STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BREMAN FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BREMAN FOUNDATION INC (EIN 58-6043553)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-02-10
IRS object ID
202310419349301951
Schema version
2021v4.2
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)
Return2023-02-10T16:35:06-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581763439PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDHAM BRANNON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13630 PEACHTREE RD NE SUITE 600AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30326ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586043553EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BREMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBREMBusinessNameControlTxt
Phone4048731661PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11440 SPRING STREET NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJARVIN LEVISONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4048731661PhoneNum
Signature2023-02-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJARVINPersonFirstNm
Person LastLEVISONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLYE W DOOLEYPreparerPersonNm
PTINP00292964PTIN
Phone4048982000PhoneNum
Preparation2023-02-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJARVIN LEVISONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11440 SPRING STREET NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,864,187GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1952FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionSUPPORT FOR THE MISSION OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,394PYContributionsGrantsAmt
CY Contributions Grants$2,250CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$916,703PYInvestmentIncomeAmt
CY Investment Income$1,850,711CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$919,097PYTotalRevenueAmt
CY Total Revenue$1,852,961CYTotalRevenueAmt
PY Grants And Similar Paid$950,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$866,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$156,270PYOtherExpensesAmt
CY Other Expenses$169,416CYOtherExpensesAmt
PY Total Expenses$1,106,270PYTotalExpensesAmt
CY Total Expenses$1,035,916CYTotalExpensesAmt
PY Revenues Less Expenses-$187,173PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$817,045CYRevenuesLessExpensesAmt
Total Assets BOY$18,900,087TotalAssetsBOYAmt
Total Assets EOY$15,316,218TotalAssetsEOYAmt
Total Liabilities BOY$308,749TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,591,338NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,316,218NetAssetsOrFundBalancesEOYAmt
MissionTHIS ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC., AN IRC 501(C)(3) ORGANIZATIONMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$230,000ExpenseAmt
Grant$230,000GrantAmt
DescSERVING THE FRAIL ELDERLY AND DISABLED IN THE ATLANTA AREA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$200,000ExpenseAmt
Grant$200,000GrantAmt
DescPROVIDING LEADERSHIP AND SUPPORT FOR THE NETWORK OF JEWISH NOT-FOR-PROFIT ORGANIZATIONS IN THE GREATER ATLANTA AREA.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$160,000ExpenseAmt
Grant$160,000GrantAmt
DescSUPPORTING HISTORY MUSEUM WITH EXHIBITS AND COLLECTIONS EMPHASIZING THE ATLANTA JEWISH COMMUNITY AND THE HOLOCAUST.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$276,500ExpenseAmt
Grant$276,500GrantAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$276,500TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$276,500TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$866,500TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RENEE KUTNERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6782223749PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11440 SPRING STREET NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ISAAC FRANK
DIRECTOR0.90Yes (X)$0$0$0
JARVIN LEVISON
PRESIDENT4.00Yes (X)$0$0$0Yes (X)
CAROL NEMO
VICE PRESIDENT0.90Yes (X)$0$0$0Yes (X)
DAN NEMO
DIRECTOR0.90Yes (X)$0$0$0
JUSTIN MILRAD
DIRECTOR0.90Yes (X)$0$0$0
JENNIFER PELCYGER
DIRECTOR0.90Yes (X)$0$0$0
JACK HALPERN
DIRECTOR0.90Yes (X)$0$0$0
JACK BALSER
DIRECTOR0.90Yes (X)$0$0$0
JOE BREMAN
DIRECTOR0.90Yes (X)$0$0$0
STEPHEN BERMAN
CFO4.00Yes (X)$0$0$0Yes (X)
ROBERTA NEMO
DIRECTOR0.90Yes (X)$0$0$0
SYBIL BREMAN
DIRECTOR0.90Yes (X)$0$0$0
JORI MENDEL
VICE PRESIDENT0.90Yes (X)$0$136,794$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$136,794TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,250AllOtherContributionsAmt
Total Contributions$2,250TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$735,543TotalRevenueColumnAmt
Exclusion$735,543ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,126,394SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,011,226SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,115,168SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,115,168TotalRevenueColumnAmt
