Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,686,005
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) 100,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 139,536 89,222  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,190,708
b Gross sales price for all assets on line 6a 3,126,438
7 Capital gain net income (from Part IV, line 2)... 0
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)....... -159,992 -159,992  
12 Total. Add lines 1 through 11........ -1,111,164 -70,770  
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).... 42,917 38,626   4,292
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 16,931 21   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)....... 24,112 14,163   9,949
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,460 52,810 0 15,741
25 Contributions, gifts, grants paid....... 247,200 247,200
26 Total expenses and disbursements. Add lines 24 and 25 332,660 52,810 0 262,941
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,443,824
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 460,016 430,146 430,146
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 5,799,449 Click to see attachment
List of Attached Documents:
// Content
4,173,900
5,575,916
c Investments—corporate bonds (attach schedule)....... 1,414,560 Click to see attachment
List of Attached Documents:
// Content
907,519
767,712
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,845,397 Click to see attachment
List of Attached Documents:
// Content
3,909,216
2,910,853
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6
Click to see attachment
List of Attached Documents:
// Content
1,378
Click to see attachment
List of Attached Documents:
// Content
1,378
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,519,428 9,422,159 9,686,005
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,519,428 9,422,159
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)..... 10,519,428 9,422,159
30 Total liabilities and net assets/fund balances (see instructions). 10,519,428 9,422,159
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
10,519,428
2
Enter amount from Part I, line 27a .....................
2
-1,443,824
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
453,962
4
Add lines 1, 2, and 3 ..........................
4
9,529,566
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
107,407
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,422,159
Form 990-PF (2022)
Form 990-PF (2022)
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 10. PUT ON TTD 01/21/22 @ 740.000   2021-03-02 2022-01-14
b 9. PUT ON AAPL 01/21/22 @ 115.000   2021-03-02 2022-01-14
c 440000. U S TREASURY NT 2.500% 1/15/22   2021-02-26 2022-01-15
d 2714. ISHARES IBOXX INVEST GRADE CORP ETF   2020-06-01 2022-01-18
e 2200. ISHARES 20 YEAR TREASURY BOND ETF   2020-04-30 2022-01-18
2. PUT ON IDXX 04/14/22 @ 590.000   2021-09-15 2022-02-03
11. PUT ON EXAS 04/14/22 @ 85.000   2021-09-15 2022-02-03
5. PUT ON RNG 04/14/22 @ 190.000   2021-09-15 2022-02-03
5. PUT ON COUP 04/14/22 @ 210.000   2021-09-15 2022-02-03
17. PUT ON TTD 06/17/22 @ 55.000   2021-09-15 2022-02-03
12. PUT ON QTWO 06/17/22 @ 75.000   2021-09-15 2022-02-03
3. PUT ON TEAM 06/17/22 @ 320.000   2021-09-15 2022-02-03
210000. U S TREASURY BILL 6/16/22   2021-09-15 2022-02-07
500. AMGEN INC   2018-05-11 2022-03-22
300. FACEBOOK INC A   2020-02-27 2022-03-22
618. GILEAD SCIENCES INC   2017-07-25 2022-03-22
1800. INTEL CORP   2017-07-25 2022-03-22
1595. MICRON TECHNOLOGY INC COM   2018-11-20 2022-03-22
200. PENUMBRA INC   2021-02-11 2022-03-22
500. TRADE DESK INC THE CLASS A   2021-02-11 2022-03-22
89. ALIGOS THERAPEUTICS INC COM   2021-09-15 2022-04-01
16. ALNYLAM PHARMACEUTICALS INC   2021-09-15 2022-04-01
12. ARCTURUS THERAPEUTICS HOLDIN   2021-09-15 2022-04-01
8. ARROWHEAD PHARMACEUTICALS INC   2021-09-15 2022-04-01
21. AVIDITY BIOSCIENCES INC   2021-09-15 2022-04-01
45. BIOMARIN PHARMACEUTICAL   2021-09-15 2022-04-01
3. BLUEPRINT MEDICINES CORP   2021-09-15 2022-04-01
19. BURNING ROCK BIOTECH LTD A D R   2021-09-15 2022-04-01
2. CAREDX INC   2021-09-15 2022-04-01
3. CASTLE BIOSCIENCES INC   2021-09-15 2022-04-01
98. CELLECTIS A D R   2021-09-15 2022-04-01
5. EDITAS MEDICINE INC   2021-09-15 2022-04-01
4. GUARDANT HEALTH INC   2021-09-15 2022-04-01
