JLG CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JLG CHARITABLE FOUNDATION (EIN 35-6818239)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2011-12-20
- IRS object ID
- 201123549349100102
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-20T12:49:00-06:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | 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 | 2010-06-01 | 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 | 2011-12-18 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEYER NEBENZAHL | Name |
| Phone | 7183777870 | Phone |
| Date Prepared | 2011-12-19 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 83187 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1408 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1408 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1408 | InterestOnSavingsAdjNetIncm |
| Total Revenue And Expenses | 1408 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1408 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1408 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 158 | LegalFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 24 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 182 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9620 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9620 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9802 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 9620 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8394 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1408 | NetInvestmentIncome |
| Adjusted Net Income | 1408 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 91581 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 83187 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 83187 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 91581 | TotalAssetsBOY |
| Total Assets EOY | 83187 | TotalAssetsEOY |
| Total Assets EOYFMV | 83187 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 91581 | RetainedEarningsBOY |
| Retained Earnings EOY | 83187 | RetainedEarningsEOY |
| Total Net Assets BOY | 91581 | TotalNetAssetsBOY |
| Total Net Assets EOY | 83187 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 91581 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 83187 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 91581 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8394 | ExcessOfRevenueOverExpenses |
| Subtotal | 83187 | Subtotal |
| Total Net Assets Fund Balances EOY | 83187 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Noncharitable Assets Year1 | 90993 | NoncharitableAssetsYear1 |
| Net Noncharitable Assets | 88919 | NetNoncharitableAssets |
| One Percent Net Investment Income | 14 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9620 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 14 | InvestmentIncomeExciseTax |
| Subtotal | 14 | Subtotal |
| Tax Based On Investment Income | 14 | TaxBasedOnInvestmentIncome |
| Tax Due | 14 | TaxDue |
| 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 |
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 | 90273 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 90273 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 90273 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1354 | CashDeemedCharitable |
| Net Noncharitable Assets | 88919 | NetNoncharitableAssets |
| Minimum Investment Return | 4446 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4446 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14 | TaxBasedOnInvestmentIncome |
| Total Tax | 14 | TotalTax |
| Distributable Amount Before Adj | 4432 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4432 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4432 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 9620 | ExpensesAndContributions |
| Qualifying Distributions | 9620 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 14 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9606 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4432 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4186 | UndistributedIncomePriorYear |
| Qualifying Distributions | 9620 | QualifyingDistributions |
| Applied To Year1 | 4186 | AppliedToYear1 |
| Applied To Current Year | 4432 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1002 | RemainingDistriFromCorpus |
| Total Corpus | 1002 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1002 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 1002 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CHEVRA HATZALAH | ||||||
| 1340 EAST 9TH STREET | BROOKLYN | NY | 11230 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| VAAD REFUAH INC | ||||||
| 1381 51ST STREET | BROOKLYN | NY | 11219 | PUBLIC | GENERAL OPERATIONS | $3,500 |
| KHAL BLEV ECHOD | ||||||
| 1448 56TH STREET | BROOKLYN | NY | 11219 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| VARIOUS DISTRIBUTIONS | ||||||
| LESS THAN 1000 | BROOKLYN | NY | 11219 | PUBLIC | GENERAL OPERATIONS | $4,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9620 | 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 | 1408 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1408 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1408 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| JOSEPH GOLDBURD |
| LORI GOLDBURD |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $158 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| BANK CHARGES | 24 |