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 01-01-2020 , and ending 12-31-2020
Name of foundation
WILLIAMS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)212 E THIRD STREET STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452025500
A Employer identification number

31-6032504
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,400,888J 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) 70,390
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 425,913 418,633  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 262,214
b Gross sales price for all assets on line 6a 2,865,738
7 Capital gain net income (from Part IV, line 2)... 262,214
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......   23,896  
12 Total. Add lines 1 through 11........ 758,517 704,743  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,300 650   650
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 62,856 62,856   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,342     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 105 105    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,603 63,611 0 650
25 Contributions, gifts, grants paid....... 758,332 758,332
26 Total expenses and disbursements. Add lines 24 and 25 826,935 63,611 0 758,982
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -68,418
b Net investment income (if negative, enter -0-) 641,132
c Adjusted net income (if negative, enter -0-)... 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............. 13,180 46,992 46,992
2 Savings and temporary cash investments......... 325,038 179,403 179,403
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,002,296 Click to see attachment10,046,979 16,174,493
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,340,514 10,273,374 16,400,888
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 10,105,617 10,273,374
27 Paid-in or capital surplus, or land, bldg., and equipment fund 13,180  
28 Retained earnings, accumulated income, endowment, or other funds 221,717  
29 Total net assets or fund balances (see instructions)..... 10,340,514 10,273,374
30 Total liabilities and net assets/fund balances (see instructions). 10,340,514 10,273,374
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
10,340,514
2
Enter amount from Part I, line 27a .....................
2
-68,418
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,279
4
Add lines 1, 2, and 3 ..........................
4
10,273,375
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,273,374
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 846. CISCO SYS INC COM     2020-01-09
b 637. J P MORGAN CHASE & CO COM     2020-01-09
c 1050. WELLS FARGO & CO NEW COM   2019-03-07 2020-01-23
d 286. MICROSOFT CORP   2013-01-17 2020-02-05
e 1158. PFIZER INC COM   2015-01-23 2020-02-05
178. MICROSOFT CORP   2013-01-17 2020-02-24
706. WILLIAMS COS INC DEL COM   2017-05-03 2020-02-24
1750. WILLIAMS COS INC DEL COM   2017-05-03 2020-02-24
735. ABBOTT LABORATORIES INC   2016-07-07 2020-02-27
957. WELLS FARGO & CO NEW COM     2020-02-27
2794. WILLIAMS COS INC DEL COM     2020-02-27
2155. EXXON MOBIL CORP     2020-03-09
344. MICROSOFT CORP   2013-01-17 2020-03-09
1045. ONEOK INC NEW   2019-01-29 2020-03-12
750. DARDEN RESTAURANTS INC W I     2020-03-16
724. SIMON PROPERTY GROUP INC     2020-03-16
1399. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-01-09 2020-03-16
348. MICROSOFT CORP   2013-01-17 2020-03-19
