CHESED INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHESED INC (EIN 58-0231691)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202143129349101819
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T16:11:53-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | 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 | 580231691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESED INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARCUS FAMILY OFFICE LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 4042407700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 W PACES FERRY RD NO 615 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS P DINAPOLI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4042407700 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | DINAPOLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2021-11-04 | 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 | $17,023,871 | 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 | $3,030 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $64,983 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $319,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $319,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,172,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,774,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,172,472 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,030 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,030 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,561,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,543,041 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,377 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,377 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,022 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,050 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $5,050 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $94,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $720 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $189,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,969,291 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,969,291 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,158,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,995,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,402,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,474,519 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,924,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,462,104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,462,104 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,788,141 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,231,385 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,231,385 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,167,153 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,977,092 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,977,092 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,938,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,353,290 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,353,290 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,818,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,023,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,023,871 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $28 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $264 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $999,547 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $999,575 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $264 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,818,884 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,023,607 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,818,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,023,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,818,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,023,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,818,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,402,791 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,221,675 | SubtotalAmt |
| Other Decreases | $2,198,068 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,023,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,745,802 | $4,602,253 | $4,143,549 | $4,143,549 | |
| CAPITAL GAINS DIVIDENDS | $28,923 | $28,923 | $28,923 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,172,472 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,196 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,196 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,850 | 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 | $73,850 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,654 | OverpaymentAmt |
| Applied To ES Tax | $11,654 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DOUGLAS P DINAPOLI | IndividualWithBooksNm |
| Phone | 4042407700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 W PACES FERRY RD 615 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FREDERICK R MARCUS | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | PRESIDENT | 5.00 | $9,000 | $0 | $0 |
| NANCY DUBOIS MARCUS | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | DIRECTOR | 5.00 | $9,000 | $0 | $0 |
| DOUGLAS DINAPOLI | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | TREASURER | 1.00 | $0 | $0 | $0 |
| FREDERICK SLAGLE | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARA OGNIBENE LOFT | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | DIRECTOR & SECRETARY | 5.00 | $0 | $0 | $0 |
| EFRAIM DAVIDSON | ||||||||
| 1266 W PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 AMERICAN BLVD NJ2-150-01-13 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085344129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEE | ServiceTypeTxt |
| Compensation | $67,022 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $14,395,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,616,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,011,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,011,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,756,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $837,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $837,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,196 | TotalTaxAmt |
| Distributable Before Adj | $775,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $775,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $775,606 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,995,938 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,995,938 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,995,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $775,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $115,783 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $628,889 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,520,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,265,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,995,938 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $3,030 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $775,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,217,302 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,485,406 | 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 | $3,030 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $115,783 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,366,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $628,889 | ExcessFromYear2Amt |
| Excess From Year1 | $1,520,402 | ExcessFromYear1Amt |
| Excess From Current Year | $1,217,302 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK R MARCUS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AID L'SHALOM | |||||||
| 2330 EASTCHESTER RD 3RD FLOOR | BRONX | NY | 10469 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $35,000 |
| AM FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE | |||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 |
| AMERICAN FRIENDS OF DASCHE NOAN | |||||||
| 504 REDWOOD DRIVE | CEDARHURST | NY | 11516 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 |
| ATLANTA AUTISM CONSORTIUM | |||||||
| 1932 OAK GROVE ROAD NE | ATLANTA | GA | 30345 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $32,725 |
| BETH MEDRASH GOVOHA | |||||||
| 617 SIXTH STREET | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $7,500 |
| CHABAD AT TULANE | |||||||
| 7033 FRERET ST | NEW ORLEANS | LA | 70118 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $15,000 |
| CHABAD AT UCF | |||||||
| 600 OAK CIRCLE | OVIEDO | FL | 32765 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $15,000 |
| CHABAD AT UNIVERSITY OF ALABAMA | |||||||
| 17 SHERWOOD DRIVE | TUSCALOOSA | AL | 35401 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $25,000 |
| CHABAD GREENVILLE & THE UPSTATE | |||||||
| 3515 E NORTH ST | GREENVILLE | SC | 29615 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $21,000 |
| CHABAD INTOWN | |||||||
| 928 PONCE DE LEON AVE | ATLANTA | GA | 30306 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,504,766 |
| CHABAD UNIVERSITY OF MIAMI | |||||||
| 1251 HARDEE ROAD | CORAL GABLES | FL | 33146 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $15,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 1920 BRIARCLIFF ROAD | ATLANTA | GA | 30329 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $114,250 |
| COLLECTIVE LEARNING ACADEMY | |||||||
| 2715 PEACHTREE RD | ATLANTA | GA | 30305 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $10,000 |
| CONGREGATION ATERES SHOIME | |||||||
| 2905 AVENUE K | BROOKLYN | NY | 11210 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $55,000 |
| CST CENTER FOR PROCESSING STUDIES | |||||||
| 1325 NORTH COLLEGE AVENUE | CLAREMONT | CA | 91711 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $15,000 |
| EMORY JEWISH STUDENT CENTER | |||||||
| 1526 NORTH DECATUR ROAD | ATLANTA | GA | 30307 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $25,000 |
| FRIENDS OF ISRAEL DEFENSE FORCE | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $4,000 |
| GALLOWAY SCHOOL THE | |||||||
| 215 CHASTAIN PARK AVE NW | ATLANTA | GA | 30342 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $10,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 425 UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $5,000 |
| JEWISH ASSN FOR RESIDENTIAL CARE | |||||||
| 21150 95TH AVE S | BOCA RATON | FL | 33428 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300 |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1441 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $3,500 |
| JEWISH MARRIAGE INITIATIVE | |||||||
| 1240 BRAMBLE RD NE | ATLANTA | GA | 30329 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000 |
| NER HAMIZRACH SEPHARDIC CENTER | |||||||
| 1858 LA VISTA ROAD | ATLANTA | GA | 30329 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $7,500 |
| RALSTON COLLEGE | |||||||
| PO BOX 8302 | SAVANNAH | GA | 31412 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 |
| THE TEMPLE | |||||||
| 1589 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $7,500 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $26,000 |
| WILLIAM F BUCKLEY JR PROGRAM | |||||||
| 111 WHITNEY AVENUE | NEW HAVEN | CT | 065101232 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250 |
| YAD L'YAD CHARITY FUND | |||||||
| 2897 N DRUID HILLS RD 205 | ATLANTA | GA | 30329 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000 |
| ZABAN PARADIES CENTER | |||||||
| 1605 PEACHTREE STREET NE 2ND FL | ATLANTA | GA | 30309 | NONE | 501(C)(3) | TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,969,291 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,983 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $319,236 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,030 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,172,472 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,558,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,558,721 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BERNARD MARCUS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 W PACES FERRY RD 615 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,030 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO TREAT THE DISTRIBUTIONS BELOW PURSUANT TO IRC 4942(G)(3) SUCH THAT THEY QUALIFY AS IRC 170(B)(1)(A)(VII) CHARITABLE DISTRIBUTIONS FOR THE DONOR IN 2020 UNDER IRC 170(B)(1)(F)(II).AS REQUIRED UNDER 4942(G)(3) THESE CONTRIBUTED FUNDS -(I) HAVE BEEN DISTRIBUTED AS PART OF THE CURRENT TAX YEAR'S DISTRIBUTIONS,(II) ARE QUALIFYING DISTRIBUTIONS UNDER IRC 4942(G)(1)(A), AND(III) ARE DISTRIBUTIONS THAT UNDER THE ELECTION BELOW ARE BEING MADE OUT OF CORPUS, AND ADEQUATE RECORDS AND EVIDENCE FROM THE FOUNDATION SHOWING THAT THESE QUALIFYING DISTRIBUTIONS HAVE BEEN MADE BY THE FOUNDATION HAVE BEEN DELIVERED TO THE DONOR.THE FOUNDATION ELECTS TO TREAT THE FOLLOWING CURRENT YEAR DISTRIBUTIONS AS CURRENT TAX YEAR CORPUS DISTRIBUTIONS PURSUANT TO IRC 4942(H)(2) AND REG. 53.4942(A)-3(D)(2).2020 QUALIFYING DISTRIBUTIONS: $3,030THIS ELECTION IS MADE BY FOUNDATION MANAGER, DOUGLAS DINAPOLI, CFO, AS PART OF THE ELECTRONICALLY FILED ANNUAL RETURN. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,977,092 | EOYBookValueAmt |
| EOYFMV | $1,977,092 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,231,385 | EOYBookValueAmt |
| EOYFMV | $10,231,385 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,353,290 | BookValueAmt |
| EOYFMV | $2,353,290 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION OF MARKETABLE SECURITIES | Desc |
| Amt | $2,198,068 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $690 | $0 | $690 |
| OFFICE EXPENSES | $30 | $0 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $2,030 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,030 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,030 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN MANAGEMENT ACCOUNT | Desc |
| BOY Book Value | $999,547 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $67,022 | Amt |
| Net Investment Income | $67,022 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $94,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |