WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-12
IRS object ID
201602259349100030
Schema version
2015v2.1
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)
Return2016-08-12T12:08:09-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Line11300 VALLEY HOUSE DR STE 100AddressLine1Txt
CityROHNERT PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94928ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-08-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIAN MUNCPreparerPersonNm
PTINP00981465PTIN
Phone7075839129PhoneNum
Preparation2016-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$220,273FMVAssetsEOYAmt
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$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$478DividendsRevAndExpnssAmt
Dividends Net Invst Incm$478DividendsNetInvstIncmAmt
Total Rev And Expnss$487TotalRevAndExpnssAmt
Total Net Invst Incm$487TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$2,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,500OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,664TaxesRevAndExpnssAmt
Taxes Net Invst Incm$72TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,234OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$440OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$794OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,398TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,012TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$794TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,587ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,587ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,985TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,012TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,381TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,498ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$171,047SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$156,221SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$156,221SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$50,000RcvblFromOfficersBOYAmt
Corporate Stock BOY$38,234CorporateStockBOYAmt
Corporate Stock EOY$84,562CorporateStockEOYAmt
Corporate Stock EOYFMV$64,052CorporateStockEOYFMVAmt
Total Assets BOY$259,281TotalAssetsBOYAmt
Total Assets EOY$240,783TotalAssetsEOYAmt
Total Assets EOYFMV$220,273TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$259,281UnrestrictedBOYAmt
Unrestricted EOY$240,783UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$259,281TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$240,783TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$259,281TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$240,783TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$259,281TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,498ExcessRevenueOverExpensesAmt
Subtotal$240,783SubtotalAmt
Tot Net Ast Or Fund Balances EOY$240,783TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,745AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$175,656NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.106714DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,000AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$7,000AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$7,500AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$6,000AdjustedQlfyDistriYr5Amt
Total Distribution0.106714TotalDistributionRt
Average Distribution0.106714AverageDistributionRt
Net Vl Noncharitable Assets$229,486NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,489AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$24,489AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,381QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$1,255EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,255TotalPaymentsAndCreditsAmt
Overpayment$1,255OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$1,255RefundAmt

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 10,587 TO A THEATER PROFESSIONAL AND 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$10,587Expenses1Amt

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$44,346AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$163,635AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$232,981TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$232,981AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,495CashDeemedCharitableAmt
Net Vl Noncharitable Assets$229,486NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,474MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,474MinimumInvestmentReturnAmt
Distributable Before Adj$11,474DistributableBeforeAdjAmt
Distributable Before Ded$11,474DistributableBeforeDedAmt
Distributable As Adjusted$11,474DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,381ExpensesAndContributionsAmt
Qualifying Distributions$11,381QualifyingDistributionsAmt
Adjusted Qualifying Distri$11,381AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,474DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,500ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,472ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,972TotalExcessDistributionCyovAmt
Qualifying Distributions$11,381QualifyingDistributionsAmt
Applied To Current Year$11,381AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$93ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$93ExcessDistributionCyovAppCYAmt
Total Corpus$71,879TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,907ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$65,972ExcessDistriCyovToNextYrAmt
Excess From Year4$7,500ExcessFromYear4Amt
Excess From Year3$7,000ExcessFromYear3Amt
Excess From Year2$39,000ExcessFromYear2Amt
Excess From Year1$12,472ExcessFromYear1Amt

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 (2 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$10,000
BRENDA ADELMAN
PO BOX 501GUERNEVILLECA95446NONEPAIDDEDICATION TO PROTECTING RUSSIAN RVR$587
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,587TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$478ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$487ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$487TotalIncomeProducingActyAmt

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$2,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARRICK GOLD CORP$17,978$7,380
GOLDCORP INC$20,256$8,670
TESLA MOTORS INC$46,328$48,002

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
SUBSCRIPTIONS$322$258$64
TELEPHONE AND INTERNET$912$182$730

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT CONSULTINGCategoryTxt
Amt$2,500Amt
Net Investment Income$2,500NetInvestmentIncomeAmt

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp (2 entries)

Borrower TitleBorrowerTitleTxtLoan OriginalLoanOriginalAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxt
RICK RYAN
TRUSTEE$30,0002014-082015-06DUE ON DEMAND0.0300NONESHORT-TERM CASH FLOW NEEDS
CAROL SKLENICKA
TRUSTEE$20,0002014-082015-06DUE ON DEMAND0.0300NONESHORT-TERM CASH FLOW NEEDS

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES CHARGED ON INV INC$72$72
FEDERAL EXCISE TAXES-SECTION 494$2,532
CA RRF-1 FILING FEE$50
CA FTB FILING FEE$10

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