LISA AND ALAN ENGEL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LISA AND ALAN ENGEL FOUNDATION (EIN 63-0989498)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202341359349105259
Schema version
2022v5.0
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)
Return2023-05-15T15:44:59-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN630989498EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA AND ALAN ENGEL FOUNDATIONBusinessNameLine1Txt
Business Name Line2FKA THE JOSEPH H & REVA ENGEL FOUNDATIONBusinessNameLine2Txt
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
Signature2023-05-12SignatureDt
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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$464,816FMVAssetsEOYAmt
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$8,773DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,773DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,672NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$343,308GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,672CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$10OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$10OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$26,455TotalRevAndExpnssAmt
Total Net Invst Incm$26,455TotalNetInvstIncmAmt
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
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,565OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,565OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$828TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$313OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$235OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$78OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,306TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$478TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$186,371ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$186,371ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$191,677TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,000TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$186,849TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$165,222ExcessRevenueOverExpensesAmt
Net Investment Income$22,455NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$84,203SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$74,171SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$74,171SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$330,393CorporateStockBOYAmt
Corporate Stock EOY$180,498CorporateStockEOYAmt
Corporate Stock EOYFMV$269,992CorporateStockEOYFMVAmt
Corporate Bonds BOY$131,761CorporateBondsBOYAmt
Corporate Bonds EOY$127,036CorporateBondsEOYAmt
Corporate Bonds EOYFMV$120,653CorporateBondsEOYFMVAmt
Total Assets BOY$546,357TotalAssetsBOYAmt
Total Assets EOY$381,705TotalAssetsEOYAmt
Total Assets EOYFMV$464,816TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$546,357CapitalStockBOYAmt
Capital Stock EOY$381,705CapitalStockEOYAmt
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$546,357TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$381,705TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$546,357TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$381,705TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$546,357TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$165,222ExcessRevenueOverExpensesAmt
Other Increases$570OtherIncreasesAmt
Subtotal$381,705SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$381,705TotNetAstOrFundBalancesEOYAmt

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 LTCGP2022-12-31$205,999$163,632$42,367$42,367
STATE STREET BANK & TRUST COMPANY ACCT# 8621 STCGP2022-12-31$137,309$162,004-$24,695-$24,695
FieldValueIRS element (for citing)
Capital Gain Net Income$17,672CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$24,695NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$312InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$312SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
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$312TaxDueAmt

