WILLIAMS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS FOUNDATION (EIN 31-6032504)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-21
- IRS object ID
- 202612649349100416
- Schema version
- 2025v4.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-21T11:06:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9987 CARVER ROAD SUITE 200 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5137212744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST THIRD STREET 300 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JOSEPH WILLIAMS JR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5137212744 | PhoneNum |
| Signature | 2026-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA JANE EVANS | PreparerPersonNm |
| PTIN | P00840699 | PTIN |
| Phone | 5134836699 | PhoneNum |
| Preparation | 2026-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,635,094 | 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 | $126,889 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $536,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $536,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,939,709 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,598,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,939,709 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,602,692 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,475,803 | 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 | $13,579 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,579 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,388 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,254 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $540 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,022 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,579 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,479,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,479,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,595,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,022 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,493,159 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,007,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,401,781 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $194,157 | CashBOYAmt |
| Cash EOY | $174,942 | CashEOYAmt |
| Cash EOYFMV | $174,942 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,926 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,203,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,253,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,453,226 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,450,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,435,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,635,094 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $241 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,449,950 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,435,089 | 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 | $12,449,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,435,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,450,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,435,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,449,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,007,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,457,301 | SubtotalAmt |
| Other Decreases | $22,212 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,435,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SCHWAB | $835,448 | $901,079 | -$65,631 | -$65,631 |
| PUBLICLY TRADED SECURITIES - SCHWAB | $5,763,531 | $3,758,191 | $2,005,340 | $2,005,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,939,709 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,385 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,385 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,432 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,432 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $439 | EsPenaltyAmt |
| Overpayment | $51,608 | OverpaymentAmt |
