THE ENGEL FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE ENGEL FOUNDATION INC (EIN 20-0892371)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349101627
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:23:08-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200892371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENGEL FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CROWNE PARTNERS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGE | BusinessNameControlTxt |
| Phone | 2053283120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 NORTH 20TH STREET 1150 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ILENE ENGEL PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2053283120 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ILENE | PersonFirstNm |
| Person Last | ENGEL PRESIDENT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY WATTS | PreparerPersonNm |
| PTIN | P01464575 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $629,650 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,518 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,734 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $375 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,600 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,200 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $400 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,004 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,003 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,002 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,177 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,674 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,674 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $254,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,206 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,559 | CashBOYAmt |
| Cash EOY | $21,443 | CashEOYAmt |
| Cash EOYFMV | $21,443 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $100,398 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,950 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,950 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $208,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $152,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $251,534 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $388,380 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $316,080 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $292,723 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $756,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $553,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $629,650 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $659 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,966 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $659 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,966 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $755,877 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $547,640 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $755,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $547,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $756,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $553,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $755,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,086 | OtherIncreasesAmt |
| Subtotal | $547,640 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $547,640 | 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 |
|---|---|---|---|---|---|
| BLUESTEIN ACCT# HS8751 STCG | P | $114,864 | $131,748 | -$16,884 | -$16,884 |
| BLUESTEIN ACCT# HS8751 LTCG | P | $146,654 | $100,643 | $46,011 | $46,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,127 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $540 | TaxDueAmt |
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 | MARK PFLAUM | IndividualWithBooksNm |
| Phone | 2053283120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 20TH STREET NORTH STE 1150 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ILENE L ENGEL | ||||||||
| 1057 ARBOR TRACE | ATLANTA | GA | 30319 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LISA ENGEL | ||||||||
| 3547 KINGSHILL ROAD | BIRMINGHAM | AL | 35223 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ILANA J ENGEL | ||||||||
| 3838 RAINBOW BOULEVARD APT 311 | KANSAS CITY | KS | 66103 | VICE PRESIDENT AND TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $664,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $740,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $740,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $729,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $517 | TotalTaxAmt |
| Distributable Before Adj | $35,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,958 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,851 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $246,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $117,155 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $183,478 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $162,859 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $223,532 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $197,922 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $884,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $246,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $210,893 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,095,839 | 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 | $117,155 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $978,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $183,478 | ExcessFromYear4Amt |
| Excess From Year3 | $162,859 | ExcessFromYear3Amt |
| Excess From Year2 | $223,532 | ExcessFromYear2Amt |
| Excess From Year1 | $197,922 | ExcessFromYear1Amt |
| Excess From Current Year | $210,893 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHIMSA HOUSE | |||||||
