WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-18
IRS object ID
202001399349100125
Schema version
2019v5.0
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)
Return2020-05-18T13:22:09-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN843704558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MUNC & COOPER CPAS LLPBusinessNameLine1Txt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIAN MUNCPreparerPersonNm
PTINP00981465PTIN
Phone7075839129PhoneNum
Preparation2020-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.38.98.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-18IPDt
IP Tm13:22:09IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC7749AEEAA487682317D68E8489A1406939B3989AtSubmissionCreationDeviceId
At Submission Filing Device Id362D2680EB0135541C774ACDF050D959F7040AECAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$237,605FMVAssetsEOYAmt
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$38InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$318DividendsRevAndExpnssAmt
Dividends Net Invst Incm$318DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$10,378NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,286GrossSalesPriceAmt
Total Rev And Expnss-$10,022TotalRevAndExpnssAmt
Total Net Invst Incm$356TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$350AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$42TaxesRevAndExpnssAmt
Taxes Net Invst Incm$32TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$820TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$1,022OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$379OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$615OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,584TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$761TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$615TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$761TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,615TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,606ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$132,699SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$135,349SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$135,349SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$84,562CorporateStockBOYAmt
Corporate Stock EOY$64,306CorporateStockEOYAmt
Corporate Stock EOYFMV$102,256CorporateStockEOYFMVAmt
Total Assets BOY$217,261TotalAssetsBOYAmt
Total Assets EOY$199,655TotalAssetsEOYAmt
Total Assets EOYFMV$237,605TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$217,261NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$199,655NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$217,261TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$199,655TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$217,261TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$199,655TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$217,261TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,606ExcessRevenueOverExpensesAmt
Subtotal$199,655SubtotalAmt
Tot Net Ast Or Fund Balances EOY$199,655TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,813AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$209,232NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.008665DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,679AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$213,345NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.007870DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,119AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$211,894NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057194DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,381AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$229,486NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049593DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,745AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$175,656NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.106714DistributionYr5Rt
Total Distribution0.230036TotalDistributionRt
Average Distribution0.046007AverageDistributionRt
Net Vl Noncharitable Assets$225,444NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,372AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$10,372AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,615QualifyingDistributionsAmt

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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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 13JENNERCA954500013TRUSTEE4.00$0$0$0
CAROL SKLENICKA
PO BOX 13JENNERCA954500013TRUSTEE4.00$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 5,000 TO TWO NON-PROFIT FOUNDERS AND A FREE BOOKMOBILE PROGRAM WHOSE DEDICATION AND EXCELLENCE EXEMPLIFY THE FOUNDATION'S MISSION OF "REWARDING PEOPLE WHO MAKE A SUSTAINABLE, JUST, COMPASSIONATE AND CREATIVE FUTURE POSSIBLE."Description1Txt
Expenses1$5,000Expenses1Amt

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$94,853AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$134,024AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$228,877TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$228,877AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,433CashDeemedCharitableAmt
Net Vl Noncharitable Assets$225,444NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,272MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,272MinimumInvestmentReturnAmt
Distributable Before Adj$11,272DistributableBeforeAdjAmt
Distributable Before Ded$11,272DistributableBeforeDedAmt
Distributable As Adjusted$11,272DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,615ExpensesAndContributionsAmt
Qualifying Distributions$5,615QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,615AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,272DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$12,472ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,524ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$13,996TotalExcessDistributionCyovAmt
Qualifying Distributions$5,615QualifyingDistributionsAmt
Applied To Current Year$5,615AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$5,657ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,657ExcessDistributionCyovAppCYAmt
Total Corpus$8,339TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,815ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,524ExcessDistriCyovToNextYrAmt
Excess From Year3$1,524ExcessFromYear3Amt

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
FLORA COKER
1303 E MEINECKE AVEMILWAUKEEWI53212NONEPAIDA LIFE DEVOTED TO THEATER IN MIDWEST$500
GLEN WEAVER
12797 DUPONT RDSEBASTOPOLCA95472NONEPAIDSUPPORT A PUBLIC-ACCESS BOOKMOBILE$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$318ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$10,378RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$356ExclusionAmt
Related Or Exempt Function Incm-$10,378RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$10,022TotalIncomeProducingActyAmt

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$700Amt
Net Investment Income$350NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
750 SHS GOLDCORP INC2014-09PURCHASE2019-04$8,423$20,256-$11,833
246 SHS NEWMONT GOLDCORP2019-04PURCHASE2019-12$9,863$8,408$1,455

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARRICK GOLD CORP$17,978$18,590
GOLDCORP INC
TESLA MOTORS INC$46,328$83,666

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
SUBSCRIPTIONS$300$240$60
TELEPHONE AND INTERNET$694$139$555
INVESTMENT EXPENSE
POSTAGE$28

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES CHARGED ON INV INC$32$32
CA FTB$10

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