| Applied To ES Tax | $51,608 | 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 | 0 | 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 | NORTH AMERICAN PROPERTIES | IndividualWithBooksNm |
| Phone | 5137212744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST THIRD STREET SUITE 300 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE H KYTE JR | ||||||||
| 212 EAST THIRD STREET SUITE 300 | CINCINNATI | OH | 45202 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RYAN KYTE | ||||||||
| 212 EAST THIRD STREET SUITE 300 | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS L WILLIAMS | ||||||||
| 212 EAST THIRD STREET SUITE 300 | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| W JOSEPH WILLIAMS JR | ||||||||
| 212 EAST THIRD STREET SUITE 300 | CINCINNATI | OH | 45202 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RICHARD F WILLIAMS | ||||||||
| 212 EAST THIRD STREET SUITE 300 | CINCINNATI | OH | 45202 | TREASURER | 1.00 | $0 | $0 | $0 |
| CAROLYN A PICHARDO | ||||||||
| 212 EAST THIRD STREET SUITE 300 | CINCINNATI | OH | 45202 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAELA FRISBIE FACCHINEI | ||||||||
| 212 EAST THIRD STREET SUITE 300 | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | $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 | $20,907,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,078,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,078,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,762,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,038,132 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,038,132 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,385 | TotalTaxAmt |
| Distributable Before Adj | $1,004,747 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,004,747 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,004,747 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,493,159 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,493,159 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,004,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $32,473 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $354,248 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $95,513 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $482,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,493,159 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,004,747 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $488,412 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $970,646 | 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 | $970,646 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,473 | ExcessFromYear4Amt |
| Excess From Year3 | $354,248 | ExcessFromYear3Amt |
| Excess From Year1 | $95,513 | ExcessFromYear1Amt |
| Excess From Current Year | $488,412 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1N5 | ||||||
| 3975 ERIE AVE | CINCINNATI | OH | 45208 | PC | TO FURTHER CHARITABLE WORKS | $25,000 |
| AMERICAS RIVER ROOT EXPERIENCE | ||||||
| 425 WALNUT STREET | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $25,000 |
| ARTSWAVE | ||||||
| 20 EAST CENTRAL PKWY STE 200 | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $10,000 |
| BEECHWOOD HOME | ||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | PC | TO FURTHER CHARITABLE WORKS | $2,500 |
| BIG BROTHERS BIG SISTERS FOUNDATION OF GREATER CINCINNATI | ||||||
| 615 ELSINORE PL SUITE 950 | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $2,500 |
| BLOC MINISTRIES | ||||||
| 911 W 8TH STREET | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $25,000 |
| BOYS AND GIRLS CLUB | ||||||
| 1205 DEWEY AVE | CINCINNATI | OH | 45205 | PC | TO FURTHER CHARITABLE WORKS | $170,000 |
| CANCER FREE KIDS | ||||||
| 615 ELSINORE PL SUITE 950 | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $2,000 |
| CHILDREN'S HOME OF CINCINNATI DBA BEST POINT | ||||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | PC | TO FURTHER CHARITABLE WORKS | $75,000 |
| CINCINNATI ART MUSEUM | ||||||
| 953 EDEN PARK DR | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $15,000 |
| CINCINNATI BALLET | ||||||
| 1801 GILBERT AVE | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $25,000 |
