THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION (EIN 47-1903071)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-15
IRS object ID: 201943199349100829
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
Form 990-PF
Investments Corp Bonds Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-15T09:28:56-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	833562601	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT & CO CPA'S PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	392 EAST 12300 SOUTH SUITE L	AddressLine1Txt
City	DRAPER	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	840201930	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	471903071	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOM & GAIL WILLIAMSEN FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	THOM	BusinessNameControlTxt
Phone	8013642602	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	154 E MYRTLE AVE SUITE 303	AddressLine1Txt
City	MURRAY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84107	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS E WILLIAMSEN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8013642602	PhoneNum
Signature	2019-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SHANE GRANT	PreparerPersonNm
PTIN	P00009307	PTIN
Phone	8019946464	PhoneNum
Preparation	2019-11-15	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	52.37.240.203	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-15	IPDt
IP Tm	09:28:56	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DB77CA92E3DDE5B047C709DBA091C75BB6ACB459	AtSubmissionCreationDeviceId
At Submission Filing Device Id	F1363906C1026C5B378A4A1FDC748F20194C6848	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$207,909	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$2,826	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,826	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$2,826	DividendsAdjNetIncmAmt
Total Rev And Expnss	$2,826	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,826	TotalNetInvstIncmAmt
Total Adj Net Incm	$2,826	TotalAdjNetIncmAmt
Other Expenses Rev And Expnss	$4	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$4	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,822	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,822	NetInvestmentIncomeAmt
Adjusted Net Income	$2,826	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$179,272	CashBOYAmt
Cash EOY	$182,094	CashEOYAmt
Cash EOYFMV	$182,095	CashEOYFMVAmt
Corporate Bonds BOY	$82,195	CorporateBondsBOYAmt
Corporate Bonds EOY	$82,195	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$25,814	CorporateBondsEOYFMVAmt
Total Assets BOY	$261,467	TotalAssetsBOYAmt
Total Assets EOY	$264,289	TotalAssetsEOYAmt
Total Assets EOYFMV	$207,909	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$261,467	UnrestrictedBOYAmt
Unrestricted EOY	$264,289	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$261,467	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$264,289	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$261,467	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$264,289	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$261,467	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,822	ExcessRevenueOverExpensesAmt
Subtotal	$264,289	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$264,289	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$181,375	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$442,321	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.410053	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$360,982	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$442,876	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.815086	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$46,448	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$295,496	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.157187	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$10,654	AdjustedQlfyDistriYr4Amt
Total Distribution	1.382326	TotalDistributionRt
Average Distribution	0.460775	AverageDistributionRt
Net Vl Noncharitable Assets	$223,964	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$103,197	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$28	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$103,225	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$56	InvestmentIncomeExciseTaxAmt
Subtotal	$56	SubtotalAmt
Tax Based On Investment Income	$56	TaxBasedOnInvestmentIncomeAmt
Tax Due	$56	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	VANESSA WILLIAMSEN	IndividualWithBooksNm
Phone	8013642602	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	154 MYTRLE AVE STE 303	AddressLine1Txt
City	MURRAY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84107	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS E WILLIAMSEN
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	PRESIDENT	000.00	$0	$0	$0
GAIL S WILLIAMSEN
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	BOARD MEMBER	000.00	$0	$0	$0
TRAVIS J WILLIAMSEN
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	BOARD MEMBER	000.00	$0	$0	$0
NATALIE WILLIAMSEN
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	BOARD MEMBER	000.00	$0	$0	$0
BRIANNA SONKENS
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	BOARD MEMBER	000.00	$0	$0	$0
VANESSA WILLIAMSEN
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	SECRETAY/TR	000.00	$0	$0	$0
MADELINE R WILLIAMSEN
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	BOARD MEMBER	000.00	$0	$0	$0
EMMA WILLIAMSEN
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	BOARD MEMBER	000.00	$0	$0	$0
BROOKE WILLIAMSEN
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	BOARD MEMBER	000.00	$0	$0	$0
STEPHEN SONKENS
154 E MYRTLE AVE STE 303	MURRAY	UT	84107	BOARD MEMBER	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$47,874	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$179,501	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$227,375	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$227,375	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,411	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$223,964	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$11,198	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$11,198	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$56	TaxBasedOnInvestmentIncomeAmt
Total Tax	$56	TotalTaxAmt
Distributable Before Adj	$11,142	DistributableBeforeAdjAmt
Distributable Before Ded	$11,142	DistributableBeforeDedAmt
Distributable As Adjusted	$11,142	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$11,142	DistributableAsAdjustedAmt
Undistributed Income CY	$11,142	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	VANESSA WILLIAMSEN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	154 S MYRTLE AVE STE 303	AddressLine1Txt
City	MURRAY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84107	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8013642602	RecipientPhoneNum
Form And Info And Materials	VANESSA WILLIAMSEN BY WRITTEN REQUEST	FormAndInfoAndMaterialsTxt
Submission Deadlines	VANESSA WILLIAMSEN	SubmissionDeadlinesTxt
Restrictions On Awards	VANESSA WILLIAMSEN	RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,826	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,826	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,826	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	MERRIMACK PHARMACEUTICAL STOCK	BondNm
EOY Book Value	$82,195	EOYBookValueAmt
EOYFMV	$25,814	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES	$4	$4

THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION: Form 990PF, tax year 2018

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Comments