WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-07
IRS object ID
201903119349100045
Schema version
2018v3.1
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)
Return2019-11-07T13:43:04-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472061927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MUNC CPA INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 PADRE PKWY 103AddressLine1Txt
CityROHNERT PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94928ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIAN MUNCPreparerPersonNm
PTINP00981465PTIN
Phone7075839129PhoneNum
Preparation2019-11-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.38.98.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-07IPDt
IP Tm13:43:04IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id809B74AE8DEA3E834F081DCB3170EB269EBEFB14AtSubmissionCreationDeviceId
At Submission Filing Device IdEFC685AFBA6AB482A2A5F68B7E33B8203931D752AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$220,149FMVAssetsEOYAmt
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$28InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$180DividendsRevAndExpnssAmt
Dividends Net Invst Incm$180DividendsNetInvstIncmAmt
Total Rev And Expnss$208TotalRevAndExpnssAmt
Total Net Invst Incm$208TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$375AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$37TaxesRevAndExpnssAmt
Taxes Net Invst Incm$27TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$846TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$2,277OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$964OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,313OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,366TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,313TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,410TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,366TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,813TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,202ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$136,901SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$132,699SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$132,699SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$84,562CorporateStockBOYAmt
Corporate Stock EOY$84,562CorporateStockEOYAmt
Corporate Stock EOYFMV$87,450CorporateStockEOYFMVAmt
Total Assets BOY$221,463TotalAssetsBOYAmt
Total Assets EOY$217,261TotalAssetsEOYAmt
Total Assets EOYFMV$220,149TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$221,463UnrestrictedBOYAmt
Unrestricted EOY$217,261UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$221,463TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$217,261TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$221,463TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$217,261TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$221,463TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,202ExcessRevenueOverExpensesAmt
Subtotal$217,261SubtotalAmt
Tot Net Ast Or Fund Balances EOY$217,261TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,679AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$213,345NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.007870DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,119AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$211,894NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057194DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,381AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$229,486NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049593DistributionYr3Rt
Adjusted Qlfy Distri Yr4$18,745AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$175,656NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.106714DistributionYr4Rt
Adjusted Qlfy Distri Yr5$39,000AdjustedQlfyDistriYr5Amt
Total Distribution0.221371TotalDistributionRt
Average Distribution0.055343AverageDistributionRt
Net Vl Noncharitable Assets$209,232NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,580AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$11,580AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,813QualifyingDistributionsAmt

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 21DUNCANS MILLSCA95430TRUSTEE4.00$0$0$0
CAROL SKLENICKA
PO BOX 21DUNCANS MILLSCA95430TRUSTEE4.00$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 ONE AWARD TOTALING 500 TO A NON-PROFIT FOUNDER WHOSE DEDICATION AND EXCELLENCE EXEMPLIFY THE FOUNDATION'S MISSION OF "REWARDING PEOPLE WHO MAKE A SUSTAINABLE, JUST, COMPASSIONATE AND CREATIVE FUTURE POSSIBLE."Description1Txt
Expenses1$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$77,618AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$134,800AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$212,418TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$212,418AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,186CashDeemedCharitableAmt
Net Vl Noncharitable Assets$209,232NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,462MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,462MinimumInvestmentReturnAmt
Distributable Before Adj$10,462DistributableBeforeAdjAmt
Distributable Before Ded$10,462DistributableBeforeDedAmt
Distributable As Adjusted$10,462DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,813ExpensesAndContributionsAmt
Qualifying Distributions$1,813QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,813AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,462DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,012ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,472ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,524ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$51,008TotalExcessDistributionCyovAmt
Qualifying Distributions$1,813QualifyingDistributionsAmt
Applied To Current Year$1,813AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,649ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,649ExcessDistributionCyovAppCYAmt
Total Corpus$42,359TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$28,363ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,996ExcessDistriCyovToNextYrAmt
Excess From Year4$12,472ExcessFromYear4Amt
Excess From Year2$1,524ExcessFromYear2Amt

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

FieldValueIRS element (for citing)
Recipient PersonBRENDA ADELMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 501AddressLine1Txt
CityGUERNEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95446ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPAIDRecipientFoundationStatusTxt
Grant Or Contribution PurposeDEDICATION TO PROTECTING RUSSIAN RVRGrantOrContributionPurposeTxt
Amt$500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$208ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$208TotalIncomeProducingActyAmt

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$750Amt
Net Investment Income$375NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARRICK GOLD CORP$17,978$13,540
GOLDCORP INC$20,256$7,350
TESLA MOTORS INC$46,328$66,560

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
SUBSCRIPTIONS$848$678$170
TELEPHONE AND INTERNET$1,429$286$1,143
INVESTMENT EXPENSE

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES CHARGED ON INV INC$27$27
CA FTB$10

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