BREMAN FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BREMAN FOUNDATION INC (EIN 58-6043553)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201421359349307767
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T15:11:43-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581763439 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDHAM BRANNON PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3630 PEACHTREE RD NE SUITE 600 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586043553 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BREMAN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BREM | NameControl |
| Phone | 4048731661 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 SPRING STREET NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303092837 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JARVIN LEVISON | Name |
| Title | PRESIDENT | Title |
| Phone | 4048731661 | Phone |
| Date Signed | 2014-04-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARLYE W DOOLEY | Name |
| PTIN | P00292964 | PTIN |
| Phone | 4048982000 | Phone |
| Date Prepared | 2014-04-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JARVIN LEVISON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 SPRING STREET NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303092837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1714623 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT FOR THE MISSION OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 157020 | InvestmentIncomePriorYear |
| Investment Income Current Year | 275089 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 18 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 157020 | TotalRevenuePriorYear |
| Total Revenue Current Year | 275107 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 359930 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 393930 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 56294 | OtherExpensePriorYear |
| Other Expenses Current Year | 61173 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 416224 | TotalExpensesPriorYear |
| Total Expenses Current Year | 455103 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -259204 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -179996 | RevenuesLessExpensesCY |
| Total Assets BOY | 6941629 | TotalAssetsBOY |
| Total Assets EOY | 7293258 | TotalAssetsEOY |
| Total Liabilities BOY | 6800 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2116 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6934829 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7291142 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THIS ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC., AN IRC 501(C)(3) ORGANIZATION | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 162500 | Expense |
| Grants | 162500 | Grants |
| Description | SERVING THE FRAIL, ELDERLY, AND DISABLED IN THE ATLANTA AREA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 87500 | Expense |
| Grants | 87500 | Grants |
| Description | SUPPORTING THE HISTORY MUSEUM WITH EXHIBITS AND COLLECTIONS EMPHASIZING THE ATLANTA JEWISH COMMUNITY AND THE HOLOCAUST. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 51000 | Expense |
| Grants | 51000 | Grants |
| Description | PROVIDING LEADERSHIP AND SUPPORT FOR THE NETWORK OF JEWISH NOT-FOR-PROFIT ORGANIZATIONS IN THE GREATER ATLANTA AREA. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 92930 | Expense |
| Grants | 92930 | Grants |
| Description | OTHER PROGRAM SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 92930 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 92930 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 393930 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEILA KATZ COHEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4048731661 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 SPRING STREET NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303092837 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ELINOR BREMAN | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| BOB NEMO | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| CAROL NEMO | ||||||
| SECRETARY/TREASURER | 0.90 | X | 0 | 0 | 0 | X |
| ROBERTA NEMO | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| DAN NEMO | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| SYBIL BREMAN | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| STEPHEN M BERMAN | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| JACK BALSER | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| LOIS FRANK | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| ROSS KOGON | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| JACK HALPERN | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| JARVIN LEVISON | ||||||
| PRESIDENT | 0.90 | X | 0 | 0 | 0 | X |
| ELIOT ARNOVITZ | ||||||
| VICE PRESIDENT | 0.90 | X | 0 | 0 | 0 | X |
| MICHAEL HOROWITZ | ||||||
| VICE PRESIDENT | 0.90 | X | 0 | 304368 | 48083 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 304368 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 48083 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 208823 | TotalRevenueColumn |
| Exclusion | $208,823 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1505782 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1439516 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 66266 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66266 | TotalRevenueColumn |
| Exclusion | $66,266 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 18 | TotalRevenueColumn |
| Exclusion | $18 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 275107 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $275,107 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393930 | Total |
| Program Services | 393930 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33332 | Total |
| Management And General | 33332 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4000 | Total |
| Management And General | 4000 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE EXPENSES | Description |
| Total | 23841 | Total |
| Management And General | 23841 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455103 | Total |
| Program Services | 393930 | ProgramServices |
| Management And General | 61173 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6909622 | BOY |
| EOY | 7293258 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32007 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6941629 | BOY |
| EOY | 7293258 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6800 | BOY |
| EOY | 2116 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6800 | BOY |
| EOY | 2116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6934829 | BOY |
| EOY | 7291142 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6934829 | BOY |
| EOY | 7291142 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6941629 | BOY |