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$496,774AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$110,954AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$607,728TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$607,728AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,116CashDeemedCharitableAmt
Net Vl Noncharitable Assets$598,612NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,931MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,931MinimumInvestmentReturnAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Total Tax$312TotalTaxAmt
Distributable Before Adj$29,619DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,619DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,619DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$186,849ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$186,849QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,619DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$61,295ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$118,688ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$104,536ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$158,818ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$167,735ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$611,072TotalExcessDistributionCyovAmt
Qualifying Distributions$186,849QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,619AppliedToCurrentYearAmt
Remaining Distri From Corpus$157,230RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$768,302TotalCorpusAmt
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$61,295ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$707,007ExcessDistriCyovToNextYrAmt
Excess From Year4$118,688ExcessFromYear4Amt
Excess From Year3$104,536ExcessFromYear3Amt
Excess From Year2$158,818ExcessFromYear2Amt
Excess From Year1$167,735ExcessFromYear1Amt
Excess From Current Year$157,230ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU
1206 CARTER HILL RD SUITE 6179MONTGOMERYAL36106NONEPCCIVIC$2,500
ADL -ANTI DEFAMATION LEAGUE
3490 PIEDMONT ROAD NE 610ATLANTAGA30305NONEPCCIVIC$1,800
AJC ATLANTA
3525 PIEDMONT RD NEATLANTAGA30305NONEPCCIVIC$1,250
AL HOLOCAUST EDUCATION CENTER
2100 HIGHLAND AVEBIRMINGHAMAL35205NONEPCCIVIC$2,500
ALABAMA ALLIANCE NETWORK
2130 HIGHLAND AVE SBIRMINGHAMAL35205NONEPCCIVIC$12,500
ALABAMA APPLESEED CENTER
2 OFFICE PARK CIRCLE STE 10BIRMINGHAMAL35223NONEPCCIVIC$500
ALABAMA POSSIBLE
1016 19TH STREET SOUTHBIRMINGHAMAL35205NONEPCCIVIC$1,000
ALABAMA SYMPHONY ORCHESTRA
3621 SIXTH AVENUE SOUTHBIRMINGHAMAL35222NONEPCCIVIC$500
ALIRP
2641 PADEN PLACEBIRMINGHAMAL35226NONEPCCIVIC$1,078
ALYS STEPHENS CENTER
1200 10TH AVE SBIRMINGHAMAL35294NONEPCCIVIC$2,500
ALZHEIMERS FOUNDATION
300 OFFICE PARK DR STE 225BIRMINGHAMAL35223NONEPCMEDICAL$200
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001NONEPCCIVIC$40,000
BAMA HALLEL
380 9TH STTUSCALOOSAAL35401NONEPCCIVIC$180
BIRMINGHAM JEWISH FEDERATION
3966 MONTCLAIR RDMOUNTAIN BROOKAL35213NONEPCCIVIC$3,314
BIRMINGHAM MUSEUM OF ART
2000 REVEREND ABRAHAM WOODS JRBIRMINGHAMAL35203NONEPCCIVIC$2,500BOULEVARD
BIRMINGHAM ZOO
2630 CAHABA RDBIRMINGHAMAL35223NONEPCCIVIC$500
BONEI OLAN
1755 46TH STBROOKLYNNY11204NONEPCCIVIC$500
BOY SCOUTS OF AMERICA
516 LIBERTY PKWYBIRMINGHAMAL35242NONEPCCIVIC$100
CHABAD OF ALABAMA
3040 OVERTON ROADBIRMINGHAMAL35223NONEPCCIVC$558
CHILD MIND INSTITUTE
101 E 56TH STREETNEW YORKNY10022NONEPCCIVIC$500
CHILDCARE RESOURCES
244 W VALLEY AVEBIRMINGHAMAL35209NONEPCCIVIC$250
CHILDREN'S HARBOR
1600 6TH AVE SBIRMINGHAMAL35233NONEPCCIVIC$50
COLLAT JEWISH FAMILY SERVICES
3940 MONTCLAIR RD 205BIRMINGHAMAL35213NONEPCRELIGIOUS$5,554
CRISIS CENTER
3600 8TH AVE S 501BIRMINGHAMAL35222NONEPCCIVIC$1,000
CROHNS & COLITIS FOUNDATION
733 THIRD AVENUE SUITE 510NEW YORKNY10017NONEPCMEDICAL$500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPCCIVIC$1,000
EXCEPTIONAL FOUNDATION
1616 OXMOOR ROADBIRMINGHAMAL35209NONEPCCIVIC$100
FRESHWATER LAND TRUST
3501 1ST AVE SBIRMINGHAMAL35222NONEPCCIVIC$500
GRAFMAN ENDOWMENT FUND
2100 HIGHLAND AVEBIRMINGHAMAL35205NONEPCCIVIC$180
HADASSAH
40 WALL STREETNEW YORKNY10005NONEPCRELIGIOUS$1,000
HEARST GALLERY
1928 SAINT MARYS ROADMORAGACA94556NONEPCCIVIC$180
HICA
117 SOUTHCREST DRBIRMINGHAMAL35209NONEPCRELIGIOUS$50
IMPACT AMERICA
601 BEACON PKWY W SUITE 102BIRMINGHAMAL35209NONEPCCIVIC$500
IMPACT ISRAEL
4340 E W HWY 202BETHESDAMD20814NONEPCCIVIC$5,000