| 135 MAPLE ST | DECATUR | GA | 30030 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $48 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $69,006 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 711 3RD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,373 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| ANGELS AMONG US PET RESCUE | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $155 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 3490 PIEDMONT RD NE STE 610 | ATLANTA | GA | 30305 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $2,500 |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| ATLANTA HUMANE SOCIETY | |||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $186 |
| ATLANTA JEWISH FILM FESTIVAL | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $2,200 |
| ATLANTA LEADERSHIP DEVELOPMENT FOUNDATION | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $300 |
| ATLANTA SCHOLARS KOLLEL | |||||||
| 1959 LAVISTA RD NE | ATLANTA | GA | 30329 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| ATLANTA WOMENS FOUNDATION | |||||||
| 3715 NORTHSIDE PARKWAY STE 725 | ATLANTA | GA | 30327 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $10,000 |
| BACKPACK BUDDIES OF METRO ATLANTA | |||||||
| 2458 JETT FERRY ROAD SUITE 350 | DUNWOODY | GA | 30338 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $185 |
| BEST FRIENDS ANIMAL CARE | |||||||
| 3390 N BERKELEY LAKE ROAD | DULUTH | GA | 30096 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| BIRDIELIGHT | |||||||
| 190 S DREXEL AVE | COLUMBUS | OH | 43209 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $52 |
| BIRMINGHAM JEWISH FEDERATION | |||||||
| 3966 MONTCLAIR RD | MOUNTAIN BROOK | AL | 35213 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $4,400 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,538 |
| BRADY CAMPAIGN TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON DC | DC | 20002 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| CENTER FOR THE VISUALLY IMPAIRED | |||||||
| 739 WEST PEACHTREE STREET | ATLANTA | GA | 30308 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 502 GOVERNORS DRIVE SW | HUNTSVILLE | AL | 35801 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $107 |
| COMMUNITY FOUNDATION OF WESTERN NC | |||||||
| 4 VANDERBILT PARK DR STE 300 | ASHEVILLE | NC | 28803 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $37 |
| CURE THE KIDS | |||||||
| 302 RIDGEFIELD COURT | ASHEVILLE | NC | 28806 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| DONORSCHOOSEORG | |||||||
| 134 W 37TH STREET FL 11 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| FAMILIES FIRST | |||||||
| 9 GALEN STREET SUITE 400 | WATERTOWN | MA | 02472 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $256 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| 2040 NE 163RD ST STE 207 | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,000 |
| GEORGIA BUDGET & POLICY INSTITUTE | |||||||
| 50 HURT PLAZA SE STE 70 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| GEORGIA PUBLIC BROADCASTING | |||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| GEORGIANS FOR A HEALTHY FUTURE | |||||||
| 100 EDGEWOOD AVE NE STE 1015 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| GROUNDTRUTH | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $123 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $40 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| HEAT | |||||||
| 2407 S CONGRESS AVE STE E 456 | AUSTIN | TX | 78704 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $105 |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $155 |
| INSTITUTE OF SOUTHERN JEWISH LIFE | |||||||
| 4915 I55 N 100A | JACKSON | MS | 39206 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,800 |
| INTERFAITH COMMUNITY INITIATIVES | |||||||
| PO BOX 7043 | ATLANTA | GA | 30357 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $129 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 2305 PARKLAKE DR NE | ATLANTA | GA | 30345 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $37 |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| JEWISH COUNCIL FOR YOUTH SERVICES | |||||||
| 150 N MICHIGAN AVE SUITE 640 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| JEWISH EDUCATION LOAN FUND | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| JEWISH FAMILY AND CAREER SERVICES | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,536 |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $43,967 |
| JEWISH HOMELIFE | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $360 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| JEWISH WOMEN'S FUND OF ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $53,050 |
| JOHN'S HOPKINS | |||||||
| 750 EAST PRATT STREET 17TH FLOOR | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 2112 11TH AVE S STE 520 | BIRMINGHAM | AL | 35205 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $210 |
| KY-DONATE | |||||||
| 10301 LINN STATION ROAD | LOUISVILLE | KY | 40223 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $200 |
| LAWFARE INSTITUTE | |||||||
| 4401 BRANDYWINE ST NW | WASHINGTON | DC | 20016 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| LIFELINE ANIMAL PROJECT | |||||||
| 129 LAKE STREET | AVONDALE ESTATE | GA | 30002 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| LIVING ON PURPOSE ATLANTA | |||||||
| 965 MAIN ST B | STONE MOUNTAIN | GA | 30083 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $260 |
| MASBIA RELIEF | |||||||
| PO BOX 191181 | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $72 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $55 |
| MIDTOWN ASSISTANCE CENTER | |||||||
| 30 PORTER PL NE | ATLANTA | GA | 30308 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| MONTERAY COUNTY GIVES | |||||||
| 2354 GARDEN ROAD | MONTEREY | CA | 93940 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| MUSCOLIPIDOSIS IV FOUNDATION | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $103 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 700 CENTURY PARK S 225 | BIRMINGHAM | AL | 35226 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| MUSEUM OF SOUTHERN JEWISH EXPERIENCE | |||||||
| 818 HOWARD AVE | NEW ORLEANS | LA | 70113 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $9,000 |
| MUTTS WITH A MISSION | |||||||
| PO BOX 4147 | SUFFOLK | VA | 23439 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $35 |
