LISA AND ALAN ENGEL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LISA AND ALAN ENGEL FOUNDATION (EIN 63-0989498)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-20
IRS object ID
202401419349100215
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-20T09:44:10-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454084437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN630989498EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA AND ALAN ENGEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone2052214000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 FINANCIAL CENTERAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN ENGELPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2052214000PhoneNum
Signature2024-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALANPersonFirstNm
Person LastENGELPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY WATTSPreparerPersonNm
PTINP01464575PTIN
Phone2059794100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$308,947FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,327DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,327DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,763NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$188,371GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,763CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$11OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$10,101TotalRevAndExpnssAmt
Total Net Invst Incm$10,101TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,953LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,215LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$738LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,275AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$425AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,499OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,499OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$312TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$622OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$467OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$155OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,086TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,456TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,318TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$190,922ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$190,922ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$198,008TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,456TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$192,240TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$187,907ExcessRevenueOverExpensesAmt
Net Investment Income$4,645NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$74,171SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$58,518SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,518SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$180,498CorporateStockBOYAmt
Corporate Stock EOY$120,024CorporateStockEOYAmt
Corporate Stock EOYFMV$201,961CorporateStockEOYFMVAmt
Corporate Bonds BOY$127,036CorporateBondsBOYAmt
Corporate Bonds EOY$47,230CorporateBondsEOYAmt
Corporate Bonds EOYFMV$48,468CorporateBondsEOYFMVAmt
Total Assets BOY$381,705TotalAssetsBOYAmt
Total Assets EOY$225,772TotalAssetsEOYAmt
Total Assets EOYFMV$308,947TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$381,705CapitalStockBOYAmt
Capital Stock EOY$225,772CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$381,705TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$225,772TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$381,705TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$225,772TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$381,705TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$187,907ExcessRevenueOverExpensesAmt
Other Increases$31,974OtherIncreasesAmt
Subtotal$225,772SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$225,772TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STATE STREET BANK & TRUST COMPANY ACCT# 8621 STCGP2023-12-31$46,175$52,354-$6,179-$6,179
STATE STREET BANK & TRUST COMPANY ACCT# 8621 LTCGP2023-12-31$142,196$133,254$8,942$8,942
FieldValueIRS element (for citing)
Capital Gain Net Income$2,763CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$6,179NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$65InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$65SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$65TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$65TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARK PFLAUM CPAIndividualWithBooksNm
Phone2055216311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1505 20TH STREET NORTH SUITE 1150AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LISA R ENGEL
3547 KINGSHILL ROADBIRMINGHAMAL35223PRESIDENT/ DIRECTOR7.50$0$0$0
ALAN Z ENGEL
3547 KINGSHILL ROADBIRMINGHAMAL35223VP/ SECRETARY/DIRECTOR1.00$0$0$0
ANDREA ENGEL HINES
1710 RIDGE ROADHOMEWOODAL35209TREASURER/ DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$331,532AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,445AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$386,977TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$386,977AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,805CashDeemedCharitableAmt
Net Vl Noncharitable Assets$381,172NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,059MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,059MinimumInvestmentReturnAmt
Tax Based On Investment Income$65TaxBasedOnInvestmentIncomeAmt
Total Tax$65TotalTaxAmt
Distributable Before Adj$18,994DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,994DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,994DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$192,240ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$192,240QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,994DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$118,688ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$104,536ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$158,818ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$167,735ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$157,230ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$707,007TotalExcessDistributionCyovAmt
Qualifying Distributions$192,240QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,994AppliedToCurrentYearAmt
Remaining Distri From Corpus$173,246RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$880,253TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$118,688ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$761,565ExcessDistriCyovToNextYrAmt
Excess From Year4$104,536ExcessFromYear4Amt
Excess From Year3$158,818ExcessFromYear3Amt
Excess From Year2$167,735ExcessFromYear2Amt
Excess From Year1$157,230ExcessFromYear1Amt
Excess From Current Year$173,246ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALAN Z ENGELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABERCROMBIE & KENT PHILANTHROPY
1411 OPUS PL STE 300DOWNERS GROVEIL60515NONEPCCIVIC$500
ACLU OF ALABAMA FOUNDATION
PO BOX 6179MONTGOMERYAL36106NONEPCCIVIC$2,500
ALABAMA APPLESEED CENTER
2 OFFICE PARK CIRCLE STE 10BIRMINGHAMAL35223NONEPCCIVIC$500
ALABAMA POSSIBLE
1016 19TH STREET SOUTHBIRMINGHAMAL35205NONEPCCIVIC$500
ALABAMA SYMPHONY ORCHESTRA
3621 SIXTH AVENUE SOUTHBIRMINGHAMAL35222NONEPCCIVIC$250
ALIRP
2641 PADEN PLACEBIRMINGHAMAL35226NONEPCCIVIC$1,000
ALYS STEPHENS CENTER
1200 10TH AVE SBIRMINGHAMAL35294NONEPCCIVIC$2,500
ALZHEIMER'S OF CENTRAL ALABAMA
300 OFFICE PARK DR STE 225BIRMINGHAMAL35223NONEPCMEDICAL$150
AMERICAN FRIENDS OF LEKET ISRAEL
PO BOX 2090TEANECKNJ07666NONEPCCIVIC$500
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001NONEPCCIVIC$40,016
BETH-EL CONGREGATION
8101 PARK HEIGHTS AVENUEPIKESVILLEMD21208NONEPCRELIGIOUS$18
BIRMINGHAM JEWISH FEDERATION
3966 MONTCLAIR RDBIRMINGHAMAL35213NONEPCCIVIC$108
BIRMINGHAM JEWISH FOUNDATION
3966 MONTCLAIR RDBIRMINGHAMAL35213NONEPCCIVIC$12,216
BIRMINGHAM MUSEUM OF ART
2000 REVEREND ABRAHAM WOODS JRBIRMINGHAMAL35203NONEPCCIVIC$2,500BOULEVARD
BIRMINGHAM ZOO
2630 CAHABA RDBIRMINGHAMAL35223NONEPCCIVIC$1,000
BLOOM HILLEL
380 9TH STTUSCALOOSAAL35401NONEPCCIVIC$500
CHABAD OF ALABAMA
3040 OVERTON ROADBIRMINGHAMAL35223NONEPCCIVC$15,360
CHILDCARE RESOURCES
244 W VALLEY AVEBIRMINGHAMAL35209NONEPCCIVIC$500
COLLATT JEWISH FAMILY SERVICES
3940 MONTCLAIR RD 205BIRMINGHAMAL35213NONEPCRELIGIOUS$6,454
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPCCIVIC$500
GRAFMAN ENDOWMENT FUND
2100 HIGHLAND AVEBIRMINGHAMAL35205NONEPCCIVIC$36
GREATER BIRMINGHAM HUMANE SOCIETY
300 SNOW DRIVEBIRMINGHAMAL35209NONEPCCIVIC$25
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632NONEPCCIVIC$25
HADASSAH
40 WALL STREETNEW YORKNY10005NONEPCRELIGIOUS$1,000
HAROLD GRINSPOON FOUNDATION
67 HUNT STREET SUITE 100AGAWAMMA01001NONEPCCIVIC$720
HEART GALLERY OF ALABAMA
3100 INDEPENDENCE DR SUITE 200BIRMINGHAMAL35209NONEPCCIVIC$500
IMPACT AMERICA
601 BEACON PKWY W SUITE 102BIRMINGHAMAL35209NONEPCCIVIC$1,550
