STRATEGY STUDIO / PUBLIC DATA EXPLORER

J O G FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
J O G FAMILY FOUNDATION (EIN 20-1959702)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201831359349100528
Schema version
2017v2.2
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)
Return2018-05-15T07:41:54-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonY E GROSSPreparerPersonNm
PTINP00542034PTIN
Phone7189721002PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$264,097FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,109DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,109DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,109DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,792NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,392GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,792CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$73NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$12,902TotalRevAndExpnssAmt
Total Net Invst Incm$12,902TotalNetInvstIncmAmt
Total Adj Net Incm$6,183TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$800OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$800OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$149TaxesRevAndExpnssAmt
Taxes Net Invst Incm$149TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$949TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$949TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,861ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,861ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,810TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$949TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,861TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,908ExcessRevenueOverExpensesAmt
Net Investment Income$11,953NetInvestmentIncomeAmt
Adjusted Net Income$6,183AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,533CashBOYAmt
Cash EOY$1,823CashEOYAmt
Cash EOYFMV$1,823CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,236SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$974SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$974SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$146,708CorporateStockBOYAmt
Corporate Stock EOY$140,772CorporateStockEOYAmt
Corporate Stock EOYFMV$261,300CorporateStockEOYFMVAmt
Total Assets BOY$154,477TotalAssetsBOYAmt
Total Assets EOY$143,569TotalAssetsEOYAmt
Total Assets EOYFMV$264,097TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$154,477CapitalStockBOYAmt
Capital Stock EOY$143,569CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$154,477TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$143,569TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$154,477TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$143,569TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$154,477TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,908ExcessRevenueOverExpensesAmt
Subtotal$143,569SubtotalAmt
Tot Net Ast Or Fund Balances EOY$143,569TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY SHORT TERMP2017-01-012017-12-01$357$284$73$73
FIDELITY LONG TERMP2016-01-012017-12-01$7,405$5,905$1,500$1,500
FIDELITY LONG TERMP2016-01-012017-12-01$10,155$7,411$2,744$2,744
Capital Gain Dividends$2,475
FieldValueIRS element (for citing)
Capital Gain Net Income$6,792CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$73NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,891AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$50,408AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$264,375NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.19067DistributionYr2Rt
Adjusted Qlfy Distri Yr3$133,870AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$17,717AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$214,384NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.08264DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,211AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$176,866NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.13689DistributionYr5Rt
Total Distribution0.410199TotalDistributionRt
Average Distribution0.082040AverageDistributionRt
Net Vl Noncharitable Assets$253,523NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,799AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$120NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,919AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,861QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$120InvestmentIncomeExciseTaxAmt
Subtotal$120SubtotalAmt
Tax Based On Investment Income$120TaxBasedOnInvestmentIncomeAmt
Tax Due$120TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$5,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$252,101FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$257,384TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$257,384AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,861CashDeemedCharitableAmt
Net Vl Noncharitable Assets$253,523NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,676MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,676MinimumInvestmentReturnAmt
Tax Based On Investment Income$120TaxBasedOnInvestmentIncomeAmt
Total Tax$120TotalTaxAmt
Distributable Before Adj$12,556DistributableBeforeAdjAmt
Distributable Before Ded$12,556DistributableBeforeDedAmt
Distributable As Adjusted$12,556DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,861ExpensesAndContributionsAmt
Qualifying Distributions$22,861QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$120PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,741AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,556DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$24,269ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,165ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$133,971ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,393ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,940ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$217,738TotalExcessDistributionCyovAmt
Qualifying Distributions$22,861QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,556AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,305RemainingDistriFromCorpusAmt
Total Corpus$228,043TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$24,269ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$203,774ExcessDistriCyovToNextYrAmt
Excess From Year4$7,165ExcessFromYear4Amt
Excess From Year3$133,971ExcessFromYear3Amt
Excess From Year2$37,393ExcessFromYear2Amt
Excess From Year1$14,940ExcessFromYear1Amt
Excess From Current Year$10,305ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONG KAHAL OHR HACHAIM
1424 49Th STREETBROOKLYNNY11219NONE501 (C)3CHARITABLE$3,140
VARIOUS LOCAL CHARITIES UNDER 1000
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$561
KOLEL SHOMRE HACHOMOS OF JERUSALEM
18 HEYWARD STREETBROOKLYNNY11249NONE501 (C)3CHARITABLE$600
YESHIVAS OHR HATORAH INC
54 WHISPERING PINES LNLAKEWOODNJ08701NONE501 (C)3CHARITABLE$150
CONG BNOS DEVORAH INC
243 PROSPECT STLAKEWOODNJ08701NONE501 (C)3CHARITABLE$4,750
KOLEL MATEH EFRAIM
1264 56TH STBROOKLYNNY11219NONE501 (C)3CHARITABLE$450
ROFEH CHOLIM CANCER SOCIETY INC
768 BEDFORD AVEBROOKLYNNY11205NONE501 (C)3CHARITABLE$360
CONG BETH AARON OF FLATBUSH
1670 OCEAN AVEBROOKLYNNY11230NONE501 (C)3CHARITABLE$250
YESHIVA OHR YEHUDA
1839 NEW CENTRAL AVELAKEWOODNJ08701NONE501 (C)3CHARITABLE$7,200
KEHILLAS HEARTHSTONE
911 HEARTHSTONE DRLAKEWOODNJ08701NONE501 (C)3CHARITABLE$5,000
CONGREGATION DVAR MOSHE OF HORODNKE
1073 EAST 27TH STREETBROOKLYNNY11210NONE501 (C)3CHARITABLE$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,861TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,109ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,792RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,110ExclusionAmt
Related Or Exempt Function Incm$6,792RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,902TotalIncomeProducingActyAmt

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 Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryProfessional FeesCategoryTxt
Amt$800Amt
Net Investment Income$800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS DEPT OF LAW$100$100
US TREASURY$49$49