WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-01
IRS object ID
202113059349100241
Schema version
2020v4.0
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)
Return2021-11-01T13:51:27-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-10-28SignatureDt
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
Preparation2021-10-28PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$811,630FMVAssetsEOYAmt
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$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$310DividendsRevAndExpnssAmt
Dividends Net Invst Incm$310DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,732NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,626GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,732CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$29,054TotalRevAndExpnssAmt
Total Net Invst Incm$29,054TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$450AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$72TaxesRevAndExpnssAmt
Taxes Net Invst Incm$47TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,191OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$741OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,450OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,163TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,238TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,450TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,663TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,238TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$391ExcessRevenueOverExpensesAmt
Net Investment Income$27,816NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$135,349SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$137,789SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$137,789SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$1,845RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$1,845RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$64,306CorporateStockBOYAmt
Corporate Stock EOY$60,412CorporateStockEOYAmt
Corporate Stock EOYFMV$671,996CorporateStockEOYFMVAmt
Total Assets BOY$199,655TotalAssetsBOYAmt
Total Assets EOY$200,046TotalAssetsEOYAmt
Total Assets EOYFMV$811,630TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$199,655NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$200,046NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$199,655TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$200,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$199,655TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$200,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$199,655TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$391ExcessRevenueOverExpensesAmt
Subtotal$200,046SubtotalAmt
Tot Net Ast Or Fund Balances EOY$200,046TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTESLA INCPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-05-13AcquiredDt
Sold2020-11-10SoldDt
Gross Sales Price$32,626GrossSalesPriceAmt
Cost Or Other Basis$3,894CostOrOtherBasisAmt
Gain Or Loss$28,732GainOrLossAmt
Gains Minus Excess Or Losses$28,732GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$28,732CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$387InvestmentIncomeExciseTaxAmt
Subtotal$387SubtotalAmt
Tax Based On Investment Income$387TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$400ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Overpayment$13OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$13RefundAmt

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 PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
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$0$0$0
CAROL SKLENICKA
PO BOX 13JENNERCA954500013TRUSTEE15.00$0$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 THREE AWARDS TOTALING 25,500 TO THE FOUNDER AND EDITOR OF THE SUN MAGAZINE (WHICH PUBLISHES INSIGHTFUL INTERVIEWS, CULTURAL COMMENTARY, MEMOIRS, AND FICTION), A JOINT AWARD TO GEORGIA AND CHARLES CHURCHILL (GEORGIA IS A STORYTELLER AND GEORGE IS A SCULPTOR), AND BRENDA ADELMAN, FOUNDER OF RUSSIAN RIVER WATERSHED PROTECTION COMMITTEE. ALL RECIPIENTS EXEMPLIFY THE FOUNDATION'S MISSION OF "REWARDING PEOPLE WHO MAKE A SUSTAINABLE, JUST, COMPASSIONATE AND CREATIVE FUTURE POSSIBLE."Description1Txt
Expenses1$25,500Expenses1Amt

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$387,126AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$136,570AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$923FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$524,619TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$524,619AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,869CashDeemedCharitableAmt
Net Vl Noncharitable Assets$516,750NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,838MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,838MinimumInvestmentReturnAmt
Tax Based On Investment Income$387TaxBasedOnInvestmentIncomeAmt
Total Tax$387TotalTaxAmt
Distributable Before Adj$25,451DistributableBeforeAdjAmt
Distributable Before Ded$25,451DistributableBeforeDedAmt
Distributable As Adjusted$25,451DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,950ExpensesAndContributionsAmt
Qualifying Distributions$26,950QualifyingDistributionsAmt
Adjusted Qualifying Distri$26,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,451DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,524ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$1,524TotalExcessDistributionCyovAmt
Qualifying Distributions$26,950QualifyingDistributionsAmt
Applied To Current Year$25,451AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,499RemainingDistriFromCorpusAmt
Total Corpus$3,023TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,023ExcessDistriCyovToNextYrAmt
Excess From Year4$1,524ExcessFromYear4Amt
Excess From Current Year$1,499ExcessFromCurrentYearAmt

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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRENDA ADELMAN
PO BOX 501GUERNEVILLECA95446NONEPAIDDEDICATION TO PROTECTING RUSSIAN RVR$500
CHARLES AND GEORGIA CHURCHILL
3440 CROOKS CREEK RDSELMAOR97538NONEPAIDARTIST SUPPORT$5,000
SY SAFRANSKY
130 CIRCADIAN WAYCHAPEL HILLNC27516NONEPAIDIN RECOGNITION OF A LIFE DEVOTED2ART$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$310ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$28,732ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$29,054ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,054TotalIncomeProducingActyAmt

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$900Amt
Net Investment Income$450NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARRICK GOLD CORP$17,978$22,780
TESLA MOTORS INC$42,434$649,216

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
SUBSCRIPTIONS$300$240$60
TELEPHONE AND INTERNET$660$132$528
OFFICE EXPENSES$1,231$369$862

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES CHARGED ON INV INC$47$47
CA FTB$25

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