JOSEPH AND FELICIA WEBER FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND FELICIA WEBER FAMILY FOUNDATION INC (EIN 20-0510704)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-15
- IRS object ID
- 201300159349100100
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-15T07:36:19-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581686745 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS LANE & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 PEACHTREE DUNWOODY RD BLDG 1 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200510704 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH AND FELICIA WEBER FAMILY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSE | NameControl |
| Phone | 7708048044 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLDG ONE 7000 PEACHTREE DUNWOODY | AddressLine1 |
| Address Line2 | ROAD | AddressLine2 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH F WEBER | Name |
| Title | TRUSTEE | Title |
| Phone | 7708048044 | Phone |
| Date Signed | 2013-01-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL A KELLER | Name |
| PTIN | P00044512 | PTIN |
| Phone | 7708048044 | Phone |
| Date Prepared | 2013-01-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8522885 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1658 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1658 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 132546 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 132546 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 257399 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13487258 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 257399 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 391604 | TotalRevenueAndExpenses |
| Total Net Investment Income | 391604 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5525 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4973 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 552 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 9304 | InterestRevAndExpnss |
| Interest Net Invst Incm | 9304 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1488 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1488 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 47185 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 47185 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 63502 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 62950 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 552 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1267789 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1267789 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1331291 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 62950 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1268341 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -939687 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 328654 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2795995 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1557935 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1557935 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3035609 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3027146 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3027146 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 4070524 | InvestmentsOtherBOY |
| Investments Other EOY | 3934924 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3934924 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 200 | OtherAssetsBOY |
| Other Assets EOY | 2880 | OtherAssetsEOY |
| Other Assets EOYFMV | 2880 | OtherAssetsEOYFMV |
| Total Assets BOY | 9902328 | TotalAssetsBOY |
| Total Assets EOY | 8522885 | TotalAssetsEOY |
| Total Assets EOYFMV | 8522885 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 9902328 | RetainedEarningsBOY |
| Retained Earnings EOY | 8522885 | RetainedEarningsEOY |
| Total Net Assets BOY | 9902328 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8522885 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9902328 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8522885 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9902328 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -939687 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 8962641 | Subtotal |
| Other Decreases | 439756 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8522885 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|
| HIGH RISE INSTITUTIONAL PARTNERS, L.P. K-1 | P | 105313 | 105313 | ||
| HIGH RISE INSTITUTIONAL PARTNERS, L.P. K-1 | P | 176111 | 176111 | ||
| FIRST MANHATTAN CASH IN LIEU | P | 7 | 7 | ||
| HIGH RISE LIQUIDATION | P | -24032 | -24032 | 13487258 | 13511290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 257399 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3776651 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9640541 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.391747 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4150990 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13752039 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.301845 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1314081 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16012147 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.082068 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1728911 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18674979 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.092579 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 545585 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 18766109 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.029073 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.897312 | TotalDistributionRatio |
| Average Distribution Ratio | 0.179462 | AverageDistributionRatio |
| Net Noncharitable Assets | 8889992 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1595416 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3287 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1598703 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1268341 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6573 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6573 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6573 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2880 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 12880 | TotalCreditsAndPayments |
| Overpayment | 6307 | Overpayment |
| Amount Credited To Next Year | 6307 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | GA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL A KELLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7708048044 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 PEACHTREE DUNWOODY ROAD | AddressLine1 |
| Address Line2 | BUILDING 1 | AddressLine2 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JOSEPH F WEBER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLDG ONE 7000 PEACHTREE DUNWOODY RD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE AND CHAIRMAN | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2887722 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2221257 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3916394 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9025373 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9025373 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 135381 | CashDeemedCharitable |
| Net Noncharitable Assets | 8889992 | NetNoncharitableAssets |
| Minimum Investment Return | 444500 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 444500 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6573 | TaxBasedOnInvestmentIncome |
| Total Tax | 6573 | TotalTax |
| Distributable Amount Before Adj | 437927 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 437927 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 437927 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1268341 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1268341 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1268341 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 437927 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 35650 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 523178 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3468584 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3300356 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 7327768 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1268341 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 437927 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 830414 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 8158182 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8158182 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 35650 | ExcessFromYear4 |
| Excess From Year3 | 523178 | ExcessFromYear3 |
| Excess From Year2 | 3468584 | ExcessFromYear2 |
| Excess From Year1 | 3300356 | ExcessFromYear1 |
| Excess From Current Year | 830414 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH F WEBER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL | $75,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| SIX PIEDMONT CENTER STE 510 | ATLANTA | GA | 30305 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| ATLANTA BELTLINE PARTNERSHIP | ||||||||
| PO BOX 93351 | ATLANTA | GA | 30377 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| ATLANTA JEWISH FEDERATION | ||||||||
| PO BOX 116046 | ATLANTA | GA | 30368 | NONE | PUBLIC CHARITY | GENERAL | $13,500 | |
| ATLANTA SCHOLARS KOLLEL | ||||||||
| 1959 LA VISTA RD | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $40,000 | |
| CAMERA(COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA) | ||||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | PUBLIC CHARITY | GENERAL | $75,000 | |
| CHABAD OF GEORGIA | ||||||||
| 5065 HIGHPOINT RD | ATLANTA | GA | 30342 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| CHAMBON FOUNDATION | ||||||||
| 8033 SUNSET BOULEVARD | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| ATLANTA BOTANICAL GARDENS | ||||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL | $1,500 | |
| CONGREGATION SHEARITH ISRAEL | ||||||||
| 1180 UNIVERSITY DRIVE NE | ATLANTA | GA | 30306 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| CORNELL LAB OF ORNITHOLOGY | ||||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| EMORY UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 101 WOODRUFF CIRCLE | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | GENERAL | $150,000 | |
| FREEDOM CENTER | ||||||||
| 6928 COMMERCIAL DRIVE | MORROW | GA | 30260 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| FRIENDS OF YEMIN ORDE | ||||||||
| 4501 CONNECTICUT AVENUE SUITE 813 | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| GENESIS SHELTER INC | ||||||||
| 173 BOULEVARD NE | ATLANTA | GA | 30312 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| GEORGIA STATE SCHOOL OF MUSIC | ||||||||
| PO BOX 4097 | ATLANTA | GA | 30302 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| GEORGIA STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 4018 | ATLANTA | GA | 30302 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| HORIZON THEATRE COMPANY | ||||||||
| PO BOX 5376 | ATLANTA | GA | 31107 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| JEWISH FAMILY AND CAREER SERVICES | ||||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| HILLELS OF GEORGIA | ||||||||
| 735 GATEWOOD ROAD NE | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| THE BREMAN JEWISH HERITAGE MUSEUM | ||||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| THE DAVIS ACADEMY | ||||||||
| 8105 ROBERTS DRIVE | ATLANTA | GA | 30350 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| THE FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | ||||||||
| 1726 M STREET NW STE 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $100,000 | |
| THE FRIENDS OF THE IDF | ||||||||
| 350 5TH AVENUE SUITE 2011 | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| THE WEBER SCHOOL | ||||||||
| 6751 ROSWELL ROAD | ATLANTA | GA | 30328 | NONE | PUBLIC CHARITY | GENERAL | $675,539 | |
| WASHINGTON LEGAL FOUNDATION | ||||||||
| 2009 MASSACHUSSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| WILLIAM BREMAN JEWISH HOME | ||||||||
| 3150 HOWELL MILL ROAD | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | GENERAL | $2,750 | |
| YESHIVA ATLANTA | ||||||||
| 3130 RAYMOND DRIVE | ATLANTA | GA | 30340 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| MIDDLEBURY COLLEGE | ||||||||
| 496 COLLEGE STREET | MIDDLEBURY | VT | 05753 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| UBUNTU EDUCATION FUND | ||||||||
| 32 BROADWAY SUITE 414 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 2250 NORTH DRUID HILLS ROAD SUITE | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | 250 |
| MAIMONIDES ACADEMY | ||||||||
| 310 N HUNTLEY DRIVE | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1267789 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,658 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $132,546 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $257,399 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $391,604 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 391604 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,525 | Amount |
| Net Investment Income | 4973 | NetInvestmentIncome |
| Disbursements Charitable Prps | 552 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FIRST MANHATTAN CO. | NameOfStock |
| EOY Book Value | 3027146 | EOYBookValue |
| EOYFMV | 3027146 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ISRAEL BONDS | AT COST | 100000 | 100000 |
| V3 REALTY PARTNERS OFFSHORE FUND | AT COST | 3834924 | 3834924 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID FEDERAL TAX | Description |
| BOY Book Value | 200 | BOYBookValue |
| EOY Book Value | 2880 | EOYBookValue |
| EOYFMV | 2880 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED INVESTMENT LOSSES | Description |
| Amount | $439,756 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK SERVICE CHARGES | 15 | 15 | 0 |
| INVESTMENT MANAGEMENT FEES | 47170 | 47170 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME - HIGH RISE INSTITUTIONAL PARTNERS LP K-1 | Description |
| Revenue And Expenses Per Books | 1 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1 | NetInvestmentIncome |
| Adjusted Net Income | 1 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX PAID | $1,064 | 1064 | 0 |
| FEDERAL EXCISE/OTHER TAXES | $424 | 424 | 0 |