CHESED INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHESED INC (EIN 58-0231691)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202243129349101564
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T12:09:47-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | 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 | 580231691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESED INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARCUS FAMILY OFFICE LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 4042407700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 W PACES FERRY RD 615 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS P DINAPOLI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4042407700 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | DINAPOLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2022-11-08 | 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 | $18,983,603 | 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 | $272 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45,602 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $315,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $315,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $491,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,568,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $680,523 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,081 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,081 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $854,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,028,949 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,377 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,377 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $71,170 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,170 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $932 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,561,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,561,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,657,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,581,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,803,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $957,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,462,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $586,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $586,292 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,231,385 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,132,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,132,855 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,977,092 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,990,234 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,990,234 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,353,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,274,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,274,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,023,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,983,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,983,603 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $264 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $264 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $264 | 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 | $17,023,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,983,339 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,023,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,983,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,023,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,983,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,023,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,803,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,762,990 | OtherIncreasesAmt |
| Subtotal | $18,983,339 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,983,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,568,704 | $1,888,383 | $680,321 | $680,321 | |
| CAPITAL GAINS DIVIDENDS | $202 | $202 | $202 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $680,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,654 | 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 | $16,654 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,341 | OverpaymentAmt |
| Applied To ES Tax | $3,341 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | DOUGLAS P DINAPOLI | IndividualWithBooksNm |
| Phone | 4042407700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 W PACES FERRY RD 615 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FREDERICK R MARCUS | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | PRESIDENT | 5.00 | $9,000 | $0 | $0 |
| NANCY DUBOIS MARCUS | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | DIRECTOR | 5.00 | $9,000 | $0 | $0 |
| DOUGLAS DINAPOLI | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | TREASURER | 1.00 | $0 | $0 | $0 |
| FREDERICK SLAGLE | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARA OGNIBENE LOFT | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | DIRECTOR & SECRETARY | 5.00 | $0 | $0 | $0 |
| EFRAIM DAVIDSON | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 AMERICAN BLVD NJ2-150-01-13 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085344129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEE | ServiceTypeTxt |
| Compensation | $71,170 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,297,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,860,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,158,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,158,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $272,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,885,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $894,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $894,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,313 | TotalTaxAmt |
| Distributable Before Adj | $880,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $880,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $880,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,581,589 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,581,589 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $880,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $628,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,520,402 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,217,302 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,366,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,581,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $880,980 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,700,609 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,067,202 | 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 | $5,067,202 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $628,889 | ExcessFromYear3Amt |
| Excess From Year2 | $1,520,402 | ExcessFromYear2Amt |
| Excess From Year1 | $1,217,302 | ExcessFromYear1Amt |
| Excess From Current Year | $1,700,609 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK R MARCUS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AID L'SHALOM | |||||||
| 2330 EASTCHESTER RD 3RD FLOOR | BRONX | NY | 10469 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $30,000 |
| AM FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE | |||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 |
| ATLANTA AUTISM CONSORTIUM | |||||||
| 1932 OAK GROVE ROAD NE | ATLANTA | GA | 30345 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $35,300 |
| BETH MEDRASH GOVOHA | |||||||
| 617 SIXTH STREET | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $7,500 |
| CHABAD AT EMORY | |||||||
| 928 PONCE DE LEON AVE | ATLANTA | GA | 30306 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $25,500 |
| CHABAD INTOWN CAPITAL CAMPAIGN | |||||||
| 928 PONCE DE LEON AVE | ATLANTA | GA | 30306 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,125,000 |
| CHABAD INTOWN | |||||||
| 928 PONCE DE LEON AVE | ATLANTA | GA | 30306 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $94,180 |
| CHABAD OF GREATER GREENVILLE | |||||||
| 3515 E NORTH ST | GREENVILLE | SC | 29615 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $77,500 |
| CHOA - MARCUS AUTISM CENTER | |||||||
| 1920 BRIARCLIFF ROAD | ATLANTA | GA | 30329 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $38,750 |
| CONGREGATION ATERES SHOIME | |||||||
| 2905 AVENUE K | BROOKLYN | NY | 11210 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $50,000 |
| CST CENTER FOR PROCESSING STUDIES | |||||||
| 1325 NORTH COLLEGE AVENUE | CLAREMONT | CA | 91711 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $10,000 |
| GONZAGA UNIVERSITY | |||||||
| 502 E BOONE AVE | SPOKANE | WA | 99258 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $25,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 425 UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 |
| JARC FLORIDA | |||||||
| 21160 95TH AVE S | BOCA RATON | FL | 33428 | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300 | |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1441 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $3,500 |
| RALSTON COLLEGE | |||||||
| PO BOX 8302 | SAVANNAH | GA | 31412 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $25,000 |
| VA HIGHLAND SECURITY PATROL | |||||||
| PO BOX 8032 | ATLANTA | GA | 31106 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 |
| WILLIAM F BUCKLEY JR PROGRAM | |||||||
| 111 WHITNEY AVENUE | NEW HAVEN | CT | 065101232 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250 |
| YAD L'YAD CHARITY FUND | |||||||
| 2897 N DRUID HILLS RD 205 | ATLANTA | GA | 30329 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,561,280 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,602 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $315,075 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,081 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $491,471 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $854,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $854,229 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BERNARD MARCUS | ||||||
| 1 | 1266 W PACES FERRY RD 615 | ATLANTA | GA | 303272306 | $30 | Yes (X) |
| FREDERICK MARCUS | ||||||
| 2 | 1266 W PACES FERRY RD 615 | ATLANTA | GA | 303272306 | $242 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,990,234 | EOYBookValueAmt |
| EOYFMV | $1,990,234 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $14,132,855 | EOYBookValueAmt |
| EOYFMV | $14,132,855 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,274,222 | BookValueAmt |
| EOYFMV | $2,274,222 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $660 | $0 | $660 |
| OFFICE EXPENSES | $272 | $0 | $272 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $2,081 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,081 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,081 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION OF MARKETABLE SECURITIES | Desc |
| Amt | $3,762,990 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $71,170 | Amt |
| Net Investment Income | $71,170 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |