ALLAN & MELANIE NELKIN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & MELANIE NELKIN FOUNDATION INC (EIN 47-5565319)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-24
- IRS object ID
- 202222369349100817
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-24T13:53:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 SUMMIT BOULEVARD SUITE 120 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | PersonTitleTxt |
| Phone | 7703303194 | PhoneNum |
| Signature | 2022-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAM L TUCK CPA | PreparerPersonNm |
| PTIN | P00311177 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2022-08-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,357,647 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $63,399 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,064 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $291,887 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,349,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $291,887 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $355,286 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,951 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,396 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,902 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,902 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,548 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,548 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $376,128 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $376,128 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $415,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,548 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $376,128 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,904 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,904 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,054 | AcctRcvblBOYAmt |
| Other Investments BOY | $2,420,317 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,381,332 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,287,743 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,527,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,451,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,357,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,527,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,451,236 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,527,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,527,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,451,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,527,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,390 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,467,390 | SubtotalAmt |
| Other Decreases | $16,154 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,236 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO INVESTMENTS | P | $427,906 | $416,387 | $11,519 | $11,519 |
| WELLS FARGO INVESTMENTS | P | $918,966 | $640,726 | $278,240 | $278,240 |
| CAPITAL GAINS DIVIDENDS | P | $2,128 | $2,128 | $2,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $291,887 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,393 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,393 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $880 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 & TREASURER | 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 |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,271,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,368,727 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,368,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,318,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,273 | TotalTaxAmt |
| Distributable Before Adj | $161,637 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,637 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,637 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $376,128 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $376,128 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,637 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $22,156 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $322,881 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $345,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $376,128 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $161,637 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $214,491 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $559,528 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $559,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $22,156 | ExcessFromYear2Amt |
| Excess From Year1 | $322,881 | ExcessFromYear1Amt |
| Excess From Current Year | $214,491 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLAN R NELKIN | ContributingManagerNm |
| Contributing Manager | MELANIE NELKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| AMERICAN JEWISH COMMITTEE | ||||||||||
| 3525 PIEDMONT RD NE BLDG 6-510 | ATLANTA | GA | 30305 | PC | GENERAL OPERATING SUPPORT | $228,680 | ||||
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||||
| 600 PENNSYLVANIA AVE SE 450 | WASHINGTION | DC | 20003 | PC | GENERAL OPERATING SUPPORT | $350 | ||||
| ANTI-DEFAMATION LEAGUE | ||||||||||
| 3490 PIEDMONT RD NE STE 610 | ATLANTA | GA | 30305 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| ATLANTA COMMUNITY FOOD BANK INC | ||||||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | PC | GENERAL OPERATING SUPPORT | $1,200 | ||||