| NE MILES JEWISH DAY SCHOOL | |||||||
| 4000 MONTCLAIR ROAD | BIRMINGHAM | AL | 35226 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| NAACP LDF | |||||||
| 1520 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| NATIONAL COMPASSION FUND (BUFFALO 5-14) | |||||||
| 1450 DUKE ST | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $165 |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY | |||||||
| 1400 CONSTITUTION AVENUE NORTHWEST | WASHINGTON DC | DC | 20560 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| NCJW ATLANTA | |||||||
| 6303 ROSWELL RD | ATLANTA | GA | 30328 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $700 |
| NE HUMANE SOCIETY | |||||||
| 8929 FORT ST | OMAHA | NE | 68134 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $31 |
| NEW AMERICAN PATHWAYS | |||||||
| 2300 HENDERSON MILL ROAD | ATLANTA | GA | 30345 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| NOVA UKRAINE | |||||||
| 963 MEARS COURT | STANFORD | CA | 94305 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $104 |
| PAINT LOVE | |||||||
| 500 SOUTH COLUMBIA DRIVE | DECATUR | GA | 30030 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $156 |
| PAWS FOR PURPLE HEARTS | |||||||
| 5860 LABATH AVENUE SUITE A | ROHNERT PARK | CA | 94928 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $35 |
| PLANNED PARENTHOOD | |||||||
| 1211 27TH PLACE SOUTH | BIRMINGHAM | AL | 35205 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $2,500 |
| PLANNED PARENTHOOD SOUTHEAST | |||||||
| 220 COBB PKWY | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| PRO PUBLICA | |||||||
| 155 AVE OF THE AMERICAS 13 FL | NEW YORK | NY | 10013 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $279 |
| READING IS FUNDAMENTAL | |||||||
| 1730 RHODE ISLAND AVE NW STE 1100 | WASHINGTON DC | DC | 20036 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $170 |
| RIP MEDICAL DEBT | |||||||
| 28-07 JACKSON AVE 5TH FLOOR | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $103 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $51 |
| SHELDRICK WILDLIFE TRUST | |||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $60 |
| SHEPHERD CENTER | |||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| SOUL PURPOSE COMMUNITY | |||||||
| 12698 SHIPPS STORE ROAD | BEALETON | VA | 22712 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,030 |
| SOUTHERN JEWISH HISTORICAL SOCIETY | |||||||
| 4915 I-55 100 | JACKSON | MS | 39206 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| SPECIAL OLYMPICS OF GEORGIA | |||||||
| 6046 FINANCIAL DRIVE | NORCROSS | GA | 30071 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $200 |
| STAIR OF BIRMINGHAM | |||||||
| 3703 5TH AVENUE S | BIRMINGHAM | AL | 35222 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $103 |
| STEWPOT CONEM SERVICES | |||||||
| 110 W CAPITOL ST | JACKSON | MS | 39203 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| TEAM RUBICON | |||||||
| 6171 W CENTRUY BLVD SUITE 310 | LOS ANGELES | CA | 90045 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $51 |
| THE ATLANTA WOMEN'S FOUNDATION | |||||||
| 50 HURT PLZ SE STE 401 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $103 |
| THE BARR FUND (SAMUEL S BAR) | |||||||
| 233 S WACKER DRIVE NO 5900 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $165 |
| THE BREMAN MUSEUM | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $360 |
| THE HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $185 |
| THE JEWISH FEDERATION | |||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,545 |
| THE TEMPLE | |||||||
| 1927 MT OLIVE BLVD | GARDENDALE | AL | 35071 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $2,945 |
| THE TEXAS TRIBUNE | |||||||
| 919 CONGRESS AVE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $145 |
| THE WILLIAM BREMAN JEWISH HOME | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $90 |
| THREE SQUARE | |||||||
| 4190 N PECOS RD | LAS VEGAS | NV | 89115 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $26 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 601 19TH ST N 2ND FL | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $35 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON DC | DC | 20024 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $370 |
| WABE | |||||||
| 740 BISMARK ROAD NE | ATLANTA | GA | 30324 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| WALKER AREA COMMUNITY FOUNDATION | |||||||
| 611 8TH AVENUE | JASPER | AL | 35501 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $260 |
| WOMEN'S ENTREPRENURIAL PROJECT | |||||||
| 250 GEORGIA AVE SE 213 | ATLANTA | GA | 30312 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $154 |
| WOMEN'S RESOURCE CENTER | |||||||
| 340 S TUTTLE AVE | SARASOTA | FL | 34237 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON DC | DC | 20009 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $525 |
| WORLD JEWISH CONGRESS FOUNDATION | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $75 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $63 |
| ZABAN PARADIES CENTER | |||||||
| 1605 PEACHTREE ST NE FL 2 | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,674 | 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 | $14,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,734 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,734 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BLUESTEIN ACCT# HS8751 BONDS | BondNm |
| EOY Book Value | $316,080 | EOYBookValueAmt |
| EOYFMV | $292,723 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BLUESTEIN ACCT# HS8751 STOCKS | StockNm |
| EOY Book Value | $152,133 | EOYBookValueAmt |
| EOYFMV | $251,534 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,000 | BookValueAmt |
| EOYFMV | $50,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $47 | $35 | $12 |
| MANAGEMENT AND CUSTODY FEES | $3,770 | $2,828 | $943 |
| DUES AND SUBSCRIPTIONS | $103 | $77 | $26 |
| OFFICE EXPENSE | $84 | $63 | $21 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCLEARED CHECKS FROM PRIOR PERIODS VOIDED DURING CURRENT YEAR | Desc |
| Amt | $2,086 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $679 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments