LISA AND ALAN ENGEL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LISA AND ALAN ENGEL FOUNDATION (EIN 63-0989498)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349104578
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T16:47:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630989498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA AND ALAN ENGEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 2052214000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 20TH STREET NORTH 1150 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN ENGEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2052214000 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY WATTS | PreparerPersonNm |
| PTIN | P01464575 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $147,615 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,482 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $134,553 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,553 | 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 | $1,904 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,428 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $476 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $613 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,579 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $395 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $871 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,328 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,956 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $96,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $112,659 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,302 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,732 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $150,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,615 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $150,299 | CapitalStockBOYAmt |
| Capital Stock EOY | $90,918 | 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 | $150,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $90,918 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $123,970 | GrossSalesPriceAmt |
| Cost Or Other Basis | $91,488 | CostOrOtherBasisAmt |
| Gain Or Loss | $32,482 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $32,482 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,482 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $435 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $435 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $435 | 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 |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $435 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK PFLAUM CPA | IndividualWithBooksNm |
| Phone | 2055216311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 20TH STREET NORTH SUITE 1150 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA R ENGEL | ||||||||
| 1800 KENSINGTON ROAD | HOMEWOOD | AL | 35209 | PRESIDENT/ DIRECTOR | 7.50 | $0 | $0 | $0 |
| ALAN Z ENGEL | ||||||||
| 1800 KENSINGTON ROAD | HOMEWOOD | AL | 35209 | VP/ SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREA ENGEL HAINES | ||||||||
| 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 | $142,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,759 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $435 | TotalTaxAmt |
| Distributable Before Adj | $7,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $158,818 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $167,735 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,230 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $173,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $105,813 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $762,842 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $182,373 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $945,215 | 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 | $158,818 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $786,397 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $167,735 | ExcessFromYear4Amt |
| Excess From Year3 | $157,230 | ExcessFromYear3Amt |
| Excess From Year2 | $173,246 | ExcessFromYear2Amt |
| Excess From Year1 | $105,813 | ExcessFromYear1Amt |
