RON & LISA BRILL CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RON & LISA BRILL CHARITABLE TR (EIN 58-6275452)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-26
- IRS object ID
- 202200269349100755
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-26T13:38:11-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586275452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ron and Lisa Brill Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON BRILL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RON | PersonFirstNm |
| Person Last | BRILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,043,828 | 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 | $435,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $473 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $473 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $815,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,603,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $815,341 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $951 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $951 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,389,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $954,001 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $25,104 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,104 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $654 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,774 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $399 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,375 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $579,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $579,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $630,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $592,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $758,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $927,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $462,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $367,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $367,973 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $505,290 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $407,572 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $430,459 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,060,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,518,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,324,724 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $403,985 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $401,939 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $409,153 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $511,519 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,432,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,196,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,043,828 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,432,127 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,196,230 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,432,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,196,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,432,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,196,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,432,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $758,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,550 | OtherIncreasesAmt |
| Subtotal | $7,196,230 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,196,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $3,603,202 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,787,861 | CostOrOtherBasisAmt |
| Gain Or Loss | $815,341 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $815,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,897 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,897 | SubtotalAmt |
| Tax Based On Investment Income | $12,897 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $303 | OverpaymentAmt |
| Applied To ES Tax | $303 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Jonathan Brill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Lisa F Brill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Matt Brill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Ronald Brill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,211,899 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $653,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $206,849 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,072,042 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,072,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,935,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $446,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $446,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,897 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,897 | TotalTaxAmt |
| Distributable Before Adj | $433,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $439,401 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $439,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $592,291 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $592,291 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $592,291 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $439,401 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $176,918 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $184,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,084 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,659 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $208,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $735,951 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $592,291 | QualifyingDistributionsAmt |
| Applied To Current Year | $439,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,890 | RemainingDistriFromCorpusAmt |
| Total Corpus | $888,841 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $176,918 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $711,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $184,415 | ExcessFromYear4Amt |
| Excess From Year3 | $49,084 | ExcessFromYear3Amt |
| Excess From Year2 | $116,659 | ExcessFromYear2Amt |
| Excess From Year1 | $208,875 | ExcessFromYear1Amt |
| Excess From Current Year | $152,890 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Lisa F Brill | ContributingManagerNm |
| Contributing Manager | Ronald Brill | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 24 7 GATEWAY LLC | |||||||
| 275 PRYOR ST SW | ATLANTA | GA | 30303 | N/A | SO I | General & Unrestricted | $10,000 |
| ACLU FOUNDATION OF GEORGIA INC | |||||||
| 1100 SPRING ST NW STE 640 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN JEWISH COMMITTEE ATLANTA CHAPTER | |||||||
| SIX PIEDMONT CENTER STE 605 | ATLANTA | GA | 30305 | N/A | PC | Annual Campaign | $5,000 |
| ANTI-DEFAMATION LEAGUE - SOUTHEAST (ATLANTA) | |||||||
| ONE SECURITIES CENTRE | ATLANTA | GA | 30305 | N/A | PC | The Fight Against Anti Semitism | $5,000 |
| ART ALLIANCE FOR CONTEMPORARY GLASS | |||||||
| 11700 PRESTON RD STE 660 PMB 327 | DALLAS | TX | 75230 | N/A | PC | 2021 Visionary Membership FUND | $1,200 |
| ART ALLIANCE FOR CONTEMPORARY GLASS | |||||||
| 11700 PRESTON RD STE 660 PMB 327 | DALLAS | TX | 75230 | N/A | PC | General & Unrestricted | $100 |
| ATLANTA BOTANICAL GARDEN INC | |||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | N/A | PC | 2021-2022 Annual campaign | $4,500 |
