ALLAN & MELANIE NELKIN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & MELANIE NELKIN FOUNDATION INC (EIN 47-5565319)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202011699349100501
- Schema version
- 2019v5.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T08:58:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAM L TUCK CPA | PreparerPersonNm |
| PTIN | P00311177 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2020-06-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.87.238.180 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-03 | IPDt |
| IP Tm | 05:54:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78ECE2F634B7F214ADD844B4D499D063920045B4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,360,797 | 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 | $74,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,230 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $896,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,852 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $118,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,082 | 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 | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,241 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,614 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,336 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,336 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $261,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $311,620 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,496 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,585,273 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,680,732 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,284,301 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,896,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,757,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,360,797 | 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 | $2,896,893 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,757,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,896,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,757,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,896,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,757,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,896,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,425 | OtherIncreasesAmt |
| Subtotal | $2,760,043 | SubtotalAmt |
| Other Decreases | $2,815 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,757,228 | 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 | $886,932 | $852,677 | $34,255 | $34,255 |
| CAPITAL GAINS DIVIDENDS | P | $9,597 | $9,597 | $9,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,852 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,736 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,266,607 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055941 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $128,185 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,145,500 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040752 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,796 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,980,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041198 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $122,849 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.137891 | TotalDistributionRt |
| Average Distribution | 0.034473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,222,207 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,079 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,874 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $221,336 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,450 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,450 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $655 | OverpaymentAmt |
| Applied To ES Tax | $655 | 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 | $3,108,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,271,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,271,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,222,207 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $795 | TotalTaxAmt |
| Distributable Before Adj | $160,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,815 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,815 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,336 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $221,336 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $795 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $220,541 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,365 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $221,336 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,365 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,156 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,156 | 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 | $22,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $22,156 | 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 (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||||||
| 3525 PIEDMONT RD NE BLDG 6-510 | ATLANTA | GA | 30305 | PC | GENERAL OPERATING SUPPORT | $73,125 | |||||
| AMERICAN JEWISH WORLD SERVICE INC | |||||||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| 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 | $250 | |||||
| ATLANTA HUMANE SOCIETY | |||||||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | PC | GENERAL OPERATING SUPPORT | $200 | |||||
| ATLANTA JEWISH FILM SOCIETY | |||||||||||
| 233 PERIMETER CENTER PKWY NE | DUNWOODY | GA | 30346 | PC | GENERAL OPERATING SUPPORT | $1,800 | |||||
| ATLANTA JEWISH MUSIC FESTIVAL | |||||||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| ATLANTA SYMPHONY ORCHESTRA | |||||||||||
| 1280 PEACHTREE ST | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| ATLANTA WOMEN'S FOUNDATION | |||||||||||
| 3355 LENOX ROAD SUITE 850 | ATLANTA | GA | 30326 | PC | GENERAL OPERATING SUPPORT | $180 | |||||
| B'NAI VAIL CONGREGATION | |||||||||||
