Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE MARCUS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1266 W PACES FERRY RD 615
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30327
A Employer identification number

58-1815651
B Telephone number (see instructions)

(404) 240-7700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$100,467,714
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 105,336,700
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,887,995 2,032,830  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -4,427,263
b Gross sales price for all assets on line 6a 39,973,567
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 89,250 89,250  
12 Total. Add lines 1 through 11........ 102,886,682 2,122,080  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,783,506 178,351   1,605,155
14 Other employee salaries and wages...... 1,128,749 112,875   1,015,874
15 Pension plans, employee benefits....... 714,557 71,456   643,101
16a Legal fees (attach schedule)......... 116,500 0   116,500
b Accounting fees (attach schedule)....... 70,280 35,140   35,140
c Other professional fees (attach schedule).... 616,613 168,713   447,900
17 Interest............... 8,962,631 0   8,962,631
18 Taxes (attach schedule) (see instructions)... 251,202 13,706   129,725
19 Depreciation (attach schedule) and depletion... 34,511 0  
20 Occupancy.............. 205,058 20,501   184,557
21 Travel, conferences, and meetings....... 384,584 0   384,584
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,343,229 45,124   1,298,105
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,611,420 645,866   14,823,272
25 Contributions, gifts, grants paid....... 169,731,413 169,731,413
26 Total expenses and disbursements. Add lines 24 and 25 185,342,833 645,866   184,554,685
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -82,456,151
b Net investment income (if negative, enter -0-) 1,476,214
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 7,274,134 2,336,744 2,336,744
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   977,905    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow10,522,066
Less: allowance for doubtful accounts right arrow0 9,718,675 Click to see attachment
List of Attached Documents:
// Content
10,522,066
10,522,066
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 149,889 379,686 379,686
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 59,596,251 Click to see attachment
List of Attached Documents:
// Content
49,904,645
49,904,645
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 31,186,610 Click to see attachment
List of Attached Documents:
// Content
34,502,163
34,502,163
14 Land, buildings, and equipment: basis right arrow1,995,461
Less: accumulated depreciation (attach schedule) right arrow1,670,892 82,548 Click to see attachment
List of Attached Documents:
// Content
324,569
324,569
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,131,263
Click to see attachment
List of Attached Documents:
// Content
2,497,841
Click to see attachment
List of Attached Documents:
// Content
2,497,841
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 111,117,275 100,467,714 100,467,714
Liabilities 17 Accounts payable and accrued expenses.......... 34,752 146,270
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 353,655,480 Click to see attachment
List of Attached Documents:
// Content
423,773,480
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,100,635
Click to see attachment
List of Attached Documents:
// Content
7,533,523
23 Total liabilities (add lines 17 through 22)......... 354,790,867 431,453,273
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... -243,673,592 -330,985,559
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... -243,673,592 -330,985,559
30 Total liabilities and net assets/fund balances (see instructions). 111,117,275 100,467,714
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
-243,673,592
2
Enter amount from Part I, line 27a .....................
2
-82,456,151
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,543,985
4
Add lines 1, 2, and 3 ..........................
4
-322,585,758
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,399,801
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
-330,985,559
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PASS-THRU FROM K-1 INVESTMENTS P    
c PASS-THRU UBI FROM K-1 INVESTMENTS P    
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 39,255,634   44,400,830 -5,145,196
b 578,880     578,880
c 59,846     59,846
d 79,207     79,207
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -5,145,196
b       578,880
c       59,846
d       79,207
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -4,427,263
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 20,519
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 20,519
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,519
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 21,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,481
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow5,481 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowGA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDOUGLAS P DINAPOLI Telephone no.right arrow (404) 240-7700

Located atright arrow1266 W PACES FERRY RD 615ATLANTAGA ZIP+4right arrow30327
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BERNARD MARCUS CHAIRMAN
10.00
2,927 20,394 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
KEN LANGONE DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
DOUG HERTZ DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
DOUGLAS P DINAPOLI FINANCE DIRECTOR
10.00
118,148 16,391 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
FREDERICK MARCUS DIRECTOR
10.00
51,822 40,353 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
FREDERICK SLAGLE SEC/TREASURER
5.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
JAMES GRIEN DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
JAY KAIMAN PRESIDENT
40.00
515,613 65,272 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
LARRY SMITH DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30339
MICHAEL LEVEN DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
MICHAEL MORRIS DIRECTOR
10.00
50,000 8,042 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
FRANK BLAKE DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
RENAY BLUMENTHAL VICE PRESIDENT
40.00
390,239 42,879 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
TINA PRICE DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
TONY GELBART DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
SIMMONS J MEDICAL DIRECTOR
40.00
772,901 63,272 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
RUZEK M PROG OFFICER
40.00
227,069 67,357 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
KAISER-BLUETH J PROG OFFICER
40.00
203,547 63,680 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
LEVY E GRANTS MANAGER
40.00
139,409 36,464 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
BRAID R GRANTS ADMINISTRATOR
40.00
81,481 44,052 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
PERSHING SUMMIT TRAIL INVESTMENT MANAGEMENT 168,562
2 GRAND CENTRAL PLAZA
NEW YORK,NY10017
FORTIER PUBLIC RELATIONS PUBLIC RELATION 131,206
401 OCEAN DRIVE STE 918
MIAMI,FL33139
COPELAND DESIGN CONSULTING 130,000
PO BOX 133128
ATLANTA,GA30333
ALSTON & BIRD LLP LEGAL 114,068
PO BOX 933124
ATLANTA,GA31193
ARYE CARMON CONSULTING 95,000
1266 W PACES FERRY RD 615
ATLANTA,GA30327
Total number of others receiving over $50,000 for professional services.............right arrow1
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
86,515,617
b
Average of monthly cash balances.......................
1b
1,363,553
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
87,879,170
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
87,879,170
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,318,188
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
86,560,982
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,328,049
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,328,049
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,519
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,519
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,307,530
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,307,530
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,307,530
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
184,554,685
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
276,532
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
184,831,217
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 4,307,530
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 129,888,824
b From 2018......  
c From 2019...... 12,153,780
d From 2020...... 8,074,267
e From 2021...... 37,873,974
f Total of lines 3a through e ........ 187,990,845
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 184,831,217
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
Click to see attachment
List of Attached Documents:
// Content
105,336,700
d Applied to 2022 distributable amount..... 4,307,530
e Remaining amount distributed out of corpus 75,186,987
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 368,514,532
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
105,336,700
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
129,888,824
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
133,289,008
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019.... 12,153,780
c Excess from 2020.... 8,074,267
d Excess from 2021.... 37,873,974
e Excess from 2022.... 75,186,987
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
BERNARD MARCUS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

18DOORS

190 NORTH MAIN STREET SUITE 203
NATICK,MA01760
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 360,000

3DE NATIONAL

3565 PIEDMONT ROAD NE BUILDING ONE
SUITE 460
ATLANTA,GA303058202
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

6 POINTS SPORTS ACADEMY

633 THIRD AVE 7TH FLOOR
NEW YORK,NY10017
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

70 FACES MEDIA

520 EIGHTH AVENUE 4TH FLOOR
NEW YORK,NY10018
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

ACADEMIC ENGAGEMENT NETWORK

1100 17TH STREET NW SUITE 700
WASHINGTON,DC20306
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 321,000

ADAMAH

5425 MT GILEAD ROAD
REISTERSTOWN,MD211364110
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

AFSNC

40 WEST 57TH STREET 26TH FLOOR
NEW YORK,NY100194001
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

AID L'SHALOM

130 LEE AVE UNIT 407
BROOKLYN,NY112118031
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

ALFRED & ADELE DAVIS ACADEMY THE

8105 ROBERTS DRIVE
ATLANTA,GA303504120
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

ALGEMEINER THE

208 E 51ST ST 185
NEW YORK,NY10022
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

AMERICA-ISRAEL CULTURAL FOUNDATION

178 COLUMBUS AVENUE PO BOX 237133
NEW YORK,NY10023
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

AMERICAN FRIENDS OF LIBI

45 BARTLESS CRESCENT ROAD
BROOKLINE,MA024462220
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

352 7TH AVENUE SUITE 400
NEW YORK,NY10001
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,814,698

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY

199 WATER STREET
NEW YORK,NY10038
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED

1 NORTHFIELD PLAZA SUITE 300
NORTHFIELD,IL600931214
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

AMERICAN ISRAEL EDUCATION FOUNDATION

251 H STREET NW
WASHINGTON,DC200012604
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST
NEW YORK,NY100222709
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

AREIVIM PHILANTHROPIC GROUP

729 7TH AVENUE 9TH FLOOR
NEW YORK,NY100196896
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 125,000

ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY

PO BOX 2260 ATTN PAYROLL BENEFITS
TEMPE,AZ852810000
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 177,167

ATLANTA JEWISH ACADEMY

5200 NORTHLAND DRIVE
ATLANTA,GA303422008
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

ATLANTA JEWISH FILM FESTIVAL

2244 NORTHWEST PKWY SE
MARIETTA,GA30067
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

ATLANTA JEWISH LIFE FOUNDATION

270 CARPENTER DR NE STE 320
ATLANTA,GA30328
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

ATLANTA POLICE FOUNDATION

191 PEACHTREE STREET NE SUITE 191
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 200,000

ATLANTA SCHOLARS KOLLEL

1959 LAVISTA ROAD NE
ATLANTA,GA303293842
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 375,000

ATLANTA SPEECH SCHOOL

3160 NORTHSIDE PARKWAY NW
ATLANTA,GA30327
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,000

BBYO

800 8TH STREET NW
WASHINGTON,DC200013724
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 825,000

BE PRO BE PROUD GEORGIA

ONE INNOVATION WAY
WOODSTOCK,GA30188
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

BIG BROTHERS BIG SISTERS OF METRO ATLANTA

1382 PEACHTREE STREET NE
ATLANTA,GA303093248
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 650,000

BILL OF RIGHTS INSTITUTE

1310 NORTH COURTHOUSE ROAD SUITE
620
ARLINGTON,VA222012594
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 130,000

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVENUE 10TH FLOOR
NEW YORK,NY100174158
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 4,030,000

BLUE DOVE FOUNDATION

1200 ASHWOOD PKWY STE 400
ATLANTA,GA303384749
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

BOULDER CREST

33735 SNICKERSVILLE TURNPIKE
BLUEMONT,VA20135
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 7,567,687

BOUNDLESS ISRAEL

258 WARREN STREET
WALTHAM,MA024537021
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

BOYS TOWN JERUSALEM FOUNDATION OF AMERICA

110 HILLSIDE BLVD SUITE 14
LAKEWOOD,NJ08701
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,500

BUSINESS EXECUTIVES FOR NATIONAL SECURITY

1030 15TH STREET NW SUITE 200 EAST
WASHINGTON,DC200051503
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 10,000

CAMP COLEMAN

1580 SPALDING DRIVE
ATLANTA,GA30350
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

CAMP JUDAEA

1440 SPRING ST NW
ATLANTA,GA303092832
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

CAMP TWIN LAKES

1100 SPRING STREET NW SUITE 260
ATLANTA,GA303092854
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,200,000

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY100050000
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVENUE
CLEVELAND,OH441061712
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 421,355

