JLG CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: JLG CHARITABLE FOUNDATION (EIN 35-6818239)
Tax period: 2011-06-01 to 2012-05-31
Filed: 2012-11-05
IRS object ID: 201243109349100409
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Compensation Explanation
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-05T12:13:38-06:00	Timestamp
Tax Period End Date	2012-05-31	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	2011-06-01	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	2012-11-01	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MEYER NEBENZAHL	Name
Phone	7183777870	Phone
Date Prepared	2012-11-05	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	83938	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	20000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	999	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	999	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	999	InterestOnSavingsAdjNetIncm
Total Revenue And Expenses	20999	TotalRevenueAndExpenses
Total Net Investment Income	999	TotalNetInvestmentIncome
Total Adjusted Net Income	999	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	450	AccountingFeesRevAndExpnss
Taxes Rev And Expnss	14	TaxesRevAndExpnss
Other Expenses Rev And Expnss	175	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	639	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	19609	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	19609	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	20248	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	19609	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	751	ExcessOfRevenueOverExpenses
Net Investment Income	999	NetInvestmentIncome
Adjusted Net Income	999	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	83187	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	83938	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	83938	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	83187	TotalAssetsBOY
Total Assets EOY	83938	TotalAssetsEOY
Total Assets EOYFMV	83938	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	83187	RetainedEarningsBOY
Retained Earnings EOY	83938	RetainedEarningsEOY
Total Net Assets BOY	83187	TotalNetAssetsBOY
Total Net Assets EOY	83938	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	83187	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	83938	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	83187	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	751	ExcessOfRevenueOverExpenses
Subtotal	83938	Subtotal
Total Net Assets Fund Balances EOY	83938	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	9606	QualifyingDistributionsYear1
Noncharitable Assets Year1	88919	NoncharitableAssetsYear1
Distribution Ratio Year1	0.108031	DistributionRatioYear1
Noncharitable Assets Year2	90993	NoncharitableAssetsYear2
Total Distribution Ratio	0.108031	TotalDistributionRatio
Average Distribution Ratio	0.108031	AverageDistributionRatio
Net Noncharitable Assets	84232	NetNoncharitableAssets
Adjusted Noncharitable Assets	9100	AdjustedNoncharitableAssets
One Percent Net Investment Income	10	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	9110	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	19609	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	10	InvestmentIncomeExciseTax
Subtotal	10	Subtotal
Tax Based On Investment Income	10	TaxBasedOnInvestmentIncome
Tax Paid With Extension	10	TaxPaidWithExtension
Total Credits And Payments	10	TotalCreditsAndPayments
Amount Credited To Next Year	0	AmountCreditedToNextYear

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

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	85515	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	85515	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	85515	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1283	CashDeemedCharitable
Net Noncharitable Assets	84232	NetNoncharitableAssets
Minimum Investment Return	4212	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	4212	MinimumInvestmentReturn
Tax Based On Investment Income	10	TaxBasedOnInvestmentIncome
Total Tax	10	TotalTax
Distributable Amount Before Adj	4202	DistributableAmountBeforeAdj
Distributable Amount Before Ded	4202	DistributableAmountBeforeDed
Distributable Amount As Adjusted	4202	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	19609	ExpensesAndContributions
Qualifying Distributions	19609	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	10	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	19599	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	4202	DistributableAmountAsAdjusted
Excess Distri Carryover Year1	1002	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1002	TotalExcessDistriCarryover
Qualifying Distributions	19609	QualifyingDistributions
Applied To Current Year	4202	AppliedToCurrentYear
Remaining Distri From Corpus	15407	RemainingDistriFromCorpus
Total Corpus	16409	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	16409	ExcessDistriCyovToNextYear
Excess From Year1	1002	ExcessFromYear1
Excess From Current Year	15407	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
VAAD REFUAH INC
1381 51ST STREET	BROOKLYN	NY	11219	PUBLIC	GENERAL OPERATIONS	$3,600
YESHIVA TORAH TEMIMA
555 OCEAN PARKWAY	BROOKLYN	NY	11218	PUBLIC	GENERAL OPERATIONS	$2,700
YAD EPHRAIM
5017 10TH AVENUE	BROOKLYN	NY	11219	PUBLIC	GENERAL OPERATIONS	$2,500
EMERGENCY PARNOSSA INITIATIVE
11 BROADWAY 13TH FLOOR	NEW YORK	NY	10004	PUBLIC	GENERAL OPERATIONS	$2,500
BOROUGH PARK VOLUNTEERS OF HATZOLAH
5215 16TH AVENUE	BROOKLYN	NY	11204	PUBLIC	GENERAL OPERATIONS	$5,600
VARIOUS DISTRIBUTIONS
LESS THAN 1000	BROOKLYN	NY	11219	PUBLIC	GENERAL OPERATIONS	$2,709

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	19609	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	999	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	999	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	999	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	FRENKEL HERSHKOWITZ SHAFRAN LLP	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	16 EAST 34TH STREET	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10016	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	20000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	Category
Amount	$450	Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

JOSEPH GOLDBURD
LORI GOLDBURD

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
PRINTING EXPENSE	55
FILING FEES	60
BANK CHARGES	60

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	EXCISE TAX	Category
Amount	$14	Amount