2021-11-08T16:11:53-06:00 2020-12-31 580673524 MSTILLER LLC 1960 SATELLITE BLVD SUITE 3600 DULUTH GA 30097 990PF 2020-01-01 580231691 CHESED INC C/O MARCUS FAMILY OFFICE LLC CHES 4042407700 1266 W PACES FERRY RD NO 615 ATLANTA GA 303272306 DOUGLAS P DINAPOLI CFO 4042407700 2021-11-08 1 DOUGLAS DINAPOLI 999009999 GREGORY W HAYES P00054246 7709958800 2021-11-04 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 17023871 X 3030 X 64983 49303 319236 319236 4172472 8774725 4172472 2030 2030 4561751 4543041 18000 0 18000 1377 0 1377 3000 1500 1500 67022 67022 0 5050 0 5050 94500 0 0 720 0 720 189669 68522 26647 1969291 1969291 2158960 68522 1995938 2402791 4474519 -1 1924664 2462104 2462104 11788141 10231385 10231385 2167153 1977092 1977092 1938502 2353290 2353290 17818459 17023871 17023871 28 264 999547 0 999575 264 X 0 0 0 0 16818884 17023607 16818884 17023607 17818459 17023871 16818884 2402791 0 19221675 2198068 17023607 PUBLICLY TRADED SECURITIES 8745802 4602253 4143549 4143549 CAPITAL GAINS DIVIDENDS P 28923 28923 28923 4172472 62196 0 62196 0 62196 73850 0 0 0 73850 0 11654 11654 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A DOUGLAS P DINAPOLI 4042407700 1266 W PACES FERRY RD 615 ATLANTA GA 30327 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDERICK R MARCUS 1266 W PACES FERRY ROAD 615 ATLANTA GA 30327 PRESIDENT 5.00 9000 0 0 NANCY DUBOIS MARCUS 1266 W PACES FERRY ROAD 615 ATLANTA GA 30327 DIRECTOR 5.00 9000 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 NONE 0 MERRILL LYNCH 1500 AMERICAN BLVD NJ2-150-01-13 PENNINGTON NJ 085344129 INVESTMENT ADVISORY FEE 67022 0 0 14395016 2616194 0 17011210 0 0 17011210 255168 16756042 837802 837802 62196 62196 775606 0 775606 0 775606 1995938 0 1995938 0 1995938 775606 0 0 115783 628889 1520402 2265074 1995938 0 0 3030 775606 1217302 0 0 3485406 0 0 0 0 0 3030 115783 3366593 628889 1520402 1217302 FREDERICK R MARCUS X AID L'SHALOM 2330 EASTCHESTER RD 3RD FLOOR BRONX NY 10469 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 35000 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 5000 AMERICAN FRIENDS OF DASCHE NOAN 504 REDWOOD DRIVE CEDARHURST NY 11516 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2500 ATLANTA AUTISM CONSORTIUM 1932 OAK GROVE ROAD NE ATLANTA GA 30345 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 32725 BETH MEDRASH GOVOHA 617 SIXTH STREET LAKEWOOD NJ 08701 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 7500 CHABAD AT TULANE 7033 FRERET ST NEW ORLEANS LA 70118 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 15000 CHABAD AT UCF 600 OAK CIRCLE OVIEDO FL 32765 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 15000 CHABAD AT UNIVERSITY OF ALABAMA 17 SHERWOOD DRIVE TUSCALOOSA AL 35401 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25000 CHABAD GREENVILLE & THE UPSTATE 3515 E NORTH ST GREENVILLE SC 29615 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 21000 CHABAD INTOWN 928 PONCE DE LEON AVE ATLANTA GA 30306 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1504766 CHABAD UNIVERSITY OF MIAMI 1251 HARDEE ROAD CORAL GABLES FL 33146 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 15000 CHILDREN'S HEALTHCARE OF ATLANTA 1920 BRIARCLIFF ROAD ATLANTA GA 30329 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 114250 COLLECTIVE LEARNING ACADEMY 2715 PEACHTREE RD ATLANTA GA 30305 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 10000 CONGREGATION ATERES SHOIME 2905 AVENUE K BROOKLYN NY 11210 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 55000 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 15000 EMORY JEWISH STUDENT CENTER 1526 NORTH DECATUR ROAD ATLANTA GA 30307 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25000 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 4000 GALLOWAY SCHOOL THE 215 CHASTAIN PARK AVE NW ATLANTA GA 30342 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 10000 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 5000 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 3500 JEWISH MARRIAGE INITIATIVE 1240 BRAMBLE RD NE ATLANTA GA 30329 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1000 NER HAMIZRACH SEPHARDIC CENTER 1858 LA VISTA ROAD ATLANTA GA 30329 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 7500 RALSTON COLLEGE PO BOX 8302 SAVANNAH GA 31412 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2500 THE TEMPLE 1589 PEACHTREE ST NE ATLANTA GA 30309 NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 7500 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 26000 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 1000 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 2500 1969291 0 14 64983 14 319236 14 2030 18 4172472 0 4558721 0 4558721 0 0 0 0 0 0 0 0 0 0 X 1 BERNARD MARCUS 1266 W PACES FERRY RD 615 ATLANTA GA 303272306 3030 X ACCOUNTING FEES 3000 1500 1500 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. CORPORATE BONDS 1977092 1977092 CORPORATE STOCK 10231385 10231385 ALTERNATIVE INVESTMENTS FMV 2353290 2353290 UNREALIZED DEPRECIATION OF MARKETABLE SECURITIES 2198068 BANK FEES 690 0 690 OFFICE EXPENSES 30 0 30 MISCELLANEOUS 2030 2030 2030 LOAN MANAGEMENT ACCOUNT 999547 0 INVESTMENT MANAGEMENT FEES 67022 67022 0 FEDERAL EXCISE TAX 94500 0 0