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Nonprofiteer
← WEINSTEIN FOUNDATION INC

Form 990 for tax year 2023

Filed by WEINSTEIN FOUNDATION INC.

Totals

Total revenue
$426,091
Total expenses
$355,935
Contributions and grants received
$0
Grants paid
$266,100
Program service revenue
$0
Investment income
$426,091
Other revenue
$0
Total assets, end of year
$5,328,092
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,328,092
Program services expenses (Part IX)
$266,100
Management and general expenses
$89,835
Fundraising expenses
$0
Program service expenses (Part III)
$266,100

Program services were 74.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $126,824 · excluded $126,824

  • 7a · Gross sales of assets other than inventory

    securities $2,280,065

  • 7b · Less cost or other basis and sales expenses

    securities $1,980,798

  • 7c · Gain or loss

    securities $299,267

  • 7d · Net gain or loss

    total $299,267 · excluded $299,267

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $266,100 · program services $266,100

  • 11f · Fees: investment management

    total $59,775 · management and general $59,775

  • 24a · Other expenses: ADMINISTRATIVE FEE

    total $24,060 · management and general $24,060

  • 24b · Other expenses: CONSULTING SERVICE

    total $6,000 · management and general $6,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $189,327 · end of year $188,953

  • 11 · Investments: publicly traded securities

    beginning of year $4,293,044 · end of year $4,961,181

  • 12 · Investments: other securities

    beginning of year $525,892 · end of year $177,958

  • 27 · Net assets without donor restrictions

    beginning of year $5,008,263 · end of year $5,328,092

Mission and programs · 2023

Mission

THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND/OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC., AN IRC SECTION 501(C)(3) ORGANIZATION.

Activities or mission (Part I)

SUPPORT FOR THE MISSION OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC.

  • PROVIDING LEADERSHIP AND SUPPORT FOR THE NETWORK OF THE JEWISH NOT-FOR-PROFIT ORGANIZATIONS IN THE GREATER ATLANTA AREA, AND THROUGHOUT THE WORLD.

    Expenses $105,000 · Grants $105,000

  • SERVING THE FRAIL, ELDERLY, AND DISABLED IN THE ATLANTA AREA.

    Expenses $35,000 · Grants $35,000

  • PROVIDING COMPASSIONATE HOSPICE CARE AT HOME.

    Expenses $25,000 · Grants $25,000

  • OTHER PROGRAM SERVICES

    Expenses $101,100 · Grants $101,100

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jan Winston

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.9

  • Jill Levine

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.9

  • Stephen Berman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.9

  • Robert Arogeti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.9

  • Eliot Arnovitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.9

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 January 2025
IRS schema version
2023v6.0
Source object
202510159349302271

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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