| CINCINNATI CANCER ADVISORS | ||||||
| 4805 MONTGOMERY RD 130 | CINCINNATI | OH | 45212 | PC | TO FURTHER CHARITABLE WORKS | $100,000 |
| CINCINNATI PARKS FOUNDATION | ||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | TO FURTHER CHARITABLE WORKS | $1,000 |
| CISE | ||||||
| 100 EAST 8TH STREET | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $66,500 |
| COMMUNITY MATTERS CINCINNATI INC | ||||||
| 2104 ST MICHAEL ST | CINCINNATI | OH | 45204 | PC | TO FURTHER CHARITABLE WORKS | $25,000 |
| EASTERSEALS TRISTATE | ||||||
| 4401 SCHRODER DR | CINCINNATI | OH | 45217 | PC | TO FURTHER CHARITABLE WORKS | $25,000 |
| FREESTORE FOODBANK | ||||||
| 3401 ROSENTHAL WAY | CINCINNATI | OH | 45204 | PC | TO FURTHER CHARITABLE WORKS | $30,000 |
| GOOD SAMARITAN FOUNDATION | ||||||
| 375 DIXMYTH AVE | CINCINNATI | OH | 45220 | PC | TO FURTHER CHARITABLE WORKS | $20,000 |
| JOY OUTDOOR EDUCATION CENTER FOUNDATION INC - CAMP JOY | ||||||
| 10117 OLD 3-C HWY PO BOX 417 | CLARKSVILLE | OH | 45113 | PC | TO FURTHER CHARITABLE WORKS | $15,000 |
| KEEP CINCINNATI BEAUTIFUL | ||||||
| 1115 BATES AVE | CINCINNATI | OH | 45225 | PC | TO FURTHER CHARITABLE WORKS | $50,000 |
| LINDNER CENTER OF HOPE | ||||||
| 4075 OLD WESTERN ROW RD | MASON | OH | 45040 | PC | TO FURTHER CHARITABLE WORKS | $50,000 |
| MATTHEW 25 MINISTRIES | ||||||
| 11060 KENWOOD RD | BLUE ASH | OH | 45242 | PC | TO FURTHER CHARITABLE WORKS | $35,000 |
| MELANOMA KNOW MORE | ||||||
| 1916 CENTRAL PKWY | CINCINNATI | OH | 45214 | PC | TO FURTHER CHARITABLE WORKS | $5,000 |
| OHIO JUSTICE & POLICY CENTER | ||||||
| 215 E 9TH ST | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $5,000 |
| PROKIDS | ||||||
| 222 W 7TH ST | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $75,000 |
| SAM HUBBARD FOUNDATION | ||||||
| PO BOX 8005 | CINCINNATI | OH | 45208 | PC | TO FURTHER CHARITABLE WORKS | $6,000 |
| SCOUTING AMERICA | ||||||
| 10078 READING RD | CINCINNATI | OH | 45241 | PC | TO FURTHER CHARITABLE WORKS | $50,000 |
| SUMMIT COUNTRY DAY SCHOOL | ||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | PC | TO FURTHER CHARITABLE WORKS | $61,000 |
| ST VINCENT DE PAUL | ||||||
| 1065 READING RD | MASON | OH | 45040 | PC | TO FURTHER CHARITABLE WORKS | $25,000 |
| STEPPING STONES | ||||||
| 5650 GIVEN RD | CINCINNATI | OH | 45243 | PC | TO FURTHER CHARITABLE WORKS | $10,000 |
| TAFT MUSEUM OF ART | ||||||
| 316 PIKE STREET | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $50,000 |
| TALBERT HOUSE | ||||||
| 2600 VICTORY PKWY | CINCINNATI | OH | 45206 | PC | TO FURTHER CHARITABLE WORKS | $45,000 |
| THE ANGELICO PROJECT | ||||||
| 2136 CHAMBER CENTER DR | LAKESIDE PARK | KY | 41017 | PC | TO FURTHER CHARITABLE WORKS | $10,000 |
| THE BRIDGE ADAPTIVE SPORTS AND RECREATION | ||||||
| 1614 WESTMORELAND AVE | CINCINNATI | OH | 45223 | PC | TO FURTHER CHARITABLE WORKS | $25,000 |
| THE CHILDREN'S THEATRE OF CINCINNATI | ||||||
| 4015 RED BANK RD | CINCINNATI | OH | 45227 | PC | TO FURTHER CHARITABLE WORKS | $5,580 |
| THE CHRIST HOSPITAL | ||||||
| 2139 AUBURN AVE | CINCINNATI | OH | 45219 | PC | TO FURTHER CHARITABLE WORKS | $100,000 |
| THE NUXHALL FOUNDATION | ||||||
| 4850 GROH LN | FAIRFIELD | OH | 45014 | PC | TO FURTHER CHARITABLE WORKS | $2,500 |
| THE STEVEN DRONSFIELD FOUNDATION | ||||||
| 10005 FLETCHER RD | CAMP DENNISON | OH | 45111 | PC | TO FURTHER CHARITABLE WORKS | $2,500 |
| UNITED WAY | ||||||
| 2400 READING RD | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $88,000 |
| XAVIER JESUIT ACADEMY | ||||||
| 1601 CALIFORNIA AVE | CINCINNATI | OH | 45237 | PC | TO FURTHER CHARITABLE WORKS | $7,000 |
| BLUE LINE FOUNDATION | ||||||
| 1900 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | PC | TO FURTHER CHARITABLE WORKS | $50,000 |
| ST XAVIER HIGH SCHOOL | ||||||
| 600 NORTH BEND RD | CINCINNATI | OH | 45224 | PC | TO FURTHER CHARITABLE WORKS | $60,000 |
| XAVIER UNIVERSITY COLONEL CF WILLIAMS AWARD | ||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | PC | SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,479,580 | 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 | $44 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $536,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,939,709 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,475,803 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,475,803 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| W JOSEPH WILLIAMS JR | |||||||
| 1 | 212 EAST THIRD ST | CINCINNATI | OH | 45202 | $50,684 | Yes (X) | |
| LAWRENCE H KYTE JR | |||||||
| 2 | 212 EAST THIRD ST | CINCINNATI | OH | 45202 | $24,000 | Yes (X) | |
| THOMAS L WILLIAMS | |||||||
| 3 | 212 EAST THIRD ST | CINCINNATI | OH | 45202 | $19,705 | Yes (X) | |
| CAROLYN PICHARDO | |||||||
| 4 | 212 EAST THIRD ST | CINCINNATI | OH | 45202 | $20,000 | Yes (X) | |
| RICHARD WILLIAMS | |||||||
| 5 | 212 EAST THIRD ST | CINCINNATI | OH | 45202 | $12,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 115 SHS ABBVIE | NoncashPropertyDesc |
| Fair Market Value | $19,705 | FairMarketValueAmt |
| Received | 2025-01-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $13,579 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,579 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL REQUIRES THAT CHARITABLE ORGANIZATIONS OPERATING OR ORGANIZED WITHIN THE STATE SUBMIT AN ANNUAL REGISTRATION THROUGH AN ONLINE PORTAL THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS REGISTRATION IS COMPLETED AS REQUIRED IN LIEU OF FURNISHING A COPY OF THE FORM 990-PF TO COMPLY WITH THE SPECIFIC REPORTING INSTRUCTIONS OF THE STATE OF OHIO. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $360,002 | $1,008,555 |
| ACCENTURE PLC IRELAND | $399,484 | $398,425 |
| APOLLO GLOBAL MGT INC | $207,085 | $223,365 |
| AUTO DATA PROCESSING | $167,408 | $416,198 |
| BROADCOM INC | $79,312 | $1,089,869 |
| CHEVRON CORP | $352,458 | $477,805 |
| CISCO SYSTEMS INC | $233,143 | $380,451 |
| CME GROUP INC | $269,818 | $343,535 |
| CORNING INC | $113,016 | $273,888 |
| DARDEN RESTAURANTS INC | $158,023 | $164,146 |
| EATON CORP PLC F | $124,262 | $398,137 |
| ELI LILLY AND CO | $124,125 | $1,231,583 |
| EXXON MOBIL CORP | $425,447 | $446,341 |
| FASTENAL CO | $95,588 | $138,007 |
| GARMIN LTD | $107,473 | $104,873 |
| GENERAL DYNAMICS CORP | $398,015 | $439,678 |
| HARTFORD INS GROUP | $319,069 | $376,056 |
| HOME DEPOT INC | $175,073 | $478,643 |
| ILLINOIS TOOL WORKS | $117,953 | $254,182 |
| JOHNSON & JOHNSON | $849,198 | $1,140,915 |
| JPMORGAN CHASE & CO | $409,174 | $701,151 |
| KINDER MORGAN INC | $137,468 | $207,769 |
| LINDE PLC | $108,464 | $110,009 |
| LOCKHEED MARTIN CORP | $87,920 | $349,210 |
| MARSH & MC LENNAN CO | $112,640 | $273,085 |
| MCDONALDS CORP | $354,940 | $593,228 |
| MICROSOFT CORP | $508,258 | $961,920 |
| MONDELEZ INTL CLASS A | $569,225 | $560,370 |
| NEXTERA ENERGY INC | $171,843 | $616,470 |
| ONEOK INC NEW | $186,108 | $168,241 |
| PAYCHEX INC | $151,500 | $287,181 |
| PEPSICO INC | $183,419 | $293,498 |
| PHILLIPS 66 | $154,017 | $146,766 |
| PNC FINL SERVICES | $313,422 | $453,570 |
| PPL CORP | $317,847 | $369,251 |
| PROCTER & GAMBLE | $602,903 | $647,188 |
| RTX CORP | $126,455 | $235,852 |
| SEMPRA | $240,394 | $374,703 |
| TAIWAN SEMICONDUCTOR M F | $474,178 | $505,369 |
| TARGA RES CORP | $233,514 | $256,640 |
| TE CONNECTIVITY PLC | $257,862 | $402,693 |
| TEXAS INSTRUMENTS | $45,527 | $129,077 |
| TRAVELERS COMPANIES | $509,994 | $771,560 |
| UNION PAC CORP | $149,212 | $144,112 |
| UNITEDHEALTH GROUP INC | $346,266 | $371,374 |
| W E C ENERGY GROUP INC | $169,836 | $293,179 |
| WILLIAMS COS INC | $359,593 | $631,816 |
| ST STERT SPDR BLMBG | $104,296 | $104,174 |
| AVALONBAY CMNTYS INC | $355,605 | $325,814 |
| VICI PPTYS INC | $435,389 | $383,304 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD BASIS ADJUSTMENT | Desc |
| Amt | $22,212 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $518 | $518 | $0 |
| SOFTWARE | $22 | $22 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $73,388 | Amt |
| Net Investment Income | $73,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $27,960 | $0 | $0 |
| STATE INCOME TAX | $200 | $0 | $0 |
| FOREIGN TAX | $94 | $94 | $0 |
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