WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-04
IRS object ID
201721249349101032
Schema version
2016v3.0
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)
Return2017-05-04T13:14:43-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Line15880 COMMERCE BLVD STE 205AddressLine1Txt
CityROHNERT PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP949281655ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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 21AddressLine1Txt
CityDUNCANS MILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95430ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL SKLENICKAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIAN MUNCPreparerPersonNm
PTINP00981465PTIN
Phone7075839129PhoneNum
Preparation2017-05-04PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id77D71ED6ADEA0495973AF0BFF4723F6679972267AtSubmissionCreationDeviceId
At Submission Filing Device Id1132F737BAC3FC8143A511C63C19C0D57F8AF19DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$209,969FMVAssetsEOYAmt
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$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$170DividendsRevAndExpnssAmt
Dividends Net Invst Incm$170DividendsNetInvstIncmAmt
Other Income Rev And Expnss$1,255OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,430TotalRevAndExpnssAmt
Total Net Invst Incm$175TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$563AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$36TaxesRevAndExpnssAmt
Taxes Net Invst Incm$26TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$2,798TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$1,841OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$523OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,319OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,112TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,319TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,600TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,112TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,119TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,170ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$156,221SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$141,051SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$141,051SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$84,562CorporateStockBOYAmt
Corporate Stock EOY$84,562CorporateStockEOYAmt
Corporate Stock EOYFMV$68,918CorporateStockEOYFMVAmt
Total Assets BOY$240,783TotalAssetsBOYAmt
Total Assets EOY$225,613TotalAssetsEOYAmt
Total Assets EOYFMV$209,969TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$240,783UnrestrictedBOYAmt
Unrestricted EOY$225,613UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$240,783TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$225,613TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$240,783TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$225,613TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$240,783TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,170ExcessRevenueOverExpensesAmt
Subtotal$225,613SubtotalAmt
Tot Net Ast Or Fund Balances EOY$225,613TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,381AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$229,486NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049593DistributionYr1Rt
Adjusted Qlfy Distri Yr2$18,745AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$175,656NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.106714DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,000AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$7,000AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$7,500AdjustedQlfyDistriYr5Amt
Total Distribution0.156307TotalDistributionRt
Average Distribution0.078154AverageDistributionRt
Net Vl Noncharitable Assets$211,894NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$16,560AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$16,560AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,119QualifyingDistributionsAmt

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 21AddressLine1Txt
CityDUNCANS MILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95430ZIPCd
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

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 AWARDS TOTALING 10,800 TO A THEATER PROFESSIONAL, 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", AS WELL AS AN ARTS DIRECTOR TO SUPPORT HER WORK "TO BRIDGE THE GAP BETWEEN PEOPLE - CREATE COMMUNITY" THROUGH THE REDWOOD ARTS COUNCIL.Description1Txt
Expenses1$10,800Expenses1Amt

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$66,485AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$148,636AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$215,121TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$215,121AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,227CashDeemedCharitableAmt
Net Vl Noncharitable Assets$211,894NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,595MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,595MinimumInvestmentReturnAmt
Distributable Before Adj$10,595DistributableBeforeAdjAmt
Distributable Before Ded$10,595DistributableBeforeDedAmt
Distributable As Adjusted$10,595DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,119ExpensesAndContributionsAmt
Qualifying Distributions$12,119QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,119AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,595DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,472ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$65,972TotalExcessDistributionCyovAmt
Qualifying Distributions$12,119QualifyingDistributionsAmt
Applied To Current Year$10,595AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,524RemainingDistriFromCorpusAmt
Total Corpus$67,496TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$59,996ExcessDistriCyovToNextYrAmt
Excess From Year4$7,000ExcessFromYear4Amt
Excess From Year3$39,000ExcessFromYear3Amt
Excess From Year2$12,472ExcessFromYear2Amt
Excess From Current Year$1,524ExcessFromCurrentYearAmt

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
FLORA COKER
1303 E MEINECKE AVEMILWAUKEEWI53212NONEPAIDA LIFE DEVOTED TO THEATER IN MIDWEST$400
BRENDA ADELMAN
PO BOX 501GUERNEVILLECA95446NONEPAIDDEDICATION TO PROTECTING RUSSIAN RVR$400
CANDACE MACKEY
PO BOX 449OCCIDENTALCA95465NONEPAIDSUPPORT HER WORK W REDWOOD ARTS COUN$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$170ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescIRS EXCISE TAX REFUNDDesc
Exclusion1ExclusionCd
Exclusion$1,255ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,430ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,430TotalIncomeProducingActyAmt

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$1,125Amt
Net Investment Income$563NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARRICK GOLD CORP$17,978$15,980
GOLDCORP INC$20,256$10,200
TESLA MOTORS INC$46,328$42,738

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
SUBSCRIPTIONS$258$206$52
TELEPHONE AND INTERNET$1,584$317$1,267
ROUNDING-$1

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIRS EXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$1,255RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES CHARGED ON INV INC$26$26
CA FTB FILING FEE$10

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