STRATEGY STUDIO / PUBLIC DATA EXPLORER

J O G FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
J O G FAMILY FOUNDATION (EIN 20-1959702)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202421349349104552
Schema version
2023v5.0
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)
Return2024-05-13T14:38:15-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113350608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YECHIEL E GROSSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11164 58 STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201959702EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOG FAMILY FOUNDATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOGFBusinessNameControlTxt
Phone7184356436PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11140 57TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABRAHAM OSTREICHERPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstABRAHAMPersonFirstNm
Person LastOSTREICHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonY E GROSSPreparerPersonNm
PTINP00542034PTIN
Phone7189721002PhoneNum
Self EmployedYes (X)SelfEmployedInd

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)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$134,132FMVAssetsEOYAmt
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$129InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$129InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$129InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,344DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,344DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,344DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$17,069NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$38,654GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,069CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,542TotalRevAndExpnssAmt
Total Net Invst Incm$21,542TotalNetInvstIncmAmt
Total Adj Net Incm$4,473TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$80TaxesRevAndExpnssAmt
Taxes Net Invst Incm$80TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$830TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$830TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,704ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,704ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,534TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$830TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,704TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,992ExcessRevenueOverExpensesAmt
Net Investment Income$20,712NetInvestmentIncomeAmt
Adjusted Net Income$4,473AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,779CashBOYAmt
Cash EOY$7,353CashEOYAmt
Cash EOYFMV$7,353CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,521SavAndTempCashInvstBOYAmt
Corporate Stock BOY$174,979CorporateStockBOYAmt
Corporate Stock EOY$126,779CorporateStockEOYAmt
Corporate Stock EOYFMV$126,779CorporateStockEOYFMVAmt
Total Assets BOY$185,279TotalAssetsBOYAmt
Total Assets EOY$134,132TotalAssetsEOYAmt
Total Assets EOYFMV$134,132TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$185,279CapitalStockBOYAmt
Capital Stock EOY$134,132CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$185,279TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$134,132TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$185,279TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$134,132TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$185,279TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,992ExcessRevenueOverExpensesAmt
Subtotal$170,287SubtotalAmt
Other Decreases$36,155OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$134,132TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY SHORT TERMP2023-01-012023-12-01$1,397$1,523-$126-$126
FIDELITY LONG TERMP2020-01-012023-12-01$10,092$12,733-$2,641-$2,641
FIDELITY LONG TERMP2020-01-012023-12-01$27,165$7,329$19,836$19,836
FieldValueIRS element (for citing)
Capital Gain Net Income$17,069CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$126NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$288InvestmentIncomeExciseTaxAmt
Subtotal$288SubtotalAmt
Tax Based On Investment Income$288TaxBasedOnInvestmentIncomeAmt
Tax Due$288TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ABRAHAM OSTREICHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7184356436PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11140 57TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ABRAHAM OSTREICHER
1140 57TH STREETBROOKLYNNY11219Trustee2.00$0
MINDY SNOW
1194 EAST 19TH STREETBROOKLYNNY11230Trustee1.00$0
DEVORAH WEINMAN
1458 EAST 7TH STREETBROOKLYNNY11230Trustee1.00$0
GOLDIE OSTREICHER
1020 EAST 27TH STREETBROOKLYNNY11210Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,827AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$150,879FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$159,706TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$159,706AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,396CashDeemedCharitableAmt
Net Vl Noncharitable Assets$157,310NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,866MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,866MinimumInvestmentReturnAmt
Tax Based On Investment Income$288TaxBasedOnInvestmentIncomeAmt
Total Tax$288TotalTaxAmt
Distributable Before Adj$7,578DistributableBeforeAdjAmt
Distributable Before Ded$7,578DistributableBeforeDedAmt
Distributable As Adjusted$7,578DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,704ExpensesAndContributionsAmt
Qualifying Distributions$35,704QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,578DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,110ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$22,391ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,414ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$30,189ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,894ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$96,998TotalExcessDistributionCyovAmt
Qualifying Distributions$35,704QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,578AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,126RemainingDistriFromCorpusAmt
Total Corpus$125,124TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,110ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$99,014ExcessDistriCyovToNextYrAmt
Excess From Year4$22,391ExcessFromYear4Amt
Excess From Year3$16,414ExcessFromYear3Amt
Excess From Year2$30,189ExcessFromYear2Amt
Excess From Year1$1,894ExcessFromYear1Amt
Excess From Current Year$28,126ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONG KAHAL OHR HACHAIM
1424 49Th STREETBROOKLYNNY11219NONE501 (C)3CHARITABLE$6,450
VARIOUS LOCAL CHARITIES UNDER 1000
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$7,954
MIRRER YESHIVA HIGH SCHOOL
1791OCEAN PKWYBROOKLYNNY11223NONE501 (C)3RELIGOUS & CHARITABLE$2,000
YESHIVAS OHR HATORAH INC
54 WHISPERING PINES LNLAKEWOODNJ08701NONE501 (C)3CHARITABLE$3,600
KOLEL MATEH EFRAIM
1264 56TH STBROOKLYNNY11219NONE501 (C)3CHARITABLE$250
RABBI MEIR BAAL HANESS SHAREI TZION
3014 AVENUE LBROOKLYNNY11210NONE501 (C)3CHARITABLE$532
ROFEH CHOLIM CANCER SOCIETY INC
768 BEDFORD AVEBROOKLYNNY11205NONE501 (C)3CHARITABLE$103
YESHIVA OHR YEHUDA
1839 NEW CENTRAL AVELAKEWOODNJ08701NONE501 (C)3CHARITABLE$360
KEHILLAS HEARTHSTONE
911 HEARTHSTONE DRLAKEWOODNJ08701NONE501 (C)3CHARITABLE$400
PRIORITY-1
PO BOX 486CEDARHURSTNY11516NONE501 (C)3CHARITABLE$2,600
YESHIVA EVEN YISROEL
66 NEIMAN RDLAKEWOODNJ08701NONE501 (C)3RELIGIOUS & CHARITABLE$2,000
YESHIVA ORCHOS CHAIM
410 OBERLIN AVE SLAKEWOODNJ08701NONE501 (c)3CHARITABLE$3,600
CHAYIM ARUCHIM
4006 18TH AVENUEBROOKLYNNY11218NONE501 (c)3CHARITABLE$180
CONGREGATION YETEV LEV D'SATMAR
13 HOOPER STREETBROOKLYNNY11249NONE501 (C) 3CHARITABLE$675
TASHBAR OF LAKEWOOD
82 OAK STREETLAKEWOODNJ08701NONEPCCHARITABLE$2,000
BAIS YAAKOV ACADEMY
1213 ELM AVENUEBROOKLYNNY11230NONE501(C)3CHARITABLE$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,704TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,344ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,069RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,473ExclusionAmt
Related Or Exempt Function Incm$17,069RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,542TotalIncomeProducingActyAmt

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)
Amt$750Amt
Net Investment Income$750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$126,779EOYBookValueAmt
EOYFMV$126,779EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$80Amt
Net Investment Income$80NetInvestmentIncomeAmt