BETA

DG FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DG FAMILY FOUNDATION INC (EIN 35-2431688)
Tax period
2014-08-01 to 2015-07-31
Filed
2015-12-15
IRS object ID
201503499349100115
Schema version
2014v5.0
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)
Return2015-12-15T20:23:21-08:00ReturnTs
Tax Period End2015-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROCHWARGER & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1278 CEDAR BRIDGE AVEAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352431688EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DG Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDGFABusinessNameControlTxt
Phone7329012280PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11508 Malibu DriveAddressLine1Txt
CityLakewoodCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYOEL GARBERPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7329012280PhoneNum
Signature2015-12-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMOSHE ROCHWARGER CPAPreparerPersonNm
Phone7329012280PhoneNum
Preparation2015-12-15PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$105,700FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,543InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,543InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,543TotalRevAndExpnssAmt
Total Net Invst Incm$1,543TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,150AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$32TaxesRevAndExpnssAmt
Taxes Net Invst Incm$32TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,182TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,150TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,182TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$361ExcessRevenueOverExpensesAmt
Net Investment Income$1,511NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,937CashBOYAmt
Cash EOY$3,379CashEOYAmt
Cash EOYFMV$3,379CashEOYFMVAmt
Other Investments BOY$102,402OtherInvestmentsBOYAmt
Other Investments EOY$102,321OtherInvestmentsEOYAmt
Other Investments EOYFMV$102,321OtherInvestmentsEOYFMVAmt
Total Assets BOY$105,339TotalAssetsBOYAmt
Total Assets EOY$105,700TotalAssetsEOYAmt
Total Assets EOYFMV$105,700TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$103,715CapitalStockBOYAmt
Retained Earning BOY$1,624RetainedEarningBOYAmt
Retained Earning EOY$105,700RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$105,339TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$105,700TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$105,339TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$105,700TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$105,339TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$361ExcessRevenueOverExpensesAmt
Subtotal$105,700SubtotalAmt
Tot Net Ast Or Fund Balances EOY$105,700TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,063AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$107,486NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.140139DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,492AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$101,229NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.281461DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$85,079NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041138DistributionYr3Rt
Total Distribution0.462738TotalDistributionRt
Average Distribution0.154246AverageDistributionRt
Net Vl Noncharitable Assets$103,129NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,907AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,922AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,150QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30SubtotalAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$30TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksYOEL GARBERIndividualWithBooksNm
Phone7328867182PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11508 Malibu DriveAddressLine1Txt
CityLakewoodCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
YOEL GARBER
1508 Malibu DriveLakewoodNJ08701Trustee0$0$0$0
ADINA GARBER
1508 Malibu DriveLakewoodNJ08701Trustee0$0$0$0
DAVID GARBER
1839 53rd StBrooklynNY11204Trustee0$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$101,522AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,177AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$104,699TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$104,699AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,570CashDeemedCharitableAmt
Net Vl Noncharitable Assets$103,129NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,156MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,156MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$5,126DistributableBeforeAdjAmt
Distributable Before Ded$5,126DistributableBeforeDedAmt
Distributable As Adjusted$5,126DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,150ExpensesAndContributionsAmt
Qualifying Distributions$1,150QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,150AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,126DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$656ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$23,447ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,063ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,166TotalExcessDistributionCyovAmt
Qualifying Distributions$1,150QualifyingDistributionsAmt
Applied To Current Year$1,150AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,976ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,976ExcessDistributionCyovAppCYAmt
Total Corpus$35,190TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$35,190ExcessDistriCyovToNextYrAmt
Excess From Year2$20,127ExcessFromYear2Amt
Excess From Year1$15,063ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$1,543ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,543ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,543TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFunds are invested in a low risk investmentCategoryOrItemTxt
Book Value$102,321BookValueAmt
EOYFMV$102,321EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNet Investment IncomeCategoryTxt
Amt$32Amt
Net Investment Income$32NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.