STRATEGY STUDIO / PUBLIC DATA EXPLORER

J O G FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
J O G FAMILY FOUNDATION (EIN 20-1959702)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-04
IRS object ID
201201259349100950
Schema version
2011v1.2
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)
Timestamp2012-05-04T12:02:07-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1YE Gross CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11175 58 StreetAddressLine1
CityBrooklynCity
StateNYState
ZIP Code11219ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

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 Signed2012-05-04DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameY E GROSSName
Phone7189721002Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY160925FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss24075ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss7InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm7InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss4419DividendsRevAndExpnss
Dividends Net Invst Incm4419DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss566NetGainSaleAssetsRevAndExpnss
Gross Sales Price566GrossSalesPrice
Capital Gain Net Incm Net Invst Incm566CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses29067TotalRevenueAndExpenses
Total Net Investment Income4992TotalNetInvestmentIncome
Other Expenses Rev And Expnss97OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm47OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps50OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss97TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm47TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps50TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss45505ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps45505ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss45602TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm47TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps45555TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-16535ExcessOfRevenueOverExpenses
Net Investment Income4945NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3336CashBOY
Cash EOY6431CashEOY
Cash EOYFMV6431CashEOYFMV
Savings And Temp Cash Invst BOY36464SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY12967SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV11625SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY131526InvestmentsCorpStockBOY
Investments Corp Stock EOY135393InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV142869InvestmentsCorpStockEOYFMV
Total Assets BOY171326TotalAssetsBOY
Total Assets EOY154791TotalAssetsEOY
Total Assets EOYFMV160925TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY171326CapitalStockBOY
Capital Stock EOY154791CapitalStockEOY
Total Net Assets BOY171326TotalNetAssetsBOY
Total Net Assets EOY154791TotalNetAssetsEOY
Total Liabilities Net Assets BOY171326TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY154791TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY171326TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-16535ExcessOfRevenueOverExpenses
Subtotal154791Subtotal
Total Net Assets Fund Balances EOY154791TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Gain Or LossGainOrLossDescription Of AssetDescriptionOfAsset
566
Capital Gain Dividends
FieldValueIRS element (for citing)
Capital Gain Net Income566CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year147605QualifyingDistributionsYear1
Noncharitable Assets Year1191394NoncharitableAssetsYear1
Distribution Ratio Year10.24873DistributionRatioYear1
Qualifying Distributions Year242450QualifyingDistributionsYear2
Noncharitable Assets Year289942NoncharitableAssetsYear2
Distribution Ratio Year20.47197DistributionRatioYear2
Qualifying Distributions Year3111036QualifyingDistributionsYear3
Noncharitable Assets Year3175330NoncharitableAssetsYear3
Distribution Ratio Year30.63330DistributionRatioYear3
Qualifying Distributions Year449769QualifyingDistributionsYear4
Noncharitable Assets Year4162545NoncharitableAssetsYear4
Distribution Ratio Year40.30619DistributionRatioYear4
Qualifying Distributions Year545496QualifyingDistributionsYear5
Noncharitable Assets Year5150274NoncharitableAssetsYear5
Distribution Ratio Year50.30275DistributionRatioYear5
Total Distribution Ratio1.96294TotalDistributionRatio
Average Distribution Ratio0.39259AverageDistributionRatio
Net Noncharitable Assets170048NetNoncharitableAssets
Adjusted Noncharitable Assets66759AdjustedNoncharitableAssets
One Percent Net Investment Income49OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One66808AdjNonchrtblAssetsAndOnePct
Qualifying Distributions45555QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax99InvestmentIncomeExciseTax
Subtotal99Subtotal
Tax Based On Investment Income99TaxBasedOnInvestmentIncome
Tax Due99TaxDue

