LISA AND ALAN ENGEL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LISA AND ALAN ENGEL FOUNDATION (EIN 63-0989498)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349101471
- Schema version
- 2024v5.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T09:46:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630989498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA AND ALAN ENGEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 2052214000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 20TH STREET NORTH 1150 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN ENGEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2052214000 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $222,603 | 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 | $65 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $164,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,860 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,066 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,843 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,382 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $461 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $926 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $926 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,229 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $871 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,131 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,131 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,529 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,110 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $120,024 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $166,737 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $47,230 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,302 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,847 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,732 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,909 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $225,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $222,603 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $225,772 | CapitalStockBOYAmt |
| Capital Stock EOY | $150,299 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $225,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $150,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $225,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $150,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $225,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $150,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $150,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STATE STREET BANK & TRUST COMPANY ACCT# 8621 STCG | P | 2024-12-31 | $31,047 | $32,561 | -$1,514 | -$1,514 |
| STATE STREET BANK & TRUST COMPANY ACCT# 8621 LTCG | P | 2024-12-31 | $133,451 | $89,077 | $44,374 | $44,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,860 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,514 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $605 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $605 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $605 | 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 | $4 | EsPenaltyAmt |
| Tax Due | $609 | 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 | AL | 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 CPA | IndividualWithBooksNm |
| Phone | 2055216311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 20TH STREET NORTH SUITE 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 |
|---|---|---|---|---|---|---|---|---|
| LISA R ENGEL | ||||||||
| 1800 KENSINGTON ROAD | HOMEWOOD | AL | 35209 | PRESIDENT/ DIRECTOR | 7.50 | $0 | $0 | $0 |
| ALAN Z ENGEL | ||||||||
| 1800 KENSINGTON ROAD | HOMEWOOD | AL | 35209 | VP/ SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREA ENGEL HINES | ||||||||
| 1710 RIDGE ROAD | HOMEWOOD | AL | 35209 | TREASURER/ DIRECTOR | 0.25 | $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 | $237,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $280,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $280,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $275,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $605 | TotalTaxAmt |
| Distributable Before Adj | $13,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,189 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,002 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,536 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $158,818 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $167,735 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $157,230 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $173,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $761,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,189 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,813 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $867,378 | 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 | $104,536 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $762,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $158,818 | ExcessFromYear4Amt |
| Excess From Year3 | $167,735 | ExcessFromYear3Amt |
| Excess From Year2 | $157,230 | ExcessFromYear2Amt |
| Excess From Year1 | $173,246 | ExcessFromYear1Amt |
| Excess From Current Year | $105,813 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN Z ENGEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AJC ATLANTA | ||||||||
| 3525 PIEDMONT RD NE | ATLANTA | GA | 30305 | NONE | PC | CIVIC | $1,610 | |
| AL HOLOCAUST EDUCATION CENTER | ||||||||
| 2100 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $2,500 | |
| ALABAMA POSSIBLE | ||||||||
| 1016 19TH STREET SOUTH | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $500 | |
| ALABAMA SYMPHONY ORCHESTRA | ||||||||
| 3621 SIXTH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PC | CIVIC | $250 | |
| ALYS STEPHENS CENTER | ||||||||
| 1200 10TH AVE S | BIRMINGHAM | AL | 35294 | NONE | PC | CIVIC | $3,000 | |
| ALZHEIMER'S OF CENTRAL ALABAMA | ||||||||
| 300 OFFICE PARK DR STE 225 | BIRMINGHAM | AL | 35223 | NONE | PC | MEDICAL | $180 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | NONE | PC | CIVIC | $6,250 | |
| AMERICAN JEWISH JOINT DIST COMMITTEE | ||||||||
| PO BOX 412 | NEW YORK | NY | 10163 | NONE | PC | CIVIC | $5,400 | |