INDIAN SPRINGS SCHOOL
190 WOODWARD DRPELHAMAL35124NONEPCEDUCATIONAL$3,600
ISRAAID
PO BOX 61227PALO ALTOCA94306NONEPCCIVIC$180
JEWISH WOMEN'S FUND OF ATLANTA
1440 SPRING STREETATLANTAGA30309NONEPCCIVIC$1,000
JOINT DISTRIBUTION COMMITTEE
220 E 42ND STNEW YORKNY10017NONEPCCIVIC$5,400
KNESSETH ISRAEL
3100 OVERTON RDBIRMINGHAMAL35223NONEPCRELIGIOUS$500
LEADERSHIP BIRMINGHAM
1710 6TH AVENUE NORTH 12TH FLOORBIRMINGHAMAL35203NONEPCCIVIC$250
LEKET ISRAEL
PO BOX 2090TEANECKNJ07666NONEPCRELIGIOUS$500
LEVITE JEWISH COMMUNITY
3960 MONTCLAIR RDBIRMINGHAMAL35213NONEPCRELIGIOUS$2,518
MIKE SLIVE FOUNDATION
PO BOX 530748BIRMINGHAMAL35253NONEPCCIVIC$1,000
MILES COLLEGE
5500 MYRON MASSEY BLVDFAIRFIELDAL35064NONEPCEDUCATIONAL$1,000
MOUNT SANAI MEDICAL CENTER FOR DYSTONIA
5 EAST 98TH STREET FIRST FLOORNEW YORKNY10029NONEPCMEDICAL$100
MUSEUM OF SO JEWISH EXP
818 HOWARD AVENEW ORLEANSLA70113NONEPCCIVIC$7,740
N E MILES JEWISH DAY SCHOOL
4000 MONTCLAIR RDBIRMINGHAMAL35213NONEPCEDUCATIONAL$4,000
NAMI
PO BOX 550039BIRMINGHAMAL35255NONEPCCIVIC$250
NORMA LIVINGSTON OVARIAN CANCER FOUNDATION
2614 KINGS RIDGE BRBIRMINGHAMAL35243NONEPCMEDICAL$50
NORTHWESTERN UNIVERSITY
633 CLARK STEVANSTONIL60208NONEPCEDUCATIONAL$8,000
OASIS
1900 14TH AVE SBIRMINGHAMAL35205NONEPCCIVIC$1,100
OMAHA COMM FOUNDATION
1120 S 101ST STREET SUITE 320OMAHANE68124NONEPCCIVIC$100
PJ LIBRARY
67 HUNT STREET SUITE 100AGAWAMMA01001NONEPCEDUCATIONAL$720
PLANNED PARENTHOOD OF SOUTHEAST
1211 27TH PLACE SOUTHBIRMINGHAMAL35205NONEPCMEDICAL$2,600
QUARTERBACKING CHILDREN'S HEALTH FOUNDATION
2019 4TH AVE N SUITE 101BIRMINGHAMAL35203NONEPCMEDICAL$150
RAMAH DAROM
70 CAMP DAROMCLAYTONGA30525NONEPCRELIGIOUS$1,000
RANSOM EVERGLADES SCHOOL
3575 MAIN HWYMIAMIFL33133NONEPCEDUCATIONAL$1,000
RED MOUNTAIN PARK
2011 FRANKFURT DRBIRMINGHAMAL35211NONEPCCIVIC$500
RED MOUNTAIN THEATRE COMPANY
301 19TH ST NBIRMINGHAMAL35205NONEPCCIVIC$2,500
SISTERHOOD OF TEMPLE BETH-EL
2179 HIGHLAND AVENUE SOUTHBIRMINGHAMAL35205NONEPCRELIGIOUS$262
SITEMAN CANCER CENTER
4921 PARKVIEW PLACESAINT LOUISMO63110NONEPCMEDICAL$50
TEMPLE BETH EL
2179 HIGHLAND AVEBIRMINGHAMAL35205NONEPCRELIGIOUS$11,047
TEMPLE EMANU-EL
2100 HIGHLAND AVEBIRMINGHAMAL35205NONEPCRELIGIOUS$726
TORAH FUND
3080 BROADWAYNEW YORKNY10027NONEPCRELIGIOUS$180
UAB ATHLETICS
1720 2ND AVE SOUTHBIRMINGHAMAL35294NONEPCCIVIC$1,000
UNITED ABILITY
100 OSLO CIRBIRMINGHAMAL35211NONEPCCIVIC$2,500
UNITED STATES HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024NONEPCEDUCATIONAL$2,500
UNITED WAY OF CENTRAL ALABAMA
3600 8TH AVE SBIRMINGHAMAL35222NONEPCCIVIC$20,000
UNIVERSITY OF COLORADO FDN
1800 GRANT STREET SUITE 725DENVERCO80203NONEPCEDUCATIONAL$5,000
WALKER ARE COMMUNITY FOUNDATION
611 8TH AVEJASPERAL35501NONEPCCIVIC$200
WBHM PUBLIC RADIO
650 11TH ST SBIRMINGHAMAL35223NONEPCCIVIC$250
WOMENS FOUNDATION OF ALABAMA
2201 5TH AVE S SUITE 110BIMRINGHAMAL35233NONEPCCIVIC$5,000
WOMEN'S LEADERSHIP INSTITUTE
201 S MAIN STREET 2300SALT LAKE CITYUT84111NONEPCCIVIC$54
YEARUP
1245 E BUCKEYE ROADPHEONIXAZ85034NONEPCCIVIC$500
YWCA
2101 4TH AVE NBIRMINGHAMAL35203NONEPCCIVIC$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$186,371TotalGrantOrContriPdDurYrAmt
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$8,773ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,672ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$26,455ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,455TotalIncomeProducingActyAmt

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$1,600Amt
Net Investment Income$1,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$127,036EOYBookValueAmt
EOYFMV$120,653EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$180,498EOYBookValueAmt
EOYFMV$269,992EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$72$54$0$18
POSTAGE AND SHIPPING$241$181$0$60

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$10NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNCLEARED CHECKS FROM PRIOR PERIODS VOIDED IN CURRENT PERIODDesc
Amt$570Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$2,565Amt
Net Investment Income$2,565NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$828Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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