WILLIAMSON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMSON FAMILY FOUNDATION (EIN 34-6568495)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-26
- IRS object ID
- 202112999349100331
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-26T11:28:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE SUITE 101 | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346568495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3305335786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE NO 101 | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN P WILLIAMSON III | PersonNm |
| Person Title | CHAIRPERSON | PersonTitleTxt |
| Phone | 3305335786 | PhoneNum |
| Signature | 2021-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARREN | PersonFirstNm |
| Person Last | WILLIAMSON III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM VENNETTI | PreparerPersonNm |
| PTIN | P00764861 | PTIN |
| Phone | 3305339777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,494,213 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $318 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $318 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $526,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,465 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,603 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,234 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,234 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,279 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,384 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,384 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,565 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $232,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,108 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,108 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $660 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,454 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,454 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $2,289,344 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,405,651 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,405,651 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,522,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,494,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,494,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,522,391 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,494,213 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,522,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,494,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,522,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,494,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,522,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $132,641 | OtherIncreasesAmt |
| Subtotal | $2,494,213 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,494,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 270 SHS ISHARES MSCI | P | 2019-07-12 | 2020-03-06 | $16,645 | $17,769 | -$1,124 | -$1,124 |
| 213 SHS ISHARES MSCI | P | 2020-01-01 | 2020-03-06 | $13,147 | $13,709 | -$562 | -$562 |
| 49 SHS ISHARES MSCI | P | 2019-05-13 | 2020-03-17 | $2,438 | $3,136 | -$698 | -$698 |
| 651 SHS SIX CIRCLES ULTR | P | 2019-12-24 | 2020-11-02 | $6,537 | $6,517 | $20 | $20 |
| 51 SHS SPDR S&P 500 | P | 2020-03-06 | 2020-03-17 | $12,892 | $15,171 | -$2,279 | -$2,279 |
| 44 SHS SPDR S&P 500 | P | 2020-03-06 | 2020-04-27 | $12,629 | $13,088 | -$459 | -$459 |
| 52 SHS SPDR S&P 500 | P | 2020-09-22 | 2020-10-20 | $17,866 | $17,176 | $690 | $690 |
| 3902 SHS VANGUARD TOT | P | 2020-02-11 | 2020-08-11 | $45,774 | $45,125 | $649 | $649 |
| 998 SHS VANGUARD TOT | P | 2019-12-24 | 2020-09-22 | $11,629 | $11,030 | $599 | $599 |
| 1067 SHS VANGUARD TTL | P | 2020-02-11 | 2020-03-27 | $24,211 | $25,000 | -$789 | -$789 |
| 489 SHS DOUBLELINE | P | 2013-01-31 | 2020-09-22 | $5,269 | $5,550 | -$281 | -$281 |
| 621 SHS DOUBLELINE | P | 2013-01-31 | 2020-11-02 | $6,640 | $7,045 | -$405 | -$405 |
| 1614 SHS DOUBLELINE | P | 2018-11-16 | 2020-11-16 | $17,276 | $17,795 | -$519 | -$519 |
| 334 SHS ISHARES MSCI | P | 2014-11-13 | 2020-03-17 | $16,615 | $21,130 | -$4,515 | -$4,515 |
| 141 SHS ISHARES MSCI | P | 2014-11-13 | 2020-04-27 | $7,886 | $8,920 | -$1,034 | -$1,034 |
| 195 SHS ISHARES MSCI | P | 2014-11-13 | 2020-10-20 | $12,682 | $12,336 | $346 | $346 |
| 392 SHS JPMORGAN BETABUILDERS | P | 2018-07-26 | 2020-02-12 | $9,623 | $9,630 | -$7 | -$7 |
| 228 SHS JPMORGAN BETABUILDERS | P | 2018-07-26 | 2020-02-12 | $5,601 | $5,601 | $0 | $0 |
| 399 SHS JPMORGAN BETABUILDERS | P | 2018-11-19 | 2020-04-27 | $7,932 | $8,992 | -$1,060 | -$1,060 |
| 637 SHS JPMORGAN BETABUILDERS | P | 2018-11-19 | 2020-12-15 | $16,625 | $14,356 | $2,269 | $2,269 |
| 3771 SHS JPM GL RES | P | 2013-04-16 | 2020-06-11 | $73,619 | $58,118 | $15,501 | $15,501 |
| 2847 SHS SIX CIRCLES | P | 2018-11-02 | 2020-11-02 | $28,585 | $28,500 | $85 | $85 |
| 57 SHS VANGUARD TOT | P | 2016-10-20 | 2020-09-22 | $666 | $630 | $36 | $36 |
| 3030 SHS VANGUARD TOT | P | 2016-10-20 | 2020-11-02 | $35,000 | $33,364 | $1,636 | $1,636 |
| 1469 SHS VANGUARD TOT | P | 2018-11-16 | 2020-11-16 | $17,000 | $15,840 | $1,160 | $1,160 |
| 565 SHS VANGUARD TTL | P | 2019-02-26 | 2020-03-27 | $12,817 | $12,438 | $379 | $379 |
| 492 SHS VANGUARD TTL | P | 2018-11-02 | 2020-11-02 | $11,500 | $10,819 | $681 | $681 |
| DOUBLELINE TTL | P | 2016-04-22 | 2020-11-16 | $2,001 | $2,032 | -$31 | -$31 |
| DOUBLELINE TTL | P | 2016-04-22 | 2020-11-02 | $2,000 | $2,032 | -$32 | -$32 |
| ISHARES MSCI | P | 2014-11-13 | 2020-04-27 | $2,349 | $2,657 | -$308 | -$308 |
| ISHARES MSCI | P | 2014-11-13 | 2020-03-06 | $1,849 | $1,898 | -$49 | -$49 |
| ISHARES MSCI | P | 2014-11-13 | 2020-03-06 | $1,481 | $1,518 | -$37 | -$37 |
| JPM GL RES ENH | P | 2016-01-21 | 2020-06-11 | $12,579 | $10,375 | $2,204 | $2,204 |
| JPMORGAN BETABUILDERS | P | 2018-11-19 | 2020-04-27 | $1,590 | $1,803 | -$213 | -$213 |
| JPMORGAN BETABUILDERS | P | 2018-07-26 | 2020-02-12 | $1,694 | $1,695 | -$1 | -$1 |
| JPMORGAN BETABUILDERS | P | 2018-07-26 | 2020-02-12 | $983 | $983 | $0 | $0 |
| PGIM HIGH YIELD -Q | P | 2020-05-11 | 2020-11-16 | $2,100 | $1,906 | $194 | $194 |
| SIX CIRCLES | P | 2018-10-17 | 2020-11-02 | $2,006 | $2,000 | $6 | $6 |
| SIX CIRCLES | P | 2019-04-12 | 2020-11-02 | $2,307 | $2,300 | $7 | $7 |
| SPDR S&P 500 | P | 2020-09-22 | 2020-10-20 | $5,497 | $5,285 | $212 | $212 |
| SPDR S&P 500 | P | 2019-08-26 | 2020-04-27 | $2,009 | $2,016 | -$7 | -$7 |
| SPDR S&P 500 | P | 2020-03-06 | 2020-04-27 | $1,148 | $1,190 | -$42 | -$42 |
| SPDR S&P 500 | P | 2020-03-06 | 2020-03-17 | $1,769 | $2,082 | -$313 | -$313 |
| VANGUARD TOT BD MKT | P | 2018-01-11 | 2020-09-22 | $1,756 | $1,612 | $144 | $144 |
| VANGUARD TOT BD MKT | P | 2016-10-20 | 2020-08-11 | $564 | $530 | $34 | $34 |
| VANGUARD TOT BD MKT | P | 2018-01-11 | 2020-08-11 | $2,994 | $2,729 | $265 | $265 |
| VANGUARD TOT BD MKT | P | 2020-06-11 | 2020-08-11 | $3,483 | $3,442 | $41 | $41 |
| VANGUARD TOT BD MKT | P | 2016-10-20 | 2020-06-08 | $6,837 | $6,540 | $297 | $297 |
| VANGUARD TTL INTL | P | 2017-04-19 | 2020-09-22 | $3,513 | $3,286 | $227 | $227 |
| VANGUARD TTL INTL | P | 2017-04-19 | 2020-03-27 | $139 | $134 | $5 | $5 |
| VANGUARD TTL INTL | P | 2019-02-26 | 2020-03-27 | $3,401 | $3,300 | $101 | $101 |
| VANGUARD TTL INTL | P | 2019-09-23 | 2020-03-27 | $2,893 | $3,000 | -$107 | -$107 |
| VANGUARD TTL INTL | P | 2019-11-26 | 2020-03-27 | $973 | $1,000 | -$27 | -$27 |
| LTCG FROM PASSTHROUGHS | P | 2017-06-30 | 2020-12-31 | -$9,684 | -$9,684 | ||
| CAPITAL GAINS DIVIDENDS | P | $7,260 | $7,260 | $7,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,465 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $425 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WARREN P WILLIAMSON III TRUSTEE | IndividualWithBooksNm |
| Phone | 3305335786 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8399 TIPPECANOE ROAD | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARREN P WILLIAMSON III | ||||||||
| 1568 HEIGHTS COURT | MARCO ISLAND | FL | 34145 | CHAIRPERSON | 0.00 | $0 | $0 | $0 |
| JD WILLIAMSON II | ||||||||
| 74-360 DESERT BAJADA TRAIL | INDIAN WELLS | CA | 92210 | VICE-CHAIR | 0.00 | $0 | $0 | $0 |
| MARTHA STEWART | ||||||||
| PO BOX 10905 | JACKSON | WY | 83002 | SECY./TREAS. | 0.00 | $0 | $0 | $0 |
| LYNN WILLIAMSON | ||||||||
| 5779 MAJESTIC OAK LANE | PARKER | CO | 80134 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN BROWNLEE | ||||||||
| 11969 PASEO FUERTE | EL CAJON | CA | 92020 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WARREN P WILLIAMSON IV | ||||||||
| 121 CONVERSE ROAD | MARION | MA | 02738 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOSEPH BRADLEY WILLIAMSON | ||||||||
| 7233 WEST MERCER WAY | MERCER ISLAND | WA | 98040 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HEATHER ALEY | ||||||||
| 20736 PARKER VISTA COURT | PARKER | CO | 80138 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,401,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,401,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,401,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,365,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $425 | TotalTaxAmt |
| Distributable Before Adj | $117,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,584 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $191,584 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $191,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,414 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,414 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,328 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,328 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,328 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,328 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTHA STEWART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS HOPE GIRLS HOPE | |||||||
| 17701 COWAN AVE SUITE 150 | IRVINE | CA | 92614 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CAMP DEL CORAZON | |||||||
| 11615 HESBY STREET | N HOLLYWOOD | CA | 91601 | NONE | PC | GENERAL SUPPORT | $250 |
| CULVER EDUCATION FOUNDATION | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | NONE | PC | GENERAL SUPPORT | $7,000 |
| EISENHOWER HEALTH FOUNDATION | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PC | GENERAL SUPPORT | $2,500 |
| THE MAHONING VALLEY HISTORICAL SOCIETY | |||||||
| 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | PC | GENERAL SUPPORT | $173,634 |
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | |||||||
| UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,384 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $318 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,465 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,603 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,603 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,525 | Amt |
| Net Investment Income | $6,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE B | FormAndLineReferenceDesc |
| Medium Explanation | THIS STATEMENT IS PROVIDED TO FULFILL THE SUBSTANTIATION REQUIREMENTS FOR CHARITABLE CONTRIBUTIONS SET FORTH IN IRC SECTION 170(F)(8). THE AMOUNTS AND DESCRIPTIONS OF THE CONTRIBUTIONS REPORTED IN SCHEDULE B OF THIS RETURN ARE HEREBY INCORPORATED BY REFERENCE IN THIS STATEMENT. NO GOODS OR SERVICES WERE PROVIDED IN EXCHANGE FOR ANY OF THESE CONTRIBUTIONS. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN - GENERAL (INVESTMENTS IN PARTNERSHIPS) | FMV | $113,088 | $113,088 |
| JP MORGAN INVESTMENTS (MVHS) | FMV | $2,292,563 | $2,292,563 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,234 | LegalFeesAmt |
| Net Investment Income | $1,234 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $132,641 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $4,901 | $4,901 | $0 |
| OTHER FEES FROM PASSTHROUGH ENTITIES | $4,710 | $4,710 | $0 |
| JPM FEES | $668 | $668 | $0 |
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