AWLJ FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AWLJ FOUNDATION INC (EIN 20-3369735)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-04
IRS object ID
201541249349100244
Schema version
2014v5.0
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)
Return2015-05-04T16:10:05-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn W MorganPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,414,608FMVAssetsEOYAmt
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$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,283DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,283DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,288TotalRevAndExpnssAmt
Total Net Invst Incm$48,292TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,118TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$11,786OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$46OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11,740OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,904TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,740TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,904TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$76,740TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,616ExcessRevenueOverExpensesAmt
Net Investment Income$48,246NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,178SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY-$13,433SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV-$13,433SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,572,959CorporateStockBOYAmt
Corporate Stock EOY$1,572,954CorporateStockEOYAmt
Corporate Stock EOYFMV$1,428,041CorporateStockEOYFMVAmt
Total Assets BOY$1,589,137TotalAssetsBOYAmt
Total Assets EOY$1,559,521TotalAssetsEOYAmt
Total Assets EOYFMV$1,414,608TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,589,137RetainedEarningBOYAmt
Retained Earning EOY$1,559,521RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,589,137TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,559,521TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,589,137TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,559,521TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,589,137TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,616ExcessRevenueOverExpensesAmt
Subtotal$1,559,521SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,559,521TotNetAstOrFundBalancesEOYAmt

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$4GrossSalesPriceAmt
Cost Or Other Basis$1CostOrOtherBasisAmt
Gain Or Loss$3GainOrLossAmt
Gains Minus Excess Or Losses$3GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$71,030AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,580,038NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044955DistributionYr1Rt
Adjusted Qlfy Distri Yr2$66,546AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,561,730NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04261DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,672AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,735,475NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.011911DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,888AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$204,878NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.023858DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,787AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$69,920NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068464DistributionYr5Rt
Total Distribution0.191798TotalDistributionRt
Average Distribution0.03836AverageDistributionRt
Net Vl Noncharitable Assets$1,627,925NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$62,447AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$482NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$62,929AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$76,740QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$482InvestmentIncomeExciseTaxAmt
Subtotal$482SubtotalAmt
Tax Based On Investment Income$482TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$900TotalPaymentsAndCreditsAmt
Overpayment$418OverpaymentAmt
Applied To ES Tax$418AppliedToESTaxAmt

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

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Robert Greig
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0
John W Morgan
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0
Linda L Morgan
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$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$1,618,858AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,858AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,652,716TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,652,716AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,791CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,627,925NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,396MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,396MinimumInvestmentReturnAmt
Tax Based On Investment Income$482TaxBasedOnInvestmentIncomeAmt
Total Tax$482TotalTaxAmt
Distributable Before Adj$80,914DistributableBeforeAdjAmt
Distributable Before Ded$80,914DistributableBeforeDedAmt
Distributable As Adjusted$80,914DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,740ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$76,740QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$482PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$76,258AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,914DistributableAsAdjustedAmt
Undistributed Income PY$74,395UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$76,740QualifyingDistributionsAmt
Applied To Year1$74,395AppliedToYear1Amt
Applied To Current Year$2,345AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$78,569UndistributedIncomeCYAmt
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
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOY SCOUTS OF AMERICA
16525 SHERMAN WAYVANNUYSCA91406N/APCEmerald Bay Chaplain Cabins$30,000
MERCY SHIPS
PO BOX 2020LINDALETX75771N/APCUSMG-03 Parker Program$30,000
UFM INTERNATIONAL INC
10000 N OAK TRFYKANSAS CITYMO64155N/APCUniversity Shalom de Bunia-Witmer Program$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,283ExclusionAmt
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-$1ExclusionAmt
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$48,288ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,288TotalIncomeProducingActyAmt

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$54,853$38,002
OCCIDENTAL PETROLEUM CORP$1,518,101$1,390,039

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$11,715$11,715
Bank Charges$46$46
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2014$900
990-PF Excise Tax for 2013$218

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