ALLAN & MELANIE NELKIN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & MELANIE NELKIN FOUNDATION INC (EIN 47-5565319)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349103216
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T16:32:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474881624 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & GALLIGAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 CROWN POINTE PKWY STE 500 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30338 | 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 | 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 & TREASURE | PersonTitleTxt |
| Phone | 7703303194 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI GALLIGAN CPA | PreparerPersonNm |
| PTIN | P00400649 | PTIN |
| Phone | 4049689879 | PhoneNum |
| Preparation | 2025-11-12 | 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 | $2,880,374 | 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 | $48,568 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,304 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,304 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318,731 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,077,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $318,731 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $162 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $421,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $363,819 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,780 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,326 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $259,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $161,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,606 | CashBOYAmt |
| Cash EOY | $131,035 | CashEOYAmt |
| Cash EOYFMV | $131,035 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $2,682 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,926 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,926 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,959,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,130,712 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,743,413 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,065,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,267,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,880,374 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,061,312 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,259,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,061,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,259,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,065,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,267,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,061,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $161,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,060 | OtherIncreasesAmt |
| Subtotal | $2,259,673 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,259,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO - 1900 | P | 2024-01-01 | 2024-12-31 | $229,590 | $219,993 | $9,597 | $9,597 |
| WELLS FARGO - 1900 | P | 2024-01-01 | 2024-12-31 | $816,093 | $534,461 | $281,632 | $281,632 |
| WELLS FARGO - 1900 WASH SALE | P | 2024-01-01 | 2024-12-31 | $498 | $498 | $498 | |
| MS 150761 | P | 2024-01-01 | 2024-12-31 | $1,922 | $1,922 | ||
| MS 150763 | P | 2024-01-01 | 2024-12-31 | $22 | $26 | -$4 | -$4 |
| MS 150765 | P | 2024-01-01 | 2024-12-31 | $22 | $17 | $5 | $5 |
| MS 150766 | P | 2024-01-01 | 2024-12-31 | $1,380 | $2,385 | -$1,005 | -$1,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $318,731 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,597 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,756 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,756 | SubtotalAmt |
| Tax Based On Investment Income | $4,756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,682 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,682 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,926 | OverpaymentAmt |
| Applied To ES Tax | $5,926 | 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 | Yes (true) | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLAN NELKIN | 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 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 & | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,541,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,702,222 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,702,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,661,689 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,084 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,756 | TotalTaxAmt |
| Distributable Before Adj | $128,328 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $128,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $128,328 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,365 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $233,365 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,328 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,156 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $322,881 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $214,491 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $206,537 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,472 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $875,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,365 | QualifyingDistributionsAmt |
| Applied To Current Year | $128,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,037 | RemainingDistriFromCorpusAmt |
| Total Corpus | $980,574 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,156 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $958,418 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $322,881 | ExcessFromYear4Amt |
| Excess From Year3 | $214,491 | ExcessFromYear3Amt |
