WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-23
IRS object ID
202201439349100790
Schema version
2021v4.0
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)
Return2022-05-23T18:06:27-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-17SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIAN MUNCPreparerPersonNm
PTINP00981465PTIN
Phone7075839129PhoneNum
Preparation2022-05-18PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,054,138FMVAssetsEOYAmt
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$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$551DividendsRevAndExpnssAmt
Dividends Net Invst Incm$551DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,215NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,255GrossSalesPriceAmt
Total Rev And Expnss$1,770TotalRevAndExpnssAmt
Total Net Invst Incm$555TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$33,914CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$16,957CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,461CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$988AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$453TaxesRevAndExpnssAmt
Taxes Net Invst Incm$41TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$140OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$42OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$98OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,028TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,559TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,482TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,028TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,559TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$75,712ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$137,789SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$81,900SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$81,900SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$1,845RcvblFromOfficersBOYAmt
Corporate Stock BOY$60,412CorporateStockBOYAmt
Corporate Stock EOY$42,434CorporateStockEOYAmt
Corporate Stock EOYFMV$972,238CorporateStockEOYFMVAmt
Total Assets BOY$200,046TotalAssetsBOYAmt
Total Assets EOY$124,334TotalAssetsEOYAmt
Total Assets EOYFMV$1,054,138TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$200,046NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$124,334NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$200,046TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$124,334TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$200,046TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$124,334TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$200,046TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$75,712ExcessRevenueOverExpensesAmt
Subtotal$124,334SubtotalAmt
Tot Net Ast Or Fund Balances EOY$124,334TotNetAstOrFundBalancesEOYAmt

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$16,957$0$0
CAROL SKLENICKA
PO BOX 13JENNERCA954500013TRUSTEE15.00$16,957$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 6 AWARDS IN 2021 TOTALING 41,000. ALL RECIPIENTS EXEMPLIFY THE FOUNDATION'S MISSION OF "REWARDING PEOPLE WHO MAKE A SUSTAINABLE,JUST, COMPASSIONATE AND CREATIVE FUTURE POSSIBLE."Description1Txt
Expenses1$41,000Expenses1Amt

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$822,117AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$109,845AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$923FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$932,885TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$932,885AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,993CashDeemedCharitableAmt
Net Vl Noncharitable Assets$918,892NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,945MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,945MinimumInvestmentReturnAmt
Distributable Before Adj$45,945DistributableBeforeAdjAmt
Distributable Before Ded$45,945DistributableBeforeDedAmt
Distributable As Adjusted$45,945DistributableAsAdjustedAmt

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$45,945DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,524ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$1,499ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,023TotalExcessDistributionCyovAmt
Qualifying Distributions$48,559QualifyingDistributionsAmt
Applied To Current Year$45,945AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,614RemainingDistriFromCorpusAmt
Total Corpus$5,637TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,524ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,113ExcessDistriCyovToNextYrAmt
Excess From Year1$1,499ExcessFromYear1Amt
Excess From Current Year$2,614ExcessFromCurrentYearAmt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRENDA ADELMAN
PO BOX 501GUERNEVILLECA95446NONEPAIDDEDICATION TO PROTECTING RUSSIAN RVR$500
PAUL DRUECKE
2538 B NORTH BREMEN STMILWAUKEEWI53212NONEPAIDSUPPORT HIS ART$10,000
KATHLEEEN A FENTON
PO BOX 86JENNERCA95450NONEPAIDSUPPORTING HER COMM SVC AND ART$5,000
CHARLES MORSE
103 ROBERT ELIFFE RDWILLIAMSBURGVA23185NONEPAIDSUPPORTING HIS COMMUNITY GARDEN PROJ$15,000
BETH PHILLIPS
510 KAPPOCK ST 3FBRONXNY104636470NONEPAIDSUPPORT HER WRITING PROJECT$10,000
CALVIN ARES
PO BOX 46JENNERCA95450NONEPAIDHONORING HIS SERVICE TO JENNER COMM$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$551ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$1,215ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,770ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,770TotalIncomeProducingActyAmt

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$1,975Amt
Net Investment Income$988NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetBARRICK GOLD CORPAssetDesc
Acquired2014-09AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2021-10SoldDt
Gross Sales Price$19,255GrossSalesPriceAmt
Basis$17,978BasisAmt
Sales Expense$62SalesExpenseAmt
Total Net$1,215TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARRICK GOLD CORP
TESLA MOTORS INC$42,434$972,238

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSES$140$42$98

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

FieldValueIRS element (for citing)
Borrower PersonCAROL SKLENICKABorrowerPersonNm
Borrower TitleDIRECTORBorrowerTitleTxt
Loan Original$1,845LoanOriginalAmt
Note2020-08NoteDt
Loan Maturity2021-12LoanMaturityDt
Repayment TermsLUMP SUMRepaymentTermsTxt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposeACCIDENTAL ADVANCELoanPurposeTxt
Lender ConsiderationCASHLenderConsiderationDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES CHARGED ON INV INC$41$41
CA FTB$25
FEDERAL EXCISE TAXES-SECTION 494$387

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