WILLIAMSON FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMSON FAMILY FOUNDATION (EIN 34-6568495)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-23
- IRS object ID
- 201902049349100105
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-23T08:38:01-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-07-08 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.23.5.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-08 | IPDt |
| IP Tm | 15:59:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3DF8CC953E7F939060A1E50D8467AC74853B587E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C71D481E51EED9DD40FD6620D705EDDA0BD418F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,150,861 | 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 | $100,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $903 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $900 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,451 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $511,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,451 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $218,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,360 | 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 |
| Accounting Fees Rev And Expnss | $15,353 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,353 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $842 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $842 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,587 | 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 | $17,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,378 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,378 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $200,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $264,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $264,005 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,643 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,056 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,056 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $2,100,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,884,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,884,800 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,303,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,150,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,150,861 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,303,653 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,150,861 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,303,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,150,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,303,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,150,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,303,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,419,856 | SubtotalAmt |
| Other Decreases | $268,995 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,150,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1197.358 SHS BROWN ADV JAPAN ALPHA OPP-IS | P | 2018-01-11 | 2018-07-26 | $13,039 | $14,500 | -$1,461 | -$1,461 |
| 1489.362 SHS PIMCO SHORT-TERM FD INSTL | P | 2018-01-11 | 2018-10-17 | $14,745 | $14,700 | $45 | $45 |
| 98 SHS VANGUARD SHORT-TERM BOND ETF | P | 2018-06-14 | 2018-10-03 | $7,620 | $7,647 | -$27 | -$27 |
| 1057.958 SHS AMG MG PICTET INTL-Z | P | 2016-09-16 | 2018-08-14 | $11,500 | $10,253 | $1,247 | $1,247 |
| 1324.678 SHS BROWN ADV JAPAN ALPHA OPP-IS | P | 2018-03-07 | 2018-07-26 | $14,426 | $13,247 | $1,179 | $1,179 |
| 153.745 SHS DODGE & COX INTL STOCK FD | P | 2014-01-22 | 2018-05-02 | $7,000 | $6,649 | $351 | $351 |
| 1194.743 SHS DODGE & COX INL STOCK FD | P | 2017-06-30 | 2018-10-17 | $50,000 | $50,809 | -$809 | -$809 |
| 303 SHS ISHARES MSCI EAFE INDEX FUND | P | 2017-06-30 | 2018-06-08 | $21,312 | $19,560 | $1,752 | $1,752 |
| 26 SHS ISHARES JP MORGAN EM BOND FUND | P | 2016-07-13 | 2018-02-13 | $2,902 | $3,028 | -$126 | -$126 |
| 74 SHS ISHARES JP MORGAN EM BOND FUND | P | 2016-07-13 | 2018-02-13 | $8,259 | $8,618 | -$359 | -$359 |
| 1025 SHS ISHARES CORE MSCI EAFE ETF | P | 2017-07-06 | 2018-11-19 | $59,955 | $62,048 | -$2,093 | -$2,093 |
| 2492.989 SHS JH II STRAT INC OPPORT-R6 | P | 2015-12-23 | 2018-01-11 | $27,199 | $25,832 | $1,367 | $1,367 |
| 1086.957 SHS JPMORGAN GL RES ENH IDX-R6 | P | 2016-06-30 | 2018-01-11 | $25,250 | $18,373 | $6,877 | $6,877 |
| 347.524 SHS JPMORGAN FL RES ENH-R6 | P | 2016-01-21 | 2018-08-14 | $8,000 | $5,595 | $2,405 | $2,405 |
| 1419.698 SHS JPMORGAN GL RES ENH IDX-R6 | P | 2016-06-30 | 2018-10-17 | $32,000 | $22,457 | $9,543 | $9,543 |
| 1005.341 SHS JPMORGAN US L/C CORE PL-R6 | P | 2016-06-30 | 2018-10-17 | $32,000 | $27,114 | $4,886 | $4,886 |
| 1917.546 SHS VANGUARD TOTAL BOND MARKET INDEX | P | 2016-10-20 | 2018-12-28 | $20,000 | $21,112 | -$1,112 | -$1,112 |
| 3381.308 SHS FIDELITY ADV HIGH INC ADVA-I | P | 2008-04-10 | 2018-02-13 | $35,470 | $30,905 | $4,565 | $4,565 |
| 395.674 SHS HARTFORD CAPITAL APPREC FD CL-F | P | 2011-01-05 | 2018-05-02 | $15,000 | $13,950 | $1,050 | $1,050 |
| SHORT TERM LOSS FROM PASSTHROUGHS | P | 2016-06-30 | 2018-12-31 | -$3,172 | -$3,172 | ||
| LONG TERM GAIN FROM PASSTHROUGHS | P | 2016-06-30 | 2018-12-31 | $14,030 | $14,030 | ||
| 386.473 SHS AMG MG PICTET INTL | P | 2016-09-16 | 2018-10-17 | $4,000 | $3,746 | $254 | $254 |
| 175 SHS BROWN ADV JAPAN ALPHA OPP | P | 2014-03-07 | 2018-07-26 | $1,906 | $1,750 | $156 | $156 |
| 185.797 SHS BROWN ADV JAPAN ALPHA OPP | P | 2018-01-11 | 2018-07-26 | $2,023 | $2,250 | -$227 | -$227 |
| 125.448 SHS DODGE & COX INTL STOCK FD | P | 2014-01-22 | 2018-10-17 | $5,250 | $5,426 | -$176 | -$176 |
| 394.948 SHS FIDELITY ADV HIGH INC ADVA | P | 2016-06-30 | 2018-02-13 | $4,143 | $3,610 | $533 | $533 |
| 210 SHS ISHARES CORE MSCI EAFE ETF | P | 2018-01-11 | 2018-11-19 | $12,284 | $14,368 | -$2,084 | -$2,084 |
| 35 SHS ISHARES JP MORGAN EM BOND FUND JPMORGAN USD | P | 2016-07-13 | 2018-02-13 | $3,906 | $4,076 | -$170 | -$170 |
| 58 SHS ISHARES MSCI EAFE INDEX FUND | P | 2018-11-13 | 2018-06-08 | $4,080 | $3,669 | $411 | $411 |
| 412.136 SHS JH II STRAT INC OPPORT | P | 2016-02-09 | 2018-01-11 | $4,496 | $4,205 | $291 | $291 |
| 726.862 SHS JPM GL RES ENH IDX FD | P | 2016-01-21 | 2018-01-11 | $16,885 | $11,702 | $5,183 | $5,183 |
| 471.254 SHS JPM US L/C CORE PL FD | P | 2016-01-21 | 2018-10-17 | $15,000 | $11,347 | $3,653 | $3,653 |
| 227.964 SHS PIMCO SHORT TERM FD-INSTL | P | 2018-01-11 | 2018-10-17 | $2,257 | $2,250 | $7 | $7 |
| 30 SHS VANGUARD SHORT TERM BOND ETF | P | 2018-06-14 | 2018-10-03 | $2,333 | $2,341 | -$8 | -$8 |
| CAPITAL GAINS DIVIDENDS | P | $27,490 | $27,490 | $27,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,451 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,401 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,063,935 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032172 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,258 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,948,901 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040668 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,714 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,965,812 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041059 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,006,849 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042704 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $275,861 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,013,529 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.137004 | DistributionYr5Rt |
| Total Distribution | 0.293607 | TotalDistributionRt |
| Average Distribution | 0.058721 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,226,340 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,733 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,022 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $131,755 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,578 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,056 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,056 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $8 | OverpaymentAmt |
| Applied To ES Tax | $8 | 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 | ||||||||
| 25 SADDLE LANE | NOVATO | CA | 94947 | 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 | $2,260,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,260,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,260,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,226,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,043 | TotalTaxAmt |
| Distributable Before Adj | $109,274 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,274 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,274 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,578 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,578 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,578 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,274 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $176,393 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $176,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,696 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,696 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $151,697 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $151,697 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CULVER EDUCATION FOUNDATION | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | NONE | PC | CHARITABLE | $5,500 |
| MAHONING VALLEY HISTORICAL SOCIETY | |||||||
| 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | PC | CHARITABLE | $68,878 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| 4275 CAMPUS POINT COURT SUITE 138 | SAN DIEGO | CA | 92121 | NONE | PC | CHARITABLE | $1,000 |
| YOUNGSTOWN FOUNDATION | |||||||
| 100 FEDERAL PLAZA E SUITE 101 | YOUNGSTOWN | OH | 44503 | NONE | PC | CHARITABLE | $2,500 |
| THE WHITEFIELD ACADEMY | |||||||
| 8929 HOLMES ROAD | KANSAS CITY | MO | 64131 | NONE | PC | CHARITABLE | $5,000 |
| CAMP DEL CORAZON | |||||||
| 11615 HESBY STREET | N HOLLYWOOD | CA | 91601 | NONE | PC | CHARITABLE | $500 |
| EISENHOWER HEALTH FOUNDATION | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,378 | 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 | $903 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,451 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $118,363 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,363 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JD WILLIAMSON II | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74-360 DESERT BAJADA TRAIL | AddressLine1Txt |
| City | INDIAN WELLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $15,353 | Amt |
| Net Investment Income | $15,353 | 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 | $192,607 | $192,607 |
| JP MORGAN INVESTMENTS (MVHS) | FMV | $1,692,193 | $1,692,193 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED LOSS ON MARKETABLE SECURITIES | $264,491 |
| NONDEDUCTIBLE EXPENSES FROM JP MORGAN SCHEDULES K-1 | $4,504 |
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 Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $500 | $500 | $0 |
| OTHER FEES FROM PASSTHROUGH ENTITIES | $342 | $342 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,587 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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