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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE ENGH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

81-3680925
B Telephone number (see instructions)

(651) 466-8088
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$13,954,561
J 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) 220,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 150,888 112,605  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 600,887
b Gross sales price for all assets on line 6a 4,488,217
7 Capital gain net income (from Part IV, line 2)... 600,887
8 Net short-term capital gain......... 0
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)....... 155,090 124,265  
12 Total. Add lines 1 through 11........ 1,126,865 837,757  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,500 0 0 1,500
c Other professional fees (attach schedule).... 54,645 49,180   5,464
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 3,036 278   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 28,778 24,549   3,308
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,959 74,007 0 10,272
25 Contributions, gifts, grants paid....... 703,400 703,400
26 Total expenses and disbursements. Add lines 24 and 25 791,359 74,007 0 713,672
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 335,506
b Net investment income (if negative, enter -0-) 763,750
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............      
2 Savings and temporary cash investments......... 480,026 460,016 459,985
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 5,750,774 Click to see attachment5,799,449 9,524,116
c Investments—corporate bonds (attach schedule)....... 2,307,624 Click to see attachment1,414,560 1,453,076
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,122,531 Click to see attachment2,845,397 2,517,378
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment23 Click to see attachment6 Click to see attachment6
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,660,978 10,519,428 13,954,561
Liabilities 17 Accounts payable and accrued expenses..........    
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).........   0
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...........    
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........ 9,660,978 10,519,428
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)..... 9,660,978 10,519,428
30 Total liabilities and net assets/fund balances (see instructions). 9,660,978 10,519,428
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
9,660,978
2
Enter amount from Part I, line 27a .....................
2
335,506
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
754,862
4
Add lines 1, 2, and 3 ..........................
4
10,751,346
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
231,918
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,519,428
Form 990-PF (2021)
Form 990-PF (2021)
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 20. CALL ON MSFT 01/15/21 @ 220.000   2020-05-15 2021-01-15
b 26. CALL ON SPLK 01/15/21 @ 185.000   2020-12-24 2021-01-15
c 600. BRISTOL MYERS SQUIBB RT 3/31/21   1911-11-11 2021-01-19
d 50000. BMO 24M EEM TW MTN 1/29/21   2019-01-28 2021-01-29
e 500000. GENERAL MOTORS 4.200% 3/01/21   2019-09-25 2021-02-01
2600. SPLUNK INC     2021-02-11
83000. WELLS FARGO MTN 3.500% 3/08/22   2020-06-16 2021-02-11
135. PUT ON SPY 02/19/21 @ 350.000   2020-12-31 2021-02-19
40. CALL ON MU 02/19/21 @ 80.000   2020-12-23 2021-02-19
3. CALL ON AMZN 02/19/21 @ 3600.000   2020-12-24 2021-02-19
500000. BANK OF MONTREAL MTN 2.500% 6/28/24   2020-05-21 2021-02-26
100000. ORACLE CORP 2.500% 5/15/22   2020-06-16 2021-02-26
100000. U S TREASURY BD 2.875% 8/15/45   2020-06-15 2021-02-26
100000. U S TREASURY BD 3.000% 2/15/49   2020-06-15 2021-02-26
30. CALL ON MSFT 03/19/21 @ 250.000   2020-12-28 2021-03-19
10. CALL ON UNH 03/19/21 @ 390.000   2020-12-28 2021-03-19
20. CALL ON WMT 03/19/21 @ 160.000   2020-12-28 2021-03-19
125. PUT ON SPY 04/16/21 @ 350.000   2021-02-16 2021-04-16
3. CALL ON AMZN 04/16/21 @ 3600.000   2021-02-24 2021-04-16
20. CALL ON MTCH 04/16/21 @ 180.000   2021-02-24 2021-04-16
40. CALL ON MU 04/16/21 @ 105.000   2021-02-22 2021-04-16
20. CALL ON MTCH 06/18/21 @ 160.000   2021-04-22 2021-06-18
3. CALL ON AMZN 06/18/21 @ 3700.000   2021-04-22 2021-06-18
30. CALL ON MSFT 07/16/21 @ 280.000   2021-04-21 2021-07-14
40. CALL ON MU 07/16/21 @ 105.000   2021-04-22 2021-07-16
120. PUT ON SPY 07/16/21 @ 365.000   2021-04-22 2021-07-16
100. BATH BODY WORKS INC   2019-04-12 2021-08-19
33. VICTORIAS SECRET AND CO   2019-04-12 2021-08-19
30. AMAZON COM INC COM   2018-04-25 2021-08-20
54. ISHARES 20 YEAR TREASURY BOND ETF   2020-04-30 2021-08-20
250. MICROSOFT CORP   2018-10-11 2021-08-20
189. CALL ON LB 08/20/21 @ 75.000   2021-04-21 2021-08-20
50. UNITEDHEALTH GROUP INC COM   2018-10-11 2021-08-20
.3333 VICTORIAS SECRET AND CO   2019-04-12 2021-08-25
70. AMAZON COM INC COM   2018-04-25 2021-08-27
750. MICROSOFT CORP     2021-08-27
150. UNITEDHEALTH GROUP INC COM     2021-08-27
5. PUT ON TEAM 01/21/22 @ 200.000   2021-03-03 2021-09-03
4. PUT ON HD 01/21/22 @ 235.000   2021-03-02 2021-09-03
8. PUT ON NVDA 01/21/22 @ 470.000   2021-03-03 2021-09-03
8. PUT ON PPG 01/21/22 @ 125.000   2021-03-02 2021-09-03
3. PUT ON SHW 01/21/22 @ 620.000   2021-03-02 2021-09-03
7. PUT ON ALB 01/21/22 @ 140.000   2021-03-02 2021-09-03
10. PUT ON CPRT 01/21/22 @ 100.000   2021-03-02 2021-09-03
660000. U S TREASURY NT 2.500% 1/15/22     2021-09-09
.3333 2SEVENTY BIO INC   2021-09-15 2021-11-18
333. FORTINET INC   2020-12-23 2021-12-07
984. MATCH GROUP INC NEW   2021-02-11 2021-12-07
2405. MICRON TECHNOLOGY INC COM     2021-12-07
86. TRANSDIGM GROUP INC   2019-05-13 2021-12-07
249. TYLER TECHNOLOGIES INC     2021-12-07
250000. UNITED PARCEL 3.400% 9/01/49   2019-09-25 2021-12-07
17000. WELLS FARGO MTN 3.500% 3/08/22   2020-06-16 2021-12-07
1472. ZUORA INC CLASS A   2021-02-11 2021-12-07
29. DICERNA PHARMACEUTICALS INC   2021-09-15 2021-12-27
CAPITAL GAIN DIVIDENDS P    
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(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     10,460 -10,460
b 19,682     19,682
c     1,278 -1,278
d 66,858   50,000 16,858
e 500,000   500,000  
440,053   259,657 180,396
85,792   85,561 231
    66,285 -66,285
1   34,281 -34,280
19,041     19,041
529,975   518,272 11,703
102,281   102,030 251
113,742   129,932 -16,190
117,414   136,048 -18,634
10,800     10,800
3,400     3,400
3,980     3,980
    49,500 -49,500
8,832     8,832
7,940     7,940
10,080     10,080
6,440     6,440
11,976     11,976
420     420
7,560     7,560
    45,720 -45,720
6,000   2,098 3,902
1,500   488 1,012
95,608   42,747 52,861
8,117   9,121 -1,004
76,047   26,788 49,259
1   201,475 -201,474
21,428   13,094 8,334
23   5 18
232,826   99,742 133,084
224,337   77,257 147,080
62,726   36,796 25,930
11,000     11,000
6,276     6,276
10,998     10,998
4,200     4,200
4,015     4,015
12,859     12,859
8,712     8,712
665,620   665,467 153
11   10 1
105,281   50,502 54,779
134,534   169,575 -35,041
208,296   105,754 102,542
52,081   37,317 14,764
129,891   63,449 66,442
291,363   254,568 36,795
17,130   17,121 9
29,700   24,317 5,383
1,109   615 494
      261
      261
      261
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      261
      261
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       -10,460
b       19,682
c       -1,278
d       16,858
e        
      180,396
      231
      -66,285
      -34,280
      19,041
      11,703
      251
      -16,190
      -18,634
      10,800
      3,400
      3,980
      -49,500
      8,832
      7,940
      10,080
      6,440
      11,976
      420
      7,560
      -45,720
      3,902
      1,012
      52,861
      -1,004
      49,259
      -201,474
      8,334
      18
      133,084
      147,080
      25,930
      11,000
      6,276
      10,998
      4,200
      4,015
      12,859
      8,712
      153
      1
      54,779
      -35,041
      102,542
      14,764
      66,442
      36,795
      9
      5,383
      494
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 600,887
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 10,616
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 10,616
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,322
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,848
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,170
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 446
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 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbullet  
    14
    The books are in care ofbulletUS BANK N A Telephone no.bullet (651) 466-8088

    Located atbullet101 EAST 5TH STREETST PAULMN ZIP+4bullet55101
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    NANCY ENGH PRESIDENT
    1
    0    
    101 E 5TH STREET
    ST PAUL,MN55101
    ROLF ENGH TREASURER
    1
    0    
    101 E 5TH STREET
    ST PAUL,MN55101
    MARTHA ENGH DIRECTOR
    1
    0    
    101 E 5TH STREET
    ST PAUL,MN55101
    PETER ENGH DIRECTOR
    1
    0    
    101 E 5TH STREET
    ST PAUL,MN55101
    PHILLIP ENGH DIRECTOR
    1
    0    
    101 E 5TH STREET
    ST PAUL,MN55101
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    13,577,078
    b
    Average of monthly cash balances.......................
    1b
    353,515
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,930,593
    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
    13,930,593
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    208,959
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    13,721,634
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    686,082
    Part X
    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 IX, line 6..................
    1
    686,082
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,616
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,616
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    675,466
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    675,466
    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 XII, line 1 ...
    7
    675,466
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 675,466
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 371,182
    c From 2018...... 11,923
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 383,105
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 713,672
    a Applied to 2020, 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 2021 distributable amount..... 675,466
    e Remaining amount distributed out of corpus 38,206
    5 Excess distributions carryover applied to 2021. 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 5 421,311
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    421,311
    10 Analysis of line 9:
    a Excess from 2017.... 371,182
    b Excess from 2018.... 11,923
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 38,206
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    ROLF ENGH
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALIGHT
    615 FIRST AVE NE SUITE 500
    MINNEAPOLIS,MN55413
    NONE PC GENERAL OPERATING 10,000
    LEGAL AID OF WYOMING INC
    PO BOX 128
    CHEYENNE,WY82003
    NONE PC GENERAL OPERATING 2,500
    GRACE TRINITY CHURCH
    1430 WEST 28TH ST
    MINNEAPOLIS,MN55408
    NONE PC GENERAL OPERATING 5,000
    ONE22
    PO BOX 1232
    JACKSON,WY83001
    NONE PC GENERAL OPERATING 50,000
    MINNEAPOLIS PUBLIC RADIO
    480 CEDAR ST
    SAINT PAUL,MN55101
    NONE PC GENERAL OPERATING 2,500
    JACKSON HOLE FOOD & WINE
    PO BOX 14637
    JACKSON,WY830227409
    NONE PC GENERAL OPERATING SUPPORT 1,400
    THE FILM SOCIETY OF MPLS-ST PAUL
    125 SE MAIN ST SUITE 341
    MINNEAPOLIS,MN55414
    NONE PC GENERAL OPERATING 10,000
    YMCA OF THE GREATER TWIN CITIES
    651 NICOLLET MALL
    Minneapolis,MN55402
    NONE PC GENERAL OPERATING 2,500
    PAGE EDUCATION FOUNDATION
    PO BOX 581254
    MINNEAPOLIS,MN55458
    NONE PC GENERAL OPERATING 1,000
    ST JOHN'S EPISCOPAL CHURCH OF JH WY
    PO BOX 1690
    JACKSON,WY83001
    NONE PC GENERAL OPERATING 25,000
    WESTMINSTER TOWN HALL FORUM
    1200 MARQUETTE AVE
    MINNEAPOLIS,MN55403
    NONE PC GENERAL OPERATING 1,000
    HIGH MOUNTAIN INSTITUTE
    531 COUNTY RD 5A
    LEADVILLE,CO80461
    NONE PC GENERAL OPERATING 5,000
    SECOND HARVEST HEARTLAND
    7101 WINNETKA AVENUE N
    BROOKLYN,MN55428
    NONE PC GENERAL OPERATING 2,500
    PLANNED PARENTHOOD OF MN ND SD
    671 VANDALIA ST STE 323
    SAINT PAUL,MN55114
    NONE PC GENERAL OPERATING 5,000
    WALKER ART CENTER
    725 VINELAND PL
    MINNEAPOLIS,MN55403
    NONE PC GENERAL OPERATING 2,500
    MINNEAPOLIS INSTITUTE OF ARTS
    2400 3RD AVE S
    MINNEAPOLIS,MN55404
    NONE PC GENERAL OPERATING SUPPORT 235,000
    WESTMINSTER PRESBYTERIAN CHURCH
    1200 MARQUETTE AVE
    MINNEAPOLIS,MN554032419
    NONE PC GENERAL OPERATING 120,000
    TWIN CITIES PUBLIC TELEVISION
    172 EAST 4TH STREET
    ST PAUL,MN55101
    NONE PC GENERAL OPERATING 2,500
    PROJECT SUCCESS
    ONE GROVELAND TERRACE
    MINNEAPOLIS,MN55411
    NONE PC GENERAL OPERATING 50,000
    GLOBAL RIGHTS FOR WOMEN
    120 SOUTH 6TH STREET
    MINNEAPOLIS,MN55402
    NONE PC GENERAL OPERATING 25,000
    AMERICAN FRIENDS OF THE PRADO MUSEUM
    600 S 2ND ST APT 201
    MINNEAPOLIS,MN554012149
    NONE PC GENERAL OPERATING 50,000
    HABITAT FOR HUMANITY - GREATER TETON
    PO BOX 4194
    JACKSON,WY83001
    NONE PC GENERAL OPERATING 50,000
    READING PARTNERS
    2300 MYTRLE AVE
    ST PAUL,MN55114
    NONE PC GENERAL OPERATING 2,500
    COMMUNITY FOUNDATION OF JACKSON HOLE
    PO BOX 574
    JACKSON,WY83001
    NONE PC GENERAL OPERATING 40,000
    UNIVERSITY OF PUGET SOUND
    1500 N WARNER STREET
    TACOMA,WA98416
    NONE PC GENERAL OPERATING 2,500
    Total .................................bullet 3a 703,400
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............
        18 600,887  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP EXEMPT
        1 124,265  
    bPARTNERSHIP UBI 900099 30,825      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 30,825 876,040  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    906,865
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE ENGH FOUNDATION
     
    Employer identification number

    81-3680925
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE ENGH FOUNDATION
     
    Employer identification number
    81-3680925
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ROLF ENGH
    C/O US BANK NA 101 E 5TH STREET
     
    ST PAUL, MN55101

    $ 220,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE ENGH FOUNDATION
     
    Employer identification number

    81-3680925
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE ENGH FOUNDATION
     
    Employer identification number

    81-3680925
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Name of Bond End of Year Book Value End of Year Fair Market Value
    37045XBF2 GENERAL MOTORS    
    58013MEN0 MCDONALDS CORP MTN 254,196 275,945
    911312BS4 UNITED PARCEL    
    06367WGX5 BMO 24M EEM TW MTN    
    548661DN4 LOWES COS INC 251,709 274,033
    912810RN0 U S TREASURY BD    
    68389XBB0 ORACLE CORP    
    94974BFC9 WELLS FARGO MTN    
    912810SF6 U S TREASURY BD    
    06367WMQ3 BANK OF MONTREAL MTN    
    9128286M7 U S TREASURY NT 465,010 462,746
    9128285V8 U S TREASURY NT 443,645 440,352

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Name of Stock End of Year Book Value End of Year Fair Market Value
    8AMCSDR86 SR REALTY TRUST, INC 750,020 893,376
    458140100 INTEL CORP 76,272 92,700
    931142103 WAL MART STORES INC 200,868 289,380
    848637104 SPLUNK INC    
    893641100 TRANSDIGM GROUP INC 61,784 136,164
    031162100 AMGEN INC 94,735 112,485
    375558103 GILEAD SCIENCES INC 46,697 44,873
    00206R102 ATT INC 69,978 49,200
    38173M102 GOLUB CAPITAL BDC IN 115,392 106,150
    595112103 MICRON TECHNOLOGY IN 91,070 148,574
    440452100 HORMEL FOODS CORP 49,969 72,825
    902252105 TYLER TECHNOLOGIES I 44,082 135,025
    023135106 AMAZON.COM INC 247,104 666,868
    22160K105 COSTCO WHSL CORP 42,571 150,441
    91324P102 UNITED HEALTH GROUP 218,551 401,712
    594918104 MICROSOFT CORP 231,069 672,640
    G1151C101 ACCENTURE PLC CL A 88,630 248,730
    110122157 BRISTOL MYERS SQUIBB    
    501797104 L BRANDS INC    
    83125X103 SLEEP NUMBER CORP 571,529 1,204,995
    91688F104 UPWORK INC 118,888 102,173
    57667L107 MATCH GROUP INC NEW 68,421 134,366
    29786A106 ETSY INC 116,588 132,240
    22266L106 COUPA SOFTWARE INC 118,685 52,157
    30063P105 EXACT SCIENCES CORPO 123,659 68,179
    74736L109 Q2 HOLDINGS INC 119,237 73,403
    25400W102 DIGITAL TURBINE INC 116,536 121,797
    45168D104 IDEXX CORP COM 117,837 156,713
    98954M101 ZILLOW GROUP INC 117,815 50,585
    30303M102 FACEBOOK INC A 57,858 100,905
    76680R206 RINGCENTRAL INC 70,209 56,205
    037833100 APPLE INC 110,696 266,355
    70432V102 PAYCOM SOFTWARE INC 119,300 105,873
    34959E109 FORTINET INC 68,246 161,730
    92337F107 VERACYTE INC 1,262 1,112
    632307104 NATERA INC 4,213 3,269
    77313F106 ROCKET PHARMACEUTICA 1,058 677
    N71542109 PROQR THERAPEUTICS N 809 777
    69404D108 PACIFIC BIOSCIENCES 2,050 1,514
    14167L103 CAREDX INC 1,401 955
    09061G101 BIOMARIN PHARMACEUTI 3,792 4,329
    359664109 FULGENT GENETICS INC 608 704
    09609G100 BLUEBIRD BIO INC 225 280
    45773H201 INOVIO PHARMACEUTICA 624 409
    92532F100 VERTEX PHARMACEUTICA 3,590 4,172
    H17182108 CRISPR THERAPEUTICS 3,167 2,046
    438083107 HOMOLOGY MEDICINES I 622 288
    803607100 SAREPTA THERAPEUTICS 2,688 2,882
    N72482123 QIAGEN N V 3,911 4,057
    800677106 SANGAMO BIOSCIENCES 460 375
    63009R109 NANOSTRING TECHNOLOG 1,004 760
    12233L107 BURNING ROCK BIOTECH 888 438
    09627Y109 BLUEPRINT MEDICINES 2,488 2,571
    74019P108 PRECISION BIOSCIENCE 608 363
    45826J105 INTELLIA THERAPEUTIC 3,915 3,074
    N90064101 UNIQURE B.V. 584 332
    Y95308105 WAVE LIFE SCIENCES P 461 261
    69366J200 PTC THERAPEUTICS INC 1,219 1,195
    28106W103 EDITAS MEDICINE INC 1,637 717
    501147102 KRYSTAL BIOTECH INC 449 560
    40131M109 GUARDANT HEALTH INC 4,438 3,501
    35104E100 4D MOLECULAR THERAPE 613 395
    88339J105 TRADE DESK INC THE C 129,284 137,460
    14843C105 CASTLE BIOSCIENCES I 675 386
    67577C105 OCUGEN INC 606 364
    90400D108 ULTRAGENYX PHARMACEU 2,620 2,270
    05370A108 AVIDITY BIOSCIENCES 552 570
    29414B104 EPAM SYSTEMS INC 118,224 200,535
    N2451R105 CUREVAC N V 1,245 755
    04280A100 ARROWHEAD PHARMACEUT 2,536 2,652
    07373V105 BEAM THERAPEUTICS IN 1,943 1,514
    60770K107 MODERNA INC 4,770 2,794
    83587F202 SORRENTO THERAPEUTIC 916 535
    070830104 BATH BODY WORKS INC 396,524 1,319,031
    901384107 2SEVENTY BIO INC 264 231
    15117K103 CELLECTIS A D R 503 292
    98983V106 ZUORA INC CLASS A 107,839 121,943
    71535D106 PERSONALIS INC 495 328
    452327109 ILLUMINA INC COM 3,150 2,663
    45784P101 INSULET CORPORATION 114,710 106,428
    70975L107 PENUMBRA INC 136,791 143,660
    75901B107 REGENXBIO INC 725 523
    88025U109 10X GENOMICS INC CLA 3,131 2,979
    03969T109 ARCTURUS THERAPEUTIC 783 555
    68386H103 OPPFI INC 51,105 22,700
    90138Q108 23ANDME HOLDING CO C 1,448 1,192
    62855J104 MYRIAD GENETICS INC 1,083 911
    01626L105 ALIGOS THERAPEUTICS 556 404
    90184D100 TWIST BIOSCIENCE COR 1,921 1,316
    926400102 VICTORIAS SECRET AND 93,126 349,902
    02043Q107 ALNYLAM PHARMACEUTIC 3,940 3,561
    68570P101 ORCHARD THERAPEUTICS 503 224
    46185L103 INVITAE CORP 2,433 1,252
    G59665102 MEIRAGTX HOLDINGS PL 437 807
    462222100 IONIS PHARMACEUTICAL 2,171 1,795
    019770106 ALLOGENE THERAPEUTIC 726 433
    98973P101 ZIOPHARM ONCOLOGY IN 375 240
    09075V102 BIONTECH SE A D R 4,620 3,351
    87918A105 TELADOC INC 113,639 36,728

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    97MSCZ9H5 RADUX DEVICES LLC AT COST 183,465 183,465
    97MSCW6Z5 SUMMIT PARTNERS SUB AT COST 469,173 270,406
    464287432 ISHARES 20 YEAR TREA AT COST 368,937 326,018
    464287242 ISHARES IBOXX INVEST AT COST 356,917 359,659
    96MSCCGT4 CB OFFSHORE CREDIT O AT COST 491,496 258,260
    CALL AND PUT OPTIONS      
    96MSCT5H5 ALPHACOPIA PARTNERS AT COST 500,000 500,000
    96MSCMPW5 REDMILE BIOPHARMA IN AT COST 78,746 78,746
    96MSCHH13 BANNEKER PARTNERS FU AT COST 396,663 540,824

    TY 2021 OtherAssetsSchedule
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME   0 0
    000000000 MISCELLANEOUS ENTRY 23 6 6


    TY 2021 OtherDecreasesSchedule
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Description Amount
    POAI 3,419
    PARTNERSHIP INCOME ADJUSTMENT 134,608
    L BRANDS ADJ 93,618
    BLUEBIRD BIO INC ADJ 273


    TY 2021 OtherExpensesSchedule
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CB OFFSHORE CREDIT OPP 3,365 3,365   0
    BANNEKER PARTNERS FUND 19,031 18,110   0
    SUMMIT PARTNERS SUBORDINATED D 2,576 2,576   0
    REDMILE BIOPHARMA INVESTMENTS 481 481   0
    OTHER MISC EXPENES 3,283 0   3,283
    STATE FILING FEE/TAX 25 0   25
    RADUX LP 17 17   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CB OFFSHORE 31,504 31,504  
    SUMMIT PARTNERS 66,036 66,036  
    REDMILE BIOPHARMA -183 -183  
    BANNKER PARTNERS FUND I 81,440 50,615  
    RADUX DEVICES LLC -23,707 -23,707  


    TY 2021 OtherIncreasesSchedule
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Description Amount
    PARTNERSHIP DISTRIBUTION ADJUSTMENT 593,603
    RADUX LP BASIS ADJUSTMENT 51,490
    COST BASIS ADJUSTMENT 109,769


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 54,645 49,180   5,464


    TY 2021 TaxesSchedule
    Name:
    THE ENGH FOUNDATION
    EIN:
    81-3680925
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 278 278   0
    FEDERAL ESTIMATES - PRINCIPAL 2,758 0   0