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Nonprofit · EIN 22-2764445

ROBERT G & JANE V ENGEL FOUNDATION INC

Tax-exempt · S PORTLAND, ME 04106

Financials

−$4K$138K2022$100K$117K2023$173K$139K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT G & JANE V ENGEL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$172,926$139,056$33,870$930,891$0$930,891
September 30, 2024990-PF$99,939$116,567-$16,628$885,309$0$885,309
September 30, 2023990-PF-$4,292$138,194-$142,486$900,392$0$900,392
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$9,887
Interest
$11,942
Net gain from sales of assets
$151,097

Expenses

Grants and similar amounts paid
$121,500
Disbursements for charitable purposes
$121,500
Excise tax on investment income
$380

Balance sheet and other

Total assets, start of year
$885,309
Total assets, end of year
$930,891
Total liabilities, end of year
$0
Net assets, end of year
$930,891
Fair market value of assets
$1,275,755
Qualifying distributions
$121,500
Net investment income
$27,321

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT ENGEL
1601 QUEENS ROAD WEST, CHARLOTTE, NC 28207
TREASURY0$0
ELIZABETH H ENGEL
22 BELLEVUE AVENUE, SOUTH PORTLAND, ME 04106
SECRETARY0$0
JENNIFER E YOUNG
927 TANGANNOCK RD, ITHACA, NY 14850
PRESIDENT0$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
ROBERT ENGEL
1601 QUEENS ROAD WEST, CHARLOTTE, NC 28207
TREASURY0$0
ELIZABETH H ENGEL
22 BELLEVUE AVENUE, SOUTH PORTLAND, ME 04106
SECRETARY0$0
JENNIFER E YOUNG
927 TANGANNOCK RD, ITHACA, NY 14850
PRESIDENT0$0
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
ROBERT ENGEL
1601 QUEENS ROAD WEST, CHARLOTTE, NC 28207
TREASURY0$0
ELIZABETH H ENGEL
22 BELLEVUE AVENUE, SOUTH PORTLAND, ME 04106
SECRETARY0$0
JENNIFER E YOUNG
927 TANGANNOCK RD, ITHACA, NY 14850
PRESIDENT0$0

Address and contacts

Address (IRS master file)
22 BELLEVUE AVE, S PORTLAND, ME 04106-3903
In care of
% ELIZABETH HUNTER ENGEL TTEE
Signed the 990-PF
ELIZABETH H ENGEL, SECRETARY
Phone
(207) 831-0652
Return prepared by
THE SWANSON GROUP 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
22-2764445
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
1988
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$930,891
Income (IRS master file)
$683,857

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$172,926$139,056$930,891XML
990-PFSeptember 2024$99,939$116,567$885,309IRS
990-PFSeptember 2023-$4,292$138,194$900,392XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 22-2764445).

Questions about ROBERT G & JANE V ENGEL FOUNDATION INC

What is the EIN of ROBERT G & JANE V ENGEL FOUNDATION INC?
The employer identification number (EIN) of ROBERT G & JANE V ENGEL FOUNDATION INC is 22-2764445.
Is ROBERT G & JANE V ENGEL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to ROBERT G & JANE V ENGEL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT G & JANE V ENGEL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT G & JANE V ENGEL FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT G & JANE V ENGEL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of ROBERT G & JANE V ENGEL FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ROBERT G & JANE V ENGEL FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $172,926, expenses of $139,056 and total assets of $930,891 at year end.

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