CENTER FOR ISRAEL EDUCATION

825 HOUSTON MILL ROAD
ATLANTA,GA303294246
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

CHABAD INTOWN

730 PONCE DE LEON PLACE NE
ATLANTA,GA303064287
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

CHABAD OF NORTH FULTON

10180 JONES BRIDGE ROAD
ALPHARETTA,GA300225037
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

CHARTER SCHOOL GROWTH FUND

10901 W 120TH AVENUE SUITE 450
BROOMFIELD,CO800213434
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 666,666

CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION

1575 NORTHEAST EXPRESSWAY
BROOKHAVEN,GA30329
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 4,483,607

CITIZENS FOR NATIONAL SECURITY

4530 HAZLETON LANE
LAKE WORTH,FL33449
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

CITY OF HOPE

1500 DUARTE RD
DUARTE,CA910103012
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,108,536

COLLEGE AIM

825 VIRGINIA PARK CIRCLE NE
ATLANTA,GA30306
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

COMMUNITY FOUNDATION FOR GREATER ATLANTA

191 PEACHTREE STREET NE SUITE 1000
ATLANTA,GA303031741
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

CONGREGATION SHEARITH ISRAEL

1180 UNIVERSITY DR NE
ATLANTA,GA30306
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 20,000

CONSTRUCTION READY

1940 THE EXCHANGE SE SUITE 200
ATLANTA,GA303392028
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 733,056

CREATING CONNECTED COMMUNITIES

PO BOX 500247
ATLANTA,GA31150
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 20,000

DOROTHY AND MYER S KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY

5110 DENSMORE AVENUE
ENCINO,CA914361550
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

DUKE UNIVERSITY

2200 W MAIN STREET SUITE 820
DURHAM,NC27278
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,407,222

EMORY UNIVERSITY

201 DOWMAN DRIVE
ATLANTA,GA30322
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 10,374,887

ENTER THE JEWISH PEOPLEHOOD ALLIANCE

249 ROYAL PALM WAY UITE 301G
PALM BEACH,FL334804333
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

EPSTEIN SCHOOL FOUNDATION

335 COLEWOOD WAY
SANDY SPRINGS,GA303282956
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 7,500

EPSTEIN SCHOOL THE

335 COLEWOOD WAY
ATLANTA,GA303282956
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 65,000

EXVADE BIOSCIENCE

C/O NASSIR MOKARRAM 380A NORTHYARDS
BLVD NW
ATLANTA,GA30313
NONE EXPENDITURE RESPONSI TO SUPPORT RESEARCH FOR TECHNOLOGY USED IN REMOVAL OF CANCEROUS CELLS 472,190

FIRST STEP STAFFING

236 AUBURN AVENUE SUITE 203
ATLANTA,GA303032609
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

FLORIDA ATLANTIC UNIVERSITY FOUNDATION

777 GLADES ROAD AD 295
BOCA RATON,FL33431
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 510,462

FLORIDA EDUCATION FOUNDATION

325 WEST GAINES STREET SUITE 1524
TALLAHASSEE,FL323996533
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,250,000

FOCUS PROJECT THE

6505 WILSHIRE BOULEVARD SUITE 500
LOS ANGELES,CA900484906
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

FOUNDATION FOR DEFENSE OF DEMOCRACIES

1800 M ST NW STE 800-S
WASHINGTON,DC200365876
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,250,000

FOUNDATION FOR JEWISH CAMP

253 WEST 35TH STREET 4TH FLOOR
NEW YORK,NY100011907
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,334,510

FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

FRIENDS OF ELNET

641 LEXINGTON AVENUE FL 20
NEW YORK,NY10022
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

333 SANDY SPRINGS CIRCLE NE SUITE
230
ATLANTA,GA30328
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,378,000

FUND FOR AMERICAN STUDIES THE

1706 NEW HAMPSHIRE AVE NW SUITE 400
WASHINGTON,DC200092502
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 333,334

GEORGIA AQUARIUM

225 BAKER STREET NW
ATLANTA,GA303131809
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

GEORGIA CHARTER SCHOOLS ASSOCIATION LENOX CENTER

3355 LENOX ROAD SUITE 440
ATLANTA,GA30326
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 366,667

GEORGIA COMMISSION ON THE HOLOCAUST

6110 BLUE STONE ROAD
SANDY SPRINGS,GA30328
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

GEORGIA INTERNATIONAL LAW ENFORCEMENT EXCHANGE

ONE PARK PLACE SUITE 533
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 240,000

GEORGIA RESEARCH ALLIANCE

270 PEACHTREE STREET SUITE 2200
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION

58 EDGEWOOD AVENUE 3RD FLOOR
ATLANTA,GA303032921
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 445,221

GEORGIA TECH FOUNDATION

760 SPRING ST NW SUITE 400
ATLANTA,GA303081028
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,440,000

GEORGIA TECH RESEARCH CORPORATION

926 DALNEY STREET NW
ATLANTA,GA303320415
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,078,605

GRADY HEALTH FOUNDATION

191 PEACHTREE STREET SUITE 820
ATLANTA,GA303031755
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,550,000

GRATITUDEAMERICA

PO BOX 16956
FERNANDINA BEACH,FL320353133
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 400,000

HANDS ON ATLANTA

600 MEANS STREET NW SUITE 100
ATLANTA,GA303185799
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 200,000

HAROLD GRINSPOON FOUNDATION

67 HUNT STREET SUITE 100
AGAWAM,MA010011913
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

HASBARA FELLOWSHIPS

228 PARK AVE S 94319
NEW YORK,NY10003
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

HEALTH CONNECT SOUTH FOUNDATION

PO BOX 813723
SMYRNA,GA300818723
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

HEBREW AT THE CENTER

550 COCHITUATE RD EAST WING 4TH
FLOOR SUITE 25
FRAMINGHAM,MA017014600
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

HEBREW ORDER OF DAVID FOUNDATION

300 NELL COURT
ATLANTA,GA303422474
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,000

HILLEL INTERNATIONAL CHARLES AND LYNN SCHUSTERMAN

800 EIGHTH STREET NW
WASHINGTON,DC200013724
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 8,900,000

HILLELS OF GEORGIA

1100 SPRING STREET NW SUITE 810
ATLANTA,GA30309
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,718,410

HONEYMOON ISRAEL FOUNDATION

2406 MT VERNON RD SUITE 130
DUNWOODY,GA30338
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

HOOVER INSTITUTION AT STANFORD UNIVERSITY

434 GALVEZ MALL
STANFORD,CA943056003
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 624,825

IAN'S FRIENDS FOUNDATION

855 MARSEILLES DRIVE
ATLANTA,GA303274343
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

ICENTER THE

95 REVERE DRIVE SUITE D
NORTHBROOK,IL600621585
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,610,853

IMPACTISRAEL

4340 EAST WEST HWY STE 202
BETHESDA,MD208144488
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,300,000

IN THE CITY CAMPS

2897 NORTH DRUID HILLS ROAD SUITE
344
ATLANTA,GA303293807
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

INCOMMUNITY

3301 BUCKEYE RD SUITE 700
ATLANTA,GA303414236
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

INSTITUTE FOR CURRICULUM SERVICES

131 STEUART ST STE 205
SAN FRANCISCO,CA94105
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 113,379

INSTITUTE FOR HUMANE STUDIES

VERNON SMITH HALL 1ST FLOOR 3434
WASHINGTON BOULEVARD
ARLINGTON,VA22201
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

INSTITUTE FOR SCIENCE AND INTERNATIONAL SECURITY

1717 K STREET SUITE 900
WASHINGTON,DC20006
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

INTERNATIONAL ORPHAN CARE

23332 MILL CREEK DR STE 210
LAGUNA HILLS,CA926531679
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 40,000

ISRAEL EMERGENCY ALLIANCE DBA ALUMS FOR CAMPUS FAIRNESS

165 EAST 56TH ST 2ND FLOOR
NEW YORK,NY10022
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

ISRAEL ON CAMPUS COALITION

PO BOX 34640
WASHINGTON,DC20043
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,500,000

ITREK

1460 BROADWAY
NEW YORK,NY100367329
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,360,000

JACOBS LADDER NEURODEVELOPMENTAL LEARNING CENTER INC

407 HARDSCRABBLE RD
ROSWELL,GA300751417
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 20,000

JEFFERSON COUNCIL

108 BERKSHIRE RD
RICHMOND,VA23221
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

JEWISH COMMUNITY LEGACY PROJECT

5256 WEATHERWOOD TRCE
MARIETTA,GA300681749
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 175,000

JEWISH EDUCATION CENTER OF SOUTH FLORIDA

500 NE SPANISH RIVER BLVD STE 15-16
BOCA RATON,FL33431
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 130,000

JEWISH EDUCATION PROJECT

520 8TH AVE 15TH FLOOR
NEW YORK,NY100186507
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 15,700,000

JEWISH EDUCATIONAL LOAN FUND

4549 CHAMBLEE DUNWOODY ROAD
ATLANTA,GA303386210
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 163,000

JEWISH FAMILY & CAREER SERVICES

4549 CHAMBLEE DUNWOODY ROAD
ATLANTA,GA303386210
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 450,309

JEWISH FEDERATION OF GREATER ATLANTA

1440 SPRING STREET
ATLANTA,GA303092832
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,275,000

JEWISH FEDERATION OF SOUTH PALM BEACH

9901 DONNA KLEIN BLVD
BOCA RATON,FL334281756
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 462,500

JEWISH FERTILITY FOUNDATION

2897 N DRUID HILLS ROAD SUITE 146
ATLANTA,GA30329
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 175,500

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 410,000

JEWISH GRANDPARENTS NETWORK

PO BOX 566294
SANDY SPRINGS,GA31156
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 167,000

JEWISH HOMELIFE

3150 HOWELL MILL RD NW
ATLANTA,GA303272108
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA

1101 14TH STREET NW SUITE 1030
WASHINGTON,DC200055635
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 605,333

JEWISH KIDS GROUPS

675 PONCE DE LEON AVE
ATLANTA,GA30308
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 185,000

JEWISH NATIONAL FUND - USA

6065 ROSWELL ROAD SUITE 214
ATLANTA,GA30328
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,000

JEWISH NEWS SYNDICATE

831 BEACON STREET SUITE 272
NEWTON,MA02459
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 200,000

JEWISH-CHRISTIAN DISCOVERY CENTER

3810 GLASGOW RD
MARIETTA,GA33062
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

JOB CREATORS NETWORK FOUNDATION

15455 N DALLAS PARKWAY SUITE 600
ADDISON,TX750016760
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,000,000

JOHNNY MAC SOLDIERS FUND

42395 RYAN ROAD SUITE 112-242
ASHBURN,VA20148
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

JPRO NETWORK

25 BROADWAY SUITE 1700
NEW YORK,NY100041010
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

JUNIOR ACHIEVEMENT OF GEORGIA

275 NORTHSIDE DRIVE NW
ATLANTA,GA303144600
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 87,500

JUNIOR ACHIEVEMENT USA

12320 ORACLE BLVD SUITE 310
COLORADO SPRINGS,CO80921
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 941,500

KAVOD

820 S MONACO PKWY SUITE 234
DENVER,CO80224
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

KENNESAW STATE UNIVERSITY RESEARCH AND SERVICE FOUNDATION

585 COBB AVENUE MAIL DROP 0111
KENNESAW,GA30144
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 400,000

KIPP METRO ATLANTA SCHOOLS

1445 MAYNARD RD NW
ATLANTA,GA303311109
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,493,600

LEADING EDGE

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 125,000

LEKOTEK OF GEORGIA

1901 MONTREAL RD SUITE 126
TUCKER,GA300845247
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 35,000

LEUKEMIA AND LYMPHOMA SOCIETY

3 INTERNATIONAL DR STE 200
RYE BROOK,NY105737501
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

LOST TRIBE

235 E 87TH STREET APT 5D
NEW YORK,NY946074139
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 550,000

LOUIS D BRANDEIS CENTER

1717 PENNSYLVANIA AVENUE NW SUITE
1025
WASHINGTON,DC200063951
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 426,000

