STRATEGY STUDIO / PUBLIC DATA EXPLORER

JLG CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JLG CHARITABLE FOUNDATION (EIN 35-6818239)
Tax period
2017-06-01 to 2018-05-31
Filed
2018-10-30
IRS object ID
201833039349100928
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)
Return2018-10-30T20:17:26-04:00ReturnTs
Tax Period End2018-05-31TaxPeriodEndDt

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 Begin2017-06-01TaxPeriodBeginDt

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
Signature2018-10-30SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEYER NEBENZAHLPreparerPersonNm
PTINP00151608PTIN
Phone7183777870PhoneNum
Preparation2018-10-30PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.196.44.201IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-30IPDt
IP Tm19:17:26IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF2F8856413147FCA6FC216DB456BA4CCFB3B3867AtSubmissionCreationDeviceId
At Submission Filing Device IdDE86282D27DDB997065AFE339F838FF967814E23AtSubmissionFilingDeviceId
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$51,746FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$121InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$121InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$121InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$50,121TotalRevAndExpnssAmt
Total Net Invst Incm$121TotalNetInvstIncmAmt
Total Adj Net Incm$121TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$526TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,220ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,220ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,746TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,375ExcessRevenueOverExpensesAmt
Net Investment Income$121NetInvestmentIncomeAmt
Adjusted Net Income$121AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,371SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$51,746SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$51,746SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$27,371TotalAssetsBOYAmt
Total Assets EOY$51,746TotalAssetsEOYAmt
Total Assets EOYFMV$51,746TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$27,371RetainedEarningBOYAmt
Retained Earning EOY$51,746RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,371TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,746TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,371TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$51,746TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,371TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,375ExcessRevenueOverExpensesAmt
Subtotal$51,746SubtotalAmt
Tot Net Ast Or Fund Balances EOY$51,746TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,239AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,051NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.578975DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,459AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$20,669NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.796313DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,704AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$34,185NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.342372DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,901AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$69,626NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.587439DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,710AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$81,717NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033163DistributionYr5Rt
Total Distribution3.338262TotalDistributionRt
Average Distribution0.667652AverageDistributionRt
Net Vl Noncharitable Assets$41,475NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,691AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,692AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,220QualifyingDistributionsAmt

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

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$42,107AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$42,107TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$42,107AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$632CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,475NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,074MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,074MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$2,072DistributableBeforeAdjAmt
Distributable Before Ded$2,072DistributableBeforeDedAmt
Distributable As Adjusted$2,072DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,220ExpensesAndContributionsAmt
Qualifying Distributions$25,220QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,220AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,072DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$37,428ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,997ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,428ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,188ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$95,041TotalExcessDistributionCyovAmt
Qualifying Distributions$25,220QualifyingDistributionsAmt
Applied To Current Year$2,072AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,148RemainingDistriFromCorpusAmt
Total Corpus$118,189TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$118,189ExcessDistriCyovToNextYrAmt
Excess From Year4$37,428ExcessFromYear4Amt
Excess From Year3$9,997ExcessFromYear3Amt
Excess From Year2$15,428ExcessFromYear2Amt
Excess From Year1$32,188ExcessFromYear1Amt
Excess From Current Year$23,148ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YESHIVA KARLIN STOLIN
1818 54TH STREETBROOKLYNNY11204PUBLICGENERAL OPERATIONS$1,000
PARTNERS CHARITY FUND FOR ISRAEL
5014 16TH AVENUEBROOKLYNNY11204PUBLICGENERAL OPERATIONS$2,000
YAD EPHRAIM
3611 14TH AVENUEBROOKLYNNY11218PUBLICGENERAL OPERATIONS$1,800
CONGREGATION AVNER PINCHAS
5822 17TH AVENUEBROOKLYNNY11204PUBLICGENERAL OPERATIONS$4,000
GMACH BRIZDOVITS
1721 58TH STREETBROOKLYNNY11204PUBLICGENERAL OPERATIONS$5,000
MERCAZ HATORAH
505 BEACH 129TH STREETROCKAWAY PARKNY11699PUBLICGENERAL OPERATIONS$1,000
SHACHAIN TOV
1774 58TH STREETBROOKLYNNY11204PUBLICGENERAL OPERATIONS$5,000
CONGREGATION BORUCH YISROEL
1721 58TH STREETBROOKLYNNY11204PUBLICGENERAL OPERATIONS$1,000
YESHIVA TORAH TEMIMAH
555 OCEAN PARKWAYBROOKLYNNY11218PUBLICGENERAL OPERATIONS$1,200
VARIOUS DISTRIBUTIONS
LESS THAN 1000BROOKLYNNY11219PUBLICGENERAL OPERATIONS$3,220
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,220TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$121RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$121RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$121TotalIncomeProducingActyAmt

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 PersonTHE FIDELITY CHARITABLE LEAD TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1620 FOSTER AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$1Amt