IMPACT ISRAEL
4340 E W HWY 202BETHESDAMD20814NONEPCCIVIC$5,180
INDIAN SPRINGS SCHOOL
190 WOODWARD DRPELHAMAL35124NONEPCEDUCATIONAL$4,050
JARC
6735 TELEGRAPH ROAD SUITE 100BLOOMFIELD HILLSMI48301NONEPCCIVIC$36
JEWISH FERTILITY FOUNDATION
2897 N DRUID HILLS ROAD NEATLANTAGA30329NONEPCCIVIC$500
JOINT DISTRIBUTION COMMITTEE
220 E 42ND STNEW YORKNY10017NONEPCCIVIC$5,400
KNESSETH ISRAEL CONGREGATION
3100 OVERTON RDBIRMINGHAMAL35223NONEPCRELIGIOUS$180
LEADERSHIP BIRMINGHAM
1710 6TH AVENUE NORTH 12TH FLOORBIRMINGHAMAL35203NONEPCCIVIC$250
LEVITE JEWISH COMMUNITY CENTER
3960 MONTCLAIR RDBIRMINGHAMAL35213NONEPCRELIGIOUS$2,500
LEWY BODY DEMENTIA ASSOCIATION
912 KILLIAN HILL ROAD SWLILBURNGA30047NONEPCMEDICAL$50
MANAGEMENT LEADERSHIP FOR TOMORROW
1331 L ST NWWASHINGTON DCDC20005NONEPCCIVIC$500
NE MILES JEWISH DAY SCHOOL
4000 MONTCLAIR RDBIRMINGHAMAL35213NONEPCEDUCATIONAL$17,500
NATIONAL ALLIANCE ON MENTAL ILLNESS
PO BOX 550039BIRMINGHAMAL35255NONEPCCIVIC$250
NATIONAL MS SOCIETY
22OO WOODCREST PLACE SUITE 230BIRMINGHAMAL35209NONEPCCIVIC$180
NORTHWESTERN UNIVERSITY
633 CLARK STEVANSTONIL60208NONEPCEDUCATIONAL$7,500
OASIS COUNSELING BIRMINGHAM
1900 14TH AVE SBIRMINGHAMAL35205NONEPCCIVIC$1,000
ONE PLACE METRO AL FAMILY JUSTICE CTR
3613 6TH AVE SBIRMINGHAMAL35222NONEPCCIVIC$1,000
PLANNED PARENTHOOD SOUTHEAST
1211 27TH PLACE SOUTHBIRMINGHAMAL35205NONEPCMEDICAL$1,300
PLANNED PARENTHOOD
123 WILLIAM STNEW YORKNY10038NONEPCMEDICAL$500
QUARTERBACKING CHILDREN'S HEALTH
2019 4TH AVE N SUITE 101BIRMINGHAMAL35203NONEPCCIVIC$150
RAMAH DAROM
70 CAMP DAROMCLAYTONGA30525NONEPCRELIGIOUS$1,000
RANSOM EVERGLADES SCHOOL
3575 MAIN HWYMIAMIFL33133NONEPCEDUCATIONAL$250
RED MOUNTAIN THEATER
301 19TH ST NBIRMINGHAMAL35205NONEPCCIVIC$7,500
STIAR BIRMINGHAM
3703 5TH AVE SOUTH SUITE 400BIRMINGHAMAL35222NONEPCEDUCATIONAL$250
TEACH FOR AMERICA ALABAMA
2301 1ST AVE NBIRMINGHAMAL35203NONEPCEDUCATIONAL$500
TEMPLE BETH-EL
2179 HIGHLAND AVEBIRMINGHAMAL35205NONEPCRELIGIOUS$11,412
TEMPLE EMANU-EL
2100 HIGHLAND AVEBIRMINGHAMAL35205NONEPCRELIGIOUS$1,126
TERRIFIC NEW THEATRE
PO BOX 130368BIRMINGHAMAL35213NONEPCCIVIC$1,000
THE EXECPTIONAL FOUNDATION
1616 OXMOOR ROADBIRMINGHAMAL35209NONEPCCIVIC$500
THE MIKE SLIVE FOUNDATION
PO BOX 530748BIRMINGHAMAL35253NONEPCCIVIC$100
THE MORGAN PROJECT
4100 N WICKHAM ROAD SUITE 107AMELBOURNEFL32935NONEPCCIVIC$250
THE WOMEN'S FOUNDATION OF ALABAMA
2201 5TH AVE S SUITE 110BIMRINGHAMAL35233NONEPCCIVIC$5,100
TORAH FUND
3080 BROADWAYNEW YORKNY10027NONEPCRELIGIOUS$180
TRANSGENDER LAW CENTER
PO BOX 70976OAKLANDCA94612NONEPCCIVIC$500
UAB ATHLETICS FOUNDATION
1720 2ND AVE SOUTHBIRMINGHAMAL35294NONEPCCIVIC$1,000
UNITED ABILITY
100 OSLO CIRBIRMINGHAMAL35211NONEPCCIVIC$1,000
UNITED STATES HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024NONEPCEDUCATIONAL$2,500
UNIVERSITY OF ALABAMA
739 UNIVERSITY BLVDTUSCALOOSAAL35487NONEPCEDUCATIONAL$10,000
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT STREET SUITE 725DENVERCO80203NONEPCEDUCATIONAL$5,000
USC SHOAH FOUNDATION
650 WEST 35TH STREET SUITE 401LOS ANGELESCA90007NONEPCCIVIC$1,000
WOODLAWN UNITED
5529 1ST AVE SBIRMINGHAMAL35212NONEPCCIVIC$1,000
YWCA OF CENTRAL ALABAMA
309 23RD STREET NBIRMINGHAMAL35203NONEPCCIVIC$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$190,922TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,327ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,763ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,101ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,101TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,700Amt
Net Investment Income$1,275NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$425DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$47,230EOYBookValueAmt
EOYFMV$48,468EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$120,024EOYBookValueAmt
EOYFMV$201,961EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,953LegalFeesAmt
Net Investment Income$2,215NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$738DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$549$412$0$137
POSTAGE AND SHIPPING$73$55$0$18

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$11RevenueAndExpensesPerBooksAmt
Net Investment Income$11NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE IN FMV AND NBV OF DONATED STOCKDesc
Amt$31,974Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$1,498$1,498$0$0
ADR FEE$1$1$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$312Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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