LONGWELL FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LONGWELL FAMILY FOUNDATION (EIN 45-3824427)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-07
IRS object ID
202211889349101101
Schema version
2021v4.2
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)
Return2022-07-07T11:25:04-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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 D LONGWELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-06-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHN DPersonFirstNm
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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$315,698FMVAssetsEOYAmt
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$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,821DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,821DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,329NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,740GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,329CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,168TotalRevAndExpnssAmt
Total Net Invst Incm$16,168TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,620OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,620OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,665TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,620TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,265TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,620TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,625TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,097ExcessRevenueOverExpensesAmt
Net Investment Income$12,548NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$74,007SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$57,483SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$57,483SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$222,431CorporateStockBOYAmt
Corporate Stock EOY$234,858CorporateStockEOYAmt
Corporate Stock EOYFMV$258,215CorporateStockEOYFMVAmt
Total Assets BOY$296,438TotalAssetsBOYAmt
Total Assets EOY$292,341TotalAssetsEOYAmt
Total Assets EOYFMV$315,698TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$296,438RetainedEarningBOYAmt
Retained Earning EOY$292,341RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$296,438TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$292,341TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$296,438TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$292,341TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$296,438TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,097ExcessRevenueOverExpensesAmt
Subtotal$292,341SubtotalAmt
Tot Net Ast Or Fund Balances EOY$292,341TotNetAstOrFundBalancesEOYAmt

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$13,740GrossSalesPriceAmt
Cost Or Other Basis$3,411CostOrOtherBasisAmt
Gain Or Loss$10,329GainOrLossAmt
Gains Minus Excess Or Losses$10,329GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,329CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$174InvestmentIncomeExciseTaxAmt
Subtotal$174SubtotalAmt
Tax Based On Investment Income$174TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$168ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$174TotalPaymentsAndCreditsAmt

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
Website AddressN/AWebsiteAddressTxt

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 PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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$251,532AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,973AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$322,505TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$322,505AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,838CashDeemedCharitableAmt
Net Vl Noncharitable Assets$317,667NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,883MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,883MinimumInvestmentReturnAmt
Tax Based On Investment Income$174TaxBasedOnInvestmentIncomeAmt
Total Tax$174TotalTaxAmt
Distributable Before Adj$15,709DistributableBeforeAdjAmt
Distributable Before Ded$15,709DistributableBeforeDedAmt
Distributable As Adjusted$15,709DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,625ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$16,625QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,709DistributableAsAdjustedAmt
Undistributed Income PY$12,763UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Qualifying Distributions$16,625QualifyingDistributionsAmt
Applied To Year1$12,763AppliedToYear1Amt
Applied To Current Year$3,862AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$11,847UndistributedIncomeCYAmt
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 (8 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$1,000
COAST GUARD FOUNDATION INC
394 TAUGWONK RDSTONINGTONCT06378N/APCGeneral & Unrestricted$1,000
FALLBROOK ANIMAL SANCTUARY
230 W AVIATION RDFALLBROOKCA92028N/APCGeneral & Unrestricted$1,000
HENRYS FORK FOUNDATION INC
PO BOX 550ASHTONID83420N/APCGeneral & Unrestricted$1,500
INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION
PO BOX 20280BOULDERCO80308N/APCGeneral & Unrestricted$2,500
SYRACUSE UNIVERSITY
640 SKYTOP RD FL 2SYRACUSENY13244N/APCGeneral & Unrestricted$1,000
VALKYRIE GIVES
8001 INTERPORT BLVD STE 260ENGLEWOODCO80112N/APCGeneral & Unrestricted$1,000
DRIVE TOWARD A CURE
2575 ROSCOMARE RDLOS ANGELESCA90077N/APCGeneral & Unrestricted$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,600TotalGrantOrContriPdDurYrAmt

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$18ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,821ExclusionAmt
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$10,329ExclusionAmt
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$16,168ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,168TotalIncomeProducingActyAmt

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$12,117$11,931
AMANA GROWTH FUND CLASS INSTL$6,173$13,136
BLACKROCK EQUITY DIVIDEND FUND$14,737$15,862
BLACKROCK INFLATION PROTECTED$17,953$19,518
COLUMBIA FDS SRS TR I STRATEGI$14,294$14,251
EAGLE MID CAP GROWTH$3,605$7,152
FIRST EAGLE SOGEN OVERSEAS FUN$13,144$15,047
INVESCO OPPENHEIMER DEVELOPING$2,541$3,518
INVESCO OPPENHEIMER INTL BOND$9,276$7,662
JPMORGAN GROWTH ADVANTAGE SELE$11,488$16,485
LOOMIS SAYLES FDS INV GRADE BO$35,354$33,320
LORD ABBETT FUNDAMENTAL EQUITY$4,848$5,522
NEUBERGER BERMAN FUNDS$6,719$8,943
OAKMARK FUND ADVISOR CLASS$7,620$13,723
PUTNAM US GOVERNMENT INCOME CL$35,749$31,904
RIDGEWORTH SMALL CAP VALUE EQU$3,177$3,462
ROYCE PREMIER FUND$3,047$3,160
TEMPLETON GLOBAL BD$10,000$7,047
TOUCHSTONE DIV EQ FD CL Y$14,587$15,372
VIRTUS SMALL CAP CORE FUND CLA$8,429$11,200

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$3,620Amt
Net Investment Income$3,620NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2020CategoryTxt
Amt$20Amt

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