THE MORRIS FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MORRIS FAMILY FOUNDATION INC (EIN 58-2396544)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349102651
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T12:58:58-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582396544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 4042407700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 W PACES FERRY RD 615 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS P DINAPOLI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4042407700 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,800,371 | 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 | $1,009,110 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $204,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,851,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,583 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $114,969 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $114,969 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,469,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $460,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,945 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,972 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,973 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,381 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,381 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,295 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,659 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,659 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,370 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $435,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $435,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $914,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $406,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,184,327 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,054,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,054,865 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $297,100 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $298,488 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $298,488 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,804,184 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,063,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,063,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,192,964 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,384,018 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,384,018 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,479,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,800,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,800,371 | 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 | $9,479,010 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,800,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,479,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,800,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,479,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,800,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,479,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $914,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $406,409 | OtherIncreasesAmt |
| Subtotal | $10,800,371 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,800,371 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,851,493 | $3,709,947 | $141,546 | $141,546 |
| CAPITAL GAINS DIVIDENDS | P | $37 | $37 | $37 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,583 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,650 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,650 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,727 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,227 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,577 | OverpaymentAmt |
| Applied To ES Tax | $13,577 | 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 |
| Individual With Books | DOUGLAS P DINAPOLI | IndividualWithBooksNm |
| Phone | 4042407700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 W PACES FERRY RD 615 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL MORRIS | ||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | CHAIRMAN | 10.00 | $18,000 | $0 | $0 |
| BELINDA MORRIS | ||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FREDERICK SLAGLE | ||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | SECRETARY/TREASUER | 1.00 | $0 | $0 | $0 |
| ANDREW SUSS | ||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | TRUSTEE | 5.00 | $12,000 | $0 | $0 |
| JACQUELINE M MORRIS | ||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 PEACHTREE RD NE STE 2000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $52,381 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,482,960 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,182,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,665,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,665,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,505,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $525,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $525,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,650 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,650 | TotalTaxAmt |
| Distributable Before Adj | $519,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $519,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $519,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $485,197 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $519,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $343,873 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $131,894 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,013 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $201,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $235,135 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $922,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $485,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $34,409 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,409 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $888,530 | 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 | $309,464 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $579,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $131,894 | ExcessFromYear4Amt |
| Excess From Year3 | $11,013 | ExcessFromYear3Amt |
| Excess From Year2 | $201,024 | ExcessFromYear2Amt |
| Excess From Year1 | $235,135 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALPHA EPSILON PI FOUNDATION | ||||||||
| 8815 WESLEYAN RD | INDIANAPOLIS | IN | 462681171 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $21,200 | |
| AMERICAN FRIENDS OF BNAI LEVY | ||||||||
| C/O M KANNER CPA | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $5,200 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 3525 PIEDMONT RD NE | ATLANTA | GA | 30305 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $15,000 | |
| AMERICAN JEWISH PRESS ASSOCIATION (AJPA) | ||||||||
| 107 S SOUTHGATE DRIVE | CHANDLER | AZ | 852263222 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $3,000 | |
| ATLANTA JEWISH FILM FESTIVAL | ||||||||
| PO BOX 746371 | ATLANTA | GA | 30374 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $6,000 | |
| ATLANTA JEWISH LIFE FOUNDATION | ||||||||
| 270 CARPENTER DR NE STE 320 | ATLANTA | GA | 30328 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $20,000 | |
| CHABAD INTOWN | ||||||||
| 730 PONCE DE LEON PL NE | ATLANTA | GA | 30306 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $2,200 | |
| CHABAD LUBAVITCH OF SW FLORIDA | ||||||||
| 5620 WINKLER RD | FT MYERS | FL | 33919 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000 | |
| CHABAD OF NORTH FULTON | ||||||||
| 10180 JONES BRIDGE ROAD | ALPHARETTA | GA | 300229909 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $20,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA | ||||||||
| 1575 NORTHEAST EXPRESSWAY | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 | |
| FRIENDS OF ISRAEL DEFENSE FORCES (FIDF) | ||||||||
| PO BOX 720556 | ATLANTA | GA | 30358 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $8,500 | |
| FRIENDS OF JEWISH SPECTATOR INC | ||||||||
| 255 CENTRAL AVE B-206 | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $37,000 | |
| FURMAN VOLLEYBALL | ||||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $2,000 | |
| GA POLICE FOUNDATION | ||||||||
| 191 PEACHTREE ST | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 | |
| GA STATE UNIVERSITY FOUNDATION-GILEE | ||||||||
| PO BOX 3992 | ATLANTA | GA | 303023992 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $25,000 | |
| GEORGIA COMMISSION ON THE HOLOCAUST | ||||||||
| 2101 STEPHENS WALK | ATLANTA | GA | 30338 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $25,000 | |
| HILLELS OF GEORGIA | ||||||||
| 1100 SPRING ST NW SUITE 810 | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $1,800 | |
| IAN'S FRIENDS FOUNDATION | ||||||||
| 855 MARSEILLES DRIVE | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 | |
| ISRAELI AMERICAN COUNCIL | ||||||||
| 6530 WINNETKA AVE | WOODLAND HILLS | CA | 91367 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 | |
| ISRAELI-AMERICAN COUNCIL (IAC) | ||||||||
| 5900 CANOGA AVE SUITE 390 | WOODLAND HLLS | CA | 91367 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 | |
| JACK AND JILL LATE STATE CANCER FOUNDATION | ||||||||
| 75 REMITTANCE DR DEPT 92065 | CHICAGO | IL | 60675 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $10,000 | |
| JEWISH FAMILY & CAREER SERVICES | ||||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 303386210 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 | |
| JEWISH FEDERATION OF GREATER ATLANTA | ||||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 303092837 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $76,000 | |
| JEWISH FERTILITY FOUNDATION | ||||||||
| 2897 N DRUID HILLS RD SUITE 146 | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000 | |
| KESHER TORAH | ||||||||
| 535 FOUNTAIN OAKS WAY NE | ATLANTA | GA | 30342 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 | |
| KIBBITZ AND KONNECT | ||||||||
| PO BOX 76611 | ATLANTA | GA | 30358 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000 | |
| MARCUS JEWISH COMMUNITY CTR OF ATLANTA | ||||||||
| DEVELOPMENT DEPT 5342 TILLY MILL RD | DUNWOODY | GA | 30338 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $35,000 | |
| NATIONAL WORLD WAR II MUSEUM | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 701309871 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $15,000 | |
| SHELTERING ARMS | ||||||||
| 385 CENTENNIAL OLYMPIC PARK DR NW | ATLANTA | GA | 30313 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 | |
| THE TEMPLE | ||||||||
| 1589 PEACHTREE STREET NE | ATLANTA | GA | 303092401 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $10,000 | |
| VANDERBILT UNIVERSITY (AEPI BLDG) | ||||||||
| VU STATION B 357727 2301 VANDERBILT | NASHVILLE | TN | 372357727 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $50,000 | PLACE |
| WOODWARD ACADEMY | ||||||||
| 1662 RUGBY AVENUE | COLLEGE PARK | GA | 303372199 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 | |
| ZOO ATLANTA | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 303151440 | NONE | PUBLIC CHARITY | SUPPORT THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $435,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,240 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,969 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $460,792 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $460,792 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BERNARD MARCUS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 W PACES FERRY ROAD 615 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,009,110 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,945 | Amt |
| Net Investment Income | $1,972 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,973 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,384,018 | EOYBookValueAmt |
| EOYFMV | $2,384,018 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,063,000 | EOYBookValueAmt |
| EOYFMV | $7,063,000 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $298,488 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $298,488 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $3,507 | $0 | $3,507 |
| PAYROLL FEES | $1,863 | $0 | $1,863 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALL INCOME | Desc |
| Revenue And Expenses Per Books | $114,969 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $114,969 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $114,969 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION OF MARKETABLE SECURITIES | Desc |
| Amt | $406,409 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $52,381 | Amt |
| Net Investment Income | $52,381 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $15,400 | $0 | $0 |
| PAYROLL TAXES | $2,295 | $0 | $2,295 |