| Excess From Current Year | $182,373 | 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 (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU OF ALABAMA FOUNDATION | ||||||||
| PO BOX 6179 | MONTGOMERY | AL | 36106 | NONE | PC | CIVIC | $2,500 | |
| AJC ATLANTA | ||||||||
| 3525 PIEDMONT RD NE | ATLANTA | GA | 30305 | NONE | PC | CIVIC | $2,500 | |
| AL HOLOCAUST EDUCATION CENTER | ||||||||
| 2100 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $4,300 | |
| ALABAMA APPLESEED CENTER | ||||||||
| 2 OFFICE PARK CIRCLE STE 10 | BIRMINGHAM | AL | 35223 | NONE | PC | CIVIC | $500 | |
| ALABAMA GIVING | ||||||||
| 4300 KENNESAW DRIVE | BIMRINGHAM | AL | 35213 | NONE | PC | CIVIC | $400 | |
| ALABAMA SYMPHONY ORCHESTRA | ||||||||
| 3621 SIXTH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PC | CIVIC | $2,750 | |
| ALYS STEPHENS CENTER | ||||||||
| 1200 10TH AVE S | BIRMINGHAM | AL | 35294 | NONE | PC | CIVIC | $2,500 | |
| ALZHEIMER'S OF CENTRAL ALABAMA | ||||||||
| 300 OFFICE PARK DR STE 225 | BIRMINGHAM | AL | 35223 | NONE | PC | MEDICAL | $180 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | PC | CIVIC | $5,000 | |
| BAMA HALLEL | ||||||||
| 380 9TH ST | TUSCALOOSA | AL | 35401 | NONE | PC | CIVIC | $3,400 | |
| BBYO | ||||||||
| 529 14TH STREET NW SUITE 705 | WASHINGTON | DC | 20045 | NONE | PC | CIVIC | $1,800 | |
| BIG CITY MOUNTAINEERS | ||||||||
| 5394 MARSHALL ST SUITE 200 | ARVADA | CO | 80002 | NONE | PC | CIVIC | $5,000 | |
| BIRMINGHAM JEWISH FEDERATION | ||||||||
| 3966 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | NONE | PC | CIVIC | $608 | |
| 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 | $2,000 | |
| B'NAI VAIL | ||||||||
| 19 VAIL RD | VAIL | CO | 81657 | NONE | PC | CIVIC | $360 | |
| CAMP JACOBS | ||||||||
| 3863 MORRISON ROAD | UTICA | MI | 39175 | NONE | PC | CIVIC | $10,000 | |
| CHABAD OF ALABAMA | ||||||||
| 3040 OVERTON ROAD | BIRMINGHAM | AL | 35223 | NONE | PC | CIVC | $16,000 | |
| CHABAD OF MUMBAI INC | ||||||||
| 518 MAIN ST | LAWRENCE | NY | 11559 | NONE | PC | CIVIC | $5,000 | |
| CHILDCARE RESOURCES | ||||||||
| 244 W VALLEY AVE | BIRMINGHAM | AL | 35209 | NONE | PC | CIVIC | $500 | |
| COLLATT JEWISH FAMILY SERVICES | ||||||||
| 3940 MONTCLAIR RD 205 | BIRMINGHAM | AL | 35213 | NONE | PC | RELIGIOUS | $6,018 | |
| CONGREGATION BETH ELOHIM | ||||||||
| 274 GARFIELD PLACE | BROOKLYN | NY | 11215 | NONE | PC | RELIGIOUS | $100 | |
| 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 | |
| FAITH IN ACTION ALABAMA | ||||||||
| 2100 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $10,000 | |
| GABRIEL PROJECT MUMBAI | ||||||||
| PO BOX 5025 | BERGENFIELD | NJ | 07621 | NONE | PC | CIVIC | $5,000 | |
| GRAFMAN ENDOWMENT FUND | ||||||||
| 2100 HIGHLAND AVE S | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $18 | |
| HADASSAH | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | RELIGIOUS | $1,118 | |
| HOMEWOOD CITY SCHOOLS FOUNDATION | ||||||||
| PO BOX 59764 | HOMEWOOD | AL | 35209 | NONE | PC | CIVIC | $1,000 | |
| HOMEWOOD LIBRARY FOUNDATION | ||||||||
| 1721 OXMOOR ROAD | HOMEWOOD | AL | 35209 | NONE | PC | CIVIC | $250 | |
| IMPACT AMERICA | ||||||||
| 601 BEACON PKWY W SUITE 102 | BIRMINGHAM | AL | 35209 | NONE | PC | CIVIC | $2,500 | |
| 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 | $3,000 | |
| JEFFERSON COUNTY GREENWAYS FOUNDATION | ||||||||
| 1214 81ST STREET SOUTH | BIRMINGHAM | AL | 35206 | NONE | PC | CIVIC | $50 | |
| JFEDLA (WILDFIRE CRISIS RELIEF FUND) | ||||||||
| PO BOX 54269 | LOS ANGELES | CA | 90054 | NONE | PC | CIVIC | $5,000 | |
| JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | CIVIC | $10,000 | |
| KBY CONGREGATIONS TOGETHER INC | ||||||||
| PO BOX 23170 | BROOKLYN | NY | 11202 | NONE | PC | CIVIC | $1,800 | |
| KELLOGG SCHOOL OF MANAGEMENT | ||||||||
| 2211 CAMPUS DRIVE | EVANSTON | IL | 60208 | NONE | PC | EDUCATIONAL | $700 | |
| KNESSETH ISRAEL CONGREGATION | ||||||||
| 3100 OVERTON RD | BIRMINGHAM | AL | 35223 | NONE | PC | RELIGIOUS | $1,100 | |
| LEADERSHIP BIRMINGHAM | ||||||||
| 1710 6TH AVENUE NORTH 12TH FLOOR | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $250 | |
| LEVITE JEWISH COMMUNITY CENTER | ||||||||
| 3960 MONTECLAIR ROAD | BIRMINGHAM | AL | 35213 | NONE | PC | CIVIV | $2,500 | |
| LURIA ACADEMY | ||||||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | NONE | PC | CIVIC | $1,800 | |
