EDDIE WILLIAMSON FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: EDDIE WILLIAMSON FAMILY FOUNDATION (EIN 81-0842959)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2024-10-04
IRS object ID: 202432789349100103
Schema version: 2023v5.1
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
Form 990-PF
Accounting Fees Schedule
Land Etc Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-10-04T07:07:19-07:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	680437643	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TED W NEWTON CPA INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	901 BRUCE RD STE 190	AddressLine1Txt
City	CHICO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95928	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	810842959	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Eddie Williamson Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	EDDI	BusinessNameControlTxt
Phone	5309343689	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6330 County Road 68	AddressLine1Txt
City	Willows	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95988	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Margaret Ann Cole	PersonNm
Person Title	President	PersonTitleTxt
Signature	2024-09-30	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Ted W Newton CPA	PreparerPersonNm
PTIN	P00089810	PTIN
Phone	5308951400	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,366,478	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Gross Rents Rev And Expnss	$138,966	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$138,966	GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm	$138,966	GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss	$138,966	NetRentalIncomeOrLossAmt
Total Rev And Expnss	$138,966	TotalRevAndExpnssAmt
Total Net Invst Incm	$138,966	TotalNetInvstIncmAmt
Total Adj Net Incm	$138,966	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$800	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$800	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$800	AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss	$2,632	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,632	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$2,632	TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$3,432	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,432	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$3,432	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$130,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$130,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$133,432	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,432	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$3,432	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$130,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,534	ExcessRevenueOverExpensesAmt
Net Investment Income	$135,534	NetInvestmentIncomeAmt
Adjusted Net Income	$135,534	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$159,944	CashBOYAmt
Cash EOY	$165,478	CashEOYAmt
Cash EOYFMV	$165,478	CashEOYFMVAmt
Land Bldg Investments EOYFMV	$2,201,000	LandBldgInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$776,592	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$776,592	LandBldgEquipAccumDeprecAmt
Total Assets BOY	$159,944	TotalAssetsBOYAmt
Total Assets EOY	$165,478	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,366,478	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$159,944	RetainedEarningBOYAmt
Retained Earning EOY	$165,478	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$159,944	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$165,478	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$159,944	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$165,478	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$159,944	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,534	ExcessRevenueOverExpensesAmt
Subtotal	$165,478	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$165,478	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,884	InvestmentIncomeExciseTaxAmt
Subtotal	$1,884	SubtotalAmt
Tax Based On Investment Income	$1,884	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,904	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,904	TotalPaymentsAndCreditsAmt
Overpayment	$20	OverpaymentAmt
Applied To ES Tax	$20	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Margaret Ann Cole	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5309343689	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6330 County Road 68	AddressLine1Txt
City	Willows	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95988	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Margaret Ann Cole
6330 County Road 68	Willows	CA	95988	President	1.00	$0
Lee Edwin Cole
6330 County Road 68	Willows	CA	95988	Secretary	0.50	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,201,000	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$120,595	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,321,595	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$2,321,595	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$34,824	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,286,771	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$114,339	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$114,339	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,884	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,884	TotalTaxAmt
Distributable Before Adj	$112,455	DistributableBeforeAdjAmt
Distributable Before Ded	$112,455	DistributableBeforeDedAmt
Distributable As Adjusted	$112,455	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$130,000	ExpensesAndContributionsAmt
Qualifying Distributions	$130,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$112,455	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$17,659	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$18,668	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$13,595	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$18,890	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$17,986	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$86,798	TotalExcessDistributionCyovAmt
Qualifying Distributions	$130,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$112,455	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$17,545	RemainingDistriFromCorpusAmt
Total Corpus	$104,343	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$17,659	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$86,684	ExcessDistriCyovToNextYrAmt
Excess From Year4	$18,668	ExcessFromYear4Amt
Excess From Year3	$13,595	ExcessFromYear3Amt
Excess From Year2	$18,890	ExcessFromYear2Amt
Excess From Year1	$17,986	ExcessFromYear1Amt
Excess From Current Year	$17,545	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Margaret Ann Cole	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Rice Research Trust
PO Box 306	Biggs	CA	95917	N/A	PC	Scientific research diseases in Rice Industry	$10,000
Oregon State University Foundation
850 SW 35th Street	Corvallis	OR	97333	N/A	PC	Education	$80,000
Museum Society of Willows
336 W Walnut Street	Willows	CA	95988	N/A	PC	Charitable	$5,000
Heart of Oregon Corps
1291 NE 5th Street	Bend	OR	97701	N/A	PC	Education	$10,000
CA Ricelands Waterbird Foundation
1231 I Street Suite 205	Sacramento	CA	95814	N/A	PC	Conservation	$5,000
St Charles Foundation
2500 NE Neff Road	Bend	OR	97701	None	PC	Cancer Research & Treatment	$10,000
Deschutes County Historical Society
129 NW Idaho Avenue	Bend	OR	97703	None	PC	Preserve and Promote local history	$5,000
SMART Reader
354 NE Greenwood Suite 214	Bend	OR	97701	None	PC	Educate Reading	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$130,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$138,966	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$138,966	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$138,966	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Tax Preparation	CategoryTxt
Amt	$800	Amt
Net Investment Income	$800	NetInvestmentIncomeAmt
Adjusted Net Income	$800	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	Improvements	CategoryOrItemTxt
Cost Or Other Basis	$776,592	CostOrOtherBasisAmt
Accumulated Depreciation	$776,592	AccumulatedDepreciationAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Excise Taxes	CategoryTxt
Amt	$2,632	Amt
Net Investment Income	$2,632	NetInvestmentIncomeAmt
Adjusted Net Income	$2,632	AdjustedNetIncomeAmt

EDDIE WILLIAMSON FAMILY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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