WILLIAMS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS FOUNDATION (EIN 31-6032504)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202041899349100214
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T09:01:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221146430 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | 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 | 316032504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5127194262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 E THIRD STREET STE 300 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452025500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JOSEPH WILLIAMS JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5127194262 | PhoneNum |
| Signature | 2020-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A BOKESCH | PreparerPersonNm |
| PTIN | P00227658 | PTIN |
| Phone | 4127629161 | 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 | $16,011,407 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,611 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $434,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $435,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $806,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,621,928 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $806,797 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Net Invst Incm | $6,547 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,277,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,248,617 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $63,654 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,654 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,510 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $56 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $82,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $711,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $711,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $793,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $712,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $484,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,184,007 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,069 | CashBOYAmt |
| Cash EOY | $13,180 | CashEOYAmt |
| Cash EOYFMV | $13,180 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $325,038 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $325,038 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $9,736,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,002,296 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,673,189 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,823,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,340,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,011,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,727,526 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,105,617 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $22,069 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $13,180 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $74,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $221,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,823,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,340,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,823,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,340,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,823,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $484,003 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,627 | OtherIncreasesAmt |
| Subtotal | $10,340,514 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,340,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 2032. ALTRIA GROUP INC | 2019-01-24 | $88,919 | $55,357 | $33,562 | $33,562 | |
| 250. HONEYWELL INTL INC | 2019-01-28 | $35,005 | $32,757 | $2,248 | $2,248 | 2017-07-21 |
| 1036. ABBVIE INC | 2019-01-29 | $79,843 | $41,833 | $38,010 | $38,010 | |
| 100. MCCORMICK & CO INC COM NON VTG | 2019-01-29 | $12,173 | $13,059 | -$886 | -$886 | 2018-09-07 |
| 444. MCCORMICK & CO INC COM NON VTG | 2019-01-29 | $54,046 | $43,869 | $10,177 | $10,177 | |
| 1601. ABBVIE INC | 2019-02-04 | $126,725 | $43,385 | $83,340 | $83,340 | |
| 666. MCCORMICK & CO INC COM NON VTG | 2019-02-04 | $81,480 | $64,392 | $17,088 | $17,088 | 2017-08-11 |
| 990. ABBOTT LABORATORIES INC | 2019-02-07 | $71,637 | $40,992 | $30,645 | $30,645 | 2016-07-07 |
| 393. AMGEN INC | 2019-02-07 | $73,597 | $71,813 | $1,784 | $1,784 | 2017-10-17 |
| 408. HASBRO INC | 2019-02-20 | $35,365 | $21,946 | $13,419 | $13,419 | 2015-01-23 |
| 500. AMGEN INC | 2019-03-07 | $90,702 | $90,480 | $222 | $222 | |
| 325. HASBRO INC | 2019-03-07 | $28,205 | $17,481 | $10,724 | $10,724 | 2015-01-23 |
| 330. WEC ENERGY GROUP INC | 2019-04-04 | $25,507 | $13,910 | $11,597 | $11,597 | 2013-11-15 |
| 182. WEC ENERGY GROUP INC | 2019-04-09 | $14,031 | $7,672 | $6,359 | $6,359 | 2013-11-15 |
| 287. ABBVIE INC | 2019-04-16 | $23,250 | $7,200 | $16,050 | $16,050 | 2011-03-14 |
| 333. 3M COMPANY COM | 2019-05-02 | $61,492 | $43,843 | $17,649 | $17,649 | 2014-03-20 |
| 187. AMGEN INC | 2019-05-16 | $31,827 | $32,531 | -$704 | -$704 | |
| 375. MICROSOFT CORP | 2019-05-16 | $47,509 | $10,240 | $37,269 | $37,269 | 2013-01-17 |
| 136. 3M COMPANY COM | 2019-05-16 | $23,621 | $17,906 | $5,715 | $5,715 | 2014-03-20 |
| 378. 3M COMPANY COM | 2019-05-29 | $61,428 | $49,539 | $11,889 | $11,889 | |
| 330. MICROSOFT CORP | 2019-06-06 | $41,604 | $9,011 | $32,593 | $32,593 | 2013-01-17 |
| 389. 3M COMPANY COM | 2019-06-06 | $63,518 | $50,610 | $12,908 | $12,908 | 2014-02-10 |
| 409. 3M COMPANY COM | 2019-06-13 | $69,177 | $53,212 | $15,965 | $15,965 | 2014-02-10 |
| 341. MICROSOFT CORP | 2019-06-20 | $46,807 | $9,311 | $37,496 | $37,496 | 2013-01-17 |
| 521. AIR PRODUCTS & CHEMICALS INC | 2019-07-09 | $118,246 | $78,515 | $39,731 | $39,731 | |
| 348. AMGEN INC | 2019-07-09 | $63,137 | $59,819 | $3,318 | $3,318 | 2016-08-26 |
| 736. ABBVIE INC | 2019-08-05 | $48,045 | $18,464 | $29,581 | $29,581 | 2011-03-14 |
| 516. TEXAS INSTRS INC COM | 2019-08-05 | $60,292 | $39,540 | $20,752 | $20,752 | 2017-01-24 |
| 955. CISCO SYS INC COM | 2019-08-13 | $49,771 | $31,716 | $18,055 | $18,055 | |
| 254. MICROSOFT CORP | 2019-08-13 | $34,524 | $6,936 | $27,588 | $27,588 | 2013-01-17 |
| 840. ALTRIA GROUP INC | 2019-09-09 | $36,859 | $20,345 | $16,514 | $16,514 | 2010-09-29 |
| 1263. ALTRIA GROUP INC | 2019-09-24 | $51,603 | $30,590 | $21,013 | $21,013 | 2010-09-29 |
| 371. NEXTERA ENERGY INC | 2019-10-07 | $86,536 | $46,533 | $40,003 | $40,003 | 2017-02-14 |
| 3322. HP INC | 2019-10-15 | $54,671 | $76,334 | -$21,663 | -$21,663 | |
| 2333. HP INC | 2019-10-22 | $39,809 | $49,523 | -$9,714 | -$9,714 | |
| 263. MICROSOFT CORP | 2019-11-15 | $39,371 | $7,181 | $32,190 | $32,190 | 2013-01-17 |
| 1315. PFIZER INC COM | 2019-11-15 | $48,932 | $43,119 | $5,813 | $5,813 | 2015-01-23 |
| 995. PFIZER INC COM | 2019-11-15 | $37,024 | $43,434 | -$6,410 | -$6,410 | 2019-07-09 |
| 125. MCDONALDS CORP COM | 2019-12-06 | $24,327 | $20,697 | $3,630 | $3,630 | 2018-09-25 |
| 100. PHILLIPS 66 | 2019-12-06 | $11,293 | $11,076 | $217 | $217 | 2018-04-20 |
| 1000. WILLIAMS COS INC DEL COM | 2019-12-06 | $22,300 | $30,503 | -$8,203 | -$8,203 | 2017-05-03 |
| 150. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3 | 2019-12-06 | $13,903 | $12,280 | $1,623 | $1,623 | |
| 105. ABBOTT LABORATORIES INC | 2019-12-18 | $9,131 | $4,348 | $4,783 | $4,783 | 2016-07-07 |
| 50. AIR PRODUCTS & CHEMICALS INC | 2019-12-18 | $11,638 | $7,208 | $4,430 | $4,430 | 2017-01-06 |
| 10. AMGEN INC | 2019-12-18 | $2,424 | $1,719 | $705 | $705 | 2016-08-26 |
| 65. AUTOMATIC DATA PROCESSING INC | 2019-12-18 | $10,889 | $11,116 | -$227 | -$227 | 2019-11-15 |
| 10. BLACKROCK INC | 2019-12-18 | $4,995 | $4,721 | $274 | $274 | 2019-07-09 |
| 75. CHEVRON CORPORATION | 2019-12-18 | $8,917 | $8,814 | $103 | $103 | 2019-02-04 |
| 315. CISCO SYS INC COM | 2019-12-18 | $14,694 | $8,268 | $6,426 | $6,426 | 2016-02-17 |
| 70. COCACOLA CO | 2019-12-18 | $3,776 | $3,418 | $358 | $358 | 2019-02-04 |
| 140. COMCAST CORPORATION CL A | 2019-12-18 | $6,058 | $5,878 | $180 | $180 | 2019-04-16 |
| 85. CROWN CASTLE INTL CORP | 2019-12-18 | $11,667 | $7,298 | $4,369 | $4,369 | 2015-12-07 |
| 15. EVERSOURCE ENERGY | 2019-12-18 | $1,254 | $1,060 | $194 | $194 | 2019-04-09 |
| 65. EXXON MOBIL CORP | 2019-12-18 | $4,545 | $5,552 | -$1,007 | -$1,007 | 2017-01-20 |
| 75. HOME DEPOT INC COM | 2019-12-18 | $16,374 | $8,753 | $7,621 | $7,621 | 2015-02-25 |
| 70. HONEYWELL INTL INC | 2019-12-18 | $12,231 | $9,172 | $3,059 | $3,059 | 2017-07-21 |
| 40. ILLINOIS TOOL WORKS INC COM | 2019-12-18 | $7,158 | $6,676 | $482 | $482 | 2017-12-08 |
| 150. J P MORGAN CHASE & CO COM | 2019-12-18 | $20,749 | $13,683 | $7,066 | $7,066 | 2017-07-21 |
| 85. JOHNSON & JOHNSON COM | 2019-12-18 | $12,190 | $8,688 | $3,502 | $3,502 | 2016-01-28 |
| 35. LOCKHEED MARTIN CORP | 2019-12-18 | $13,316 | $11,599 | $1,717 | $1,717 | 2019-05-02 |
| 85. MARSH & MCLENNAN COS INC COM | 2019-12-18 | $9,474 | $7,159 | $2,315 | $2,315 | 2017-12-08 |
| 75. MAXIM INTEGRATED PRODS INC COM | 2019-12-18 | $4,547 | $2,635 | $1,912 | $1,912 | 2014-06-05 |
| 70. MCDONALDS CORP COM | 2019-12-18 | $13,690 | $11,590 | $2,100 | $2,100 | 2018-09-25 |
| 115. MICROSOFT CORP | 2019-12-18 | $17,775 | $3,140 | $14,635 | $14,635 | 2013-01-17 |
| 190. MONDELEZ INTERNATIONAL | 2019-12-18 | $10,372 | $10,556 | -$184 | -$184 | 2019-10-07 |
| 75. NEXTERA ENERGY INC | 2019-12-18 | $18,013 | $9,285 | $8,728 | $8,728 | |
| 30. ONEOK INC NEW | 2019-12-18 | $2,218 | $1,901 | $317 | $317 | 2019-01-29 |
| 35. PNC BANK CORP COM | 2019-12-18 | $5,596 | $4,937 | $659 | $659 | 2019-09-24 |
| 944. PAYCHEX INC COM | 2019-12-18 | $80,343 | $40,810 | $39,533 | $39,533 | |
| 150. PAYCHEX INC COM | 2019-12-18 | $12,687 | $6,171 | $6,516 | $6,516 | 2014-08-01 |
| 95. PEPSICO INC COM | 2019-12-18 | $12,917 | $13,016 | -$99 | -$99 | 2019-10-22 |
| 250. PFIZER INC COM | 2019-12-18 | $9,720 | $8,197 | $1,523 | $1,523 | 2015-01-23 |
| 35. PHILLIPS 66 | 2019-12-18 | $3,964 | $3,877 | $87 | $87 | 2018-04-20 |
| 30. PROLOGIS INC | 2019-12-18 | $2,626 | $2,473 | $153 | $153 | 2019-06-20 |
| 90. REALTY INCOME CORP COM | 2019-12-18 | $6,487 | $6,105 | $382 | $382 | 2019-02-04 |
| 70. SEMPRA ENERGY | 2019-12-18 | $10,603 | $8,133 | $2,470 | $2,470 | 2018-07-13 |
| 45. SIMON PROPERTY GROUP INC | 2019-12-18 | $6,502 | $8,305 | -$1,803 | -$1,803 | 2018-12-13 |
| 130. STARBUCKS CORP COM | 2019-12-18 | $11,453 | $6,847 | $4,606 | $4,606 | 2018-08-24 |
| 60. SYSCO CORP COM | 2019-12-18 | $5,045 | $4,470 | $575 | $575 | 2019-05-29 |
| 125. TEXAS INSTRS INC COM | 2019-12-18 | $15,842 | $9,579 | $6,263 | $6,263 | 2017-01-24 |
| 290. TRUIST FINANCIAL CORP | 2019-12-18 | $16,330 | $12,349 | $3,981 | $3,981 | 2017-06-08 |
| 150. US BANCORP DEL COM NEW | 2019-12-18 | $9,004 | $8,214 | $790 | $790 | 2018-11-16 |
| 45. VALERO ENERGY CORP NEW COM | 2019-12-18 | $4,265 | $2,976 | $1,289 | $1,289 | 2017-06-12 |
| 105. WEC ENERGY GROUP INC | 2019-12-18 | $9,609 | $4,426 | $5,183 | $5,183 | 2013-11-15 |
| 55. WELLS FARGO & CO NEW COM | 2019-12-18 | $2,953 | $2,729 | $224 | $224 | 2019-03-07 |
| 145. WILLIAMS COS INC DEL COM | 2019-12-18 | $3,347 | $4,423 | -$1,076 | -$1,076 | 2017-05-03 |
| 90. MEDTRONIC PLC SEDOL BTN1Y11 | 2019-12-18 | $10,246 | $8,686 | $1,560 | $1,560 | 2018-09-07 |
| 65. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3 | 2019-12-18 | $6,183 | $5,217 | $966 | $966 | 2014-01-09 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $806,797 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $481,060 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,793,894 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034875 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $394,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,559,460 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031411 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $968,852 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,187,079 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $235,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,795,299 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02182 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $397,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,480,371 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037883 | DistributionYr5Rt |
| Total Distribution | 0.212594 | TotalDistributionRt |
| Average Distribution | 0.042519 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,996,630 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $637,642 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,840 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $649,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $712,540 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,840 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,840 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,378 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,378 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,538 | OverpaymentAmt |
| Applied To ES Tax | $4,538 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127629161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LAWRENCE H KYTE JR | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $400 |
| MARY W CLAUDER | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $100 |
| RICHARD F WILLIAMS | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $200 |
| RYAN KYTE | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $400 |
| SHARON W FRISBIE | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $400 |
| THOMAS L WILLIAMS | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $100 |
| W JOSEPH WILLIAMS JR | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TREASURER | 1 | $200 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,207,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,225,005 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,225,005 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $228,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,996,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $749,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $749,832 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,840 | TotalTaxAmt |
| Distributable Before Adj | $737,992 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $737,992 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $737,992 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $712,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $712,540 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,840 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $700,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $737,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,080 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $712,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,080 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $706,460 | 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 | $31,532 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEECHWOOD HOME | ||||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CHILDREN'S HOME | ||||||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 | |
| IMMACULATE HEART OF MARY CHURCH | ||||||||
| 7820 BEECHMONT AVE | CINCINNATI | OH | 45255 | N/A | CHURCH | GENERAL SUPPORT | $5,000 | |
| JOE TORRE SAFE AT HOME | ||||||||
| 602 MAIN STREET SUITE 1000 | Cincinnati | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CINCINNATI ARTS & TECHNOLOGY | ||||||||
| 1241 ELM ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 | STUDIOS |
| ST MARGARET HALL | ||||||||
| 1960 MADISON RD | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 | |
| STEPPING STONES CENTER | ||||||||
| 5650 GIVEN RD | CINCINNATI | OH | 45243 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| INDIAN HILL FOUNDATION | ||||||||
| 2800 ERIE AVE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CAMPING EDUCATION FOUNDATION | ||||||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $250 | |
| CHOSEN & DEARLY LOVED FOUNDATION | ||||||||
| 16301 NE 8TH STREET | BELLEVUE | WA | 98008 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CHRIST HOSPITAL - HEART & VASCULAR | ||||||||
| 2139 AUBURN AVENUE | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $10,000 | CENTER |
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $250 | MEDICAL CENTER |
| CINCINNATI PARKS FOUNDATION | ||||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $500 | |
| LIVING WITH CHANGE | ||||||||
| 655 PLUM STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 | |
| PROKIDS | ||||||||
| 2605 BURNET AVENUE | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SISTERS OF NOTRE DAME DE NEMUR | ||||||||
| 701 E COLUMBIA AVENUE | CINCINNATI | OH | 45215 | NONE | PC | GENERAL SUPPORT | $15,500 | |
| TEACH FOR AMERICA | ||||||||
| 3500 LORAIN AVENUE | CLEVELAND | OH | 44113 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE CHILDREN'S HOME | ||||||||