| MAGIC MOMENTS | ||||||||
| 2112 11TH AVE S 219 | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $150 | |
| MIKE ESKRIDGE FOUNDATION | ||||||||
| 3125 INDEPENDENCE DRIVE SUITE 3 | BIRMINGHAM | AL | 35209 | NONE | PC | CIVIC | $500 | |
| NE MILES JEWISH DAY SCHOOL | ||||||||
| 4000 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | NONE | PC | EDUCATIONAL | $15,518 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) | ||||||||
| 4301 WILSON BOULEVARD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | CIVIC | $500 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | EDUCATIONAL | $7,500 | |
| OASIS COUNSELING BIRMINGHAM | ||||||||
| 1900 14TH AVE S | BIRMINGHAM | AL | 35205 | NONE | PC | CIVIC | $1,300 | |
| PLANNED PARENTHOOD SOUTHEAST | ||||||||
| 1211 27TH PLACE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PC | MEDICAL | $250 | |
| RAILROAD PARK FOUNDATION | ||||||||
| 1600 1ST AVE S | BIRMINGHAM | AL | 35233 | NONE | PC | CIVIC | $115 | |
| RAMAH DAROM | ||||||||
| 70 CAMP DAROM | CLAYTON | GA | 30525 | NONE | PC | RELIGIOUS | $1,000 | |
| RANSOM EVERGLADES SCHOOL | ||||||||
| 3575 MAIN HWY | MIAMI | FL | 33133 | NONE | PC | EDUCATIONAL | $500 | |
| RUTH RALES JEWISH FAMILY SERVICES | ||||||||
| 21300 RUTH BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | NONE | PC | CIVIC | $36 | |
| SAIL | ||||||||
| 3000 NASH STREET N SUITE B | WILSON | NC | 27896 | NONE | PC | CIVIC | $1,000 | |
| SOJOURN | ||||||||
| 5520 CRESTWOOD BLVD | BIRMINGHAM | AL | 35212 | NONE | PC | CIVIC | $360 | |
| STAIR BIRMINGHAM | ||||||||
| 3703 5TH AVE SOUTH SUITE 400 | BIRMINGHAM | AL | 35222 | NONE | PC | CIVIC | $250 | |
| TEACH FOR AMERICA ALABAMA | ||||||||
| 2301 1ST AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | EDUCATIONAL | $500 | |
| TEMPLE BETH-EL | ||||||||
| 2179 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | RELIGIOUS | $10,218 | |
| TEMPLE EMANU-EL | ||||||||
| 2100 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | RELIGIOUS | $800 | |
| THE EXECPTIONAL FOUNDATION | ||||||||
| 1616 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | NONE | PC | CIVIC | $250 | |
| TORAH FUND | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | RELIGIOUS | $180 | |
| TUNNELS TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | CIVIC | $50 | |
| TWO BY TWO RESCUE | ||||||||
| PO BOX 708 | HELENA | AL | 35080 | NONE | PC | CIVIC | $250 | |
| UNITED ABILITY | ||||||||
| 100 OSLO CIR | BIRMINGHAM | AL | 35211 | NONE | PC | CIVIC | $1,000 | |
| UNITED STATES HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | EDUCATIONAL | $1,000 | |
| UNIVERSITY OF ALABAMA | ||||||||
| 739 UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | NONE | PC | EDUCATIONAL | $10,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | NONE | PC | EDUCATIONAL | $5,000 | |
| WBHM PUBLIC RADIO | ||||||||
| 650 11TH ST S | BIRMINGHAM | AL | 35223 | NONE | PC | CIVIC | $750 | |
| WOMEN'S FOUNDATON OF ALABAMA | ||||||||
| 2213 1ST AVE S | BIRMINGHAM | AL | 35233 | NONE | PC | CIVIC | $1,500 | |
| WOODLAWN UNITED | ||||||||
| 5529 1ST AVE S | BIRMINGHAM | AL | 35212 | NONE | PC | CIVIC | $2,000 | |
| YWCA OF CENTRAL ALABAMA | ||||||||
| 309 23RD STREET N | BIRMINGHAM | AL | 35203 | NONE | PC | CIVIC | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,229 | 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 | $2,071 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,482 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,553 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALAN AND LISA ENGEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 KENSINGTON ROAD | AddressLine1Txt |
| City | HOMEWOOD | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,904 | Amt |
| Net Investment Income | $1,428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $476 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $55,962 | EOYBookValueAmt |
| EOYFMV | $112,659 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $1,579 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $395 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $613 | Amt |
| Net Investment Income | $613 | 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 TAX | CategoryTxt |
| Amt | $609 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments