STRATEGY STUDIO / PUBLIC DATA EXPLORER

J O G FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
J O G FAMILY FOUNDATION (EIN 20-1959702)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-03
IRS object ID
201321239349100222
Schema version
2012v2.0
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)
Timestamp2013-05-03T10:22:19-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Y E Gross CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11164 58TH STAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201959702EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JOG FAMILY FOUNDATION TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJOGFNameControl
Phone7184356436Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameABRAHAM OSTREICHERName
TitleTrusteeTitle
Date Signed2013-05-03DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameY E GROSSName
PTINP00542034PTIN
Phone7189721002Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY196850FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss35500ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss11InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm11InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm11InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss5237DividendsRevAndExpnss
Dividends Net Invst Incm5237DividendsNetInvstIncm
Dividends Adj Net Incm5237DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm1142CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses40748TotalRevenueAndExpenses
Total Net Investment Income6390TotalNetInvestmentIncome
Total Adjusted Net Income5248TotalAdjustedNetIncome
Accounting Fees Rev And Expnss550AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm300AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps250AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss334OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm334OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss884TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm634TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps250TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss24019ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps24019ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss24903TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm634TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps24269TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses15845ExcessOfRevenueOverExpenses
Net Investment Income5756NetInvestmentIncome
Adjusted Net Income5248AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY6431CashBOY
Cash EOY22098CashEOY
Cash EOYFMV22098CashEOYFMV
Savings And Temp Cash Invst BOY12967SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY7372SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV7372SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY135393InvestmentsCorpStockBOY
Investments Corp Stock EOY141166InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV167380InvestmentsCorpStockEOYFMV
Total Assets BOY154791TotalAssetsBOY
Total Assets EOY170636TotalAssetsEOY
Total Assets EOYFMV196850TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY154791CapitalStockBOY
Capital Stock EOY170636CapitalStockEOY
Total Net Assets BOY154791TotalNetAssetsBOY
Total Net Assets EOY170636TotalNetAssetsEOY
Total Liabilities Net Assets BOY154791TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY170636TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY154791TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses15845ExcessOfRevenueOverExpenses
Subtotal170636Subtotal
Total Net Assets Fund Balances EOY170636TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income1142CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year145555QualifyingDistributionsYear1
Noncharitable Assets Year1170048NoncharitableAssetsYear1
Distribution Ratio Year10.26790DistributionRatioYear1
Qualifying Distributions Year247605QualifyingDistributionsYear2
Noncharitable Assets Year2191394NoncharitableAssetsYear2
Distribution Ratio Year20.24873DistributionRatioYear2
Qualifying Distributions Year342450QualifyingDistributionsYear3
Noncharitable Assets Year389942NoncharitableAssetsYear3
Distribution Ratio Year30.47197DistributionRatioYear3
Qualifying Distributions Year4111036QualifyingDistributionsYear4
Noncharitable Assets Year4175330NoncharitableAssetsYear4
Distribution Ratio Year40.63330DistributionRatioYear4
Qualifying Distributions Year549769QualifyingDistributionsYear5
Noncharitable Assets Year5162545NoncharitableAssetsYear5
Distribution Ratio Year50.30619DistributionRatioYear5
Total Distribution Ratio1.92808TotalDistributionRatio
Average Distribution Ratio0.38562AverageDistributionRatio
One Percent Net Investment Income58OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One58AdjNonchrtblAssetsAndOnePct
Qualifying Distributions24269QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax58InvestmentIncomeExciseTax
Subtotal58Subtotal
Tax Based On Investment Income58TaxBasedOnInvestmentIncome
Tax Due58TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1ABRAHAM OSTREICHERBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7184356436BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
GOLDIE OSTREICHER
1020 EAST 27TH STREETBROOKLYNNY11210Trustee1.000
DEVORAH WEINMAN
1458 EAST 7TH STREETBROOKLYNNY11230Trustee1.000
MINDY SNOW
1194 EAST 19TH STREETBROOKLYNNY11230Trustee1.000
ABRAHAM OSTREICHER
1140 57TH STREETBROOKLYNNY11219Trustee2.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Tax Based On Investment Income58TaxBasedOnInvestmentIncome
Total Tax58TotalTax
Distributable Amount Before Adj58DistributableAmountBeforeAdj
Distributable Amount Before Ded58DistributableAmountBeforeDed
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions24269ExpensesAndContributions
Qualifying Distributions24269QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm58OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions24211AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year541752ExcessDistriCarryoverYear5
Excess Distri Carryover Year4102327ExcessDistriCarryoverYear4
Excess Distri Carryover Year342469ExcessDistriCarryoverYear3
Excess Distri Carryover Year247642ExcessDistriCarryoverYear2
Excess Distri Carryover Year137152ExcessDistriCarryoverYear1
Total Excess Distri Carryover271342TotalExcessDistriCarryover
Qualifying Distributions24269QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Remaining Distri From Corpus24269RemainingDistriFromCorpus
Total Corpus295611TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year541752ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year253859ExcessDistriCyovToNextYear
Excess From Year4102327ExcessFromYear4
Excess From Year342469ExcessFromYear3
Excess From Year247642ExcessFromYear2
Excess From Year137152ExcessFromYear1
Excess From Current Year24269ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
TOURO COLLEGE
1602 AVE JBROOKLYNNY11230NONE501 (C)3CHARITABLE$2,500
UNITED TALMUDICAL ACADEMY OF LAKEWO
800 PRINCETON AVELAKEWOODNJ08701NONE501 (C)3RELIGOUS$7,000
YESHIVA SHAARI TORAH
91 WEST CARLTON RDSUFFERNNY10901NONE501 (C)3CHARITABLE$625
KOLLEL AVREICHEM D' SATMAR
1 MONSEY BLVDMONSEYNY10952NONE501 (C)3CHARITABLE$5,500
CONG YITAV LEV D'SATMAR
125 HEYWARD STREETBROOKLYNNY11206NONE501 (C)3CHARITABLE$800
MIRRER YESHIVA HIGH SCHOOL
1791- OCEAN PKWYBROOKLYNNY11223NONE501 (C)3RELIGOUS & CHARITABLE$945
YESHIVA RUACH HATORAH
JOE PARKER RDLAKEWOODNJ08701NONE501 (C)3RELIGOUS & CHARITABLE$1,250
VARIOUS LOCAL CHARITIES UNDER 1000
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$2,700
MACHON BAIS YAKOV
1681 42nd STREETBROOKLYNNY11204NONE501 (C)3CHARITABLE$2,000
CONG KAHAL OHR HACHAIM
1424 49Th STREETBROOKLYNNY11219NONE501 (C)3CHARITABLE$699
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year24019TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$11ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,237ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$5,248ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA5248TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJOG TRUSTContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11020 E 27TH STAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11210ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions35500AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$550Amount
Net Investment Income300NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps250DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockFIDELITY INVESTMENTSNameOfStock
EOY Book Value141166EOYBookValue
EOYFMV167380EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
US Treasury9999
NYS Department of Law5050
Bank Charges185185