JLG CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JLG CHARITABLE FOUNDATION (EIN 35-6818239)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-01-19
- IRS object ID
- 202140199349100704
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-19T22:33:51-06:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112957290 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER M NEBENZAHL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1053 E 2ND ST | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356818239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JLG CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JLGC | BusinessNameControlTxt |
| Phone | 7188532090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 FOSTER AVENUE 4TH FLOOR | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH GOLDBURD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125756500 | PhoneNum |
| Signature | 2021-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEYER M NEBENZAHL | PreparerPersonNm |
| PTIN | P00151608 | PTIN |
| Phone | 7183777870 | PhoneNum |
| Preparation | 2021-01-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,504 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $24 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,210 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,210 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,737 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,504 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $22,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,504 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $22,217 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,504 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,217 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,217 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,713 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,504 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,504 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,095 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.775205 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,475 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.608077 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,239 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.578975 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,459 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,669 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.796313 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.342372 | DistributionYr5Rt |
| Total Distribution | 4.100942 | TotalDistributionRt |
| Average Distribution | 0.820188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,130 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,130 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,210 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER M NEBENZAHL CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7183777870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1053 EAST 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH GOLDBURD | ||||||||
| 1772 57TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LORI GOLDBURD | ||||||||
| 1772 57TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,588 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $374 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $374 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $374 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $374 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $374 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,210 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,210 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,210 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $374 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,997 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,428 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,188 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,148 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $107,981 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,210 | QualifyingDistributionsAmt |
| Applied To Current Year | $374 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,836 | RemainingDistriFromCorpusAmt |
| Total Corpus | $124,817 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,997 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $114,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,428 | ExcessFromYear4Amt |
| Excess From Year3 | $32,188 | ExcessFromYear3Amt |
| Excess From Year2 | $23,148 | ExcessFromYear2Amt |
| Excess From Year1 | $27,220 | ExcessFromYear1Amt |
| Excess From Current Year | $16,836 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YESHIVA KARLIN STOLIN | ||||||
| 1818 54TH STREET | BROOKLYN | NY | 11204 | PUBLIC | GENERAL OPERATIONS | $2,000 |
| PARTNERS CHARITY FUND FOR ISRAEL | ||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| CAMP DEGAL HATORAH INC | ||||||
| 116 GLEN AVENUE | LAKEWOOD | NJ | 08701 | PUBLIC | GENERAL OPERATIONS | $1,500 |
| EZRAS CHOLIM YAD EPHRAIM INC | ||||||
| 1274 49TH STREET | BROOKLYN | NY | 11219 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| GMACH BRIZDOVITS | ||||||
| 1721 58TH STREET | BROOKLYN | NY | 11204 | PUBLIC | GENERAL OPERATIONS | $10,000 |
| MERCAZ HATORAH | ||||||
| 505 BEACH 129TH STREET | ROCKAWAY PARK | NY | 11699 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| VARIOUS DISTRIBUTIONS | ||||||
| LESS THAN 1000 | BROOKLYN | NY | 11219 | PUBLIC | GENERAL OPERATIONS | $710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,210 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FILING FEES | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $2 | Amt |