ALLAN & MELANIE NELKIN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & MELANIE NELKIN FOUNDATION INC (EIN 47-5565319)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-29
- IRS object ID
- 201913029349100506
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-29T09:24:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | FIVE 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 | 2018-01-01 | 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 | 2019-10-24 | 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 | 2019-10-24 | 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 | 2019-10-24 | IPDt |
| IP Tm | 07:54:51 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F1317702EBFC3E72990873545C2E58DC57D11B03 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A4D91DB247358FF7D868174902766FE13C740864 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,954,050 | 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 | $68,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,167,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,829 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $177,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,375 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,251 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,251 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,951 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,951 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,424 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $311,620 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $311,620 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,847,607 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,585,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,642,430 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,948,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,896,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,954,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,948,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,896,893 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,948,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,896,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,948,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,896,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,948,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,898,299 | SubtotalAmt |
| Other Decreases | $1,406 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,896,893 | 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 | $1,138,171 | $1,058,502 | $79,669 | $79,669 |
| CAPITAL GAINS DIVIDENDS | P | $29,160 | $29,160 | $29,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,829 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,145,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040752 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,796 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,980,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041198 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $122,849 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.081950 | TotalDistributionRt |
| Average Distribution | 0.027317 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,266,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,234 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,314 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,548 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $184,050 | 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 | $1,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,686 | OverpaymentAmt |
| Applied To ES Tax | $1,686 | 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 | $3,171,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,316,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,316,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,266,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,314 | TotalTaxAmt |
| Distributable Before Adj | $162,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,016 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $184,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,314 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $182,736 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,399 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,399 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $35,365 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | ||||||
| 3525 PIEDMONT RD NE BLDG 6-510 | ATLANTA | GA | 30305 | PC | GENERAL OPERATING SUPPORT | $52,000 |
| ATLANTA HUMANE SOCIETY | ||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | PC | GENERAL OPERATING SUPPORT | $100 |
| 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 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 | $500 |
| B'NAI VAIL CONGREGATION | ||||||
| 19 VAIL RD | VAIL | CO | 81657 | PC | GENERAL OPERATING SUPPORT | $450 |
| CANDLES INC | ||||||
| 100 BRUGH AVE | BUTLER | PA | 16001 | PC | GENERAL OPERATING SUPPORT | $100 |
| CENTER FOR ISARAEL EDUCATION INC | ||||||
| 825 HOUSTON MILL RD | ATLANTA | GA | 30329 | PC | GENERAL OPERATING SUPPORT | $500 |
| COOPERATIVE FOR ASSISTANCE AND RELEIF EVERYWHERE INC | ||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | PC | GENERAL OPERATING SUPPORT | $500 |
| CREATING CONNECTED COMMUNITIES | ||||||
| PO BOX 500247 | ATLANTA | GA | 31150 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHASTAIN PARK CONSERVANCY | ||||||
| 4001 POWERS FERRY RD NW | ATLANTA | GA | 30342 | PC | GENERAL OPERATING SUPPORT | $100 |
| 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 | $3,500 |
| 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 |
| INTERNATIONAL COMMUNITY SCHOOL | ||||||
| 2418 WOOD TRAIL LANE | DECATUR | GA | 30033 | PC | GENERAL OPERATING SUPPORT | $200 |
| 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 | $12,000 |
| JEWISH NATIONAL FUND | ||||||
| 6065 ROSWELL RD | ATLANTA | GA | 30328 | PC | GENERAL OPERATING SUPPORT | $680 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | ||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | PC | GENERAL OPERATING SUPPORT | $100 |
| MINDLEAPS | ||||||
| 315 WEST 36TH STREET 2ND FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $250 |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS | ||||||
| 250 WILLIANS STREET SUITE 2322 | ATLANTA | GA | 30313 | PC | GENERAL OPERATING SUPPORT | $3,000 |
| 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 | $250 |
| 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 | $4,500 |
| RELIGIOUS ACTION CENTER OF REFORM JUDAISM | ||||||
| 2027 MASSACHUSETTS AVE NW | WASHINGTION | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $180 |
| RHIZE | ||||||
| 118 WEST 22ND STREET | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SECOND HELPINGS ATLANTA | ||||||
| PO BOX 720582 | ATLANTA | GA | 30325 | PC | GENERAL OPERATING SUPPORT | $180 |
| SOUTHERN JEWISH RESOURCE NETWORK | ||||||
| 1530 DEKALB AVE NE STE A | ATLANTA | GA | 30307 | PC | GENERAL OPERATING SUPPORT | $180 |
| SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION | ||||||
| 3660 STUTZ DR STE 100 | CANFIELD | OH | 44406 | PC | GENERAL OPERATING SUPPORT | $250 |
| TEMPLE SINAI INC | ||||||
| 5645 DUPREE DRIVE | SANDY SPRINGS | GA | 30327 | PC | GENERAL OPERATING SUPPORT | $57,650 |
| THE JEWISH FOUNDATION FOR GROUP HOMES | ||||||
| 1500 EAST JEFFERSON ST | ROCKVILLE | MD | 20852 | PC | GENERAL OPERATING SUPPORT | $100 |
| UNINTED 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 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 57 EXECUTIVE PARK S SUITE 380 | ATLANTA | GA | 30329 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HILLELS OF GEORGIA | ||||||
| 735 GATEWOOD RD NE | ATLANTA | GA | 30322 | PC | GENERAL OPERATING SUPPORT | $200 |
| HUMANE SOCIETY OF THE UNITES STATES | ||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | PC | GENERAL OPERATING SUPPORT | $100 |
| JEWISH HOME LIFE COMMUNITIES | ||||||
| 3150 HOWELL MILL RD | ATLANTA | GA | 30327 | PC | GENERAL OPERATING SUPPORT | $2,680 |
| JEWISH MUSEUM | ||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $250 |
| SACRED CYCLE | ||||||
| 1860 PIEDMONT AVE NE | ATLANTA | GA | 30324 | PC | GENERAL OPERATING SUPPORT | $500 |
| SMITHSONIAN NATIONAL MUSEUM | ||||||
| F ST NW 8TH ST NW | WASHINGTON | DC | 20004 | PC | GENERAL OPERATING SUPPORT | $250 |
| WORLD OUTSIDE MY SHOES | ||||||
| 5523 E KATIE LANE | SPOKANE | WA | 99223 | PC | GENERAL OPERATING SUPPORT | $500 |
| ATLANTA JEWISH FILM SOCIETY | ||||||
| 233 PERIMETER CENTER PKWY NE | DUNWOODY | GA | 30346 | PC | GENERAL OPERATING SUPPORT | $1,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,050 | 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 | $68,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,829 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $177,015 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,015 | 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 | $1,500 | Amt |
| Net Investment Income | $1,500 | 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 | $2,585,273 | BookValueAmt |
| EOYFMV | $2,642,430 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $144 |
| BOOK TO TAX ADJ | $1,262 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $38,251 | Amt |
| Net Investment Income | $38,251 | 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 | $2,200 | $2,200 | $0 |
| FEDERAL EXCISE TAXES | $1,665 | $0 | $0 |