LISA AND ALAN ENGEL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LISA AND ALAN ENGEL FOUNDATION (EIN 63-0989498)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349100723
- Schema version
- 2021v4.2
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T09:33:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630989498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH H & REVA ENGEL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2052214000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3128 | AddressLine1Txt |
| City | JASPER | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 355023128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN ENGEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2052214000 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | ENGEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | PTIN |
| Phone | 2059794100 | PhoneNum |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $765,522 | 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 | $14,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,135 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $468,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,593 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,728 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,299 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,456 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,456 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,386 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,272 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $113,404 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,203 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $329,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $330,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $551,642 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $254,656 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $131,761 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $129,677 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $697,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $546,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $765,522 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $697,623 | CapitalStockBOYAmt |
| Capital Stock EOY | $546,357 | 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 | $697,623 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $546,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $697,623 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $546,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $697,623 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,266 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $546,357 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $546,357 | 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 LTCG | P | 2021-12-31 | $304,338 | $260,732 | $43,606 | $43,606 |
| STATE STREET BANK & TRUST COMPANY ACCT# 8621 STCG | P | 2021-12-31 | $164,394 | $158,407 | $5,987 | $5,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,593 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,987 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $824 | 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 | $828 | 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 | ||||||||
| 3547 KINGSHILL ROAD | BIRMINGHAM | AL | 35223 | PRESIDENT/ DIRECTOR | 7.50 | $0 | $0 | $0 |
| ALAN Z ENGEL | ||||||||
| 3547 KINGSHILL ROAD | BIRMINGHAM | AL | 35223 | 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 | $778,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $882,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $882,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,241 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $869,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $824 | TotalTaxAmt |
| Distributable Before Adj | $42,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,386 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $210,386 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,295 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $118,688 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,536 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $158,818 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $489,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,386 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $167,735 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $657,668 | 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 | $46,596 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $611,072 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,295 | ExcessFromYear4Amt |
| Excess From Year3 | $118,688 | ExcessFromYear3Amt |
| Excess From Year2 | $104,536 | ExcessFromYear2Amt |
| Excess From Year1 | $158,818 | ExcessFromYear1Amt |
| Excess From Current Year | $167,735 | 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 (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU | ||||||||
| 1206 CARTER HILL RD SUITE 6179 | MONTGOMERY | AL | 36106 | NONE | PC | CIVIC | $2,500 | |
| ADL -ANTI DEFAMATION LEAGUE | ||||||||
| 3490 PIEDMONT ROAD NE 610 | ATLANTA | GA | 30305 | NONE | PC | CIVIC | $1,800 | |
| AJC ATLANTA | ||||||||
| 3525 PIEDMONT RD NE | ATLANTA | GA | 30305 | NONE | PC | CIVIC | $1,250 | |
| AJC SOUTHWEST | ||||||||
| 3525 PIEDMONT RD NE | ATLANTA | GA | 30305 | NONE | PC | CIVIC | $180 | |
| ALABAMA ALLIANCE NETWORK | ||||||||
| 2130 HIGHLAND AVE S | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $12,500 | |
| ALABAMA SYMPHONY ORCHESTRA | ||||||||
| 3621 SIXTH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PC | CIVIC | $250 | |
| ALZHEIMERS OF CENTRAL ALABAMA | ||||||||
| 300 OFFICE PARK DR STE 225 | BIRMINGHAM | AL | 35223 | NONE | PC | MEDICAL | $150 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1100 IRELAND WAT STE 300 | BIRMINGHAM | AL | 35205 | NONE | PC | MEDICAL | $50 | |
| BIRMINGHAM JEWISH FEDERATION | ||||||||
| 3966 MONTCLAIR RD | MOUNTAIN BROOK | AL | 35213 | NONE | PC | CIVIC | $788 | |
| BIRMINGHAM MUSEUM OF ART | ||||||||
| 2000 REVEREND ABRAHAM WOODS JR | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $2,500 | BOULEVARD |
| BIRMINGHAM ZOO | ||||||||
| 2630 CAHABA RD | BIRMINGHAM | AL | 35223 | NONE | PC | CIVIC | $3,000 | |
| BIRTHWELL PARTNERS | ||||||||
| 976 LINWOOD RD | BIRMINGHAM | AL | 35222 | NONE | PC | MEDICAL | $180 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 516 LIBERTY PKWY | BIRMINGHAM | AL | 35242 | NONE | PC | CIVIC | $500 | |
| CHABAD OF ALABAMA | ||||||||
| 3040 OVERTON ROAD | BIRMINGHAM | AL | 35223 | NONE | PC | CIVC | $15,936 | |
| COLLAT JEWISH FAMILY SERVICES | ||||||||
| 3940 MONTCLAIR RD 205 | BIRMINGHAM | AL | 35213 | NONE | PC | RELIGIOUS | $5,554 | |
| COLLAT SCHOOL OF BUSINESS | ||||||||
| 710 13TH ST S | BIRMINGHAM | AL | 35233 | NONE | PC | RELIGIOUS | $72 | |
| COMMUNITY FOOD BANK OF CENTRAL AL | ||||||||
| 107 WALTER DAVIS DR | BIRMINGHAM | AL | 35209 | NONE | PC | CIVC | $25 | |
| CRISIS CENTER | ||||||||
| 3600 8TH AVE S 501 | BIRMINGHAM | AL | 35222 | NONE | PC | CIVIC | $500 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | CIVIC | $1,000 | |
| FRESHWATER LAND TRUST | ||||||||
| 3501 1ST AVE S | BIRMINGHAM | AL | 35222 | NONE | PC | CIVIC | $250 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 6TH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | CIVIC | $50 | |
| GRAFMAN ENDOWMENT FUND | ||||||||
| 2100 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $198 | |
| GREATER ALABAMA COUNCIL | ||||||||
| 516 LIBERTY PKWY | VESTAVIA HILLS | AL | 35242 | NONE | PC | CIVIC | $500 | |
| GREATER BIRMINGHAM MINISTRIES | ||||||||
| 2304 12TH AVE N | BIRMINGHAM | AL | 35234 | NONE | PC | CIVIC | $100 | |
| HADASSAH | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | RELIGIOUS | $1,427 | |
| HICA | ||||||||
| 117 SOUTHCREST DR | BIRMINGHAM | AL | 35209 | NONE | PC | RELIGIOUS | $100 | |
| HOLOCAUST DOCUMENTATION ED CTR | ||||||||
| 303 N FEDERAL HWY | DANIA BEACH | FL | 33004 | NONE | PC | CIVIC | $18 | |
| IMPACT AMERICA | ||||||||
| 601 BEACON PKWY W SUITE 102 | BIRMINGHAM | AL | 35209 | NONE | PC | CIVIC | $500 | |
| IMPACT ISRAEL | ||||||||
| 4340 E W HWY 202 | BETHESDA | MD | 20814 | NONE | PC | CIVIC | $5,000 | |
| INDIAN SPRINGS SCHOOL | ||||||||
| 190 WOODWARD DR | PELHAM | AL | 35124 | NONE | PC | EDUCATIONAL | $21,250 | |
| JEWISH CHILDREN'S REGIONAL SERVICE | ||||||||
| 3500 N CAUSEWAY BLVD 1120 | METAIRIE | LA | 70002 | NONE | PC | CIVIC | $500 | |
| JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | CIVIC | $5,400 | |
| KNESSETH ISRAEL | ||||||||
| 3100 OVERTON RD | BIRMINGHAM | AL | 35223 | NONE | PC | RELIGIOUS | $600 | |
| LEADERSHIP BIRMINGHAM | ||||||||
| 1710 6TH AVENUE NORTH 12TH FLOOR | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $250 | |
| LEVITE JEWISH COMMUNITY | ||||||||
| 3960 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | NONE | PC | RELIGIOUS | $180 | |
| LJCC | ||||||||
| 3960 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | NONE | PC | CIVIC | $2,500 | |
| MAGIC MOMENTS | ||||||||
| 2112 11TH AVE S 219 | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $100 | |
| MANAGEMENT LEADERS FOR TOMORROW | ||||||||
| 7201 WISCONSIN AVE NW SUITE 400 | BETHESDA | MD | 20814 | NONE | PC | CIVIC | $500 | |
| MITCHELL'S PLACE | ||||||||
| 4778 OVERTON RD | BIRMINGHAM | AL | 35210 | NONE | PC | CIVIC | $25 | |
| MUSEUM OF SO JEWISH EXP | ||||||||
| 818 HOWARD AVE | NEW ORLEANS | LA | 70113 | NONE | PC | CIVIC | $1,800 | |
| N E MILES JEWISH DAY SCHOOL | ||||||||
| 4000 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | NONE | PC | EDUCATIONAL | $2,572 | |
| NAMI | ||||||||
| PO BOX 550039 | BIRMINGHAM | AL | 35255 | NONE | PC | CIVIC | $100 | |
| NATIONAL FIRE & SAFETY | ||||||||
| 6400 S FIDDLERS GREEN CIR SUITE | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | CIVIC | $52 | 1180 |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | EDUCATIONAL | $7,500 | |
| OASIS | ||||||||
| 1900 14TH AVE S | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $1,000 | |
| PJ LIBRARY | ||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | EDUCATIONAL | $360 | |
| PLANNED PARENTHOOD OF SOUTHEAST | ||||||||
| 1211 27TH PLACE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PC | MEDICAL | $2,000 | |
| RAILROAD PARK FOUNDATION | ||||||||
| 1600 1ST AVE S | BIRMINGHAM | AL | 35233 | NONE | PC | CIVIC | $80 | |
| RAMAH DAROM | ||||||||
| 70 CAMP DAROM | CLAYTON | GA | 30525 | NONE | PC | RELIGIOUS | $1,000 | |
| RED MOUNTAIN PARK | ||||||||
| 2011 FRANKFURT DR | BIRMINGHAM | AL | 35211 | NONE | PC | CIVIC | $500 | |
| RED MOUNTAIN THEATRE COMPANY | ||||||||
| 301 19TH ST N | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $20,000 | |
| SISTERHOOD OF TEMPLE BETH-EL | ||||||||
| 2179 HIGHLAND AVENUE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PC | RELIGIOUS | $82 | |
| STAIR | ||||||||
| 3703 5TH AVE SOUTH SUITE 400 | BIRMINGHAM | AL | 35222 | NONE | PC | EDUCATIONAL | $100 | |
| TEACH FOR AMERCIA | ||||||||
| 2301 IST AVENUE N 105 | BIRMINGHAM | AL | 35203 | NONE | PC | EDUCATIONAL | $5,000 | |
| TEMPLE BETH EL | ||||||||
| 2179 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | RELIGIOUS | $32,808 | |
| TEMPLE EMANU-EL | ||||||||
| 2100 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | RELIGIOUS | $118 | |
| THE 7TH PROJECT ASSOC | ||||||||
| 2325 27TH ST W | BIRMINGHAM | AL | 35208 | NONE | PC | CIVIC | $1,000 | |
| THE MICHAEL J FOX FOUNDATION | ||||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | CIVIC | $100 | |
| TORAH FUND | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | RELIGIOUS | $360 | |
| UAB MARY FISCHER CLINIC | ||||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PC | MEDICAL | $5,000 | |
| UAB WOMEN'S TENNIS | ||||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PC | EDUCATIONAL | $1,000 | |
| UNITED STATES HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | EDUCATIONAL | $2,500 | |
| UNITED WAY OF CENTRAL ALABAMA | ||||||||
| 3600 8TH AVE S | BIRMINGHAM | AL | 35222 | NONE | PC | CIVIC | $22,500 | |
| UNIVERSITY OF COLORADO FDN | ||||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | NONE | PC | EDUCATIONAL | $5,000 | |
| USC SHOAH FND | ||||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90007 | NONE | PC | EDUCATIONAL | $500 | |
| WBHM PUBLIC RADIO | ||||||||
| 650 11TH ST S | BIRMINGHAM | AL | 35223 | NONE | PC | CIVIC | $250 | |
| WOMENS FOUNDATION OF ALABAMA | ||||||||
| 2201 5TH AVE S SUITE 110 | BIMRINGHAM | AL | 35233 | NONE | PC | CIVIC | $5,000 | |
| WOMEN'S FUND OF BIRMINGHAM | ||||||||
| 2201 5TH AVE S APT 110 | BIRMINGHAM | AL | 35233 | NONE | PC | CIVIC | $1,000 | |
| WOODLAWN FOUNDATION | ||||||||
| 5529 1ST AVE S | BIRMINGHAM | AL | 35212 | NONE | PC | EDUCATIONAL | $1,000 | |
| YEARUP | ||||||||
| 1245 E BUCKEYE ROAD | PHEONIX | AZ | 85034 | NONE | PC | CIVIC | $500 | |
| YMCA | ||||||||
| 2101 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $36 | |
| YWCA OF CENTRAL ALABAMA | ||||||||
| 2101 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $500 | |
| YWCA PURSE & PASSION | ||||||||
| 2101 4TH AVE N | BIRMINGHAM | AL | 25203 | NONE | PC | CIVIC | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,001 | 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 | $14,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,593 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,728 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,728 | 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 | $1,500 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $131,761 | EOYBookValueAmt |
| EOYFMV | $129,677 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $330,393 | EOYBookValueAmt |
| EOYFMV | $551,642 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $36 | $27 | $0 | $9 |
| POSTAGE AND SHIPPING | $6 | $5 | $0 | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $3,299 | Amt |
| Net Investment Income | $3,299 | 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 PAID | CategoryTxt |
| Amt | $152 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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