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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
KEMPER AND LEILA WILLIAMS
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)533 ROYAL STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70130
A Employer identification number

23-7336090
B Telephone number (see instructions)

(504) 556-7659
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$558,501,457
J 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) 1,927,933
2 Check bullet.............
3 Interest on savings and temporary cash investments 72,592 72,592 72,592
4 Dividends and interest from securities... 5,926,822 5,926,822 5,926,822
5a Gross rents............ 129,554 129,554 129,554
b Net rental income or (loss) 60,530
6a Net gain or (loss) from sale of assets not on line 10 25,394,404
b Gross sales price for all assets on line 6a 111,101,037
7 Capital gain net income (from Part IV, line 2)... 25,394,404
8 Net short-term capital gain......... 7,010,063
9 Income modifications...........  
10a Gross sales less returns and allowances 229,388
b Less: Cost of goods sold.... 108,230
c Gross profit or (loss) (attach schedule)..... 121,158 121,158
11 Other income (attach schedule)....... 354,298 320,078 354,298
12 Total. Add lines 1 through 11........ 33,926,761 31,843,450 13,614,487
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 715,962 95,481 95,481 620,481
14 Other employee salaries and wages...... 7,498,799 0 189,134 7,309,665
15 Pension plans, employee benefits....... 1,463,583 4,774 162,652 1,300,931
16a Legal fees (attach schedule)......... 33,966 0 0 33,966
b Accounting fees (attach schedule)....... 20,500 0 0 20,500
c Other professional fees (attach schedule).... 1,158,846 1,084,312 1,091,261 67,585
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 921,757 33,331 33,331 888,426
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... -2,029 0 75 -2,104
22 Printing and publications.......... 305,073 0 0 305,073
23 Other expenses (attach schedule)....... 4,079,126 509,322 611,516 3,467,612
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,195,583 1,727,220 2,183,450 14,012,135
25 Contributions, gifts, grants paid....... 51,807 51,807
26 Total expenses and disbursements. Add lines 24 and 25 16,247,390 1,727,220 2,183,450 14,063,942
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,679,371
b Net investment income (if negative, enter -0-) 30,116,230
c Adjusted net income (if negative, enter -0-)... 11,431,037
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............. 64,924 483,778 483,778
2 Savings and temporary cash investments......... 40,882,513 38,405,307 38,405,307
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.............. 300,503 276,265 276,265
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 16,633,826 Click to see attachment17,335,940 17,552,828
b Investments—corporate stock (attach schedule)....... 208,199,356 Click to see attachment225,605,020 364,202,353
c Investments—corporate bonds (attach schedule)....... 29,271,824 Click to see attachment29,507,649 31,757,485
11 Investments—land, buildings, and equipment: basis bullet4,103,472
Less: accumulated depreciation (attach schedule) bullet   4,103,472 4,103,472 4,838,092
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,434,730 Click to see attachment10,454,399 14,377,669
14 Land, buildings, and equipment: basis bullet70,171,235
Less: accumulated depreciation (attach schedule) bullet   70,171,235 70,171,235 40,808,260
15 Other assets (describe bullet) Click to see attachment42,137,158 Click to see attachment43,288,081 Click to see attachment45,799,420
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 420,199,541 439,631,146 558,501,457
Liabilities 17 Accounts payable and accrued expenses.......... 133,120 1,885,354
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)......... 133,120 1,885,354
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........... 420,066,421 437,745,792
25 Net assets with donor restrictions............    
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)..... 420,066,421 437,745,792
30 Total liabilities and net assets/fund balances (see instructions). 420,199,541 439,631,146
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
420,066,421
2
Enter amount from Part I, line 27a .....................
2
17,679,371
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
437,745,792
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
437,745,792
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 P    
b PUBLICLY TRADED SECURITIES P    
c SHORT-TERM GAINS FROM PASS-THROUGH ENTITIES P    
d LONG-TERM GAINS FROM PASS-THROUGH ENTITIES P    
e LOUISIANA HISTORIC REHABILITATION CREDITS P    
(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 31,088,678   26,903,582 4,185,096
b 76,430,359   58,803,051 17,627,308
c 1,166     1,166
d 757,033     757,033
e 2,823,801     2,823,801
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       4,185,096
b       17,627,308
c       1,166
d       757,033
e       2,823,801
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 25,394,404
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 7,010,063
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................................ 1 418,616
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........................... 3 418,616
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- ..... 5 418,616
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 396,043
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.............. 7 396,043
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 22,573
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 2021 estimated taxBullet   RefundedBullet 11  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletLA
    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
    Yes
     
