STRATEGY STUDIO / PUBLIC DATA EXPLORER

J O G FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
J O G FAMILY FOUNDATION (EIN 20-1959702)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-06
IRS object ID
201441269349100024
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-06T12:57:07-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YE Gross CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11175 58 StreetAddressLine1
CityBrooklynCity
StateNYState
ZIP Code11219ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201959702EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOG FAMILY FOUNDATION TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJOGFBusinessNameControlTxt
Phone7184356436PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11140 57TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABRAHAM OSTREICHERPersonNm
Person TitleTrusteePersonTitleTxt
Signature2014-05-06SignatureDt
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)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$386,337FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$171,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,544DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,544DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,544DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,087NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,087GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,087CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$179,631TotalRevAndExpnssAmt
Total Net Invst Incm$8,631TotalNetInvstIncmAmt
Total Adj Net Incm$4,544TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$300OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$200OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$550TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,467ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,467ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,017TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$300TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,717TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$161,614ExcessRevenueOverExpensesAmt
Net Investment Income$8,331NetInvestmentIncomeAmt
Adjusted Net Income$4,544AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,098CashBOYAmt
Cash EOY$175,139CashEOYAmt
Cash EOYFMV$175,139CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,372SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,928SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,928SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$141,166CorporateStockBOYAmt
Corporate Stock EOY$149,183CorporateStockEOYAmt
Corporate Stock EOYFMV$203,270CorporateStockEOYFMVAmt
Total Assets BOY$170,636TotalAssetsBOYAmt
Total Assets EOY$332,250TotalAssetsEOYAmt
Total Assets EOYFMV$386,337TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$170,636CapitalStockBOYAmt
Capital Stock EOY$332,250CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$170,636TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$332,250TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$170,636TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$332,250TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$170,636TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$161,614ExcessRevenueOverExpensesAmt
Subtotal$332,250SubtotalAmt
Tot Net Ast Or Fund Balances EOY$332,250TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmt
Capital Gain Dividends
$4,087
FieldValueIRS element (for citing)
Capital Gain Net Income$4,087CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,211AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$176,866NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.13689DistributionYr1Rt
Adjusted Qlfy Distri Yr2$45,555AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$170,048NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.26790DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,605AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$191,394NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.24873DistributionYr3Rt
Adjusted Qlfy Distri Yr4$42,450AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$89,942NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.47197DistributionYr4Rt
Adjusted Qlfy Distri Yr5$111,036AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$175,330NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.63330DistributionYr5Rt
Total Distribution1.75878TotalDistributionRt
Average Distribution0.35176AverageDistributionRt
Net Vl Noncharitable Assets$214,384NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$75,411AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$83NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$75,494AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,717QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$167InvestmentIncomeExciseTaxAmt
Subtotal$167SubtotalAmt
Tax Based On Investment Income$167TaxBasedOnInvestmentIncomeAmt
Tax Due$167TaxDueAmt

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 OSTREICHERBusinessNameLine1
FieldValueIRS element (for citing)
Phone7184356436PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11140 57TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$185,325AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,324AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$217,649TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$217,649AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,265CashDeemedCharitableAmt
Net Vl Noncharitable Assets$214,384NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,719MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,719MinimumInvestmentReturnAmt
Tax Based On Investment Income$167TaxBasedOnInvestmentIncomeAmt
Total Tax$167TotalTaxAmt
Distributable Before Adj$10,552DistributableBeforeAdjAmt
Distributable Before Ded$10,552DistributableBeforeDedAmt
Distributable As Adjusted$10,552DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,717ExpensesAndContributionsAmt
Qualifying Distributions$17,717QualifyingDistributionsAmt
Adjusted Qualifying Distri$17,717AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,552DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$102,327ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$42,469ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$47,642ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,152ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,269ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$253,859TotalExcessDistributionCyovAmt
Qualifying Distributions$17,717QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,552AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,165RemainingDistriFromCorpusAmt
Total Corpus$261,024TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$102,327ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$158,697ExcessDistriCyovToNextYrAmt
Excess From Year4$42,469ExcessFromYear4Amt
Excess From Year3$47,642ExcessFromYear3Amt
Excess From Year2$37,152ExcessFromYear2Amt
Excess From Year1$24,269ExcessFromYear1Amt
Excess From Current Year$7,165ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONG KAHAL OHR HACHAIM
1424 49Th STREETBROOKLYNNY11219NONE501 (C)3CHARITABLE$4,050
VARIOUS LOCAL CHARITIES UNDER 1000
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$2,164
YESHIVA RUACH HATORAH
JOE PARKER RDLAKEWOODNJ08701NONE501 (C)3RELIGOUS & CHARITABLE$7,750
MIRRER YESHIVA HIGH SCHOOL
1791- OCEAN PKWYBROOKLYNNY11223NONE501 (C)3RELIGOUS & CHARITABLE$510
CONG YITAV LEV D'SATMAR
125 HEYWARD STREETBROOKLYNNY11206NONE501 (C)3CHARITABLE$500
TOURO COLLEGE
1602 AVE JBROOKLYNNY11230NONE501 (C)3CHARITABLE$2,493
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,467TotalGrantOrContriPdDurYrAmt

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$4,544ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,087RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,544ExclusionAmt
Related Or Exempt Function Incm$4,087RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,631TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ABRAHAM OSTREICHER
11140 57TH STREETBROOKLYNNY11219$56,000Yes (X)
DEVORAH WEINMAN
21458 EAST 7TH STREETBROOKLYNNY11230$50,000Yes (X)
JOG TRUST
31020 E 27TH STBROOKLYNNY11210$15,000Yes (X)
MINDY SNOW
41194 EAST 19th STREETBROOKLYNNY11230$50,000Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$149,183EOYBookValueAmt
EOYFMV$203,270EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS Department of LawDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$500Amt
Net Investment Income$300NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt