ALLAN & MELANIE NELKIN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & MELANIE NELKIN FOUNDATION INC (EIN 47-5565319)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-06
- IRS object ID
- 202141879349100604
- Schema version
- 2020v4.1
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-06T09:59:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 5 CONCOURSE PARKWAY SUITE 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-06-25 | 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 | 2021-06-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,309,407 | 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 | $62,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,600,568 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,204 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $52 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $275,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,411 | 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 | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,302 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,302 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,820 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $472,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $509,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$233,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,496 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,409 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,054 | AcctRcvblAmt |
| Acct Rcvbl EOY | $4,054 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,054 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $2,680,732 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,420,317 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,201,944 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,757,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,527,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,309,407 | 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 | $2,757,228 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,527,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,757,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,527,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,757,228 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,527,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,757,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$233,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,026 | OtherIncreasesAmt |
| Subtotal | $2,528,885 | SubtotalAmt |
| Other Decreases | $1,105 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,527,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO INVESTMENTS | P | $1,591,512 | $1,387,364 | $204,148 | $204,148 |
| CAPITAL GAINS DIVIDENDS | P | $9,056 | $9,056 | $9,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,204 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $655 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,655 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $3,393 | OverpaymentAmt |
| Applied To ES Tax | $3,393 | 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 |
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 | $2,964,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,087,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,087,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,041,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,084 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,260 | TotalTaxAmt |
| Distributable Before Adj | $148,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $600 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,424 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $472,305 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $472,305 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $22,156 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $472,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $322,881 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $345,037 | 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 | $345,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $22,156 | ExcessFromYear1Amt |
| Excess From Current Year | $322,881 | 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 (47 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 | $322,805 | ||||
| AMERICAN JEWISH WORLD SERVICE INC | ||||||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||
| 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 | $250 | ||||
| ATLANTA JEWISH FILM SOCIETY | ||||||||||
| 233 PERIMETER CENTER PKWY NE | DUNWOODY | GA | 30346 | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||
| ATLANTA JEWISH MUSIC FESTIVAL | ||||||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $2,800 | ||||
| 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 | $500 | ||||
| CENTER FOR ISRAEL EDUCATION INC | ||||||||||
| 825 HOUSTON MILL RD | ATLANTA | GA | 30329 | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| 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 | $1,000 | ||||
| GEORGETOWN UNIVERSITY-CENTER JEWISH CIVILIZATION | ||||||||||
| 37TH AND O ST NW | WASHINGTON | DC | 20057 | PC | GENERAL OPERATING SUPPORT | $100 | ||||
| HIAS INC | ||||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRINGS | MD | 20910 | PC | GENERAL OPERATING SUPPORT | $3,600 | ||||
| HIGH MUSEUM OF ART | ||||||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $125 | ||||
| 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 | $2,500 | ||||
| JEWISH FEDERATION OF GREATER ATLANTA | ||||||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $17,500 | ||||
| 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 | $145 | ||||
| JEWISH NATIONAL FUND | ||||||||||
| 6065 ROSWELL RD | ATLANTA | GA | 30328 | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| JOHANNESBURG HOLOCAUST & GENOCIDE | ||||||||||
| PC | GENERAL OPERATING SUPPORT | $1,000 | 1 DUNCOMBE RD | FOREST TOWN | SF | 2193 | ||||
| NOAH'S ARK ANIMAL REHABILITATION CENTER | ||||||||||
| 712 LG GRIFFIN ROAD | LOCUST GROVE | GA | 30248 | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| PARTNERS IN HEALTH | ||||||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | GENERAL OPERATING SUPPORT | $180 | ||||
| PLANNED PARENTHOOD SOUTHEAST INC | ||||||||||
| 241 PEACHTREE ST NE STE 400 | ATLANTA | GA | 30303 | PC | GENERAL OPERATING SUPPORT | $5,500 | ||||
| RELIGIOUS ACTION CENTER OF REFORM JUDAISM | ||||||||||
| 2027 MASSACHUSETTS AVE NW | WASHINGTION | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $360 | ||||
| SMITHSONIAN NATIONAL MUSEUM | ||||||||||
| F ST NW 8TH ST NW | WASHINGTON | DC | 20004 | PC | GENERAL OPERATING SUPPORT | $350 | ||||
| SOUTHERN JEWISH RESOURCE NETWORK | ||||||||||
| 1530 DEKALB AVE NE STE A | ATLANTA | GA | 30307 | PC | GENERAL OPERATING SUPPORT | $1,180 | ||||
| TEMPLE SINAI INC | ||||||||||
| 5645 DUPREE DRIVE | SANDY SPRINGS | GA | 30327 | PC | GENERAL OPERATING SUPPORT | $58,290 | ||||
| THE ATLANTA SCHOLARS KOLLEL | ||||||||||
| 1959 LAVISTA RD | ATLANTA | GA | 30329 | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| UNITED STATES HOLOCAUST MEMORIAL COUNCIL | ||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| VAIL VALLEY FOUNDATION | ||||||||||
| PO BOX 6550 | AVON | CO | 81620 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| WORLD OUTSIDE MY SHOES | ||||||||||
| 5523 E KATIE LANE | SPOKANE | WA | 99223 | PC | GENERAL OPERATING SUPPORT | $180 | ||||
| ATLANTA HISTORICAL SOCIETY | ||||||||||
| 1 BALTIMORE PL NW SUITE G300 | ATLANTA | GA | 30308 | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| COMMUNITY ASSITANCE CENTER | ||||||||||
| 8607 ROSWELL RD | SANDY SPRINGS | GA | 30350 | PC | GENERAL OPERATING SUPPORT | $2,680 | ||||
| MARCUS JEWISH COMMUNITY CENTER OF ATLANTA | ||||||||||
| 5342 TILLY MILL RD | ATLANTA | GA | 30338 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| REGISTER2VOTE FUND | ||||||||||
| 611 PENNSYLVANIA AVE SE NUM 143 | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| SECOND HELPINGS ATLANTA | ||||||||||
| PO BOX 720582 | ATLANTA | GA | 30358 | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| SPECIAL OLYMPICS GA | ||||||||||
| 6046 FINACNIAL DR | NORCROSS | GA | 30071 | PC | GEENRAL OPERATING SUPPORT | $100 | ||||
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||||
| 475 ROVERSIDE DR | NEW YORK | NY | 10115 | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||||
| 600 PENNSYLVANIA AVE SE 450 | WASHINGTION | DC | 20003 | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $472,305 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,552 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $213,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $275,808 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,808 | 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 | $2,750 | Amt |
| Net Investment Income | $2,750 | 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 | $2,420,317 | BookValueAmt |
| EOYFMV | $3,201,944 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,105 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $52 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $52 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIF | $4,426 |
| RECOVERY FUNDS NOT IN USE | $600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $32,302 | Amt |
| Net Investment Income | $32,302 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,820 | Amt |
| Net Investment Income | $1,820 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |