THE ENGEL FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ENGEL FOUNDATION INC (EIN 20-0892371)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202411349349101846
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T10:41:05-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200892371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENGEL FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CROWNE PARTNERS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGE | BusinessNameControlTxt |
| Phone | 2053283120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 NORTH 20TH STREET 1150 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ILENE ENGEL PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2053283120 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ILENE | PersonFirstNm |
| Person Last | ENGEL PRESIDENT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY WATTS | PreparerPersonNm |
| PTIN | P01464575 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,701 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,993 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,289 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $245 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $184 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $425 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,904 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,844 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $520,578 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $520,578 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $524,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $521,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$483,138 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,443 | CashBOYAmt |
| Cash EOY | $6,762 | CashEOYAmt |
| Cash EOYFMV | $6,762 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,939 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $152,133 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $316,080 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $553,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,701 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,966 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,199 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,199 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $547,640 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $64,502 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $547,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $553,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $547,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$483,138 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $64,502 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,502 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BLUESTEIN ACCT# HS8751 STCG | P | $44,588 | $48,198 | -$3,610 | -$3,610 |
| BLUESTEIN ACCT# HS8751 LTCG | P | $261,949 | $226,346 | $35,603 | $35,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,993 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $528 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $528 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $558 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK PFLAUM | IndividualWithBooksNm |
| Phone | 2053283120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 20TH STREET NORTH STE 1150 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ILENE L ENGEL | ||||||||
| 1057 ARBOR TRACE | ATLANTA | GA | 30319 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LISA ENGEL | ||||||||
| 3547 KINGSHILL ROAD | BIRMINGHAM | AL | 35223 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ILANA J ENGEL | ||||||||
| 3838 RAINBOW BOULEVARD APT 311 | KANSAS CITY | KS | 66103 | VICE PRESIDENT AND TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $374,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $429,935 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $429,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $423,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $528 | TotalTaxAmt |
| Distributable Before Adj | $20,646 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,646 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $521,124 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $521,124 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,646 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $183,478 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $162,859 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $223,532 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $197,922 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $210,893 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $978,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $521,124 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,646 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $500,478 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,479,162 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $183,478 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,295,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $162,859 | ExcessFromYear4Amt |
| Excess From Year3 | $223,532 | ExcessFromYear3Amt |
| Excess From Year2 | $197,922 | ExcessFromYear2Amt |
| Excess From Year1 | $210,893 | ExcessFromYear1Amt |
| Excess From Current Year | $500,478 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHIMSA HOUSE | |||||||
| 135 MAPLE ST | DECATUR | GA | 30030 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $364 |
| AMAS MUSICAL THEATRE | |||||||
| 630 9TH AVE | NEW YORK | NY | 10036 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| AMERICAN FRIENDS OF MEIR PANIM | |||||||
| 88 WALTON ST SUITE B1 | BROOKLYN | NY | 11206 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $271 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H ST SW | WASHINGTON DC | DC | 20001 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $10,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $95,292 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,193 |
| ANGELS AMONG US PET RESCUE | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $103 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 3490 PIEDMONT RD NE STE 610 | ATLANTA | GA | 30305 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| ATLANTA HUMANE SOCIETY | |||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| ATLANTA JEWISH FILM FESTIVAL | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $2,300 |
| ATLANTA LEADERSHIP DEVELOPMENT FOUNDATION | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $300 |
| ATLANTA SCHOLARS KOLLEL | |||||||
| 1959 LAVISTA RD NE | ATLANTA | GA | 30329 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| ATLANTA WOMENS FOUNDATION | |||||||
| 3715 NORTHSIDE PARKWAY STE 725 | ATLANTA | GA | 30327 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $10,250 |
| B FOUNDATION | |||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| BACKPACK BUDDIES OF METRO ATLANTA | |||||||
| 2458 JETT FERRY ROAD SUITE 350 | DUNWOODY | GA | 30338 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $74 |
