THE ENGEL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ENGEL FOUNDATION INC (EIN 20-0892371)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202101379349102470
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T16:58:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-05-17 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2021-05-17 | 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 | 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 | $1,133,414 | 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 | $23,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $884,310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,218 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,998 | 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 |
| Legal Fees Rev And Expnss | $595 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $446 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $149 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,624 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,968 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $656 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $450 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $150 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $100 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $75 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,886 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,664 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,576 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $278,668 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $278,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$188,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,853 | CashBOYAmt |
| Cash EOY | $14,942 | CashEOYAmt |
| Cash EOYFMV | $14,942 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $226,331 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,331 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $678,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $263,075 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $421,274 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $365,848 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $408,467 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $420,867 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,150,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $962,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,133,414 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,488 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,535 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,488 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,535 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,148,184 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $959,280 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,148,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $959,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,150,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $962,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,148,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$188,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $71 | OtherIncreasesAmt |
| Subtotal | $959,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $959,280 | 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 | $397,490 | $388,359 | $9,131 | $9,131 |
| BLUESTEIN ACCT# HS8751 LTCG | P | $486,820 | $419,733 | $67,087 | $67,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,218 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,283 | 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 |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $1,293 | 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 | $1,033,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,939 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,197,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,197,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,968 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,179,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,283 | TotalTaxAmt |
| Distributable Before Adj | $57,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,712 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,712 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,244 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $281,244 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $281,244 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $130,832 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $188,012 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,155 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $183,478 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $162,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $782,336 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,244 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,712 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $223,532 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,005,868 | 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 | $130,832 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $875,036 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $188,012 | ExcessFromYear4Amt |
| Excess From Year3 | $117,155 | ExcessFromYear3Amt |
| Excess From Year2 | $183,478 | ExcessFromYear2Amt |
| Excess From Year1 | $162,859 | ExcessFromYear1Amt |
| Excess From Current Year | $223,532 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 19TH NEWS | |||||||
| 3267 BEE CAVES ROAD SUITE 107-353 | AUSTIN | TX | 78746 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $265 |
| ACT BLUE | |||||||
| PO BOX 441146 | SOMERVILLE | MA | 02144 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $55 |
| AHAVATH ACHIM SYNAGOGUE | |||||||
| 600 PEACHTREE BATTLE AVE NW | ATLANTA | GA | 30327 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $19 |
| AHIMSA HOUSE | |||||||
| 135 MAPLE ST | DECATUR | GA | 30030 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| ALABAMA INTERFAITH | |||||||
| 1513 NOBLE ST | ANNISTON | AL | 36201 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $70 |
| AMERICAN CIVIL LIBERTIES UNION OF GEORGIA | |||||||
| PO BOX 77208 | ATLANTA | GA | 77208 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| AMERICAN HEART ASSOCIATON | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $37 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H ST SW | WASHINGTON DC | DC | 20001 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $10,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $65,269 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 711 3RD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| AMFAR | |||||||