1014. SIMON PROPERTY GROUP INC     2020-03-19
1978. SYSCO CORP COM     2020-03-19
381. MICROSOFT CORP   2013-01-17 2020-03-24
1066. VALERO ENERGY CORP NEW COM     2020-03-24
880. REALTY INCOME CORP COM     2020-04-03
656. MCDONALDS CORP COM     2020-04-17
5307. PFIZER INC COM     2020-05-12
800. JOHNSON & JOHNSON COM     2020-07-10
387. WEC ENERGY GROUP INC   2013-11-15 2020-07-10
675. MAXIM INTEGRATED PRODS INC COM     2020-07-27
159. HONEYWELL INTL INC   2017-07-21 2020-08-24
466. JOHNSON & JOHNSON COM     2020-08-28
334. MAXIM INTEGRATED PRODS INC COM     2020-08-28
932. MAXIM INTEGRATED PRODS INC COM   2014-08-01 2020-09-03
509. MAXIM INTEGRATED PRODS INC COM   2014-08-01 2020-09-15
1380. CISCO SYS INC COM   2013-03-14 2020-10-15
297. JOHNSON & JOHNSON COM     2020-10-15
168. HOME DEPOT INC COM   2015-02-25 2020-11-03
288. ILLINOIS TOOL WORKS INC COM     2020-11-03
177. TEXAS INSTRS INC COM   2017-01-24 2020-11-03
764. VALERO ENERGY CORP NEW COM   2017-05-30 2020-11-19
368. HONEYWELL INTL INC     2020-12-02
883. JOHNSON & JOHNSON COM   2012-06-25 2020-12-02
432. HONEYWELL INTL INC   2017-07-13 2020-12-08
186. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-01-09 2020-12-08
100. ABBOTT LABORATORIES INC   2016-07-07 2020-12-17
75. AIR PRODUCTS & CHEMICALS INC     2020-12-17
25. AMGEN INC   2016-08-26 2020-12-17
75. AUTOMATIC DATA PROCESSING INC   2019-11-15 2020-12-17
25. BLACKROCK INC   2019-07-09 2020-12-17
25. BROADCOM INC   2020-09-15 2020-12-17
129. CIGNA CORP   2019-12-06 2020-12-17
100. CHEVRON CORPORATION   2019-02-04 2020-12-17
250. CISCO SYS INC COM   2013-03-14 2020-12-17
75. COCACOLA CO   2020-03-09 2020-12-17
150. COMCAST CORPORATION CL A   2019-04-16 2020-12-17
100. CROWN CASTLE INTL CORP   2015-12-07 2020-12-17
30. EVERSOURCE ENERGY   2020-03-12 2020-12-17
75. HOME DEPOT INC COM   2015-02-25 2020-12-17
25. HONEYWELL INTL INC   2017-07-13 2020-12-17
25. ILLINOIS TOOL WORKS INC COM   2017-09-07 2020-12-17
125. J P MORGAN CHASE & CO COM   2014-11-03 2020-12-17
25. JOHNSON & JOHNSON COM   2012-06-25 2020-12-17
75. LILLY ELI & CO   2019-11-15 2020-12-17
25. LOCKHEED MARTIN CORP   2019-05-02 2020-12-17
100. MARSH & MCLENNAN COS INC COM   2017-12-08 2020-12-17
25. MCDONALDS CORP COM   2018-02-13 2020-12-17
75. MICROSOFT CORP   2013-01-17 2020-12-17
200. MONDELEZ INTERNATIONAL   2020-02-05 2020-12-17
150. NEXTERA ENERGY INC   2015-02-20 2020-12-17
75. PNC BANK CORP COM   2020-01-09 2020-12-17
125. PAYCHEX INC COM   2014-08-01 2020-12-17
75. PROLOGIS INC   2020-07-27 2020-12-17
75. QUALCOMM   2020-10-15 2020-12-17
75. REALTY INCOME CORP COM   2016-02-11 2020-12-17
75. SEMPRA ENERGY   2018-07-13 2020-12-17
125. STARBUCKS CORP COM   2018-08-24 2020-12-17
100. TEXAS INSTRS INC COM   2017-01-24 2020-12-17
275. TRUIST FINANCIAL CORP     2020-12-17
150. US BANCORP DEL COM NEW   2018-11-16 2020-12-17
150. VERIZON COMMUNICATIONS COM   2020-05-12 2020-12-17
100. WEC ENERGY GROUP INC   2013-11-15 2020-12-17
25. EATON CORP PLC SEDOL B8KQN82   2020-02-05 2020-12-17
100. MEDTRONIC PLC SEDOL BTN1Y11   2018-09-07 2020-12-17
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(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 40,177   19,864 20,313
b 87,516   39,568 47,948
c 50,362   52,094 -1,732
d 51,409   7,809 43,600
e 44,497   37,971 6,526
30,619   4,860 25,759
14,474   21,535 -7,061
36,134   53,380 -17,246
59,537   30,433 29,104
41,263   45,856 -4,593
53,156   82,603 -29,447
94,414   183,924 -89,510
53,955   9,393 44,562
31,359   65,302 -33,943
37,928   92,841 -54,913
52,447   129,649 -77,202
49,663   112,290 -62,627
49,553   9,502 40,051
55,149   163,379 -108,230
64,887   140,041 -75,154
55,260   10,403 44,857
36,186   68,640 -32,454
38,981   57,536 -18,555
119,875   107,233 12,642
199,636   173,980 25,656
113,673   77,621 36,052
34,062   16,313 17,749
46,554   22,389 24,165
25,118   20,833 4,285
71,169   44,310 26,859
23,368   10,921 12,447
63,782   27,609 36,173
34,070   15,078 18,992
54,824   30,135 24,689
43,743   22,523 21,220
46,548   19,608 26,940
59,504   43,321 16,183
26,056   13,563 12,493
39,105   46,905 -7,800
76,081   48,063 28,018
131,177   58,648 72,529
91,526   56,032 35,494
16,345   14,929 1,416
10,876   4,141 6,735
20,219   10,718 9,501
5,753   4,297 1,456
13,284   12,826 458
17,673   11,802 5,871
10,672   9,173 1,499
26,066   25,608 458
8,817   11,752 -2,935
11,195   5,459 5,736
3,997   3,981 16
7,707   6,298 1,409
15,609   8,417 7,192
2,575   2,445 130
20,531   8,753 11,778
5,275   3,243 2,032
5,139   3,445 1,694
15,005   7,585 7,420
3,833   1,660 2,173
13,023   8,497 4,526
8,842   8,285 557
11,849   8,422 3,427
5,347   4,068 1,279
16,445   2,048 14,397
11,556   11,586 -30
11,274   3,940 7,334
10,877   12,044 -1,167
11,945   5,143 6,802
7,541   7,614 -73
11,174   9,645 1,529
4,603   4,424 179
9,833   8,714 1,119
12,863   6,584 6,279
16,272   7,663 8,609
12,901   11,316 1,585
6,786   8,214 -1,428
9,004   8,413 591
9,283   4,215 5,068
2,870   2,548 322
11,511   9,651 1,860
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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       20,313
b       47,948
c       -1,732
d       43,600
e       6,526
      25,759
      -7,061
      -17,246
      29,104
      -4,593
      -29,447
      -89,510
      44,562
      -33,943
      -54,913
      -77,202
      -62,627
      40,051
      -108,230
      -75,154
      44,857
      -32,454
      -18,555
      12,642
      25,656
      36,052
      17,749
      24,165
      4,285
      26,859
      12,447
      36,173
      18,992
      24,689
      21,220
      26,940
      16,183
      12,493
      -7,800
      28,018
      72,529
      35,494
      1,416
      6,735
      9,501
      1,456
      458
      5,871
      1,499
      458
      -2,935
      5,736
      16
      1,409
      7,192
      130
      11,778
      2,032
      1,694
      7,420
      2,173
      4,526
      557
      3,427
      1,279
      14,397
      -30
      7,334
      -1,167
      6,802
      -73
      1,529
      179
      1,119
      6,279
      8,609
      1,585
      -1,428
      591
      5,068
      322
      1,860
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 262,214
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 8,912
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 8,912
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 8,912
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,001
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,881
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,969
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,969 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    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. Click to see attachment...............................
    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 addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (216) 222-8220

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
     
     
    ........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
    LAWRENCE H KYTE JR TRUSTEE
    1     		300    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    MARY W CLAUDER TRUSTEE
    1     		100    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    RICHARD F WILLIAMS TRUSTEE
    1     		200    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    RYAN KYTE TRUSTEE
    1     		300    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    SHARON W FRISBIE TRUSTEE
    1     		0    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    THOMAS L WILLIAMS TRUSTEE
    1     		100    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    W JOSEPH WILLIAMS JR TREASURER
    1     		300    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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.........................bullet  
    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
    14,916,579
    b
    Average of monthly cash balances.......................
    1b
    27,109
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,943,688
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    14,943,688
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    224,155
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,719,533
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    735,977
    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
    735,977
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,912
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,912
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    727,065
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    727,065
    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
    727,065
    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
    758,982
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    758,982
    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
    758,982
    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 7 727,065
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 31,532
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 758,982
    a Applied to 2019, but not more than line 2a 31,532
    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..... 727,065
    e Remaining amount distributed out of corpus 385
    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 5 385
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		385
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 385
    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).)
    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
    ST MARGARET HALL
    1960 MADISON RD
    CINCINNATI,OH45206     		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000
    STEPPING STONES CENTER
    5650 GIVEN RD
    CINCINNATI,OH45243     		N/A PC GENERAL SUPPORT 1,000
    CAMPING EDUCATION FOUNDATION
    3515 MICHIGAN AVENUE
    CINCINNATI,OH45208     		NONE PC GENERAL SUPPORT 12,500
    CHOSEN & DEARLY LOVED FOUNDATION
    16301 NE 8TH STREET
    BELLEVUE,WA98008     		NONE PC GENERAL SUPPORT 2,500
    CHRIST HOSPITAL - HEART & VASCULAR
    CENTER
    2139 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC GENERAL SUPPORT 30,000
    CINCINNATI CHILDREN'S HOSPITAL
    MEDICAL CENTER
    3333 BURNET AVENUE
    CINCINNATI,OH45229     		NONE PC GENERAL SUPPORT 25,000
    SISTERS OF NOTRE DAME DE NEMUR
    701 E COLUMBIA AVENUE
    CINCINNATI,OH45215     		NONE PC GENERAL SUPPORT 15,000
    THE CHILDREN'S HOME
    5050 MADISON ROAD
    CINCINNATI,OH45227     		NONE PC GENERAL SUPPORT 57,500
    4C - FOR CHILDREN
    1736 N 2ND STREET
    MILWAUKEE,WI53212     		NONE PC GENERAL SUPPORT 30,000
    BLOC MINISTRIES
    911 W 8TH STREET
    CINCINNATI,OH45203     		NINE PC GENERAL SUPPORT 25,000
    CINCINNATI USA REGIONAL CHAMBER
    FOUNDATION
    3 EAST 4TH STREET
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 10,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		NONE PC GENERAL SUPPORT 2,500
    FREESTORE FOODBANK
    1141 CENTRAL PKWY
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 100,000
    IGNATION SPIRITUALITY PROJECT
    205 W MONROE STREET
    CHICAGO,IL60606     		NONE PC GENERAL SUPPORT 5,000
    INTERNATIONAL RETT SYNDROME FOUNDATION
    4600 DEVITT DRIVE
    CINCINNATI,OH45246     		NONE PC GENERAL SUPPORT 10,000
    NAACP LEGAL DEFENSE FUND
    40 RECTOR STREET 5
    NEW YORK,NY10006     		NONE PC GENERAL SUPPORT 2,500
    ARTSWAVE
    20 EAST CENTRAL PARKWAY SUITE 200
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 15,000
    BOYS AND GIRLS CLUB OF GREATER
    CINCINNATI
    600 DALTON AVE
    CINCINNATI,OH45203     		N/A PC GENERAL SUPPORT 25,000
    CISE FUND
    100 EAST EIGHTH STREET
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 44,500
    CINCINNATI ART MUSEUM
    EDON PARK
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 3,000
    CINCINNATI SHAKESPEARE COMPANY
    719 RACE STREET
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 5,000
    CINCINNATI ZOO & BOTANICAL
    GARDENS
    3400 VINE ST
    CINCINNATI,OH45220     		N/A PC GENERAL SUPPORT 1,000
    FIRST STEP HOME
    2211 FULTON AVE
    CincinnatI,OH45206     		N/A PC GENERAL SUPPORT 15,000
    ST XAVIER HIGH SCHOOL
    600 W NORTH BEND ROAD
    Cincinnati,OH45224     		N/A PC SCHOLARSHIPS 2,500
    SUMMIT COUNTY DAY SCHOOL
    2161 GRANDIN RD
    CINCINNATI,OH45208     		N/A PC GENERAL SUPPORT 10,332
    TALBERT HOUSE FOUNDATION
    2600 VICTORY PARKWAY
    CINCINNATI,OH45206     		N/A PC GENERAL SUPPORT 3,000
    UNITED WAY
    2400 READING ROAD
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 35,000
    XAVIER UNIVERSITY
    3800 VICTORY PARKWAY
    CINCINNATI,OH45206     		N/A PC GENERAL SUPPORT 150,000
    HOMELESS TO HOMES PLAN
    2368 VICTORY PARKWAY
    CINCINNATI,OH45206     		N/A PC GENERAL SUPPORT 5,000
    KAREN WELLINGTON FOUNDATION
    5090 BOUCHAINE WAY
    CINCINNATI,OH45208     		N/A PC GENERAL SUPPORT 6,500
    LASOUPE
    4150 ROUND BOTTOM ROAD
    CINCINNATI,OH45244     		N/A PC GENERAL SUPPORT 51,000
    MERCY HOSPITAL FOUNDATION
    1701 MERCY HEALTH PLACE
    CINCINNATI,OH45237     		N/A PC GENERAL SUPPORT 20,000
    MULTIPLE SCLEROSIS SOCIETY
    4440 LAKE FOREST DRIVE
    CINCINNATI,OH45242     		N/A PC GENERAL SUPPORT 26,000
    XAVIER UNIVERSITY
    COLONEL CF WILLIAMS AWARD
    3800 VICTORY PARKWAY
    CINCINNATI,OH45206     		NONE PC SCHOLARSHIP 3,000
    YMCA OF GREATER CINCINNATI
    1105 ELM STREET
    CINCINNATI,OH45202     		N/A PC GENERAL SUPPORT 6,000
    Total .................................bullet 3a 758,332
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    4 Dividends and interest from securities....     14 425,913  
    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 ............     		    18 262,214  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   688,127  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    688,127
    (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
    WILLIAMS FOUNDATION
     
