Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
WILLIAMS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)212 E THIRD STREET STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452025500
A Employer identification number

31-6032504
B Telephone number (see instructions)

(512) 719-4262
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,154,973J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 63,768
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 404,676 406,080  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 316,198
b Gross sales price for all assets on line 6a 1,981,997
7 Capital gain net income (from Part IV, line 2)... 316,198
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......   16,367  
12 Total. Add lines 1 through 11........ 784,642 738,645  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,300 650   650
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 59,859 59,859   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,094 1,399   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 923 364   910
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,176 62,272 0 1,560
25 Contributions, gifts, grants paid....... 479,500 479,500
26 Total expenses and disbursements. Add lines 24 and 25 543,676 62,272 0 481,060
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 240,966
b Net investment income (if negative, enter -0-) 676,373
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 206,222 22,069 22,069
2 Savings and temporary cash investments......... 115,368 64,861 64,861
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,419,671 9,736,954 13,068,043
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,678   0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,746,939 9,823,884 13,154,973
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 9,540,717 9,727,526
28 Paid-in or capital surplus, or land, bldg., and equipment fund 206,222 22,069
29 Retained earnings, accumulated income, endowment, or other funds   74,289
30 Total net assets or fund balances (see instructions)..... 9,746,939 9,823,884
31 Total liabilities and net assets/fund balances (see instructions). 9,746,939 9,823,884
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,746,939
2
Enter amount from Part I, line 27a .....................
2
240,966
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,987,905
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
164,021
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,823,884
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1280. MAXIM INTEGRATED PRODS INC COM   2014-06-05 2018-01-05
b 995. ENBRIDGE INC SEDOL 2478906   2013-09-13 2018-01-26
c 700. HASBRO INC   2015-01-23 2018-01-26
d 1645. MERCK & CO INC   2011-12-14 2018-02-13
e 480. ENBRIDGE INC SEDOL 2478906   2013-09-13 2018-03-09
1415. EXXON MOBIL CORP   2017-01-20 2018-03-09
575. MICROSOFT CORP     2018-03-09
415. PUBLIC STORAGE INC   2015-07-20 2018-03-14
895. VENTAS INC     2018-03-14
1265. ENBRIDGE INC SEDOL 2478906     2018-03-26
2235. ENBRIDGE INC SEDOL 2478906     2018-04-05
1220. PEPSICO INC COM     2018-04-20
200. ABBVIE INC   2017-11-01 2018-05-04
230. ALTRIA GROUP INC   2016-01-26 2018-05-04
250. BB&T CORP   2017-06-08 2018-05-04
50. HASBRO INC   2015-01-23 2018-05-04
125. HONEYWELL INTL INC   2017-07-21 2018-05-04
200. J P MORGAN CHASE & CO COM   2017-07-21 2018-05-04
1280. MAXIM INTEGRATED PRODS INC COM   2014-06-05 2018-06-04
530. HASBRO INC   2015-01-23 2018-06-15
1140. PHILIP MORRIS INTERNAT-W/I     2018-07-13
755. WEC ENERGY GROUP INC     2018-07-13
565. MICROSOFT CORP   2013-01-17 2018-07-26
1400. VENTAS INC     2018-07-26
813. PHILIP MORRIS INTERNAT-W/I     2018-08-10
17. TEXAS INSTRS INC COM   2017-01-24 2018-08-10
400. TEXAS INSTRS INC COM   2017-10-30 2018-08-10
837. PHILIP MORRIS INTERNAT-W/I   2010-09-29 2018-08-24
485. VENTAS INC   2014-08-01 2018-08-24
1500. AIR TRANSPORT SERVICES GROUP     2018-09-07
290. GARRETT MOTION INC-WI     2018-10-19
.332 RESIDEO TECHNOLOGIES INC-W/I   2017-01-06 2018-11-01
640. ABBVIE INC     2018-11-16
865. ALTRIA GROUP INC   2016-01-26 2018-11-16
483. RESIDEO TECHNOLOGIES INC-W/I     2018-11-16
622. HASBRO INC   2015-01-23 2018-11-30
1185. VENTAS INC     2018-12-13
120. ABBOTT LABORATORIES INC   2016-07-07 2018-12-14
90. ABBVIE INC   2017-07-21 2018-12-14
50. AMGEN INC   2017-10-17 2018-12-14
240. BB&T CORP   2017-06-08 2018-12-14
300. CISCO SYS INC COM   2017-05-17 2018-12-14
70. CROWN CASTLE INTL CORP   2015-12-07 2018-12-14
60. HOME DEPOT INC COM   2015-02-25 2018-12-14
70. HONEYWELL INTL INC   2017-07-21 2018-12-14
130. J P MORGAN CHASE & CO COM   2017-07-21 2018-12-14
70. JOHNSON & JOHNSON COM   2016-01-28 2018-12-14
30. LOCKHEED MARTIN CORP   2017-06-08 2018-12-14
60. MCDONALDS CORP COM   2018-09-25 2018-12-14
140. MICROSOFT CORP   2013-01-17 2018-12-14
80. NEXTERA ENERGY INC   2017-02-14 2018-12-14
80. PEPSICO INC COM   2017-02-14 2018-12-14
60. SEMPRA ENERGY   2018-07-13 2018-12-14
120. TEXAS INSTRS INC COM   2017-01-24 2018-12-14
110. WEC ENERGY GROUP INC     2018-12-14
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 68,656   44,974 23,682
b 38,125   33,584 4,541
c 66,238   37,652 28,586
d 90,597   58,058 32,539
e 15,230   16,201 -971
105,660   120,869 -15,209
54,675   23,911 30,764
81,064   82,999 -1,935
44,438   57,944 -13,506
37,731   40,009 -2,278
69,788   61,900 7,888
126,568   130,006 -3,438
19,916   18,273 1,643
12,990   13,642 -652
12,992   10,646 2,346
4,281   2,689 1,592
17,702   17,067 635
21,214   18,244 2,970
76,600   44,974 31,626
48,149   28,508 19,641
94,496   102,230 -7,734
49,121   37,780 11,341
62,299   15,428 46,871
81,253   78,081 3,172
67,470   59,924 7,546
1,899   1,303 596
44,675   38,684 5,991
66,861   47,063 19,798
28,442   27,046 1,396
30,690   33,068 -2,378
4,192   3,876 316
7   7  
57,916   55,286 2,630
49,131   51,306 -2,175
10,361   10,950 -589
58,276   33,456 24,820
74,942   63,612 11,330
8,546   4,969 3,577
7,768   6,751 1,017
9,678   9,136 542
11,033   10,220 813
13,950   10,278 3,672
7,962   6,010 1,952
10,486   7,003 3,483
9,682   9,172 510
13,150   11,859 1,291
9,700   7,155 2,545
8,690   8,338 352
11,078   9,935 1,143
15,264   3,823 11,441
14,441   10,034 4,407
9,261   8,499 762
7,028   6,971 57
11,492   9,195 2,297
8,143   5,201 2,942
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       23,682
b       4,541
c       28,586
d       32,539
e       -971
      -15,209
      30,764
      -1,935
      -13,506
      -2,278
      7,888
      -3,438
      1,643
      -652
      2,346
      1,592
      635
      2,970
      31,626
      19,641
      -7,734
      11,341
      46,871
      3,172
      7,546
      596
      5,991
      19,798
      1,396
      -2,378
      316
       