| 120 WALL ST | NEW YORK | NY | 10005 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| ANGELS AMONG US PET RESCUE | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| 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 | $114 |
| ASTEP DONATION | |||||||
| 165 W46TH STREET SUITE 1310 | NEW YORK | NY | 10036 | 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 | $1,015 |
| ATLANTA HUMANE SOCIETY | |||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $200 |
| ATLANTA JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| ATLANTA JEWISH FILM FESTIVAL | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $2,000 |
| ATLANTA KOLLEL | |||||||
| 1959 LAVISTA RD NE | ATLANTA | GA | 30329 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| ATLANTA MISSION | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $120 |
| BEST FRIENDS ANIMAL CARE | |||||||
| 3390 N BERKELEY LAKE ROAD | DULUTH | GA | 30096 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,000 |
| BNAIVAIL | |||||||
| 19 VAIL RD | VAIL | CO | 81657 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $36 |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $36 |
| BRADY CAMPAIGN TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON DC | DC | 20002 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| BUILD INC | |||||||
| 1223 N MILWAUKEE AVE | CHICAGO | IL | 60642 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $515 |
| CAMP TWIN LAKES | |||||||
| 1100 SPRING STREET SUITE 406 | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $90 |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| CENTER FOR THE VISUALLY IMPAIRED | |||||||
| 739 WEST PEACHTREE STREET | ATLANTA | GA | 30308 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| CHABAD OF NORTHWEST ARKANSAS | |||||||
| 5402 W REDBUD ST | ROGERS | AZ | 72758 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $380 |
| COLLAT JFS | |||||||
| 3940 MONTCLAIR RD STE 205 | BIRMINGHAM | AL | 35213 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| COMMUNITY ADVANCED PRACTICE NURSES INC | |||||||
| 173 BOULEVARD NE | ATLANTA | GA | 30312 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| COMMUNITY FOUNDATION OF GREATER ATLANTA | |||||||
| 191 PEACHTREE ST 1000 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $2,500 |
| CONGREGATION OR HADASH | |||||||
| 7460 TROWBRIDGE ROAD | SANDY SPRINGS | GA | 30328 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $37 |
| CREATING CONNECTED COMMUNITIES | |||||||
| PO BOX 500247 | ATLANTA | GA | 31150 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $360 |
| DONORSCHOOSEORG | |||||||
| 134 W 37TH STREET FL 11 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $240 |
| ELIJAH RADIO | |||||||
| 2822 COMMERCE BLVD | IRONDALE | AL | 35210 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $25 |
| EMORY HEALTHCARE | |||||||
| 1762 CLIFTON ROAD NE SUITE 1400 | ATLANTA | GA | 303224001 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| EMORY MOMENTUM | |||||||
| 1762 CLIFTON ROAD NE SUITE 1400 | ATLANTA | GA | 303224001 | 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 | $250 |
| FEMINIST WOMEN'S HEALTH CENTER | |||||||
| 1924 CLIFF VALLEY WAY NE | ATLANTA | GA | 30329 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| 2040 NE 163RD ST STE 207 | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,800 |
| GEORGIA BUDGET & POLICY INSTITUTE | |||||||
| 50 HURT PLAZA SE STE 70 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| GEORGIA PUBLIC BROADCASTING | |||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $311 |
| GIVE BUTTER | |||||||
| 2020 PENNSYLVANIA AVE NW 401 | WASHINGTON DC | DC | 20006 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $115 |
| GO FUND ME | |||||||
| 3756 W AVENUE 40 STE K 507 | LOS ANGELES | CA | 90065 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $25 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $70 |
| HEAT | |||||||
| 2407 S CONGRESS AVE STE E 456 | AUSTIN | TX | 78704 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $158 |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| HILLELS OF GEORGIA | |||||||
| 735 GATEWOOD RD NE | ATLANTA | GA | 30322 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,000 |
| HUMANE SOCIETY OF THE US | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON DC | DC | 20037 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $25 |
| IMPACT ISRAEL | |||||||
| 4340 EAST-WEST HWY STE 202 | BETHESDA | MD | 20814 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $51 |
| INSTITUTE OF SOUTHERN JEWISH LIFE | |||||||
| 4915 I55 N 100A | JACKSON | MS | 39206 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,000 |
| INTERFAITH COMMUNITY INITIATIVES | |||||||
| PO BOX 7043 | ATLANTA | GA | 30357 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 2305 PARKLAKE DR NE | ATLANTA | GA | 30345 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| JEWISH COUNCIL FOR YOUTH SERVICES | |||||||
| 150 N MICHIGAN AVE SUITE 640 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $180 |
| JEWISH EDUCATION LOAN FUND | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $2,500 |
| JEWISH FAMILY AND CAREER SERVICES | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,274 |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $65,688 |
| JEWISH INTEREST FREE LOANS OF ATLANTA | |||||||
| 5115 NEW PEACHTREE ROAD SUITE 200A | CHAMBLEE | GA | 30341 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $184 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $750 |
| JEWISH WOMEN'S FUND OF ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $29,200 |
| JOHN'S HOPKINS | |||||||
| 750 EAST PRATT STREET 17TH FLOOR | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| JOINFORGEORG | |||||||
| 1775 WASHINGTON AVE 7D | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $210 |
| KIPP METRO ATLANTA | |||||||
| 1445 MAYNARD RD NW | ATLANTA | GA | 30331 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $2,030 |
| LIFELINE ANIMAL PROJECT | |||||||
| 129 LAKE STREET | AVONDALE ESTATE | GA | 30002 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| MAPS MARYLAND PARK | |||||||
| PO BOX 450 | BROOKLANDVILLE | MD | 21022 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $26 |
| MAZON | |||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,057 |
| MIDTOWN ASSISTANCE CENTER | |||||||
| 30 PORTER PL NE | ATLANTA | GA | 30308 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| ML4 FOUNDATION | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $307 |
