STRATEGY STUDIO / PUBLIC DATA EXPLORER

J O G FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
J O G FAMILY FOUNDATION (EIN 20-1959702)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202331329349102143
Schema version
2022v5.0
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)
Return2023-05-12T09:32:35-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113350608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YE Gross CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11175 58 StreetAddressLine1Txt
CityBrooklynCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-12SignatureDt
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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$185,279FMVAssetsEOYAmt
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$33InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$33InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$33InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,111DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,111DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,111DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,575NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,828GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,575CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,719TotalRevAndExpnssAmt
Total Net Invst Incm$6,719TotalNetInvstIncmAmt
Total Adj Net Incm$5,144TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$700AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$261TaxesRevAndExpnssAmt
Taxes Net Invst Incm$261TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$961TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$961TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,009ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,009ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,970TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$961TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,009TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,251ExcessRevenueOverExpensesAmt
Net Investment Income$5,758NetInvestmentIncomeAmt
Adjusted Net Income$5,144AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,760CashBOYAmt
Cash EOY$4,779CashEOYAmt
Cash EOYFMV$4,779CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,659SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,521SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,521SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$178,696CorporateStockBOYAmt
Corporate Stock EOY$174,979CorporateStockEOYAmt
Corporate Stock EOYFMV$174,979CorporateStockEOYFMVAmt
Total Assets BOY$188,115TotalAssetsBOYAmt
Total Assets EOY$185,279TotalAssetsEOYAmt
Total Assets EOYFMV$185,279TotalAssetsEOYFMVAmt
Loans From Officers BOY$500LoansFromOfficersBOYAmt
Total Liabilities BOY$500TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$187,615CapitalStockBOYAmt
Capital Stock EOY$185,279CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$187,615TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$185,279TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$188,115TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$185,279TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$187,615TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,251ExcessRevenueOverExpensesAmt
Other Increases$2,915OtherIncreasesAmt
Subtotal$185,279SubtotalAmt
Tot Net Ast Or Fund Balances EOY$185,279TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY LONG TERMP2020-01-012022-12-01$5,456$5,766-$310-$310
FIDELITY LONG TERMP2020-01-012022-12-01$7,372$5,487$1,885$1,885
FieldValueIRS element (for citing)
Capital Gain Net Income$1,575CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$80InvestmentIncomeExciseTaxAmt
Subtotal$80SubtotalAmt
Tax Based On Investment Income$80TaxBasedOnInvestmentIncomeAmt
Tax Due$80TaxDueAmt
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$9,859AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$176,838FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$186,697TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$186,697AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,800CashDeemedCharitableAmt
Net Vl Noncharitable Assets$183,897NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,195MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,195MinimumInvestmentReturnAmt
Tax Based On Investment Income$80TaxBasedOnInvestmentIncomeAmt
Total Tax$80TotalTaxAmt
Distributable Before Adj$9,115DistributableBeforeAdjAmt
Distributable Before Ded$9,115DistributableBeforeDedAmt
Distributable As Adjusted$9,115DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,009ExpensesAndContributionsAmt
Qualifying Distributions$11,009QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,115DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,305ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,110ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,391ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,414ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,189ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$105,409TotalExcessDistributionCyovAmt
Qualifying Distributions$11,009QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,115AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,894RemainingDistriFromCorpusAmt
Total Corpus$107,303TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,305ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$96,998ExcessDistriCyovToNextYrAmt
Excess From Year4$26,110ExcessFromYear4Amt
Excess From Year3$22,391ExcessFromYear3Amt
Excess From Year2$16,414ExcessFromYear2Amt
Excess From Year1$30,189ExcessFromYear1Amt
Excess From Current Year$1,894ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONG KAHAL OHR HACHAIM
1424 49Th STREETBROOKLYNNY11219NONE501 (C)3CHARITABLE$2,150
VARIOUS LOCAL CHARITIES UNDER 1000
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$729
AMERICAN FRIENDS OF KOLLEL NACHLAS
1559 EAST 5TH STREETBROOKLYNNY11230NONE501 (C)3CHARITABLE$2,500
KOLEL MATEH EFRAIM
1264 56TH STBROOKLYNNY11219NONE501 (C)3CHARITABLE$200
RABBI MEIR BAAL HANESS SHAREI TZION
3014 AVENUE LBROOKLYNNY11210NONE501 (C)3CHARITABLE$100
ROFEH CHOLIM CANCER SOCIETY INC
768 BEDFORD AVEBROOKLYNNY11205NONE501 (C)3CHARITABLE$150
YESHIVA OHR YEHUDA
1839 NEW CENTRAL AVELAKEWOODNJ08701NONE501 (C)3CHARITABLE$3,000
CONGREGATION YETEV LEV D'SATMAR
13 HOOPER STREETBROOKLYNNY11249NONE501 (C) 3CHARITABLE$622
YESHIVAS OHR YEHUDA
110 FRANKLIN BLVDLAKEWOODNJ08701NONE501 (C)3CHARITABLE$540
ALEPH BEIS GIMMEL INC
25 WHITE DOVE COURTLAKEWOODNJ08701NONE501 (C)3CHARITABLE$500
BNOS ESTHER MALKA
509 JOE PARKER ROADLAKEWOODNJ08701NONE501 (C)3CHARITABLE$250
HATZALAH
1880 OCEAN AVENUEBROOKLYNNY11230NONE501(C)3CHARITABLE$268
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,009TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,111ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,575RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,144ExclusionAmt
Related Or Exempt Function Incm$1,575RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,719TotalIncomeProducingActyAmt

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$700Amt
Net Investment Income$700NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
DEPT OF LAW$25$25
IRS$236$236