2017-07-26T12:32:17-05:00 2016-12-31 341667340 PACKER THOMAS 6601 WESTFORD PLACE SUITE 101 CANFIELD OH 44406 990PF 2016-01-01 346568495 WILLIAMSON FAMILY FOUNDATION WILL 3305335786 6601 WESTFORD PLACE NO 101 CANFIELD OH 44406 WARREN P WILLIAMSON III CHAIRPERSON 3305335786 2017-07-17 1 WILLIAM VENNETTI P00764861 3305339777 24.144.152.134 2017-07-17 10:42:02 ED P 0500C3CC9DDE2CE9C596D424B3097BA8FA711892 113219E993D1CB39C57676989B769A9FDFC6BAA9 2016 2021-01-29 14:40:06Z X X 2004339 X 200 X 340 112 38187 38187 -13607 395958 0 25120 38299 0 0 0 7444 7444 0 15568 15568 0 306 0 0 200 0 0 23518 23012 0 79258 79258 102776 23012 79258 -77656 15287 230076 87958 87958 1269 2963 2963 1725324 1913418 1913418 1956669 2004339 2004339 0 0 X 1956669 2004339 1956669 2004339 1956669 2004339 1956669 -77656 125445 2004458 119 2004339 128.323 SHS JPM SHORT TERM DURATION BD FD P 1400 1396 4 4 178.245 SHS DOUBLELINE TOTL RET BND P 1950 1936 14 14 26.178 SHS DODGE & COX INTL P 1000 1132 -132 -132 97.455 SHS JPM GLBL RES ENH INDEX FD P 1800 1569 231 231 657.895 SHS JOHN HANCOCK II-STR INC P 7000 6795 205 205 220 SHS ISHARES MSCI EAFE INDEX P 12644 14461 -1817 -1817 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 1623 1906 -283 -283 47 SHS DEUTSCHE X TRACKERS MSCI P 1211 1422 -211 -211 1255.231 SHS JPM SHORT DURATION BD P 13674 13549 125 125 1255.231 SHS JPM SHORT DURATION BD P 8 8 8 1992.020 SHS JPM MANAGED INC FD P 19920 19960 -40 -40 916.590 SHS DOUBLELINE TOTL RET P 10000 10403 -403 -403 1200 SHS ISHARES MCSI EAFE INDEX FUND P 67722 75915 -8193 -8193 677.323 SHS DODGE & COX INTL STOCK P 25000 29294 -4294 -4294 90 SHS VANGUARD FTSE EUROPE ETF P 4237 4962 -725 -725 33 SHS VANGUARD FTSE EUROPE ETF P 1552 1819 -267 -267 46 SHS VANGUARD FTSE EUROPE ETF P 2191 2535 -344 -344 22000 SHS GS NOTE OF NOTES EAFE BSKT P 21696 21780 -84 -84 37 SHS VANGUARD FTSE EUROPE ETF P 1761 2039 -278 -278 92 SHS VANGUARD FTSE EUROPE ETF P 4377 5071 -694 -694 27 SHS VANGUARD FTSE EUROPE ETF P 1285 1488 -203 -203 1188.300 SHS DOUBLELINE TOTL RET P 13000 13481 -481 -481 1025 SHS DEUTSCHE X-TRACKERS MCSI EAF P 26280 31014 -4734 -4734 635 SHS ISHARES MCSI EAFE INDEX FUND P 36496 40172 -3676 -3676 65 SHS DEUTSCHE X-TRACKERS MSCI EAF P 1675 1967 -292 -292 165 SHS DEUTSCHE X-TRACKERS MSCI EAF P 4249 4992 -743 -743 477 SHS DEUTSCHE X-TRACKERS MSCI EAF P 12292 14130 -1838 -1838 343 SHS DEUTSCHE X-TRACKERS MSCI EAF P 8835 10123 -1288 -1288 7580.778 SHS JPM SHORT DURATION BD FD P 82602 81673 929 929 7580.778 SHS JPM SHORT DURATION BD FD P 28 28 28 SHORT TERM CAPITAL LOSS FROM PASSTHROUGHS P -3788 -3788 LONG TERM CAPITAL GAINS FROM PASSTHROUGHS P 12114 12114 CAPITAL GAINS DIVIDENDS P 7677 7677 7677 -13607 0 80714 1965812 0.041059 85700 2006849 0.042704 275861 2013529 0.137004 205778 1921708 0.107081 115777 1419154 0.081582 0.409430 0.081886 1948901 159588 153 159741 79258 306 0 306 0 306 3269 3269 2963 2963 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A WARREN P WILLIAMSON III TRUSTEE 3305335786 8399 TIPPECANOE ROAD CANFIELD OH 44406 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1978580 0 0 1978580 0 0 1978580 29679 1948901 97445 97445 306 306 97139 0 97139 0 97139 79258 0 79258 0 79258 97139 0 0 36004 112435 176393 324832 79258 0 0 0 79258 0 17881 17881 306951 0 0 0 0 0 0 18123 288828 112435 176393 MARTHA STEWART LOWRY STEWART X 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 78758 79258 0 14 340 14 38187 18 -13607 0 24920 0 24920 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 7444 7444 0 SCHEDULE B 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. JP MORGAN - GENERAL (INVESTMENTS IN PARTNERSHIPS) FMV 180872 180872 JP MORGAN INVESTMENTS (MVHS) FMV 1732546 1732546 NONDEDUCTIBLE EXPENSES FROM JP MORGAN SCHEDULES K-1 119 OHIO FILING FEE 200 0 0 NET UNREALIZED GAIN ON MARKETABLE SECURITIES 125445 ASSET MANAGEMENT FEES 10853 10853 0 OTHER FEES FROM PASSTHROUGH ENTITIES 4715 4715 0 EXCISE TAX 306 0 0