WILLIAMSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMSON FAMILY FOUNDATION (EIN 34-6568495)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-15
- IRS object ID
- 202001679349101000
- Schema version
- 2019v5.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-15T09:40:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM VENNETTI | PreparerPersonNm |
| PTIN | P00764861 | PTIN |
| Phone | 3305339777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,522,391 | 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 | $1,716 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,668 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $407,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,857 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,335 | 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 | $188 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $188 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,753 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| 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 | $20,803 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,454 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,454 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,654 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,174 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $264,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $232,387 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $232,387 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,056 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $660 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $660 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,884,800 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,289,344 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,289,344 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,150,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,522,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,522,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,150,861 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,522,391 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,150,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,522,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,150,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,522,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,150,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $374,204 | OtherIncreasesAmt |
| Subtotal | $2,522,391 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,522,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 155 SHS ISHARES BARCLAYS 7-10 YEAR TREASURY | P | 2019-02-26 | 2019-09-23 | $17,381 | $16,238 | $1,143 | $1,143 |
| 111 SHS ISHARES BARCLAYS MBS BOND FUND | P | 2019-02-13 | 2019-09-23 | $12,003 | $11,650 | $353 | $353 |
| 158 SHS JPMORGAN BETABUILDERS EUROPE - ETF | P | 2019-04-12 | 2019-08-26 | $3,594 | $3,839 | -$245 | -$245 |
| 377 SHS JPMORGAN BETABUILDERS EUROPE - ETF | P | 2019-06-30 | 2019-08-26 | $8,577 | $8,527 | $50 | $50 |
| 222 SHS VANGUARD SHORT-TERM BOND ETF | P | 2019-06-30 | 2019-12-13 | $17,491 | $17,399 | $92 | $92 |
| 1111.111 SHS AMG MG PICTET INTL-Z | P | 2016-09-16 | 2019-02-26 | $10,000 | $10,768 | -$768 | -$768 |
| 2141.328 SHS AMG PICTET INTL-Z | P | 2016-09-16 | 2019-04-12 | $20,000 | $20,753 | -$753 | -$753 |
| 1570.971 SHS AMG MG PICTET INTL-Z | P | 2016-09-16 | 2019-05-13 | $14,092 | $15,225 | -$1,133 | -$1,133 |
| 488.520 SHS DODGE & COX INTL STOCK FD | P | 2017-06-30 | 2019-02-26 | $20,000 | $19,411 | $589 | $589 |
| 476.190 SHS DODGE & COX INTL STOCK FD | P | 2013-07-30 | 2019-04-12 | $20,000 | $18,448 | $1,552 | $1,552 |
| 492.822 SHS DODGE & COX INTL STOCK FD | P | 2013-07-30 | 2019-07-12 | $20,570 | $19,092 | $1,478 | $1,478 |
| 866.426 SHS DODGE & COX INCOME FD | P | 2017-11-27 | 2019-02-13 | $11,679 | $12,000 | -$321 | -$321 |
| 959.693 SHS DOUBLELINE TOTL RET BND-1 | P | 2013-01-31 | 2019-01-16 | $10,000 | $10,883 | -$883 | -$883 |
| 369.686 SHS DOUBLELINE TOTL RET BND-1 | P | 2013-01-31 | 2019-08-26 | $4,000 | $4,192 | -$192 | -$192 |
| 676.782 SHS HARTFORD CAPITAL APPREC FND CL-F | P | 2016-02-09 | 2019-04-12 | $24,310 | $20,000 | $4,310 | $4,310 |
| 191.847 SHS JPM GL RES END IDX FND-USD-R6 | P | 2013-04-16 | 2019-08-26 | $4,000 | $2,956 | $1,044 | $1,044 |
| 1049.828 SHS JPM US L/C CORE PL FD-USD-R6 | P | 2016-04-01 | 2019-04-12 | $29,164 | $27,886 | $1,278 | $1,278 |
| 125 SHS SPDR S&P 500 ETF TRUST | P | 2017-06-30 | 2019-04-12 | $36,268 | $34,160 | $2,108 | $2,108 |
| 39 SHS SPDR S&P 500 ETF TRUST | P | 2018-02-15 | 2019-11-25 | $12,206 | $10,576 | $1,630 | $1,630 |
| 784.140 SHS HARTFORD CAPITAL APPREC FD CL-F | P | 2011-01-05 | 2019-04-12 | $28,166 | $27,645 | $521 | $521 |
| 518.376 SHS AMG MG PICTET INTL-Z | P | 2016-09-16 | 2019-04-12 | $4,842 | $5,024 | -$182 | -$182 |
| 333.333 SHS AMG MG PICTET INTL-Z | P | 2016-09-16 | 2019-02-26 | $3,000 | $3,231 | -$231 | -$231 |
| 288.809 SHS DODGE & COX INCOME | P | 2017-11-27 | 2019-02-23 | $3,893 | $4,000 | -$107 | -$107 |
| 125.451 SHS DODGE & COX INTL STOCK | P | 2016-09-16 | 2019-04-12 | $5,269 | $4,703 | $566 | $566 |
| 68.027 SHS DODGE & COX INTL STOCK | P | 2014-01-22 | 2019-02-26 | $2,785 | $2,942 | -$157 | -$157 |
| 5.251 SHS DODGE & COX INTL STOCK | P | 2016-09-16 | 2019-02-26 | $215 | $197 | $18 | $18 |
| 25 SHS ISHARES 7-10 YEAR TREASURY B | P | 2019-02-26 | 2019-09-23 | $2,803 | $2,619 | $184 | $184 |
| 37 SHS ISHARES MBS ETF | P | 2019-02-13 | 2019-09-23 | $4,001 | $3,883 | $118 | $118 |
| 239.349 SHS JPM GL RES ENH IDX FD-USD-R6 | P | 2016-01-21 | 2019-08-28 | $5,000 | $3,854 | $1,146 | $1,146 |