| Excess From Year2 | $206,537 | ExcessFromYear2Amt |
| Excess From Year1 | $109,472 | ExcessFromYear1Amt |
| Excess From Current Year | $105,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLAN NELKIN | ContributingManagerNm |
| Contributing Manager | MELANIE NELKIN | ContributingManagerNm |
| 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 100222709 | GENERAL | $163,000 | ||
| AMERICAN SOCIETY FOR THE PREVENTION | |||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | GENERAL | $350 | OF CRUELTY TO ANIMALS | |
| ATLANTA JEWISH FILM SOCIETY INC | |||||||
| PO BOX 746371 | ATLANTA | GA | 303746371 | GENERAL | $2,500 | ||
| ATLANTA JEWISH MUSIC FESTIVAL | |||||||
| 1440 SPRING STREET | ATLANTA | GA | 303092832 | GENERAL | $1,500 | ||
| ATLANTA JEWS OF COLOR COUNCIL | |||||||
| PO BOX 468271 | ATLANTA | GA | 31146 | GENERAL | $180 | ||
| ATLANTA SYMPHONY ORCHESTRA | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | GENERAL | $2,500 | ||
| B'NAI VAIL CONGREGATION | |||||||
| 19 VAIL ROAD | VAIL | CO | 81657 | GENERAL | $1,800 | ||
| CENTER FOR ISRAEL EDUCATION INC | |||||||
| PO BOX 15129 | ATLANTA | GA | 30333 | GENERAL | $500 | ||
| CREATING CONNECTED COMMUNITIES | |||||||
| PO BOX 500247 | ATLANTA | GA | 31150 | GENERAL | $500 | ||
| DEMOCRATIC MAJORITY FRIENDS OF | |||||||
| 1010 WISCONSIN AVENUE NW | WASHINGTON | DC | 20007 | GENERAL | $500 | ISRAEL | SUITE 540 |
| FRIENDS OF THE ISRAEL DEFENSE | |||||||
| PO BOX 720556 | ATLANTA | GA | 30358 | GENERAL | $1,800 | FORCES | |
| HIAS INC | |||||||
| PO BOX 97077 | WASHINGTON | DC | 200907077 | GENERAL | $1,000 | ||
| HILLELS OF GEORGIA INC | |||||||
| 735 GATEWOOD ROAD NE | ATLANTA | GA | 303221711 | GENERAL | $1,800 | ||
| ISRAEL POLICY FORUM | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | GENERAL | $500 | SUITE 3505 | |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 303092832 | GENERAL | $500 | OF ATLANTA INC | |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | |||||||
| 25 BROADWAY - SUITE 17 | NEW YORK | NY | 10004 | GENERAL | $1,000 | ||
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | GENERAL | $2,500 | ||
| JEWISH FEDERATION OF GREATER | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | GENERAL | $15,860 | ATLANTA | |
| JEWISH HOME LIFE COMMUNITIES INC | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | GENERAL | $2,500 | ||
| JEWISH WOMEN'S FUND OF ATLANTA | |||||||
| 1440 SPRING ST | ATLANTA | GA | 30309 | GENERAL | $3,500 | ||
| MARCUS JEWISH COMMUNITY CENTER OF | |||||||
| 5342 TILLY MILL ROAD | DUNWOODY | GA | 30338 | GENERAL | $180 | ATLANTA INC | |
| NATIONAL CENTER FOR CIVIL & HUMAN | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | GENERAL | $1,500 | RIGHTS INC | |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| PO BOX 76162 | SANDY SPRINGS | GA | 30328 | GENERAL | $500 | INC | |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 191760358 | GENERAL | $360 | ||
| NOAH'S ARK ANIMAL REHABILITATION | |||||||
| 712 LG GRIFFIN ROAD | LOCUST GROVE | GA | 30248 | GENERAL | $500 | CENTER INC | |
| PLANNED PARENTHOOD SOUTHEAST INC | |||||||
| 241 PEACHTREE STREET NE | ATLANTA | GA | 303032507 | GENERAL | $5,000 | SUITE 400 | |
| SECOND HELPINGS ATLANTA INC | |||||||
| 970 JEFFERSON STREET NW | ATLANTA | GA | 303185236 | GENERAL | $360 | SUITE 5 | |
| SOUTHERN JEWISH RESOURCE NETWORK | |||||||
| 1530 DEKALB AVENUE NE | ATLANTA | GA | 30307 | GENERAL | $1,000 | SUITE A | |
| TEMPLE SINAI INC | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 303274303 | GENERAL | $14,100 | ||
| THE ATLANTA SCHOLARS KOLLEL | |||||||
| 1959 LA VISTA ROAD | ATLANTA | GA | 30329 | GENERAL | $1,000 | ||
| THE SHALOM HARTMAN INSTITUTE OF | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 101150114 | GENERAL | $500 | NORTH AMERICA | SUITE 1450 |
| UNITED STATES HOLOCAUST MEMORIAL | |||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | GENERAL | $2,000 | COUNCIL | SW |
| ZAKA TEL-AVIV | |||||||
| 39 BRYANT DRIVE | JACKSON TOWNSHIP | NJ | 08527 | GENERAL | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,790 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,304 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $318,731 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $372,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $372,535 | 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 |
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 | ALLAN NELKIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $48,568 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SHS APPLE INC. | NoncashPropertyDesc |
| Fair Market Value | $48,568 | FairMarketValueAmt |
| Received | 2024-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,150 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO - 5519 | AT COST | ||
| MORGAN STANLEY - STOCKS | AT COST | $991,529 | $1,584,999 |
| MORGAN STANLEY - ETF'S & CEF'S | AT COST | $64,790 | $55,957 |
| MORGAN STANLEY - MUTUAL FUNDS | AT COST | $620,913 | $617,478 |
| MORGAN STANLEY - CORP FIXED INCOME | AT COST | $59,112 | $52,130 |
| MORGAN STANLEY - GOV'S SECURITIES | AT COST | $41,428 | $77,869 |
| MORGAN STANLEY - ALTERNATIVE INVEST | AT COST | $352,940 | $354,980 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $162 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $37,060 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLS FARGO - MGMT FEES | $17,526 | $17,526 |
| WELLS FARGO - INV EXP | $105 | $105 |
| WELLS FARGO - ADR | $81 | $81 |
| MS 150751 | $5 | $5 |
| MS 150762 | $4 | $4 |
| MS 150765 | $56 | $56 |
| MS 150766 | $8 | $8 |
| MS 150211 | $995 | $995 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLS FARGO - FOREIGN TAXES | $521 | $521 |
| IRS EXCISE TAX | $4,756 | |
| MS 150751 - FOREIGN TAXES | $602 | $602 |
| MS 150762 - FOREIGN TAXES | $28 | $28 |
| MS 150763 - FOREIGN TAXES | $82 | $82 |
| MS 150765 - FOREIGN TAXES | $93 | $93 |