Exclusion$1,115,168ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,852,961TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,850,711ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$866,500TotalAmt
Program Services$866,500ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$113,742TotalAmt
Management And General$113,742ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Management And General$20,000ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE EXPENSESDesc
Total$35,674TotalAmt
Management And General$35,674ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,035,916TotalAmt
Program Services$866,500ProgramServicesAmt
Management And General$169,416ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,900,087BOYAmt
EOY$15,316,218EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,900,087BOYAmt
EOY$15,316,218EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$308,749BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$308,749BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,591,338BOYAmt
EOY$15,316,218EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,591,338BOYAmt
EOY$15,316,218EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,900,087BOYAmt
EOY$15,316,218EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$817,045ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,092,165NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER ATLANTABusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN581021791EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$866,500SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$866,500SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgYes (1)OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCH. A, PART IV, SECTION A, LINE 1THIS SUPPORTING ORGANIZATION TRANSFERRED $200,000 DIRECTLY TO ITS SUPPORTED ORGANIZATION, THE JEWISH FEDERATION OF GREATER ATLANTA, INC. THE REMAINING $666,500 WAS TRANSFERRED TO OTHER 501(C)(3) ORGANIZATIONS WHICH ARE MEMBERS OF THE CHARITABLE CLASS BENEFITED BY THE JEWISH FEDERATION OF GREATER ATLANTA, INC.
SCH. A, PART IV, SECTION B, LINE 2THE SUPPORTING ORGANIZATION'S ARTICLES OF INCORPORATION PROVIDE FOR SUPPORTING THE ATLANTA JEWISH FEDERATION, INC. (NOW THE JEWISH FEDERATION OF GREATER ATLANTA, INC.) AND OTHER SUCH ORGANIZATIONS WHICH MAY RECEIVE SUPPORT FROM THE JEWISH FEDERATION OF GREATER ATLANTA, INC.

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,591,339BeginningYearBalanceAmt
Contributions$2,250ContributionsAmt
Investment Earnings Or Losses-$2,355,196InvestmentEarningsOrLossesAmt
Grants Or Scholarships$866,500GrantsOrScholarshipsAmt
Administrative Expenses$55,674AdministrativeExpensesAmt
End Year Balance$15,316,218EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,809,963BeginningYearBalanceAmt
Contributions$2,394ContributionsAmt
Investment Earnings Or Losses$3,785,137InvestmentEarningsOrLossesAmt
Grants Or Scholarships$950,000GrantsOrScholarshipsAmt
Administrative Expenses$56,155AdministrativeExpensesAmt
End Year Balance$18,591,339EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,952,058BeginningYearBalanceAmt
Contributions$26,668ContributionsAmt
Investment Earnings Or Losses$721,173InvestmentEarningsOrLossesAmt
Grants Or Scholarships$835,520GrantsOrScholarshipsAmt
Administrative Expenses$54,416AdministrativeExpensesAmt
End Year Balance$15,809,963EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,759,706BeginningYearBalanceAmt
Contributions$5,945,801ContributionsAmt
Investment Earnings Or Losses$1,015,491InvestmentEarningsOrLossesAmt
Grants Or Scholarships$719,750GrantsOrScholarshipsAmt
Administrative Expenses$49,189AdministrativeExpensesAmt
End Year Balance$15,952,058EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,815,660BeginningYearBalanceAmt
Contributions$329,217ContributionsAmt
Investment Earnings Or Losses$2,051,676InvestmentEarningsOrLossesAmt
Grants Or Scholarships$406,250GrantsOrScholarshipsAmt
Administrative Expenses$30,597AdministrativeExpensesAmt
End Year Balance$9,759,706EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:FIN 48 FOOTNOTE ON THE CONSOLIDATED FINANCIAL STATEMENTS FOR JEWISH FEDERATION OF GREATER ATLANTA, INC. THE FEDERATION QUALIFIES FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, IF ANY, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. MANAGEMENT BELIEVES THE FEDERATION MET THE REQUIREMENTS TO MAINTAIN THEIR TAX-EXEMPT STATUS; THEREFORE, NO PROVISION FOR INCOME TAXES ON EXEMPT PURPOSES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. AS OF AND FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, FEDERATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. FEDERATION'S INCOME TAX RETURN FOR THE PRIOR THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION.
