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THE ENGEL FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE ENGEL FOUNDATION INC (EIN 20-0892371)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202531339349101323
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T09:46:51-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200892371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ENGEL FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O CROWNE PARTNERS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlENGEBusinessNameControlTxt
Phone2053283120PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonILENE ENGEL PRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2053283120PhoneNum
Signature2025-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY WATTSPreparerPersonNm
PTINP01464575PTIN
Phone2059794100PhoneNum
Preparation2025-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF60 Month Term Sect507b1 BYes (X)PF60MonthTermSect507b1BInd
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,568ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$718DividendsRevAndExpnssAmt
Dividends Net Invst Incm$718DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,286TotalRevAndExpnssAmt
Total Net Invst Incm$718TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$750LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$250LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,475AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$825AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$558TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$214OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$208OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,072TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,433TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,081TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,716ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,716ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,788TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,433TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,797TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$64,502ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,762CashBOYAmt
Sav And Temp Cash Invst BOY$10,939SavAndTempCashInvstBOYAmt
Other Investments BOY$50,000OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$67,701TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,199AccountsPayableBOYAmt
Total Liabilities BOY$3,199TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$64,502NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$0NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$64,502TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$67,701TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$64,502TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$64,502ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$0SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
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$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

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 EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
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 PFLAUMIndividualWithBooksNm
Phone2053283120PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1505 20TH STREET NORTH STE 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
ILENE L ENGEL
1057 ARBOR TRACEATLANTAGA30319PRESIDENT0.00$0$0$0
LISA ENGEL
1800 KENSINGTON ROADHOMEWOODAL35209SECRETARY0.00$0$0$0
ILANA J ENGEL
3838 RAINBOW BOULEVARD APT 311KANSAS CITYKS66103VICE PRESIDENT AND TREASURER0.00$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$41,667AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,144AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$55,811TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$55,811AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$837CashDeemedCharitableAmt
Net Vl Noncharitable Assets$54,974NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,749MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,749MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,749DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,749DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,749DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,797ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$62,797QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,749DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$162,859ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$223,532ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$197,922ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$210,893ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$500,478ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,295,684TotalExcessDistributionCyovAmt
Qualifying Distributions$62,797QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,749AppliedToCurrentYearAmt
Remaining Distri From Corpus$60,048RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,355,732TotalCorpusAmt
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$162,859ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,192,873ExcessDistriCyovToNextYrAmt
Excess From Year4$223,532ExcessFromYear4Amt
Excess From Year3$197,922ExcessFromYear3Amt
Excess From Year2$210,893ExcessFromYear2Amt
Excess From Year1$500,478ExcessFromYear1Amt
Excess From Current Year$60,048ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEORGIA PUBLIC BROADCASTING
260 14TH ST NWATLANTAGA30318NONE501(C)(3)SUPPORT OF PROGRAMS$150
ILENE ENGEL CHARITABLE FUND
505 NORTH 20TH STREET SUITE 1150BIRMINGHAMAL35203NONE501(C)(3)SUPPORT OF PROGRAMS$59,286
JUVENILE DIABETES RESEARCH FOUNDATION
2112 11TH AVE S STE 520BIRMINGHAMAL35205NONE501(C)(3)SUPPORT OF PROGRAMS$1,800
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE DUITW 200RYE BROOKNY10573NONE501(C)(3)SUPPORT OF PROGRAMS$100
MISCELANEOUS
505 NORTH 20TH STREET SUITE 1150BIRMINGHAMAL35203NONE501(C)(3)SUPPORT OF PROGRAMS$68
NOVA UKRAINE
963 MEARS COURTSTANFORDCA94305NONE501(C)(3)SUPPORT OF PROGRAMS$312
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,716TotalGrantOrContriPdDurYrAmt
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$718ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$718ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$718TotalIncomeProducingActyAmt

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$3,300Amt
Net Investment Income$2,475NetInvestmentIncomeAmt
Disbursements Charitable Prps$825DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NONEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1N/AAddressLine1Txt
CityNACityNm
State AbbreviationALStateAbbreviationCd
ZIP35203ZIPCd
FieldValueIRS element (for citing)
Short ExplanationAS OF DECEMBER 31, 2024, THE ENGEL FOUNDATION, INC. OFFICIALLY CEASED OPERATIONS UNDER IRC SECTION 507(B)(1)(B). A FINAL RESOLUTION WAS ADOPTED BY THE BOARD OF DIRECTORS, AND ALL NECESSARY REGULATORY FILINGS WERE COMPLETED. AT THE TIME OF DISSOLUTION, NO ASSETS REMAINED, NO DISTRIBUTIONS WERE REQUIRED, AND NO OUTSTANDING LIABILITIES EXISTED. THE CLOSURE WAS CONDUCTED IN COMPLIANCE WITH ALL APPLICABLE IRS REGULATIONS AND STATE LAWS GOVERNING PRIVATE FOUNDATIONS, AND ALL REQUIRED NOTIFICATIONS WERE SUBMITTED TO RELEVANT AUTHORITIES.ShortExplanationTxt
Dissolution$0DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAS OF DECEMBER 31, 2024, THE ENGEL FOUNDATION, INC. OFFICIALLY CEASED OPERATIONS UNDER IRC SECTION 507(B)(1)(B). A FINAL RESOLUTION WAS ADOPTED BY THE BOARD OF DIRECTORS, AND ALL NECESSARY REGULATORY FILINGS WERE COMPLETED. AT THE TIME OF DISSOLUTION, NO ASSETS REMAINED, NO DISTRIBUTIONS WERE REQUIRED, AND NO OUTSTANDING LIABILITIES EXISTED. THE CLOSURE WAS CONDUCTED IN COMPLIANCE WITH ALL APPLICABLE IRS REGULATIONS AND STATE LAWS GOVERNING PRIVATE FOUNDATIONS, AND ALL REQUIRED NOTIFICATIONS WERE SUBMITTED TO RELEVANT AUTHORITIES.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,000LegalFeesAmt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$25$19$6
MANAGEMENT AND CUSTODY FEES$154$154$0
MISCELLANEOUS EXPENSE$35$35$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$558Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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