WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202501359349103185
Schema version
2024v5.0
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)
Return2025-05-15T13:35:18-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472061927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MUNC CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 PADRE PKWY STE 103AddressLine1Txt
CityROHNERT PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94928ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266153545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS LEWELLIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone7078650554PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 13AddressLine1Txt
CityJENNERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP954500013ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL SKLENICKAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2025-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIAN MUNCPreparerPersonNm
PTINP00981465PTIN
Phone7075839129PhoneNum
Preparation2025-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$796,166FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,414InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,414InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,749DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,749DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$187,618NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$202,278GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$187,618CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$193,781TotalRevAndExpnssAmt
Total Net Invst Incm$193,781TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$22,362CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$11,181CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,920CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,083AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$542AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$521TaxesRevAndExpnssAmt
Taxes Net Invst Incm$471TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$17OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$23,983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,194TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,920TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,549ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,549ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,532TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,194TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,469TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$146,249ExcessRevenueOverExpensesAmt
Net Investment Income$181,587NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,267SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$166,176SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$166,176SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$39,345CorporateStockBOYAmt
Corporate Stock EOY$24,685CorporateStockEOYAmt
Corporate Stock EOYFMV$629,990CorporateStockEOYFMVAmt
Total Assets BOY$44,612TotalAssetsBOYAmt
Total Assets EOY$190,861TotalAssetsEOYAmt
Total Assets EOYFMV$796,166TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$44,612NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$190,861NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$44,612TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$190,861TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$44,612TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$190,861TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,612TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$146,249ExcessRevenueOverExpensesAmt
Subtotal$190,861SubtotalAmt
Tot Net Ast Or Fund Balances EOY$190,861TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property1,000 SHS TESLA INCPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-02-04AcquiredDt
Sold2024-02-16SoldDt
Gross Sales Price$202,278GrossSalesPriceAmt
Cost Or Other Basis$14,660CostOrOtherBasisAmt
Gain Or Loss$187,618GainOrLossAmt
Gains Minus Excess Or Losses$187,618GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$187,618CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,524InvestmentIncomeExciseTaxAmt
Subtotal$2,524SubtotalAmt
Tax Based On Investment Income$2,524TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Tax Due$2,550TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROL SKLENICKAIndividualWithBooksNm
Phone7078650554PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 13AddressLine1Txt
CityJENNERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP954500013ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD RYAN
PO BOX 13JENNERCA954500013TRUSTEE15.00$11,181$0$0
CAROL SKLENICKA
PO BOX 13JENNERCA954500013TRUSTEE15.00$11,181$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION PRESENTED 12 AWARDS IN 2024 TOTALING 23,549. ALL RECIPIENTS EXEMPLIFY THE FOUNDATION'S MISSION OF "REWARDING PEOPLE WHO MAKE A SUSTAINABLE,JUST, COMPASSIONATE AND CREATIVE FUTURE POSSIBLE." STARTING THIS YEAR THE RECIPIENTS ARE A MIX OF INDIVIDUALS AND OTHER CHARITABLE ORGANIZATIONS, ALL OF WHICH ARE EXEMPT DIRECT PUBLIC SUPPORT ORGANIZATIONS UNDER 501(C)(3).Description1Txt
Expenses1$23,549Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$636,109AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,722AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$721,831TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$721,831AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,827CashDeemedCharitableAmt
Net Vl Noncharitable Assets$711,004NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,550MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,550MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,524TaxBasedOnInvestmentIncomeAmt
Total Tax$2,524TotalTaxAmt
Distributable Before Adj$33,026DistributableBeforeAdjAmt
Distributable Before Ded$33,026DistributableBeforeDedAmt
Distributable As Adjusted$33,026DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,469ExpensesAndContributionsAmt
Qualifying Distributions$28,469QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,026DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,499ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,614ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,741ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,552ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,406TotalExcessDistributionCyovAmt
Qualifying Distributions$28,469QualifyingDistributionsAmt
Applied To Current Year$28,469AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$4,557ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,557ExcessDistributionCyovAppCYAmt
Total Corpus$34,849TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$34,849ExcessDistriCyovToNextYrAmt
Excess From Year2$13,297ExcessFromYear2Amt
Excess From Year1$21,552ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD RYANContributingManagerNm
Contributing ManagerCAROL SKLENICKAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALONA SHKURKIN
PO BOX 21JENNERCA95450NONEIWORK WITH UKRANIAN REFUGEES IN CA$200
ANNE BRODY
1973 RAINIER CIRPETALUMACA94954NONEIOUTSTANDING COMMUNITY SERVICE$500
DAVID TALBOT
735 CAPP STSAN FRANCISCOCA94103NONEIAUTHOR SUPPORT$500
TRINA PETERSON
PO BOX 1JENNERCA95450NONEICONTRIBUTING TO COMMUNITY RESILIENCE$200
FOOD & ENVIRONMENT REPORTING NETWOR
580 5TH AVENEW YORKNY10036PCBOOK TRANSLATION AND RECORDING$20,000STE 820
JENNER COMMUNITY CENTER
PO BOX 1JENNERCA95450PCCOMMUNITY SUPPORT$999
WOODLAND PATTERN BOOK CENTER
720 E LOCUST STMIKWAUKEEWI53212PCSUPPORT POETRY, LITERATURE, ART$50
REDWOOD EMPIRE FOOD BANK
3990 BRICKWAY BLVDSANTA ROSACA95403PCFEEDING THOSE IN NEED$100
RUSSIAN RIVER HISTORICAL SOCIETY
21482 MOSCOW RDMONTE RIOCA95462PCPRESERVE LOCAL HISTORY$500
RUSSIAN RIVER WATERSHED PROTECTION
PO BOX 501GUERNEVILLECA95446PCPROTECT WATERSHED$200
RANCHO BODEGA HISTORICAL SOCIETY
PO BOX 1027BODEGA BAYCA94923PCPRESERVE LOCAL HISTORY$100
CAYUCOS VETERANS HALL RESTORATION
10 CAYUCOS DRCAYUCOSCA93430PCHELP RESTORE THE CAYUCOS VETS HALL$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,549TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,414ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,749ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$187,618ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$193,781ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$193,781TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATIONCategoryTxt
Amt$1,083Amt
Net Investment Income$542NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTESLA MOTORS INCStockNm
EOY Book Value$24,685EOYBookValueAmt
EOYFMV$629,990EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FILING FEES
ROUNDING
PENALTIES/INTEREST$17

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CA RRF-1 FILING FEE$50
EXCISE TAX ON INV INC$471$471

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