DAVID AND JENNIFER KAHN FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND JENNIFER KAHN FAMILY FOUNDATION INC (EIN 58-2472876)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201633149349101423
- Schema version
- 2015v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T16:12:11-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & HOWARD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 17TH STREET SUITE 1600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582472876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & JENNIFER KAHN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID B KAHN | InCareOfNm |
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4045860569 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3755 Atlanta Industrial Parkway | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303311027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KAHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4048746244 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBBIE R TORRANCE | PreparerPersonNm |
| PTIN | P00174607 | PTIN |
| Phone | 4048746244 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $20,505,757 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $440,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $440,159 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $440,159 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $649,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,200,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $649,362 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,941 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,941 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $40,941 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,133,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,130,462 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $481,100 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $38,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,567 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,567 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114,215 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $114,215 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $118,782 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,065,188 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,065,188 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,221,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $118,782 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,065,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$87,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,011,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $362,318 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $307,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $796,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $796,416 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,726,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,498,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,697,574 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,375,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,887 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,767 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,408,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,321,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,505,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $20,408,599 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,321,311 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,408,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,321,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,408,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,321,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,408,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$87,288 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,321,311 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,321,311 | 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 | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SUNTRUST 4960 - SEE ATTACHED | P | $801,926 | $835,906 | -$33,980 | -$33,980 | ||
| SUNTRUST 4960 - SEE ATTACHED | P | $81,248 | $88,793 | -$7,545 | -$7,545 | ||
| SUNTRUST 4960 - SEE ATTACHED | P | $9,630,573 | $9,578,186 | $52,387 | $52,387 | ||
| SUNTRUST 4960 - SEE ATTACHED | P | $2,895,864 | $2,516,412 | $379,452 | $379,452 | ||
| SUNTRUST 4960 - SEE ATTACHED | P | $44,258 | $48,370 | -$4,112 | -$4,112 | 2013-05-07 | 2015-09-11 |
| BERNSTEIN 94897 - SEE ATTACHED | P | $3,873,111 | $3,888,681 | -$15,570 | -$15,570 | ||
| BERNSTEIN 94897 - SEE ATTACHED | P | $3,780,480 | $3,493,930 | $286,550 | $286,550 | ||
| BERNSTEIN 94897 - SEE ATTACHED | P | $98,975 | $100,582 | -$1,607 | -$1,607 | ||
| CAPITAL GAIN DIVIDENDS | P | $1,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $649,362 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $427,303 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,408,166 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $428,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,449,570 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020937 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $482,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,506,681 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024738 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $526,412 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,716,003 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0267 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $858,280 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,528,328 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114007 | DistributionYr5Rt |
| Total Distribution | 0.206342 | TotalDistributionRt |
| Average Distribution | 0.041268 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,127,964 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $871,909 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $882,026 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,065,188 | 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 | $10,117 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,117 | SubtotalAmt |
| Tax Based On Investment Income | $10,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,122 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,122 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,005 | OverpaymentAmt |
| Applied To ES Tax | $11,005 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID B KAHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4045860569 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3755 ATLANTA INDUSTRIAL PARKWAY | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303311027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| DAVID B KAHN | ||||||
| 3755 Atlanta Industrial Parkway | ATLANTA | GA | 303311027 | CHAIRMAN | 0 | $0 |
| JENNIFER M KAHN | ||||||