      2,630
      -2,175
      -589
      24,820
      11,330
      3,577
      1,017
      542
      813
      3,672
      1,952
      3,483
      510
      1,291
      2,545
      352
      1,143
      11,441
      4,407
      762
      57
      2,297
      2,942
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 316,198
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 394,500 12,559,460 0.031411
2016 968,852 11,187,079 0.086605
2015 235,550 10,795,299 0.02182
2014 397,025 10,480,371 0.037883
2013 391,450 9,209,582 0.042505
2
Total of line 1, column (d) .....................
2
0.220224
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.044045
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
13,793,894
5
Multiply line 4 by line 3......................
5
607,552
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,764
7
Add lines 5 and 6........................
7
614,316
8
Enter qualifying distributions from Part XII, line 4,.............
8
481,060
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 13,527
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,527
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,527
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 12,462
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 940
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,402
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 125
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-9161

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LAWRENCE H KYTE JR TRUSTEE
    1     		400    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    MARY W CLAUDER TRUSTEE
    1     		100    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    RICHARD F WILLIAMS TRUSTEE
    1     		200    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    RYAN KYTE TRUSTEE
    1     		200    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    SHARON W FRISBIE TRUSTEE
    1     		100    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    THOMAS L WILLIAMS TRUSTEE
    1     		100    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    W JOSEPH WILLIAMS JR TREASURER
    1     		200    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,944,576
    b
    Average of monthly cash balances.......................
    1b
    59,377
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,003,953
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    14,003,953
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    210,059
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,793,894
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    689,695
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    689,695
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    13,527
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,527
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    676,168
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    676,168
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    676,168
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    481,060
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    481,060
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    481,060
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 676,168
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 189,028
    e From 2017...... 0
    fTotal of lines 3a through e........ 189,028
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 481,060
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 481,060
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 189,028 189,028
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		6,080
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BEECHWOOD HOME
    2140 POGUE AVE
    CINCINNATI,OH45208     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    CINCINNATI OPERA ASSOCIATION
    1243 ELM ST
    CINCINNATI,OH45202     		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000
    ST MARGARET HALL
    1960 MADISON RD
    CINCINNATI,OH45206     		N/A PUBLIC CHARITY GENERAL SUPPORT 3,500
    STEPPING STONES CENTER
    5650 GIVEN RD
    CINCINNATI,OH45243     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    CAMPING EDUCATION FOUNDATION
    3515 MICHIGAN AVENUE
    CINCINNATI,OH45208     		NONE PC GENERAL SUPPORT 500
    CHARACTER AND COURAGE FOUNDATION
    9366 MONTGOMERY ROAD
    CINCINNATI,OH45242     		NONE PC GENERAL SUPPORT 500
    CHOSEN & DEARLY LOVED FOUNDATION
    16301 NE 8TH STREET
    BELLEVUE,WA98008     		NONE PC GENERAL SUPPORT 3,000
    CHRIST HOSPITAL - HEART & VASCULAR
    CENTER
    2139 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC GENERAL SUPPORT 10,000
    CINCINNATI CHILDREN'S HOSPITAL
    MEDICAL CENTER
    3333 BURNET AVENUE
    CINCINNATI,OH45229     		NONE PC GENERAL SUPPORT 250
    CINCINNATI PARKS FOUNDATION
    421 OAK STREET
    CINCINNATI,OH45219     		NONE PC GENERAL SUPPORT 500
    CINCINNATI SYNCHROGATOR PARENT
    ASSOCIATION
    1201 RETSWOOD DRIVE
    LOVELAND,OH45140     		NONE PC GENERAL SUPPORT 1,000
    GRASS ROOTS OHIO LLC
    2330 VICTORY PARKWAY
    CINCINNATI,OH45206     		NONE PC GENERAL SUPPORT 10,000
    LIVING WITH CHANGE
    655 PLUM STREET
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 750
    PROKIDS
    2605 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PC GENERAL SUPPORT 2,500
    SISTERS OF NOTRE DAME DE NEMUR
    701 E COLUMBIA AVENUE
    CINCINNATI,OH45215     		NONE PC GENERAL SUPPORT 500
    ST JUDE CHILDREN'S RESEARCH
    HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NONE PC GENERAL SUPPORT 1,250
    STRENGTH THROUGH EMPOWERING
    PEOPLE
    118 CHAPEL HILL DRIVE
    FAIRFIELD,OH45014     		NONE PC GENERAL SUPPORT 7,000
    SUMMIT PARENTS ACCOCIATION
    2161 GRANDIN ROAD
    CINCINNATI,OH45208     		NONE PC GENERAL SUPPORT 250
    TEACH FOR AMERICA
    3500 LORAIN AVENUE
    CLEVELAND,OH44113     		NONE PC GENERAL SUPPORT 5,000
    THE CHILDREN'S HOME
    5050 MADISON ROAD
    CINCINNATI,OH45227     		NONE PC GENERAL SUPPORT 32,500
    THE SPRINGER SCHOOL
    2121 MADISON ROAD
    CINCINNATI,OH45208     		NONE PC GENERAL SUPPORT 1,000
    THE TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		NONE PC GENERAL SUPPORT 1,000
    URBAN LAND INSTITUTE
    136 SOUTH KEOWEE STREET
    DAYTON,OH45402     		NONE PC GENERAL SUPPORT 5,000
    BOYS AND GIRLS CLUB OF GREATER
    CINCINNATI
    600 DALTON AVE
    CINCINNATI,OH45203     		N/A PC GENERAL SUPPORT 41,250
    CISE FUND
    100 EAST EIGHTH STREET
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 34,000
    CHATFIELD COLLEGE
    1800 LOGAN ST
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 6,250
    CINCINNATI ART MUSEUM
    EDON PARK
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 9,000
    CINCINNATI SHAKESPEARE COMPANY
    719 RACE STREET
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 5,000
    CINCINNATI ZOO & BOTANICAL
    GARDENS
    3400 VINE ST
    CINCINNATI,OH45220     		N/A PC GENERAL SUPPORT 1,000
    FIRST STEP HOME
    2211 FULTON AVE
    CincinnatI,OH45206     		N/A PC GENERAL SUPPORT 10,000
    PREGNANCY CENTER EAST
    3944 EDWARDS ROAD
    CINCINNATI,OH45209     		N/A PC GENERAL SUPPORT 5,000
    ST XAVIER HIGH SCHOOL
    600 W NORTH BEND ROAD
    Cincinnati,OH45224     		N/A PC SCHOLARSHIPS 2,500
    SUMMIT COUNTRY DAY SCHOOL
    2161 GRANDIN RD
    CINCINNATI,OH45208     		N/A PC GENERAL SUPPORT 25,500
    TALBERT HOUSE FOUNDATION
    2600 VICTORY PARKWAY
    CINCINNATI,OH45206     		N/A PC GENERAL SUPPORT 7,500
    THE PROSPECT HOUSE
    682 HAWTHORNE AVE
    CINCINNATI,OH45205     		N/A PC GENERAL SUPPORT 500
    UNITED WAY
    2400 READING ROAD
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 20,000
    XAVIER UNIVERSITY
    3800 VICTORY PARKWAY
    CINCINNATI,OH45206     		N/A PC GENERAL SUPPORT 192,000
    HOMELESS TO HOMES PLAN
    2368 VICTORY PARKWAY
    CINCINNATI,OH45206     		N/A PC GENERAL SUPPORT 5,000
    LITTLE SISTERS OF THE POOR
    2411 476 RIDDLE ROAD
    Cincinnati,OH45220     		N/A PC GENERAL SUPPORT 1,000
    MERCY HOSPITAL FOUNDATION
    1701 MERCY HEALTH PLACE
    CINCINNATI,OH45237     		N/A PC GENERAL SUPPORT 20,000
    XAVIER UNIVERSITY AWARD - CADET
    ERIC C STAFFORD
    3800 VICTORY PARKWAY
    CINCINNATI,OH45206     		N/A PUBLIC CHARITY SCHOLARSHIP 500
    YMCA OF GREATER CINCINNATI
    1105 ELM STREET
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 3,000
    Total .................................bullet 3a 479,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 404,676  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 316,198  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   720,874  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    720,874
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    WILLIAMS FOUNDATION
     
    Employer identification number

    31-6032504
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    WILLIAMS FOUNDATION
          		Employer identification number
    31-6032504
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    LESS THAN 5 000 PER PERSON 4  
    212 EAST THIRD ST SUITE 300
     
    CINCINNATI, OH45202

    		$ 600


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    LAWRENCE H KYTE JR  
    C/O DINSMORE SHOHL LLP
    255 EAST 5TH STREET SUITE 190
    CINCINNATI, OH45202

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    MARY W CLAUDER  
    122 EAST THIRD STREET
     
    CINCINNATI, OH45202

    		$ 20,100


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    THOMAS L WILLIAMS  
    212 EAST THIRD STREET
     
    CINCINNATI, OH45202

    		$ 33,068


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    WILLIAMS FOUNDATION
          		Employer identification number

    31-6032504
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 1,500 SHS OF AIR TRANSPORT SERVICES GROUP $ 33,045 2018-05-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    WILLIAMS FOUNDATION
          		Employer identification number

    31-6032504
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 OtherDecreasesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Description Amount
    DIFF BETWEEN SECURITIES REC/DELIVERED 164,021


    TY 2018 OtherExpensesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 710 0   710
    STATE FILING FEES 200 0   200
    ADR SERVICE FEES 13 13   0
    PARTNERSHIP - EXPENSE   351   0


    TY 2018 OtherIncomeSchedule2
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MULTIPLE PARTNERSHIPS   16,367  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 11,021 11,021    
    NON PNC INVESTMENT MANAGEMENT 48,838 48,838    


    TY 2018 SubstantialContributorsSch
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Name Address
    THOMAS L WILLIAMS 212 EAST THIRD STREET
    CINCINNATI,OH45202


    TY 2018 TaxesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,399 1,399   0
    FEDERAL ESTIMATES - PRINCIPAL 695 0   0