PART V, LINE 4THE BREMAN FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC., A IRC SECTION 501(C)(3) ORGANIZATION.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
JEWISH FAMILY & CAREER SERVICES
4549 CHAMBLEE DUNWOODY RDATLANTAGA303386210581479212501(C)(3)$34,000$0DONATION
JEWISH FEDERATION OF GREATER ATLANTA
1440 SPRING STREET NWATLANTAGA30309581021791501(C)(3)$200,000$0DONATION
THE TEMPLE
1589 PEACHTREE ST NEATLANTAGA303092401581083581501(C)(3)$25,000$0DONATION
THE WILLIAM BREMAN JEWISH HERITAGE MUSEUM
1440 SPRING STREET NWATLANTAGA30309020541872501(C)(3)$160,000$0DONATION
WILLIAM BREMAN JEWISH HOME
3150 HOWELL MILL ROAD NWATLANTAGA30327580610059501(C)(3)$167,500$0DONATION
ANTI-DEFAMATION LEAGUE - SE REGIONAL
3490 PIEDMONT ROAD SUITE 610ATLANTAGA30305132887439501(C)(3)$30,000$0DONATION
HIGH MUSEUM OF ART
1280 PEACHTREE STREET NEATLANTAGA30309580633971501(C)(3)$12,500$0DONATION
AMERICAN JEWISH COMMITTEE
SIX PIEDMONT CENTER SUITE 510ATLANTAGA30305135563393501(C)(3)$10,000$0DONATION
KENNESAW STATE UNIVERSITY RESEARCH & SERVICE FOUNDATION
585 COBB AVENUE ROOM 3407 MD0111KENNESAWGA30144371535589501(C)(3)$12,500$0DONATION
ROBERT W WOODRUFF ARTS CENTER
PO BOX 117237ATLANTAGA30368580633971501(C)(3)$10,000$0DONATION
IN THE CITY CAMP INC
2897 N DRUID HILLS RD 344ATLANTAGA30329472246068501(C)(3)$10,000$0DONATION
JEWISH HOME LIFE COMMUNITIES INC
3150 HOWELL MILL ROAD NWATLANTAGA30327474755353501(C)(3)$17,500$0DONATION
AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC
25 WEST 45TH SUITE 1405NEW YORKNY10036133434781501(C)(3)$10,000$0DONATION
CREATING CONNECTED COMMUNITIES INC
PO BOX 500247ATLANTAGA31150271926563501(C)(3)$10,000$0DONATION
GRADY HEALTH FOUNDATION
191 PEACHTREE STREET SUITE 820ATLANTAGA30303582130437501(C)(3)$12,500$0DONATION
THE BLUE DOVE FOUNDATION
1200 ASHWOOD PKWY SUITE 400ATLANTAGA30338824010231501(C)(3)$10,000$0DONATION
SOUTHERN JEWISH RESOURCE NETWORK INC- SOJOURN
1530 DEKALB AVENUE SUITE AATLANTAGA30307463383825501(C)(3)$12,500$0DONATION
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28226262599786501(C)(3)$12,500$0DONATION
ISRAEL SPORTS CENTER FOR THE DISABLED
ONE NORTHFIELD PLAZA STE 300NORTHFIELDIL60093112720514501(C)(3)$10,000$0DONATION
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY - SUITE 1700NEW YORKNY10004131624240501(C)(3)$10,000$0DONATION
JEWISH NATIONAL FUND
6065 ROSWELL ROAD STE 214ATLANTAGA30328131659627501(C)(3)$10,000$0DONATION
THE WISDOM CENTER FOR AUTISM
PO BOX 343HAIKUHI96708463810231501(C)(3)$10,000$0DONATION
HEBREW IMMIGRANT AID SOCIETY
PO BOX 97077WASHINGTONDC20090521332694501(C)(3)$10,000$0DONATION
HILLELS OF GEORGIA
1100 SPRING STREET NW SUITE 810ATLANTAGA30309582051970501(C)(3)$10,000$0DONATION
CAMP RAMAH DAROM
6400 POWERS FERRY RD NW SUITE 215ATLANTAGA30339582146741501(C)(3)$10,000$0DONATION
THE FELICIA PENZELL WEBER JEWISH COMMUNITY HIGH SCHOOL
6751 ROSWELL ROADATLANTAGA30328582207654501(C)(3)$10,000$0DONATION
RODEF SHALOM
450 S KEARNEY STREETDENVERCO80224844010231501(C)(3)$10,000$0DONATION
THE JEWISH FEDERATION OF LOUISVILLE KY
3630 DUTCHMANS LANELOUISVILLEKY40205610444765501(C)(3)$10,000$0DONATION
FieldValueIRS element (for citing)
Total501c3 Org28Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IVFormAndLineReferenceDesc
ExplanationALL ARE UNRESTRICTED GRANTS TO 501(C)(3) ORGANIZATIONS AND THEREFORE MONITORING IS NOT REQUIRED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2NAME: RELATIONSHIP: CAROL NEMO FAMILY DAUGHTER DAN NEMO FAMILY GRANDSON JORI MENDEL BUSINESS JEWISH FEDERATION OF GREATER ATLANTA EMPLOYEE JENNIFER PELCYGER FAMILY GRANDDAUGHTER ROBERTA NEMO FAMILY GRANDDAUGHTER SYBIL BREMAN FAMILY GRANDDAUGHTER JOE BREMAN FAMILY GRANDSON JACK HALPERN BUSINESS JEWISH FEDERATION OF GREATER ATLANTA BOARD
FORM 990, PART VI, SECTION A, LINE 7AJEWISH FEDERATION OF GREATER ATLANTA, INC. ELECTS MAJORITY OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BDESIGNATED MEMBER(S) OF THE GOVERNING BODY REVIEW THE FORM.
FORM 990, PART VI, SECTION B, LINE 12CWHENEVER A NEW RELATIONSHIP IS CONTEMPLATED, THE MEMBERS OF THE BOARD ARE POLLED FOR ANY RELATIONSHIP BETWEEN THEM AND THEIR FAMILIES AND THE NEW ENTITY. EVERY YEAR MEMBERS OF THE BOARD AND THEIR FAMILIES ARE ASKED IF THEY HAVE A RELATIONSHIP WITH ANY ENTITY THAT IS INVOLVED WITH THE FOUNDATION. IF THEY DO, WE REQUIRE THE DETAILS OUTLINING THE RELATIONSHIP.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER ATLANTA INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11440 SPRING STREET NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
EIN581021791EIN
Primary ActivitiesSEE SCH. R PART VII SUPPLEMENTAL INFORMATIONPrimaryActivitiesTxt
Legal Domicile StateGALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
JEWISH FEDERATION OF GREATER ATLANTA INC
B$866,500CASH CONTRIBUTED
JEWISH FEDERATION OF GREATER ATLANTA INC
M$35,674MANAGEMENT FEE SCHEDULE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II COLUMN (B) PRIMARY ACTIVITYFormAndLineReferenceDesc
ExplanationLEADERSHIP AND SUPPORT FOR JEWISH NOT-FOR-PROFIT ORGANIZATIONS IN THE GREATER ATLANTA AREA, ISRAEL AND THROUGHOUT THE WORLD.ExplanationTxt