79$6.30
2020Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$1.70$0.74$0.96
2019Summary only. Only limited summary data is available for this year.$20.9$0.00$20.9$0.00$20.9