    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.hnoc.org
    14
    The books are in care ofbulletMICHAEL COHN CFO Telephone no.bullet (504) 556-7659

    Located atbullet533 ROYAL STREETNEW ORLEANSLA ZIP+4bullet70130
    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
    R ANDREW JARDINE BOARD CHAIRMAN
    15.00
    60,000 0 0
    7003 LONGVUE DR
    MANDEVILLE,LA70448
    HILTON S BELL DIRECTOR
    5.00
    48,000 0 0
    909 POYDRAS ST SUITE 2300
    NEW ORLEANS,LA70112
    E ALEXANDRA STAFFORD DIRECTOR
    5.00
    40,000 0 0
    401 IONA ST
    METAIRIE,LA70005
    JOHN E WALKER EMERITUS
    5.00
    48,000 0 0
    108 W WILLIAM DAVID PARKWAY
    METAIRIE,LA70005
    JOHN KALLENBORN VICE CHAIRMAN OF THE BOARD
    5.00
    0 0 0
    201 ST CHARLES AVE 28TH FLOOR
    NEW ORLEANS,LA70170
    BONNIE BOYD DIRECTOR
    5.00
    48,000 0 0
    1309 FELICITY STREET
    NEW ORLEANS,LA70130
    LISA WILSON DIRECTOR
    5.00
    8,000 0 0
    507 WEST 20TH AVE
    COVINGTON,LA70433
    CHARLES LAPEYRE DIRECTOR
    5.00
    48,000 0 0
    52 TOKALON PLACE
    METAIRIE,LA70001
    MICHAEL COHN CHIEF FINANCIAL OFFICER
    40.00
    190,962 9,548 0
    2806 URSULINES AVE
    NEW ORLEANS,LA70119
    DANIEL HAMMER PRESIDENT/CEO
    40.00
    225,000 11,250 0
    700 TOPAZ STREET
    NEW ORLEANS,LA70124
    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
    ALFRED LEMMON DIR, WMS RESEARCH CT
    40.00
    164,439 8,222 0
    1512 MARENGO STREET
    NEW ORLEANS,LA70115
    JACK PRUITT DIR., DEVELOPMENT
    40.00
    136,370 6,819 0
    205 RUE SAINT ANN
    METAIRIE,LA70005
    JESSICA DORMAN DIR., PUBLICATIONS
    40.00
    132,189 6,609 0
    3716 CAMP ST
    NEW ORLEANS,LA70115
    JASON WIESE CHIEF CURATOR
    40.00
    129,933 6,497 0
    1011 JOLIET ST
    NEW ORLEANS,LA70118
    CAROL BARTELS DIR., TECHNOLOGY
    40.00
    117,652 5,883 0
    134 E HENFER AVE
    RIVER RIDGE,LA70123
    Total number of other employees paid over $50,000...................bullet 73
    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
    VILLERE & CO INVESTMENT ADVISORS INVESTMENT ADVISOR 403,279
    601 POYDRAS ST SUITE 1808
    NEW ORLEANS,LA70130
    JP MORGAN CHASE NA ACCOUNT MANAGEMENT FEES 227,185
    201 ST CHARLES AVE
    NEW ORLEANS,LA70170
    GOLDMAN SACHS INVESTMENT ADVISOR 199,409
    3414 PEACHTREE
    ATLANTA,GA30326
    CLEARBRIDGE ADVISORS INVESTMENT ADVISOR 163,034
    620 8TH AVE
    NEW YORK,NY10118
    MORGAN STANLEY SMITH BARNEY INVESTMENT ADVISOR 139,052
    787 7TH AVE
    NEW YORK,NY10019
    Total number of others receiving over $50,000 for professional services.............bullet3
    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 THE HISTORIC NEW ORLEANS COLLECTION1. MAJOR EXHIBITIONS - SEVEN MAJOR EXHIBITIONS INCLUDING: LAND OF DREAMS-A LOVE LETTER TO A NEW ORLEANS SUMMER;DANCING IN THE STREETS-N.O. SOCIAL AID & PLEASURE CLUBS;LOUISIANA SITES & CITIZENS-PERMANENT COLLECTION SELECTIONS2. VIRTUAL EXHIBITIONS - TEN, INCLUDING: STORYVILLE MADAMS & MUSIC;CAJUN DOCUMENT-ACADIANA 1973-74YET SHE IS ADVANCING - NEW ORLEANS WOMEN AND THE RIGHT TO VOTE, 1878 - 19703. EXHIBITION PROGRAMS - PUBLIC LECTURES, PANEL DISCUSSIONS, BOOK CLUBS AND FILM SCREENINGS WERE PRESENTED IN CONNECTION WITH EXHIBITIONS THROUGHOUT THE YEAR FOR THE EXHIBITIONS CITED IN NUMBER 1.4. PROGRAMS OUTSIDE OF EXHIBITIONS-25TH WILLIAMS RESEARCH CENTER SYMPOSIUM;17TH BILL RUSSELL LECTURE;FOOD FORUM-RESETTING THE TABLE;LPO SPRING & HOLIDAY CONCERTS;FRENCH SPEAKING CAJUNS OF WWII.5. PUBLICATIONS-PERIODICALS AND BOOKS.6. EDUCATIONAL OUTREACH-38 VIRTUAL FIELD TRIPS,3 FAMILY SETS,3 LESSON PLANS,ESSAY CONTEST,INTERNS.7. VISITORS 14,012,135
    2 ST. MARY PARISH POLICE JURY F/B/O THE KEMPER WILLIAMS PARK - THE KEMPER AND LEILA WILLIAMS FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO OPERATE THE KEMPER WILLIAMS PARK SERVING RESIDENTS OF ST. MARY PARISH AND THE SURROUNDING AREA. CONSTRUCTION AND OPERATION OF THE PARK WERE PROVIDED FOR IN THE WILLS OF KEMPER AND LEILA WILLIAMS AND ACCOMPLISHED THROUGH AN ACT OF DONATION ON JULY 26, 1978. MONIES ARE PAID SEMI-ANNUALLY TO THE ST. MARY PARISH POLICE JURY AS THE PARK OPERATOR. 46,307
    3 THE DIANE WOEST FELLOWSHIP - THE DIANE WOEST FELLOWSHIP IS AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS IN LOUISIANA HISTORY THAT UTILIZE IN PART HOLDINGS AT THE HISTORIC NEW ORLEANS COLLECTION. IN FY 2021 FELLOWSHIP PAYMENTS WERE MADE TO DR. THOMAS ADAMS. 4,000
    4 KEMPER WILLIAMS PRIZE - THE WILLIAMS PRIZE IS AWARDED EACH YEAR TO THE AUTHOR OF THE BEST PUBLISHEDWORK ON LOUISIANA HISTORY. THE RECIPIENT WAS JESSICA MARIE JOHNSON. 1,500
    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 Click to see attachment 0
    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
    418,664,320
    b
    Average of monthly cash balances.......................
    1b
    226,417
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,331,165
    d
    Total (add lines 1a, b, and c).........................
    1d
    425,221,902
    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
    425,221,902
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    6,378,329
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    418,843,573
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    20,942,179
    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
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    14,063,942
    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
    263,850
    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
    14,327,792
    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
    14,327,792
    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  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
     
