WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2022

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Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-06
IRS object ID
202340659349100219
Schema version
2022v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-06T10:59:48-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-03-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastSKLENICKAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIAN MUNCPreparerPersonNm
PTINP00981465PTIN
Phone7075839129PhoneNum
Preparation2023-03-02PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$359,802FMVAssetsEOYAmt
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$106InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$106InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$106TotalRevAndExpnssAmt
Total Net Invst Incm$106TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$16,176CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$8,088CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,559CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$980AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$490AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$17,181TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,578TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,559TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,181TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,578TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,559TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,075ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$81,900SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,825SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,825SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$42,434CorporateStockBOYAmt
Corporate Stock EOY$42,434CorporateStockEOYAmt
Corporate Stock EOYFMV$339,977CorporateStockEOYFMVAmt
Total Assets BOY$124,334TotalAssetsBOYAmt
Total Assets EOY$62,259TotalAssetsEOYAmt
Total Assets EOYFMV$359,802TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$124,334NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$62,259NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$124,334TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$62,259TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$124,334TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$62,259TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$124,334TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,075ExcessRevenueOverExpensesAmt
Subtotal$62,259SubtotalAmt
Tot Net Ast Or Fund Balances EOY$62,259TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 BooksRICK RYAN AND CAROL 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$8,088$0$0
CAROL SKLENICKA
PO BOX 13JENNERCA954500013TRUSTEE15.00$8,088$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 9 AWARDS IN 2022 TOTALING 45,000. ALL RECIPIENTS EXEMPLIFY THE FOUNDATION'S MISSION OF "REWARDING PEOPLE WHO MAKE A SUSTAINABLE,JUST, COMPASSIONATE AND CREATIVE FUTURE POSSIBLE."Description1Txt
Expenses1$45,000Expenses1Amt

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$656,107AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$706,970TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$706,970AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,605CashDeemedCharitableAmt
Net Vl Noncharitable Assets$696,365NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,818MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,818MinimumInvestmentReturnAmt
Distributable Before Adj$34,818DistributableBeforeAdjAmt
Distributable Before Ded$34,818DistributableBeforeDedAmt
Distributable As Adjusted$34,818DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,559ExpensesAndContributionsAmt
Qualifying Distributions$48,559QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,818DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$1,499ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,614ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,113TotalExcessDistributionCyovAmt
Qualifying Distributions$48,559QualifyingDistributionsAmt
Applied To Current Year$34,818AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,741RemainingDistriFromCorpusAmt
Total Corpus$17,854TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$17,854ExcessDistriCyovToNextYrAmt
Excess From Year2$1,499ExcessFromYear2Amt
Excess From Year1$2,614ExcessFromYear1Amt
Excess From Current Year$13,741ExcessFromCurrentYearAmt

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 (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRENDA ADELMAN
PO BOX 501GUERNEVILLECA95446NONEPAIDDEDICATION TO PROTECTING RUSSIAN RVR$500
KATHLEEEN A FENTON
PO BOX 86JENNERCA95450NONEPAIDSUPPORTING HER COMM SVC AND ART$500
CALVIN ARES
PO BOX 46JENNERCA95450NONEPAIDHONORING HIS SERVICE TO JENNER COMM$500
NORMA JELLISON
PO BOX 1636BODEGA BAYCA94923NONEPAIDHONOR HER SERVICE W SONOMA COAST$18,000
DEWEY GILL
1356 S 95THWEST ALLISWI53214NONEPAIDSUPPORT HIS BIG BAND SHOW$24,000
ALONA SHKURKIN
PO BOX 21JENNERCA95450NONEPAIDWORK WITH UKRANIAN REFUGEES IN CA$500
ELENA IRVING
1580 EASTSHORE RDBODEGA BAYCA94923NONEPAIDSUPPORTING THE YOUTH COMMUNITY$500
V BAUTISTA
PO BOX 817GUERNEVILLECA95446NONEPAIDSERVICE TO THE SONOMA COAST$300
TRINA PETERSON
PO BOX 1JENNERCA95450NONEPAIDCONTRIBUTING TO COMMUNITY RESILIENCE$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$106ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$106ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$106TotalIncomeProducingActyAmt

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$980Amt
Net Investment Income$490NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTESLA MOTORS INCStockNm
EOY Book Value$42,434EOYBookValueAmt
EOYFMV$339,977EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCA RRF-1 FILING FEECategoryTxt
Amt$25Amt

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