| ATLANTA HUMANE SOCIETY | ||||||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | PC | GENERAL OPERATING SUPPORT | $350 | ||||
| ATLANTA JEWISH MUSIC FESTIVAL | ||||||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||
| ATLANTA SYMPHONY ORCHESTRA | ||||||||||
| 1280 PEACHTREE ST | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| BLUE DOVE FOUNDATION INC | ||||||||||
| 1200 ASHWOOD PARKWAY STE 400 | ATLANTA | GA | 30338 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| B'NAI VAIL CONGREGATION | ||||||||||
| 19 VAIL RD | VAIL | CO | 81657 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| CENTER FOR ISRAEL EDUCATION INC | ||||||||||
| 825 HOUSTON MILL RD | ATLANTA | GA | 30329 | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| CHASTAIN PARK CONSERVANCY | ||||||||||
| 4001 POWERS FERRY RD NW | ATLANTA | GA | 30342 | PC | GENERAL OPERATING SUPPORT | $150 | ||||
| COMMUNITY ASSITANCE CENTER | ||||||||||
| 8607 ROSWELL RD | SANDY SPRINGS | GA | 30350 | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| CREATING CONNECTED COMMUNITIES | ||||||||||
| PO BOX 500247 | ATLANTA | GA | 31150 | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| FRIENDS OF THE FORUM | ||||||||||
| 501 NORTH CLINTON STREET APT 903 | CHICAGO | IL | 60654 | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| FRIENDS OF THE ISRAEL DEFENSE FORCE | ||||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $1,200 | ||||
| GEORGETOWN UNIVERSITY-CENTER JEWISH CIVILIZATION | ||||||||||
| 37TH AND O ST NW | WASHINGTON | DC | 20057 | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| HIAS INC | ||||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRINGS | MD | 20910 | PC | GENERAL OPERATING SUPPORT | $4,100 | ||||
| HILLELS OF GEORGIA | ||||||||||
| 735 GATEWOOD RD NE | ATLANTA | GA | 30322 | PC | GENERAL OPERATING SUPPORT | $180 | ||||
| I- ACT | ||||||||||
| 11103 SAN PEDRO SUITE 117 | SAN ANTONIO | TX | 78216 | PC | GENERAL OPERATION SUPPORT | $100 | ||||
| INSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH COMMUNITIES | ||||||||||
| 956 DULANEY VALLEY RD | BALTIMORE | MD | 21204 | PC | GENERAL OPERATING SUPPORT | $180 | ||||
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | ||||||||||
| 116 E 27TH ST | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| JEWISH FAMILY AND CAREER SERVICES | ||||||||||
| 2821 KLEMPNER WAY | LOUISVILLE | KY | 40205 | PC | GENERAL OPERATING SUPPORT | $3,500 | ||||
| JEWISH FEDERATION OF GREATER ATLANTA | ||||||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $18,000 | ||||
| JEWISH HOME LIFE COMMUNITIES | ||||||||||
| 3150 HOWELL MILL RD | ATLANTA | GA | 30327 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| JEWISH MUSEUM | ||||||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $360 | ||||
| JOHANNESBURG HOLOCAUST & GENOCIDE | ||||||||||
| PC | GENERAL OPERATING SUPPORT | $1,000 | 1 DUNCOMBE RD | FOREST TOWN | SF | 2193 | ||||
| MARCUS JEWISH COMMUNITY CENTER OF ATLANTA | ||||||||||
| 5342 TILLY MILL RD | ATLANTA | GA | 30338 | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS | ||||||||||
| 250 WILLIANS STREET SUITE 2322 | ATLANTA | GA | 30313 | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||
| NATIONAL COUNCIL OF JEWISH CHARITIES | ||||||||||
| SPRING VALLEY | NEW YORK | NY | 10977 | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| NEW AMERICAN PATHWAYS INC | ||||||||||
| 2300 HENDERSON MILL RD NE SUITE 100 | ATLANTA | GA | 30345 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||||
| 475 ROVERSIDE DR | NEW YORK | NY | 10115 | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| SMITHSONIAN NATIONAL MUSEUM | ||||||||||
| F ST NW 8TH ST NW | WASHINGTON | DC | 20004 | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| SOUTHERN JEWISH RESOURCE NETWORK | ||||||||||
| 1530 DEKALB AVE NE STE A | ATLANTA | GA | 30307 | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||
| SPECIAL OLYMPICS GA | ||||||||||
| 6046 FINACNIAL DR | NORCROSS | GA | 30071 | PC | GEENRAL OPERATING SUPPORT | $100 | ||||
| TEMPLE SINAI INC | ||||||||||
| 5645 DUPREE DRIVE | SANDY SPRINGS | GA | 30327 | PC | GENERAL OPERATING SUPPORT | $62,928 | ||||
| UNITED STATES HOLOCAUST MEMORIAL COUNCIL | ||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||
| VAIL VALLEY FOUNDATION | ||||||||||
| PO BOX 6550 | AVON | CO | 81620 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| ANNE FRANK PROJECT | ||||||||||
| 6110 BLUE STONE RD | SANDY SPRINGS | GA | 30328 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||
| CONCRETE JUNGLE | ||||||||||
| 1050 OAKLEIGH DRIVE | EAST POINT | GA | 30344 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $376,128 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,399 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291,887 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $355,286 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $355,286 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,381,332 | BookValueAmt |
| EOYFMV | $3,287,743 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $16,154 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $34,396 | Amt |
| Net Investment Income | $34,396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,902 | Amt |
| Net Investment Income | $1,902 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |