Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
B ROBERT WILLIAMSON JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO CHILTON 300 PARK AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100227407
A Employer identification number

45-5374818
B Telephone number (see instructions)

(646) 443-7864
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$1,441,650J Accounting method:
MODIFIED CASH
(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) 326,808
2 Check bullet.............
3 Interest on savings and temporary cash investments 25 25  
4 Dividends and interest from securities... 19,448 19,448  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,958
b Gross sales price for all assets on line 6a 773,599
7 Capital gain net income (from Part IV, line 2)... 32,173
8 Net short-term capital gain.........  
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)....... Click to see attachment 23,217 0  
12 Total. Add lines 1 through 11........ 380,456 51,646  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,406 0   10,406
c Other professional fees (attach schedule).... Click to see attachment 342 342   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,541 41   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 467 0   467
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 41,350 0   41,350
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,106 383   52,223
25 Contributions, gifts, grants paid....... 290,285 290,285
26 Total expenses and disbursements. Add lines 24 and 25 345,391 383   342,508
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,065
b Net investment income (if negative, enter -0-) 51,263
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 77,376 87,468 87,468
2 Savings and temporary cash investments......... 52,379 76,365 76,365
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 45,165 Click to see attachment20,407 20,407
b Investments—corporate stock (attach schedule)....... 857,147 Click to see attachment1,038,050 1,038,050
c Investments—corporate bonds (attach schedule)....... 189,387 Click to see attachment219,360 219,360
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 1,221,454 1,441,650 1,441,650
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,221,454 1,427,735
25 Net assets with donor restrictions............   13,915
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,221,454 1,441,650
30 Total liabilities and net assets/fund balances (see instructions). 1,221,454 1,441,650
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,221,454
2
Enter amount from Part I, line 27a .....................
2
35,065
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
185,131
4
Add lines 1, 2, and 3 ..........................
4
1,441,650
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,441,650
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES      
b LIBERTY BROADBAND CO (LBRDK) 41.000 SHARES D 2019-12-31 2020-01-02
c ALPHABET INC CL A (GOOGL) 12.000 SHARES D 2020-08-20 2020-08-21
d WALT DISNEY CO (DIS) 76.000 SHARES D 2020-08-25 2020-08-26
e
(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 739,746   728,706 11,040
b 5,112   3,121 1,991
c 18,840   5,323 13,517
d 9,901   4,276 5,625
e
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       11,040
b       1,991
c       13,517
d       5,625
e
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 32,173
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 713
c All other domestic foundations enter 1.39% 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........................... 3 713
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- ..... 5 713
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,780
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,780
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,067
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,067 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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletCA, CT, FL, GA, IL, MD, MA, NH, NJ, NY, NC, PA, SC, TN, VA, WA
    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 2020 or the taxable year beginning in 2020? 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. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletWWW.BRWJRFOUNDATION.ORG
    14
    The books are in care ofbulletCAROLINE C WILLIAMSON PRESIDENT Telephone no.bullet (646) 443-7864

