AWLJ FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AWLJ FOUNDATION INC (EIN 20-3369735)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-18
IRS object ID
202021709349100612
Schema version
2019v5.1
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)
Return2020-06-18T12:16:39-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203369735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AWLJ Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlAWLJBusinessNameControlTxt
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 W MORGANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-03-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$603,421FMVAssetsEOYAmt
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
Dividends Rev And Expnss$53,973DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,421DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$53,973TotalRevAndExpnssAmt
Total Net Invst Incm$41,421TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss$8,605InterestRevAndExpnssAmt
Interest Net Invst Incm$6,604InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,238TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$8,639OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,639OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,604TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,639TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,482TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,604TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,639TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,509ExcessRevenueOverExpensesAmt
Net Investment Income$34,817NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY-$110,380SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY-$114,889SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV-$114,889SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,572,943CorporateStockBOYAmt
Corporate Stock EOY$1,572,943CorporateStockEOYAmt
Corporate Stock EOYFMV$718,310CorporateStockEOYFMVAmt
Total Assets BOY$1,462,563TotalAssetsBOYAmt
Total Assets EOY$1,458,054TotalAssetsEOYAmt
Total Assets EOYFMV$603,421TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,462,563RetainedEarningBOYAmt
Retained Earning EOY$1,458,054RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,462,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,458,054TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,462,563TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,458,054TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,462,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,509ExcessRevenueOverExpensesAmt
Subtotal$1,458,054SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,458,054TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$59,936AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,217,023NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049248DistributionYr1Rt
Adjusted Qlfy Distri Yr2$68,809AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,046,957NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065723DistributionYr2Rt
Adjusted Qlfy Distri Yr3$79,485AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,213,354NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.065508DistributionYr3Rt
Adjusted Qlfy Distri Yr4$80,014AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,308,416NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061153DistributionYr4Rt
Adjusted Qlfy Distri Yr5$76,258AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,627,925NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046844DistributionYr5Rt
Total Distribution0.288476TotalDistributionRt
Average Distribution0.057695AverageDistributionRt
Net Vl Noncharitable Assets$794,300NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,827AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$348NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$46,175AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$48,639QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$348InvestmentIncomeExciseTaxAmt
Subtotal$348SubtotalAmt
Tax Based On Investment Income$348TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Overpayment$452OverpaymentAmt
Applied To ES Tax$452AppliedToESTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Robert Greig
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
John W Morgan
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Linda L Morgan
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$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$900,536AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$900,536TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$94,140AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$806,396AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,096CashDeemedCharitableAmt
Net Vl Noncharitable Assets$794,300NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,715MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,715MinimumInvestmentReturnAmt
Tax Based On Investment Income$348TaxBasedOnInvestmentIncomeAmt
Income Tax$619IncomeTaxAmt
Total Tax$967TotalTaxAmt
Distributable Before Adj$38,748DistributableBeforeAdjAmt
Distributable Before Ded$38,748DistributableBeforeDedAmt
Distributable As Adjusted$38,748DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,639ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$48,639QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$348PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$48,291AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,748DistributableAsAdjustedAmt
Undistributed Income PY$25,890UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$48,639QualifyingDistributionsAmt
Applied To Year1$25,890AppliedToYear1Amt
Applied To Current Year$22,749AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$15,999UndistributedIncomeCYAmt
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 W MorganContributingManagerNm
Contributing ManagerLinda L MorganContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOY SCOUTS OF AMERICA
16525 SHERMAN WAYVAN NUYSCA91406N/APCGeneral & Unrestricted$10,000
MERCY SHIPS
PO BOX 1930LINDALETX75771N/APCProgram USMG-01 Parker$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$12,552UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$41,421ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$12,552UnrelatedBusinessTaxblIncmAmt
Exclusion$41,421ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,973TotalIncomeProducingActyAmt

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 (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CALIFORNIA RESOURCES CORPORATI$57,410$7,685
OCCIDENTAL PETROLEUM CORP$1,515,533$710,625

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$8,614$8,614
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2019$800
990-PF Excise Tax for 2018$298
990-T Income Tax for 2018$140

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