WILLIAMSON FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMSON FAMILY FOUNDATION (EIN 34-6568495)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-26
- IRS object ID
- 201732079349100208
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-26T12:32:17-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-07-17 | 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 | 24.144.152.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-17 | IPDt |
| IP Tm | 10:42:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0500C3CC9DDE2CE9C596D424B3097BA8FA711892 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 113219E993D1CB39C57676989B769A9FDFC6BAA9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,004,339 | 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 | $340 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,187 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $395,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,299 | 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 | $7,444 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,444 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,568 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,568 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $306 | 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 | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,012 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,258 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,258 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,012 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,287 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $230,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,958 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,269 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,963 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,963 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,725,324 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,913,418 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,913,418 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,956,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,004,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,004,339 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,956,669 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,004,339 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,956,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,004,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,956,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,004,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,956,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $125,445 | OtherIncreasesAmt |
| Subtotal | $2,004,458 | SubtotalAmt |
| Other Decreases | $119 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,004,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 128.323 SHS JPM SHORT TERM DURATION BD FD | P | $1,400 | $1,396 | $4 | $4 |
| 178.245 SHS DOUBLELINE TOTL RET BND | P | $1,950 | $1,936 | $14 | $14 |
| 26.178 SHS DODGE & COX INTL | P | $1,000 | $1,132 | -$132 | -$132 |
| 97.455 SHS JPM GLBL RES ENH INDEX FD | P | $1,800 | $1,569 | $231 | $231 |
| 657.895 SHS JOHN HANCOCK II-STR INC | P | $7,000 | $6,795 | $205 | $205 |
| 220 SHS ISHARES MSCI EAFE INDEX | P | $12,644 | $14,461 | -$1,817 | -$1,817 |
| 9 SHS DEUTSCHE X TRACKERS MSCI | P | $232 | $272 | -$40 | -$40 |
| 21 SHS DEUTSCHE X TRACKERS MSCI | P | $541 | $635 | -$94 | -$94 |
| 63 SHS DEUTSCHE X TRACKERS MSCI | P | $1,623 | $1,906 | -$283 | -$283 |
| 47 SHS DEUTSCHE X TRACKERS MSCI | P | $1,211 | $1,422 | -$211 | -$211 |
| 1255.231 SHS JPM SHORT DURATION BD | P | $13,674 | $13,549 | $125 | $125 |
| 1255.231 SHS JPM SHORT DURATION BD | P | $8 | $8 | $8 | |
| 1992.020 SHS JPM MANAGED INC FD | P | $19,920 | $19,960 | -$40 | -$40 |
| 916.590 SHS DOUBLELINE TOTL RET | P | $10,000 | $10,403 | -$403 | -$403 |
| 1200 SHS ISHARES MCSI EAFE INDEX FUND | P | $67,722 | $75,915 | -$8,193 | -$8,193 |
| 677.323 SHS DODGE & COX INTL STOCK | P | $25,000 | $29,294 | -$4,294 | -$4,294 |
| 90 SHS VANGUARD FTSE EUROPE ETF | P | $4,237 | $4,962 | -$725 | -$725 |
| 33 SHS VANGUARD FTSE EUROPE ETF | P | $1,552 | $1,819 | -$267 | -$267 |
| 46 SHS VANGUARD FTSE EUROPE ETF | P | $2,191 | $2,535 | -$344 | -$344 |
| 22000 SHS GS NOTE OF NOTES EAFE BSKT | P | $21,696 | $21,780 | -$84 | -$84 |
| 37 SHS VANGUARD FTSE EUROPE ETF | P | $1,761 | $2,039 | -$278 | -$278 |
| 92 SHS VANGUARD FTSE EUROPE ETF | P | $4,377 | $5,071 | -$694 | -$694 |
| 27 SHS VANGUARD FTSE EUROPE ETF | P | $1,285 | $1,488 | -$203 | -$203 |
| 1188.300 SHS DOUBLELINE TOTL RET | P | $13,000 | $13,481 | -$481 | -$481 |
| 1025 SHS DEUTSCHE X-TRACKERS MCSI EAF | P | $26,280 | $31,014 | -$4,734 | -$4,734 |
| 635 SHS ISHARES MCSI EAFE INDEX FUND | P | $36,496 | $40,172 | -$3,676 | -$3,676 |
| 65 SHS DEUTSCHE X-TRACKERS MSCI EAF | P | $1,675 | $1,967 | -$292 | -$292 |
| 165 SHS DEUTSCHE X-TRACKERS MSCI EAF | P | $4,249 | $4,992 | -$743 | -$743 |
| 477 SHS DEUTSCHE X-TRACKERS MSCI EAF | P | $12,292 | $14,130 | -$1,838 | -$1,838 |
| 343 SHS DEUTSCHE X-TRACKERS MSCI EAF | P | $8,835 | $10,123 | -$1,288 | -$1,288 |
| 7580.778 SHS JPM SHORT DURATION BD FD | P | $82,602 | $81,673 | $929 | $929 |
| 7580.778 SHS JPM SHORT DURATION BD FD | P | $28 | $28 | $28 | |
| SHORT TERM CAPITAL LOSS FROM PASSTHROUGHS | P | -$3,788 | -$3,788 | ||
| LONG TERM CAPITAL GAINS FROM PASSTHROUGHS | P | $12,114 | $12,114 | ||
| CAPITAL GAINS DIVIDENDS | P | $7,677 | $7,677 | $7,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,607 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,965,812 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041059 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,006,849 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042704 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $275,861 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,013,529 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.137004 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,778 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,921,708 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107081 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,777 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,419,154 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081582 | DistributionYr5Rt |
| Total Distribution | 0.409430 | TotalDistributionRt |
| Average Distribution | 0.081886 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,948,901 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,588 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $153 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $159,741 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $306 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $306 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $306 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,269 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,269 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,963 | OverpaymentAmt |
| Applied To ES Tax | $2,963 | 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 |
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 | ||||||||
| 3528 ARCADIA DR | CARSON CITY | NV | 89705 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LYNN WILLIAMSON | ||||||||
| 2338 WOODHOUSE LANE | CASTLE ROCK | CO | 80109 | 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 | ||||||||
| 101 SOUTHBEND COURT | LOVELAND | OH | 45140 | 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 | $1,978,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,978,580 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,978,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,948,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $306 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $306 | TotalTaxAmt |
| Distributable Before Adj | $97,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,139 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,004 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,435 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $176,393 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $324,832 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,881 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,881 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $306,951 | 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 | $18,123 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $288,828 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,435 | ExcessFromYear4Amt |
| Excess From Year3 | $176,393 | ExcessFromYear3Amt |
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 (2 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 ST | NORTH HOLLYWOOD | CA | 91601 | NONE | PC | CHARITABLE | $500 |
| MAHONING VALLEY HISTORICAL SOCIETY | |||||||
| 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | PC | CHARITABLE | $78,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,258 | 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 | $340 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,607 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,920 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,444 | Amt |
| Net Investment Income | $7,444 | 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 | $180,872 | $180,872 |
| JP MORGAN INVESTMENTS (MVHS) | FMV | $1,732,546 | $1,732,546 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES FROM JP MORGAN SCHEDULES K-1 | Desc |
| Amt | $119 | Amt |
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 | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $125,445 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $10,853 | $10,853 | $0 |
| OTHER FEES FROM PASSTHROUGH ENTITIES | $4,715 | $4,715 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $306 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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