    Located atbulletC/O CHILTON PRIVATE CLIENTS 300PARK AVENYNY ZIP+4bullet100227407
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    CAROLINE C WILLIAMSON DIRECTOR, PRESIDENT, TREASURER
    17.50     		0 0 0
    C/O CHILTON INVESTMENT CO 300 PARK
    AVENUE
    NEW YORK,NY100227407
    RICHARD L CHILTON JR DIRECTOR, SENIOR VICE PRESIDENT
    0.10     		0 0 0
    C/O CHILTON INVESTMENT CO 300 PARK
    AVENUE
    NEW YORK,NY100227407
    JONATHAN M WAINWRIGHT SECRETARY
    0.10     		0 0 0
    C/O CHILTON INVESTMENT CO 300 PARK
    AVENUE
    NEW YORK,NY100227407
    ANN COLLEY DIRECTOR
    0.10     		0 0 0
    C/O CHILTON INVESTMENT CO 300 PARK
    AVENUE
    NEW YORK,NY100227407
    JAMES CHAPPELLE HILL III DIRECTOR
    0.10     		0 0 0
    C/O CHILTON INVESTMENT CO 300 PARK
    AVENUE
    NEW YORK,NY100227407
    CHARLES AYCOCK MCLENDON JR DIRECTOR
    0.10     		0 0 0
    C/O CHILTON INVESTMENT CO 300 PARK
    AVENUE
    NEW YORK,NY100227407
    ALEXANDER TUCKER ROBERTSON DIRECTOR
    0.10     		0 0 0
    C/O CHILTON INVESTMENT CO 300 PARK
    AVENUE
    NEW YORK,NY100227407
    CAROLINE COSTNER WILLIAMSON DIRECTOR
    0.10     		0 0 0
    C/O CHILTON INVESTMENT CO 300 PARK
    AVENUE
    NEW YORK,NY100227407
    BENJAMIN ROBERT WILLIAMSON III DIRECTOR
    0.10     		0 0 0
    C/O CHILTON INVESTMENT CO 300 PARK
    AVENUE
    NEW YORK,NY100227407
    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 (2020)
    Form 990-PF (2020)
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1,138,622
    b
    Average of monthly cash balances.......................
    1b
    113,737
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,252,359
    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
    1,252,359
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,785
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,233,574
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    61,679
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    61,679
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    713
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    713
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    60,966
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    60,966
    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
    60,966
    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
    342,508
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    342,508
    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
    342,508
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 60,966
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 199,737
    b From 2016...... 347,771
    c From 2017...... 233,974
    d From 2018...... 215,127
    e From 2019...... 260,610
    fTotal of lines 3a through e........ 1,257,219
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 342,508
    a Applied to 2019, 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 2020 distributable amount..... 60,966
    e Remaining amount distributed out of corpus 281,542
    5 Excess distributions carryover applied to 2020. 0 0
    (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 1,538,761
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		45,700
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		154,037
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,339,024
    10 Analysis of line 9:
    a Excess from 2016.... 347,771
    b Excess from 2017.... 233,974
    c Excess from 2018.... 215,127
    d Excess from 2019.... 260,610
    e Excess from 2020.... 281,542
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    CAROLINE C WILLIAMSON
    JONATHAN M WAINWRIGHT
    ANN COLLEY
    CHARLES AYCOCK MCLENDON JR
    ALEXANDER TUCKER ROBERTSON
    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 (2020)
    Form 990-PF (2020)
    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
    BOYS CLUB OF WAKE COUNTY
    701 N RALEIGH BOULEVARD
    RALEIGH,NC276101692     		N/A PC GENERAL OPERATING SUPPORT 15,000
    CHILDRENS VILLAGE
    ONE ECHO HILLS
    DOBBS FERRY,NY105223600     		N/A PC GENERAL OPERATING SUPPORT 40,000
    CULTURE FOR ONE
    110 E 42ND STREET SUITE 1818
    NEW YORK,NY100175645     		N/A PC GENERAL OPERATING SUPPORT 30,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC200362907     		N/A PC GENERAL OPERATING SUPPORT 35
    HARLEM GROWN
    127 W 127TH STREET SUITE 201
    NEW YORK,NY100273723     		N/A PC GENERAL OPERATING SUPPORT 15,000
    HUDSON RIVER COMMUNITY SAILING
    PO BOX 20677
    NEW YORK,NY100110012     		N/A PC GENERAL OPERATING SUPPORT 20,000
    NEW LIFE OF NY
    PO BOX 316
    BRONX,NY104650316     		N/A PC GENERAL OPERATING SUPPORT 30,000
    NEW YORK BOTANICAL GARDEN
    2900 SOUTHERN BOULEVARD
    BRONX,NY104585126     		N/A PC GENERAL OPERATING SUPPORT FOR CHILDREN'S EDUCATION 25,000
    NYU SCHOOL OF SOCIAL WORK
    1 WASHINGTON SQUARE NORTH
    NEW YORK,NY100036654     		N/A PC ADAPTIVE LEADERSHIP COURSE - SPRING 2020 SEMESTER 25,000
    NYU SCHOOL OF SOCIAL WORK
    1 WASHINGTON SQUARE NORTH
    NEW YORK,NY100036654     		N/A PC ADAPTIVE LEADERSHIP COURSE - FALL 2020 SEMESTER 25,000
    PAVE SCHOOLS
    238 CONOVER STREET
    BROOKLYN,NY112311020     		N/A PC GENERAL OPERATING SUPPORT 40,000
    PHILANTHROPY NEW YORK
    320 EAST 43RD STREET
    NEW YORK,NY100174801     		N/A PC GENERAL OPERATING SUPPORT 250
    UNC CHAPEL HILL FOUNDATION
    PO BOX 309
    CHAPEL HILL,NC275140309     		N/A PC B. ROBERT WILIAMSON JR. DISTINGUISHED SCHOLARSHIP 25,000
    Total .................................bullet 3a 290,285
    bApproved for future payment
    CULTURE FOR ONE
    110 E 42ND STREET SUITE 1818
    NEW YORK,NY100175645     		N/A PC ART SCHOLARSHIPS 15,000
    NYU SCHOOL OF SOCIAL WORK
    1 WASHINGTON SQUARE NORTH
    NEW YORK,NY100036654     		N/A PC ADAPTIVE LEADERSHIP COURSE - SPRING 2021 SEMESTER 25,000
    Total .................................bullet 3b 40,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 25  
    4 Dividends and interest from securities....     14 19,448  
    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 10,958  
    9 Net income or (loss) from special events:     01 -4,492  
    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).. 0 25,939 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    25,939
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    Name of the organization
    B ROBERT WILLIAMSON JR FOUNDATION
     
    Employer identification number

    45-5374818
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    B ROBERT WILLIAMSON JR FOUNDATION
          		Employer identification number
    45-5374818
    Part I
    Contributors
    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
    BROOKE ANN MORROW
    999 SOUTH SHADY GROVE ROAD SUITE 50
     
    MEMPHIS, TN38120

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ALEX ROBERTSON
    136 EAST 64TH STREET APT 10E
     
    NEW YORK, NY10065

    		$ 10,100


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    ARTHUR T WILLIAMS III
    19 EAST 72ND STREET APT 5D
     
    NEW YORK, NY10021

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    BLANCHE R BACON
    4030 CARDINAL AT NORTH HILLS ST APT
     
    RALEIGH, NC27609

    		$ 12,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    CAROLINE WILLIAMSON
    1148 5TH AVENUE
     
    NEW YORK, NY10128

    		$ 10,029


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    CHARLES MCLENDON
    49 LAURENS STREET
     
    CHARLESTON, SC29401

    		$ 18,915


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    B ROBERT WILLIAMSON JR FOUNDATION
          		Employer identification number
    45-5374818
    Part I
    Contributors
    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
    7
    CHILTON INVESTMENT COMPANY LLC
     
    1290 E MAIN ST 1ST FLOOR
     
    STAMFORD, CT06902

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    DAVID C SAUNDERS
    160 PEAR TREE POINT ROAD
     
    DARIEN, CT06820

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    FRANK K BYNUM JR
    C/O GELLER COMPANY PO BOX 1510
     
    NEW YORK, NY10150

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    JACQUELINE HUFF
    993 5TH AVENUE 6TH FLOOR
     
    NEW YORK, NY10028

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    JOANN B WALKER
    880 FIFTH AVENUE PH-E
     
    NEW YORK, NY10021

    		$ 10,180


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    JONATHAN M WAINWRIGHT
    1112 PARK AVE
     
    NEW YORK, NY10128

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    B ROBERT WILLIAMSON JR FOUNDATION
          		Employer identification number
    45-5374818
    Part I
    Contributors
    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
    13
    THE ROBERTSON FOUNDATION
     
    150 CENTRAL PARK SOUTH
     
    NEW YORK, NY10019

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    JULIAN S ROBERTSON
    44 SIDNEY PLACE
     
    BROOKLYN, NY11201

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    LEE AINSLIE
    1900 N PEARL STREET 20TH FLOOR
     
    DALLAS, TX75201

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    MARTIN HORNER
    139 E 94TH ST 6A
     
    NEW YORK, NY10128

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    MINALIE CHEN
    115 CENTRAL PARK WEST 5C
     
    NEW YORK, NY10023

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    REALAN FOUNDATION INC
     
    3350 RIVERWOOD PARKWAY SUITE 700
     
    ATLANTA, GA30339

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    B ROBERT WILLIAMSON JR FOUNDATION
          		Employer identification number
    45-5374818
    Part I
    Contributors
    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
    19
    RICHARD PAYNE AND MARY STAFFORD
    2109 PRINCETON AVENUE
     
    CHARLOTTE, NC28207

    		$ 7,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
    ROSS GOUGH
    415 GREENWICH STREET APT 7F
     
    NEW YORK, NY10013

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
    THE CHASE AND STEPHANIE COLEMAN FOUNDATION
     
    101 PARK AVENUE
     
    NEW YORK, NY10178

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
    THE MOORE CHARITABLE FOUNDATION
     
    11 TIMES SQUARE
     
    NEW YORK, NY10036

    		$ 9,600


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    WILLIAM H WALTON III
    ONE INDEPENDENT DRIVE SUITE 1600
     
    JACKSONVILLE, FL32202

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
    WYNDHAM ROBERTSON
    205 CEDAR BERRY LANE
     
    CHAPEL HILL, NC27517

    		$ 15,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    B ROBERT WILLIAMSON JR FOUNDATION
          		Employer identification number
    45-5374818
    Part I
    Contributors
    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
    25
    CPAYSON COLEMAN JR
    309 VIA LINDA
     
    PALM BEACH, FL33480

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    26
    D ALAN QUARTERMAN
    469 BLACKLAND ROAD NW
     
    ATLANTA, GA30342

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    27
    ELLIOT GULKOWITZ
    55 BROADWAY
     
    NEW YORK, NY10006

    		$ 5,000


    (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.)
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    B ROBERT WILLIAMSON JR FOUNDATION
          		Employer identification number

    45-5374818
    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
    5
    		 WALT DISNEY CO (DIS) 76.000 SHARES $ 9,864 2020-08-20
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 ALPHABET INC CL A (GOOGL) 12.000 SHARES $ 18,915 2020-08-25
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    B ROBERT WILLIAMSON JR FOUNDATION
          		Employer identification number

    45-5374818
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL STATEMENT REVIEW AND TAX RETURN PREPARATION 10,406 0   10,406

    TY 2020 GeneralExplanationAttachment
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    Identifier Return Reference Explanation
      FORM 990-PF; PAGE 9; PART XIII; LINE 7 ELECTION TO TREAT UNUSED PRIOR YEARS CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS.THE FOUNDATION RECEIVED CONTRIBUTIONS FROM NONOPERATING PRIVATE FOUNDATIONS WHICH IT EXPENSED OR REDISTRIBUTED. THE FOUNDATION IS ELECTING TO TREAT THE $45,700 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS.PURSUANT TO IRS REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER IRS REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS: TAX YEAR - 2015, AMOUNT - $45,700

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AFRICAN DEV BK GLOBAL MEDIUM TERM 2.375% 09/23/21 (00828EBD0) 2,000 QTY 2,032 2,032
    ALLSTATE CORP FXD RT SR 3.150% 06/15/23 (020002AZ4) 5,000 QTY 5,335 5,335
    AMAZON COM INC FXD RT SR NT 2.400% 02/22/23 (023135AW6) 5,000 QTY 5,218 5,218
    AMERICAN TOWER CORP NEW SR NT 3.500% 01/31/23 (03027XAB6) 5,000 QTY 5,301 5,301
    APPLE INC FXD RT SR NT 2.150% 02/09/22 (037833AY6) 5,000 QTY 5,104 5,104
    BANK AMER CORP SR FIXED RT NT SER L 5.700% 01/24/22 (06051GEM7) 5,000 QTY 5,284 5,284
    BRISTOL MYERS SQUIBB CO SR NT 3.250% 08/15/22 (110122CW6) 5,000 QTY 5,238 5,238
    CATERPILLAR FINL SVCS CORP MEDIUM TERM 2.650% 05/17/21 (14913Q2W8) 5,000 QTY 5,044 5,044
    CELGENE CORP FXD RT SR NT 2.875% 02/19/21 (151020BC7) 10,000 QTY 10,032 10,032
    CHARTER COMMUNICATIONS OPER 4.464% 07/23/22 (161175BB9) 5,000 QTY 5,271 5,271
    CISCO SYS INC FXD RT SR NT 1.850% 09/20/21 (17275RBJ0) 5,000 QTY 5,050 5,050
    CVS HEALTH CORP SR NT 2.750% 12/01/22 (126650BZ2) 5,000 QTY 5,198 5,198
    DEERE JOHN CAP CORP MEDIUM TERM 0.550% 07/05/22 (24422EVG1) 5,000 QTY 5,024 5,024
    DUKE ENERGY CORP NEW FXD RT SR NT 1.800% 09/01/21 (26441CAR6) 5,000 QTY 5,043 5,043
    EASTMAN CHEM CO NT 3.600% 08/15/22 (277432AN0) 6,000 QTY 6,268 6,268
    EXXON MOBIL CORP NT 1.902% 08/16/22 (30231GBB7) 5,000 QTY 5,144 5,144
    FIFTH THIRD BANCORP FXD RT SR NT 2.600% 06/15/22 (316773CU2) 5,000 QTY 5,153 5,153
    FOX CORP SR NT 3.666% 01/25/22 (35137LAF2) 5,000 QTY 5,175 5,175
    GENERAL DYNAMICS CORP GTD FXD RT NT 3.000% 05/11/21 (369550BE7) 5,000 QTY 5,048 5,048
    HASBRO INC NOTE 3.150% 05/15/21(418056AT4) 5,000 QTY 5,023 5,023
    HONEYWELL INTL INC SR NT 0.483% 08/19/22 (438516CC8) 5,000 QTY 5,008 5,008
    INTEL CORP SR NT 2.700% 12/15/22 (458140AM2) 5,000 QTY 5,237 5,237
    INTERNATIONAL BK FOR RECON & DEV SR NT 2.125% 07/01/22 (459058GU1) 5,000 QTY 5,145 5,145
    KINROSS GOLD CORP SR NT 5.125% 09/01/21 (496902AJ6) 5,000 QTY 5,090 5,090
    KROGER CO FXD RT 3.850% 08/01/23 (501044CS8) 5,000 QTY 5,389 5,389
    LABORATORY CORP AMER HLDGS FXD RT NT 3.200% 02/01/22 (50540RAP7) 5,000 QTY 5,149 5,149
    MARRIOTT INTL INC NEW FXD RT NT SER-O 2.875% 03/01/21 (571903AN3) 5,000 QTY 5,008 5,008
    MICRON TECHNOLOGY INC SR NT 2.497% 04/24/23 (595112BR3) 5,000 QTY 5,210 5,210
    NATIONAL RURAL UTILS COOP FIN CORP NTS 2.900% 03/15/21 (63743HER9) 5,000 QTY 5,025 5,025
    NUTRIEN LTD SR NT 1.900% 05/13/23 (67077MAV0) 5,000 QTY 5,165 5,165
    OMEGA HEALTHCARE INVS INC GTD FXD RT 4.375% 08/01/23 (681936BJ8) 5,000 QTY 5,407 5,407
    PACCAR FINL CORP MEDIUM TERM SR FXD NT 3.150% 08/09/21(69371RP42) 5,000 QTY 5,086 5,086
    PAYPAL HLDGS INC NT 2.200% 09/26/22 (70450YAB9) 5,000 QTY 5,166 5,166
    PFIZER INC FXD RT NT 3.000% 09/15/21 (717081EM1) 5,000 QTY 5,099 5,099
    PNC FDG CORP GTD SR NT 3.300% 03/08/22 (693476BN2) 5,000 QTY 5,164 5,164
    QUALCOMM INC FXD RT NT 3.000% 05/20/22 (747525AE3) 5,000 QTY 5,189 5,189
    REGENCY ENERGY FIN CORP GTD SR NT 5.875% 03/01/22 (75886AAL2) 5,000 QTY 5,228 5,228
    SOUTHERN PWR CO FXD RT SR NT 2016E 2.500% 12/15/21 (843646AT7) 5,000 QTY 5,093 5,093
    THERMO FISHER SCIENTIFIC INC FXD NT 3.000% 04/15/23 (883556BN1) 5,000 QTY 5,277 5,277
    UNITED PARCEL SVC INC FXD RT SR NT 2.050% 04/01/21 (911312BP0) 5,000 QTY 5,020 5,020
    UNITEDHEALTH GROUP INC SR NT 2.875% 03/15/22 (91324PBV3) 5,000 QTY 5,122 5,122
    ZIMMER BIOMET HLDGS INC FIXED RT 3.375% 11/30/21 (98956PAC6) 5,000 QTY 5,098 5,098

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) 229.000 SHARES 13,541 13,541
    AMERICAN PUB ED INC (APEI) 1,000.000 SHARES 30,480 30,480
    BALL CORP (BLL) 1,893.000 SHARES 176,390 176,390
    CINTAS CORP (CTAS) 202.000 SHARES 71,399 71,399
    FIVE BELOW INC (FIVE) 443.000 SHARES 77,516 77,516
    HOME DEPOT INC (HD) 361.000 SHARES 95,889 95,889
    KANSAS CITY SOUTHN (KSU) 599.000 SHARES 122,274 122,274
    METTLER-TOLEDO INTL INC (MTD) 45.000 SHARES 51,286 51,286
    MICROSOFT CORP (MSFT) 498.000 SHARES 110,765 110,765
    REPUBLIC SVCS INC (RSG) 555.000 SHARES 53,447 53,447
    SHERWIN WILLIAMS CO (SHW) 126.000 SHARES 92,598 92,598
    SONOCO PRODS CO (SON) 85.000 SHARES 5,036 5,036
    UNION PAC CORP (UNP) 564.000 SHARES 117,436 117,436
    VROOM INC (VRM) 488.000 SHARES 19,993 19,993

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    US Government Securities - End of Year Book Value:

    20,407
    US Government Securities - End of Year Fair Market Value:

    20,407
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherExpensesSchedule
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 1,686 0   1,686
    FILING FEES 2,121 0   2,121
    INFORMATION TECHNOLOGIES 8,353 0   8,353
    OFFICE AND OTHER EXPENSES 706 0   706
    OTHER PROGRAM EXPENSES 775 0   775
    SPECIAL FUNDRAISING EVENTS 27,709 0   27,709


    TY 2020 OtherIncomeSchedule2
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 23,217   23,217


    TY 2020 OtherIncreasesSchedule
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 185,131


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT AND ADVISORY 342 342   0


    TY 2020 TaxesSchedule
    Name:
    B ROBERT WILLIAMSON JR FOUNDATION
    EIN:
    45-5374818
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX PAID 2,500 0   0
    FOREIGN TAXES WITHHELD 41 41   0