BOB AND MARY ANGELA WILLIAMS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BOB AND MARY ANGELA WILLIAMS FOUNDATION (EIN 45-2767514)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202113169349104556
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T17:07:13-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452767514EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOB AND MARY ANGELA WILLIAMS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOBABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 SULLIVAN CHASE DRIVEAddressLine1Txt
CityAVONDALECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19311ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E WILLIAMSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4846800745PhoneNum
Signature2021-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastWILLIAMSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$37,874FMVAssetsEOYAmt
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$828DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$2,248NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$43,901GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,248CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,248NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$3,076TotalRevAndExpnssAmt
Total Net Invst Incm$2,248TotalNetInvstIncmAmt
Total Adj Net Incm$2,248TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$482OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,355ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,837TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,761ExcessRevenueOverExpensesAmt
Net Investment Income$2,248NetInvestmentIncomeAmt
Adjusted Net Income$2,248AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,632CashBOYAmt
Cash EOY$407CashEOYAmt
Cash EOYFMV$407CashEOYFMVAmt
Corporate Stock BOY$54,441CorporateStockBOYAmt
Corporate Stock EOY$31,905CorporateStockEOYAmt
Corporate Stock EOYFMV$37,467CorporateStockEOYFMVAmt
Total Assets BOY$56,073TotalAssetsBOYAmt
Total Assets EOY$32,312TotalAssetsEOYAmt
Total Assets EOYFMV$37,874TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$56,073NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$32,312NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$56,073TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,312TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$56,073TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$32,312TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$56,073TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,761ExcessRevenueOverExpensesAmt
Subtotal$32,312SubtotalAmt
Tot Net Ast Or Fund Balances EOY$32,312TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTD BANK INVESTMENT HOLDINGSPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2020-12-31SoldDt
Gross Sales Price$43,901GrossSalesPriceAmt
Cost Or Other Basis$41,653CostOrOtherBasisAmt
Gain Or Loss$2,248GainOrLossAmt
Gains Minus Excess Or Losses$2,248GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,248CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,248NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Tax Due$31TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksROBERT E WILLIAMSIndividualWithBooksNm
Phone4846800745PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line124 SULLIVAN CHASE DRIVEAddressLine1Txt
CityAVONDALECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19311ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT E WILLIAMS
24 SULLIVAN CHASE DRIVEAVONDALEPA19311TRUSTEE1.00$0$0$0
MARY ANGELA WILLIAMS
24 SULLIVAN CHASE DRIVEAVONDALEPA19311TRUSTEE1.00$0$0$0
DAVID SIMKINS CPA
200 HULLIHEN DRIVENEWARKDE19711PRESIDENT1.00$0$0$0
GARY VARNEY CPA
315 NORTH MATLACK STREETWEST CHESTERPA19380SECTREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Excess Distribution Cyov Yr5$14,882ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,953ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,618ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,326ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$63,779TotalExcessDistributionCyovAmt
Total Corpus$63,779TotalCorpusAmt
Excess Distri Cyov From Yr5$14,882ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$48,897ExcessDistriCyovToNextYrAmt
Excess From Year4$12,953ExcessFromYear4Amt
Excess From Year3$17,618ExcessFromYear3Amt
Excess From Year2$18,326ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonVARIOUS LOCALDOMESTIC CHARITIESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VARIOUSAddressLine1Txt
CityAVONDALECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19311ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeCHARITABLE ACTIVITIESGrantOrContributionPurposeTxt
Amt$26,355Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,355TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,248RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,248RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,248TotalIncomeProducingActyAmt

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 Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTD INVESTMENT ACCOUNTStockNm
EOY Book Value$31,905EOYBookValueAmt
EOYFMV$37,467EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$482Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.