| 3755 Atlanta Industrial Parkway | ATLANTA | GA | 303311027 | VICE-CHIAR | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,941,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,507,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,449,710 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,449,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $321,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,127,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,056,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,056,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,117 | TotalTaxAmt |
| Distributable Before Adj | $1,046,281 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,046,281 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,046,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,065,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,065,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,117 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,055,071 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,046,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $590,650 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,065,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $590,650 | AppliedToYear1Amt |
| Applied To Current Year | $474,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $571,743 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID B KAHN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGAPE | |||||||
| 2353 BOLTON ROAD NW SUITE 100 | ATLANTA | GA | 30318 | 501(C)(3) | PHILANTHROPIC | $2,000 | |
| ANDREW P STEWART CENTER | |||||||
| po box 17772 | ATLANTA | GA | 30316 | 501(C)(3) | PHILANTHROPIC | $2,500 | |
| ANDREW'S ARMY | |||||||
| 700 RAINBOW DR NE | LANCASTER | OH | 43130 | 501(c)(3) | PHILANTHROPIC | $2,500 | |
| ATLANTA HISTORY CENTER | |||||||
| 130 WEST PACES FERRY ROAD NW | atlanta | GA | 30305 | 501(C)(3) | PHILANTHROPIC | $1,000 | |
| ATLANTA POLICE FOUNDATION | |||||||
| 191 peachtree street ne | atlanta | GA | 30303 | 501(C)(3) | PHILANTHROPIC | $1,000 | |
| ATLANTA SPEECH SCHOOL | |||||||
| 3160 northside parkway nw | ATLANTA | GA | 30327 | 501(C)(3) | PHILANTHROPIC | $5,000 | |
| BOYS AND GIRLS CLUB OF METRO ATLANTA | |||||||
| 1275 peachtree street ne suite 500 | ATLANTA | GA | 30309 | 501(C)(3) | PHILANTHROPIC | $12,500 | |
| BREAKTHROUGH ATLANTA | |||||||
| 4075 paces ferry rd nw | ATLANTA | GA | 30327 | 501(C)(3) | PHILANTHROPIC | $3,500 | |
| BUCKHEAD CHRISTIAN MINISTRY | |||||||
| 2847 piedmont road ne | atlanta | GA | 30305 | 501(c)(3) | PHILANTHROPIC | $4,000 | |
| CATO INSTITUTE | |||||||
| 1000 massachusetts ave nw | washington | DC | 20001 | 501(C)(3) | PHILANTHROPIC | $100 | |
| CCFA | |||||||
| 2250 north druid hills rd 250 | ATLANTA | GA | 30329 | 501(C)(3) | PHILANTHROPIC | $1,000 | |
| FERNBANK MUSEUM OF NATURAL HISTORY | |||||||
| 767 clifton road ne | ATLANTA | GA | 30307 | 501(C)(3) | PHILANTHROPIC | $4,100 | |
| GEORGIA AQUARIUM | |||||||
| 225 baker street nw | ATLANTA | GA | 30313 | 501(C)(3) | PHILANTHROPIC | $3,250 | |
| GEORGIA TRANSPLANT FOUNDATION | |||||||
| 500 SUGAR MILL ROAD SUITE 170-A | ATLANTA | GA | 30350 | 501(C)(3) | PHILANTHROPIC | $5,000 | |
| GICIA | |||||||
| PO BOX 446 | BOCA GRANDE | FL | 33921 | 501(C)(3) | PHILANTHROPIC | $12,500 | |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | 501(C)(3) | PHILANTHROPIC | $108 | |
| KAHN DONOR ADVISED FUNDS | |||||||
| 3475 PIEDMONT ROAD NE SUITE 1900 | ATLANTA | GA | 30305 | 501(C)(3) | PHILANTHROPIC | $500,000 | |
| LOVETT LIONBACKERS | |||||||
| 4075 paces ferry road | ATLANTA | GA | 30327 | 501(C)(3) | PHILANTHROPIC | $5,000 | |
| MS SOCIETY GA CHAPTER | |||||||
| 950 EAST PACES FERRY ROAD NE SUITE | ATLANTA | GA | 30326 | 501(C)(3) | PHILANTHROPIC | $2,500 | |
| PEACH CORPS | |||||||
| 2020 peachtree road nw | ATLANTA | GA | 30309 | 501(C)(3) | PHILANTHROPIC | $50 | |
| SHEPHERD CENTER FOUNDATION | |||||||
| 2020 peachtree road nw | ATLANTA | GA | 30309 | 501(C)(3) | PHILANTHROPIC | $27,500 | |
| SKYLAND TRAIL | |||||||
| 1961 north druid hills road ne | ATLANTA | GA | 30329 | 501(C)(3) | PHILANTHROPIC | $1,055 | |
| STEER SMART | |||||||
| 2835 HOWELL MILL RD NW | ATLANTA | GA | 30327 | 501(C)(3) | PHILANTHROPIC | $1,000 | |
| THE LOVETT SCHOOL | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | 501(C)(3) | PHILANTHROPIC | $430,875 | |
| THE USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | 501(C)(3) | PHILANTHROPIC | $100 | |
| THE WILLIAM BREMEN JEWISH HOME | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | 501(C)(3) | PHILANTHROPIC | $1,000 | |
| TRINITY PRESBYTERIAN CHURCH | |||||||
| 3003 HOWELL MILL ROAD | ATLANTA | GA | 30327 | 501(C)(3) | PHILANTHROPIC | $22,500 | |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| MILLEDGE CENTRE SUITE 100 | ATHENS | GA | 30602 | 501(C)(3) | PHILANTHROPIC | $1,000 | 294 SOUTH MILLEDGE AVE |
| WEINSTEIN HOSPICE | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | 501(C)(3) | PHILANTHROPIC | $1,000 | |
| WHITEFOORD INC | |||||||
| 1353 GEORGE BRUMLEY WAY SE | ATLANTA | GA | 30317 | 501(C)(3) | PHILANTHROPIC | $500 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 3343 PEACHTREE ROAD NW M20 | ATLANTA | GA | 30326 | 501(C)(3) | PHILANTHROPIC | $50 | |
| YOUTH VILLAGE GEORGIA | |||||||
| 225 PEACHTREE STREET NE SUITE 900 | ATLANTA | GA | 30303 | 501(c)(3) | philanthropic | $1,000 | |
| ZOO ATLANTA | |||||||
| 800 CHEROKEE AVENUE | ATLANTA | GA | 30315 | 501(C)(3) | PHILANTHROPIC | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,065,188 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $440,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $649,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | $40,941 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,130,462 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,130,462 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SUNTRUST INVESTMENTS | $0 | $0 |
| BERNSTEIN INVESTMENTS | $19,498,008 | $19,697,574 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACL ALTERNATIVE FUND LIMITED | FMV | $0 | $0 |
| 1794 EVENT DRIVEN OVERSEAS FND | AT COST | $0 | $0 |
| GCP SPV LTF | AT COST | $26,887 | $11,767 |
| JPMORGAN CHASE & CO ALERIAN | AT COST | $0 | $0 |
| BLACKSTONE ALT INV FDS | AT COST | $0 | $0 |
| CREDIT SUISSE | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FROM ACL ALTERNATIVE K-1 | $34,740 | $34,740 | $34,740 | $0 |
| 2% PORT. DED. FROM SUNTRUST | $79,383 | $79,383 | $79,383 | $0 |
| 2% PORT. DED. FROM BERNSTEIN | $92 | $92 | $92 | $0 |
| MISCELLANEOUS EXPENSE | $30 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM ACL ALTERNATIVE FUND LIMITED | $5,749 | $5,749 | $5,749 |
| SUNTRUST OTHER INCOME | $35,192 | $35,192 | $35,192 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUNTRUST 7914960 - FOREIGN TAX | $3,491 | $3,491 | $3,491 | $0 |
| BERNSTEIN - FOREIGN TAX | $1,076 | $1,076 | $1,076 | $0 |
| 4940 EXCISE TAX | $33,750 | $0 | $0 | $0 |