| 414.665 SHS JPM US L/C CORE PL FD-USD-R6 | P | 2016-01-21 | 2019-08-07 | $11,457 | $9,985 | $1,472 | $1,472 |
| 359.971 SHS JPM US L/C CORE PL FD-USD-R6 | P | 2016-01-21 | 2019-04-12 | $10,000 | $8,668 | $1,332 | $1,332 |
| 52 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2019-04-12 | 2019-08-26 | $1,183 | $1,264 | -$81 | -$81 |
| 95 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-11-19 | 2019-08-26 | $2,161 | $2,141 | $20 | $20 |
| 28 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2019-04-12 | 2019-08-26 | $637 | $680 | -$43 | -$43 |
| 4 SHS SPDR S&P 500 ETF TRUST | P | 2019-02-15 | 2019-11-25 | $1,252 | $1,085 | $167 | $167 |
| 30 SHS VANGUARD SHORT TERM BOND ETF | P | 2018-06-14 | 2019-02-13 | $2,364 | $2,341 | $23 | $23 |
| 309.825 SHS VANGUARD TOT BD MKT IDX-ADM | P | 2016-10-20 | 2019-02-13 | $3,253 | $3,411 | -$158 | -$158 |
| SHORT TERM GAIN FROM PASSTHROUGHS | P | 2019-06-30 | 2019-12-31 | $2,126 | $2,126 | ||
| LONG TERM GAIN FROM PASSTHROUGHS | P | 2017-06-30 | 2019-12-31 | $13,144 | $13,144 | ||
| 850.137 SHS DODGE & COX INCOME FUND | P | 2017-06-30 | 2019-12-09 | $12,046 | $11,690 | $356 | $356 |
| 29.453 SHS DODGE & COX INCOME FUND | P | 2019-06-30 | 2019-12-09 | $419 | $404 | $15 | $15 |
| CAPITAL GAINS DIVIDENDS | P | $7,276 | $7,276 | $7,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,857 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,578 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,226,340 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037990 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,063,935 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032172 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,258 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,948,901 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,714 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,965,812 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041059 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,006,849 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042704 | DistributionYr5Rt |
| Total Distribution | 0.194593 | TotalDistributionRt |
| Average Distribution | 0.038919 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,309,822 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,896 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $712 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,608 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,654 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $646 | OverpaymentAmt |
| Applied To ES Tax | $646 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 (9 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 |
| LOWRY STEWART | ||||||||
| 7123 FRANKTOWN RD | WASHOE VALLEY | NV | 89704 | TRUSTEE | 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 | $2,344,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,344,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,344,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,309,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,423 | TotalTaxAmt |
| Distributable Before Adj | $114,068 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,068 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,068 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,654 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,654 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $72,654 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,068 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,654 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $41,414 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTHA STEWART | ContributingManagerNm |
| Contributing Manager | LOWRY 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 |
|---|---|---|---|---|---|---|---|
| CAMP DEL CORAZON | |||||||
| 11615 HESBY STREET | N HOLLYWOOD | CA | 91601 | NONE | PC | CHARITABLE | $500 |
| CULVER EDUCATION FOUNDATION | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | NONE | PC | CHARITABLE | $5,000 |
| EISENHOWER HEALTH FOUNDATION | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PC | CHARITABLE | $1,000 |
| THE MAHONING VALLEY HISTORICAL SOCIETY | |||||||
| 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | PC | CHARITABLE | $61,454 |
| YOUNGSTOWN FOUNDATION | |||||||
| 100 FEDERAL PLAZA E SUITE 101 | YOUNGSTOWN | OH | 44503 | NONE | PC | CHARITABLE | $1,000 |
| BOYS HOPE GIRLS HOPE | |||||||
| 17701 COWAN AVE SUITE 150 | IRVINE | CA | 92614 | NONE | PC | CHARITABLE | $2,000 |
| THE BUTLER INSTITUTE OF AMERICAN ART | |||||||
| 524 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | PC | CHARITABLE | $1,000 |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | NONE | PC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,454 | 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 | $1,716 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,857 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,383 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,383 | 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 | $6,220 | Amt |
| Net Investment Income | $6,220 | 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 | $224,343 | $224,343 |
| JP MORGAN INVESTMENTS (MVHS) | FMV | $2,065,001 | $2,065,001 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $188 | LegalFeesAmt |
| Net Investment Income | $188 | 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 | $374,204 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $8,228 | $8,228 | $0 |
| OTHER FEES FROM PASSTHROUGH ENTITIES | $4,571 | $4,525 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,396 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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