201. HOMOLOGY MEDICINES INC   2021-09-15 2022-04-01
2. ILLUMINA INC COM   2021-09-15 2022-04-01
4. INTELLIA THERAPEUTICS INC   2021-09-15 2022-04-01
33. IONIS PHARMACEUTICALS INC   2021-09-15 2022-04-01
1. KRYSTAL BIOTECH INC   2022-03-02 2022-04-01
7. MYRIAD GENETICS INC   2021-09-15 2022-04-01
7. NANOSTRING TECHNOLOGIES INC   2021-09-15 2022-04-01
3. NATERA INC   2021-09-15 2022-04-01
459. ORCHARD THERAPEUTICS PLC A D R   2021-09-15 2022-04-01
13. PTC THERAPEUTICS INC   2021-09-15 2022-04-01
131. PRECISION BIOSCIENCES INC   2021-09-15 2022-04-01
8. REGENXBIO INC   2021-09-15 2022-04-01
31. ROCKET PHARMACEUTICALS INC   2021-09-15 2022-04-01
303. SORRENTO THERAPEUTICS INC   2021-09-15 2022-04-01
67. 23ANDME HOLDING CO CLASS A COM   2021-09-15 2022-04-01
10. ULTRAGENYX PHARMACEUTICAL IN   2021-09-15 2022-04-01
2. VERACYTE INC   2021-09-15 2022-04-01
25. VERTEX PHARMACEUTICALS INC COM   2022-03-02 2022-04-01
582. ZIOPHARM ONCOLOGY INC   2021-09-15 2022-04-01
32. MEIRAGTX HOLDINGS PLC   2022-03-02 2022-04-01
6. CRISPR THERAPEUTICS AG   2021-09-15 2022-04-01
6. CUREVAC N V   2021-09-15 2022-04-01
249. PROQR THERAPEUTICS NV   2021-09-15 2022-04-01
61. QIAGEN N V   2021-09-15 2022-04-01
227. WAVE LIFE SCIENCES PTE LTD   2021-09-15 2022-04-01
460000. U S TREASURY NT 2.250% 4/15/22   2021-09-15 2022-04-15
.834 WARNER BROS DISCOVERY INC SERIES A   2017-07-25 2022-04-26
330. COUPA SOFTWARE INC   2020-12-23 2022-06-17
1997. DIGITAL TURBINE INC   2020-12-23 2022-06-17
300. EPAM SYSTEMS INC   2021-02-11 2022-06-17
604. ETSY INC   2020-12-23 2022-06-17
839. EXACT SCIENCES CORPORATION   2020-12-23 2022-06-17
238. IDEXX CORP COM   2020-12-23 2022-06-17
400. INSULET CORPORATION   2021-02-11 2022-06-17
5000. OPPFI INC   2021-03-26 2022-06-17
255. PAYCOM SOFTWARE INC   2020-12-23 2022-06-17
400. PAYPAL HOLDINGS INC   2022-01-21 2022-06-17
300. PENUMBRA INC   2021-02-11 2022-06-17
924. Q2 HOLDINGS INC   2020-12-23 2022-06-17
300. RINGCENTRAL INC   2020-02-24 2022-06-17
500. TELADOC INC   2022-01-21 2022-06-17
400. TELADOC INC   2021-02-11 2022-06-17
1000. TRADE DESK INC THE CLASS A   2021-02-11 2022-06-17
2991. UPWORK INC   2020-12-23 2022-06-17
6528. ZUORA INC CLASS A   2021-02-11 2022-06-17
3000. CITIGROUP INC 5.900% 12/29/49   2022-08-26 2022-09-27
45. MLN MORGAN STANLEY   2022-08-26 2022-10-17
3000. GENERAL ELECTRIC CO 5.000% 12/29/49   2022-08-26 2022-10-20
1000. WELLS FARGO COMPANY 5.900% 12/29/49   2022-08-26 2022-10-20
3000. TRUIST FINL CORP 4.800% 12/31/99   2022-08-26 2022-10-21
1000. GENERAL ELECTRIC CO 5.000% 12/29/49   2022-08-26 2022-10-25
2000. WELLS FARGO COMPANY 5.900% 12/29/49   2022-08-26 2022-10-27
3000. WELLS FARGO COMPANY 5.900% 12/29/49   2022-08-26 2022-10-31
9. ALLOGENE THERAPEUTICS INC   2021-09-15 2022-11-01
13. ALNYLAM PHARMACEUTICALS INC   2021-08-16 2022-11-01
45. AMICUS THERAPEUTICS INC   2022-04-01 2022-11-01
20. ARROWHEAD PHARMACEUTICALS INC   2022-03-02 2022-11-01
12. BEAM THERAPEUTICS INC   2022-03-02 2022-11-01
115. BERKELEY LTS INC COM   2022-04-01 2022-11-01
23. BIOMARIN PHARMACEUTICAL   2021-08-16 2022-11-01
10. BIONANO GENOMICS INC   2022-04-01 2022-11-01
34. BLUEBIRD BIO INC   2022-03-02 2022-11-01
28. BLUEBIRD BIO INC   2021-09-15 2022-11-01
17. BLUEPRINT MEDICINES CORP   2022-03-02 2022-11-01
62. BURNING ROCK BIOTECH LTD A D R   2022-03-02 2022-11-01
46. BURNING ROCK BIOTECH LTD A D R   2021-08-16 2022-11-01
19. CAREDX INC   2022-03-02 2022-11-01
17. CARIBOU BIOSCIENCES INC COM   2022-04-01 2022-11-01
13. EDITAS MEDICINE INC   2022-03-02 2022-11-01
34. 4D MOLECULAR THERAPEUTICS INC   2022-03-02 2022-11-01
18. 4D MOLECULAR THERAPEUTICS INC   2021-09-15 2022-11-01
3. FULGENT GENETICS INC   2022-03-02 2022-11-01
731. GINKGO BIOWORKS HOLDINGS INC CL A   2022-04-01 2022-11-01
24. GUARDANT HEALTH INC   2022-03-02 2022-11-01
4. HOLOGIC INC   2022-04-01 2022-11-01
17. INTELLIA THERAPEUTICS INC   2022-03-02 2022-11-01
10. IONIS PHARMACEUTICALS INC   2021-09-15 2022-11-01
6. KRYSTAL BIOTECH INC   2021-09-15 2022-11-01
1. MODERNA INC   2022-04-01 2022-11-01
22. MYRIAD GENETICS INC   2022-03-02 2022-11-01
26. NATERA INC   2022-03-02 2022-11-01
91. NEOGENOMICS INC   2022-04-01 2022-11-01
13. PTC THERAPEUTICS INC   2021-09-15 2022-11-01
74. PACIFIC BIOSCIENCES OF CALIFORNIA   2022-03-02 2022-11-01
77. PERSONALIS INC   2022-03-02 2022-11-01
23. PERSONALIS INC   2021-09-15 2022-11-01
7. REGENXBIO INC   2022-03-02 2022-11-01
11. REPARE THERAPEUTICS INC COM   2022-04-01 2022-11-01
7. ROCKET PHARMACEUTICALS INC   2021-08-16 2022-11-01
1. SAREPTA THERAPEUTICS INC   2022-03-02 2022-11-01
32. SAREPTA THERAPEUTICS INC   2021-09-15 2022-11-01
13. 10X GENOMICS INC CLASS A   2022-04-01 2022-11-01
7. 2SEVENTY BIO INC   2022-04-01 2022-11-01
145. 23ANDME HOLDING CO CLASS A COM   2022-03-02 2022-11-01
12. TWIST BIOSCIENCE CORP   2022-03-02 2022-11-01
14. ULTRAGENYX PHARMACEUTICAL IN   2022-03-02 2022-11-01
29. VERACYTE INC   2022-03-02 2022-11-01
7. VERTEX PHARMACEUTICALS INC COM   2021-09-15 2022-11-01
12. VERVE THERAPEUTICS INC COM   2022-04-01 2022-11-01
11. CRISPR THERAPEUTICS AG   2022-03-02 2022-11-01
9. QIAGEN N V   2022-03-02 2022-11-01
7. UNIQURE B.V.   2021-09-15 2022-11-01
4000. WELLS FARGO COMPANY 5.900% 12/29/49   2022-08-26 2022-11-04
2000. CITIGROUP INC 5.900% 12/29/49   2022-08-26 2022-11-29
2000. GOLDMAN SACHS GROUP 5.500% 2/10/68   2022-08-26 2022-12-01
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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 11,257     11,257
b 9,720     9,720
c 440,000   440,000  
d 348,435   356,917 -8,482
e 310,055   368,937 -58,882
1   6,867 -6,866
1   8,295 -8,294
1   11,026 -11,025
1   33,696 -33,695
1   1,276 -1,275
1   11,497 -11,496
1   6,100 -6,099
209,737   209,904 -167
118,256   94,735 23,521
64,964   57,858 7,106
37,095   46,697 -9,602
86,970   76,272 10,698
126,501   91,070 35,431
42,527   54,717 -12,190
34,123   43,095 -8,972
185   693 -508
2,698   3,002 -304
332   626 -294
376   507 -131
387   483 -96
3,466   3,483 -17
194   311 -117
181   367 -186
76   133 -57
134   225 -91
445   770 -325
98   303 -205
273   507 -234
598   1,044 -446
707   900 -193
298   602 -304
1,230   1,214 16
66   64 2
176   230 -54
247   390 -143
124   361 -237
331   768 -437
482   528 -46
409   963 -554
269   362 -93
496   1,058 -562
701   1,375 -674
259   542 -283
732   970 -238
57   93 -36
6,499   5,785 714
379   731 -352
446   451 -5
389   704 -315
120   339 -219
227   970 -743
3,007   3,268 -261
446   805 -359
460,000   460,000  
17   30 -13
17,668   118,685 -101,017
30,901   116,536 -85,635
89,121   118,224 -29,103
43,791   116,588 -72,797
31,559   119,773 -88,214
78,777   117,837 -39,060
80,626   114,710 -34,084
16,913   51,105 -34,192
67,824   119,300 -51,476
29,131   87,892 -58,761
36,266   82,075 -45,809
33,890   119,237 -85,347
15,626   70,209 -54,583
15,422   83,515 -68,093
12,338   113,639 -101,301
46,464   86,189 -39,725
56,514   118,888 -62,374
57,744   107,839 -50,095
2,970   2,995 -25
1,127   1,163 -36
2,876   2,875 1
900   950 -50
2,670   2,836 -166
960   958 2
1,810   1,899 -89
2,723   2,849 -126
95   225 -130
2,709   2,378 331
461   432 29
720   887 -167
547   838 -291
267   848 -581
2,019   1,769 250
24   27 -3
218   192 26
180   225 -45
867   1,028 -161
124   525 -401
92   868 -776
391   706 -315
167   158 9
169   221 -52
301   464 -163
159   613 -454
121   177 -56
2,026   3,024 -998
1,183   1,537 -354
289   308 -19
921   1,353 -432
449   368 81
469   337 132
156   174 -18
420   518 -98
1,236   1,629 -393
691   1,136 -445
495   528 -33
667   849 -182
212   707 -495
63   495 -432
170   201 -31
168   162 6
136   244 -108
115   80 35
3,695   2,688 1,007
378   1,033 -655
112   123 -11
471   610 -139
410   640 -230
576   944 -368
599   799 -200
2,191   1,323 868
457   279 178
590   615 -25
397   433 -36
132   255 -123
3,618   3,799 -181
1,980   1,997 -17
1,940   1,989 -49
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
      1,158
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       11,257
b       9,720
c        
d       -8,482
e       -58,882
      -6,866
      -8,294
      -11,025
      -33,695
      -1,275
      -11,496
      -6,099
      -167
      23,521
      7,106
      -9,602
      10,698
      35,431
      -12,190
      -8,972
      -508
      -304
      -294
      -131
      -96
      -17
      -117
      -186
      -57
      -91
      -325
      -205
      -234
      -446
      -193
      -304
      16
      2
      -54
      -143
      -237
      -437
      -46
      -554
      -93
      -562
      -674
      -283
      -238
      -36
      714
      -352
      -5
      -315
      -219
      -743
      -261
      -359
       
      -13
      -101,017
      -85,635
      -29,103
      -72,797
      -88,214
      -39,060
      -34,084
      -34,192
      -51,476
      -58,761
      -45,809
      -85,347
      -54,583
      -68,093
      -101,301
      -39,725
      -62,374
      -50,095
      -25
      -36
      1
      -50
      -166
      2
      -89
      -126
      -130
      331
      29
      -167
      -291
      -581
      250
      -3
      26
      -45
      -161
      -401
      -776
      -315
      9
      -52
      -163
      -454
      -56
      -998
      -354
      -19
      -432
      81
      132
      -18
      -98
      -393
      -445
      -33
      -182
      -495
      -432
      -31
      6
      -108
      35
      1,007
      -655
      -11
      -139
      -230
      -368
      -200
      868
      178
      -25
      -36
      -123
      -181
      -17
      -49
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -1,190,708
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 0
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 0
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 0
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 10,616
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,616
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,616
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow0 Refundedright arrow 11 10,616
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMN
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrow  
14
The books are in care ofright arrowUS BANK NA Telephone no.right arrow (608) 252-4276

Located atright arrowPO BOX 0634MILWAUKEEWI ZIP+4right arrow532010634
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
9,965,135
b
Average of monthly cash balances.......................
1b
789,614
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,754,749
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
10,754,749
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
161,321
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,593,428
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
529,671
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
529,671
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
0
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
529,671
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
529,671
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
529,671
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
262,941
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
262,941
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 529,671
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 371,182
b From 2018...... 11,923
c From 2019...... 0
d From 2020...... 0
e From 2021...... 38,206
f Total of lines 3a through e ........ 421,311
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 262,941
a Applied to 2021, 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 2022 distributable amount..... 262,941
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 266,730 266,730
(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 5 154,581
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
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 2017 not
applied on line 5 or line 7 (see instructions) ...
104,452
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
50,129
10 Analysis of line 9:
a Excess from 2018.... 11,923
b Excess from 2019.... 0
c Excess from 2020.... 0
d Excess from 2021.... 38,206
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

YMCA OF THE NORTH

PO BOX 1450
MINNEAPOLIS,MN554855901
NONE PC GENERAL OPERATING 2,500

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601
NONE PC GENERAL OPERATING 1,000

ASTORIA PARK CONSERVANCY

25 JOHNNY COUNTS RD
JACKSON,WY83001
NONE PC GENERAL OPERATING 35,000

THE CONSTELLAION FUND

729 N WASHINGTON AVE SUITE 600
MINNEAPOLIS,MN55401
NONE PC GENERAL OPERATING 10,000

GRACE TRINITY CHURCH

1430 WEST 28TH ST
MINNEAPOLIS,MN55408
NONE PC GENERAL OPERATING 10,000

ONE22

PO BOX 1232
JACKSON,WY83001
NONE PC GENERAL OPERATING 25,000

JACKSON HOLE FOOD & WINE

PO BOX 14637
JACKSON,WY830227409
NONE PC GENERAL OPERATING SUPPORT 16,200

THE FILM SOCIETY OF MPLS-ST PAUL

125 SE MAIN ST SUITE 341
MINNEAPOLIS,MN55414
NONE PC GENERAL OPERATING 10,000

SECOND HARVEST HEARTLAND

7101 WINNETKA AVENUE N
BROOKLYN,MN55428
NONE PC GENERAL OPERATING 2,500

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 45,000

WESTMINSTER PRESBYTERIAN CHURCH

1200 MARQUETTE AVE
MINNEAPOLIS,MN554032419
NONE PC GENERAL OPERATING 10,000

TWIN CITIES PUBLIC TELEVISION

172 EAST 4TH STREET
ST PAUL,MN55101
NONE PC GENERAL OPERATING 2,500

HABITAT FOR HUMANITY - GREATER TETON

PO BOX 4194
JACKSON,WY83001
NONE PC GENERAL OPERATING 50,000

COMMUNITY FOUNDATION OF JACKSON HOLE

PO BOX 574
JACKSON,WY83001
NONE PC GENERAL OPERATING 25,000
Total .................................right arrow 3a 247,200
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 139,536  
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 -1,190,708  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME
900099 115   -160,677  
bOTHER INCOME       570  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 115 -1,211,279  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-1,211,164
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
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
2022
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) (2022)
Schedule B (Form 990) (2022) 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

$ 100,000


(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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 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 2022 InvestmentsCorpBondsSchedule
Name:
THE ENGH FOUNDATION
EIN:
81-3680925
Name of Bond End of Year Book Value End of Year Fair Market Value
58013MEN0 MCDONALDS CORP MTN 254,058 199,190
548661DN4 LOWES COS INC 251,673 185,110
9128286M7 U S TREASURY NT    
9128285V8 U S TREASURY NT    
29250NBC8 ENBRIDGE INC 8,706 8,138
949746RG8 WELLS FARGO COMPANY 5,698 5,374
46625HJQ4 JPMORGAN CHASE CO 14,210 13,946
060505EL4 BANK OF AMERICA CORP 20,533 19,727
55261FAH7 M T BANK CORPORATION 2,821 2,578
949746TD3 WELLS FARGO COMPANY 18,310 18,381
816851BK4 SEMPRA ENERGY 6,832 6,473
026874DM6 AMERICAN INTL GROUP 3,830 3,821
37045XDB9 GENERAL MOTORS FINL 4,762 4,232
172967KM2 CITIGROUP INC 25,301 24,250
254709AQ1 DISCOVER FINANCIAL 4,136 3,882
14040HCF0 CAPITAL ONE FINL 13,089 11,781
89832QAF6 TRUIST FINANCIAL 11,157 11,100
808513BD6 CHARLES SCHWAB CORP 24,031 23,472
37045XCA2 GENERAL MOTORS 20,868 19,364
060505EH3 BANK OF AMERICA 7,999 7,683
38148BAC2 GOLDMAN SACHS GROUP 21,531 20,878
693475BF1 PNC FINL SVCS GROUP 5,977 5,864
369604BQ5 GENERAL ELECTRIC CO 9,584 9,824
55261FAL8 MT BANK CORPORATION 5,835 5,489
949746RN3 WELLS FARGO CO 14,091 13,510
48128BAF8 JPMORGAN CHASE CO 11,215 10,979
06055HAB9 BANK OF AMERICA 7,861 7,850
38148BAE8 GOLDMAN SACHS GROUP 11,935 11,634
693475BD6 PNC FINL SVCS 8,641 8,457
172967GF2 CITIGROUP INC 2,995 2,969
254709AN8 DISCOVER FINANCIAL 11,248 10,348
15189TAS6 CENTERPOINT ENERGY 16,220 15,980
89832QAD1 TRUIST FINL CORP 21,741 20,706
78486QAJ0 SVB FINANCIAL GROUP 8,185 6,600
570535AW4 MARKEL CORP 10,092 9,675
281020AT4 EDISON INTL PERP 2,633 2,508
02005NBM1 ALLY FINL INC 6,709 5,350
446150AT1 HUNTINGTON 18,952 17,638
493267AK4 KEYCORP 14,060 12,951

TY 2022 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 850,028 1,085,364
458140100 INTEL CORP    
931142103 WAL MART STORES INC 200,868 283,580
893641100 TRANSDIGM GROUP INC 61,784 134,745
031162100 AMGEN INC    
375558103 GILEAD SCIENCES INC    
00206R102 ATT INC 53,287 36,820
38173M102 GOLUB CAPITAL BDC IN 115,392 90,475
595112103 MICRON TECHNOLOGY IN    
440452100 HORMEL FOODS CORP 49,969 67,961
902252105 TYLER TECHNOLOGIES I 44,082 80,925
023135106 AMAZON.COM INC 247,104 336,000
22160K105 COSTCO WHSL CORP 42,571 120,973
91324P102 UNITED HEALTH GROUP 218,551 424,144
594918104 MICROSOFT CORP 231,069 479,640
G1151C101 ACCENTURE PLC CL A 88,630 160,104
83125X103 SLEEP NUMBER CORP 571,529 408,691
91688F104 UPWORK INC    
57667L107 MATCH GROUP INC NEW 68,421 42,154
29786A106 ETSY INC    
22266L106 COUPA SOFTWARE INC    
30063P105 EXACT SCIENCES CORPO 9,126 6,238
74736L109 Q2 HOLDINGS INC    
25400W102 DIGITAL TURBINE INC    
45168D104 IDEXX CORP COM    
98954M101 ZILLOW GROUP INC 117,815 25,374
30303M102 FACEBOOK INC A    
76680R206 RINGCENTRAL INC    
037833100 APPLE INC 110,696 194,895
70432V102 PAYCOM SOFTWARE INC    
34959E109 FORTINET INC 68,246 110,003
92337F107 VERACYTE INC 1,673 997
632307104 NATERA INC 5,968 2,491
77313F106 ROCKET PHARMACEUTICA 1,170 861
N71542109 PROQR THERAPEUTICS N    
69404D108 PACIFIC BIOSCIENCES 2,894 1,243
14167L103 CAREDX INC 1,882 388
09061G101 BIOMARIN PHARMACEUTI 4,750 6,416
359664109 FULGENT GENETICS INC 1,199 506
09609G100 BLUEBIRD BIO INC 541 740
45773H201 INOVIO PHARMACEUTICA 1,257 505
92532F100 VERTEX PHARMACEUTICA 3,656 5,198
H17182108 CRISPR THERAPEUTICS 4,679 2,236
438083107 HOMOLOGY MEDICINES I    
803607100 SAREPTA THERAPEUTICS 3,831 6,220
N72482123 QIAGEN N V 6,346 6,234
800677106 SANGAMO BIOSCIENCES 1,055 490
63009R109 NANOSTRING TECHNOLOG 2,106 518
12233L107 BURNING ROCK BIOTECH    
09627Y109 BLUEPRINT MEDICINES 3,624 1,884
74019P108 PRECISION BIOSCIENCE    
45826J105 INTELLIA THERAPEUTIC 5,924 1,779
N90064101 UNIQURE B.V. 827 839
Y95308105 WAVE LIFE SCIENCES P    
69366J200 PTC THERAPEUTICS INC 1,985 2,138
28106W103 EDITAS MEDICINE INC 2,100 488
501147102 KRYSTAL BIOTECH INC 882 1,109
40131M109 GUARDANT HEALTH INC 6,278 1,741
35104E100 4D MOLECULAR THERAPE    
88339J105 TRADE DESK INC THE C    
14843C105 CASTLE BIOSCIENCES I 1,382 636
67577C105 OCUGEN INC 1,426 517
90400D108 ULTRAGENYX PHARMACEU 3,910 2,178
05370A108 AVIDITY BIOSCIENCES 828 976
29414B104 EPAM SYSTEMS INC    
N2451R105 CUREVAC N V 2,044 561
04280A100 ARROWHEAD PHARMACEUT 4,198 3,164
07373V105 BEAM THERAPEUTICS IN 3,566 1,682
60770K107 MODERNA INC 8,720 6,646
83587F202 SORRENTO THERAPEUTIC    
070830104 BATH BODY WORKS INC 396,524 796,446
901384107 2SEVENTY BIO INC 764 384
15117K103 CELLECTIS A D R    
98983V106 ZUORA INC CLASS A    
71535D106 PERSONALIS INC    
452327109 ILLUMINA INC COM 7,796 4,651
45784P101 INSULET CORPORATION    
70975L107 PENUMBRA INC    
75901B107 REGENXBIO INC 1,059 658
88025U109 10X GENOMICS INC CLA 7,200 2,660
03969T109 ARCTURUS THERAPEUTIC 1,237 678
68386H103 OPPFI INC    
90138Q108 23ANDME HOLDING CO C 1,874 594
62855J104 MYRIAD GENETICS INC 1,614 813
01626L105 ALIGOS THERAPEUTICS    
90184D100 TWIST BIOSCIENCE COR 2,979 881
926400102 VICTORIAS SECRET AND 93,126 225,414
02043Q107 ALNYLAM PHARMACEUTIC 4,498 6,417
68570P101 ORCHARD THERAPEUTICS    
46185L103 INVITAE CORP 3,996 482
G59665102 MEIRAGTX HOLDINGS PL 1,037 593
462222100 IONIS PHARMACEUTICAL 3,726 4,155
019770106 ALLOGENE THERAPEUTIC 912 428
98973P101 ZIOPHARM ONCOLOGY IN    
09075V102 BIONTECH SE A D R 8,626 6,009
87918A105 TELADOC INC    
142038108 CARIBOU BIOSCIENCES 670 452
462260100 IOVANCE BIOTHERAPEUT 1,013 671
00206R706 AT T INC SER C 4.75% 5,909 5,232
92539P101 VERVE THERAPEUTICS I 559 464
61761J406 MORGAN STANLEY 0.0% 12,763 12,009
7591EP704 REGIONS FINANCIAL CO 2,057 1,936
020002838 ALLSTATE CORP 5.1% P 3,436 2,972
80810D103 SCHRODINGER INC 1,176 878
680710100 OLINK HLDG AB SPONSO 1,483 2,005
857477608 STATE STREET CORP 5. 2,665 2,531
65487U108 NKARTA INC 701 323
55083R104 LYELL IMMUNOPHARMA I 715 406
31189P102 FATE THERAPEUTICS IN 1,403 656
760273102 REPARE THERAPEUTICS 676 677
025676503 AMERICAN EQUITY SER 5,518 4,625
G0684D305 ATHENE HOLDING LTD 6 4,693 4,076
92346J108 VERICEL CORP 882 843
00650F109 ADAPTIVE BIOTECHNOLO 744 688
929089209 VOYA FINANCIAL INC 0 8,842 7,953
86150R107 STOKE THERAPEUTICS I 953 434
45256X103 IMMUNITYBIO INC 719 644
G05384154 ASPEN INSURANCE 5.9% 3,029 3,026
04686J309 ATHENE HOLDING LTD 6 7,091 6,584
574599106 MASCO CORP 250,300 252,251
007002108 ADICET BIO INC 714 375
03152W109 AMICUS THERAPEUTICS 2,238 2,845
436440101 HOLOGIC INC 6,243 6,060
7591EP506 REGIONS FINANCIAL 0. 14,308 13,195
046513107 ATARA BIOTHERAPEUTIC 729 485
493267843 KEYCORP SER H 6.2% P 3,726 3,680
N44445109 IMMATICS N V 738 531
03940C100 ARCELLX INC COMMON S 678 898
090572207 BIO RAD LABS INC CL 5,021 5,887
92764N102 VIR BIOTECHNOLOGY IN 1,328 1,468
174610204 CITIZENS FINANCIAL G 3,922 3,643
09075F107 BIONANO GENOMICS INC 819 450
00288U106 ABCELLERA BIOLOGICS 1,697 1,398
37611X100 GINKGO BIOWORKS HOLD 3,728 1,523
61762V200 MORGAN STNLY 7.125% 9,817 9,557
64049M209 NEOGENOMICS INC 1,061 785
52490G102 LEGEND BIOTECH CORP 5,637 5,491
934423104 WARNER BROS DISCOVER 16,662 4,579

