STRATEGY STUDIO / PUBLIC DATA EXPLORER

JLG CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JLG CHARITABLE FOUNDATION (EIN 35-6818239)
Tax period
2018-06-01 to 2019-05-31
Filed
2020-01-02
IRS object ID
202040079349100009
Schema version
2018v3.1
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)
Return2020-01-02T12:37:25-06:00ReturnTs
Tax Period End2019-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112957290PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MEYER M NEBENZAHL CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11053 E 2ND STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356818239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JLG CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJLGCBusinessNameControlTxt
Phone7188532090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 FOSTER AVENUE 4TH FLOORAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH GOLDBURDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2125756500PhoneNum
Signature2020-01-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEYER NEBENZAHLPreparerPersonNm
PTINP00151608PTIN
Phone7183777870PhoneNum
Preparation2020-01-02PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,217FMVAssetsEOYAmt
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$118InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$118InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$118InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$118TotalRevAndExpnssAmt
Total Net Invst Incm$118TotalNetInvstIncmAmt
Total Adj Net Incm$118TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$2TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$552TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,095ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,095ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,647TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,095TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,529ExcessRevenueOverExpensesAmt
Net Investment Income$118NetInvestmentIncomeAmt
Adjusted Net Income$118AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$51,746SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,217SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,217SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$51,746TotalAssetsBOYAmt
Total Assets EOY$22,217TotalAssetsEOYAmt
Total Assets EOYFMV$22,217TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$51,746RetainedEarningBOYAmt
Retained Earning EOY$22,217RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$51,746TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,217TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,746TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,217TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,746TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,529ExcessRevenueOverExpensesAmt
Subtotal$22,217SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,217TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,220AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$41,475NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.608077DistributionYr1Rt
Adjusted Qlfy Distri Yr2$33,239AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$21,051NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.578975DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,459AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$20,669NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.796313DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,704AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$34,185NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.342372DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,901AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$69,626NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.587439DistributionYr5Rt
Total Distribution3.913176TotalDistributionRt
Average Distribution0.782635AverageDistributionRt
Net Vl Noncharitable Assets$37,532NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,374AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$29,375AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,095QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Subtotal$2SubtotalAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Tax Due$2TaxDueAmt

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 Line1MEYER M NEBENZAHL CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7183777870PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11053 EAST 2ND STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH GOLDBURD
1772 57TH STREETBROOKLYNNY11219TRUSTEE1.00$0$0$0
LORI GOLDBURD
1772 57TH STREETBROOKLYNNY11219TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,104AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,104TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$38,104AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$572CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,532NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,877MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,877MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$1,875DistributableBeforeAdjAmt
Distributable Before Ded$1,875DistributableBeforeDedAmt
Distributable As Adjusted$1,875DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,095ExpensesAndContributionsAmt
Qualifying Distributions$29,095QualifyingDistributionsAmt
Adjusted Qualifying Distri$29,095AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,875DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,428ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,997ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,428ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,188ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$23,148ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$118,189TotalExcessDistributionCyovAmt
Qualifying Distributions$29,095QualifyingDistributionsAmt
Applied To Current Year$1,875AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,220RemainingDistriFromCorpusAmt
Total Corpus$145,409TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,428ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$107,981ExcessDistriCyovToNextYrAmt
Excess From Year4$9,997ExcessFromYear4Amt
Excess From Year3$15,428ExcessFromYear3Amt
Excess From Year2$32,188ExcessFromYear2Amt
Excess From Year1$23,148ExcessFromYear1Amt
Excess From Current Year$27,220ExcessFromCurrentYearAmt

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 Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YESHIVA KARLIN STOLIN
1818 54TH STREETBROOKLYNNY11204PUBLICGENERAL OPERATIONS$2,000
PARTNERS CHARITY FUND FOR ISRAEL
5014 16TH AVENUEBROOKLYNNY11204PUBLICGENERAL OPERATIONS$1,000
CONGREGATION AVNER PINCHAS
5822 17TH AVENUEBROOKLYNNY11204PUBLICGENERAL OPERATIONS$2,100
GMACH BRIZDOVITS
1721 58TH STREETBROOKLYNNY11204PUBLICGENERAL OPERATIONS$1,500
MERCAZ HATORAH
505 BEACH 129TH STREETROCKAWAY PARKNY11699PUBLICGENERAL OPERATIONS$1,500
SHACHAIN TOV
1774 58TH STREETBROOKLYNNY11204PUBLICGENERAL OPERATIONS$5,000
VAAD REFUAH INC
1381 51ST STBROOKLYNNY11219PUBLICGENERAL OPERATIONS$5,000
YESHIVA CHEMDAS HATORAH INC
950 MASSACHUSSETTS AVENUELAKEWOODNJ08701PUBLICGENERAL OPERATIONS$1,195
YESHIVA TIFERES YISROEL
1271 EAST 35TH STREETBROOKLYNNY11210PUBLICGENERAL OPERATIONS$1,400
BAIS YAAKOV COUNCIL INC
482 STANTON CORNER ROADFERNDALENY12734PUBLICGENERAL OPERATIONS$4,900
ZICHRON CHAIM
217 KEAP STREETBROOKLYNNY11211PUBLICGENERAL OPERATIONS$1,300
VARIOUS DISTRIBUTIONS
LESS THAN 1000BROOKLYNNY11219PUBLICGENERAL OPERATIONS$2,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,095TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$118RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$118RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$500Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FILING FEES$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$2Amt