ALLAN & MELANIE NELKIN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & MELANIE NELKIN FOUNDATION INC (EIN 47-5565319)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349104206
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T14:58:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474881624 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & GALLIGAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 CROWN POINTE PKWY STE 500 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30338 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475565319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALLAN & MELANIE NELKIN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLA | BusinessNameControlTxt |
| Phone | 7703303194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4650 DUDLEY LANE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN R NELKIN | PersonNm |
| Person Title | PRESIDENT & TREASURE | PersonTitleTxt |
| Phone | 7703303194 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLAN | PersonFirstNm |
| Person Last | NELKIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI GALLIGAN CPA | PreparerPersonNm |
| PTIN | P00400649 | PTIN |
| Phone | 4049689879 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,446,099 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $27,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,668 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,668 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,150 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,173,345 | GrossSalesPriceAmt |
| Total Rev And Expnss | $54,626 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,818 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $30,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,585 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $998 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $344,210 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $344,210 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$322,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,904 | CashBOYAmt |
| Cash EOY | $119,217 | CashEOYAmt |
| Cash EOYFMV | $119,217 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $802 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $802 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $2,381,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,012,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,326,080 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,451,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,132,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,446,099 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,000 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,451,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,131,565 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,451,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,131,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,451,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,132,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,451,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$322,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,574 | OtherIncreasesAmt |
| Subtotal | $2,131,565 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,131,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO - 5519 (ST) | P | 2022-01-01 | 2022-12-31 | $483,021 | $533,062 | -$50,041 | -$50,041 |
| WELLS FARGO - 5519 (ST - MKT DISC) | P | 2022-01-01 | 2022-12-31 | $2 | -$2 | -$2 | |
| WELLS FARGO - 5519 (ST - WASH SALE) | P | 2022-01-01 | 2022-12-31 | $345 | $345 | $345 | |
| WELLS FAGO - 5519 (LT) | P | 2022-01-01 | 2022-12-31 | $676,988 | $662,832 | $14,156 | $14,156 |
| WELLS FAGO - 5519 (LT - WASH SALE) | P | 2022-01-01 | 2022-12-31 | $764 | $764 | $764 | |
| WELLS FAGO - 5519 CLASS ACTION SETT | P | 2022-01-01 | 2022-12-31 | $128 | $128 | $128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,556 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$34,650 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $198 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $198 | SubtotalAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $802 | OverpaymentAmt |
| Applied To ES Tax | $802 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLAN NELKIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7703303194 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4650 DUDLEY LANE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALLAN R NELKIN | ||||||||
| 4650 DUDLEY LANE | ATLANTA | GA | 30327 | PRESIDENT & | 2.00 | $0 | $0 | $0 |
| MELANIE NELKIN | ||||||||
| 4650 DUDLEY LANE | ATLANTA | GA | 30327 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,718,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,799,406 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,799,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,757,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198 | TotalTaxAmt |
| Distributable Before Adj | $137,673 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $137,673 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $137,673 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,210 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $344,210 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,673 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $22,156 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $322,881 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $214,491 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $559,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $344,210 | QualifyingDistributionsAmt |
| Applied To Current Year | $137,673 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $206,537 | RemainingDistriFromCorpusAmt |
| Total Corpus | $766,065 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $766,065 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,156 | ExcessFromYear3Amt |
| Excess From Year2 | $322,881 | ExcessFromYear2Amt |
| Excess From Year1 | $214,491 | ExcessFromYear1Amt |
| Excess From Current Year | $206,537 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLAN NELKIN | ContributingManagerNm |
| Contributing Manager | MELANIE NELKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED | |||||||
| DISORDERS ASSOCIATION INC | 41 PERIMETER CENTER | EAST ATLANTA | GA | 30346 | GENERAL | $500 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 100222709 | GENERAL | $234,500 | ||
| AMERICAN SOCIETY FOR THE PREVENTION | |||||||
| OF CRUELTY TO ANIMALS | 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | GENERAL | $350 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVENUE | NEW YORK | NY | 101580102 | GENERAL | $500 | ||
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | GENERAL | $1,000 | ||
| ATLANTA COMMUNITY SYMPHONY | |||||||
| ORCHESTRA | 929 CHARLES ALLEN DRIVE | ATLANTA | GA | 30309 | GENERAL | $2,000 | |
| ATLANTA HUMANE SOCIETY | |||||||
| 981 HOWELL MILL ROAD NW | ATLANTA | GA | 30318 | GENERAL | $350 | ||
| ATLANTA JEWISH FILM SOCIETY INC | |||||||
| PO BOX 746371 | ATLANTA | GA | 303746371 | GENERAL | $7,000 | ||
| ATLANTA JEWISH MUSIC FESTIVAL | |||||||
| 1440 SPRING STREET | ATLANTA | GA | 303092832 | GENERAL | $2,000 | ||
| ATLANTA JEWS OF COLOR COUNCIL | |||||||
| PO BOX 468271 | ATLANTA | GA | 31146 | GENERAL | $500 | ||
| B'NAI VAIL CONGREGATION | |||||||
| 19 VAIL ROAD | VAIL | CO | 81657 | GENERAL | $1,000 | ||
| BLUE DOVE FOUNDATION INC | |||||||
| 6300 TOWERS FERRY ROAD NW | ATLANTA | GA | 30339 | GENERAL | $1,000 | SUITE 600-304 | |
| CENTER FOR ISRAEL EDUCATION INC | |||||||
| PO BOX 15129 | ATLANTA | GA | 30333 | GENERAL | $500 | ||
| CHASTAIN PARK CONSERVANCY | |||||||
| 4001 POWERS FERRY ROAD | ATLANTA | GA | 30342 | GENERAL | $200 | ||
| COMMUNITY ASSISTANCE CENTER INC | |||||||
| PO BOX 501298 | ATLANTA | GA | 311501298 | GENERAL | $250 | ||
| CREATING CONNECTED COMMUNITIES | |||||||
| PO BOX 500247 | ATLANTA | GA | 31150 | GENERAL | $500 | ||
| FRIENDS OF THE FORUM | |||||||
| PO BOX 365 | HARTSDALE | NY | 105300365 | GENERAL | $250 | ||
| FRIENDS OF THE GEORGIA HOLOCAUST | |||||||
| COMMISSION INC | 6110 BLUE STONE ROAD | SANDY SPRINGS | GA | 30328 | GENERAL | $12,500 | |
| FRIENDS OF THE ISRAEL DEFENCE | |||||||
| FORCES | PO BOX 720556 | ATLANTA | GA | 30358 | GENERAL | $1,200 | |
| GEORGETOWN UNIVERSITY | |||||||
| THE COLLEGE OF ARTS | WASHINGTON | DC | 20057 | GENERAL | $250 | SCIENCES | |
| HIAS INC | |||||||
| PO BOX 97077 | WASHINGTON | DC | 200907077 | GENERAL | $2,500 | ||
| HILLELS OF GEORGIA INC | |||||||
| 735 GATEWOOD ROAD NE | ATLANTA | GA | 303221711 | GENERAL | $500 | ||
| INSTITUTE FOR ISLAMIC CHRISTIAN AND | |||||||
| JEWISH STUDIES INC | 956 DULANEY VALLEY ROAD | BALTIMORE | MD | 212042633 | GENERAL | $180 | |
| INTEGRITY FIRST FOR AMERICA | |||||||
| PO BOX 1831 | NEW YORK | NY | 10156 | GENERAL | $500 | ||
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| OF ATLANTA INC | 1440 SPRING STREET NW | ATLANTA | GA | 303092832 | GENERAL | $1,000 | |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | |||||||
| 25 BROADWAY - SUITE 17 | NEW YORK | NY | 10004 | GENERAL | $2,000 | ||
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | GENERAL | $3,500 | ||
| JEWISH FEDERATION OF GREATER | |||||||
| ATLANTA | 1440 SPRING STREET NW | ATLANTA | GA | 30309 | GENERAL | $20,500 | |
| JEWISH HOME LIFE COMMUNITIES INC | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | GENERAL | $2,500 | ||
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 101280118 | GENERAL | $360 | ||
| MARCUS JEWISH COMMUNITY CENTER OF | |||||||
| ATLANTA INC | 5342 TILLY MILL ROAD | DUNWOODY | GA | 30338 | GENERAL | $250 | |
| NATIONAL ABORTION FEDERATION | |||||||
| 1090 VERMONT AVENUE NW | WASHINGTON | DC | 200054965 | GENERAL | $500 | ||
| NATIONAL CENTER FOR CIVIL & HUMAN | |||||||
| RIGHTS INC | 250 WILLIAMS STREET | ATLANTA | GA | 30303 | GENERAL | $1,500 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| INC | PO BOX 76162 | SANDY SPRINGS | GA | 30328 | GENERAL | $500 | |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DRIVE | BEAVERTON | OR | 97008 | GENERAL | $500 | PMB 16009 | |
| NEW AMERICAN PATHWAYS INC | |||||||
| 2300 HENDERSON MILL RD NE | ATLANTA | GA | 30345 | GENERAL | $500 | ||
| NOAH'S ARK ANIMAL REHABILITATION | |||||||
| CENTER INC | 712 LG GRIFFIN ROAD | LOCUST GROVE | GA | 30248 | GENERAL | $500 | |
| PARTNERS IN HEALTH - A NONPROFIT | |||||||
| CORPORATION | 800 BOYLSTON AVENUE | BOSTON | MA | 02199 | GENERAL | $180 | SUITE 300 |
| PETS ARE LOVING SUPPORT INC | |||||||
| 1530 DELALB AVENUE NE | ATLANTA | GA | 30307 | GENERAL | $180 | ||
| PLANNED PARENTHOOD FEDERATION OF | |||||||
| AMERICA | ONLINE SERVICES | WASHINGTON | DC | 200907166 | GENERAL | $1,000 | |
| PLANNED PARENTHOOD SOUTHEAST INC | |||||||
| 241 PEACHTREE STREET NE | ATLANTA | GA | 303032507 | GENERAL | $6,680 | SUITE 400 | |
| SECOND HELPINGS ATLANTA INC | |||||||
| 970 JEFFERSON STREET NW | ATLANTA | GA | 303185236 | GENERAL | $360 | SUITE 5 | |
| SMITHSONIAN INSTITUTE | |||||||
| CONTRIBUTION RECEIPT | WASHINGTON | DC | 200908096 | GENERAL | $360 | CENTER | |
| SMITHSONIAN NATIONAL MUSEUM OF | |||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | GENERAL | $150 | ||
| SOUTHERN JEWISH RESOUCE NETWORK INC | |||||||
| 1530 DEKALB AVE SUITE A | ATLANTA | GA | 30307 | GENERAL | $1,500 | ||
| SPECIAL OLYMPICS GEORGIA INC | |||||||
| PO BOX 490128 | ATLANTA | GA | 303490128 | GENERAL | $100 | ||
| TEMPLE SINAI INC | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 303274303 | GENERAL | $13,400 | ||
| THE ATLANTA SCHOLARS KOLLEL | |||||||
| 1959 LA VISTA ROAD | ATLANTA | GA | 30329 | GENERAL | $3,500 | ||
| THE SHALOM HARTMAN INSTITUTE OF | |||||||
| NORTH AMERICA | 475 RIVERSIDE DRIVE | NEW YORK | NY | 101150114 | GENERAL | $500 | SUITE 1450 |
| UNION FOR REFORM JUDAISM | |||||||
| 2027 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | GENERAL | $360 | ||
| UNITED STATES HOLOCAUST MEMORIAL | |||||||
| COUNCIL | 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | GENERAL | $1,800 | SW |
| VAIL VALLEY FOUNDATION INC | |||||||
| PO BOX 6550 | AVON | CO | 81620 | GENERAL | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $344,210 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,668 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,094 | ExclusionAmt |
| Related Or Exempt Function Incm | -$34,645 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,271 | ExclusionAmt |
| Related Or Exempt Function Incm | -$34,645 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,626 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALLAN NELKIN | ||||||
| 1 | 4650 DUDLEY LANE | ATLANTA | GA | 30327 | $13,500 | Yes (X) |
| MELANIE NELKIN | ||||||
| 2 | 4650 DUDLEY LANE | ATLANTA | GA | 30327 | $13,500 | Yes (X) |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | WELLS FARGO - 5519 CGD | AssetDesc |
| Acquired | 2022-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Gross Sales Price | $5 | GrossSalesPriceAmt |
| Total Net | $5 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO - 5519 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,012,546 | BookValueAmt |
| EOYFMV | $2,326,080 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $2,574 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $30,585 | Amt |
| Net Investment Income | $30,585 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ALLAN NELKIN | |||
| 4650 DUDLEY LANE | ATLANTA | GA | 30327 |
| MELANIE NELKIN | |||
| 4650 DUDLEY LANE | ATLANTA | GA | 30327 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $998 | $998 |
| IRS EXCISE TAX | $1,078 |