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    WILLIAMS FOUNDATION
          		Employer identification number
    31-6032504
    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
    LESS THAN 5 000 PER PERSON 4
    212 EAST THIRD ST SUITE 300
     
    CINCINNATI, OH45202

    		$ 600


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    LAWRENCE H KYTE JR
    1201 EDGECLIFF PLACE
     
    CINCINNATI, OH45206

    		$ 28,150


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    RICHARD F WILLIAMS
    4620 BURLEY HILLS DRIVE
     
    CINCINNATI, OH45243

    		$ 840


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

    		$ 9,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    CIN-AIR LTD
    212 EAST THIRD STREET
     
    CINCINNATI, OH45202

    		$ 8,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    NAP - CORPORATE
    212 EAST THIRD STREET
     
    CINCINNATI, OH45202

    		$ 8,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    WILLIAMS FOUNDATION
          		Employer identification number
    31-6032504
    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
    BJ DEVELOPMENT LLC
    212 EAST THIRD STREET
     
    CINCINNATI, OH45202

    		$ 9,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    NORTH AMERICAN PROPERTIES INC
    212 EAST THIRD STREET
     
    CINCINNATI, OH45202

    		$ 5,800


    (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.)
    (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
    WILLIAMS FOUNDATION
          		Employer identification number

    31-6032504
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    WILLIAMS FOUNDATION
          		Employer identification number