| 19 VAIL RD | VAIL | CO | 81657 | PC | GENERAL OPERATING SUPPORT | $500 | |||||
| CANDLES INC | |||||||||||
| 100 BRUGH AVE | BUTLER | PA | 16001 | PC | GENERAL OPERATING SUPPORT | $180 | |||||
| CENTER FOR ISARAEL 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 | $100 | |||||
| CREATING CONNECTED COMMUNITIES | |||||||||||
| PO BOX 500247 | ATLANTA | GA | 31150 | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||
| 57 EXECUTIVE PARK S SUITE 380 | ATLANTA | GA | 30329 | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| 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 | |||||||||||
| 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 | |||||
| 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 COMMUNITY RELATIONS COUNCIL OF ATLANTA | |||||||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $250 | |||||
| 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 | $1,100 | |||||
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $19,000 | |||||
| JEWISH HOME LIFE COMMUNITIES | |||||||||||
| 3150 HOWELL MILL RD | ATLANTA | GA | 30327 | PC | GENERAL OPERATING SUPPORT | $3,000 | |||||
| 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 | |||||
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | PC | GENERAL OPERATING SUPPORT | $180 | |||||
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS | |||||||||||
| 250 WILLIANS STREET SUITE 2322 | ATLANTA | GA | 30313 | PC | GENERAL OPERATING SUPPORT | $1,500 | |||||
| NEW AMERICAN PATHWAYS INC | |||||||||||
| 2300 HENDERSON MILL RD NE SUITE 100 | ATLANTA | GA | 30345 | PC | GENERAL OPERATING SUPPORT | $250 | |||||
| NOAH'S ARK ANIMAL REHABILITATION CENTER | |||||||||||
| 712 LG GRIFFIN ROAD | LOCUST GROVE | GA | 30248 | PC | GENERAL OPERATING SUPPORT | $200 | |||||
| PARTNERS IN HEALTH | |||||||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | GENERAL OPERATING SUPPORT | $100 | |||||
| PHYSICIANS FOR HUMAN RIGHTS | |||||||||||
| 256 W 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $100 | |||||
| PLANNED PARENTHOOD SOUTHEAST INC | |||||||||||
| 241 PEACHTREE ST NE STE 400 | ATLANTA | GA | 30303 | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| RELIGIOUS ACTION CENTER OF REFORM JUDAISM | |||||||||||
| 2027 MASSACHUSETTS AVE NW | WASHINGTION | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $180 | |||||
| SMITHSONIAN NATIONAL MUSEUM | |||||||||||
| F ST NW 8TH ST NW | WASHINGTON | DC | 20004 | PC | GENERAL OPERATING SUPPORT | $2,750 | |||||
| SOUTHERN JEWISH RESOURCE NETWORK | |||||||||||
| 1530 DEKALB AVE NE STE A | ATLANTA | GA | 30307 | PC | GENERAL OPERATING SUPPORT | $540 | |||||
| TEMPLE SINAI INC | |||||||||||
| 5645 DUPREE DRIVE | SANDY SPRINGS | GA | 30327 | PC | GENERAL OPERATING SUPPORT | $58,210 | |||||
| THE JEWISH FOUNDATION FOR GROUP HOMES | |||||||||||
| 1500 EAST JEFFERSON ST | ROCKVILLE | MD | 20852 | PC | GENERAL OPERATING SUPPORT | $100 | |||||
| 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 | |||||
| WORLD OUTSIDE MY SHOES | |||||||||||
| 5523 E KATIE LANE | SPOKANE | WA | 99223 | PC | GENERAL OPERATING SUPPORT | $250 | |||||
| ALZHEIMER'S ASSOCIATION | |||||||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| ATLANTA LISTENING COLLABORATIVE | |||||||||||
| 135 AUBURN AVE NE | ATLANTA | GA | 303032567 | PC | GENERAL OPERATING SUPPORT | $500 | |||||
| ART SANDY SPRINGS INC | |||||||||||
| 227 SANDY SPRINGS PL NE STE G - BOX | SANDY SPRINGS | GA | 303289997 | PC | GENERAL OPERATING SUPPORT | $856 | 76802 | ||||
| BLUE DOVE FOUNDATION INC | |||||||||||
| 1200 ASHWOOD PARKWAY STE 400 | ATLANTA | GA | 30338 | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| CROHNS & COLITIS FOUNDATION | |||||||||||
| PO BOX 1245 | ALBERT LEA | MN | 56007 | PC | GENERAL OPERATING SUPPORT | $180 | |||||
| GSU FOUNDATION | |||||||||||
| PO BOX 2668 | ATLANTA | GA | 303012668 | PC | GENERAL OPERATING SUPPORT | $250 | |||||
| HIGH MUSEUM OF ART | |||||||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $110 | |||||
| INSTITUTE FOR THE STUDY OF GLOBAL | |||||||||||
| 165 E ST 2ND FLOOR | NEW YORK | NY | 10022 | PC | GENERAL OPERATING SUPPORT | $180 | |||||
| JEWISH EDUCATIONAL LOAN FUND | |||||||||||
| 4549 CHAMBLEE DUNWOODY RD | DUNWOODY | GA | 30338 | PC | GENERAL OPERATING SUPPORT | $180 | |||||
| JOHANNESBURG HOLOCAUST & GENOCIDE | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $1,000 | 1 DUNCOMBE RD | FOREST TOWN | SF | 2193 | |||||
| METRO ATLANTA COLLECTIVE | |||||||||||
| 2059 LA VISTA ROAD NE | ATLANTA | GA | 30329 | PC | GENERAL OPERATING SUPPORT | $500 | |||||
| NATIONAL COUNCIL OF JEWISH CHARITIES | |||||||||||
| SPRING VALLEY | NEW YORK | NY | 10977 | PC | GENERAL OPERATING SUPPORT | $180 | |||||
| NEW ISRAEL FUND | |||||||||||
| PO BOX 177 | LEWISTON | ME | 042430177 | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| PAWS OF WAR INC | |||||||||||
| 127-6 SMITHTOWN BLVD | NESCONSET | NY | 11767 | PC | GENERAL OPERATING SUPPORT | $200 | |||||
| PLANNED PARENTHOOD FEDERATION | |||||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| THE ATLANTA SCHOLARS KOLLEL | |||||||||||
| 1959 LAVISTA RD | ATLANTA | GA | 30329 | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| PETS ARE LOVING SUPPORT INC | |||||||||||
| 1530 DEKALB AVE NE STE A | ATLANTA | GA | 30307 | PC | GENERAL OPERATING SUPPORT | $100 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,336 | 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 | $74,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,852 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $118,299 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,299 | 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 | $1,750 | Amt |
| Net Investment Income | $1,750 | 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 | $2,680,732 | BookValueAmt |
| EOYFMV | $3,284,301 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $2,815 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX ADJ | $2,925 |
| RECOVERY FUNDS NOT IN USE | $3,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $33,241 | Amt |
| Net Investment Income | $33,241 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,614 | $2,614 | $0 |
| FEDERAL EXCISE TAXES | $2,633 | $0 | $0 |