AWLJ FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AWLJ FOUNDATION INC (EIN 20-3369735)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-17
IRS object ID
201711079349100616
Schema version
2016v3.0
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)
Return2017-04-17T13:05:02-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-04-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address5.102.240.171IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520171075000005FederalOriginalSubmissionId
Federal Original Submission Id2017-04-17FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD58BB870EE853A877EC7D72A60A2150F0DF0EA52AtSubmissionCreationDeviceId
At Submission Filing Device Id6B1EFC400AF5C33D9B3602785388C863E4E2E7C3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,171,691FMVAssetsEOYAmt
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$51,905DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,551DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$9NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$51,896TotalRevAndExpnssAmt
Total Net Invst Incm$47,551TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss$2,827InterestRevAndExpnssAmt
Interest Net Invst Incm$2,590InterestNetInvstIncmAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,935OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$9,935OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,262TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,590TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,935TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,262TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,590TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$79,935TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,366ExcessRevenueOverExpensesAmt
Net Investment Income$44,961NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY-$43,362SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY-$74,717SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV-$74,717SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,572,954CorporateStockBOYAmt
Corporate Stock EOY$1,572,943CorporateStockEOYAmt
Corporate Stock EOYFMV$1,246,408CorporateStockEOYFMVAmt
Total Assets BOY$1,529,592TotalAssetsBOYAmt
Total Assets EOY$1,498,226TotalAssetsEOYAmt
Total Assets EOYFMV$1,171,691TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,529,592RetainedEarningBOYAmt
Retained Earning EOY$1,498,226RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,529,592TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,498,226TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,529,592TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,498,226TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,529,592TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,366ExcessRevenueOverExpensesAmt
Subtotal$1,498,226SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,498,226TotNetAstOrFundBalancesEOYAmt

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$2GrossSalesPriceAmt
Cost Or Other Basis$2CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$80,014AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,308,416NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061153DistributionYr1Rt
Adjusted Qlfy Distri Yr2$76,258AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,627,925NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046844DistributionYr2Rt
Adjusted Qlfy Distri Yr3$71,030AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,580,038NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044955DistributionYr3Rt
Adjusted Qlfy Distri Yr4$66,546AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,561,730NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04261DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,672AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,735,475NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.011911DistributionYr5Rt
Total Distribution0.207473TotalDistributionRt
Average Distribution0.041495AverageDistributionRt
Net Vl Noncharitable Assets$1,213,354NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$50,348AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$450NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$50,798AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$79,935QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$450InvestmentIncomeExciseTaxAmt
Subtotal$450SubtotalAmt
Tax Based On Investment Income$450TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$514EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$514TotalPaymentsAndCreditsAmt
Overpayment$64OverpaymentAmt
Applied To ES Tax$64AppliedToESTaxAmt

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

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 RdWilmingtonDE198091377VP / Dir1.0$0$0$0
John W Morgan
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0$0$0
Linda L Morgan
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$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$1,266,719AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,266,719TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$34,888AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,231,831AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,477CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,213,354NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,668MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,668MinimumInvestmentReturnAmt
Tax Based On Investment Income$450TaxBasedOnInvestmentIncomeAmt
Income Tax$10IncomeTaxAmt
Total Tax$460TotalTaxAmt
Distributable Before Adj$60,208DistributableBeforeAdjAmt
Distributable Before Ded$60,208DistributableBeforeDedAmt
Distributable As Adjusted$60,208DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,935ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$79,935QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$450PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$79,485AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,208DistributableAsAdjustedAmt
Undistributed Income PY$62,968UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Qualifying Distributions$79,935QualifyingDistributionsAmt
Applied To Year1$62,968AppliedToYear1Amt
Applied To Current Year$16,967AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$43,241UndistributedIncomeCYAmt
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 NATIONAL COUNCIL
16525 SHERMAN WAY NO C-8VAN NUYSCA91406N/APCGeneral & Unrestricted$40,000
MERCY SHIPS
PO BOX 1930LINDALETX75771N/APCUSMG-01 Parker Program$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,000TotalGrantOrContriPdDurYrAmt

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)
Exclusion14ExclusionCd
Exclusion$51,905ExclusionAmt
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 Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$9ExclusionAmt
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$51,896ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,896TotalIncomeProducingActyAmt

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$18,118
OCCIDENTAL PETROLEUM CORP$1,515,533$1,228,290

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$9,910$9,910
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2016CategoryTxt
Amt$500Amt

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