| BEST FRIENDS ANIMAL SANCTUARY | |||||||
| 3390 N BERKELEY LAKE ROAD | DULUTH | GA | 30096 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $158 |
| BIRMINGHAM JEWISH FEDERATION | |||||||
| 3966 MONTCLAIR RD | MOUNTAIN BROOK | AL | 35213 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $3,600 |
| BIRTHRIGHT ISRAEL FUND | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,000 |
| BRADY CAMPAIGN TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON DC | DC | 20002 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $125 |
| BROTHERS FOR LIFE | |||||||
| 1126 34TH AVE SUITE 309 | SEATTLE | WA | 98122 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $36 |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 502 GOVERNORS DRIVE SW | HUNTSVILLE | AL | 35801 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $214 |
| DONORSCHOOSEORG | |||||||
| 134 W 37TH STREET FL 11 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| FAMILIES FIRST | |||||||
| 9 GALEN STREET SUITE 400 | WATERTOWN | MA | 02472 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,250 |
| FEDERATION OF JEWISH COMMUNITIES | |||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| FELIX ORGANIZATION | |||||||
| 43 OYSTER BAY ROAD | LOCUST VALLEY | NY | 11560 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $58 |
| FND HOPE | |||||||
| PO BOX 783 | SALMON | ID | 83467 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $538 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| 2040 NE 163RD ST STE 207 | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,036 |
| GEORGIA PUBLIC BROADCASTING | |||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| GEORGIANS FOR A HEALTHY FUTURE | |||||||
| 100 EDGEWOOD AVE NE STE 1015 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $42 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $52 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| HEAT | |||||||
| 2407 S CONGRESS AVE STE E 456 | AUSTIN | TX | 78704 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTRE ST | ROSLINDALE | MA | 02131 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $37 |
| HILLELS OF GEORGIA | |||||||
| 735 GATEWOOD RD NE | ATLANTA | GA | 30322 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,854 |
| ILENE ENGEL DONOR ADVISED FUND | |||||||
| 505 NORTH 20TH STREET SUITE 1150 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $235,186 |
| INSTITUTE OF SOUTHERN JEWISH LIFE | |||||||
| 4915 I55 N 100A | JACKSON | MS | 39206 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,800 |
| ISRAAID | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $287 |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $371 |
| JEWISH EDUCATION LOAN FUND | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| JEWISH FAMILY & CAREER SERVICES | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,500 |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $35,000 |
| JEWISH HOMELIFE | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $400 |
| JEWISH INTEREST FREE LOANS OF ATLANTA | |||||||
| 5115 NEW PEACHTREE ROAD SUITE 200A | CHAMBLEE | GA | 30341 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $186 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,000 |
| JEWISH WOMEN'S FUND OF ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $53,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 2112 11TH AVE S STE 520 | BIRMINGHAM | AL | 35205 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $189 |
| KIDS TO LOVE FOUNDATION | |||||||
| 140 CASTLE DRIVE | MADISON | AL | 35758 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $53 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3500 BLUE LAKE DR STE 225 | BIRMINGHAM | AL | 35243 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| LIFELINE ANIMAL PROJECT | |||||||
| 129 LAKE STREET | AVONDALE ESTATE | GA | 30002 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $200 |
| MUCOLIPIDOSIS IV FOUNDATION | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $371 |
| MUTTS WITH A MISSION | |||||||
| PO BOX 4147 | SUFFOLK | VA | 23439 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $25 |
| NE MILES BIRMINGHAM JEWISH DAY SCHOOL | |||||||
| 4000 MONTCLAIR ROAD | BIRMINGHAM | AL | 35226 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $500 |
| NAACP LDF | |||||||
| 1520 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $52 |
| NATIONAL COUCIL FOR JEWISH WOMEN | |||||||
| 6125 ROSWELL ROAD | ATLANTA | GA | 30328 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $540 |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY | |||||||
| 1400 CONSTITUTION AVENUE NORTHWEST | WASHINGTON DC | DC | 20560 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $100 |
| NEW AMERICAN PATHWAYS | |||||||
| 2300 HENDERSON MILL ROAD | ATLANTA | GA | 30345 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $513 |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| NOVA UKRAINE | |||||||
| 963 MEARS COURT | STANFORD | CA | 94305 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,250 |
| PLANNED PARENTHOOD | |||||||
| 1211 27TH PLACE SOUTH | BIRMINGHAM | AL | 35205 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $5,000 |
| READING IS FUNDAMENTAL | |||||||
| 1730 RHODE ISLAND AVE NW STE 1100 | WASHINGTON DC | DC | 20036 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $50 |
| RIP MEDICAL DEBT | |||||||
| 28-07 JACKSON AVE 5TH FLOOR | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $397 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $256 |
| SHELDRICK WILDLIFE TRUST | |||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $75 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| SPECIAL OLYMPICS OF GEORGIA | |||||||
| 6046 FINANCIAL DRIVE | NORCROSS | GA | 30071 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $350 |
| TEMIMA | |||||||
| 1839 LAVISTA RD NE | ATLANTA | GA | 30329 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $3,600 |
| THE AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $250 |
| THE HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $83 |
| THE TEMPLE | |||||||
| 1927 MT OLIVE BLVD | GARDENDALE | AL | 35071 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $18,485 |
| THE TEXAS TRIBUNE | |||||||
| 919 CONGRESS AVE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $103 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON DC | DC | 20024 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $1,800 |
| WABE | |||||||
| 740 BISMARK ROAD NE | ATLANTA | GA | 30324 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $150 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON DC | DC | 20009 | NONE | 501(C)(3) | SUPPORT OF PROGRAMS | $209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $520,578 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,289 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,289 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,000 | BookValueAmt |
| EOYFMV | $50,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $245 | LegalFeesAmt |
| Net Investment Income | $184 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $239 | $179 | $60 |
| MANAGEMENT AND CUSTODY FEES | $1,665 | $1,665 | $0 |
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