JLG CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JLG CHARITABLE FOUNDATION (EIN 35-6818239)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-01-10
- IRS object ID
- 201420139349100017
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-10T13:09:31-06:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER M NEBENZAHL CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1053 E 2ND ST | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356818239 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JLG CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JLGC | NameControl |
| Phone | 7188532090 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1381 51ST STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH GOLDBURD | Name |
| Title | TRUSTEE | Title |
| Phone | 7188532090 | Phone |
| Date Signed | 2014-01-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEYER NEBENZAHL | Name |
| Phone | 7183777870 | Phone |
| Date Prepared | 2014-01-10 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 81303 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 620 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 620 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 620 | InterestOnSavingsAdjNetIncm |
| Total Revenue And Expenses | 620 | TotalRevenueAndExpenses |
| Total Net Investment Income | 620 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 620 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 475 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 60 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 545 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2710 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2710 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3255 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2710 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2635 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 620 | NetInvestmentIncome |
| Adjusted Net Income | 620 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 83938 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 81303 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 81303 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 83938 | TotalAssetsBOY |
| Total Assets EOY | 81303 | TotalAssetsEOY |
| Total Assets EOYFMV | 81303 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 83938 | RetainedEarningsBOY |
| Retained Earnings EOY | 81303 | RetainedEarningsEOY |
| Total Net Assets BOY | 83938 | TotalNetAssetsBOY |
| Total Net Assets EOY | 81303 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 83938 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 81303 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 83938 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2635 | ExcessOfRevenueOverExpenses |
| Subtotal | 81303 | Subtotal |
| Total Net Assets Fund Balances EOY | 81303 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19599 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 84232 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.232679 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 9606 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 88919 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.108031 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 90993 | NoncharitableAssetsYear3 |
| Total Distribution Ratio | 0.340710 | TotalDistributionRatio |
| Average Distribution Ratio | 0.170355 | AverageDistributionRatio |
| Net Noncharitable Assets | 81717 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 13921 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13927 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2710 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 12 | InvestmentIncomeExciseTax |
| Subtotal | 12 | Subtotal |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Tax Due | 12 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER M NEBENZAHL CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7183777870 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1053 EAST 2ND STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOSEPH GOLDBURD | ||||||||
| 1772 57TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| LORI GOLDBURD | ||||||||
| 1772 57TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 82961 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 82961 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 82961 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1244 | CashDeemedCharitable |
| Net Noncharitable Assets | 81717 | NetNoncharitableAssets |
| Minimum Investment Return | 4086 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4086 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Total Tax | 12 | TotalTax |
| Distributable Amount Before Adj | 4074 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4074 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4074 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2710 | ExpensesAndContributions |
| Qualifying Distributions | 2710 | QualifyingDistributions |
| Adj Qualifying Distributions | 2710 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4074 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 1002 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15407 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 16409 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2710 | QualifyingDistributions |
| Applied To Current Year | 2710 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 1364 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1364 | ExcessDistriCyovAppliedCY |
| Total Corpus | 15045 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 15045 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 15045 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CONGREGATION MINCHAS YEHUDA | ||||||
| 1068 56TH STREET | BROOKLYN | NY | 11219 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| CONGREGATION CHASIDEI GOOR | ||||||
| 1317 49TH STREET | BROOKLYN | NY | 11219 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| VARIOUS DISTRIBUTIONS | ||||||
| LESS THAN 1000 | BROOKLYN | NY | 11219 | PUBLIC | GENERAL OPERATIONS | $710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2710 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 620 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 620 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 620 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $475 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| JOSEPH GOLDBURD |
| LORI GOLDBURD |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| FILING FEES | 60 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $10 | Amount |