2026-05-12T16:47:13-05:00 2025-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990PF 2025-01-01 630989498 LISA AND ALAN ENGEL FOUNDATION LISA 2052214000 505 20TH STREET NORTH 1150 BIRMINGHAM AL 35203 ALAN ENGEL DIRECTOR 2052214000 2026-05-08 1 STACY WATTS P01464575 2059794100 2025 2025-03-06 01:10:19Z X 147615 X 100000 2071 2071 32482 123970 32482 134553 34553 0 0 0 0 0 1904 1428 0 476 613 613 0 0 609 0 0 0 1579 1184 0 395 4705 3225 0 871 189229 189229 193934 3225 0 190100 -59381 31328 0 21110 34956 34956 96155 55962 112659 23302 0 0 9732 0 0 150299 90918 147615 0 0 X 150299 90918 0 0 0 0 150299 90918 150299 90918 150299 -59381 0 90918 0 90918 PUBLICLY TRADED SECURITIES P 123970 91488 32482 32482 32482 435 0 435 0 435 0 0 0 0 0 0 435 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A MARK PFLAUM CPA 2055216311 505 20TH STREET NORTH SUITE 1150 BIRMINGHAM AL 35203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 142976 22759 0 165735 0 0 165735 2486 163249 8162 8162 435 435 7727 0 7727 0 7727 190100 0 190100 7727 0 0 158818 167735 157230 173246 105813 762842 190100 0 0 0 7727 182373 0 0 945215 0 0 0 0 0 0 158818 786397 167735 157230 173246 105813 182373 ALAN Z ENGEL X ACLU OF ALABAMA FOUNDATION PO BOX 6179 MONTGOMERY AL 36106 NONE PC CIVIC 2500 AJC ATLANTA 3525 PIEDMONT RD NE ATLANTA GA 30305 NONE PC CIVIC 2500 AL HOLOCAUST EDUCATION CENTER 2100 HIGHLAND AVE BIRMINGHAM AL 35205 NONE PC CIVIC 4300 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 2750 ALYS STEPHENS CENTER 1200 10TH AVE S BIRMINGHAM AL 35294 NONE PC CIVIC 2500 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 5000 BAMA HALLEL 380 9TH ST TUSCALOOSA AL 35401 NONE PC CIVIC 3400 BBYO 529 14TH STREET NW SUITE 705 WASHINGTON DC 20045 NONE PC CIVIC 1800 BIG CITY MOUNTAINEERS 5394 MARSHALL ST SUITE 200 ARVADA CO 80002 NONE PC CIVIC 5000 BIRMINGHAM JEWISH FEDERATION 3966 MONTCLAIR RD BIRMINGHAM AL 35213 NONE PC CIVIC 608 BIRMINGHAM MUSEUM OF ART 2000 REVEREND ABRAHAM WOODS JR BOULEVARD BIRMINGHAM AL 35203 NONE PC CIVIC 2500 BIRMINGHAM ZOO 2630 CAHABA RD BIRMINGHAM AL 35223 NONE PC CIVIC 2000 B'NAI VAIL 19 VAIL RD VAIL CO 81657 NONE PC CIVIC 360 CAMP JACOBS 3863 MORRISON ROAD UTICA MI 39175 NONE PC CIVIC 10000 CHABAD OF ALABAMA 3040 OVERTON ROAD BIRMINGHAM AL 35223 NONE PC CIVC 16000 CHABAD OF MUMBAI INC 518 MAIN ST LAWRENCE NY 11559 NONE PC CIVIC 5000 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 6018 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 1000 FAITH IN ACTION ALABAMA 2100 4TH AVE N BIRMINGHAM AL 35203 NONE PC CIVIC 10000 GABRIEL PROJECT MUMBAI PO BOX 5025 BERGENFIELD NJ 07621 NONE PC CIVIC 5000 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 1118 HOMEWOOD CITY SCHOOLS FOUNDATION PO BOX 59764 HOMEWOOD AL 35209 NONE PC CIVIC 1000 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 2500 IMPACT ISRAEL 4340 E W HWY 202 BETHESDA MD 20814 NONE PC CIVIC 5000 INDIAN SPRINGS SCHOOL 190 WOODWARD DR PELHAM AL 35124 NONE PC EDUCATIONAL 3000 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 5000 JOINT DISTRIBUTION COMMITTEE 220 E 42ND ST NEW YORK NY 10017 NONE PC CIVIC 10000 KBY CONGREGATIONS TOGETHER INC PO BOX 23170 BROOKLYN NY 11202 NONE PC CIVIC 1800 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 1100 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 2500 LURIA ACADEMY 238 ST MARKS AVENUE BROOKLYN NY 11238 NONE PC CIVIC 1800 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 15518 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 7500 OASIS COUNSELING BIRMINGHAM 1900 14TH AVE S BIRMINGHAM AL 35205 NONE PC CIVIC 1300 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 1000 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 1000 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 10218 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 1000 UNITED STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PC EDUCATIONAL 1000 UNIVERSITY OF ALABAMA 739 UNIVERSITY BLVD TUSCALOOSA AL 35487 NONE PC EDUCATIONAL 10000 UNIVERSITY OF COLORADO FOUNDATION 1800 GRANT STREET SUITE 725 DENVER CO 80203 NONE PC EDUCATIONAL 5000 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 1500 WOODLAWN UNITED 5529 1ST AVE S BIRMINGHAM AL 35212 NONE PC CIVIC 2000 YWCA OF CENTRAL ALABAMA 309 23RD STREET N BIRMINGHAM AL 35203 NONE PC CIVIC 250 189229 0 14 2071 18 32482 0 34553 0 34553 0 0 0 0 0 0 0 0 0 0 X X 1 ALAN AND LISA ENGEL 1800 KENSINGTON ROAD HOMEWOOD AL 35209 100000 X ACCOUNTING FEES 1904 1428 0 476 COMMON STOCK 55962 112659 BANK FEES 1579 1184 0 395 INVESTMENT ADVISORY FEES 613 613 0 0 EXCISE TAX 609 0 0 0