ALLAN & MELANIE NELKIN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & MELANIE NELKIN FOUNDATION INC (EIN 47-5565319)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349100925
- Schema version
- 2016v3.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T10:02:21-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | HAW 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 | 2016-01-01 | 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 | 2017-11-02 | 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 | 2017-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.87.234.180 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-02 | IPDt |
| IP Tm | 06:31:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E8452A6B68A62697A7B6C7332F1871C60F93A9B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 512830DC403ACC046ED3FED1B1CE244D4F2340DE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,962,002 | 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 | $40,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,763,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,990 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,940 | 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 |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,652 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,652 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $455 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $455 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $943 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,165 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,165 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,890 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,993,275 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,822 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,826,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,878,180 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,993,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,910,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,962,002 | 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 | $2,993,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,910,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,993,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,910,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,993,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,910,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,993,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,272 | OtherIncreasesAmt |
| Subtotal | $2,910,272 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,910,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO ACCT #1900 | P | $612,526 | $613,380 | -$854 | -$854 |
| WELLS FARGO ACCT #1901 | P | $143,795 | $145,067 | -$1,272 | -$1,272 |
| WELLS FARGO ACCT #1902 | P | $171,874 | $171,450 | $424 | $424 |
| WELLS FARGO ACCT #1903 | P | $115,456 | $107,561 | $7,895 | $7,895 |
| WELLS FARGO ACCT #1904 | P | $310,745 | $301,692 | $9,053 | $9,053 |
| WELLS FARGO ACCT #1905 | P | $153,148 | $152,389 | $759 | $759 |
| WELLS FARGO ACCT #1906 | P | $171,710 | $164,120 | $7,590 | $7,590 |
| WELLS FARGO ACCT #1907 | P | $81,291 | $75,578 | $5,713 | $5,713 |
| CAPITAL GAINS DIVIDENDS | P | $2,682 | $2,682 | $2,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $122,849 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,980,611 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $369 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,165 | 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 | $369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $369 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7703303194 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4650 DUDLEY LANE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | $1,625,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,400,364 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,026,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,026,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,980,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $369 | TotalTaxAmt |
| Distributable Before Adj | $148,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $148,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $148,662 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $369 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,796 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,142 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,142 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,023 | 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 | $31,639 | 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | PC | UNRESTRICTED | $5,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 3490 PIEDMONT RD NE STE 610 | ATLANTA | GA | 30305 | PC | UNRESTRICTED | $5,000 | |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | |||||||
| 116 E 27TH ST | NEW YORK | NY | 10016 | PC | UNRESTRICTED 6,000TIKKUN OLAM AWARDS DINNER SPONSORSHIP 250 | $6,250 | |
| RHIZE | |||||||
| 118 WEST 22ND STREET | NEW YORK | NY | 10011 | PC | UNRESTRICTED | $25,000 | |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS | |||||||
| 250 WILLIANS STREET SUITE 2322 | ATLANTA | GA | 30313 | PC | WOMENS'S SOLIDARITY SOCIETY 5,000UNDERWRITING STUDENT ADMISSION TO THE CENTER FOR CIVIL AND HUMAN RIGHTS | $5,300 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 3525 PIEDMONT RD NE BLDG 6-510 | ATLANTA | GA | 30305 | PC | GENERAL OPERATING SUPPORT 25,000NATIONAL CENTER FOR HUMAN RIGHTS DINNER 500IN HONOR OF FELICE GAER FIR THE AJC -JBI GOODKIND FELLOWSHIP 1,000FOR SUPPORT OF PROJECT INTERCHANGE 2,500 | $29,000 | |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | UNRESTRICTED | $11,500 | |
