WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-10
IRS object ID
201531919349100513
Schema version
2014v5.0
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)
Return2015-07-10T17:04:09-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Phone7078650554PhoneNum
Signature2015-07-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIAN MUNCPreparerPersonNm
PTINP00981465PTIN
Phone7075839129PhoneNum
Preparation2015-07-10PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$246,366FMVAssetsEOYAmt
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$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$200DividendsRevAndExpnssAmt
Dividends Net Invst Incm$200DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$126,424NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$493,373GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$126,424CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$126,636TotalRevAndExpnssAmt
Total Net Invst Incm$126,636TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,076TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$300TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$300TravConfMeetingNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,126TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,126TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$104,510ExcessRevenueOverExpensesAmt
Net Investment Income$125,486NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,554SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$171,047SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$171,047SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$50,000RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$50,679RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$141,217CorporateStockBOYAmt
Corporate Stock EOY$38,234CorporateStockEOYAmt
Corporate Stock EOYFMV$24,640CorporateStockEOYFMVAmt
Total Assets BOY$154,771TotalAssetsBOYAmt
Total Assets EOY$259,281TotalAssetsEOYAmt
Total Assets EOYFMV$246,366TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$154,771UnrestrictedBOYAmt
Unrestricted EOY$259,281UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$154,771TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$259,281TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$154,771TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$259,281TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$154,771TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$104,510ExcessRevenueOverExpensesAmt
Subtotal$259,281SubtotalAmt
Tot Net Ast Or Fund Balances EOY$259,281TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
980 SHS TESLAP2013-11-072014-03-06$246,874$141,217$105,657$105,657
1000 SHS TESLAP2014-05-122014-07-21$221,800$200,576$21,224$21,224
500 SHS 3D SYSTEMS CORPP2014-06-162014-09-24$24,699$25,156-$457-$457
FieldValueIRS element (for citing)
Capital Gain Net Income$126,424CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$126,424NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,000AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$7,000AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$7,500AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$6,000AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$10,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$175,656NetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,255NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,255AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,255InvestmentIncomeExciseTaxAmt
Subtotal$1,255SubtotalAmt
Tax Based On Investment Income$1,255TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1,245AppliedToEsTaxAmt
Total Payments And Credits$1,245TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$22EsPenaltyAmt
Tax Due$32TaxDueAmt

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 PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsYes (true)ActsFailToQlfyAsExceptionsInd
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 20,000 TO A PLAYWRIGHT AND AN AUTHOR/EDUCATOR WHOSE DEDICATION AND EXCELLENCE EXEMPLIFY THE FOUNDATION'S MISSION OF "REWARDING PEOPLE WHO MAKE A SUSTAINABLE, JUST, COMPASSIONATE AND CREATIVE FUTURE POSSIBLE."Description1Txt
Expenses1$20,000Expenses1Amt

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$86,030AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$92,301AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$178,331TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$178,331AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$175,656NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,255TaxBasedOnInvestmentIncomeAmt
Total Tax$1,255TotalTaxAmt
Distributable Before Adj$7,528DistributableBeforeAdjAmt
Distributable Before Ded$7,528DistributableBeforeDedAmt
Distributable As Adjusted$7,528DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,000ExpensesAndContributionsAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,255PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,745AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,528DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$69,500TotalExcessDistributionCyovAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt
Applied To Current Year$7,528AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,472RemainingDistriFromCorpusAmt
Total Corpus$81,972TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$71,972ExcessDistriCyovToNextYrAmt
Excess From Year4$6,000ExcessFromYear4Amt
Excess From Year3$7,500ExcessFromYear3Amt
Excess From Year2$7,000ExcessFromYear2Amt
Excess From Year1$39,000ExcessFromYear1Amt
Excess From Current Year$12,472ExcessFromCurrentYearAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TOBIAS WOLFF
816 LATHROPSTANFORDCA94305NONEPAIDBOTH HIS LITERARY AND MENTORING WORK$10,000
NAOMI WALLACE
480 W 42ND STNEW YORKNY10036NONEPAIDFOR HER COURAGE AND LYRICAL POWER$10,000PERSHING SQ SIGNATURE CTR
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$200ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$126,424ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$126,636ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$126,636TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$750Amt
Net Investment Income$750NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXXON MOBIL CORPORATION STOCK
BARRICK GOLD CORP$17,978$11,586
GOLDCORP INC$20,256$13,054

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp (2 entries)

Borrower TitleBorrowerTitleTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtConsideration FMVConsiderationFMVAmt
RICK RYAN
TRUSTEE$30,000$30,0002014-082015-06DUE ON DEMAND0.0300NONESHORT-TERM CASH FLOW NEEDS$30,377
CAROL SKLENICKA
TRUSTEE$20,000$20,0002014-082015-06DUE ON DEMAND0.0300NONESHORT-TERM CASH FLOW NEEDS$20,302

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$1,076Amt
Net Investment Income$100NetInvestmentIncomeAmt

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