STRATEGY STUDIO / PUBLIC DATA EXPLORER

J O G FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
J O G FAMILY FOUNDATION (EIN 20-1959702)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-10
IRS object ID
201111309349100141
Schema version
2010v3.2
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)
Timestamp2011-05-10T15:11:48-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameY E GROSSName
Phone7189721002Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY184348FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss25950ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss18InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm18InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm18InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss5142DividendsRevAndExpnss
Dividends Net Invst Incm5142DividendsNetInvstIncm
Dividends Adj Net Incm5142DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss0NetGainSaleAssetsRevAndExpnss
Total Revenue And Expenses31110TotalRevenueAndExpenses
Total Net Investment Income5160TotalNetInvestmentIncome
Total Adjusted Net Income5160TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1900AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1400AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps500AccountingFeesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss0DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss81OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm31OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps50OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1981TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1431TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps550TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss47092ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps47092ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss49073TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1431TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps47642TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-17963ExcessOfRevenueOverExpenses
Net Investment Income3729NetInvestmentIncome
Adjusted Net Income5160AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY9960CashBOY
Cash EOY3336CashEOY
Cash EOYFMV3336CashEOYFMV
Savings And Temp Cash Invst EOY36464SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV36463SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY179329InvestmentsCorpStockBOY
Investments Corp Stock EOY131526InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV144549InvestmentsCorpStockEOYFMV
Total Assets BOY189289TotalAssetsBOY
Total Assets EOY171326TotalAssetsEOY
Total Assets EOYFMV184348TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY189289CapitalStockBOY
Capital Stock EOY171326CapitalStockEOY
Total Net Assets BOY189289TotalNetAssetsBOY
Total Net Assets EOY171326TotalNetAssetsEOY
Total Liabilities Net Assets BOY189289TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY171326TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY189289TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-17963ExcessOfRevenueOverExpenses
Subtotal171326Subtotal
Total Net Assets Fund Balances EOY171326TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year142450QualifyingDistributionsYear1
Qualifying Distributions Year2111036QualifyingDistributionsYear2
Noncharitable Assets Year2175330NoncharitableAssetsYear2
Distribution Ratio Year20.63330DistributionRatioYear2
Qualifying Distributions Year349769QualifyingDistributionsYear3
Noncharitable Assets Year3162545NoncharitableAssetsYear3
Distribution Ratio Year30.30619DistributionRatioYear3
Qualifying Distributions Year445496QualifyingDistributionsYear4
Noncharitable Assets Year4150274NoncharitableAssetsYear4
Distribution Ratio Year40.30275DistributionRatioYear4
Total Distribution Ratio1.24224TotalDistributionRatio
Average Distribution Ratio0.31056AverageDistributionRatio
One Percent Net Investment Income37OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One37AdjNonchrtblAssetsAndOnePct
Qualifying Distributions47642QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax37InvestmentIncomeExciseTax
Subtotal37Subtotal
Tax Based On Investment Income37TaxBasedOnInvestmentIncome
Tax Due37TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

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 Income37TaxBasedOnInvestmentIncome
Total Tax37TotalTax
Distributable Amount Before Adj37DistributableAmountBeforeAdj
Distributable Amount Before Ded37DistributableAmountBeforeDed
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions47642ExpensesAndContributions
Qualifying Distributions47642QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm37OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions47605AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year438027ExcessDistriCarryoverYear4
Excess Distri Carryover Year341752ExcessDistriCarryoverYear3
Excess Distri Carryover Year2102327ExcessDistriCarryoverYear2
Excess Distri Carryover Year142469ExcessDistriCarryoverYear1
Total Excess Distri Carryover224575TotalExcessDistriCarryover
Qualifying Distributions47642QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Remaining Distri From Corpus47642RemainingDistriFromCorpus
Total Corpus272217TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year272217ExcessDistriCyovToNextYear
Excess From Year438027ExcessFromYear4
Excess From Year341752ExcessFromYear3
Excess From Year2102327ExcessFromYear2
Excess From Year142469ExcessFromYear1
Excess From Current Year47642ExcessFromCurrentYear

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
AMERICAN FRIENDS OF YESHIVA DMIR
5227 NEW UTRECHT AVEBROOKLYNNY11219NONE501 (C)3RELIGOUS & CHARITABLE$3,300
YESHIVA RUACH HATORAH
1450 OCEAN AVEBROOKLYNNY11230NONE501 (C)3RELIGOUS & CHARITABLE$2,600
TOURO COLLEGE
27-33 WEST 23NEW YORKNY10010NONE501 (C)3SCHOLARSHIPS FOR THE NEEDY$6,500
YESHIVA GEDOLA OHR YISROEL
8800 SEAVIEW AVEBROOKLYNNY11236NONE501 (C)3RELIGIOUS$1,500
BAIS YAACOV ACADEMY
1213 ELM AVEBROOKLYNNY11230NONE501 (C)3CHARITABLE$400
VARIOUS LOCAL CHARITIES UNDER 1000
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$3,867
YESHIVA GEDOLAH OF CLIFFWOOD
N/ACLIFFWOODNJ08701NONE501 (C)3CHARITABLE$1,000
TELSHE YESHIVA
3535 WEST FOSTER AVECHICAGOIL60625NONE501 (C)3CHARITABLE$1,400
MACHON BAIS YAKOV
1681 42nd STREETBROOKLYNNY11204NONE501 (C)3CHARITABLE$4,150
CONG MATEH EFRAIM
1264 56th STREETBROOKLYNNY11219NONE501 (C)3CHARITABLE$1,300
BETH MEDRASH GOVOHA
425 11th STREETLAKEWOODNJ08701NONE501 (C)3CHARITABLE$2,000
GEMACH TORAS EMECHA
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$18,000
CONG KAHAL OHR HACHAIM
N/ABROOKLYNNY11219NONE501 (C)3CHARITABLE$1,075
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year47092TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$18ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,142ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$5,160ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA5160TotalPartXVIA

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 (3 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
3JOG TRUST1020 E 27TH STBROOKLYNNY112107500X
2DEVORAH WEINMAN1458 EAST 7TH STREETBROOKLYNNY112306200X
1ABRAHAM OSTREICHER1140 57TH STREETBROOKLYNNY1121912250X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$1,900Amount
Net Investment Income1400NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps500DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockFIDELITY INVESTMENTSNameOfStock
EOY Book Value131526EOYBookValue
EOYFMV144549EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
US TREASURY1919
NYS DEPT OF LAW5050
Bank Charges1212