    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) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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
    1999-11-15
    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
    11,431,037 8,757,882 7,870,874 7,257,938 35,317,731
    b 85% of line 2a ......... 9,716,381 7,444,200 6,690,243 6,169,247 30,020,071
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    14,327,792 20,334,716 28,040,998 22,967,751 85,671,257
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
    0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    14,327,792 20,334,716 28,040,998 22,967,751 85,671,257
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
            0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
    13,961,453 13,118,562 12,999,969 12,963,743 53,043,727
    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) ....
            0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
            0
    (3) Largest amount of support
    from an exempt organization
            0
    (4) Gross investment income         0
    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 (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
    DR THOMAS ADAMS
    2005 CONGRESS ST
    NEW ORLEANS,LA70117
    NONE N/A FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4,000
    JESSICA MARIE JOHNSON
    418 E 22ND STREET
    BALTIMORE,MD21218
    NONE N/A AWARD BEST PUBLISHED WORK ON LOUISIANA HISTORY. 1,500
    ST MARY PARISH POLICE JURY
    195 BURNS POINT LANE
    FRANKLIN,LA70538
    NONE NONE ASSIST IN FUNDING OF PARK OPERATIONS. 46,307
    Total .................................bullet 3a 51,807
    bApproved for future payment
    Total .................................bullet 3b 0
    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
    aADMISSIONS          
    bBOOK SALES/PRODUCT ROY         13,869
    cDUPLICATION FEES         20,132
    dGAINS FROM DEACCESSIONS         219
    eALTERNATIVE INVESTMENT COST BASIS ADJUSTMENT          
    fOTHER INCOME          
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 72,592  
    4 Dividends and interest from securities....     14 5,926,822  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 94,382 -33,852
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 320,078  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 25,394,404  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         121,158
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 31,808,278 121,526
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    31,929,804
    (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.)
    1 A DEFERS EXPENSES FOR GUIDED TOURS OF HISTORY GALLERIES & HOME.
    1 B ALLOWS PUBLICATION OF HISTORICAL BOOKS & EPHEMERA USING ARCHIVAL
    1 B MATERIAL OF INTEREST TO RESEARCHERS AND HISTORIANS.
    1 C DUPLICATION OF ARCHIVAL MATERIAL FOR RESEARCHERS.
    10 INTERPRETS MUSEUM PROGRAMS FOR VISITORS THRU POINT OF SALE TO
    10 EDUCATE PATRONS IN HISTORY & CULTURE OF LA.
    1 D DEFERS EXPENSES FOR COST OF EDUCATIONAL PROGRAMS ON LOUSIANA HISTORY
    1 E MATERIAL OF INTEREST TO RESEARCHERS AND HISTORIANS.
    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
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number

    23-7336090
    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
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number
    23-7336090
    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
    The Greater New Orleans Foundation
     
    919 ST CHARLES AVE
     
    NEW ORLEANS, LA701303903

    $ 8,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    GREATER HOUSTON COMMUNITY FOUNDATION
     
    515 POST OAK BLVD SUITE 1000
     
    HOUSTON, TX770279435

    $ 30,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    BATON ROUGE AREA FOUNDATION
     
    100 NORTH STREET SUITE 900
     
    BATON ROUGE, LA70802

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    HILTON S BELL
    1436 JACKSON AVE UNIT 5B
     
    NEW ORLEANS, LA701305777

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    FIDELITY CHARITABLE GIFT FUND
     
    PO BOX 770001
     
    CINCINNATI, OH452770053

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    MR AND MRS TIMBER FLOYD
    PO BOX 1852
     
    MIDLAND, TX70902

    $ 10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number
    23-7336090
    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
    DR ROBERT AHAMMER
    7432 SARDONYX STREET
     
    NEW ORLEANS, LA70124

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    MR AND MRS R ANDREW JARDINE
    7003 LONGVUE DRIVE
     
    MANDEVILLE, LA704487043

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    SUSANNE SCOVERN AND JENNY JOHNSON
    550 EUCALYPTUS AVE
     
    HILLBOROUGH, CA94010

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    MR AND MRS CHUCK LAPEYRE
    52 TOKALON PLACE
     
    METAIRIE, LA70001

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    ROBERT E ZETZMANN FAMILY FOUNDATION
     
    326 DORRINGTON BLVD
     
    METAIRIE, LA700054130

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
    ST DENIS J VILLERE
    601 Poydras Street Suite 1808
     
    NEW ORLEANS, LA70130

    $ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number
    23-7336090
    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
    WELLS FARGO ADVISORS
     
    ONE NORTH JEFFERSON
     
    ST LOUIS, MO63103

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
    MR AND MRS GEORGE V YOUNG
    1309 OCTAVIA ST
     
    NEW ORLEANS, LA701154224

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
    PRISCILLA T RECKLING
    6044 MAIN STREET
     
    KANSAS CITY, MO64113

    $ 5,147


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
    MR AND MRS WILLIAM N KUHLMAN
    18240 ROSEALIE LANE
     
    COVINGTON, LA70435

    $ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    17
    DR DANA GARVEY
    4616 25TH AVENUE NE 422
     
    SEATTLE, WA98105

    $ 109,851


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    18
    THE CATHOLIC FOUNDATION
     
    1000 HOWARD AVE SUITE 800
     
    NEW ORLEANS, LA701131939

    $ 15,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number
    23-7336090
    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
    TIM L FIELDS
    2238 Octavia St
     
    NEW ORLEANS, LA70115

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    20
    PATRICK W FITZMORRIS
    650 Poydras Street Suite 2521
     
    NEW ORLEANS, LA70130

    $ 40,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    21
    E ALEXANDRA STAFFORDRAYMOND M RATHL
    PO BOX 9399
     
    METAIRIE, LA700559399

    $ 98,577


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    22
    Schwab Charitable
     
    211 Main Street
     
    SAN FRANCISCO, CA94105

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    23
    MR AND MRS FREDRIC J FIGGE II
    PO BOX 338
     
    WAKEFILED, LA70784

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    24
    TOURO INFIRMARY FOUNDATION
     
    1401 FOUCHER STREET
     
    NEW ORLEANS, LA70115

    $ 50,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number
    23-7336090
    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
    VANGUARD CHARITABLE
     
    PO BOX 9509
     
    WARWICK, RI028899509

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    26
    ST DENIS J VILLERE & Company
     
    601 Poydras Street Suite 1808
     
    NEW ORLEANS, LA701306308

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    27
    V VAUGHAN OWEN FITZPATRICK
    1437 WASHINGTON AVE
     
    NEW ORLEANS, LA70130

    $ 12,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    28
    AOS Interior Environments
     
    400 Poydras St 1700
     
    NEW ORLEANS, LA70130

    $ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    29
    MRS FRANK W MASSON
    933 Saint Philip St
     
    NEW ORLEANS, LA701162407

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    30
    THE HELIS FOUNDATION
     
    201 St Charles Ave SUITE 2600
     
    NEW ORLEANS, LA701703100

    $ 75,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number
    23-7336090
    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
    31
    TULANE UNIVERSITY-DEPT OF ATHLETICS
     
    8333 MAPLE STREET RM 160
     
    NEW ORLEANS, LA701181041

    $ 11,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    32
    MOYSE FAMILY FOUNDATION
     
    PO BOX 65206
     
    BATON ROUGE, LA708965206

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    33
    BAPTIST COMMUNITY MINISTRIES
     
    400 POYDRAS ST 2950
     
    NEW ORLEANS, LA701303245

    $ 6,800


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    34
    LOUISIANA ENDOWMENT FOR THE HUMANITIES
     
    938 LAFAYETTE ST SUITE 300
     
    NEW ORLEANS, LA701131939

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    35
    THE DECORATIVE ARTS TRUST
     
    206 W STATE STREET SUITE 300
     
    MEDIA, PA190633105

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    36
    MR AND MRS RICHARD DERBES
    18166 SE VILLAGE CIRCLE
     
    TEQUESTA, FL33469

    $ 10,500


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number
    23-7336090
    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
    37
    TOURO INFIRMARY GOVERNING BOARD & FOUNDATION
     
    1401 FOUCHER STREET
     
    NEW ORLEANS, LA70115

    $ 500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    38
    POYDRAS HOME
     
    5354 MAGAZINE STREET
     
    NEW ORLEANS, LA70115

    $ 195,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    39
    ESTATE OF EUGENIE ERSY SCHWARTZ
     
    7530 DOMINICAN STREET
     
    NEW ORLEANS, LA70118

    $ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    40
    MRS TINA FREEMAN
    PO BOX 30308
     
    NEW ORLEANS, LA701900308

    $ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    41
    MARGARET L FRIESE
    PO BOX 607
     
    PINE ISLAND, MN55963

    $ 13,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    42
    KIMBERLY HAYES
    1209 W SHERMAN AVENUE
     
    CHICAGO, IL60626

    $ 12,500


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number
    23-7336090
    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
    43
    ESTATE OF LOUIS P LARUE
     
    2732 HUDSON PLACE
     
    NEW ORLEANS, LA70131

    $ 12,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    44
    WILLIAM R CULLISON III
    360 AUDUBON STREET
     
    NEW ORLEANS, LA70118

    $ 10,300


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    45
    VALERIE CHARLES BEAUDETTE
    22 EDGEMONT CIRCLE
     
    DURANGO, CO81301

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    46
    LILY KLEBER
    3020 ROYAL STREET
     
    NEW ORLEANS, LA70117

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    47
    JIM AMOSS
    2700 ESPLANADE AVENUE
     
    NEW ORLEANS, LA70119

    $ 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.)
    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
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number

    23-7336090
    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
    37
    TOURO INFIRMARY ARCHIVES $ 500,000 2020-12-09
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    38
    POYDRAS HOME RECORDS $ 195,000 2021-01-14
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    39
    EUGENIE ERSY SCHWARTZ PAPERS $ 25,000 2020-08-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    40
    TINA FREEMAN PHOTOGRAPHIC ARCHIVE $ 25,000 2020-07-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    41
    CARNIVAL BULLETINS $ 13,500 2021-03-07
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    42
    KIMBERLY HAYES COLLECTION $ 12,500 2020-12-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number

    23-7336090
    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
    43
    LOUIS P. LARUE COLLECTION $ 12,500 2021-03-11
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    44
    WORKS BY BROR ANDERS WIKSTROM, WILLIAM WOODWARD, ELLSWORTH WOODWARD, MARCUS PARMELEE,& BETSY SWANSON $ 10,300 2020-12-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    45
    PORTRAIT OF RICHARD CHARLES $ 10,000 2020-09-04
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    46
    LILY KEBER & JAMES BOOKER COLLECTION $ 5,000 2020-10-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    47
    WALDO & MARKS FAMILY PAPERS $ 5,000 2020-11-18
    (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
    KEMPER AND LEILA WILLIAMS
    FOUNDATION INC
    Employer identification number

    23-7336090
    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:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 20,500 0 0 20,500

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Category Amount
    NONE 0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISHARES IBOXX HIGH YIELD 3,910,995 4,021,352
    ABBOTT LABORATORIES CALLABLE 950,070 1,070,130
    AERCAP IRELAND CAPITAL DAC 1,109,562 1,102,449
    AGILENT TECHNOLOGIES INC 733,267 774,787
    AMERICAN TOWER CORP 933,939 1,003,689
    APPLE INC CALLABLE 951,950 1,090,730
    BANCO SANTANDER SA 233,892 227,496
    BANCO SANTANDER SA NOTES FIXED 383,660 380,572
    BANK OF AMERICA CORP 780,820 853,484
    BP CAPITAL MARKETS AMERICA INC 525,000 569,483
    CVS HEALTH CORP 121,807 130,531
    CONSOLIDATED EDISON CO OF NY INC 224,834 251,820
    DUKE ENERGY CAROLINAS LLC 747,233 843,450
    FEDERAL HOME LOAN BANKS 1,051,038 1,185,747
    FEDERAL HOME LOAN BANKS 794,483 807,402
    FEDERAL HOME LOAN BANKS 891,045 1,012,383
    FEDERAL HOME LOAN BANKS 1,513,575 1,613,295
    FISERV INC. 996,260 1,075,020
    INTERNATIONAL BANK FOR RECONST. 921,605 947,267
    INTERNATIONAL BANK FOR RECONST. 994,460 1,102,204
    JP MORGAN CHASE & CO 212,915 213,009
    LANDWIRTSCHAFTLICHE RENTENBANK 970,622 1,044,186
    NATIONAL RURAL UTILITIES COOP 999,340 1,115,790
    ORACLE CORP 912,038 1,013,422
    CHARLES SCHWAB CORP 995,970 1,128,660
    SPIRIT REALTY LP 304,703 305,741
    STATOIL ASA 961,460 1,037,280
    SYNCHRONY BANK 955,370 1,027,270
    RAYTHEON TECHNOLOGIES CORP 33,704 36,371
    VODAFONE GROUP PLC 1,057,940 1,201,872
    WALMART INC 623,369 666,588
    WELLS FARGO BANK NA 874,904 888,659
    XILINX INC 735,793 822,554
    JPM CORE BD FD 249,739 264,161
    JPM MTGE BACKED SEC FD 197,820 207,972
    VANGUARD TOT BK MKT 118,177 133,818
    VANGUARD INTERN BND 254,665 298,677
    VANGUARD I/T INVEST 253,189 261,826
    JPM TOTAL RETURN FD 26,436 26,338

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABIOMED INC COMMON STOCK 8,034,642 10,357,769
    CAESARS ENTERTAINMENT INC 11,068,063 17,490,000
    EBIX INC 10,899,673 6,910,985
    EHEALTH INC. 10,946,974 12,718,368
    EURONET WORLDWIDE INC. 8,092,692 12,607,567
    FIRST HAWAIIAN INC 8,584,587 8,529,067
    KEARNY FINANCIAL CORP. 6,401,288 6,702,322
    LIGAND PHARMACEUTICALS INC. 5,038,716 8,309,287
    ON SEMICONDUCTOR CORP 4,886,693 10,779,071
    OPEN LENDING CORP 4,522,632 4,612,392
    PALOMAR HOLDINGS INC. 11,277,954 8,371,821
    PAYA HOLDINGS INC. 4,796,490 4,368,327
    POOL CORP 697,776 11,143,311
    PROGRESSIVE CORP. 5,696,511 9,527,058
    RESROUCE BANKSHARES INC. 2,195,000 10,292,000
    ROPER TECHNOLOGIES INC. 6,912,061 10,789,345
    STRYKER CORP 7,179,294 10,372,854
    TELEFLEX INC. 7,027,298 12,060,804
    TTEC HOLDINGS INC. 3,178,142 8,201,441
    VIACOMCBS INC. 9,480,021 9,407,184
    VISA INC 1,049,977 12,576,762
    STERIS PLC 3,148,458 8,933,512
    COMPANIA AZUCARERA CHUMBAGUA SA 685 0
    ADVANCED MICRO DEVICES INC. 865,256 1,413,000
    AIR PRODUCTS AND CHEMICALS INC. 2,207,615 3,938,760
    ALLEGHANY CORP 1,086,789 2,192,015
    ALPHABET INC. 1,906,764 6,205,890
    AMAZON.COM INC. 2,595,793 6,806,976
    APPLE INC. 1,607,278 3,664,500
    ARCHER-DANIELS-MIDLAND CO. 1,270,030 1,710,000
    BANK OF AMERICA CORP 2,393,595 3,288,650
    BARRICK GOLD CORP 889,327 792,000
    BELL ALIANT REGIONAL COMM INC. 10,864 0
    BERKSHIRE HATHAWAY INC. 1,950,490 12,773,500
    BLACKSTONE GROUP INC. 926,829 1,863,250
    CVS HEALTH CORP 1,736,067 1,880,750
    CISCO SYSTEMS INC. 941,722 1,034,200
    COCO-COLA CO. 2,650,497 3,162,600
    COMCAST CORP 1,496,842 2,705,500
    CORNING INC. 1,480,599 2,175,500
    COSTCO WHOLESALE CORP 2,140,484 2,643,600
    WALT DISNEY CO. 211,290 922,600
    DOMINION ENERGY INC. 335,550 1,139,400
    DUPONT DE NEMOURS INC. 1,890,589 2,704,800
    ECOLAB INC. 1,266,978 1,712,560
    GENERAL MOTORS CO. 931,135 1,264,120
    HERSHEY CO. 490,697 1,581,600
    HOME DEPOT INC. 971,505 2,747,250
    JPMORGAN CHASE & CO. 1,827,148 3,044,600
    JOHNSON & JOHNSON 836,932 2,465,250
    ELI LILLY & CO. 2,011,047 2,428,660
    MASTERCARD INC. 1,593,262 2,848,400
    MERCK & CO. INC. 2,207,401 2,312,700
    METLIFE INC. 1,230,193 1,823,700
    MICROSOFT CORP 3,625,834 8,251,950
    MONDELEZ INTERNATIONAL INC. 2,566,983 2,926,500
    NATIONAL GRID PLC ADR USD 283,731 296,200
    NESTLE SA ADR USD 2,451,909 3,345,300
    NETFLIX INC. 287,992 260,830
    NEXTERA ENERGY INC. 1,881,030 2,419,520
    ORACLE CORP 639,460 701,700
    PPG INDUSTRIES INC. 514,051 2,253,900
    PEPSICO INC. 1,532,408 1,980,300
    PFIZER INC. 1,133,063 1,449,200
    PHILLIPS 66 1,696,929 1,630,800
    PROCTER & GAMBLE CO. 968,986 3,385,750
    RAYTHEON TECHNOLOGIES CORP 1,081,537 1,699,940
    REYNOLDS COMSUMER PRODUCTS INC. 1,651,312 1,637,900
    SEMPRA ENERGY 754,949 795,480
    SOUTHERN CO. 172,423 310,800
    TEXAS INSTRUMENTS INC. 1,620,356 3,401,820
    3M CO. 780,279 1,926,800
    TRAVELERS COS. INC. 801,025 1,504,000
    UNION PACIFIC CORP 1,499,952 1,542,870
    UNITEDHEALTH GROUP INC. 904,894 1,302,245
    VERIZON COMMUNICATIONS INC. 2,365,505 2,907,500
    VIATRIS INC. 204,423 209,550
    VISA INC. 1,931,142 2,752,490
    WEC ENERGY GROUP INC. 222,460 655,130
    WALMART INC. 2,154,165 3,395,750
    WASTE MANAGEMENT INC. 934,138 2,580,400
    ZOETIS INC. 572,744 1,574,800
    BROOKFIELD INFRASTRUCTURE PART. 568,098 798,750
    LINDE PLC 1,667,461 2,521,260
    CHUBB LTD 3,059,586 3,475,340

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    US Government Securities - End of Year Book Value:

    17,335,940
    US Government Securities - End of Year Fair Market Value:

    17,552,828
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 10,454,399 14,377,669

    TY 2020 LegalFeesSchedule
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 33,966 0 0 33,966


    TY 2020 OtherAssetsSchedule
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MINERAL INTEREST 423,165 423,165 1,139,795
    ART, BOOKS & MANUSCRIPTS 41,713,993 42,864,916 44,659,625


    TY 2020 OtherExpensesSchedule
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES FROM PASS-THROUGH ENTITIES 473,079 473,079 473,079 0
    SPECIAL EVENTS REFUNDS ISSUED DUE TO CANCELLATION 80,973 0 80,973 0
    INSURANCE PREMIUMS 712,637 0 0 712,637
    MEMBERSHIPS 49,482 0 0 49,482
    SUBSCRIPTIONS 31,432 0 432 31,000
    POSTAGE & FREIGHT 48,000 0 7,796 40,205
    MOVING/STORAGE 14,402 0 0 14,402
    REPAIRS 176,666 0 0 176,666
    TELEPHONE 86,898 0 0 86,898
    UTILITIES 437,073 0 2,526 434,548
    VAN 4,368 0 0 4,368
    COURTYARD/GROUNDS 14,714 0 0 14,714
    SERVICE/MAINTENANCE CONTRACTS 342,205 0 5,901 336,304
    EXHIBITIONS/RECEPTIONS 169,123 0 0 169,123
    SOFTWARE/MICROFILM 64,856 0 0 64,856
    CONSERVATION 64,192 0 0 64,192
    ADVERTISING 181,098 0 0 181,098
    PUBLIC RELATIONS/MEETINGS 57,121 0 65 57,056
    DEPARTMENT OPERATING EXPENSES 168,579 0 0 168,579
    ACQUISITIONS EXPENSES 5,968 0 0 5,968
    APPRAISALS 20,570 0 0 20,570
    OFFICE EQUIPMENT/FURNISHINGS 446,428 0 2,501 443,927
    COLLECTION PROCESSING/DEV 52,563 0 0 52,563
    CONSULTING SERVICES 144,425 0 0 144,425
    EDUCATION OUTREACH/SEMINARS -19,356 0 0 -19,356
    MAJOR REPAIRS 181,712 0 0 181,712
    DONATIONS 2,000 0 2,000 0
    HUMAN RESOURCES 31,358 0 0 31,358
    ANNUITY PAYMENTS 550 550 550 0
    EXPENSES/WILLIAMS PRIZE 317 0 0 317
    INSURANCE 22,385 22,385 22,385 0
    REPAIRS 589 589 589 0
    INSURANCE 1,797 1,797 1,797 0
    General Operating Expenses 0 0 0 0
    INSURANCE 9,242 9,242 9,242 0
    General Operating Expenses 1,680 1,680 1,680 0


    TY 2020 OtherIncomeSchedule2
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTIES 161,823 161,823 161,823
    INCOME FROM PASS-THROUGH ENTITIES 158,255 158,255 158,255
    BOOK SALES/PRODUCT ROY 13,869   13,869
    DUPLICATION FEES 20,132   20,132
    GAINS FROM DEACCESSIONS 219   219


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK TRUSTEE 248,447 173,913 180,862 67,585
    INVESTMENT ADVISOR 904,774 904,774 904,774 0
    ROYALTY VERIFICATION 5,625 5,625 5,625 0


    TY 2020 TaxesSchedule
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 581,907 0 0 581,907
    FEDERAL EXCISE TAX PAID 306,519 0 0 306,519
    REAL ESTATE TAX 10,878 10,878 10,878 0
    REAL ESTATE TAX 1,257 1,257 1,257 0
    REAL ESTATE TAX 6,841 6,841 6,841 0
    REAL ESTATE TAX 14,355 14,355 14,355 0