| ATLANTA CENTER FOR SELF SUFFICIENCY INC | |||||||
| 460 EDGEWOOD AVE NE | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 3400 N DESERT DR | ATLANTA | GA | 30344 | N/A | PC | General & Unrestricted | $11,500 |
| ATLANTA JEWISH FILM SOCIETY INC | |||||||
| PO BOX 746371 | ATLANTA | GA | 30374 | N/A | PC | 2021 annual fund | $5,000 |
| ATLANTA LEADERSHIP DEVELOPMENT FOUNDATION INC | |||||||
| 133 PEACHTREE ST NE SUITE 2850 | ATLANTA | GA | 30303 | N/A | PC | 2020-21 Annual Fund | $250 |
| ATLANTA PARTNERSHIP OF BUSINESS AND EDUCATION INC | |||||||
| 130 TRINITY AVE SW | ATLANTA | GA | 30303 | N/A | PC | Kimberly Elementary School | $1,000 |
| ATLANTA SCHOLARS KOLLEL INC | |||||||
| 1959 LAVISTA RD NE | ATLANTA | GA | 30329 | N/A | PC | Woodward Academy's outreach | $1,500 |
| ATLANTA UNION MISSION CORPORATION HCSR | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $500 |
| ATLANTA WOMEN'S FOUNDATION INC | |||||||
| 3355 LENOX RD | ATLANTA | GA | 30326 | N/A | PC | 2020 Numbers Too Big To Ignore/Women's Pathway to Success | $3,000 |
| BACKLINE CARE INC | |||||||
| 5665 NEW NORTHSIDE DR STE 110 | ATLANTA | GA | 30328 | N/A | PC | General & Unrestricted | $500 |
| BNAI VAIL CONGREGATION INC | |||||||
| 19 VAIL RD | VAIL | CO | 81657 | N/A | PC | annual membership fund | $3,600 |
| CENTER FOR CIVIC INNOVATION INC | |||||||
| 135 AUBURN AVE NE STE 222 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $500 |
| CHILDREN IN CONFLICT INC | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS HEALTHCARE OF ATLANTA INC - CHILDRENS HE | |||||||
| 1575 NORTHEAST EXPY | ATLANTA | GA | 30329 | N/A | PC | Mental Health - SCRUBS 2021 | $5,000 |
| CHILDRENS HEALTHCARE OF ATLANTA INC - CHILDRENS HE | |||||||
| 1575 NORTHEAST EXPY | ATLANTA | GA | 30329 | N/A | PC | Bernie's honor campaign: the Pediatric Otolaryngology (ENT) Family Based Simulation project | $10,000 |
| CHRIS 180 INC | |||||||
| 1030 FAYETTEVILLE RD SE | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $2,500 |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $500 |
| CREATING CONNECTED COMMUNITIES | |||||||
| PO BOX 500247 | ATLANTA | GA | 31150 | N/A | PC | 2020 Sacks Society | $1,000 |
| DECATUR LEGACY PROJECT | |||||||
| 500 S COLUMBIA DR | DECATUR | GA | 30030 | N/A | PC | General & Unrestricted | $500 |
| EAGLE VALLEY MENTAL HEALTH | |||||||
| PO BOX 1529 | VAIL | CO | 81658 | N/A | PC | Olivia's Fund for Behavioral Health | $10,000 |
| EMORY UNIVERSITY | |||||||
| 1440 CLIFTON ROAD NE STE 112 | ATLANTA | GA | 30322 | N/A | PC | Emory University Brain Center | $100 |
| EMORY UNIVERSITY - SCHOOL OF MEDICINE | |||||||
| 1462 CLIFTON RD STE 276 | ATLANTA | GA | 30322 | N/A | PC | Byron Williams MD Fellowship Fund | $33,333 |
| ETGAR | |||||||
| 417 CLAIREMONT AVE UNIT 107 | DECATUR | GA | 30030 | N/A | PC | General & Unrestricted | $1,500 |
| FLORENCE MELTON ADULT MINI-SCHOOL CORPORATION | |||||||
| 310 HAPP RD | NORTHFIELD | IL | 60093 | N/A | PC | Living Wisdom Series | $10,000 |
| FREE FABRIK | |||||||
| 433 BISHOP ST NW STE A | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $100 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 720556 | ATLANTA | GA | 30358 | N/A | PC | Impact Scholarship Fund | $4,000 |
| FURNITURE BANK OF METRO ATLANTA INC | |||||||
| 908 MURPHY AVE SW | ATLANTA | GA | 30310 | N/A | PC | General & Unrestricted | $500 |
| GATEWAY CENTER INC | |||||||
| PO BOX 4032 | CORDELE | GA | 31010 | N/A | PC | General & Unrestricted | $1,000 |
| GEORGIA AQUARIUM INC | |||||||
| 225 BAKER ST NW | ATLANTA | GA | 30313 | N/A | PC | General & Unrestricted | $5,000 |
| GEORGIA INNOCENCE PROJECT INC | |||||||
| 50 HURT PLZ SE STE 350 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $1,000 |
