STRATEGY STUDIO / PUBLIC DATA EXPLORER

J O G FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
J O G FAMILY FOUNDATION (EIN 20-1959702)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-04
IRS object ID
201741249349100004
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)
Return2017-05-04T06:32:56-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-04SignatureDt
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)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$250,771FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,467DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,467DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,467DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,509NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,373GrossSalesPriceAmt
Total Rev And Expnss$1,958TotalRevAndExpnssAmt
Total Net Invst Incm$5,467TotalNetInvstIncmAmt
Total Adj Net Incm$5,467TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$150AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$152TaxesRevAndExpnssAmt
Taxes Net Invst Incm$102TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$80OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$80OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$782TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$582TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,740ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,740ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,522TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$582TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,940TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,564ExcessRevenueOverExpensesAmt
Net Investment Income$4,885NetInvestmentIncomeAmt
Adjusted Net Income$5,467AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,057CashBOYAmt
Cash EOY$5,533CashEOYAmt
Cash EOYFMV$5,633CashEOYFMVAmt
Sav And Temp Cash Invst BOY$243SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,236SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,236SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$166,741CorporateStockBOYAmt
Corporate Stock EOY$146,708CorporateStockEOYAmt
Corporate Stock EOYFMV$242,902CorporateStockEOYFMVAmt
Total Assets BOY$168,041TotalAssetsBOYAmt
Total Assets EOY$154,477TotalAssetsEOYAmt
Total Assets EOYFMV$250,771TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$168,041CapitalStockBOYAmt
Capital Stock EOY$154,477CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$168,041TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$154,477TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$168,041TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$154,477TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$168,041TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,564ExcessRevenueOverExpensesAmt
Subtotal$154,477SubtotalAmt
Tot Net Ast Or Fund Balances EOY$154,477TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY SHORT TERMP2015-03-262016-02-04$21,220$25,882-$4,662-$4,662
Capital Gain Dividends$1,153
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,509CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$4,662NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,408AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$264,375NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.19067DistributionYr1Rt
Adjusted Qlfy Distri Yr2$133,870AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$17,717AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$214,384NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.08264DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,211AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$176,866NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.13689DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,555AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$170,048NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.26790DistributionYr5Rt
Total Distribution0.678094TotalDistributionRt
Average Distribution0.135619AverageDistributionRt
Net Investment Income Pct$49NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$49AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,940QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$49InvestmentIncomeExciseTaxAmt
Subtotal$49SubtotalAmt
Tax Based On Investment Income$49TaxBasedOnInvestmentIncomeAmt
Tax Due$49TaxDueAmt

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$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$49TaxBasedOnInvestmentIncomeAmt
Total Tax$49TotalTaxAmt
Distributable Before Adj$49DistributableBeforeAdjAmt
Distributable Before Ded$49DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,940ExpensesAndContributionsAmt
Qualifying Distributions$14,940QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$49PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,891AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,152ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,269ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,165ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$133,971ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,393ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$239,950TotalExcessDistributionCyovAmt
Qualifying Distributions$14,940QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$14,940RemainingDistriFromCorpusAmt
Total Corpus$254,890TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,152ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$217,738ExcessDistriCyovToNextYrAmt
Excess From Year4$24,269ExcessFromYear4Amt
Excess From Year3$7,165ExcessFromYear3Amt
Excess From Year2$133,971ExcessFromYear2Amt
Excess From Year1$37,393ExcessFromYear1Amt
Excess From Current Year$14,940ExcessFromCurrentYearAmt

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$1,660
VARIOUS LOCAL CHARITIES UNDER 1000
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$1,480
CONG YITAV LEV D'SATMAR
125 HEYWARD STREETBROOKLYNNY11206NONE501 (C)3CHARITABLE$350
AMERICAN FRIENDS OF KOLLEL NACHLAS
1559 EAST 5TH STREETBROOKLYNNY11230NONE501 (C)3CHARITABLE$5,000
CONG KEHILLAS HEARTHSTONE INC
962 CLAIRE DRLAKEWOODNJ08701NONE501 (C)3CHARTIABLE$100
KOLEL SHOMRE HACHOMOS OF JERUSALEM
18 HEYWARD STREETBROOKLYNNY11249NONE501 (C)3CHARITABLE$750
CONG BNOS DEVORAH INC
243 PROSPECT STLAKEWOODNJ08701NONE501 (C)3CHARITABLE$3,000
BOROUGH PARK VOLUNTEERS OF HATZOLAH
5215 16TH AVEBROOKLYNNY11204NONE501 (C)3CHARITABLE$500
KOLEL MATEH EFRAIM
1264 56TH STBROOKLYNNY11219NONE501 (C)3CHARITABLE$150
CONG BETH AARON OF FLATBUSH
1670 OCEAN AVEBROOKLYNNY11230NONEPCCHARITABLE$250
YESHIVA OHR YEHUDA
1839 NEW CENTRAL AVELAKEWOODNJ08701NONEPCCHARITABLE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,740TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,467ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,509RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,467ExclusionAmt
Related Or Exempt Function Incm-$3,509RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,958TotalIncomeProducingActyAmt

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)
Amt$550Amt
Net Investment Income$400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$150DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank ChargesDesc
Revenue And Expenses Per Books$80RevenueAndExpensesPerBooksAmt
Net Investment Income$80NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS DEPT OF LAW$50$50
US TREASURY$102$102