THE ENGEL FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE ENGEL FOUNDATION INC (EIN 20-0892371)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202241339349100724
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-13T09:34:27-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454084437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200892371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ENGEL FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O CROWNE PARTNERS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlENGEBusinessNameControlTxt
Phone2053283120PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 NORTH 20TH STREET 1150AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonILENE ENGEL PRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2053283120PhoneNum
Signature2022-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstILENEPersonFirstNm
Person LastENGEL PRESIDENTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEGAN RANDOLPHPreparerPersonNm
PTINP00989558PTIN
Phone2059794100PhoneNum
Preparation2022-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$970,115FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,150DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,150DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,462NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$380,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,462CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$53,612TotalRevAndExpnssAmt
Total Net Invst Incm$53,612TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,875OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$625OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,863OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,897OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$966OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,863TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,897TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,966TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$249,152ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$249,152ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$257,015TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,897TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$251,118TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$203,403ExcessRevenueOverExpensesAmt
Net Investment Income$47,715NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,942CashBOYAmt
Cash EOY$9,559CashEOYAmt
Cash EOYFMV$9,559CashEOYFMVAmt
Sav And Temp Cash Invst BOY$226,331SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$100,398SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$100,398SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$263,075CorporateStockBOYAmt
Corporate Stock EOY$208,199CorporateStockEOYAmt
Corporate Stock EOYFMV$424,587CorporateStockEOYFMVAmt
Corporate Bonds BOY$408,467CorporateBondsBOYAmt
Corporate Bonds EOY$388,380CorporateBondsEOYAmt
Corporate Bonds EOYFMV$385,571CorporateBondsEOYFMVAmt
Other Investments BOY$50,000OtherInvestmentsBOYAmt
Other Investments EOY$50,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$50,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$962,815TotalAssetsBOYAmt
Total Assets EOY$756,536TotalAssetsEOYAmt
Total Assets EOYFMV$970,115TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,535AccountsPayableBOYAmt
Accounts Payable EOY$659AccountsPayableEOYAmt
Total Liabilities BOY$3,535TotalLiabilitiesBOYAmt
Total Liabilities EOY$659TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$959,280NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$755,877NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$959,280TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$755,877TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$962,815TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$756,536TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$959,280TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$203,403ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$755,877SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$755,877TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BLUESTEIN ACCT# HS8751 STCGP$128,304$124,188$4,116$4,116
BLUESTEIN ACCT# HS8751 LTCGP$252,440$221,094$31,346$31,346
FieldValueIRS element (for citing)
Capital Gain Net Income$35,462CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$663InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$663SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$663TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Tax Due$679TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARK PFLAUMIndividualWithBooksNm
Phone2053283120PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1505 20TH STREET NORTH STE 1150AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ILENE L ENGEL
1057 ARBOR TRACEATLANTAGA30319PRESIDENT0.00$0$0$0
LISA ENGEL
3547 KINGSHILL ROADBIRMINGHAMAL35223SECRETARY0.00$0$0$0
ILANA J ENGEL
3838 RAINBOW BOULEVARD APT 311KANSAS CITYKS66103VICE PRESIDENT AND TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$923,384AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$170,205AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,093,589TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,093,589AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,404CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,077,185NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,859MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,859MinimumInvestmentReturnAmt
Tax Based On Investment Income$663TaxBasedOnInvestmentIncomeAmt
Total Tax$663TotalTaxAmt
Distributable Before Adj$53,196DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,196DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,196DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$251,118ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$251,118QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,196DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$188,012ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$117,155ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$183,478ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$162,859ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$223,532ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$875,036TotalExcessDistributionCyovAmt
Qualifying Distributions$251,118QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,196AppliedToCurrentYearAmt
Remaining Distri From Corpus$197,922RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,072,958TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$188,012ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$884,946ExcessDistriCyovToNextYrAmt
Excess From Year4$117,155ExcessFromYear4Amt
Excess From Year3$183,478ExcessFromYear3Amt
Excess From Year2$162,859ExcessFromYear2Amt
Excess From Year1$223,532ExcessFromYear1Amt
Excess From Current Year$197,922ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (124 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
19TH NEWS
3267 BEE CAVES ROAD SUITE 107-353AUSTINTX78746NONE501(C)(3)SUPPORT OF PROGRAMS$37
ACLU OF GEORGIA
1900 THE EXCHANGE SE STE 425ATLANTAGA30339NONE501(C)(3)SUPPORT OF PROGRAMS$800
AHIMSA HOUSE
135 MAPLE STDECATURGA30030NONE501(C)(3)SUPPORT OF PROGRAMS$311
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONE501(C)(3)SUPPORT OF PROGRAMS$155
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H ST SWWASHINGTON DCDC20001NONE501(C)(3)SUPPORT OF PROGRAMS$10,000
AMERICAN JEWISH COMMITTEE
165 E 56TH STNEW YORKNY10022NONE501(C)(3)SUPPORT OF PROGRAMS$60,680
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017NONE501(C)(3)SUPPORT OF PROGRAMS$5,775
ANGELS AMONG US PET RESCUE
PO BOX 821ALPHARETTAGA30009NONE501(C)(3)SUPPORT OF PROGRAMS$130
ANTI-DEFAMATION LEAGUE
3490 PIEDMONT RD NE STE 610ATLANTAGA30305NONE501(C)(3)SUPPORT OF PROGRAMS$2,500
ASPCA
424 E 92ND STNEW YORKNY10128NONE501(C)(3)SUPPORT OF PROGRAMS$57
ATLANTA COMMUNITY FOOD BANK
732 JOSEPH E LOWERY BLVD NWATLANTAGA30318NONE501(C)(3)SUPPORT OF PROGRAMS$250
ATLANTA HABITAT FOR HUMANITY
271 CHESTER AVE SEATLANTAGA30316NONE501(C)(3)SUPPORT OF PROGRAMS$100
ATLANTA HUMANE SOCIETY
981 HOWELL MILL RD NWATLANTAGA30318NONE501(C)(3)SUPPORT OF PROGRAMS$150
ATLANTA JEWISH FILM FESTIVAL
1440 SPRING STREET NWATLANTAGA30309NONE501(C)(3)SUPPORT OF PROGRAMS$2,250
ATLANTA LEADERSHIP DEVELOPMENT FOUNDATION
1440 SPRING STREET NWATLANTAGA30309NONE501(C)(3)SUPPORT OF PROGRAMS$500
ATLANTA MISSION
2353 BOLTON RD NWATLANTAGA30318NONE501(C)(3)SUPPORT OF PROGRAMS$50
ATLANTA SCHOLARS KOLLEL
1959 LAVISTA RD NEATLANTAGA30329NONE501(C)(3)SUPPORT OF PROGRAMS$5,000
BENJAMIN S BAR
410 GLENN ROADJACKSONNJ08527NONE501(C)(3)SUPPORT OF PROGRAMS$203
BEST FRIENDS ANIMAL CARE
3390 N BERKELEY LAKE ROADDULUTHGA30096NONE501(C)(3)SUPPORT OF PROGRAMS$150
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087NONE501(C)(3)SUPPORT OF PROGRAMS$1,000
BRADY CAMPAIGN TO PREVENT GUN VIOLENCE
840 FIRST STREET NE SUITE 400WASHINGTON DCDC20002NONE501(C)(3)SUPPORT OF PROGRAMS$150
BRENNAN CENTER FOR JUSTICE
120 BROADWAY SUITE 1750NEW YORKNY10271NONE501(C)(3)SUPPORT OF PROGRAMS$200
CANINE CELLMATES
4874 S ATLANTA ROAD SEATLANTAGA30339NONE501(C)(3)SUPPORT OF PROGRAMS$250
CANINE COMPANIONS
2965 DUTTON AVESANTA ROSACA95407NONE501(C)(3)SUPPORT OF PROGRAMS$250
CENTER FOR THE VISUALLY IMPAIRED
739 WEST PEACHTREE STREETATLANTAGA30308NONE501(C)(3)SUPPORT OF PROGRAMS$100
CHELSEA'S CHARITY
PO BOX 8873NEW FAIRFIELDCT06812NONE501(C)(3)SUPPORT OF PROGRAMS$104
COLLAT JFS
3940 MONTCLAIR RD STE 205BIRMINGHAMAL35213NONE501(C)(3)SUPPORT OF PROGRAMS$2,757
COMMUNITY FOUNDATION OF GREATER ATLANTA
191 PEACHTREE ST 1000ATLANTAGA30303NONE501(C)(3)SUPPORT OF PROGRAMS$2,500
COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
2100 FIRST AVE N SUITE 700BIRMINGHAMAL35203NONE501(C)(3)SUPPORT OF PROGRAMS$100
CREATING CONNECTED COMMUNITIES
PO BOX 500247ATLANTAGA31150NONE501(C)(3)SUPPORT OF PROGRAMS$250
DELEWARE HUMANE SOCIETY
701 A STREETWILMINGTONDE19801NONE501(C)(3)SUPPORT OF PROGRAMS$26
DONORSCHOOSEORG
134 W 37TH STREET FL 11NEW YORKNY10018NONE501(C)(3)SUPPORT OF PROGRAMS$50
EMORY HEALTHCARE
1762 CLIFTON ROAD NE SUITE 1400ATLANTAGA303224001NONE501(C)(3)SUPPORT OF PROGRAMS$100
EMORY MOMENTUM
1762 CLIFTON ROAD NE SUITE 1400ATLANTAGA303224001NONE501(C)(3)SUPPORT OF PROGRAMS$100
FORGE OVERWATCH
9480 BYRON AVESURFSIDEFL33154NONE501(C)(3)SUPPORT OF PROGRAMS$158
FRIENDS OF ISRAEL DEFENSE FORCES
2040 NE 163RD ST STE 207NORTH MIAMI BEACHFL33162NONE501(C)(3)SUPPORT OF PROGRAMS$1,000
GEORGIA BUDGET & POLICY INSTITUTE
50 HURT PLAZA SE STE 70ATLANTAGA30303NONE501(C)(3)SUPPORT OF PROGRAMS$500
GEORGIA PUBLIC BROADCASTING
260 14TH ST NWATLANTAGA30318NONE501(C)(3)SUPPORT OF PROGRAMS$150
GEORGIA STATE UNIVERSITY FOUNDATION
533 1 PARK PLACE 533ATLANTAGA30303NONE501(C)(3)SUPPORT OF PROGRAMS$150
GEORGIANS FOR A HEALTHY FUTURE
100 EDGEWOOD AVE NE STE 1015ATLANTAGA30303NONE501(C)(3)SUPPORT OF PROGRAMS$500
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL33137NONE501(C)(3)SUPPORT OF PROGRAMS$360
GROUNDTRUTH
10 GUEST STREETBOSTONMA02135NONE501(C)(3)SUPPORT OF PROGRAMS$374
GUIDE DOGS FOR THE BLIND INC
PO BOX 151200SAN RAFAELCA94915NONE501(C)(3)SUPPORT OF PROGRAMS$40
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS RDYORKTOWN HEIGHTSNY10598NONE501(C)(3)SUPPORT OF PROGRAMS$40
HADASSAH
40 WALL STREETNEW YORKNY10005NONE501(C)(3)SUPPORT OF PROGRAMS$224
HEAT
2407 S CONGRESS AVE STE E 456AUSTINTX78704NONE501(C)(3)SUPPORT OF PROGRAMS$105
HEBREW IMMIGRANT AID SOCIETY
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910NONE501(C)(3)SUPPORT OF PROGRAMS$1,040
HILLELS OF GEORGIA
735 GATEWOOD RD NEATLANTAGA30322NONE501(C)(3)SUPPORT OF PROGRAMS$1,000
HUMANE SOCIETY OF THE US
1255 23RD STREET NW SUITE 450WASHINGTON DCDC20037NONE501(C)(3)SUPPORT OF PROGRAMS$25
INDIAN SPRINGS SCHOOL
190 WOODWARD DRIVEINDIAN SPRINGSAL35124NONE501(C)(3)SUPPORT OF PROGRAMS$5,000
INSTITUTE OF SOUTHERN JEWISH LIFE
4915 I55 N 100AJACKSONMS39206NONE501(C)(3)SUPPORT OF PROGRAMS$1,800
INTEGRITY FIRST FOR AMERICA
PO BOX 1831NEW YORKNY10156NONE501(C)(3)SUPPORT OF PROGRAMS$1,000
INTERFAITH MINISTRIES
4435 GULD BREEZE PARKWAYGULF BREEZEFL32563NONE501(C)(3)SUPPORT OF PROGRAMS$150
ISRAEL RELIGIOUS ACTION CENTER
NONE501(C)(3)SUPPORT OF PROGRAMS$10013 KING DAVID STREET PO BOX 31936JURSALEMIS9131901
JEWISH COMMUNITY RELATIONS COUNCIL
121 STEUART STREET 301SAN FRANCISCOCA94105NONE501(C)(3)SUPPORT OF PROGRAMS$500
JEWISH COUNCIL FOR YOUTH SERVICES
150 N MICHIGAN AVE SUITE 640CHICAGOIL60601NONE501(C)(3)SUPPORT OF PROGRAMS$500
JEWISH EDUCATION LOAN FUND
4549 CHAMBLEE DUNWOODY RDATLANTAGA30338NONE501(C)(3)SUPPORT OF PROGRAMS$6,800
JEWISH FAMILY AND CAREER SERVICES
4549 CHAMBLEE DUNWOODY RDATLANTAGA30338NONE501(C)(3)SUPPORT OF PROGRAMS$1,500
JEWISH FEDERATION OF GREATER ATLANTA
1440 SPRING STREET NWATLANTAGA30309NONE501(C)(3)SUPPORT OF PROGRAMS$37,537
JEWISH FUNDERS NETWORK
150 WEST 30TH STREETNEW YORKNY10001NONE501(C)(3)SUPPORT OF PROGRAMS$875
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021NONE501(C)(3)SUPPORT OF PROGRAMS$1,000
JEWISH WOMEN'S FUND OF ATLANTA
1440 SPRING STREET NWATLANTAGA30309NONE501(C)(3)SUPPORT OF PROGRAMS$4,000
JFUNDERS ORG
150 WEST 30TH STREET SUITE 900NEW YORKNY10001NONE501(C)(3)SUPPORT OF PROGRAMS$360
JOHN'S HOPKINS
750 EAST PRATT STREET 17TH FLOORBALTIMOREMD21218NONE501(C)(3)SUPPORT OF PROGRAMS$2,500
JUST GIVE
10 OLD EASTON TPIKEWESTONCT06883NONE501(C)(3)SUPPORT OF PROGRAMS$360
KIPP METRO ATLANTA
1445 MAYNARD RD NWATLANTAGA30331NONE501(C)(3)SUPPORT OF PROGRAMS$6,000
LIFELINE ANIMAL PROJECT
129 LAKE STREETAVONDALE ESTATEGA30002NONE501(C)(3)SUPPORT OF PROGRAMS$250
MAZON
10850 WILSHIRE BLVD SUITE 400LOS ANGELESCA90024NONE501(C)(3)SUPPORT OF PROGRAMS$72
ML4 FOUNDATION
1440 SPRING STREET NWATLANTAGA30309NONE501(C)(3)SUPPORT OF PROGRAMS$206
MOTHERS AGAINST DRUNK DRIVING
511 E JOHN CARPENTER FREEWAYIRVINGTX75062NONE501(C)(3)SUPPORT OF PROGRAMS$25
NAACP LDF
1520 4TH AVE NBIRMINGHAMAL35203NONE501(C)(3)SUPPORT OF PROGRAMS$50
NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY
1400 CONSTITUTION AVENUE NORTHWESTWASHINGTON DCDC20560NONE501(C)(3)SUPPORT OF PROGRAMS$100
NCJW ATLANTA
6303 ROSWELL RDATLANTAGA30328NONE501(C)(3)SUPPORT OF PROGRAMS$500
NEW AMERICAN PATHWAYS
2300 HENDERSON MILL ROADATLANTAGA30345NONE501(C)(3)SUPPORT OF PROGRAMS$1,027
NFGNEXTBOOK
295 LAFAYETTE ST SUITE 501NEW YORKNY10012NONE501(C)(3)SUPPORT OF PROGRAMS$52
NORTH SHORE ANIMAL LEAGUE
25 DAVIS AVEPORT WASHINGTONNY11050NONE501(C)(3)SUPPORT OF PROGRAMS$50
NORTH TX FOOD BANK
3677 MAPLESHADE LANEPLANOTX75075NONE501(C)(3)SUPPORT OF PROGRAMS$100
PAWS FOR PURPLE HEARTS
5860 LABATH AVENUE SUITE AROHNERT PARKCA94928NONE501(C)(3)SUPPORT OF PROGRAMS$75
PLANNED PARENTHOOD SOUTHEAST
220 COBB PKWYATLANTAGA30303NONE501(C)(3)SUPPORT PROGRAMS$7,500
PROJECT K-9 HEROES
535 GRISWOLD STREET STE 111-105DETROITMI48226NONE501(C)(3)SUPPORT OF PROGRAMS$25
RAISING EXPECTATIONS
PO BOX 92814ATLANTAGA30314NONE501(C)(3)SUPPORT OF PROGRAMS$100
READING IS FUNDAMENTAL
1730 RHODE ISLAND AVE NW STE 1100WASHINGTON DCDC20036NONE501(C)(3)SUPPORT OF PROGRAMS$85
RIP MEDICAL DEBT
28-07 JACKSON AVE 5TH FLOORLONG ISLAND CITYNY11101NONE501(C)(3)SUPPORT OF PROGRAMS$513
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825NONE501(C)(3)SUPPORT OF PROGRAMS$50
SHADES CAHABA ELEMENTARY PTO
3001 INDEPENDENCE DRHOOVERAL35209NONE501(C)(3)SUPPORT OF PROGRAMS$205
SHELDRICK WILDLIFE TRUST
25283 CABOT ROAD SUITE 101LAGUNA HILLSCA92653NONE501(C)(3)SUPPORT OF PROGRAMS$150
SHEPHERD CENTER
2020 PEACHTREE RD NWATLANTAGA30309NONE501(C)(3)SUPPORT OF PROGRAMS$600
SIGMA DELTA TAU FOUNDATION
714 ADAMS STREETCARMELIN46032NONE501(C)(3)SUPPORT OF PROGRAMS$376
SIMON WIESENTHAL CENTER
1399 ROXBURY DRLOS ANGELESCA90035NONE501(C)(3)SUPPORT OF PROGRAMS$250
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONE501(C)(3)SUPPORT OF PROGRAMS$150
SPECIAL OLYMPICS OF GEORGIA
6046 FINANCIAL DRIVENORCROSSGA30071NONE501(C)(3)SUPPORT OF PROGRAMS$435
ST JUDE'S CHILDREN RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONE501(C)(3)SUPPORT OF PROGRAMS$100
TEAM RUBICON
6171 W CENTRUY BLVD SUITE 310LOS ANGELESCA90045NONE501(C)(3)SUPPORT OF PROGRAMS$103
TEMIMA
1839 LAVISTA RD NEATLANTAGA30329NONE501(C)(3)SUPPORT OF PROGRAMS$3,600
TEMPLE BETH-EL
2179 HIGHLAND AVE SBIRMINGHAMAL35205NONE501(C)(3)SUPPORT OF PROGRAMS$100
TEMPLE EMANU-EL BHAM
2100 HIGHLAND AVE SBIRMINGHAMAL35205NONE501(C)(3)SUPPORT OF PROGRAMS$10,025
TEMPLE SINAI
13875 BRIMHURST DRIVEHOUSTONTX77077NONE501(C)(3)SUPPORT OF PROGRAMS$125
THE ACTORS FUND
729 7TH AVE FLOOR 10NEW YORKNY10019NONE501(C)(3)SUPPORT OF PROGRAMS$361
THE AMERICAN CANCER SOCIETY
250 WILLIAMS ST NWATLANTAGA30303NONE501(C)(3)SUPPORT OF PROGRAMS$30
THE AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONE501(C)(3)SUPPORT OF PROGRAMS$250
THE ATLANTA WOMEN'S FOUNDATION
50 HURT PLZ SE STE 401ATLANTAGA30303NONE501(C)(3)SUPPORT OF PROGRAMS$20,150
THE BLUE DOVE FOUNDATION
1200 ASHWOOD PKWY SUITE 400ATLANTAGA30338NONE501(C)(3)SUPPORT OF PROGRAMS$103
THE BREMAN MUSEUM
1440 SPRING STREET NWATLANTAGA30309NONE501(C)(3)SUPPORT OF PROGRAMS$360
THE CHRONICLE OF PHILANTHROPY
1255 23RD STREET NEW SUITE 7WASHINGTON DCDC20037NONE501(C)(3)SUPPORT OF PROGRAMS$170
THE DAVIS ACADEMY
8105 ROBERTS DRIVEATLANTAGA30350NONE501(C)(3)SUPPORT OF PROGRAMS$250
THE FORWARD
125 MAIDEN LN FLOOR 8NEW YORKNY10038NONE501(C)(3)SUPPORT OF PROGRAMS$113
THE GIVING KITCHEN
513 EDGEWOOD AVENUE SUITE 100ATLANTAGA30312NONE501(C)(3)SUPPORT OF PROGRAMS$150
THE HIGH MUSEUM OF ART
1280 PEACHTREE STREET NEATLANTAGA30309NONE501(C)(3)SUPPORT OF PROGRAMS$600
THE JEWISH FOUNDATION
3966 MONTCLAIR ROADBIRMINGHAMAL35213NONE501(C)(3)SUPPORT OF PROGRAMS$515
THE SUSAN G KOMEN FOUNDATION
13770 NOEL ROAD SUITE 801889DALLASTX75380NONE501(C)(3)SUPPORT OF PROGRAMS$104
THE TEMPLE
1927 MT OLIVE BLVDGARDENDALEAL35071NONE501(C)(3)SUPPORT OF PROGRAMS$19,226
THE TEXAS TRIBUNE
919 CONGRESS AVE SIXTH FLOORAUSTINTX78701NONE501(C)(3)SUPPORT OF PROGRAMS$249
THE UNIVERSITY OF TEXAS AT DALLAS
800 WEST CAMPBELL ROADRICHARDSONTX75080NONE501(C)(3)SUPPORT OF PROGRAMS$250
THE USO
2111 WILSON BLVDARLINGTONVA22201NONE501(C)(3)SUPPORT OF PROGRAMS$35
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PI SWWASHINGTON DCDC20024NONE501(C)(3)SUPPORT OF PROGRAMS$5,400
USA FOR UNHCR
1310 L ST NW 450WASHINGTON DCDC20005NONE501(C)(3)SUPPORT OF PROGRAMS$100
WABE
740 BISMARK ROAD NEATLANTAGA30324NONE501(C)(3)SUPPORT OF PROGRAMS$150
WESTERN KENTUCKY DISASTER FUND
1640 LYNDON FARM CT SUITE 108LOUISVILLEKY40223NONE501(C)(3)SUPPORT OF PROGRAMS$250
WILLIAM BREMAN JEWISH HERITAGE MUSEUM
1440 SPRING ST NWATLANTAGA30309NONE501(C)(3)SUPPORT OF PROGRAMS$36
WOMEN'S RESOURCE CENTER
340 S TUTTLE AVESARASOTAFL34237NONE501(C)(3)SUPPORT OF PROGRAMS$125
WORLD CENTRAL KITCHEN
1342 FLORIDA AVENUE NWWASHINGTON DCDC20009NONE501(C)(3)SUPPORT OF PROGRAMS$105
WORLD JEWISH CONGRESS FOUNDATION
501 MADISON AVENEW YORKNY10022NONE501(C)(3)SUPPORT OF PROGRAMS$250
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONE501(C)(3)SUPPORT OF PROGRAMS$63
WOUNDED WARRIOR PROJECT
4899 BELFORT RD STE 300JACKSONVILLEFL32256NONE501(C)(3)SUPPORT OF PROGRAMS$75
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$249,152TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,150ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,462ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$53,612ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,612TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$1,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$375DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBLUESTEIN ACCT# HS8751 BONDSBondNm
EOY Book Value$388,380EOYBookValueAmt
EOYFMV$385,571EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBLUESTEIN ACCT# HS8751 STOCKSStockNm
EOY Book Value$208,199EOYBookValueAmt
EOYFMV$424,587EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISRAEL BONDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$50,000BookValueAmt
EOYFMV$50,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$140$105$35
MANAGEMENT AND CUSTODY FEES$3,723$2,792$931

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADMINISTRATIVE FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,875NetInvestmentIncomeAmt
Disbursements Charitable Prps$625DisbursementsCharitablePrpsAmt

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