| GEORGIA MUSEUMS INC | |||||||
| PO BOX 3248 | CARTERSVILLE | GA | 30120 | N/A | PC | Annual Campaign | $2,500 |
| GEORGIA MUSIC FOUNDATION INC | |||||||
| 560 ARLINGTON PL | MACON | GA | 31201 | N/A | PC | General & Unrestricted | $2,000 |
| GIFT OF ADOPTION FUND INC | |||||||
| 2001A WAUKEGAN RD | TECHNY | IL | 60082 | N/A | PC | General & Unrestricted | $2,000 |
| GLOBAL GROWERS NETWORK INC | |||||||
| 500 S COLUMBIA DR | DECATUR | GA | 30030 | N/A | PC | General & Unrestricted | $500 |
| GREENLIGHT FUND INC | |||||||
| 16TH FL | BOSTON | MA | 02109 | N/A | PC | GreenLight Atlanta Fund | $10,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 285 PEACHTREE CTR AVE NE STE 2700 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $1,500 |
| HEBREW BENEVOLENT CONGREGATION THE TEMPLE | |||||||
| 1589 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $36 |
| HILLELS OF GEORGIA INC | |||||||
| 735 GATEWOOD RD NE | ATLANTA | GA | 30322 | N/A | PC | Charitable Event | $1,800 |
| INSPIREDU INC | |||||||
| 1550 SOUTHLAND CIR NW STE 200 | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $1,500 |
| JEANNETTE RANKIN FOUNDATION INC | |||||||
| 1 HUNTINGTON RD STE 701 | ATHENS | GA | 30606 | N/A | PC | JRF Scholars - Emergency Fund | $1,500 |
| JEWISH COMMUNITY CENTER OF METRO WEST INC | |||||||
| 760 NORTHFIELD AVE | WEST ORANGE | NJ | 07052 | N/A | PC | Woman of Valor | $180 |
| JEWISH COMMUNITY CENTERS ASSOC OF NORTH AMERICA | |||||||
| 520 8TH AVE FL 4 | NEW YORK | NY | 10018 | N/A | PC | Annual fund | $10,000 |
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $100 |
| JEWISH FEDERATION OF GREATER ATLANTA INC | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | Jewish Innovation Fund | $17,000 |
| JEWISH FEDERATION OF GREATER ATLANTA INC | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | Adam Scott Cadranel Fund for Social, Racial and Gender Equality | $100 |
| JEWISH FEDERATION OF GREATER ATLANTA INC | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | Camping initiative 2020 | $5,000 |
| JEWISH FEDERATION OF GREATER ATLANTA INC | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $5,500 |
| JEWISH FEDERATION OF GREATER ATLANTA INC | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | Annual campaign | $100,000 |
| JEWISH GRANDPARENTS NETWORK INC | |||||||
| 10717 STEVENSON RD | STEVENSON | MD | 21153 | N/A | PC | 2020-2021 Board Dues | $7,500 |
| JEWISH INTEREST FREE LOAN OF ATLANTA INC | |||||||
| 5115 NEW PEACHTREE RD STE 200A | CHAMBLEE | GA | 30341 | N/A | PC | Administrative costs | $7,500 |
| JEWISH NATIONAL FUND -KEREN KAYEMETH LEISRAEL- INC | |||||||
| 78 RANDALL AVE | ROCKVILLE CTR | NY | 11570 | N/A | PC | Charitable Event | $10,000 |
| KIND INC | |||||||
| 1201 L ST NW FL 2 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| LIVE WELL WATER INC | |||||||
| 131 EUFAULA ST | GULF BREEZE | FL | 32561 | N/A | PC | General & Unrestricted | $500 |
| MARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC | |||||||
| 5342 TILLY MILL RD | DUNWOODY | GA | 30338 | N/A | PC | Golf Tournament, Book Festival, Annual Fund, Lisa F. Brill Institute for Jewish Learning, Habima Theater, Camp Scholarships (Angels) fund | $36,000 |
| MARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC | |||||||
| 5342 TILLY MILL RD | DUNWOODY | GA | 30338 | N/A | PC | Camp Barney Medintz | $218 |
| MARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC | |||||||
| 5342 TILLY MILL RD | DUNWOODY | GA | 30338 | N/A | PC | Lisa f. Brill Institute Melton teachers | $800 |
| MARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC | |||||||
| 5342 TILLY MILL RD | DUNWOODY | GA | 30338 | N/A | PC | General & Unrestricted | $5,025 |
