EDDIE WILLIAMSON FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EDDIE WILLIAMSON FAMILY FOUNDATION (EIN 81-0842959)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-08-31
IRS object ID
201902439349100300
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)
Return2019-08-31T09:01:27-07:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680437643PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TED W NEWTON CPA INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1901 BRUCE RD STE 190AddressLine1Txt
CityCHICOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP959288422ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810842959EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Eddie Williamson Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDDIBusinessNameControlTxt
Phone5309343689PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16330 County Road 68AddressLine1Txt
CityWillowsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95988ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMargaret Ann ColePersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-08-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTed W Newton CPAPreparerPersonNm
PTINP00089810PTIN
Phone5308951400PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Gross Rents Rev And Expnss$112,081GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$112,081GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$112,081GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$60,282NetRentalIncomeOrLossAmt
Total Rev And Expnss$112,081TotalRevAndExpnssAmt
Total Net Invst Incm$112,081TotalNetInvstIncmAmt
Total Adj Net Incm$112,081TotalAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$51,799DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$51,799DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$893OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$893OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$52,692TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,692TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$130,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$130,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,692TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,692TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$130,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$70,611ExcessRevenueOverExpensesAmt
Net Investment Income$59,389NetInvestmentIncomeAmt
Adjusted Net Income$112,081AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$132,204CashBOYAmt
Cash EOY$113,392CashEOYAmt
Land Bldg Equip Cost Or Other Bss$776,592LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$751,432LandBldgEquipAccumDeprecAmt
Land BOY$76,959LandBOYAmt
Land EOY$25,160LandEOYAmt
Total Assets BOY$209,163TotalAssetsBOYAmt
Total Assets EOY$138,552TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$209,163RetainedEarningBOYAmt
Retained Earning EOY$138,552RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$209,163TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$138,552TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$209,163TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$138,552TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$209,163TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$70,611ExcessRevenueOverExpensesAmt
Subtotal$138,552SubtotalAmt
Tot Net Ast Or Fund Balances EOY$138,552TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$114,199AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,260,273NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05052DistributionYr1Rt
Adjusted Qlfy Distri Yr2$49,231AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,099,122NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04479DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,000AdjustedQlfyDistriYr3Amt
Total Distribution0.095315TotalDistributionRt
Average Distribution0.031772AverageDistributionRt
Net Vl Noncharitable Assets$2,258,696NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$71,763AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$594NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$72,357AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$594InvestmentIncomeExciseTaxAmt
Subtotal$594SubtotalAmt
Tax Based On Investment Income$594TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$804EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$804TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$209OverpaymentAmt
Applied To ES Tax$209AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Margaret Ann ColeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5309343689PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16330 County Road 68AddressLine1Txt
CityWillowsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95988ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Margaret Ann Cole
6330 County Road 68WillowsCA95988President1.00$0
Lee Edwin Cole
6330 County Road 68WillowsCA95988Secretary0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,201,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$92,092AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,293,092TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,293,092AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,396CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,258,696NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,935MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,935MinimumInvestmentReturnAmt
Tax Based On Investment Income$594TaxBasedOnInvestmentIncomeAmt
Total Tax$594TotalTaxAmt
Distributable Before Adj$112,341DistributableBeforeAdjAmt
Distributable Before Ded$112,341DistributableBeforeDedAmt
Distributable As Adjusted$112,341DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$130,000ExpensesAndContributionsAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$594PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$129,406AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,341DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$10,813ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,787ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,600TotalExcessDistributionCyovAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$112,341AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,659RemainingDistriFromCorpusAmt
Total Corpus$31,259TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$31,259ExcessDistriCyovToNextYrAmt
Excess From Year3$10,813ExcessFromYear3Amt
Excess From Year1$2,787ExcessFromYear1Amt
Excess From Current Year$17,659ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMargaret Ann ColeContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Rice Research Trust
PO Box 306BiggsCA95917N/APCScientific research diseases in Rice Industry$10,000
Oregon State University Foundation
850 SW 35th StreetCorvallisOR97333N/APCEducation$80,000
Museum Society of Willows
336 W Walnut StreetWillowsCA95988N/APCCharitable$5,000
Heart of Oregon Corps
1291 NE 5th StreetBendOR97701N/APCEducation$10,000
CA Ricelands Waterbird Foundation
1231 I Street Suite 205SacramentoCA95814N/APCConservation$5,000
St Charles Foundation
2500 NE Neff RoadBendOR97701NonePCCancer Research & Treatment$10,000
Deschutes County Historical Society
129 NW Idaho AvenueBendOR97703NonePCPreserve and Promote local history$5,000
SMART Reader
354 NE Greenwood Suite 214BendOR97701NonePCEducate reading$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$130,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$60,282ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$60,282ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,282TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyPurcell ImprovementsPropertyDesc
Acquired2015-12-29AcquiredDt
Cost Or Other Basis$776,592CostOrOtherBasisAmt
Prior Year Depreciation$699,633PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Rt0.0667Rt
Current Year Expense$51,799CurrentYearExpenseAmt
Net Investment Income$51,799NetInvestmentIncomeAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemImprovementsCategoryOrItemTxt
Cost Or Other Basis$776,592CostOrOtherBasisAmt
Accumulated Depreciation$751,432AccumulatedDepreciationAmt
Book Value$25,160BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Excise Taxes$833$833
Filing Fees$10$10
State Filing Fees$50$50

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