    31-6032504
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2824100 ABBOTT LABORATORIES IN 125,252 331,207
    9158106 AIR PRODUCTS & CHEMICA 254,081 491,523
    31162100 AMGEN INC 127,544 170,601
    53015103 AUTOMATIC DATA PROCES 244,552 377,068
    166764100 CHEVRON CORPORATION 362,329 271,845
    191216100 COCA COLA CO 136,669 150,755
    437076102 HOME DEPOT INC 265,552 610,129
    438516106 HONEYWELL INTL INC 173,483 324,580
    452308109 ILLINOIS TOOL WORKS 149,645 257,297
    478160104 JOHNSON & JOHNSON 40,117 95,058
    532457108 LILLY ELI & CO 197,947 303,574
    539830109 LOCKHEED MARTIN CORP 189,542 472,123
    571748102 MARSH & MCLENNAN COM 234,476 349,245
    580135101 MCDONALD'S CORP 272,158 365,859
    594918104 MICROSOFT CORP 69,219 563,835
    609207105 MONDELEZ INTERNATION 365,703 424,726
    693475105 PNC FINANCIAL SERVIC 295,203 307,089
    704326107 PAYCHEX INC 171,399 394,245
    713448108 PEPSICO INC 362,739 560,277
    718546104 PHILLIPS 66 173,215 116,940
    742718109 PROCTER & GAMBLE CO 223,495 255,461
    747525103 QUALCOMM 338,982 427,618
    756109104 REALTY INCOME CORP 129,582 136,401
    816851109 SEMPRA ENERGY 258,734 290,495
    855244109 STARBUCKS CORP 235,545 490,503
    882508104 TEXAS INSTRUMENTS IN 254,045 674,574
    902973304 US BANCORP DEL COM N 256,014 228,011
    911312106 UNITED PARCEL SERVIC 79,516 79,990
    00287Y109 ABBVIE INC 339,942 441,565
    03027X100 AMERICAN TOWER CORP 97,944 98,313
    09247X101 BLACKROCK INC 179,745 530,332
    11135F101 BROADCOM INC 307,425 482,949
    17275R102 CISCO SYSTEMS INC 179,422 403,377
    20030N101 COMCAST CORPORATION 179,033 249,162
    22822V101 CROWN CASTLE INTL CO 248,509 475,182
    30040W108 EVERSOURCE ENERGY 52,910 63,239
    46625H100 JPMORGAN CHASE & CO 279,105 590,621
    58933Y105 MERCK & CO INC 524,244 537,099
    65339F101 NEXTERA ENERGY INC 217,948 839,855
    74340W103 PROLOGIS INC 227,609 262,604
    89832Q109 TRUIST FINANCIAL COR 367,059 465,400
    92343V104 VERIZON COMMUNICATIO 262,205 290,166
    92939U106 WEC ENERGY GROUP INC 142,939 312,074
    G29183103 EATON CORP PLC SEDOL 153,411 184,535
    G5960L103 MEDTRONIC PLC SEDOL 251,027 370,162
    N53745100 LYONDELLBASELL INDUS 49,764 56,829

    TY 2020 OtherDecreasesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 1


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 105 105   0


    TY 2020 OtherIncomeSchedule2
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP - CAPITAL GAIN (LOSS)   23,896  


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 2
    RETURN OF CAPITAL ADJUSTMENT 1,277


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 11,761 11,761    
    NON PNC INVESTMENT MANAGEMENT 51,095 51,095    


    TY 2020 SubstantialContributorsSch
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Name Address
    LAWRENCE H KYTE JR 1201 EDGECLIFF PLACE
    CINCINNATI,OH45206
    NAP INVESTORS HOLDINGS LLC 212 EAST THIRD STREET
    CINCINNATI,OH45202
    CIN-AIR LTD 212 EAST THIRD STREET
    CINCINNATI,OH45202
    NAP - CORPORATE 212 EAST THIRD STREET
    CINCINNATI,OH45202
    BJ DEVELOPMENT LLC 212 EAST THIRD STREET
    CINCINNATI,OH45202
    NORTH AMERICAN PROPERTIES INC 212 EAST THIRD STREET
    CINCINNATI,OH45202


    TY 2020 TaxesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 4,342 0   0