STRATEGY STUDIO / PUBLIC DATA EXPLORER

J O G FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
J O G FAMILY FOUNDATION (EIN 20-1959702)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-03
IRS object ID
202103079349100005
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)
Return2021-11-03T05:52:42-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-02SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$199,374FMVAssetsEOYAmt
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$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$14InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,799DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,799DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,799DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,638GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,584CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,397TotalRevAndExpnssAmt
Total Net Invst Incm$14,397TotalNetInvstIncmAmt
Total Adj Net Incm$5,813TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,288ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,288ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,288TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,288TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,891ExcessRevenueOverExpensesAmt
Net Investment Income$14,397NetInvestmentIncomeAmt
Adjusted Net Income$5,813AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,190CashBOYAmt
Cash EOY$1,835CashEOYAmt
Cash EOYFMV$1,835CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,891SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,042SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,042SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$237,234CorporateStockBOYAmt
Corporate Stock EOY$190,497CorporateStockEOYAmt
Corporate Stock EOYFMV$190,497CorporateStockEOYFMVAmt
Total Assets BOY$250,315TotalAssetsBOYAmt
Total Assets EOY$199,374TotalAssetsEOYAmt
Total Assets EOYFMV$199,374TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$250,315CapitalStockBOYAmt
Capital Stock EOY$199,374CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$250,315TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$199,374TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$250,315TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$199,374TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$250,315TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,891ExcessRevenueOverExpensesAmt
Subtotal$237,424SubtotalAmt
Other Decreases$38,050OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$199,374TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

How AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
P2020-01-012020-12-31$864$933-$69-$69
P2019-01-012020-12-31$9,364$10,148-$784-$784
P2019-01-012020-12-31$14,410$4,973$9,437$9,437
FieldValueIRS element (for citing)
Capital Gain Net Income$8,584CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$69NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$200InvestmentIncomeExciseTaxAmt
Subtotal$200SubtotalAmt
Tax Based On Investment Income$200TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$235ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$235TotalPaymentsAndCreditsAmt
Overpayment$35OverpaymentAmt
Applied To ES Tax$35AppliedToESTaxAmt

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$10,980AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$213,866FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$224,846TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$224,846AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,373CashDeemedCharitableAmt
Net Vl Noncharitable Assets$221,473NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,074MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,074MinimumInvestmentReturnAmt
Tax Based On Investment Income$200TaxBasedOnInvestmentIncomeAmt
Total Tax$200TotalTaxAmt
Distributable Before Adj$10,874DistributableBeforeAdjAmt
Distributable Before Ded$10,874DistributableBeforeDedAmt
Distributable As Adjusted$10,874DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,288ExpensesAndContributionsAmt
Qualifying Distributions$27,288QualifyingDistributionsAmt
Adjusted Qualifying Distri$27,288AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,874DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,393ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,940ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,305ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,110ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,391ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$111,139TotalExcessDistributionCyovAmt
Qualifying Distributions$27,288QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,874AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,414RemainingDistriFromCorpusAmt
Total Corpus$127,553TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,393ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$90,160ExcessDistriCyovToNextYrAmt
Excess From Year4$14,940ExcessFromYear4Amt
Excess From Year3$10,305ExcessFromYear3Amt
Excess From Year2$26,110ExcessFromYear2Amt
Excess From Year1$22,391ExcessFromYear1Amt
Excess From Current Year$16,414ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VARIOUS LOCAL CHARITIES UNDER 1000
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$2,086
MIRRER YESHIVA HIGH SCHOOL
1791OCEAN PKWYBROOKLYNNY11223NONE501 (C)3RELIGOUS & CHARITABLE$72
AMERICAN FRIENDS OF KOLLEL NACHLAS
1559 EAST 5TH STREETBROOKLYNNY11230NONE501 (C)3CHARITABLE$5,000
BOROUGH PARK VOLUNTEERS OF HATZOLAH
5215 16TH AVEBROOKLYNNY11204NONE501 (C)3CHARITABLE$120
KOLEL MATEH EFRAIM
1264 56TH STBROOKLYNNY11219NONE501 (C)3CHARITABLE$200
RABBI MEIR BAAL HANESS SHAREI TZION
3014 AVENUE LBROOKLYNNY11210NONE501 (C)3CHARITABLE$650
ROFEH CHOLIM CANCER SOCIETY INC
768 BEDFORD AVEBROOKLYNNY11205NONE501 (C)3CHARITABLE$430
YESHIVA OHR YEHUDA
1839 NEW CENTRAL AVELAKEWOODNJ08701NONE501 (C)3CHARITABLE$550
BNOS DEVORAH ELEMENTARY SCHOOL
1140 57TH STREETBROOKLYNNY11219NONE501 (C) 3CHARITABLE$250
KHAL OHR CHAIM
1424 49TH STREETBROOKLYNNY11219NONE501 (C)3CHARITABLE$2,900
SHOMREI HADAS
3803 14TH AVENUEBROOKLYNNY11218NONE501 (c)3CHARITABLE$9,900
YESHIVA ORCHOS CHAIM
410 OBERLIN AVE SLAKEWOODNJ08701NONE501 (c)3CHARITABLE$1,760
CHAYIM ARUCHIM
4006 18TH AVENUEBROOKLYNNY11218NONE501 (c)3CHARITABLE$850
BAIS FAIGA
350 COURTNEY ROADLAKEWOODNJ08701NONE501 (C) 3CHARITABLE$2,000
CONGREGATION YETEV LEV D'SATMAR
13 HOOPER STREETBROOKLYNNY11249NONE501 (C) 3CHARITABLE$520
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,288TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$14RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$5,799RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,584RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,397RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,397TotalIncomeProducingActyAmt

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED CAPITAL GAINSDesc
Amt$38,050Amt