| 5050 MADISON ROAD | CINCINNATI | OH | 45227 | NONE | PC | GENERAL SUPPORT | $77,500 | |
| THE TAFT SCHOOL | ||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PC | GENERAL SUPPORT | $1,890 | |
| CINCINNATI MUSEUM CENTER | ||||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| LINDNER CENTER OF HOPE | ||||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | NONE | PC | GENERAL SUPPORT | $5,500 | |
| BOYS AND GIRLS CLUB OF GREATER | ||||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | N/A | PC | GENERAL SUPPORT | $41,500 | CINCINNATI |
| BASEBALL ASSISTANCE TEAM | ||||||||
| 1725 RIVERSIDE DR | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $500 | |
| CISE FUND | ||||||||
| 100 EAST EIGHTH STREET | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $33,000 | |
| CHATFIELD COLLEGE | ||||||||
| 1800 LOGAN ST | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $6,250 | |
| CINCINNATI ART MUSEUM | ||||||||
| EDON PARK | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $5,500 | |
| CINCINNATI SHAKESPEARE COMPANY | ||||||||
| 719 RACE STREET | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CINCINNATI ZOO & BOTANICAL | ||||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | N/A | PC | GENERAL SUPPORT | $1,000 | GARDENS |
| FIRST STEP HOME | ||||||||
| 2211 FULTON AVE | CincinnatI | OH | 45206 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| ST XAVIER HIGH SCHOOL | ||||||||
| 600 W NORTH BEND ROAD | Cincinnati | OH | 45224 | N/A | PC | SCHOLARSHIPS | $3,500 | |
| SUMMIT COUNTY DAY SCHOOL | ||||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| TALBERT HOUSE FOUNDATION | ||||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| XAVIER UNIVERSITY | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PC | GENERAL SUPPORT | $357,500 | |
| HOMELESS TO HOMES PLAN | ||||||||
| 2368 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| KAREN WELLINGTON FOUNDATION | ||||||||
| 5090 BOUCHAINE WAY | CINCINNATI | OH | 45208 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 2411 476 RIDDLE ROAD | Cincinnati | OH | 45220 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MERCY HOSPITAL FOUNDATION | ||||||||
| 1701 MERCY HEALTH PLACE | CINCINNATI | OH | 45237 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| SPRINGER SCHOOL & CENTER | ||||||||
| 2121 MADISON ROAD | CINCINNATI | OH | 45208 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| XAVIER UNIVERSITY | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45206 | NONE | PC | SCHOLARSHIP | $500 | COLONEL CF WILLIAMS AWARD |
| YMCA OF GREATER CINCINNATI | ||||||||
| 1105 ELM STREET | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $711,640 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $806,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,241,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,241,052 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Payroll ContributionPayrollContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| LESS THAN 5 000 PER PERSON 4 | ||||||||
| 1 | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | $800 | Yes (X) | Yes (X) | |
| W JOSEPH WILLIAMS | ||||||||
| 2 | 212 EAST THIRD STREET | CINCINNATI | OH | 45202 | $25,662 | Yes (X) | Yes (X) | |
| W JOSEPH WILLIAMS JR | ||||||||
| 3 | 212 E THIRD STREET STE 300 | CINCINNATI | OH | 452025500 | $10,149 | Yes (X) | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 129 SHARES CIGNA CORP | NoncashPropertyDesc |
| Fair Market Value | $25,662 | FairMarketValueAmt |
| Received | 2019-12-06 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $56 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $56 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MULTIPLE PARTNERSHIPS | Desc |
| Net Investment Income | $6,547 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFF BETWEEN SECURITIES REC/DELIVERED | $20,434 |
| POSTED CURRENT YEAR FOR PRIOR YEAR | $11,884 |
| BUSINESS CHECKING ACCT FEES | $309 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PNC AGENT FOR TRUSTEE FEES | $11,884 | $11,884 |
| NON PNC INVESTMENT MANAGEMENT | $51,770 | $51,770 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $132 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $16,378 | $0 | $0 |
Comments