Form 990 for tax year 2022
Filed by BILLI AND BERNIE MARCUS FOUNDATION INC.
Totals
- Total revenue
- $615
- Total expenses
- $10,145
- Contributions and grants received
- $260
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $355
- Other revenue
- $0
- Total assets, end of year
- $38,536
- Total liabilities, end of year
- $2,524
- Net assets or fund balances, end of year
- $36,012
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $10,145
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1f · All other contributions, gifts and grants
$260
-
3 · Investment income
total $347 · excluded $347
-
7a · Gross sales of assets other than inventory
securities $10,109
-
7b · Less cost or other basis and sales expenses
securities $10,101
-
7c · Gain or loss
securities $8
-
7d · Net gain or loss
total $8 · excluded $8
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $43 · management and general $43
-
24a · Other expenses: ADMINISTRATIVE EXPENSE
total $10,102 · management and general $10,102
Balance sheet
Part X, book values.
-
11 · Investments: publicly traded securities
beginning of year $47,903 · end of year $38,536
-
17 · Accounts payable and accrued expenses
beginning of year $2,531 · end of year $2,524
-
27 · Net assets without donor restrictions
beginning of year $45,372 · end of year $36,012
Mission and programs · 2022
Mission
THE FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, 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., A SECTION 501(C)(3) ORGANIZATION.
Activities or mission (Part I)
SUPPORT FOR THE MISSION OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC.
-
NO PROGRAM EXPENSES THIS FISCAL YEAR
As filed on the 2022 return.
Listed in Part VII
-
Bernie MarcusBERNIE MARCUS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.9
-
Billi MarcusBILLI MARCUS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.9
-
Doug DinapoliDOUG DINAPOLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Jack HalpernJACK HALPERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9 + 1 related
-
Arnie RubensteinARNIE RUBENSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Ann DavisANN DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Eliot ArnovitzELIOT ARNOVITZ
SECRETARY/TREASURER
- 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
No itemized grants to organizations on this return.
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.
-
JEWISH FEDERATION OF GREATER ATLANTA INC
501(C)(3) · LEADERSHIP AND SUPPORT FOR JEWISH NOT-FOR-PROFIT ORGANIZATIONS IN ATLANTA · GA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400789349300435
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