Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ENGEL FOUNDATION INC
C/O CROWNE PARTNERS INC
Number and street (or P.O. box number if mail is not delivered to street address)505 NORTH 20TH STREET NO 1150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35203
A Employer identification number

20-0892371
B Telephone number (see instructions)

(205) 328-3120
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,133,414J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,780 23,780  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 76,218
b Gross sales price for all assets on line 6a 884,310
7 Capital gain net income (from Part IV, line 2)... 76,218
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 99,998 99,998  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 595 446   149
b Accounting fees (attach schedule)....... Click to see attachment 1,500 1,125   375
c Other professional fees (attach schedule).... Click to see attachment 2,624 1,968   656
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 600 450   150
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 100 75   25
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,886 3,664   1,221
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,305 7,728   2,576
25 Contributions, gifts, grants paid....... 278,668 278,668
26 Total expenses and disbursements. Add lines 24 and 25 288,973 7,728   281,244
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -188,975
b Net investment income (if negative, enter -0-) 92,270
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 5,853 14,942 14,942
2 Savings and temporary cash investments......... 50,499 226,331 226,331
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 678,472 Click to see attachment263,075 421,274
c Investments—corporate bonds (attach schedule)....... 365,848 Click to see attachment408,467 420,867
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 50,000 Click to see attachment50,000 50,000
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,150,672 962,815 1,133,414
Liabilities 17 Accounts payable and accrued expenses.......... 2,488 3,535
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 2,488 3,535
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,148,184 959,280
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,148,184 959,280
30 Total liabilities and net assets/fund balances (see instructions). 1,150,672 962,815
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,148,184
2
Enter amount from Part I, line 27a .....................
2
-188,975
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
71
4
Add lines 1, 2, and 3 ..........................
4
959,280
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
959,280
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a BLUESTEIN ACCT# HS8751 STCG P    
b BLUESTEIN ACCT# HS8751 LTCG P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 397,490   388,359 9,131
b 486,820   419,733 67,087
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       9,131
b       67,087
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 76,218
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,283
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,283
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,283
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,293
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARK PFLAUM Telephone no.bullet (205) 328-3120

    Located atbullet505 20TH STREET NORTH STE 1150BIRMINGHAMAL ZIP+4bullet35203
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ILENE L ENGEL PRESIDENT
    0.00     		0 0 0
    1057 ARBOR TRACE
    ATLANTA,GA30319
    LISA ENGEL SECRETARY
    0.00     		0 0 0
    3547 KINGSHILL ROAD
    BIRMINGHAM,AL35223
    ILANA J ENGEL VICE PRESIDENT AND TREASURER
    0.00     		0 0 0
    3838 RAINBOW BOULEVARD APT 311
    KANSAS CITY,KS66103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,033,922
    b
    Average of monthly cash balances.......................
    1b
    163,939
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,197,861
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,197,861
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,968
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,179,893
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    58,995
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    58,995
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,283
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,283
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    57,712
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    57,712
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    57,712
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    281,244
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    281,244
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    281,244
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 57,712
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 130,832
    b From 2016...... 188,012
    c From 2017...... 117,155
    d From 2018...... 183,478
    e From 2019...... 162,859
    fTotal of lines 3a through e........ 782,336
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 281,244
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 57,712
    e Remaining amount distributed out of corpus 223,532
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,005,868
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		130,832
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		875,036
    10 Analysis of line 9:
    a Excess from 2016.... 188,012
    b Excess from 2017.... 117,155
    c Excess from 2018.... 183,478
    d Excess from 2019.... 162,859
    e Excess from 2020.... 223,532
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    19TH NEWS
    3267 BEE CAVES ROAD SUITE 107-353
    AUSTIN,TX78746     		NONE 501(C)(3) SUPPORT OF PROGRAMS 265
    ACT BLUE
    PO BOX 441146
    SOMERVILLE,MA02144     		NONE 501(C)(3) SUPPORT OF PROGRAMS 55
    AHAVATH ACHIM SYNAGOGUE
    600 PEACHTREE BATTLE AVE NW
    ATLANTA,GA30327     		NONE 501(C)(3) SUPPORT OF PROGRAMS 19
    AHIMSA HOUSE
    135 MAPLE ST
    DECATUR,GA30030     		NONE 501(C)(3) SUPPORT OF PROGRAMS 150
    ALABAMA INTERFAITH
    1513 NOBLE ST
    ANNISTON,AL36201     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FLOOR 17
    CHICAGO,IL60601     		NONE 501(C)(3) SUPPORT OF PROGRAMS 70
    AMERICAN CIVIL LIBERTIES UNION OF GEORGIA
    PO BOX 77208
    ATLANTA,GA77208     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    AMERICAN HEART ASSOCIATON
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE 501(C)(3) SUPPORT OF PROGRAMS 37
    AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H ST SW
    WASHINGTON DC,DC20001     		NONE 501(C)(3) SUPPORT OF PROGRAMS 10,000
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		NONE 501(C)(3) SUPPORT OF PROGRAMS 65,269
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    711 3RD AVE
    NEW YORK,NY10017     		NONE 501(C)(3) SUPPORT OF PROGRAMS 5,000
    AMERICAN JEWISH WORLD SERVICE
    45 W 36TH ST
    NEW YORK,NY10018     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    AMFAR
    120 WALL ST
    NEW YORK,NY10005     		NONE 501(C)(3) SUPPORT OF PROGRAMS 50
    ANGELS AMONG US PET RESCUE
    PO BOX 821
    ALPHARETTA,GA30009     		NONE 501(C)(3) SUPPORT OF PROGRAMS 150
    ANTI-DEFAMATION LEAGUE
    3490 PIEDMONT RD NE STE 610
    ATLANTA,GA30305     		NONE 501(C)(3) SUPPORT OF PROGRAMS 2,500
    ASPCA
    424 E 92ND ST
    NEW YORK,NY10128     		NONE 501(C)(3) SUPPORT OF PROGRAMS 114
    ASTEP DONATION
    165 W46TH STREET SUITE 1310
    NEW YORK,NY10036     		NONE 501(C)(3) SUPPORT OF PROGRAMS 50
    ATLANTA COMMUNITY FOOD BANK
    732 JOSEPH E LOWERY BLVD NW
    ATLANTA,GA30318     		NONE 501(C)(3) SUPPORT OF PROGRAMS 1,015
    ATLANTA HUMANE SOCIETY
    981 HOWELL MILL RD NW
    ATLANTA,GA30318     		NONE 501(C)(3) SUPPORT OF PROGRAMS 200
    ATLANTA JEWISH COMMUNITY RELATIONS COUNCIL
    1440 SPRING STREET NW
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    ATLANTA JEWISH FILM FESTIVAL
    1440 SPRING STREET NW
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 2,000
    ATLANTA KOLLEL
    1959 LAVISTA RD NE
    ATLANTA,GA30329     		NONE 501(C)(3) SUPPORT OF PROGRAMS 5,000
    ATLANTA MISSION
    2353 BOLTON RD NW
    ATLANTA,GA30318     		NONE 501(C)(3) SUPPORT OF PROGRAMS 120
    BEST FRIENDS ANIMAL CARE
    3390 N BERKELEY LAKE ROAD
    DULUTH,GA30096     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 21615
    NEW YORK,NY10087     		NONE 501(C)(3) SUPPORT OF PROGRAMS 1,000
    BNAIVAIL
    19 VAIL RD
    VAIL,CO81657     		NONE 501(C)(3) SUPPORT OF PROGRAMS 36
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 36
    BRADY CAMPAIGN TO PREVENT GUN VIOLENCE
    840 FIRST STREET NE SUITE 400
    WASHINGTON DC,DC20002     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    BUILD INC
    1223 N MILWAUKEE AVE
    CHICAGO,IL60642     		NONE 501(C)(3) SUPPORT OF PROGRAMS 515
    CAMP TWIN LAKES
    1100 SPRING STREET SUITE 406
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 90
    CANINE COMPANIONS
    2965 DUTTON AVE
    SANTA ROSA,CA95407     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    CENTER FOR THE VISUALLY IMPAIRED
    739 WEST PEACHTREE STREET
    ATLANTA,GA30308     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    CHABAD OF NORTHWEST ARKANSAS
    5402 W REDBUD ST
    ROGERS,AZ72758     		NONE 501(C)(3) SUPPORT OF PROGRAMS 380
    COLLAT JFS
    3940 MONTCLAIR RD STE 205
    BIRMINGHAM,AL35213     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    COMMUNITY ADVANCED PRACTICE NURSES INC
    173 BOULEVARD NE
    ATLANTA,GA30312     		NONE 501(C)(3) SUPPORT OF PROGRAMS 50
    COMMUNITY FOUNDATION OF GREATER ATLANTA
    191 PEACHTREE ST 1000
    ATLANTA,GA30303     		NONE 501(C)(3) SUPPORT OF PROGRAMS 2,500
    CONGREGATION OR HADASH
    7460 TROWBRIDGE ROAD
    SANDY SPRINGS,GA30328     		NONE 501(C)(3) SUPPORT OF PROGRAMS 37
    CREATING CONNECTED COMMUNITIES
    PO BOX 500247
    ATLANTA,GA31150     		NONE 501(C)(3) SUPPORT OF PROGRAMS 360
    DONORSCHOOSEORG
    134 W 37TH STREET FL 11
    NEW YORK,NY10018     		NONE 501(C)(3) SUPPORT OF PROGRAMS 240
    ELIJAH RADIO
    2822 COMMERCE BLVD
    IRONDALE,AL35210     		NONE 501(C)(3) SUPPORT OF PROGRAMS 25
    EMORY HEALTHCARE
    1762 CLIFTON ROAD NE SUITE 1400
    ATLANTA,GA303224001     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    EMORY MOMENTUM
    1762 CLIFTON ROAD NE SUITE 1400
    ATLANTA,GA303224001     		NONE 501(C)(3) SUPPORT OF PROGRAMS 50
    FAMILIES FIRST
    9 GALEN STREET SUITE 400
    WATERTOWN,MA02472     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    FEMINIST WOMEN'S HEALTH CENTER
    1924 CLIFF VALLEY WAY NE
    ATLANTA,GA30329     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    FRIENDS OF ISRAEL DEFENSE FORCES
    2040 NE 163RD ST STE 207
    NORTH MIAMI BEACH,FL33162     		NONE 501(C)(3) SUPPORT OF PROGRAMS 1,800
    GEORGIA BUDGET & POLICY INSTITUTE
    50 HURT PLAZA SE STE 70
    ATLANTA,GA30303     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    GEORGIA PUBLIC BROADCASTING
    260 14TH ST NW
    ATLANTA,GA30318     		NONE 501(C)(3) SUPPORT OF PROGRAMS 311
    GIVE BUTTER
    2020 PENNSYLVANIA AVE NW 401
    WASHINGTON DC,DC20006     		NONE 501(C)(3) SUPPORT OF PROGRAMS 115
    GO FUND ME
    3756 W AVENUE 40 STE K 507
    LOS ANGELES,CA90065     		NONE 501(C)(3) SUPPORT OF PROGRAMS 25
    GUIDE DOGS FOR THE BLIND INC
    PO BOX 151200
    SAN RAFAEL,CA94915     		NONE 501(C)(3) SUPPORT OF PROGRAMS 70
    HEAT
    2407 S CONGRESS AVE STE E 456
    AUSTIN,TX78704     		NONE 501(C)(3) SUPPORT OF PROGRAMS 158
    HEBREW IMMIGRANT AID SOCIETY
    1300 SPRING STREET SUITE 500
    SILVER SPRING,MD20910     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    HILLELS OF GEORGIA
    735 GATEWOOD RD NE
    ATLANTA,GA30322     		NONE 501(C)(3) SUPPORT OF PROGRAMS 1,000
    HUMANE SOCIETY OF THE US
    1255 23RD STREET NW SUITE 450
    WASHINGTON DC,DC20037     		NONE 501(C)(3) SUPPORT OF PROGRAMS 25
    IMPACT ISRAEL
    4340 EAST-WEST HWY STE 202
    BETHESDA,MD20814     		NONE 501(C)(3) SUPPORT OF PROGRAMS 51
    INSTITUTE OF SOUTHERN JEWISH LIFE
    4915 I55 N 100A
    JACKSON,MS39206     		NONE 501(C)(3) SUPPORT OF PROGRAMS 1,000
    INTERFAITH COMMUNITY INITIATIVES
    PO BOX 7043
    ATLANTA,GA30357     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    INTERNATIONAL RESCUE COMMITTEE
    2305 PARKLAKE DR NE
    ATLANTA,GA30345     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    JEWISH COUNCIL FOR YOUTH SERVICES
    150 N MICHIGAN AVE SUITE 640
    CHICAGO,IL60601     		NONE 501(C)(3) SUPPORT OF PROGRAMS 180
    JEWISH EDUCATION LOAN FUND
    4549 CHAMBLEE DUNWOODY RD
    ATLANTA,GA30338     		NONE 501(C)(3) SUPPORT OF PROGRAMS 2,500
    JEWISH FAMILY AND CAREER SERVICES
    4549 CHAMBLEE DUNWOODY RD
    ATLANTA,GA30338     		NONE 501(C)(3) SUPPORT OF PROGRAMS 1,274
    JEWISH FEDERATION OF GREATER ATLANTA
    1440 SPRING STREET NW
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 65,688
    JEWISH INTEREST FREE LOANS OF ATLANTA
    5115 NEW PEACHTREE ROAD SUITE 200A
    CHAMBLEE,GA30341     		NONE 501(C)(3) SUPPORT OF PROGRAMS 184
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021     		NONE 501(C)(3) SUPPORT OF PROGRAMS 750
    JEWISH WOMEN'S FUND OF ATLANTA
    1440 SPRING STREET NW
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 29,200
    JOHN'S HOPKINS
    750 EAST PRATT STREET 17TH FLOOR
    BALTIMORE,MD21202     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    JOINFORGEORG
    1775 WASHINGTON AVE 7D
    MIAMI BEACH,FL33139     		NONE 501(C)(3) SUPPORT OF PROGRAMS 210
    KIPP METRO ATLANTA
    1445 MAYNARD RD NW
    ATLANTA,GA30331     		NONE 501(C)(3) SUPPORT OF PROGRAMS 2,030
    LIFELINE ANIMAL PROJECT
    129 LAKE STREET
    AVONDALE ESTATE,GA30002     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    MAPS MARYLAND PARK
    PO BOX 450
    BROOKLANDVILLE,MD21022     		NONE 501(C)(3) SUPPORT OF PROGRAMS 26
    MAZON
    10850 WILSHIRE BLVD SUITE 400
    LOS ANGELES,CA90024     		NONE 501(C)(3) SUPPORT OF PROGRAMS 1,057
    MIDTOWN ASSISTANCE CENTER
    30 PORTER PL NE
    ATLANTA,GA30308     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    ML4 FOUNDATION
    1440 SPRING STREET NW
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 307
    MOTHERS AGAINST DRUNK DRIVING
    511 E JOHN CARPENTER FREEWAY
    IRVING,TX75062     		NONE 501(C)(3) SUPPORT OF PROGRAMS 25
    MUSCULAR DYSTROPHY ASSOCIATION
    700 CENTURY PARK S 225
    BIRMINGHAM,AL35226     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    MUTTS WITH A MISSION
    PO BOX 4147
    SUFFOLK,VA23439     		NONE 501(C)(3) SUPPORT OF PROGRAMS 35
    NAACP LDF
    1520 4TH AVE N
    BIRMINGHAM,AL35203     		NONE 501(C)(3) SUPPORT OF PROGRAMS 350
    NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS
    100 IVAN ALLEN JR NW BLVD
    ATLANTA,GA30313     		NONE 501(C)(3) SUPPORT OF PROGRAMS 1,000
    NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY
    1400 CONSTITUTION AVENUE NORTHWEST
    WASHINGTON DC,DC20560     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    NCJW ATLANTA
    6303 ROSWELL RD
    ATLANTA,GA30328     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    NEW AMERICAN PATHWAYS
    2300 HENDERSON MILL ROAD
    ATLANTA,GA30345     		NONE 501(C)(3) SUPPORT OF PROGRAMS 257
    NORTH SHORE ANIMAL LEAGUE
    25 DAVIS AVE
    PORT WASHINGTON,NY11050     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    NORTH TX FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075     		NONE 501(C)(3) SUPPORT OF PROGRAMS 50
    OUR HOUSE
    173 BOULEVARD NORTHEAST
    ATLANTA,GA30312     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    PAN MASS CHALLENGE
    77 FOURTH AVENUE
    NEEDHAM,MA02494     		NONE 501(C)(3) SUPPORT OF PROGRAMS 61
    PAWS FOR PURPLE HEARTS
    5860 LABATH AVENUE SUITE A
    ROHNERT PARK,CA94928     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    PGA TOUR SPECIES
    1 PGA TOUR BOULEVARD
    PONTE VEDRA BEACH,FL32082     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    PLANNED PARENTHOOD SOUTHEAST
    220 COBB PKWY
    ATLANTA,GA30303     		NONE 501(C)(3) SUPPORT PROGRAMS 5,500
    PUBLIC BROADCASTING ATLANTA
    260 14TH ST NW
    ATLANTA,GA30318     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    READING IS FUNDAMENTAL
    1730 RHODE ISLAND AVE NW STE 1100
    WASHINGTON DC,DC20036     		NONE 501(C)(3) SUPPORT OF PROGRAMS 85
