WILLIAMS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS FOUNDATION (EIN 31-6032504)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201403159349100400
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T07:07:03-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8006228036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE H KYTE JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8006228036 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R KULLANDER | PreparerPersonNm |
| PTIN | P00047335 | PTIN |
| Phone | 8006628036 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,155,330 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $143,650 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $313,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $313,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $612,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,891,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $612,757 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,070,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $926,436 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,511 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,511 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,065 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $877 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $677 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $468,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $391,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $601,958 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $874,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $189,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $191,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,671 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,644,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,255,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,947,444 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $16,576 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,215 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,851,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,463,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,155,330 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,851,306 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,463,161 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,851,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,463,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,851,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,463,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,851,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $601,958 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,897 | OtherIncreasesAmt |
| Subtotal | $7,463,161 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,463,161 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,891,913 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,279,156 | CostOrOtherBasisAmt |
| Gain Or Loss | $612,757 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $612,757 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $612,757 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $286,990 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,132,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035291 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $686,828 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,302,175 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094058 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $187,513 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,552,469 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028617 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $417,672 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,837,982 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071544 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $415,092 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,247,050 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057277 | DistributionYr5Rt |
| Total Distribution | 0.286787 | TotalDistributionRt |
| Average Distribution | 0.057357 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,209,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $528,234 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,745 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $536,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $391,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,490 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,490 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,642 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $49,642 | TotalPaymentsAndCreditsAmt |
| Overpayment | $32,152 | OverpaymentAmt |
| Applied To ES Tax | $32,152 | 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 | WWW.PNC.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006228036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HELEN D WILLIAMS | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $200 | $0 | $0 |
| MARY W CLAUDER | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $200 | $0 | $0 |
| LAWRENCE H KYTE JR | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $300 | $0 | $0 |
| W JOSEPH WILLIAMS JR | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $300 | $0 | $0 |
| THOMAS L WILLIAMS | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $200 | $0 | $0 |
| SHARON W FRISBIE | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROL W JODAR | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RYAN KYTE | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $200 | $0 | $0 |
| RICHARD F WILLIAMS | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $100 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,349,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,349,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,349,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,209,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $460,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $460,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,490 | TotalTaxAmt |
| Distributable Before Adj | $442,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $442,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $442,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $391,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $391,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $391,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $442,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $94,895 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $334,013 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $428,908 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $391,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $391,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $51,539 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $51,539 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $377,369 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $377,369 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,356 | ExcessFromYear4Amt |
| Excess From Year2 | $334,013 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALCOHOLISM COUNCIL | |||||||
| 2828 VERNON PLACE | CINCINNATI | OH | 45219 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $12,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 5211 MADISON RD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY SUITE 200 | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $6,500 |
| BEECHWOOD HOME | |||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| BOYS & GIRLS CLUB | |||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,900 |
| CATHOLIC INNERCITY SCHOOL EDUCATION FUND | |||||||
| 100 EAST EIGHTH ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $33,500 |
| CHATFIELD COLLEGE | |||||||
| 1800 LOGAN ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $600 |
| CHILDREN'S HOME | |||||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $18,000 |
| CATHEDRAL BASILICA OF THE ASSUMPTION | |||||||
| 1140 MADISON AVE | COVINGTON | KY | 41011 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| DAN BEARD COUNCIL - BOY SCOUTS OF AMERICA | |||||||
| 2331 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| CINCINNATI PARKS FOUNDATION | |||||||
| 950 EDON PARK DRIVE | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,500 |
| CINCINNATI UNION BETHEL | |||||||
| 300 LYLE ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| IMMACULATE HEART OF MARY CHURCH | |||||||
| 7820 BEECHMONT AVE | CINCINNATI | OH | 45255 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| COMBONI MISSIONARIES | |||||||
| 1318 NAGEL ST | CINCINNATI | OH | 45255 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 476 RIDDLE RD | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST SUITE 200 | WELLESLEYS HILLS | MA | 02481 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| REDS COMMUNITY FUND | |||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HOSPICE OF CINCINNATI | |||||||
| 4310 COOPER RD | CINCINNATI | OH | 45242 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| JESUIT SPIRITUAL CENTER | |||||||
| 5361 S MILFORD RD | MILFORD | OH | 45150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ST URSULA VILLA | |||||||
| 3660 VINEYARD PLACE | CINCINNATI | OH | 45226 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $16,000 |
| ST XAVIER CHURCH | |||||||
| 607 SYCAMORE ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| TALBERT HOUSE FOUNDATION | |||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| UNITED WAY | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $13,500 |
| JUNIOR ACHIEVEMENT | |||||||
| 644 LINN ST SUITE 1024 | CINCINNATI | OH | 45203 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| XAVIER UNIVERSITY AWARD - C F WILLIAMS | |||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| LEADERSHIP SCHOLARS | |||||||
| 1609 MADISON RD | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| MUSICA SACRA CHORUS | |||||||
| PO BOX 43122 | CINCINNATI | OH | 45243 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| MERCY HEALTH PARTNERS | |||||||
| PO BOX 428553 | CINCINNATI | OH | 45242 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| ARTHRITIS FOUNDATION | |||||||
| 4124 MIAMI RD | CINCINNATI | OH | 45243 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ST MARGARET HALL | |||||||
| 1960 MADISON RD | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| SISTERS OF NOTRE DAM DENAMUR | |||||||
| 701 EAST COLUMBIA AVE | CINCINNATI | OH | 45215 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| LADD | |||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| STEPPING STONES CENTER | |||||||
| 5650 GIVEN RD | CINCINNATI | OH | 45243 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| JOEY VOTTO FOUNDATION | |||||||
| PO BOX 531891 | CINCINNATI | OH | 45243 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CINCINNATI ZOO & BOTANICAL GARDENS | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CINCINNATI ART MUSEUM | |||||||
| EDON PARK | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| OCEAN REEF MEDICAL CENTER FOUNDATION | |||||||
| 50 BARRACUDA LA | KEY LARGO | FL | 33037 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HYDE PARK CENTER FOR OLDER ADULTS | |||||||
| 2800 ERIE AVE | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 |
| NATIONAL MS SOCIETY - OHIO VALLEY CHAPTER | |||||||
| 4440 LAKE FOREST DR SUITE 120 | CINCINNATI | OH | 45242 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,750 |
| STARFIRE COUNCIL | |||||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| INTERMOUNTAIN OPERA ASSOCIATION | |||||||
| PO BOX 37 | BOZEMAN | MT | 59771 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 670555 | CINCINNATI | OH | 45267 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $612,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $926,436 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $926,436 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HELEN D WILLIAMS | ||||||
| 1 | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | $133,500 | Yes (X) |
| BJ DEVELOPMENT LLC | ||||||
| 2 | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | $5,000 | Yes (X) |
| LESS THAN 5000 PER PERSON 7 | ||||||
| 3 | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | $5,150 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $675 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $7,255,275 | EOYBookValueAmt |
| EOYFMV | $9,947,444 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $16,215 | BookValueAmt |
| EOYFMV | $16,215 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $200 | $0 | $200 |
| OFFICE EXPENSES | $316 | $316 | $0 |
| R/E TAXES | $75 | $75 | $0 |
| OTHER K-1 EXPENSES | $286 | $286 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR CVA OID ADJUSTMENT | Description |
| Amount | $9,897 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $10,000 | $10,000 | $0 |
| INVESTMENT ADVISORY/CUSTODIAL FEES | $33,511 | $33,511 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $6,315 | $6,315 | $0 |
| ESTIMATED TAXES | $12,000 | $0 | $0 |
| BALANCE DUE PRIOR YEAR | $12,750 | $0 | $0 |
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