LISA AND ALAN ENGEL FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LISA AND ALAN ENGEL FOUNDATION (EIN 63-0989498)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-03
IRS object ID
202101239349101375
Schema version
2020v4.1
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)
Return2021-05-03T09:59:29-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN630989498EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOSEPH H & REVA ENGELBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone2052214000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3128AddressLine1Txt
CityJASPERCityNm
State AbbreviationALStateAbbreviationCd
ZIP355023128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN ENGELPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2052214000PhoneNum
Signature2021-04-20SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEGAN RANDOLPHPreparerPersonNm
PTINP00989558PTIN
Phone2059794100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$853,937FMVAssetsEOYAmt
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$15,146DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,146DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,274NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$450,219GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,872TotalRevAndExpnssAmt
Total Net Invst Incm$15,146TotalNetInvstIncmAmt
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$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,031AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$344AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,091OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,091OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$112TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$160OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$120OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$40OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,738TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,242TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$384TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$203,929ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$203,929ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$208,667TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,242TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$204,313TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$199,795ExcessRevenueOverExpensesAmt
Net Investment Income$10,904NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$500,015SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$113,404SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$113,404SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$247,084CorporateStockBOYAmt
Corporate Stock EOY$329,563CorporateStockEOYAmt
Corporate Stock EOYFMV$481,401CorporateStockEOYFMVAmt
Corporate Bonds BOY$150,319CorporateBondsBOYAmt
Corporate Bonds EOY$254,656CorporateBondsEOYAmt
Corporate Bonds EOYFMV$259,132CorporateBondsEOYFMVAmt
Total Assets BOY$897,418TotalAssetsBOYAmt
Total Assets EOY$697,623TotalAssetsEOYAmt
Total Assets EOYFMV$853,937TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$897,418CapitalStockBOYAmt
Capital Stock EOY$697,623CapitalStockEOYAmt
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$897,418TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$697,623TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$897,418TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$697,623TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$897,418TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$199,795ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$697,623SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$697,623TotNetAstOrFundBalancesEOYAmt

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 LTCGP2020-12-31$69,383$64,254$5,129$5,129
STATE STREET BANK & TRUST COMPANY ACCT# 8621 STCGP2020-12-31$380,836$392,239-$11,403-$11,403
FieldValueIRS element (for citing)
Capital Gain Net Income-$6,274CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$11,403NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$152InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$152SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$152TaxBasedOnInvestmentIncomeAmt
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$152TaxDueAmt

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$720,866AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$205,968AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$926,834TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$926,834AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,903CashDeemedCharitableAmt
Net Vl Noncharitable Assets$912,931NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,647MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,647MinimumInvestmentReturnAmt
Tax Based On Investment Income$152TaxBasedOnInvestmentIncomeAmt
Total Tax$152TotalTaxAmt
Distributable Before Adj$45,495DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,495DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,495DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$204,313ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$204,313QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$204,313AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,495DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$105,643ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,596ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$61,295ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$118,688ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$104,536ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$436,758TotalExcessDistributionCyovAmt
Qualifying Distributions$204,313QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,495AppliedToCurrentYearAmt
Remaining Distri From Corpus$158,818RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$595,576TotalCorpusAmt
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$105,643ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$489,933ExcessDistriCyovToNextYrAmt
Excess From Year4$46,596ExcessFromYear4Amt
Excess From Year3$61,295ExcessFromYear3Amt
Excess From Year2$118,688ExcessFromYear2Amt
Excess From Year1$104,536ExcessFromYear1Amt
Excess From Current Year$158,818ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADL SOUTHEAST REGION
3490 PIEDMONT ROAD NE 610ATLANTAGA30305NONEPCCIVIC$100
ALABAMA POSSIBLE
1016 19TH STREET SOUTHBIRMINGHAMAL35205NONEPCCIVIC$1,000
ALABAMA SYMPHONY ORCHESTRA
3621 SIXTH AVENUE SOUTHBIRMINGHAMAL35222NONEPCCIVIC$250
ALYS STEPHENS CENTER
1200 10TH AVE SBIRMINGHAMAL35294NONEPCCIVIC$2,500
ALZHEIMERS OF CENTRAL ALABAMA
300 OFFICE PARK DR STE 225BIRMINGHAMAL35223NONEPCMEDICAL$150
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001NONEPCEDUCATIONAL$35,000
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022NONEPCCIVIC$1,250
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPCCIVIC$2,000
BIRMINGHAM EDUCATION FOUNDATION
PO BOX 1476BIRMINGHAMAL35204NONEPCEDUCATIONAL$500
BIRMINGHAM HOLOCAUST EDUCATIONAL COMMITTEE
2222 ARLINGTON AVE SBIRMINGHAMAL35205NONEPCEDUCATIONAL$2,218
BIRMINGHAM JEWISH FEDERATION
3966 MONTCLAIR RDMOUNTAIN BROOKAL35213NONEPCCIVIC$29,786
BIRMINGHAM MUSEUM OF ART
2000 REVEREND ABRAHAM WOODS JRBIRMINGHAMAL35203NONEPCCIVIC$2,500BOULEVARD
BIRTHWELL PARTNERS
976 LINWOOD RDBIRMINGHAMAL35222NONEPCMEDICAL$180
B'NAI B'RITH YOUTH ORG
800 EIGHTH STREET NWWASHINGTON DCDC20001NONEPCCIVIC$1,000
CAMP RAMAH DAROM
6400 POWERS FERRY ROAD NW UNIT 215ATLANTAGA30339NONEPCCIVIC$18
CHABAD OF ALABAMA
3040 OVERTON ROADBIRMINGHAMAL35223NONEPCRELIGIOUS$15,360
CHILDREN CARE RESOURCE
4600 PARK RD SUITE 400CHARLOTTENC28209NONEPCCIVIC$100
COLLAT JEWISH FAMILY SERVICES
3940 MONTCLAIR RD 205BIRMINGHAMAL35213NONEPCRELIGIOUS$3,108
COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
2100 1ST AVE N 700BIRMINGHAMAL35203NONEPCCIVIC$1,000
CONGREGATION BETH SHALOM RODFE ZEDEK
55 E KINGS HWYCHESTERCT06412NONEPCRELIGIOUS$54
CONGREGATION OR HADASH
7460 TROWBRIDGE ROADSANDY SPRINGSGA30328NONEPCRELIGIOUS$18
CRUTCHES 4 KIDS
459 COLUMBUS AVENEW YORKNY10024NONEPCMEDICAL$900
ELIJAH RADIO
1435 WOODLAND RIDGE ROADODENVILLEAL35120NONEPCCIVIC$50
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPCCIVIC$800
FRIENDS OF ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163NONEPCCIVIC$500
GIRLS INC
5130 8TH CT SBIRMINGHAMAL35212NONEPCCIVIC$1,000
GREATER ALABAMA COUNCIL
516 LIBERTY PKWYVESTAVIA HILLSAL35242NONEPCCIVIC$1,000
HADASSAH
40 WALL STREETNEW YORKNY10005NONEPCRELIGIOUS$1,100
HEART GALLERY OF ALABAMA
3100 INDEPENDENCE DR SUITE 200BIRMINGHAMAL35209NONEPCMEDICAL$180
HORIZONS SCHOOL
2018 15TH AVENUE SOUTHBIRMINGHAMAL35205NONEPCEDUCATIONAL$50
IKAR
1737 S LA CIENEGA BLVDLOS ANGELESCA90036NONEPCRELIGIOUS$360
IMPACT ISRAEL
4340 E W HWY 202BETHESDAMD20814NONEPCCIVIC$2,604
IMPACT AL
701 MONTGOMERY HIGHWAYVESTAVIA HILLSAL35216NONEPCCIVIC$500
INDEPENDENT PRESBYTERIAN CHURCH
3100 HIGHLAND AVEBIRMINGHAMAL35205NONEPCCIVIC$50
INDIAN SPRINGS SCHOOL
190 WOODWARD DRPELHAMAL35124NONEPCEDUCATIONAL$21,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021NONEPCCIVIC$360
JOHN CARROLL HIGH SCHOOL
300 LAKESHORE PKWYBIRMINGHAMAL35209NONEPCEDUCATIONAL$50
JOINT DISTRIBUTION COMMITTEE
220 E 42ND STNEW YORKNY10017NONEPCCIVIC$5,500
KNESSEH ISRAEL
3100 OVERTON RDBIRMINGHAMAL35223NONEPCRELIGIOUS$500
LEADERSHIP BIRMINGHAM
1710 6TH AVENUE NORTH 12TH FLOORBIRMINGHAMAL35203NONECIVIC$250
LEVITE JEWISH COMMUNITY
3960 MONTCLAIR RDBIRMINGHAMAL35213NONEPCRELIGIOUS$2,518
MAGIC MOMENTS
2112 11TH AVE S 219BIRMINGHAMAL35205NONEPCCIVIC$100
MIKE SLIVE FOUNDATION
PO BOX 530748BIRMINGHAMAL35253NONEPCMEDICAL$100
MOUG CENTER DEAF EDUCATION
12300 S FORTY DRST LOUISMO63141NONEPCEDUCATIONAL$30
N E MILES JEWISH DAY SCHOOL
4000 MONTCLAIR RDBIRMINGHAMAL35213NONEPCEDUCATIONAL$5,490
NATIONAL FIRE & SAFETY
6400 S FIDDLERS GREEN CIR SUITEGREENWOOD VILLAGECO80111NONEPCCIVIC$521180
NORTHWESTERN UNIVERSITY
633 CLARK STEVANSTONIL60208NONEPCEDUCATIONAL$8,000
OASIS
1900 14TH AVE SBIRMINGHAMAL35205NONEPCCIVIC$1,000
PJ LIBRARY
67 HUNT STREET SUITE 100AGAWAMMA01001NONEPCEDUCATIONAL$180
PLANNED PARENTHOOD OF SOUTHEAST
1211 27TH PLACE SOUTHBIRMINGHAMAL35205NONEPCMEDICAL$1,400
PLANNED PARENTHOOD
1019 1ST AVE NBIRMINGHAMAL35203NONEPCCIVIC$1,000
QUARTERBACKING CHILDREN'S HEALTH CLUB
2019 4TH AVE N SUITE 101BIRMINGHAMAL35203NONEPCMEDICAL$150
RABBI GRAFFMAN ENDOWMENT FUND
2100 HIGHLAND AVEBIRMINGHAMAL35205NONEPCRELIGIOUS$180
RAILROAD PARK FOUNDATION
1600 1ST AVE SBIRMINGHAMAL35233NONEPCCIVIC$80
RAMAH DAROM
70 CAMP DAROMCLAYTONGA30525NONEPCRELIGIOUS$1,000
RANSOM EVERGLADES SCHOOL
3575 MAIN HWYMIAMIFL33133NONEPCEDUCATIONAL$100
RED MOUNTAIN PARK
2011 FRANKFURT DRBIRMINGHAMAL35211NONEPCCIVIC$500
RED MOUNTAIN THEATRE COMPANY
301 19TH ST NBIRMINGHAMAL35205NONEPCCIVIC$1,000
SISTERHOOD OF TEMPLE BETH-EL
2179 HIGHLAND AVENUE SOUTHBIRMINGHAMAL35205NONEPCRELIGIOUS$244
STAIR
3703 5TH AVE SOUTH SUITE 400BIRMINGHAMAL35222NONEPCEDUCATIONAL$50
TEACH FOR AMERCIA
2301 IST AVENUE N 105BIRMINGHAMAL35203NONEPCEDUCATIONAL$5,000
TEMPLE BETH EL
2179 HIGHLAND AVEBIRMINGHAMAL35205NONEPCRELIGIOUS$11,776
TEMPLE EMANU-EL
2100 HIGHLAND AVEBIRMINGHAMAL35205NONEPCRELIGIOUS$708
THE WOMEN'S FUND
2201 5TH AVE S APT 110BIRMINGHAMAL35233NONEPCCIVIC$900
UAB ARTS
1720 2ND AVE SOUTHBIRMINGHAMAL35294NONEPCEDUCATIONAL$2,500
UAB MARY FISCHER FUND
1720 2ND AVE SOUTHBIRMINGHAMAL35294NONEPCMEDICAL$5,000
UAB WOMEN'S TENNIS
1720 2ND AVE SOUTHBIRMINGHAMAL35294NONEPCEDUCATIONAL$1,000
UNITED ABILITY
100 OSLO CIRBIRMINGHAMAL35211NONEPCMEDICAL$1,025
UNITED STATES HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024NONEPCCIVIC$2,000
UNIVERSITY OF COLORADO FDN
1800 GRANT STREET SUITE 725DENVERCO80203NONEPCCIVIC$5,000
WALKER AREA COMMUNITY FOUNDATION
611 8TH AVEJASPERAL35501NONEPCCIVIC$9,000
WOMEN'S FUND OF BIRMINGHAM
2201 5TH AVE S APT 110BIRMINGHAMAL35233NONEPCCIVIC$500
WOODLAWN FOUNDATION
5529 1ST AVE SBIRMINGHAMAL35212NONEPCCIVIC$1,000
YMCA
2101 4TH AVE NBIRMINGHAMAL35203NONEPCCIVIC$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$203,929TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,146ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$6,274ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,872ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,872TotalIncomeProducingActyAmt

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$1,375Amt
Net Investment Income$1,031NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$344DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$254,656EOYBookValueAmt
EOYFMV$259,132EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$329,563EOYBookValueAmt
EOYFMV$481,401EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$54$41$0$14
POSTAGE AND SHIPPING$106$79$0$26

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$3,091Amt
Net Investment Income$3,091NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$112Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.