| BAMA HALLEL | ||||||||
| 380 9TH ST | TUSCALOOSA | AL | 35401 | NONE | PC | CIVIC | $3,400 | |
| BIRMINGHAM JEWISH FEDERATION | ||||||||
| 3966 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | NONE | PC | CIVIC | $536 | |
| BIRMINGHAM JEWISH FOUNDATION | ||||||||
| 3966 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | NONE | PC | CIVIC | $90 | |
| BIRMINGHAM MUSEUM OF ART | ||||||||
| 2000 REVEREND ABRAHAM WOODS JR | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $2,500 | BOULEVARD |
| B'NAI VAIL | ||||||||
| 19 VAIL RD | VAIL | CO | 81657 | NONE | PC | CIVIC | $540 | |
| BOOKS FOR COLLIER KIDS | ||||||||
| 301 THE 400 BUILDING 400 5TH AVE S | NAPLES | FL | 34102 | NONE | PC | CIVIC | $50 | |
| CHABAD OF ALABAMA | ||||||||
| 3040 OVERTON ROAD | BIRMINGHAM | AL | 35223 | NONE | PC | CIVC | $18,600 | |
| CHILDCARE RESOURCES | ||||||||
| 244 W VALLEY AVE | BIRMINGHAM | AL | 35209 | NONE | PC | CIVIC | $500 | |
| CHILDREN'S HOSPITAL OF ALABAMA | ||||||||
| 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | NONE | PC | CIVIC | $50 | |
| COLLATT JEWISH FAMILY SERVICES | ||||||||
| 3940 MONTCLAIR RD 205 | BIRMINGHAM | AL | 35213 | NONE | PC | RELIGIOUS | $3,162 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | CIVIC | $1,000 | |
| FAITH IN ACTION ALABAMA | ||||||||
| 2100 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $5,000 | |
| FIREHOUSE MINISTRIES | ||||||||
| 626 2ND AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $1,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 2100 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $50 | |
| GRAFMAN ENDOWMENT FUND | ||||||||
| 2100 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $432 | |
| HADASSAH | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | RELIGIOUS | $527 | |
| HEART GALLERY OF ALABAMA | ||||||||
| 3100 INDEPENDENCE DR SUITE 200 | BIRMINGHAM | AL | 35209 | NONE | PC | CIVIC | $500 | |
| IMPACT AMERICA | ||||||||
| 601 BEACON PKWY W SUITE 102 | BIRMINGHAM | AL | 35209 | NONE | PC | CIVIC | $2,000 | |
| INDIAN SPRINGS SCHOOL | ||||||||
| 190 WOODWARD DR | PELHAM | AL | 35124 | NONE | PC | EDUCATIONAL | $1,000 | |
| JDFR | ||||||||
| 2112 11TH AVE S 520 | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $3,500 | |
| JEFFERSON COUNTY GREENWAYS FOUNDATION | ||||||||
| 1214 81ST STREET SOUTH | BIRMINGHAM | AL | 35206 | NONE | PC | CIVIC | $500 | |
| JEWISH FEDERATION OF MADISON | ||||||||
| 6434 ENTERPRISE N | MADISON | WI | 53719 | NONE | CIVIC | $18 | ||
| JEWISH FUNDERS NETWORK | ||||||||
| 150 WEST 30TH ST SUIT 900 | NEW YORK | NY | 10001 | NONE | CIVIC | $850 | ||
| KNESSETH ISRAEL CONGREGATION | ||||||||
| 3100 OVERTON RD | BIRMINGHAM | AL | 35223 | NONE | PC | RELIGIOUS | $500 | |
| LEADERSHIP BIRMINGHAM | ||||||||
| 1710 6TH AVENUE NORTH 12TH FLOOR | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $250 | |
| MAGIC MOMENTS | ||||||||
| 2112 11TH AVE S 219 | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $100 | |
| NE MILES JEWISH DAY SCHOOL | ||||||||
| 4000 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | NONE | PC | EDUCATIONAL | $12,500 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| PO BOX 550039 | BIRMINGHAM | AL | 35255 | NONE | PC | CIVIC | $500 | |
| NATIONAL MS SOCIETY | ||||||||
| 22OO WOODCREST PLACE SUITE 230 | BIRMINGHAM | AL | 35209 | NONE | PC | CIVIC | $180 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | EDUCATIONAL | $8,650 | |
| OASIS COUNSELING BIRMINGHAM | ||||||||
| 1900 14TH AVE S | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $1,000 | |
| PJ LIBRARY | ||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | CIVIC | $720 | |
| PLANNED PARENTHOOD SOUTHEAST | ||||||||
| 1211 27TH PLACE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PC | MEDICAL | $2,100 | |
| RED MOUNTAIN THEATER | ||||||||
| 301 19TH ST N | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $5,000 | |
| SOJOURN | ||||||||
| 5520 CRESTWOOD BLVD | BIRMINGHAM | AL | 35212 | NONE | PC | CIVIC | $360 | |
| STAIR BIRMINGHAM | ||||||||
| 3703 5TH AVE SOUTH SUITE 400 | BIRMINGHAM | AL | 35222 | NONE | PC | CIVIC | $500 | |
| TEMPLE BETH-EL | ||||||||
| 2179 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | RELIGIOUS | $190 | |
| THE FOUNDATION TO COMBAT ANTISEMITISM | ||||||||
| 1 PATRIOT PL | FOXBORO | MA | 02035 | NONE | PC | CIVIC | $36 | |
| UAB ATHLETICS FOUNDATION | ||||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PC | CIVIC | $1,000 | |
| UNITED ABILITY | ||||||||
| 100 OSLO CIR | BIRMINGHAM | AL | 35211 | NONE | PC | CIVIC | $1,000 | |
| UNITED WAY OF CENTRAL ALABAMA | ||||||||
| 3600 8TH AVE S | BIRMINGHAM | AL | 35222 | NONE | PC | CIVIC | $50 | |
| UNIVERSITY OF ALABAMA | ||||||||
| 739 UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | NONE | PC | EDUCATIONAL | $10,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | NONE | PC | EDUCATIONAL | $5,000 | |
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||
| 1 BROOKINGS DR | ST LOUIS | MT | 63130 | NONE | PC | EDUCATIONAL | $650 | |
| WBHM PUBLIC RADIO | ||||||||
| 650 11TH ST S | BIRMINGHAM | AL | 35223 | NONE | PC | CIVIC | $750 | |
| WOODLAWN UNITED | ||||||||
| 5529 1ST AVE S | BIRMINGHAM | AL | 35212 | NONE | PC | CIVIC | $1,000 | |
| YWCA OF CENTRAL ALABAMA | ||||||||
| 309 23RD STREET N | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,131 | 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 | $4,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,860 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,066 | 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 | $1,843 | Amt |
| Net Investment Income | $1,382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $461 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $23,302 | EOYBookValueAmt |
| EOYFMV | $24,847 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $96,155 | EOYBookValueAmt |
| EOYFMV | $166,737 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | US TREASURY NOTES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,732 | BookValueAmt |
| EOYFMV | $9,909 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $1,639 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $410 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $926 | Amt |
| Net Investment Income | $926 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $65 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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