    SHELDRICK WILDLIFE TRUST
    25283 CABOT ROAD SUITE 101
    LAGUNA HILLS,CA92653     		NONE 501(C)(3) SUPPORT OF PROGRAMS 202
    SIGMA DELTA TAU FOUNDATION
    714 ADAMS STREET
    CARMEL,IN46032     		NONE 501(C)(3) SUPPORT OF PROGRAMS 111
    SIMON WIESENTHAL CENTER
    1399 ROXBURY DR
    LOS ANGELES,CA90035     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    SOUTHERN JEWISH HISTORICAL SOCIETY
    4915 I-55 100
    JACKSON,MS39206     		NONE 501(C)(3) SUPPORT OF PROGRAMS 50
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE 501(C)(3) SUPPORT OF PROGRAMS 150
    SPELMAN COLLEGE
    350 SPELMAN LANE SW
    ATLANTA,GA303144399     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    ST JUDE'S CHILDREN RESEARCH HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    STANFORD
    450 JANE STANFORD WAY
    STANFORD,CA943052004     		NONE 501(C)(3) SUPPORT OF PROGRAMS 40
    TEAM RUBICON
    6171 W CENTRUY BLVD SUITE 310
    LOS ANGELES,CA90045     		NONE 501(C)(3) SUPPORT OF PROGRAMS 258
    TEMIMA
    1839 LAVISTA RD NE
    ATLANTA,GA30329     		NONE 501(C)(3) SUPPORT OF PROGRAMS 3,600
    TEMPLE ISAIAH - MARYLAND
    12200 SCAGGSVILLE RD
    FULTON,MD20759     		NONE 501(C)(3) SUPPORT OF PROGRAMS 37
    THE ATLANTA WOMEN'S FOUNDATION
    50 HURT PLZ SE STE 401
    ATLANTA,GA30303     		NONE 501(C)(3) SUPPORT OF PROGRAMS 7,500
    THE AUXILIARY WILLIAM BREMEN JEWISH MUSEUM
    1440 SPRING STREET NW
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 108
    THE BIRMINGHAM JEWISH FOUNDATION
    3966 MONTCLAIR ROAD
    BIRMINGHAM,AL35213     		NONE 501(C)(3) SUPPORT OF PROGRAMS 5,000
    THE BLUE DOVE FOUNDATION
    1200 ASHWOOD PKWY SUITE 400
    ATLANTA,GA30338     		NONE 501(C)(3) SUPPORT OF PROGRAMS 258
    THE DAVIS ACADEMY
    8105 ROBERTS DRIVE
    ATLANTA,GA30350     		NONE 501(C)(3) SUPPORT OF PROGRAMS 360
    THE FORWARD
    125 MAIDEN LN FLOOR 8
    NEW YORK,NY10038     		NONE 501(C)(3) SUPPORT OF PROGRAMS 76
    THE GIVING KITCHEN
    513 EDGEWOOD AVENUE SUITE 100
    ATLANTA,GA30312     		NONE 501(C)(3) SUPPORT OF PROGRAMS 150
    THE HIGH MUSEUM OF ART
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 600
    THE TEMPLE BETH TIKVAH
    9955 COLEMAN RD
    ROSWELL,GA30075     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    THE TEMPLE
    1927 MT OLIVE BLVD
    GARDENDALE,AL35071     		NONE 501(C)(3) SUPPORT OF PROGRAMS 27,089
    THE TEXAS TRIBUNE
    919 CONGRESS AVE SIXTH FLOOR
    AUSTIN,TX78701     		NONE 501(C)(3) SUPPORT OF PROGRAMS 124
    UNION FOR REFORM JUDAISM
    633 3RD AVE
    NEW YORK,NY10017     		NONE 501(C)(3) SUPPORT OF PROGRAMS 180
    UNITED NEGRO COLLEGE FUND
    601 19TH ST N 2ND FL
    BIRMINGHAM,AL35203     		NONE 501(C)(3) SUPPORT OF PROGRAMS 25
    UNITED WAY OF GREATER ATLANTA
    100 EDGEWOOD AVE NE
    ATLANTA,GA30303     		NONE 501(C)(3) SUPPORT OF PROGRAMS 1,000
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PI SW
    WASHINGTON DC,DC20024     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    USA FOR UNHCR
    1310 L ST NW 450
    WASHINGTON DC,DC20005     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    WALKER AREA COMMUNITY FOUNDATION
    611 8TH AVENUE
    JASPER,AL35501     		NONE 501(C)(3) SUPPORT OF PROGRAMS 9,000
    WILLIAM BREMAN JEWISH HERITAGE MUSEUM
    1440 SPRING ST NW
    ATLANTA,GA30309     		NONE 501(C)(3) SUPPORT OF PROGRAMS 360
    WORLD CENTRAL KITCHEN
    1342 FLORIDA AVENUE NW
    WASHINGTON DC,DC20009     		NONE 501(C)(3) SUPPORT OF PROGRAMS 420
    WORLD JEWISH CONGRESS FOUNDATION
    501 MADISON AVE
    NEW YORK,NY10022     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE 501(C)(3) SUPPORT OF PROGRAMS 63
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		NONE 501(C)(3) SUPPORT OF PROGRAMS 100
    YAD YAAKOV
    349 STARLING RD
    ENGLEWOOD,NJ07631     		NONE 501(C)(3) SUPPORT OF PROGRAMS 250
    YEAR UP
    45 MILK ST 9TH FLOOR
    BOSTON,MA02109     		NONE 501(C)(3) SUPPORT OF PROGRAMS 500
    Total .................................bullet 3a 278,668
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 23,780  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 76,218  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 99,998 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    99,998
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE ENGEL FOUNDATION INC
     
    C/O CROWNE PARTNERS INC
    EIN:
    20-0892371
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,500 1,125   375

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE ENGEL FOUNDATION INC
     
    C/O CROWNE PARTNERS INC
    EIN:
    20-0892371
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BLUESTEIN ACCT# HS8751 BONDS 408,467 420,867

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ENGEL FOUNDATION INC
     
    C/O CROWNE PARTNERS INC
    EIN:
    20-0892371
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BLUESTEIN ACCT# HS8751 STOCKS 263,075 421,274

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ENGEL FOUNDATION INC
     
    C/O CROWNE PARTNERS INC
    EIN:
    20-0892371
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISRAEL BONDS AT COST 50,000 50,000

    TY 2020 LegalFeesSchedule
    Name:
    THE ENGEL FOUNDATION INC
     
    C/O CROWNE PARTNERS INC
    EIN:
    20-0892371
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 595 446   149


    TY 2020 OtherExpensesSchedule
    Name:
    THE ENGEL FOUNDATION INC
     
    C/O CROWNE PARTNERS INC
    EIN:
    20-0892371
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 217 162   54
    DUES AND SUBSCRIPTIONS 168 126   42
    MANAGEMENT AND CUSTODY FEES 4,421 3,316   1,105
    OFFICE EXPENSE 80 60   20


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ENGEL FOUNDATION INC
     
    C/O CROWNE PARTNERS INC
    EIN:
    20-0892371
    Description Amount
    PRIOR PERIOD ADJUSTMENT NOT AFFECTING INCOME 71


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ENGEL FOUNDATION INC
     
    C/O CROWNE PARTNERS INC
    EIN:
    20-0892371
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 2,624 1,968   656


    TY 2020 TaxesSchedule
    Name:
    THE ENGEL FOUNDATION INC
     
    C/O CROWNE PARTNERS INC
    EIN:
    20-0892371
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES AND LICENSES 600 450   150