LONGWELL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LONGWELL FAMILY FOUNDATION (EIN 45-3824427)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-20
IRS object ID
202341719349100709
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-20T15:57:03-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453824427EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Longwell Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlLONGBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN LONGWELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-06-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastLONGWELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$267,071FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,568DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,568DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,312NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,907GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,312CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,907TotalRevAndExpnssAmt
Total Net Invst Incm$13,907TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,410OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,410OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$168TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,603TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,410TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,203TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,410TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,625TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,296ExcessRevenueOverExpensesAmt
Net Investment Income$10,497NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$57,483SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$44,807SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,807SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$234,858CorporateStockBOYAmt
Corporate Stock EOY$245,238CorporateStockEOYAmt
Corporate Stock EOYFMV$222,264CorporateStockEOYFMVAmt
Total Assets BOY$292,341TotalAssetsBOYAmt
Total Assets EOY$290,045TotalAssetsEOYAmt
Total Assets EOYFMV$267,071TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$292,341RetainedEarningBOYAmt
Retained Earning EOY$290,045RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$292,341TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$290,045TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$292,341TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$290,045TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$292,341TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,296ExcessRevenueOverExpensesAmt
Subtotal$290,045SubtotalAmt
Tot Net Ast Or Fund Balances EOY$290,045TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$8,907GrossSalesPriceAmt
Cost Or Other Basis$3,595CostOrOtherBasisAmt
Gain Or Loss$5,312GainOrLossAmt
Gains Minus Excess Or Losses$5,312GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,312CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$146InvestmentIncomeExciseTaxAmt
Subtotal$146SubtotalAmt
Tax Based On Investment Income$146TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Overpayment$54OverpaymentAmt
Applied To ES Tax$54AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Denise T Longwell
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
John D Longwell
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$229,865AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,644AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$283,509TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$283,509AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,253CashDeemedCharitableAmt
Net Vl Noncharitable Assets$279,256NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,963MinimumInvestmentReturnAmt
Tax Based On Investment Income$146TaxBasedOnInvestmentIncomeAmt
Total Tax$146TotalTaxAmt
Distributable Before Adj$13,817DistributableBeforeAdjAmt
Distributable Before Ded$13,817DistributableBeforeDedAmt
Distributable As Adjusted$13,817DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,625ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$12,625QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,817DistributableAsAdjustedAmt
Undistributed Income PY$11,847UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$12,625QualifyingDistributionsAmt
Applied To Year1$11,847AppliedToYear1Amt
Applied To Current Year$778AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$13,039UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJohn D LongwellContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB OF NORTH COUNTY
445 E IVY STFALLBROOKCA92028N/APCGeneral & Unrestricted$800
COAST GUARD FOUNDATION INC
394 TAUGWONK RDSTONINGTONCT06378N/APCGeneral & Unrestricted$800
FALLBROOK ANIMAL SANCTUARY
230 W AVIATION RDFALLBROOKCA92028N/APCGeneral & Unrestricted$1,000
HENRYS FORK FOUNDATION INC
PO BOX 550ASHTONID83420N/APCGeneral & Unrestricted$2,500
INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION
PO BOX 20280BOULDERCO80308N/APCGeneral & Unrestricted$2,500
SYRACUSE UNIVERSITY
640 SKYTOP RD FL 2SYRACUSENY13244N/APCCollege of Engineering$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,568ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,312ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,907ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,907TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLIANCEBERN GLOBAL BOND ADV$12,960$10,494
AMANA GROWTH FUND CLASS INSTL$6,570$10,611
BLACKROCK EQUITY DIVIDEND FUND$16,606$15,231
BLACKROCK INFLATION PROTECTED$15,676$14,092
COLUMBIA FDS SRS TR I STRATEGI$14,818$12,662
EAGLE MID CAP GROWTH$3,673$5,320
FIRST EAGLE SOGEN OVERSEAS FUN$13,653$13,860
INVESCO OPPENHEIMER DEVELOPING$2,566$2,639
INVESCO OPPENHEIMER INTL BOND$9,516$6,694
JPMORGAN GROWTH ADVANTAGE SELE$11,534$11,476
LOOMIS SAYLES FDS INV GRADE BO$36,317$29,554
LORD ABBETT FUNDAMENTAL EQUITY$5,119$5,010
NEUBERGER BERMAN FUNDS$7,442$7,234
OAKMARK FUND ADVISOR CLASS$7,757$11,916
PUTNAM US GOVERNMENT INCOME CL$39,234$28,553
RIDGEWORTH SMALL CAP VALUE EQU$3,765$3,112
ROYCE PREMIER FUND$3,268$2,672
TEMPLETON GLOBAL BD$10,351$6,628
TOUCHSTONE DIV EQ FD CL Y$15,362$14,523
VIRTUS SMALL CAP CORE FUND CLA$9,051$9,983

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$4,000$4,000
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$3,410Amt
Net Investment Income$3,410NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2021CategoryTxt
Amt$168Amt

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