| EOY | 7293258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -179996 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 536309 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER ATLANTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581021791 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $393,930 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 393930 | SumOfAmounts |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: FORM 990 SCHEDULE A LINE 11H (VII) AMOUNT OF SUPPORT TO SUPPORTED ORGANIZATION THIS SUPPORTING ORGANIZATION TRANSFERRED $51,000 TO THE JEWISH FEDERATION OF GREATER ATLANTA, INC. THE REMAINING $342,930 WAS TRANSFERRED TO OTHER 501(C)(3) ORGANIZATIONS LISTED ON SCHEDULE I WHICH ARE MEMBERS OF THE CHARITABLE CLASS BENEFITTED BY THE JEWISH FEDERATION OF GREATER ATLANTA, INC. | GeneralExplanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6934829 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 778083 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 393930 | GrantsOrScholarships |
| Administrative Expenses | 27840 | AdministrativeExpenses |
| End Of Year Balance | 7291142 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7233941 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 89029 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 359930 | GrantsOrScholarships |
| Administrative Expenses | 28211 | AdministrativeExpenses |
| End Of Year Balance | 6934829 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4000934 | BeginningOfYearBalance |
| Contributions | 2482716 | Contributions |
| Investment Earnings Or Losses | 803987 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 208885 | GrantsOrScholarships |
| Other Expenditures | 180000 | OtherExpenditures |
| Administrative Expenses | 24811 | AdministrativeExpenses |
| End Of Year Balance | 7233941 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3613704 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 609151 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 201208 | GrantsOrScholarships |
| Administrative Expenses | 20712 | AdministrativeExpenses |
| End Of Year Balance | 4000934 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4599310 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -717271 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 238500 | GrantsOrScholarships |
| Administrative Expenses | 29836 | AdministrativeExpenses |
| End Of Year Balance | 3613703 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | PART X LINE 2: FIN 48 FOOTNOTE ON THE CONSOLIDATED FINANCIAL STATEMENTS FOR JEWISH FEDERATION OF GREATER ATLANTA, INC. THE FEDERATION QUALIFIES FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, IF ANY, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. MANAGEMENT BELIEVES THE FEDERATION MET THE REQUIREMENTS TO MAINTAIN THEIR TAX-EXEMPT STATUS; THEREFORE, NO PROVISION FOR INCOME TAXES ON EXEMPT PURPOSES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. AS OF AND FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, THE FEDERATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FEDERATION'S INCOME TAX RETURN SINCE THE YEAR ENDED JUNE 30, 2011 ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. |
| PART V, LINE 4: THE BREMAN FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC., AN IRC SECTION 501(C)(3) ORGANIZATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| THE WILLIAM BREMAN JEWISH HERITAGE MUSEUM | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | 020541872 | 501(C)(3) | 87500 | DONATION |
| HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | 580633971 | 501(C)(3) | 12500 | DONATION |
| JEWISH FAMILY & CAREER SERVICES | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | 581479212 | 501(C)(3) | 11500 | DONATION |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | 581021791 | 501(C)(3) | 51000 | DONATION |
| THE DORIS & ALEX WEBER JEWISH COMMUNITY HIGH SCHOOL | |||||||
| 6751 ROSWELL ROAD | ATLANTA | GA | 30328 | 582207654 | 501(C)(3) | 11430 | DONATION |
| THE TEMPLE | |||||||
| 1589 PEACHTREE ST NE | ATLANTA | GA | 30309 | 581083581 | 501(C)(3) | 21500 | DONATION |
| WILLIAM BREMAN JEWISH HOME | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | 580610059 | 501(C)(3) | 162500 | DONATION |
| ROBERT W WOODRUFF ARTS CENTER | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | 580633971 | 501(C)(3) | 10000 | DONATION |
| GENESIS SHELTER INC | |||||||
| 173 BOULEVARD NE | ATLANTA | GA | 30312 | 581934891 | 501(C)(3) | 10000 | DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL ARE UNRESTRICTED GRANTS AND THEREFORE MONITORING IS NOT REQUIRED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL HOROWITZ | NamePerson |
| Title | VICE PRESIDENT | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 304368 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 34971 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 13112 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 352451 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | NAME: RELATIONSHIP: ELINOR BREMAN FAMILY WIDOW BOB NEMO FAMILY SON-IN-LAW CAROL NEMO FAMILY DAUGHTER ROBERTA NEMO FAMILY GRANDDAUGHTER DAN NEMO FAMILY GRANDSON SYBIL BREMAN FAMILY GRANDDAUGHTER ELIOT ARNOVITZ BUSINESS JEWISH FEDERATION OF GREATER ATLANTA BOARD MICHAEL HOROWITZ BUSINESS JEWISH FEDERATION OF GREATER ATLANTA EMPLOYEE LOIS FRANK BUSINESS JEWISH FEDERATION OF GREATER ATLANTA BOARD ROSS KOGON BUSINESS JEWISH FEDERATION OF GREATER ATLANTA BOARD JACK HALPERN BUSINESS JEWISH FEDERATION OF GREATER ATLANTA BOARD |
| FORM 990, PART VI, SECTION A, LINE 7A | JEWISH FEDERATION OF GREATER ATLANTA, INC. ELECTS MAJORITY OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | DESIGNATED MEMBER(S) OF THE GOVERNING BODY REVIEW THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHENEVER A NEW RELATIONSHIP IS CONTEMPLATED, THE MEMBERS OF THE BOARD ARE POLLED FOR ANY RELATIONSHIP BETWEEN THEM AND THEIR FAMILIES AND THE NEW ENTITY. EVERY YEAR MEMBERS OF THE BOARD AND THEIR FAMILIES ARE ASKED IF THEY HAVE A RELATIONSHIP WITH ANY ENTITY THAT IS INVOLVED WITH THE FOUNDATION. IF SO, THE DETAILS OUTLINING THE RELATIONSHIP MUST BE DISCLOSED. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER ATLANTA INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 SPRING STREET NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581021791 | EIN |
| Primary Activities | SEE SCH. R PART VII SUPPLEMENTAL INFORMATION | PrimaryActivities |
| Legal Domicile State | GA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JEWISH FEDERATION OF GREATER ATLANTA INC | ||
| B | 393930 | CASH CONTRIBUTED |
| JEWISH FEDERATION OF GREATER ATLANTA INC | ||
| M | 32851 | MANAGEMENT FEE SCHEDULE |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART II COLUMN (B) PRIMARY ACTIVITY | ReturnReference |
| Explanation | LEADERSHIP AND SUPPORT FOR JEWISH NOT-FOR-PROFIT ORGANIZATIONS IN ATLANTA, ISRAEL AND THROUGHOUT THE WORLD. | Explanation |