| MARY BIRD PERKINS CANCER CENTER | |||||||
| 4950 ESSEN LN | BATON ROUGE | LA | 70809 | N/A | PC | Mackey's Miles for Mary Bird Perkins Cancer Center | $500 |
| MCKEESPORT REGIONAL HISTORY AND HERITAGE CENTER | |||||||
| 1832 ARBORETUM DR | MCKEESPORT | PA | 15132 | N/A | PC | General & Unrestricted | $500 |
| METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWI | |||||||
| 77 WATER ST | NEW YORK | NY | 10005 | N/A | PC | Homebound Holocaust survivors' project | $440 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,000 |
| MIDTOWN ASSISTANCE CENTER INC | |||||||
| 30 PORTER PL NE | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $500 |
| NANA GRANTS INC | |||||||
| 4994 LOWER ROSWELL RD STE 1 | MARIETTA | GA | 30068 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL ASSOC FOR THE EDUCATION OF HOMELESS CHILD | |||||||
| 4325 1ST AVE | TUCKER | GA | 30085 | N/A | PC | General & Unrestricted | $750 |
| NEW AMERICAN PATHWAYS INC | |||||||
| 2300 HENDERSON MILL RD NE STE 100 | ATLANTA | GA | 30345 | N/A | PC | General & Unrestricted | $1,500 |
| NF2 BIOSOLUTIONS | |||||||
| 9 LIAN DR | WEST CHESTER | PA | 19382 | N/A | PC | General & Unrestricted | $2,500 |
| NUCI PHILLIPS MEMORIAL FOUNDATION INC | |||||||
| 396 OCONEE ST | ATHENS | GA | 30601 | N/A | PC | General & Unrestricted | $1,000 |
| PAD PROJECT | |||||||
| 10322 TENNESSEE AVE | LOS ANGELES | CA | 90064 | N/A | PC | General & Unrestricted | $100 |
| PAWS ATLANTA INCORPORATED | |||||||
| 5287 COVINGTON HWY | DECATUR | GA | 30035 | N/A | PC | General & Unrestricted | $250 |
| PIEDMONT HEALTHCARE FOUNDATION INC | |||||||
| 2001 PEACHTREE RD NE STE 400 | ATLANTA | GA | 30309 | N/A | SO II | Building Campaign | $2,500 |
| QUALITY GROWTH INSTITUTE INC | |||||||
| 5901-C PEACHTREE DUNWOODY RD STE 50 | ATLANTA | GA | 30328 | N/A | PC | Building Campaign | $2,500 |
| R Klein | |||||||
| 5021 Fairmont Rd SE | Smyrna | GA | 30082 | N/A | I | Hardship Assistance Grant | $5,000 |
| REFUGE COFFEE INC | |||||||
| 3803 MARKET ST | CLARKSTON | GA | 30021 | N/A | PC | General & Unrestricted | $500 |
| REMERGE INC | |||||||
| PO BOX 54717 | ATLANTA | GA | 30308 | N/A | PC | Giving Grace | $1,000 |
| ROBERT W WOODRUFF ARTS CENTER - ALLIANCE THEATRE | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | Annual fund | $2,500 |
| ROBERT W WOODRUFF ARTS CENTER INC - HIGH MUSEUM | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | Directors level giving & Photography and Decorative Arts CAMPAIGN | $14,500 |
| ROBERT W WOODRUFF ARTS CENTER INC | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | Annual Campaign | $5,000 |
| SACRED HEART FOUNDATION | |||||||
| PO BOX 45998 | SAINT LOUIS | MO | 63145 | N/A | PC | General & Unrestricted | $500 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 MRC035 | WASHINGTON | DC | 20013 | N/A | PC | James Smithsonian Society Membership 2020-21 Atlanta Region | $2,500 |
| SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AFRIC | |||||||
| PO BOX 96832 | WASHINGTON | DC | 20090 | N/A | PC | SI Emerging Funding Priority Project of the Atlanta Regional Council Covid-19 | $1,000 |
| SOUTHEASTERN BRAIN TUMOR FOUNDATION INC | |||||||
| 5400 GLENRIDGE DR NE 422471 | ATLANTA | GA | 30342 | N/A | PC | General & Unrestricted | $250 |
| SPECIAL OPERATION CARE FUND INC | |||||||
| 4279 ROSWELL RD STE 208 313 | ATLANTA | GA | 30342 | N/A | PC | Brain Treatment Program | $10,500 |
| SWEET RELIEF MUSICIANS FUND | |||||||
| 2601 E CHAPMAN AVE STE 204 | FULLERTON | CA | 92831 | N/A | PC | General & Unrestricted | $2,500 |
| T Murphy | |||||||
| 210 West Market Street | Snow Hill | MD | 21863 | N/A | I | Hardship Assistance Grant | $5,000 |
| TEMPLE B'NAI ISRAEL | |||||||
| 2025 CYPRESS DR | WHITE OAK | PA | 15131 | N/A | PC | General & Unrestricted | $236 |
| TEMPLE B'NAI ISRAEL | |||||||
| 2025 CYPRESS DR | WHITE OAK | PA | 15131 | N/A | PC | Emergency Roof repair fund | $3,500 |
| TEMPLE B'NAI ISRAEL | |||||||
| 2025 CYPRESS DR | WHITE OAK | PA | 15131 | N/A | PC | The Chai One & Kiddush Fund | $150 |
| TEMPLE EMANUEL OF GREATER ATLANTA INC | |||||||
| 1580 SPALDING DR | ATLANTA | GA | 30350 | N/A | PC | Outdoor Chapel campaign | $50,000 |
| TEMPLE EMANUEL OF GREATER ATLANTA INC | |||||||
| 1580 SPALDING DR | ATLANTA | GA | 30350 | N/A | PC | Stew Aaron Fund | $500 |
| TEMPLE EMANUEL OF GREATER ATLANTA INC | |||||||
| 1580 SPALDING DR | ATLANTA | GA | 30350 | N/A | PC | Annual membership, Security assessment, and Maintenance and repair assessment fund | $3,100 |
| TEMPLE EMANUEL OF GREATER ATLANTA INC | |||||||
| 1580 SPALDING DR | ATLANTA | GA | 30350 | N/A | PC | Enhanced dues | $5,000 |
| TEMPLE EMANUEL OF GREATER ATLANTA INC | |||||||
| 1580 SPALDING DR | ATLANTA | GA | 30350 | N/A | PC | Rabbi Max Miller's Discretionary Fund | $250 |
| TEMPLE EMANUEL OF GREATER ATLANTA INC | |||||||
| 1580 SPALDING DR | ATLANTA | GA | 30350 | N/A | PC | General & Unrestricted | $2,293 |
| TEMPLE EMANUEL OF GREATER ATLANTA INC | |||||||
| 1580 SPALDING DR | ATLANTA | GA | 30350 | N/A | PC | Rabbi Spike's Discretionary Fund | $500 |
| TEMPLE SINAI INC | |||||||
| 5645 DUPREE DR NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $3,603 |
| TEMPLE SINAI INC | |||||||
| 5645 DUPREE DR NW | ATLANTA | GA | 30327 | N/A | PC | Capital Campaign | $3,000 |
| TEMPLE SINAI INC | |||||||
| 5645 DUPREE DR NW | ATLANTA | GA | 30327 | N/A | PC | 2021-22 Membership and security FUND | $2,897 |
| TEMPLE SINAI INC | |||||||
| 5645 DUPREE DR NW | ATLANTA | GA | 30327 | N/A | PC | Kesher Fund | $25 |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | |||||||
| 191 PEACHTREE ST NE STE 1000 | ATLANTA | GA | 30303 | N/A | PC | Welcoming Atlanta | $5,000 |
| THE CORNING MUSEUM OF GLASS | |||||||
| 1 MUSEUM WAY | CORNING | NY | 14830 | N/A | PC | Ennion Society | $2,500 |
| THE GIVING KITCHEN INITIATIVE INC | |||||||
| 513 EDGEWOOD AVE SE STE 100 | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $15,000 |
| THE WILLIAM BREMAN JEWISH HOME INC | |||||||
| 3150 HOWELL MILL RD NW | ATLANTA | GA | 30327 | N/A | PC | Auxiliary of the William Bremen Jewish Home | $180 |
| TRUANCY INTERVENTION PROJECT GEORGIA INC | |||||||
| 395 PRYOR ST SW SUITE 4122 | ATLANTA | GA | 30312 | N/A | PC | Charitable Event | $1,500 |
| UNITED MSD FOUNDATION | |||||||
| 7600 LAKERIDGE DR | OCEAN SPRINGS | MS | 39564 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLE | |||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | N/A | GOV | Tuna Snider endowment for UVM's Lawrence Debate Union | $4,000 |
| VAIL HEALTH SERVICES FOUNDATION | |||||||
| PO BOX 40000 | VAIL | CO | 81658 | N/A | PC | Bright Future's BrightHouse | $10,000 |
| VAIL VETERANS FOUNDATION INC | |||||||
| PO BOX 6473 | VAIL | CO | 81658 | N/A | PC | General & Unrestricted | $1,000 |
| WILLIAM BREMEN JEWISH HERITAGE MUSEUM | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | 2021 Annual MEMBERSHIP FUND | $1,000 |
| WILLIAM BREMEN JEWISH HERITAGE MUSEUM | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $100 |
| WILLIAM P BILLY ISBIR FOUNDATION | |||||||
| PO BOX 3102 | MCKEESPORT | PA | 15134 | N/A | PC | General & Unrestricted | $200 |
| WOODWARD ACADEMY INC | |||||||
| 1662 RUGBY AVE | COLLEGE PARK | GA | 30337 | N/A | PC | General & Unrestricted | $1,900 |
| WOODWARD ACADEMY INC | |||||||
| 1662 RUGBY AVE | COLLEGE PARK | GA | 30337 | N/A | PC | Woodward fund | $15,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 655 NEW YORK AVE NW 6TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $579,916 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $473 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $815,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $954,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $954,001 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Ronald M Brill Revocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Chambord Drive NW | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $435,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CINTAS CORP - 3.700% - 04/01/2 | $40,255 | $39,235 |
| INTEL CORP NOTE - 3.300% - 10/ | $36,812 | $35,268 |
| MICROSOFT CORP NOTE - 3.625% - | $37,841 | $37,582 |
| MORGAN STANLEY SR NT-F - 3.750 | $37,311 | $36,880 |
| ORACLE CORP - 2.950% - 05/15/2 | $25,244 | $26,730 |
| PFIZER INC NT - 3.400% - 05/15 | $25,773 | $27,072 |
| PRAXAIR INC NT - 2.200% - 08/1 | $24,238 | $25,414 |
| SCHWAB CHARLES CORP - 3.200% - | $50,535 | $54,583 |
| STATE STR CORP - 3.300% - 12/1 | $50,688 | $54,425 |
| STRYKER CORP - 3.375% - 11/01/ | $38,519 | $38,235 |
| UNITED PARCEL SERVICE - 3.400% | $34,723 | $33,729 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (118 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $46,089 | $60,631 |
| ADOBE SYSTEMS, INC | $22,265 | $84,918 |
| AIA GROUP LTD ADR | $16,484 | $20,290 |
| ALCON INC | $11,055 | $12,858 |
| ALIBABA GROUP HOLDING LTD | $18,040 | $17,916 |
| ALPHABET INC CL A | $64,732 | $136,740 |
| ALPHABET INC CL C | $39,848 | $167,923 |
| ALPS CLEAN ENERGY ETF | $201,215 | $335,958 |
| AMADEUS IT HLDS SA | $17,592 | $19,358 |
| AMAZON COM | $57,961 | $278,653 |
| AMERICAN TOWER REIT INC | $21,700 | $41,872 |
| AMERICAN WATER WORKS COMPANY I | $34,901 | $41,769 |
| ANALOG DEVICES INC | $31,401 | $64,388 |
| APPLE INC | $25,418 | $136,412 |
| ASML HOLDING NV NY REG SHS | $12,583 | $21,416 |
| ASSA ABLOY UNSP/ADR | $12,119 | $15,145 |
| ASTRAZENECA | $81,018 | $90,030 |
| AUTOMATIC DATA PROCESSING INC | $17,837 | $46,080 |
| BAE SYSTEMS PLC | $14,904 | $15,337 |
| BANCO SANTANDER CEN | $19,176 | $20,168 |
| BARCLAYS ETN PLUS SELECT MLP | $335,385 | $277,045 |
| BHP BILLITON LIMITED | $16,827 | $21,558 |
| BLACKROCK INC | $24,608 | $52,498 |
| BOOKING HOLDINGS INC | $58,722 | $54,702 |
| BROOKFIELD ASSET MANAGEMENT CL | $7,575 | $10,196 |
| CANADIAN NATL RAILWAY CO | $9,373 | $10,341 |
| CHAMPLAIN MID CAP FUND-INS | $420,563 | $545,203 |
| CHARLES SCHWAB CORP | $54,010 | $91,959 |
| CHEVRON CORP | $38,600 | $33,517 |
| CHUBB LIMITED | $12,117 | $13,351 |
| CIGNA CORPORATION | $29,371 | $47,651 |
| CISCO SYSTEMS INC | $49,018 | $89,040 |
| CME GROUP, INC | $31,174 | $33,603 |
| COMCAST CORP | $14,158 | $29,764 |
| COMPASS GROUP PLC ADR | $13,847 | $14,551 |
| CONESTOGA SMALL CAP INST | $75,000 | $124,569 |
| CONTL AG SPONS ADR | $17,512 | $21,003 |
| COSTCO WHOLESALE CORPORATION | $45,799 | $55,394 |
| COUPANG ORD SHS CL A | $10,730 | $10,999 |
| D R HORTON | $21,775 | $20,695 |
| DAIKIN INDS LTD ADR | $15,604 | $17,615 |
| DANAHER CORP | $21,295 | $80,240 |
| DBS GROUP HLDGS SPON ADR | $10,175 | $13,014 |
| DIAGEO PLC ADS | $13,997 | $16,485 |
| DOLLAR GENERAL CORP | $18,262 | $37,435 |
| ECOLAB INC | $35,396 | $42,430 |
| EQUINOR ASA | $9,948 | $10,685 |
| EURONET WORLDWIDE INC | $12,908 | $14,076 |
| FANUC LIMITED UNSPONSORED | $10,159 | $12,704 |
| FIDELITY NATIONAL INFORMATION | $45,075 | $75,793 |
| FISERV INC | $35,226 | $53,659 |
| FOMENTO ECONOMICO MEXICANO | $8,098 | $8,705 |
| HDFC BANK LTD ADR | $18,305 | $22,594 |
| HEXAGON | $7,066 | $10,745 |
| HOME DEPOT INC | $48,876 | $109,060 |
| HONEYWELL INTL | $57,630 | $95,856 |
| ICON PLC - AMERICAN DEPOSITARY | $16,494 | $18,811 |
| INTERCONTINENTAL EXCHANGE, INC | $29,224 | $47,005 |
| INTERCONTINENTAL HOTELS GROUP | $9,416 | $10,737 |
| ISHARES TRUST- ISHARES MSCI AL | $303,314 | $385,655 |
| JP MORGAN CHASE | $25,246 | $98,146 |
| JULIUS BAER GROUP LTD | $11,906 | $15,378 |
| L'AIR LIQUIDE ADR OTC | $14,457 | $16,305 |
| LAS VEGAS SANDS CORP | $10,169 | $9,906 |
| LINDE PLC COM | $20,192 | $57,531 |
| LLOYDS BANKING GROUP PLC | $16,343 | $20,459 |
| LONDON STK EXCHANGE GROUP | $14,906 | $15,764 |
| LVMH MOET HENN UNSP | $15,619 | $24,932 |
| MARTIN MARIETTA MATLS INC | $48,330 | $46,439 |
| MEDTRONIC PLC | $38,508 | $60,948 |
| MERCADOLIBRE, INC | $5,900 | $7,789 |
| MICROSOFT CORP | $50,633 | $302,595 |
| MONDELEZ INTERNATIONAL INC | $37,878 | $44,894 |
| NEXTERA ENERGY, INC | $53,057 | $77,530 |
| NIDEC CORPORATION ADR | $13,219 | $18,554 |
| NOVARTIS AG ADR | $14,132 | $14,507 |
| OTIS WORLDWIDE CORP | $41,736 | $61,409 |
| PEPSICO INC | $30,551 | $46,822 |
| PIONEER NAT RES CO | $60,715 | $62,895 |
| PNC FINANCIAL GROUP INC | $38,871 | $58,945 |
| QUALCOMM INC | $24,859 | $60,174 |
| RAYTHEON TECHNOLOGIES CORP | $67,892 | $86,504 |
| RITCHIE BROS AUCTIONEERS | $9,814 | $12,034 |
| ROPER INDUSTRIES | $37,694 | $55,954 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $11,086 | $11,144 |
| S&P GLOBAL INC COM | $61,568 | $76,344 |
| SALESFORCE.COM | $55,040 | $80,609 |
| SEVEN & I HOLDINGS C | $8,360 | $11,195 |
| SIEMENS AG | $12,835 | $15,211 |
| SONY GROUP CORP | $11,007 | $14,194 |
| STANLEY BLACK & DECKER INC | $51,773 | $56,987 |
| STRYKER CORPORATION | $17,630 | $44,414 |
| SYMRISE AG UNSPONSORED | $13,728 | $16,319 |
| SYSMEX CORP UNSP ASDR | $11,799 | $17,811 |
| T-MOBILE US INC | $43,982 | $92,546 |
| T. ROWE PRICE INSTL FLOATING R | $300,000 | $300,000 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $10,490 | $15,020 |
| TE CONNECTIVITY LTD | $46,828 | $48,811 |
| TEMENOS GROUP AG | $9,432 | $9,973 |
| TENCENT HOLDINGS LIMITED | $19,779 | $24,171 |
| TEXAS INSTRUMENTS INC | $33,353 | $50,767 |
| THE BLACKSTONE GROUP INC CL A | $50,745 | $102,094 |
| THERMO FISHER SCIENTIFIC INC | $17,021 | $66,590 |
| TJX COMPANIES INC | $24,063 | $34,452 |
| TOKIO MARINE HOLDINGS INC | $7,615 | $7,190 |
| UBISOFT ENTERTAIN UNSP ADR EAC | $10,267 | $9,577 |
| UNION PACIFIC | $30,993 | $65,099 |
| UNITEDHEALTH GROUP INC | $32,713 | $115,327 |
| US BANCORP | $56,965 | $70,814 |
| VANGUARD EMERGING MARKETS STOC | $250,000 | $309,668 |
| VANGUARD MID-CAP ETF | $271,609 | $373,826 |
| VANGUARD SM-CAP ETF | $99,499 | $138,097 |
| VERSUS CAPITAL REAL ASSETS FUN | $300,000 | $301,922 |
| VESTAS WIND SYS UNSP/ADR | $8,001 | $13,262 |
| VISA INC | $77,695 | $165,778 |
| WALT DISNEY HOLDINGS CO | $26,918 | $32,342 |
| YUM CHINA HOLDINGS INC | $15,647 | $19,743 |
| ZOETIS INC | $38,708 | $68,208 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $407,572 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $430,459 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ATLAS POINT GLOBAL MULTI-STRAT | CategoryOrItemTxt |
| Book Value | $500,000 | BookValueAmt |
| EOYFMV | $511,519 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,375 | $12,375 | |
| Bank Charges | $399 | $399 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $951 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $951 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $5,550 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $25,104 | Amt |
| Net Investment Income | $25,104 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $1,400 | |
| 990-PF Estimated Tax for 2021 | $9,500 | |
| 990-PF Extension for 2020 | $1,100 | |
| Foreign Tax Paid | $654 | $654 |
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