| MOTHERS AGAINST DRUNK DRIVING | |||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $25 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 700 CENTURY PARK S 225 | BIRMINGHAM | AL | 35226 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| MUTTS WITH A MISSION | |||||||
| PO BOX 4147 | SUFFOLK | VA | 23439 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $35 |
| NAACP LDF | |||||||
| 1520 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $350 |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS | |||||||
| 100 IVAN ALLEN JR NW BLVD | ATLANTA | GA | 30313 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,000 |
| 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 | $500 |
| NEW AMERICAN PATHWAYS | |||||||
| 2300 HENDERSON MILL ROAD | ATLANTA | GA | 30345 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $257 |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| NORTH TX FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| OUR HOUSE | |||||||
| 173 BOULEVARD NORTHEAST | ATLANTA | GA | 30312 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| PAN MASS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $61 |
| PAWS FOR PURPLE HEARTS | |||||||
| 5860 LABATH AVENUE SUITE A | ROHNERT PARK | CA | 94928 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| PGA TOUR SPECIES | |||||||
| 1 PGA TOUR BOULEVARD | PONTE VEDRA BEACH | FL | 32082 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| PLANNED PARENTHOOD SOUTHEAST | |||||||
| 220 COBB PKWY | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT PROGRAMS | $5,500 |
| PUBLIC BROADCASTING ATLANTA | |||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| READING IS FUNDAMENTAL | |||||||
| 1730 RHODE ISLAND AVE NW STE 1100 | WASHINGTON DC | DC | 20036 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $85 |
| SHELDRICK WILDLIFE TRUST | |||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $202 |
| SIGMA DELTA TAU FOUNDATION | |||||||
| 714 ADAMS STREET | CARMEL | IN | 46032 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $111 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| SOUTHERN JEWISH HISTORICAL SOCIETY | |||||||
| 4915 I-55 100 | JACKSON | MS | 39206 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 303144399 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| STANFORD | |||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 943052004 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $40 |
| TEAM RUBICON | |||||||
| 6171 W CENTRUY BLVD SUITE 310 | LOS ANGELES | CA | 90045 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $258 |
| TEMIMA | |||||||
| 1839 LAVISTA RD NE | ATLANTA | GA | 30329 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $3,600 |
| TEMPLE ISAIAH - MARYLAND | |||||||
| 12200 SCAGGSVILLE RD | FULTON | MD | 20759 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $37 |
| THE ATLANTA WOMEN'S FOUNDATION | |||||||
| 50 HURT PLZ SE STE 401 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $7,500 |
| THE AUXILIARY WILLIAM BREMEN JEWISH MUSEUM | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $108 |
| THE BIRMINGHAM JEWISH FOUNDATION | |||||||
| 3966 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| THE BLUE DOVE FOUNDATION | |||||||
| 1200 ASHWOOD PKWY SUITE 400 | ATLANTA | GA | 30338 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $258 |
| THE DAVIS ACADEMY | |||||||
| 8105 ROBERTS DRIVE | ATLANTA | GA | 30350 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $360 |
| THE FORWARD | |||||||
| 125 MAIDEN LN FLOOR 8 | NEW YORK | NY | 10038 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $76 |
| THE GIVING KITCHEN | |||||||
| 513 EDGEWOOD AVENUE SUITE 100 | ATLANTA | GA | 30312 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| THE HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $600 |
| THE TEMPLE BETH TIKVAH | |||||||
| 9955 COLEMAN RD | ROSWELL | GA | 30075 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| THE TEMPLE | |||||||
| 1927 MT OLIVE BLVD | GARDENDALE | AL | 35071 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $27,089 |
| THE TEXAS TRIBUNE | |||||||
| 919 CONGRESS AVE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $124 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $180 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 601 19TH ST N 2ND FL | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $25 |
| UNITED WAY OF GREATER ATLANTA | |||||||
| 100 EDGEWOOD AVE NE | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON DC | DC | 20024 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| USA FOR UNHCR | |||||||
| 1310 L ST NW 450 | WASHINGTON DC | DC | 20005 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| WALKER AREA COMMUNITY FOUNDATION | |||||||
| 611 8TH AVENUE | JASPER | AL | 35501 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $9,000 |
| WILLIAM BREMAN JEWISH HERITAGE MUSEUM | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $360 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON DC | DC | 20009 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $420 |
| WORLD JEWISH CONGRESS FOUNDATION | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $63 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| YAD YAAKOV | |||||||
| 349 STARLING RD | ENGLEWOOD | NJ | 07631 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| YEAR UP | |||||||
| 45 MILK ST 9TH FLOOR | BOSTON | MA | 02109 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $278,668 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,218 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,998 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,998 | 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 | $1,500 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $375 | 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 | $408,467 | EOYBookValueAmt |
| EOYFMV | $420,867 | 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 | $263,075 | EOYBookValueAmt |
| EOYFMV | $421,274 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $595 | LegalFeesAmt |
| Net Investment Income | $446 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $149 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $217 | $162 | $54 |
| DUES AND SUBSCRIPTIONS | $168 | $126 | $42 |
| MANAGEMENT AND CUSTODY FEES | $4,421 | $3,316 | $1,105 |
| OFFICE EXPENSE | $80 | $60 | $20 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT NOT AFFECTING INCOME | Desc |
| Amt | $71 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $2,624 | Amt |
| Net Investment Income | $1,968 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $656 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
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