TY 2022 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 492,869 251,790
464287432 ISHARES 20 YEAR TREA      
464287242 ISHARES IBOXX INVEST      
96MSCCGT4 CB OFFSHORE CREDIT O AT COST 540,628 273,723
CALL AND PUT OPTIONS      
96MSCT5H5 ALPHACOPIA PARTNERS AT COST 1,000,000 520,178
96MSCMPW5 REDMILE BIOPHARMA IN AT COST 158,660 158,660
96MSCHH13 BANNEKER PARTNERS FU AT COST 572,348 537,021
96MSCT5J1 MERITEX INDUSTRIAL F AT COST 927,271 952,041
95MSC3PR0 RADUX DEVICES, LLC C AT COST 33,975 33,975

TY 2022 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 6 1,378 1,378


TY 2022 OtherDecreasesSchedule
Name:
THE ENGH FOUNDATION
EIN:
81-3680925
Description Amount
POAI 65
ATT INC ROC ADJ 6,691
COST BASIS ADJ 100,651


TY 2022 OtherExpensesSchedule
Name:
THE ENGH FOUNDATION
EIN:
81-3680925
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM PARTNERSHIPS 14,159 14,159   0
MISCELLANEOUS EXPENSES 9,924 0   9,924
ADR FEES 4 4   0
STATE FILING FEE 25 0   25


TY 2022 OtherIncomeSchedule2
Name:
THE ENGH FOUNDATION
EIN:
81-3680925
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME -160,562 -160,562  
OTHER INCOME 570 570  


TY 2022 OtherIncreasesSchedule
Name:
THE ENGH FOUNDATION
EIN:
81-3680925
Description Amount
PARTNERSHIP DISTRIBUTION ADJ 279,241
PARTNERSHIP NET INCOME ADJ 174,721


TY 2022 OtherProfessionalFeesSchedule
Name:
THE ENGH FOUNDATION
EIN:
81-3680925
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 42,917 38,626   4,292


TY 2022 TaxesSchedule
Name:
THE ENGH FOUNDATION
EIN:
81-3680925
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 21 21   0
FEDERAL TAX PAYMENT - PRIOR YE 6,294 0   0
FEDERAL ESTIMATES - PRINCIPAL 10,616 0   0