STRATEGY STUDIO / PUBLIC DATA EXPLORER

PBG FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PBG FOUNDATION (EIN 46-4196862)
Tax period
2017-11-01 to 2018-10-31
Filed
2019-03-05
IRS object ID
201940649349100004
Schema version
2017v2.3
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)
Return2019-03-05T12:39:46-06:00ReturnTs
Tax Period End2018-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132659310PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WASSERBRETTLERKLAR & LIPSTEIN LLP CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1132 NASSAU STREET SUITE 300AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10038ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464196862EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PBG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPBGFBusinessNameControlTxt
Phone7189512200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1982 E17TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAUL ELLIOT GOLDBAUMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7189512200PhoneNum
Signature2019-02-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LIPSTEINPreparerPersonNm
PTINP01069367PTIN
Phone2129626100PhoneNum
Preparation2019-02-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.74.179.154IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-05IPDt
IP Tm12:39:46IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1644BB3C85BA2A6658448AB78848D1453A325051AtSubmissionCreationDeviceId
At Submission Filing Device IdA6DB33060C66FDE226B2C9815490FDFFB710546BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$346,292FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$170,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$615InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$615InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$170,615TotalRevAndExpnssAmt
Total Net Invst Incm$615TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$900AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$255OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$255OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,155TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,155TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,925ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,925ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,080TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$107,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,535ExcessRevenueOverExpensesAmt
Net Investment Income$615NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,731CashBOYAmt
Cash EOY$25,920CashEOYAmt
Cash EOYFMV$25,920CashEOYFMVAmt
Sav And Temp Cash Invst BOY$269,026SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$320,372SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$320,372SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$282,757TotalAssetsBOYAmt
Total Assets EOY$346,292TotalAssetsEOYAmt
Total Assets EOYFMV$346,292TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$282,757UnrestrictedBOYAmt
Unrestricted EOY$346,292UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$282,757TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$346,292TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$282,757TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$346,292TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$282,757TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,535ExcessRevenueOverExpensesAmt
Subtotal$346,292SubtotalAmt
Tot Net Ast Or Fund Balances EOY$346,292TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,888AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$279,765NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.139002DistributionYr1Rt
Adjusted Qlfy Distri Yr2$89,837AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$193,793NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.463572DistributionYr2Rt
Adjusted Qlfy Distri Yr3$209,271AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$258,190NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.810531DistributionYr3Rt
Adjusted Qlfy Distri Yr4$136,720AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$438,250NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.311968DistributionYr4Rt
Total Distribution1.725073TotalDistributionRt
Average Distribution0.431268AverageDistributionRt
Net Vl Noncharitable Assets$374,261NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$161,407AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$161,413AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$107,080QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12InvestmentIncomeExciseTaxAmt
Subtotal$12SubtotalAmt
Tax Based On Investment Income$12TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,468EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,468TotalPaymentsAndCreditsAmt
Overpayment$1,456OverpaymentAmt
Applied To ES Tax$1,456AppliedToESTaxAmt

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 Line1FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7189512200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1982 E 17TH STAddressLine1Txt
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

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
SAUL ELLIOT GOLDBAUM
982 E 17TH STREETBROOKLYNNY11230TRUSTEE5.00$0$0$0
ELIZABETH GOLDBAUM
982 E17TH STREETBROOKLYNNY11230TRUSTEE5.00$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$379,960AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$379,960TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$379,960AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,699CashDeemedCharitableAmt
Net Vl Noncharitable Assets$374,261NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,713MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,713MinimumInvestmentReturnAmt
Tax Based On Investment Income$12TaxBasedOnInvestmentIncomeAmt
Total Tax$12TotalTaxAmt
Distributable Before Adj$18,701DistributableBeforeAdjAmt
Distributable Before Ded$18,701DistributableBeforeDedAmt
Distributable As Adjusted$18,701DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,080ExpensesAndContributionsAmt
Qualifying Distributions$107,080QualifyingDistributionsAmt
Adjusted Qualifying Distri$107,080AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,701DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$114,814ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$196,373ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,156ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,910ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$416,253TotalExcessDistributionCyovAmt
Qualifying Distributions$107,080QualifyingDistributionsAmt
Applied To Current Year$18,701AppliedToCurrentYearAmt
Remaining Distri From Corpus$88,379RemainingDistriFromCorpusAmt
Total Corpus$504,632TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$504,632ExcessDistriCyovToNextYrAmt
Excess From Year4$114,814ExcessFromYear4Amt
Excess From Year3$196,373ExcessFromYear3Amt
Excess From Year2$80,156ExcessFromYear2Amt
Excess From Year1$24,910ExcessFromYear1Amt
Excess From Current Year$88,379ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETH MEDRASH GOVOHA
617 6TH STREETLAKEWOODNJ08701RELIGIOUS$3,000
KOLLEL BNEI YESHIVOS
2402 AVENUE PBROOKLYNNY11229RELIGIOUS$61,400
KOLLEL ZICHRON AVROHOM
308 FOREST AVELAKEWOODNJ08701RELIGIOUS$30,000
YESHIVA SHAAR HATALMUD
41 HENRY STLAKEWOODNJ08701RELIGIOUS$3,000
MISCELLANEOUS
982 E 17TH STBROOKLYNNY11230RELIGIOUS$8,525
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,925TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$615ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$615ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$615TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonELIZABETH GOLDBAUMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1982 EAST 17TH STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
FieldValueIRS element (for citing)
Total Contributions$170,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$900Amt
Disbursements Charitable Prps$900DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
FEES$100$100
ADVERTISING$155$155