MARCUS AUTISM CENTER

1920 BRIARCLIFF ROAD
BROOKHAVEN,GA303292401
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,212,796

MARCUS JEWISH COMMUNITY CENTER OF ATLANTA

5342 TILLY MILL RD
DUNWOODY,GA303384426
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 556,113

MEMRI

1411 K STREET NW
WASHINGTON,DC20005
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

MOISHE HOUSE

5802 MONROE ROAD
CHARLOTTE,NC28212
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

MOMENTUM UNLIMITED

6101 EXECUTIVE BLVD SUITE 240
ROCKVILLE,MD208523953
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

NEFESH B'NEFESH

50 EISENHOWER DRIVE
PARAMUS,NJ076521429
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,000,000

NERANENAH

1440 SPRING STREET NW
ATLANTA,GA30309
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 200,000

NEW CRITERION THE

900 BROADWAY 602
NEW YORK,NY100031237
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

NGO MONITOR

1121 N BETHLEHEM PIKE SUITE 60 PMB
225
SPRING HOUSE,PA194771102
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

NO LEFT TURN IN EDUCATION

1318 CLUB HOUSE ROAD
GLADWYNE,PA190350178
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

ODYSSEY FAMILY COUNSELING CENTER

1919 JOHN WESLEY AVENUE
COLLEGE PARK,GA303373605
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

ONETABLE

228 PARK AVE S STE 77191
NEW YORK,NY10003
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

OPENDOR MEDIA

11110 WEST OAKLAND PARK BOULEVARD
SUITE 288
SUNRISE,FL333516808
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 350,000

ORIGINAL SIX FOUNDATION

PO BOX 2246
COLUMBIA,SC29202
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

ORT AMERICA INC

75 MAIDEN LANE ROOM 10
NEW YORK,NY10038
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,000

PASSAGES AMERICA ISRAEL

950 W BETHANY DR SUITE 300
ALLEN,TX75013
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,000,000

PHILANTHROPY ROUNDTABLE

1120 20TH ST NW SUITE 550 SOUTH
WASHINGTON,DC200363580
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

PHILOS PROJECT THE

12 E 33RD STREET 2ND FLOOR
NEW YORK,NY100165092
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

PIEDMONT HEALTHCARE FOUNDATION

2001 PEACHTREE ROAD NE SUITE 400
ATLANTA,GA303091476
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,000,000

PRAGERU

15021 VENTURA BLVD 552
SHERMAN OAKS,CA914032442
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,000,000

PRIZMAH CENTER FOR JEWISH DAY SCHOOLS

254 WEST 54 STREET 11TH FLOOR
NEW YORK,NY100195516
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

QUALITY GROWTH INSTITUTE

5901-C PEACHTREE DUNWOODY ROAD
SUITE 500
ATLANTA,GA303287190
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

RAMAH DAROM

6400 POWERS FERRY RD
ATLANTA,GA303392907
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 620,000

SAFE

1111 19TH ST NW STE 406
WASHINGTON,DC200363627
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 350,000

SALVATION ARMY THE

1000 CENTER PLACE NW
NORCROSS,GA303292018
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

SCHOLARS FOR PEACE IN THE MIDDLE EAST

19 MAPLE AVE
BALA CYNWYD,PA190043133
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

SECOND HELPINGS ATLANTA

970 JEFFERSON STREET NW SUITE 5
ATLANTA,GA30318
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

SHARSHERET

1086 TEANECK ROAD SUITE 2G
TEANECK,NJ076664855
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

SLAM FOUNDATION

604 NW 12TH AVE
MIAMI,FL33136
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 151,000

SOUTHEASTERN LEGAL FOUNDATION

560 W CROSSVILLE ROAD SUITE 104
ROSWELL,GA300757509
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 430,000

SPIRIT OF AMERICA WORLDWIDE

3033 WILSON BOULEVARD SUITE 700
ARLINGTON,VA222013868
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,500,000

SUNRISE ASSOCIATION

11 NEIL COURT
OCEANSIDE,NY115725815
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

SUPPORTING AND HELPING ASYLEES AND REFUGEES

PO BOX 264
NORWICH,VT05055
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 29,000

TAMID GROUP

625 KENMOOR AVE SE STE 350 45052
GRAND RAPIDS,MI49546
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

TEAM RED WHITE & BLUE

198 14TH STREET NW
ATLANTA,GA30318
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,500,000

TEAM RUBICON

214 MAIN STREET 354
EL SEGUNDO,CA902450000
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

TEMIMA HIGH SCHOOL

1839 LAVISTA RD NE
ATLANTA,GA303293819
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

TEMPLE THE

1589 PEACHTREE STREET NE
ATLANTA,GA303092524
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 285,000

THE CIRLCE FOR CHILDREN

2993 ANDREWS DR NW
ATLANTA,GA30305
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,000

THE HIGH MUSEUM

1280 PEACHTREE STREET NE
ATLANTA,GA30309
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 15,000

THOMAS JEFFERSON UNIVERSITY HOSPITAL

925 CHESTNUT STREET SUITE 120
PHILADELPHIA,PA19107
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,979,839

TOMMY NOBIS CENTER

1480 BELLS FERRY RD
MARIETTA,GA300666014
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

TORAH DAY SCHOOL OF ATLANTA

1985 LAVISTA ROAD
ATLANTA,GA303293842
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

TRADE TALKS

3445 PEACHTREE ROAD SUITE 1150
ATLANTA,GA303263251
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

TRYBAL GATHERINGS

1867 BEACON STREET 2
BROOKLINE,MA02445
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

TULANE UNIVERSITY

6823 ST CHARLES AVE 8375
NEW ORLEANS,LA701185698
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

TURNING POINT USA

4940 EAST BEVERLY ROAD
PHOENIX,AZ850445403
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,500,000

UNITED STATES CENTER FOR CIVIC ENGAGEMENT

PO BOX 3789
CARTERSVILLE,GA301201714
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 224,300