| TEMPLE SINAI INC | |||||||
| 5645 DUPREE DRIVE | SANDY SPRINGS | GA | 30327 | PC | DUES 7,500CASINO ROYALE SPONSORSHIP | $11,000 | |
| ATLANTA JEWISH MUSIC FESTIVAL | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | UNRESTRICTED | $750 | |
| PLANNED PARENTHOOD SOUTHEAST INC | |||||||
| 241 PEACHTREE ST NE STE 400 | ATLANTA | GA | 30303 | PC | ADVOCATE SPONSOR 2,000IN HONOR OF ELAINE ALEXANDER AS FIRST LIFETIME DIRECTOR 100UNRESTRICTED 2,500 | $4,600 | |
| AMERICAN JEWISH FILM FESTIVAL | |||||||
| 1800 PEACHTREE ST NW | ATLANTA | GA | 30309 | PC | UNRESTRICTED | $1,800 | |
| FOUNDATION FOR JEWISH CAMP INC | |||||||
| 253 W 35TH ST FL 4 | NEW YORK | NY | 10001 | PC | ON HONOR OF RAINA GROSSWALD'S BAT MITZVAH | $180 | |
| HADASSAH FOUNDATION INC | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | PC | CENTENNIAL GALA SPONSORSHIP | $500 | |
| CONGREGATION EMANU-EL | |||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | MEMORIAL GIFT IN MEMORY OF MARTINA KNEE | $180 | |
| HIAS INC | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRINGS | MD | 20910 | PC | MEMORIAL GIFT IN MEMORY OF MARTINA KNEE 360UNRESTRICTED 2,500 | $2,860 | |
| LEHRHAUS JUDACIA | |||||||
| ATRIUM PLAZA 828 SAN PABLO AVENUE | ALBANY | CA | 94706 | PC | MEMORIAL GIFT IN MEMORY OF MARTINA KNEE | $180 | SUITE 105 |
| ATLANTA SYMPHONY ORCHESTRA | |||||||
| 1280 PEACHTREE ST | ATLANTA | GA | 30309 | PC | ANNUAL FUND CAMPAIGN | $2,500 | |
| THE WILLIAM BREMAN JEWISH HOME INC | |||||||
| 310 HOWELL MILL RD NW | ATLANTA | GA | 30327 | PC | STAFF FUND 275GENERAL OPERATING SUPPORT | $3,275 | |
| NEW AMERICAN PATHWAYS INC | |||||||
| 2300 HENDERSON MILL RD NE SUITE 100 | ATLANTA | GA | 30345 | PC | UNRESTRICTED | $250 | |
| FRIENDS OF THE FORUM | |||||||
| 501 NORTH CLINTON STREET APT 903 | CHICAGO | IL | 60654 | PC | UNRESTRICTED | $100 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVE SUITE 1700 | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT | $100 | |
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | PC | GENERAL OPERATING SUPPORT | $100 | |
| CAMP LIVING WONDERS INC | |||||||
| 5425 POWERS FERRY ROAD | ATLANTA | GA | 30327 | PC | GENERAL OPERATING SUPPORT | $500 | |
| 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 | $100 | |
| DOCTORS WITHOUT BOARDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $100 | |
| FRIENDS OF THE ARAVA INSTITUTE LTD | |||||||
| 1320 CENTRE ST STE 206 | NEWTON CENTRE | MA | 02459 | PC | FOR ENVIRONMENTAL STUDIES | $100 | |
| 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 | CENTER FOR JEWISH CIVILIZATION | $100 | |
| I- ACT | |||||||
| 11103 SAN PEDRO SUITE 117 | SAN ANTONIO | TX | 78216 | PC | GENERAL OPERATION SUPPORT | $100 | |
| INSTITUTE FOR CHRISTIAN AND JEWISH COMMUNITIES | |||||||
| 956 DULANEY VALLEY RD | BALTIMORE | MD | 21204 | PC | UNRESTRICTED | $180 | |
| IRAQ AND AFGANISTAN VETERANS OF AMERICA INC | |||||||
| 119 WEST 40TH STREET 19TH FLOOR | NEW YORK | NY | 10018 | PC | UNRESTRICTED | $100 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | PC | UNRESTRICTED | $1,000 | |
| JEWISH FAMILY AND CAREER SERVICES | |||||||
| 2821 KLEMPNER WAY | LOUISVILLE | KY | 40205 | PC | UNRESTRICTED | $1,000 | |
| JEWISH NATIONAL FUND | |||||||
| 6065 ROSWELL RD | ATLANTA | GA | 30328 | PC | UNRESTRICTED | $100 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW WASHINGTON | WASHINGTON | DC | 20001 | PC | UNRESTRICTED | $100 | |
| NOAH'S ARK ANIMAL REHABILITATION CENTER | |||||||
| 712 LG GRIFFIN ROAD | LOCUST GROVE | GA | 30248 | PC | UNRESTRICTED | $150 | |
| PANZI FOUNDATION | |||||||
| 2272 COLORADO BLVD STE 1190 | LOS ANGELES | CA | 90041 | PC | UNRESTRICTED | $100 | |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | UNRESTRICTED | $100 | |
| PETS ARE LOVING SUPPORT INC | |||||||
| 2055 LIDDELL DR NE | ATLANTA | GA | 30324 | PC | UNRESTRICTED | $100 | |
| REBECCA DAVIS DANCE COMPANY | |||||||
| 1510 CECIL B MOORE AVE 3R | PHILIDELPHIA | PA | 19121 | PC | UNRESTRICTED | $100 | |
| RELIGIOUS ACTION CENTER OF REFORM JUDAISM | |||||||
| 2027 MASSACHUSETTS AVE NW | WASHINGTION | DC | 20036 | PC | UNRESTRICTED | $180 | |
| SECOND HELPINGS ATLANTA | |||||||
| PO BOX 720582 | ATLANTA | GA | 30325 | PC | UNRESTRICTED | $180 | |
| SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION | |||||||
| 3660 STUTZ DR STE 100 | CANFIELD | OH | 44406 | PC | UNRESTRICTED | $250 | |
| UNINTED STATES HOLOCAUST MEMORIAL COUNCIL | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | UNRESTRICTED | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,165 | 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 | $40,950 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,990 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,940 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,940 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO ACCT #1900 | AT COST | $1,246,807 | $1,270,120 |
| WELLS FARGO ACCT #1901 | AT COST | $274,392 | $268,390 |
| WELLS FARGO ACCT #1902 | AT COST | $308,133 | $321,587 |
| WELLS FARGO ACCT #1903 | AT COST | $218,372 | $232,150 |
| WELLS FARGO ACCT #1904 | AT COST | $314,481 | $323,903 |
| WELLS FARGO ACCT #1905 | AT COST | $260,286 | $250,226 |
| WELLS FARGO ACCT #1906 | AT COST | $109,894 | $109,380 |
| WELLS FARGO ACCT #1907 | AT COST | $94,085 | $102,424 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $3,272 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $33,652 | Amt |
| Net Investment Income | $33,652 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $943 | Amt |
| Net Investment Income | $943 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |