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Nonprofit · EIN 63-0989498

LISA AND ALAN ENGEL FOUNDATION

Tax-exempt · BIRMINGHAM, AL 35203

Financials

$10K$198K2023$47K$123K2024$135K$194K2025
Revenue Expenses · by fiscal year end
Financials of LISA AND ALAN ENGEL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$134,553$193,934-$59,381$90,918$0$90,918
December 31, 2024990-PF$47,131$122,604-$75,473$150,299$0$150,299
December 31, 2023990-PF$10,101$198,008-$187,907$225,772$0$225,772
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$100,000
Dividends
$2,071
Net gain from sales of assets
$32,482

Expenses

Grants and similar amounts paid
$189,229
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$190,100
Excise tax on investment income
$435

Balance sheet and other

Total assets, start of year
$150,299
Total assets, end of year
$90,918
Total liabilities, end of year
$0
Net assets, end of year
$90,918
Fair market value of assets
$147,615
Qualifying distributions
$190,100
Net investment income
$34,553

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LISA R ENGEL
1800 KENSINGTON ROAD, HOMEWOOD, AL 35209
PRESIDENT/ DIRECTOR7.5$0
ALAN Z ENGEL
1800 KENSINGTON ROAD, HOMEWOOD, AL 35209
VP/ SECRETARY/DIRECTOR1$0
ANDREA ENGEL HAINES
1710 RIDGE ROAD, HOMEWOOD, AL 35209
TREASURER/ DIRECTOR0.25$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LISA R ENGEL
1800 KENSINGTON ROAD, HOMEWOOD, AL 35209
PRESIDENT/ DIRECTOR7.5$0
ALAN Z ENGEL
1800 KENSINGTON ROAD, HOMEWOOD, AL 35209
VP/ SECRETARY/DIRECTOR1$0
ANDREA ENGEL HINES
1710 RIDGE ROAD, HOMEWOOD, AL 35209
TREASURER/ DIRECTOR0.25$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LISA R ENGEL
3547 KINGSHILL ROAD, BIRMINGHAM, AL 35223
PRESIDENT/ DIRECTOR7.5$0
ALAN Z ENGEL
3547 KINGSHILL ROAD, BIRMINGHAM, AL 35223
VP/ SECRETARY/DIRECTOR1$0
ANDREA ENGEL HINES
1710 RIDGE ROAD, HOMEWOOD, AL 35209
TREASURER/ DIRECTOR0.25$0

Address and contacts

Address (IRS master file)
505 20TH ST N STE 1150, BIRMINGHAM, AL 35203-4620
Signed the 990-PF
ALAN ENGEL, DIRECTOR
Phone
(205) 221-4000
Return prepared by
WARREN AVERETT LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
63-0989498
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$90,918
Income (IRS master file)
$226,041

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$134,553$193,934$90,918IRS
990-PFDecember 2024$47,131$122,604$150,299IRS
990-PFDecember 2023$10,101$198,008$225,772XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-0989498).

Questions about LISA AND ALAN ENGEL FOUNDATION

What is the EIN of LISA AND ALAN ENGEL FOUNDATION?
The employer identification number (EIN) of LISA AND ALAN ENGEL FOUNDATION is 63-0989498.
Is LISA AND ALAN ENGEL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to LISA AND ALAN ENGEL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LISA AND ALAN ENGEL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LISA AND ALAN ENGEL FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LISA AND ALAN ENGEL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LISA AND ALAN ENGEL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LISA AND ALAN ENGEL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $134,553, expenses of $193,934 and total assets of $90,918 at year end.

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