UNIVERSITY OF CHICAGO ALUMNI RELATIONS AND DEVELOPMENT

5235 S HARPER COURT
CHICAGO,IL60615
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 114,172

UNIVERSITY OF COLORADO FOUNDATION

1800 GRANT STREET SUITE 725
DENVER,CO802031114
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,250,000

UNVIERSITY OF GEORGIA RESEARCH FOUNDATION

150 PAUL D COVERDELL CENTER 500 DW
BROOKS DRIVE
ATHENS,GA306020001
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 30,000

UNIVERSITY OF MIAMI MEDICAL DEVELOPMENT AND ALUMNI RELATIONS

1501 NW 9TH AVENUE 2ND FLOOR
MIAMI,FL33136
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 267,125

UNIVERSITY OF SOUTHERN CALIFORNIA

3551 TROUSDALE PKWY
LOS ANGELES,CA90007
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 4,658,504

UPSTART

1111 BROADWAY 3RD FLOOR
OAKLAND,CA946074139
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

WARRIOR ALLIANCE THE

800 BATTERY AVE SE SUITE 130
ATLANTA,GA303395107
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

WEBER SCHOOL THE

6751 ROSWELL ROAD
ATLANTA,GA303282501
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

WOODRUFF ARTS CENTER

1280 PEACHTREE STREET NE
ATLANTA,GA303093502
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

YEHUDI

3790 ROYAL PALM AVE
MIAMI BEACH,FL331403942
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

YESHIVA OHR YISRAEL OF ATLANTA

1458 HOLLY LANE NE
ATLANTA,GA303293553
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

YOUNG JUDAEA

575 EIGHTH AVENUE 11TH FLOOR
NEW YORK,NY100183011
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

ZIONIST ORGANIZATION OF AMERICA

633 3RD AVENUE SUITE 31B
NEW YORK,NY100178165
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

TAPESTRY PUBLIC CHARTER SCHOOL

3130 RAYMOND DRIVE
DORAVILLE,GA30340
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,543,985
Total .................................right arrow 3a 169,731,413
bApproved for future payment

6 POINTS SPORTS ACADEMY
633 THIRD AVE 7TH FLOOR
NEW YORK,NY10017
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

ALFRED & ADELE DAVIS ACADEMY THE
8105 ROBERTS DRIVE
ATLANTA,GA30350
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

ATLANTA JEWISH ACADEMY
5200 NORTHLAND DRIVE
ATLANTA,GA30342
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

BOYS TOWN JERUSALEM FOUNDATION OF AMERICA
110 HILLSIDE BLVD SUITE 14
LAKEWOOD,NJ08701
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 7,500

BUSINESS EXECUTIVES FOR NATIONAL SECURITY
1030 15TH STREET NW SUITE 200 EAST
WASHINGTON,DC200051503
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 10,000

CAMP COLEMAN
1580 SPALDING DRIVE
ATLANTA,GA30350
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

CAMP JUDAEA
1440 SPRING ST NW
ATLANTA,GA303092832
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

CHABAD OF NORTH FULTON
10180 JONES BRIDGE ROAD
ALPHARETTA,GA300225037
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

EPSTEIN SCHOOL
335 COLEWOOD WAY
ATLANTA,GA303282956
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

FOUNDATION FOR JEWISH CAMP
253 WEST 35TH STREET 4TH FLOOR
NEW YORK,NY100011907
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,675,212

JCC ASSOCIATION OF NORTH AMERICA
520 8TH AVE 4TH FLOOR
NEW YORK,NY100184393
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,000,000

JEWISH FEDERATION OF GREATER ATLANTA
1440 SPRING ST NW
ATLANTA,GA303092832
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,600,000

JEWISH KIDS GROUPS
675 PONCE DE LEON AVE NE SUITE 8500
ATLANTA,GA30308
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

NORMANDY INSTITUTE
2 FIFTH AVENUE APT 8M
NEW YORK,NY10011
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

RAMAH DAROM
6400 POWERS FERRY RD SUITE 215
ATLANTA,GA30339
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 120,000

TEMIMA HIGH SCHOOL
1839 LAVISTA RD NE
ATLANTA,GA303293819
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

TORAH DAY SCHOOL OF ATLANTA
1985 LAVISTA ROAD
ATLANTA,GA303293842
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SW
WASHINGTON,DC200242126
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 4,721,026

THE WEBER SCHOOL
6751 ROSWELL ROAD
SANDY SPRINGS,GA30328
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

YESHIVA OHR YISRAEL OF ATLANTA
1458 HOLLY LANE NE
ATLANTA,GA303293553
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000
Total ................................. right arrow 3b 13,068,738
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 1,887,995  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 513130 89,250      
8 Gain or (loss) from sales of assets other than
inventory ............
523000 59,846 18 -4,487,109  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 149,096 -2,599,114 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-2,450,018
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE MARCUS FOUNDATION INC
 
Employer identification number

58-1815651
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE MARCUS FOUNDATION INC
 
Employer identification number
58-1815651
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
BERNARD MARCUS
1266 W PACES FERRY RD 615
 
ATLANTA, GA30327

$ 79,800,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
BERNARD MARCUS
1266 W PACES FERRY RD 615
 
ATLANTA, GA30327

$ 25,536,700


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE MARCUS FOUNDATION INC
 
Employer identification number

58-1815651
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
70000 SHARES OF HOME DEPOT STOCK @ 364.81 PER SHARE $ 25,536,700 2022-01-31
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE MARCUS FOUNDATION INC
 
Employer identification number

58-1815651
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 70,280 35,140   35,140

