AWLJ FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
AWLJ FOUNDATION INC (EIN 20-3369735)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-09
IRS object ID
201341299349101969
Schema version
2012v2.2
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)
Timestamp2013-05-09T05:14:10-00:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Lane Suite 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203369735EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AWLJ Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlAWLJNameControl
Phone8008391754Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJohn W MorganName
TitlePresidentTitle
Date Signed2013-05-09DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeffrey D HaskellName
Phone8008391754Phone
Date Prepared2013-05-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1374127FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss11InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm11InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss45441DividendsRevAndExpnss
Dividends Net Invst Incm45441DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses45452TotalRevenueAndExpenses
Total Net Investment Income45452TotalNetInvestmentIncome
Taxes Rev And Expnss961TaxesRevAndExpnss
Other Expenses Rev And Expnss11546OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps11546OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss12507TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps11546TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss55000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps55000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss67507TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps66546TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-22055ExcessOfRevenueOverExpenses
Net Investment Income45452NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY67458SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY45403SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV45403SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY1582056InvestmentsCorpStockBOY
Investments Corp Stock EOY1582056InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1328724InvestmentsCorpStockEOYFMV
Total Assets BOY1649514TotalAssetsBOY
Total Assets EOY1627459TotalAssetsEOY
Total Assets EOYFMV1374127TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1649514RetainedEarningsBOY
Retained Earnings EOY1627459RetainedEarningsEOY
Total Net Assets BOY1649514TotalNetAssetsBOY
Total Net Assets EOY1627459TotalNetAssetsEOY
Total Liabilities Net Assets BOY1649514TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1627459TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1649514TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-22055ExcessOfRevenueOverExpenses
Subtotal1627459Subtotal
Total Net Assets Fund Balances EOY1627459TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year120672QualifyingDistributionsYear1
Noncharitable Assets Year11735475NoncharitableAssetsYear1
Distribution Ratio Year1000.011911DistributionRatioYear1
Qualifying Distributions Year24888QualifyingDistributionsYear2
Noncharitable Assets Year2204878NoncharitableAssetsYear2
Distribution Ratio Year2000.023858DistributionRatioYear2
Qualifying Distributions Year34787QualifyingDistributionsYear3
Noncharitable Assets Year369920NoncharitableAssetsYear3
Distribution Ratio Year3000.068464DistributionRatioYear3
Qualifying Distributions Year47143QualifyingDistributionsYear4
Noncharitable Assets Year474109NoncharitableAssetsYear4
Distribution Ratio Year4000.096385DistributionRatioYear4
Qualifying Distributions Year54163QualifyingDistributionsYear5
Noncharitable Assets Year555492NoncharitableAssetsYear5
Distribution Ratio Year5000.075020DistributionRatioYear5
Total Distribution Ratio000.275638TotalDistributionRatio
Average Distribution Ratio000.055128AverageDistributionRatio
Net Noncharitable Assets1561730NetNoncharitableAssets
Adjusted Noncharitable Assets86095AdjustedNoncharitableAssets
One Percent Net Investment Income455OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One86550AdjNonchrtblAssetsAndOnePct
Qualifying Distributions66546QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax909InvestmentIncomeExciseTax
Subtotal909Subtotal
Tax Based On Investment Income909TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment500EstTaxPaymentsAndOverpayment
Total Credits And Payments500TotalCreditsAndPayments
Tax Paid Original Return500TaxPaidOriginalReturn
Form2220 AttachedXForm2220Attached
Tax Due409TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8008391754BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Robert Greig
Foundation Source 501 Silverside RdWilmingtonDE19809VP / Dir001.000
John W Morgan
Foundation Source 501 Silverside RdWilmingtonDE19809Pres / Dir / Sec001.000
Linda L Morgan
Foundation Source 501 Silverside RdWilmingtonDE19809VP / Dir001.000

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1509665AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances75848AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1585513TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1585513AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable23783CashDeemedCharitable
Net Noncharitable Assets1561730NetNoncharitableAssets
Minimum Investment Return78087MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return78087MinimumInvestmentReturn
Tax Based On Investment Income909TaxBasedOnInvestmentIncome
Total Tax909TotalTax
Distributable Amount Before Adj77178DistributableAmountBeforeAdj
Distributable Amount Before Ded77178DistributableAmountBeforeDed
Distributable Amount As Adjusted77178DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions66546ExpensesAndContributions
Qualifying Distributions66546QualifyingDistributions
Adj Qualifying Distributions66546AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted77178DistributableAmountAsAdjusted
Undistributed Income Prior Year56609UndistributedIncomePriorYear
Qualifying Distributions66546QualifyingDistributions
Applied To Year156609AppliedToYear1
Applied To Current Year9937AppliedToCurrentYear
Undistributed Income CY67241UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJohn W MorganContributingManager
Contributing ManagerLinda L MorganContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CAL FARLEYS BOYS RANCH
600 SW 11TH AVEAMARILLOTX79101N/A509a1General Unrestricted$10,000
MERCY SHIPS
PO BOX 2020LINDALETX75771N/A509a1USNGM Fund$45,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year55000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$11ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$45,441ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$45,452ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA45452TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of Stock17344 shares of OCCIDENTAL PETROLEUM CORPNameOfStock
EOY Book Value1582056EOYBookValue
EOYFMV1328724EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
Administrative Fees1152111521
State or Local Filing Fees2525

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
Estimated Tax for 2012$500
Excise Tax for 2011$461

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