STRATEGY STUDIO / PUBLIC DATA EXPLORER

JLG CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JLG CHARITABLE FOUNDATION (EIN 35-6818239)
Tax period
2016-06-01 to 2017-05-31
Filed
2017-12-25
IRS object ID
201703599349100100
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-12-25T15:28:45-05:00ReturnTs
Tax Period End2017-05-31TaxPeriodEndDt

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 Begin2016-06-01TaxPeriodBeginDt

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
Signature2017-12-25SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEYER NEBENZAHLPreparerPersonNm
PTINP00151608PTIN
Phone7183777870PhoneNum
Preparation2017-12-25PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdF2F8856413147FCA6FC216DB456BA4CCFB3B3867AtSubmissionCreationDeviceId
At Submission Filing Device IdDE86282D27DDB997065AFE339F838FF967814E23AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,371FMVAssetsEOYAmt
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$59InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$59InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$59InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$50,059TotalRevAndExpnssAmt
Total Net Invst Incm$59TotalNetInvstIncmAmt
Total Adj Net Incm$59TotalAdjNetIncmAmt
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$33,240ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,240ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,766TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,240TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,293ExcessRevenueOverExpensesAmt
Net Investment Income$59NetInvestmentIncomeAmt
Adjusted Net Income$59AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,078SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,371SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,371SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$11,078TotalAssetsBOYAmt
Total Assets EOY$27,371TotalAssetsEOYAmt
Total Assets EOYFMV$27,371TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$11,078RetainedEarningBOYAmt
Retained Earning EOY$27,371RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,078TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,371TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,078TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,371TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,078TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,293ExcessRevenueOverExpensesAmt
Subtotal$27,371SubtotalAmt
Tot Net Ast Or Fund Balances EOY$27,371TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,459AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$20,669NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.796313DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,704AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$34,185NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.342372DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,901AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$69,626NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.587439DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,710AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$81,717NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.033163DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,599AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$84,232NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.232679DistributionYr5Rt
Total Distribution1.991966TotalDistributionRt
Average Distribution0.398393AverageDistributionRt
Net Vl Noncharitable Assets$21,051NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,387AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,388AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$33,240QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Tax Due$1TaxDueAmt

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$21,372AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,372TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$21,372AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$321CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,051NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,053MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,053MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$1,052DistributableBeforeAdjAmt
Distributable Before Ded$1,052DistributableBeforeDedAmt
Distributable As Adjusted$1,052DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,240ExpensesAndContributionsAmt
Qualifying Distributions$33,240QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,239AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,052DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$15,045ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$37,428ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,997ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,428ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$77,898TotalExcessDistributionCyovAmt
Qualifying Distributions$33,240QualifyingDistributionsAmt
Applied To Current Year$1,052AppliedToCurrentYearAmt
Remaining Distri From Corpus$32,188RemainingDistriFromCorpusAmt
Total Corpus$110,086TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,045ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$95,041ExcessDistriCyovToNextYrAmt
Excess From Year3$37,428ExcessFromYear3Amt
Excess From Year2$9,997ExcessFromYear2Amt
Excess From Year1$15,428ExcessFromYear1Amt
Excess From Current Year$32,188ExcessFromCurrentYearAmt

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
HATZOLAH
5215 16TH AVENUEBROOKLYNNY11204PUBLICGENERAL OPERATIONS$2,000
CONGREGATION KOL YESHURUN
540 BROADWAYPASSAICNJ07055PUBLICGENERAL OPERATIONS$2,000
PARTNERS CHARITY FUND FOR ISRAEL
5014 16TH AVENUEBROOKLYNNY11204PUBLICGENERAL OPERATIONS$1,000
YAD EPHRAIM
3611 14TH AVENUEBROOKLYNNY11218PUBLICGENERAL OPERATIONS$4,300
CONGREGATION AVNER PINCHAS
5822 17TH AVENUEBROOKLYNNY11204PUBLICGENERAL OPERATIONS$2,500
GMACH BRIZDOVITS
1721 58TH STREETBROOKLYNNY11204PUBLICGENERAL OPERATIONS$4,500
MERCAZ HATORAH
505 BEACH 129TH STREETROCKAWAY PARKNY11699PUBLICGENERAL OPERATIONS$1,000
CONGREGATION FOREST GLEN
27 GRASSMERE STREETLAKEWOODNJ08701PUBLICGENERAL OPERATIONS$10,000
(no name)
$4,940
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,240TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$59RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$59RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59TotalIncomeProducingActyAmt

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