BOB AND MARY ANGELA WILLIAMS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BOB AND MARY ANGELA WILLIAMS FOUNDATION (EIN 45-2767514)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-10
IRS object ID
202043169349100919
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-10T11:24:23-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-11SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address100.19.104.74IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm10:02:38IPTm
Federal Original Submission Id24295320203162kk3ob0FederalOriginalSubmissionId
Federal Original Submission Id2020-11-11FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdABC941E757FEC26D242CF1B9B5A92FA5643D7BE8AtSubmissionCreationDeviceId
At Submission Filing Device IdABC941E757FEC26D242CF1B9B5A92FA5643D7BE8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$61,499FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$1,644DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$2,799NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$71,273GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,799CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,799NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$4,445TotalRevAndExpnssAmt
Total Net Invst Incm$2,799TotalNetInvstIncmAmt
Total Adj Net Incm$2,799TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$735OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$735TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,981ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,716TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,271ExcessRevenueOverExpensesAmt
Net Investment Income$2,799NetInvestmentIncomeAmt
Adjusted Net Income$2,799AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,225CashBOYAmt
Cash EOY$1,632CashEOYAmt
Cash EOYFMV$1,632CashEOYFMVAmt
Corporate Stock BOY$75,119CorporateStockBOYAmt
Corporate Stock EOY$54,441CorporateStockEOYAmt
Corporate Stock EOYFMV$59,867CorporateStockEOYFMVAmt
Total Assets BOY$77,344TotalAssetsBOYAmt
Total Assets EOY$56,073TotalAssetsEOYAmt
Total Assets EOYFMV$61,499TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$77,344NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$56,073NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$77,344TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,073TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$77,344TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,073TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$77,344TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,271ExcessRevenueOverExpensesAmt
Subtotal$56,073SubtotalAmt
Tot Net Ast Or Fund Balances EOY$56,073TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVARIOUS INVESTMENTSPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2019-01-01AcquiredDt
Sold2019-12-31SoldDt
Gross Sales Price$71,273GrossSalesPriceAmt
Cost Or Other Basis$68,474CostOrOtherBasisAmt
Gain Or Loss$2,799GainOrLossAmt
Gains Minus Excess Or Losses$2,799GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,799CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,799NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,326AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$17,618AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$12,953AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$14,882AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$16,911AdjustedQlfyDistriYr5Amt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$28NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$28AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$56InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$56SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$56TaxBasedOnInvestmentIncomeAmt
Tax Due$56TaxDueAmt

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
111 RED OAK DRIVELINCOLN UNIVERSITYPA19352PRESIDENT1.00$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)
Description1NA00Description1Txt
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$16,968ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,882ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,953ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,618ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,326ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$80,747TotalExcessDistributionCyovAmt
Total Corpus$80,747TotalCorpusAmt
Excess Distri Cyov From Yr5$16,968ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$63,779ExcessDistriCyovToNextYrAmt
Excess From Year4$14,882ExcessFromYear4Amt
Excess From Year3$12,953ExcessFromYear3Amt
Excess From Year2$17,618ExcessFromYear2Amt
Excess From Year1$18,326ExcessFromYear1Amt

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$24,981Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,981TotalGrantOrContriPdDurYrAmt
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$2,799RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,799RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,799TotalIncomeProducingActyAmt

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$54,441EOYBookValueAmt
EOYFMV$59,867EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$735Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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