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 Securities143709AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances28929AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets172638TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets172638AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2590CashDeemedCharitable
Net Noncharitable Assets170048NetNoncharitableAssets
Minimum Investment Return8502MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return8502MinimumInvestmentReturn
Tax Based On Investment Income99TaxBasedOnInvestmentIncome
Total Tax99TotalTax
Distributable Amount Before Adj8403DistributableAmountBeforeAdj
Distributable Amount Before Ded8403DistributableAmountBeforeDed
Distributable Amount As Adjusted8403DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions45555ExpensesAndContributions
Qualifying Distributions45555QualifyingDistributions
Adj Qualifying Distributions45555AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted8403DistributableAmountAsAdjusted
Excess Distri Carryover Year538027ExcessDistriCarryoverYear5
Excess Distri Carryover Year441752ExcessDistriCarryoverYear4
Excess Distri Carryover Year3102327ExcessDistriCarryoverYear3
Excess Distri Carryover Year242469ExcessDistriCarryoverYear2
Excess Distri Carryover Year147642ExcessDistriCarryoverYear1
Total Excess Distri Carryover272217TotalExcessDistriCarryover
Qualifying Distributions45555QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year8403AppliedToCurrentYear
Remaining Distri From Corpus37152RemainingDistriFromCorpus
Total Corpus309369TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year538027ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year271342ExcessDistriCyovToNextYear
Excess From Year441752ExcessFromYear4
Excess From Year3102327ExcessFromYear3
Excess From Year242469ExcessFromYear2
Excess From Year147642ExcessFromYear1
Excess From Current Year37152ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BNOS CHAVA TEACHERS SEMINARY
25 BROADWAY-STE 403NEW YORKNY10004NONE501 (C)3CHARITABLE$2,500
CONG KEHILLATH HEARTHSTONE
911 HEARTHSTONE DRLAKEWOODNJ08701NONE501 (C)3CHARITABLE$1,500
YESHIVA SHAARI TORAH
91 WEST CARLTON RDSUFFERNNY10901NONE501 (C)3CHARITABLE$7,575
NEVE YERUSALEM BNOS CHAVA
25 BROADWAY-STE 403NEW YORKNY10004NONE501 (C)3CHARITABLE$9,500
KOLLEL AVREICHEM D' SATMAR
1 MONSEY BLVDMONSEYNY10952NONE501 (C)3CHARITABLE$10,250
CONG YITAV LEV D'SATMAR
125 HEYWARD STREETBROOKLYNNY11206NONE501 (C)3CHARITABLE$1,000
CONG DVAR MOSHE
1073 EAST 27th STREETBROOKLYNNY11230NONE501 (C)3CHARITABLE$5,000
MIRRER YESHIVA HIGH SCHOOL
1791- OCEAN PKWYBROOKLYNNY11223NONE501 (C)3RELIGOUS & CHARITABLE$1,825
YESHIVA RUACH HATORAH
JOE PARKER RDLAKEWOODNJ08701NONE501 (C)3RELIGOUS & CHARITABLE$1,250
VARIOUS LOCAL CHARITIES UNDER 1000
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$2,019
YESHIVA GEDOLAH OF CLIFFWOOD
200 CENTER STREETKEYPORTNJ07735NONE501 (C)3CHARITABLE$100
MACHON BAIS YAKOV
1681 42nd STREETBROOKLYNNY11204NONE501 (C)3CHARITABLE$2,000
CONG KAHAL OHR HACHAIM
1424 49Th STREETBROOKLYNNY11219NONE501 (C)3CHARITABLE$986
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year45505TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$7ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,419ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Unrelated Business Income$566UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$566UnrelatedBusinessIncomeAmount
Exclusion$4,426ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA4992TotalPartXVIA

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 (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
2JOG TRUST1020 E 27TH STBROOKLYNNY1121016500X
1DEVORAH WEINMAN1458 EAST 7TH STREETBROOKLYNNY112307575X

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockFIDELITY INVESTMENTSNameOfStock
EOY Book Value135393EOYBookValue
EOYFMV142869EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
US Treasury3737
NYS Department of Law5050
Bank Charges1010