WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-20
IRS object ID
202611109349100751
Schema version
2025v4.0
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)
Return2026-04-20T18:23:38-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472061927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MUNC CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 PADRE PKWY STE 103AddressLine1Txt
CityROHNERT PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94928ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

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 13AddressLine1Txt
CityJENNERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP954500013ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL SKLENICKAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2026-02-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIAN MUNCPreparerPersonNm
PTINP00981465PTIN
Phone7075839129PhoneNum
Preparation2026-04-20PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$553,766FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,857DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,857DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$369,209NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$619,194GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$369,209CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$388,068TotalRevAndExpnssAmt
Total Net Invst Incm$388,068TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$17,138CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$8,569CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,770CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$638AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,599TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,524TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$26OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$21,038TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,731TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,770TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,125ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,163TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,731TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,895TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$362,905ExcessRevenueOverExpensesAmt
Net Investment Income$376,337NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$764CashEOYAmt
Cash EOYFMV$764CashEOYFMVAmt
Sav And Temp Cash Invst BOY$166,176SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$553,002SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$553,002SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$24,685CorporateStockBOYAmt
Total Assets BOY$190,861TotalAssetsBOYAmt
Total Assets EOY$553,766TotalAssetsEOYAmt
Total Assets EOYFMV$553,766TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$190,861NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$553,766NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$190,861TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$553,766TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$190,861TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$553,766TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$190,861TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$362,905ExcessRevenueOverExpensesAmt
Subtotal$553,766SubtotalAmt
Tot Net Ast Or Fund Balances EOY$553,766TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
400 SHS TESLA INCP2015-02-042025-02-28$115,747$5,864$109,883$109,883
160 SHS TESLA INCP2015-05-132025-02-28$46,299$2,596$43,703$43,703
1000 SHS TESLA INCP2015-05-132025-03-11$228,574$16,225$212,349$212,349
1000 SHS TESLA INCP2025-03-112025-03-11$228,573$225,300$3,273$3,273
FieldValueIRS element (for citing)
Capital Gain Net Income$369,209CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,273NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,231InvestmentIncomeExciseTaxAmt
Subtotal$5,231SubtotalAmt
Tax Based On Investment Income$5,231TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$90EsPenaltyAmt
Tax Due$5,321TaxDueAmt

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 BooksCAROL SKLENICKAIndividualWithBooksNm
Phone7078650554PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 13AddressLine1Txt
CityJENNERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP954500013ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD RYAN
PO BOX 13JENNERCA954500013TRUSTEE15.00$8,569$0$0
CAROL SKLENICKA
PO BOX 13JENNERCA954500013TRUSTEE15.00$8,569$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 11 AWARDS IN 2025 TOTALING 4,125. ALL RECIPIENTS EXEMPLIFY THE FOUNDATION'S MISSION OF "REWARDING PEOPLE WHO MAKE A SUSTAINABLE, JUST, COMPASSIONATE AND CREATIVE FUTURE POSSIBLE." THE RECIPIENTS ARE A MIX OF INDIVIDUALS AND OTHER CHARITABLE ORGANIZATIONS, ALL OF WHICH ARE EXEMPT DIRECT PUBLIC SUPPORT ORGANIZATIONS UNDER 501(C)(3).Description1Txt
Expenses1$4,125Expenses1Amt

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$318,054AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$360,021AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$678,075TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$678,075AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,171CashDeemedCharitableAmt
Net Vl Noncharitable Assets$667,904NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,395MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,395MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,231TaxBasedOnInvestmentIncomeAmt
Total Tax$5,231TotalTaxAmt
Distributable Before Adj$28,164DistributableBeforeAdjAmt
Distributable Before Ded$28,164DistributableBeforeDedAmt
Distributable As Adjusted$28,164DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,895ExpensesAndContributionsAmt
Qualifying Distributions$7,895QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,164DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$13,297ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,552ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$34,849TotalExcessDistributionCyovAmt
Qualifying Distributions$7,895QualifyingDistributionsAmt
Applied To Current Year$7,895AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$20,269ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$20,269ExcessDistributionCyovAppCYAmt
Total Corpus$14,580TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$14,580ExcessDistriCyovToNextYrAmt
Excess From Year2$14,580ExcessFromYear2Amt

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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALONA SHKURKIN
PO BOX 21JENNERCA95450NONEIWORK WITH UKRANIAN REFUGEES IN CA$200
ANNE BRODY
1973 RAINIER CIRPETALUMACA94954NONEIOUTSTANDING COMMUNITY SERVICE$500
TRINA PETERSON
PO BOX 1JENNERCA95450NONEICONTRIBUTING TO COMMUNITY RESILIENCE$400
FLORA COKER
1303 E MEINECKEMILWAUKEEWI53212NONEISUPPORTING HER ACTING AND PERF ART$1,000
KATHLEEN FENTON
PO BOX 86JENNERCA95450NONEISUPPORT COMMUNITY VOLUNTEER EFFORTS$500
BRENDA ADELMAN
PO BOX 501GUERNEVILLECA95446NONEISUPPORT WATER RESEARCH AND PROTECTIO$200C/O RRWPC
JENNER COMMUNITY CENTER
PO BOX 1JENNERCA95450PCCOMMUNITY SUPPORT$500
SONOMA CO HISTORICAL SOCIETY
PO BOX 1373SANTA ROSACA95402NONEPCPRESERVE LOCAL HISTORY$300
STEWARDS OF THE COAST AND REDWOODS
17000 ARMSTRONG WOODS RDGUERNEVILLECA95446NONEPCPRESERVE REDWOODS AND OPEN SPACE$350
BIOGRAPHERS INTERNATIONAL ORGANIZAT
PO BOX 33020SANTA FENM87594NONEPCSUPPORT THE COMMUNITY OF BIOGRAPHERS$100
KQED RADIO
2601 MARIPOSA STSAN FRANCISCOCA94110NONEPCINFORM, INSPIRE, AND INVOLVE THE COM$75
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,125TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,857ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$369,209ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$388,068ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$388,068TotalIncomeProducingActyAmt

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$1,275Amt
Net Investment Income$638NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTESLA MOTORS INCStockNm

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FILING FEES
ROUNDING
PENALTIES/INTEREST$26

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CA RRF-1 FILING FEE$75
EXCISE TAX ON INV INC$2,524$2,524

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