Civic Intelligence

Morton and Catherine Engle Family Foundation

990PF • Fiscal year 2012 • EIN 36-3950929

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 23, 2013

Organization Profile

485 OakwoodRoom/Suite B260045

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Higher debt load relative to assets than 59% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Faster asset growth than 30% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets59th percentile

Assets

$298,250

No earlier filing loaded for comparison.

Net Assets

$298,200

No earlier filing loaded for comparison.

Liabilities

$50

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$29,956

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$298,250

Liabilities$50

Net Assets$298,200

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$29,956

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Apr 23, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CATHERINE ENGLE	President/Di	-	$0	-	-
RICHARD ENGLE	VP/Director	-	$0	-	-
SUSAN ENGLE	VP/Director	-	$0	-	-
DANIEL ENGLE	Treas/VP/Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	PHOENIX CHILDREN'S HOSPITAL	ASSIST ORGANIZATION	PUBLIC	PHOENIX, AZ, US	$25,000
Paid Grant	ALLIANCE BERNSTEIN K-1	ASSIST ORGANIZATION	PUBLIC	NEW YORK, NY, US	$12

Filing and Contact Details

Filer

EIN: 36-3950929

Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFees/Amount	0	3561
AccountingFeesSchedule/AccountingFees/Category	0	ACCOUNTING
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	3561
CompensationExplanation/Compensation/PersonName	0	CATHERINE ENGLE
CompensationExplanation/Compensation/PersonName	1	RICHARD ENGLE
CompensationExplanation/Compensation/PersonName	2	SUSAN ENGLE
CompensationExplanation/Compensation/PersonName	3	DANIEL ENGLE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	0	150000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	1	82830
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV	0	122160
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV	1	92766
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	0	RSB CAP FDG TR 5.9%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	1	FIXED INCOME SECURITIES
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	40605
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	ALLIANCE CAPITAL MGMT HLDG LP
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	57223
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	3704
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	2419
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount	0	100
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount	0	12
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode	0	900099
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	0	ALLIANCE UBIT
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount	0	-2306
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	6235
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	3929
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	3561
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	3561
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	2419
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	25012
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	25012
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	3704
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	3704
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-26027
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	21308
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	2419
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	2292
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	1149
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm	0	-2306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm	0	12
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss	0	-2294
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome	0	-2306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	25012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	3943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	29956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	6235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	3929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	3943
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	4944
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip	0	17358
IRS990PF/BalanceSheets/CashBOY	0	91
IRS990PF/BalanceSheets/CashEOY	0	100
IRS990PF/BalanceSheets/CashEOYFMV	0	100
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY	0	250211
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY	0	232830
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV	0	214926
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	45500
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	40605
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	57223
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis	0	22913
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY	0	5555
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY	0	5555
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY	0	50
IRS990PF/BalanceSheets/OtherLiabilitiesEOY	0	50
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	324227
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	298200
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	22920
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	19160
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	19160
IRS990PF/BalanceSheets/TotalAssetsBOY	0	324277
IRS990PF/BalanceSheets/TotalAssetsEOY	0	298250
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	291409
IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	50
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	50
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	324277
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	298250
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	324227
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	298200
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	2419
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	18889
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	ALLIANCE BERNSTEIN HOLDINGS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	ALLIANCE BERNSTEIN HOLDINGS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	PUBLIC TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	858
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	1111
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	858
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	1111
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	858
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	20000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	2	P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss	0	310
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-26027
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	298200
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	324227
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	298200
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	12687
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	12687
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	12687
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	12733
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	46
IRS990PF/DistributableAmount/TotalTax	0	46
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	46
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	46
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	46
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	46
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	291409
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	258536
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	22135
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	236401
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	3878
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	12733
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	254658
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	258536
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	0.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	2	0.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	3	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	CATHERINE ENGLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	RICHARD ENGLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	SUSAN ENGLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	DANIEL ENGLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	PRESIDENT/DI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	VP/DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	VP/DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	TREAS/VP/DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	485 N OAKWOOD AVE B2
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	8696 N 73RD WAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	7740 E GAINEY RANCH RD UNIT 57
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	3	735 13TH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	LAKE FOREST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	SCOTTSDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	SCOTTSDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	BOULDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	3	CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	60045
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	85256
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	2	85258
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	3	80302
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	59954
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	59931
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.235341
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.357386
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.077501
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.349796
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.335443
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.056581
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	254658
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	125819
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	322820
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	360193
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	607382
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	872094
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	23
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	25012
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	44966
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	25019
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	125994
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	203742
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	49344
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	1.176707
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	25012
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	25012
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	25012
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	CATHERINE ENGLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8472345556
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	485 OAKWOOD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	LAKE FOREST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	60045
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	IL
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	NONE
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/SumOfProgramRelatedInvestments/Description1	0	N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	CATHERINE ENGLE MANAGER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	8472345556
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	485 OAKWOOD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	LAKE FOREST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	IL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	60045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	12
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	ASSIST ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	ASSIST ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	PHOENIX CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	ALLIANCE BERNSTEIN K-1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	2929 EAST CAMELBACK RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	1245 AVENUE OF THE AMERIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine2	0	SUITE 122
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	PHOENIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	85016
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	10105
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	25012
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	12687
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	12687
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	38771
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	9080
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	108032
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	173459
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	5920
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	5920
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	341667
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	12325
IRS990PF/UndistributedIncome/ExcessFromYear1	0	38771
IRS990PF/UndistributedIncome/ExcessFromYear2	0	9080
IRS990PF/UndistributedIncome/ExcessFromYear3	0	108032
IRS990PF/UndistributedIncome/ExcessFromYear4	0	173459
IRS990PF/UndistributedIncome/QualifyingDistributions	0	25012
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	12325
IRS990PF/UndistributedIncome/TotalCorpus	0	347587
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	335262
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
LandEtcSchedule2/LandEtc/AccumulatedDepreciation	0	12019
LandEtcSchedule2/LandEtc/AccumulatedDepreciation	1	5339
LandEtcSchedule2/LandEtc/BookValue	0	5555
LandEtcSchedule2/LandEtc/CategoryOrItem	0	MACHINERY & EQUIPMENT
LandEtcSchedule2/LandEtc/CategoryOrItem	1	ORGANIZATIONAL EXPENSE
LandEtcSchedule2/LandEtc/CostOrOtherBasis	0	17574
LandEtcSchedule2/LandEtc/CostOrOtherBasis	1	5339
OtherExpensesSchedule/OtherExpenses/Description	0	EXPENSES
OtherExpensesSchedule/OtherExpenses/Description	1	INSURANCE
OtherExpensesSchedule/OtherExpenses/Description	2	LICENSES & PERMITS
OtherExpensesSchedule/OtherExpenses/Description	3	NON DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpenses/Description	4	INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpenses/Description	5	BANK / TRUST FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	346
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	15
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	2	19
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	3	2
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	346
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	15
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	767
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	3	19
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	4	2
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	-2306
OtherIncomeSchedule2/OtherIncome/Description	0	ALLIANCE NON UBIT
OtherIncomeSchedule2/OtherIncome/Description	1	ALLIANCE UBIT
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	12
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	12
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	-2306
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue	0	50
OtherLiabilitiesSchedule/OtherLiabilities/Description	0	DUE TO OFFICER FOR REIMBURSMENT
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue	0	50
TaxesSchedule/Taxes/Amount	0	186
TaxesSchedule/Taxes/Amount	1	48
TaxesSchedule/Taxes/Category	0	FOREIGN TAX PAID
TaxesSchedule/Taxes/Category	1	FEDERAL TAX PAID
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	363950929
ReturnHeader/Filer/Name/BusinessNameLine1	0	MORTON & CATHERINE ENGLE
ReturnHeader/Filer/Name/BusinessNameLine2	0	FAMILY FOUNDATION
ReturnHeader/Filer/NameControl	0	MORT
ReturnHeader/Filer/Phone	0	8472345556
ReturnHeader/Filer/USAddress/AddressLine1	0	485 OAKWOOD
ReturnHeader/Filer/USAddress/AddressLine2	0	ROOM/SUITE B2
ReturnHeader/Filer/USAddress/City	0	LAKE FOREST
ReturnHeader/Filer/USAddress/State	0	IL
ReturnHeader/Filer/USAddress/ZIPCode	0	60045
ReturnHeader/Officer/DateSigned	0	2013-04-23
ReturnHeader/Officer/Name	0	DANIEL ENGLE
ReturnHeader/Officer/Phone	0	8472345556
ReturnHeader/Officer/Title	0	TREASURER
ReturnHeader/Preparer/DatePrepared	0	2013-04-23
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	HTH LLC CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	501 PETERSON ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	LIBERTYVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	600481011
ReturnHeader/Preparer/Name	0	JILL L KUKSA CPA
ReturnHeader/Preparer/Phone	0	8472470200
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-04-26T11:21:39-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Assets: $298,250
Liabilities: $50
Net assets: $298,200
Revenue: -
Expenses: $29,956
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2012Detailed filing. Detailed filing data is available for this year.	$2.98	$0.00	$2.98		$0.30