STRATEGY STUDIO / PUBLIC DATA EXPLORER

WILL FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WILL FAMILY FOUNDATION INC (EIN 39-1950401)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202343199349102494
Schema version
2022v5.0
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)
Return2023-11-15T11:30:19-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391950401EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILL FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone9209880833PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1W6363 WALNUT ROADAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARRIE WILLPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARRIEPersonFirstNm
Person LastWILLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$124,799FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,517DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss-$24,750NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$217,848GrossSalesPriceAmt
Total Rev And Expnss-$19,233TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,081AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,081TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,581TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,814ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$389CashBOYAmt
Cash EOY$350CashEOYAmt
Cash EOYFMV$350CashEOYFMVAmt
Other Investments BOY$166,493OtherInvestmentsBOYAmt
Other Investments EOY$137,718OtherInvestmentsEOYAmt
Other Investments EOYFMV$124,449OtherInvestmentsEOYFMVAmt
Total Assets BOY$166,882TotalAssetsBOYAmt
Total Assets EOY$138,068TotalAssetsEOYAmt
Total Assets EOYFMV$124,799TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$166,882RetainedEarningBOYAmt
Retained Earning EOY$138,068RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$166,882TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$138,068TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$166,882TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$138,068TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$166,882TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,814ExcessRevenueOverExpensesAmt
Subtotal$138,068SubtotalAmt
Tot Net Ast Or Fund Balances EOY$138,068TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
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 Line1DOUGLAS WILLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9209880833PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1W6363 WALNUT ROADAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53098ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DIANE FALKENTHAL
PO BOX 472HUSTISFORDWI53034President0.00$0
LISA FITZGERALD
N4692 MAPLE ROADJUNEAUWI53039Vice President0.00$0
CARRIE WILL
W6363 WALNUT ROADWATERTOWNWI53098Treasurer0.00$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$146,295AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$146,295TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$146,295AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,194CashDeemedCharitableAmt
Net Vl Noncharitable Assets$144,101NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,205MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,205MinimumInvestmentReturnAmt
Distributable Before Adj$7,205DistributableBeforeAdjAmt
Distributable Before Ded$7,205DistributableBeforeDedAmt
Distributable As Adjusted$7,205DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,500ExpensesAndContributionsAmt
Qualifying Distributions$7,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,205DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$335ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$353ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$198ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$695ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,581TotalExcessDistributionCyovAmt
Qualifying Distributions$7,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,205AppliedToCurrentYearAmt
Remaining Distri From Corpus$295RemainingDistriFromCorpusAmt
Total Corpus$1,876TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$335ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,541ExcessDistriCyovToNextYrAmt
Excess From Year4$353ExcessFromYear4Amt
Excess From Year3$198ExcessFromYear3Amt
Excess From Year1$695ExcessFromYear1Amt
Excess From Current Year$295ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST MATHEWS CATHOLIC CHURCH
PO BOX 27HORICONWI53032HELP SUPPORT THEIR CHARITABLE PURPOSE$500
WATERTOWN FOOD PANTRY
204 N 10TH STREETWATERTOWNWI53094HELP SUPPORT THEIR CHARITABLE PURPOSE$500
WILL FAMILY SCHOLARSHIP
PO BOX 326HUSTISFORDWI53034HELP SUPPORT THEIR CHARITABLE PURPOSE$2,000
HUSTISFORD COMMUNITY HALL
PO BOX 174HUSTISFORDWI53094HELP SUPPORT THEIR CHARITABLE PURPOSE$500
ST MICHAELS LUTHERAN CHURCH
PO BOX 96HUSTISFORDWI53034HELP SUPPORT THEIR CHARITABLE PURPOSE$500
EDUCATIONAL FOUNDATION OF WATERTOWN
PO BOX 243WATERTOWNWI53094HELP SUPPORT THEIR CHARITABLE PURPOSE$500
PARK COUNTY SCHOOL DISTRICT 1
444 S GILBERT STPOWELLWY82435HELP SUPPORT THEIR CHARITABLE PURPOSE$1,500
ADAPTIVE SPORTS LEAGUE
1280 GRANDVIEW CTSUN PRAIRIEWI53590HELP SUPPORT THEIR CHARITABLE PURPOSE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,517ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$24,750RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,517ExclusionAmt
Related Or Exempt Function Incm-$24,750RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$19,233TotalIncomeProducingActyAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IXONIA BANK FEES$39$0$0$0
SCHWAB INV. CONSULTING$2,042$0$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$137,718BookValueAmt
EOYFMV$124,449EOYFMVAmt