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TY 2022 DepreciationSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE FURNITURE 2002-04-06 34,632 24,242 SL 7.000000000000 0 0    
OFFICE FURNITURE 2002-10-04 1,639 1,147 SL 7.000000000000 0 0    
OFFICE FURNITURE 2002-10-04 803 562 SL 7.000000000000 0 0    
OFFICE FURNITURE 2002-10-04 9,712 6,798 SL 7.000000000000 0 0    
OFFICE FURNITURE 2002-10-31 1,572 1,100 SL 7.000000000000 0 0    
BOARDROOM MATS 2003-01-29 2,410 1,687 SL 5.000000000000 0 0    
BOARDROOM FURNITURE 2003-01-31 36,924 25,847 SL 7.000000000000 0 0    
BOOKCASES 2003-03-31 1,405 983 SL 7.000000000000 0 0    
TABLES 2003-06-10 1,095 547 SL 7.000000000000 0 0    
ROLLING CART 2003-06-26 1,971 985 SL 7.000000000000 0 0    
BOARDROOM FURNITURE 2003-07-09 28,253 14,126 SL 7.000000000000 0 0    
BOARDROOM FURNITURE 2003-09-24 15,000 7,500 SL 7.000000000000 0 0    
LHI 2004-12-31 871,353 871,353 SL 11.000000000000 0 0    
OFFICE FURNITURE 2004-06-18 2,000 1,000 SL 7.000000000000 0 0    
OFFICE EQUIPMENT 2004-06-29 6,485 3,242 SL 7.000000000000 0 0    
OFFICE EQUIPMENT 2004-08-02 4,701 2,350 SL 7.000000000000 0 0    
CORP ENVIRONMENTS FURNITURE 2004-12-01 23,606 11,803 SL 7.000000000000 0 0    
BC GROUP FURNITURE 2004-12-20 15,597 7,798 SL 7.000000000000 0 0    
CHINA/FLATWARE 1999-01-21 2,082 2,082 SL 5.000000000000 0 0    
LHI 2004-12-31 271,044 271,044 SL 11.000000000000 0 0    
LHI 2005-06-01 29,501 29,501 SL 10.580000000000 0 0    
LHI 2005-12-31 54,490 54,490 SL 10.000000000000 0 0    
LHI 2005-12-31 32,168 32,168 SL 10.000000000000 0 0    
FURNITURE 2005-01-27 8,601 8,601 SL 7.000000000000 0 0    
FURNITURE 2005-02-09 620 620 SL 7.000000000000 0 0    
FURNITURE 2005-03-28 3,766 3,766 SL 7.000000000000 0 0    
FURNITURE 2005-04-04 21,638 21,638 SL 7.000000000000 0 0    
OFFICE EQUIPMENT 2005-04-18 12,768 12,768 SL 7.000000000000 0 0    
FURNITURE 2005-04-18 2,655 2,655 SL 7.000000000000 0 0    
OFFICE FURNISHINGS 2005-06-02 2,875 2,875 SL 7.000000000000 0 0    
FURNITURE 2005-06-15 35,143 35,143 SL 7.000000000000 0 0    
FURNITURE 2005-07-12 2,349 2,349 SL 7.000000000000 0 0    
FURNITURE 2005-08-23 13,951 13,951 SL 7.000000000000 0 0    
FURNISHINGS 2005-09-21 2,514 2,514 SL 7.000000000000 0 0    
FURNITURE - WORKSTATION 2006-08-30 4,871 4,871 SL 7.000000000000 0 0    
LHI 2006-09-07 70,012 47,977 SL 9.330000000000 0 0    
OFFICE FURNISHINGS 2017-03-31 5,369 3,644 SL 7.000000000000 767 0    
AVI SYSTEM OFFICE HUB 2021-08-23 30,353 2,529 SL 5.000000000000 6,071 0    
LHI 2021-12-31 53,001   SL 7.080000000000 7,483 0    
KITCHEN APPLIANCES 2022-05-02 7,907   SL 5.000000000000 1,054 0    
LHI 2022-12-31 39,086   SL 10.000000000000 0 0    
LHI - 3RD FLOOR - LOBBY BATHROOM 2022-02-24 76,710   SL 7.420000000000 8,619 0    
LHI - 3RD FLOOR - KITCHEN, CARPET, WINDOW TREATMENTS 2022-08-25 102,588   SL 7.080000000000 4,828 0    
LHI - 2ND FLOOR 2022-12-31 50,240   SL 10.000000000000 0 0    

TY 2022 DistributionFromCorpusElection
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
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 2022 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).2022 QUALIFYING DISTRIBUTIONS: $105,336,700THIS ELECTION IS MADE BY FOUNDATION MANAGER, DOUGLAS DINAPOLI, CFO, AS PART OF THE ELECTRONICALLY FILED ANNUAL RETURN.

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TY 2022 ExpenditureResponsibilityStmt
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
EXVADE BIOSCIENCE
 
380A NORTHYARDS BLVD NW
ATLANTA,GA30313
2021-08-20 944,380 FUNDS WILL BE USED TO SUPPORT CONTINUING RESEARCH WORK ON A TUMOR MONORAIL DEVICE (A MININALLY INVASIVE DRAIN TUMOR "EXVOSION" DEVICE). 944,380 NO FUNDS HAVE BEEN DIVERTED.   2022-06-30 ALL GRANT FUNDS WERE EXPENDED FOR MEDICAL RESEARCH PURPOSES AND THAT GRANT FUNDS WERE NOT USED TO ATTEMPT TO INFLUENCE LEGISLATION OR THE OUTCOME OF ANY SPECIFICPUBLIC ELECTION; TO CARRY ON, DIRECTLY OR INDIRECTLY, ANY VOTER REGISTRATION DRIVE; TO MAKE GRANTS TO INDIVIDUALS OR TO OTHER NONCHARITABLE ORGANIZATIONS OR UNDERTAKE ANY ACTIVITIES FOR A NON-CHARITABLE PURPOSE.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

TY 2022 InvestmentsCorpStockSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 49,904,645 49,904,645

TY 2022 InvestmentsOtherSchedule2
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS FMV 34,502,163 34,502,163

TY 2022 LandEtcSchedule2
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNITURE 34,632 34,632 0  
OFFICE FURNITURE 1,639 1,639 0  
OFFICE FURNITURE 803 803 0  
OFFICE FURNITURE 9,712 9,712 0  
OFFICE FURNITURE 1,572 1,572 0  
BOARDROOM MATS 2,410 2,410 0  
BOARDROOM FURNITURE 36,924 36,924 0  
BOOKCASES 1,405 1,405 0  
TABLES 1,095 1,095 0  
ROLLING CART 1,971 1,971 0  
BOARDROOM FURNITURE 28,253 28,253 0  
BOARDROOM FURNITURE 15,000 15,000 0  
LHI 871,353 871,353 0  
OFFICE FURNITURE 2,000 2,000 0  
OFFICE EQUIPMENT 6,485 6,485 0  
OFFICE EQUIPMENT 4,701 4,701 0  
CORP ENVIRONMENTS FURNITURE 23,606 23,606 0  
BC GROUP FURNITURE 15,597 15,597 0  
CHINA/FLATWARE 2,082 2,082 0  
LHI 271,044 271,044 0  
LHI 29,501 29,501 0  
LHI 54,490 54,490 0  
LHI 32,168 32,168 0  
FURNITURE 8,601 8,601 0  
FURNITURE 620 620 0  
FURNITURE 3,766 3,766 0  
FURNITURE 21,638 21,638 0  
OFFICE EQUIPMENT 12,768 12,768 0  
FURNITURE 2,655 2,655 0  
OFFICE FURNISHINGS 2,875 2,875 0  
FURNITURE 35,143 35,143 0  
FURNITURE 2,349 2,349 0  
FURNITURE 13,951 13,951 0  
FURNISHINGS 2,514 2,514 0  
FURNITURE - WORKSTATION 4,871 4,871 0  
LHI 70,012 47,977 22,035  
OFFICE FURNISHINGS 5,369 4,411 958  
AVI SYSTEM OFFICE HUB 30,353 8,600 21,753  
LHI 53,001 7,483 45,518  
KITCHEN APPLIANCES 7,907 1,054 6,853  
LHI 39,086 0 39,086  
LHI - 3RD FLOOR - LOBBY BATHROOM 76,710 8,619 68,091  
LHI - 3RD FLOOR - KITCHEN, CARPET, WINDOW TREATMENTS 102,588 4,828 97,760  
LHI - 2ND FLOOR 50,240 0 50,240  


TY 2022 LegalFeesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 116,500 0   116,500


TY 2022 MortgagesAndNotesPayableSch
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Total Mortgage Amount:  

Item No. 1
Lender's Name SUNTRUST BANK
Lender's Title  
Relationship to Insider NONE
Original Amount of Loan 140,000
Balance Due 423,773,480
Date of Note 2007-07
Maturity Date 2023-03
Repayment Terms REVOLVING, INTEREST AT SOFR+
Interest Rate 0.986000000000
Security Provided by Borrower PLEDGE OF HOME DEPOT STOCK
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  


TY 2022 OtherAssetsSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
REAL ESTATE HELD FOR DONATION 2,131,263    
ROU ASSET - OPERATING LEASES   2,497,841 2,497,841


TY 2022 OtherDecreasesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Amount
BOOK/TAX DIFFERENCES ON RECOGNITION OF K-1 INCOME 421,115
BOOK/TAX DIFFERENCES ON ROU ASSETS 404,259
UNREALIZED DEPRECIATION ON INVESTMENT PORTFOLIO 7,574,427


TY 2022 OtherExpensesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER SUPPORT 187,557 18,756   168,801
DUES AND SUBSCRIPTIONS 19,911 0   19,911
EDUCATION & TRAINING 5,131 0   5,131
EQUIPMENT EXPENSE 20,406 2,041   18,365
INSURANCE 55,352 5,535   49,817
MISCELLANEOUS 245,231 0   245,231
OFFICE SUPPLIES AND EXPENSES 84,322 8,432   75,890
POSTAGE AND SHIPPING 3,681 0   3,681
PROGRAM RELATED EXPENSES 258,088 0   258,088
ADMINISTRATIVE EXPENSE 103,595 10,360   93,235
AUTO EXPENSE 25,699 0   25,699
BANK CHARGES 2,363 0   2,363
BOOK EXPENSE 331,893 0   331,893


TY 2022 OtherIncomeSchedule2
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 89,250 89,250 89,250


TY 2022 OtherIncreasesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Amount
BOOK/TAX DIFFERENCES ON GRANTS PAID 3,543,985


TY 2022 OtherLiabilitiesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Beginning of Year - Book Value End of Year - Book Value
PAYABLE TO AFFILIATE 180,945 497,801
ACCRUED INTEREST PAYABLE 903,620 4,133,622
OTHER LIABILITIES 16,070 0
OPERATING LEASE LIABILITY - CURRENT PORTION 0 370,977
OPERATING LEASE LIABILITY, NET OF CURRENT PORTION 0 2,531,123


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TY 2022 OtherNotesLoansRcvblLongSch
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
TAPESTRY SCHOOL INC NONE 3,543,985 0 2015-04 2022-07 NONINTEREST BEARING, LINE OF CREDIT 0 % CERTAIN REAL PROPERTY LINE OF CREDIT CERTAIN REAL PROPERTY 0
EARLITEC DIAGNOSTICS INC   2,800,000 10,522,066 2020-03 2032-03 INTEREST BEARING, LINE OF CREDIT 800.0000000000 % CERTAIN ASSETS, INCLUDING INTELLECTUAL PROPERTY LINE OF CREDIT CERTAIN ASSETS, INCLUDING INTELLECTUAL PROPERTY 10,522,066

TY 2022 OtherProfessionalFeesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 168,713 168,713   0
OTHER PROFESSIONAL FEES 447,900 0   447,900


TY 2022 TaxesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 107,771 0   0
OTHER TAX & LICENSES 6,369 0   6,369
PAYROLL TAX 137,062 13,706   123,356