STRATEGY STUDIO / PUBLIC DATA EXPLORER

WILL FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILL FAMILY FOUNDATION INC (EIN 39-1950401)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-05-16
IRS object ID
202221369349104302
Schema version
2020v4.0
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)
Return2022-05-16T11:35:29-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2022-05-16SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARRIEPersonFirstNm
Person LastWILLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$170,735FMVAssetsEOYAmt
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$8,568DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$2,372NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,372GrossSalesPriceAmt
Total Rev And Expnss$10,940TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,064OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,064TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,564TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,376ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$750CashBOYAmt
Cash EOY$750CashEOYAmt
Cash EOYFMV$750CashEOYFMVAmt
Other Investments BOY$132,222OtherInvestmentsBOYAmt
Other Investments EOY$135,598OtherInvestmentsEOYAmt
Other Investments EOYFMV$169,985OtherInvestmentsEOYFMVAmt
Total Assets BOY$132,972TotalAssetsBOYAmt
Total Assets EOY$136,348TotalAssetsEOYAmt
Total Assets EOYFMV$170,735TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$132,972RetainedEarningBOYAmt
Retained Earning EOY$136,348RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$132,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$136,348TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$132,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$136,348TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$132,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,376ExcessRevenueOverExpensesAmt
Subtotal$136,348SubtotalAmt
Tot Net Ast Or Fund Balances EOY$136,348TotNetAstOrFundBalancesEOYAmt

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 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$153,885AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$153,885TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$153,885AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,308CashDeemedCharitableAmt
Net Vl Noncharitable Assets$151,577NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,579MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,579MinimumInvestmentReturnAmt
Distributable Before Adj$7,579DistributableBeforeAdjAmt
Distributable Before Ded$7,579DistributableBeforeDedAmt
Distributable As Adjusted$7,579DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,500ExpensesAndContributionsAmt
Qualifying Distributions$6,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,579DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$261ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$700ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$335ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$353ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$198ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,847TotalExcessDistributionCyovAmt
Qualifying Distributions$6,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,079ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,079ExcessDistributionCyovAppCYAmt
Total Corpus$768TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$768ExcessDistriCyovToNextYrAmt
Excess From Year3$217ExcessFromYear3Amt
Excess From Year2$353ExcessFromYear2Amt
Excess From Year1$198ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST MATHEWS CATHOLIC CHURCH
PO BOX 27HORICONWI53032HELP SUPPORT THEIR CHARITABLE PURPOSE$500
PAVE
PO BOX 561BEAVER DAMWI53916HELP SUPPORT THEIR CHARITABLE PURPOSE$500
SACRED HEART PARISH
PO BOX 27HORICONWI53032HELP SUPPORT THEIR CHARITABLE PURPOSE$500
WATERTOWN FOOD PANTRY
204 N 10TH STREETWATERTOWNWI53094HELP SUPPORT THEIR CHARITABLE PURPOSE$500
SPECIAL OLYMPICS
PO BOX 173BEAVER DAMWI53916HELP SUPPORT THEIR CHARITABLE PURPOSE$500
WILL FAMILY SCHOLARSHIP
PO BOX 326HUSTISFORDWI53034HELP SUPPORT THEIR CHARITABLE PURPOSE$1,000
WUSD-GOSLING NEST
825 ENDEAVOUR DRIVEWATERTOWNWI53094HELP SUPPORT THEIR CHARITABLE PURPOSE$500
SINISSIPPI RECREATION DEPT
PO BOX 345HUSTISFORDWI53034HELP SUPPORT THEIR CHARITABLE PURPOSE$500
HUSTISFORD COMMUNITY HALL
PO BOX 174HUSTISFORDWI53094HELP SUPPORT THEIR CHARITABLE PURPOSE$500
ST MICHAELS LUTHERAN CHURCH
PO BOX 96HUSTISFORDWI53034HELP SUPPORT THEIR CHARITABLE PURPOSE$500
ST BERNARDS CATHOLIC CHURCH
114 S CHURCH STREETWATERTOWNWI53094HELP SUPPORT THEIR CHARITABLE PURPOSE$500
EDUCATIONAL FOUNDATION OF WATERTOWN
PO BOX 243WATERTOWNWI53094HELP SUPPORT THEIR CHARITABLE PURPOSE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,568ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,372ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,940ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,940TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARK AVENUECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$135,598BookValueAmt
EOYFMV$169,985EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPARK AVENUECategoryTxt
Amt$1,064Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt