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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 04-01-2021 , and ending 03-31-2022
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$563,918,080J 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) 3,662,123
2 Check bullet.............
3 Interest on savings and temporary cash investments 46,563 46,563 46,563
4 Dividends and interest from securities... 6,283,861 6,283,861 6,283,861
5a Gross rents............ 168,220 168,220 168,220
b Net rental income or (loss) 55,302
6a Net gain or (loss) from sale of assets not on line 10 112,062,461
b Gross sales price for all assets on line 6a 287,169,809
7 Capital gain net income (from Part IV, line 2)... 112,062,461
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 607,120
b Less: Cost of goods sold.... 297,665
c Gross profit or (loss) (attach schedule)..... 309,455 309,455
11 Other income (attach schedule)....... Click to see attachment 484,046 283,959 484,046
12 Total. Add lines 1 through 11........ 123,016,729 118,845,064 7,292,145
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 704,231 103,116 103,116 601,116
14 Other employee salaries and wages...... 7,354,973 0 240,004 7,114,969
15 Pension plans, employee benefits....... 1,546,872 5,156 212,785 1,334,087
16a Legal fees (attach schedule)......... Click to see attachment 47,002 0 0 47,002
b Accounting fees (attach schedule)....... Click to see attachment 50,111 0 0 50,111
c Other professional fees (attach schedule).... Click to see attachment 1,469,674 1,386,569 1,399,325 70,349
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,253,689 34,231 34,231 2,219,458
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 34,838 0 1,414 33,424
22 Printing and publications.......... 279,272 0 0 279,272
23 Other expenses (attach schedule)....... Click to see attachment 5,309,708 728,052 778,251 4,531,457
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,050,370 2,257,124 2,769,126 16,281,245
25 Contributions, gifts, grants paid....... 39,633 39,633
26 Total expenses and disbursements. Add lines 24 and 25 19,090,003 2,257,124 2,769,126 16,320,878
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 103,926,726
b Net investment income (if negative, enter -0-) 116,587,940
c Adjusted net income (if negative, enter -0-)... 4,523,019
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 483,778 29,598,915 29,598,915
2 Savings and temporary cash investments......... 38,405,307 1,078,738 1,078,738
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.............. 276,265 233,235 233,235
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 17,335,940 Click to see attachment37,791,360 35,966,429
b Investments—corporate stock (attach schedule)....... 225,605,020 Click to see attachment277,674,806 317,705,617
c Investments—corporate bonds (attach schedule)....... 29,507,649 Click to see attachment60,521,694 59,270,759
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).......... 10,454,399 Click to see attachment15,812,912 27,082,416
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 attachment43,288,081 Click to see attachment44,824,281 Click to see attachment47,335,619
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 439,631,146 541,810,648 563,918,080
Liabilities 17 Accounts payable and accrued expenses.......... 1,885,354 138,130
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)......... 1,885,354 138,130
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........... 437,745,792 541,672,518
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)..... 437,745,792 541,672,518
30 Total liabilities and net assets/fund balances (see instructions). 439,631,146 541,810,648
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
437,745,792
2
Enter amount from Part I, line 27a .....................
2
103,926,726
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
541,672,518
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
541,672,518
Form 990-PF (2021)
Form 990-PF (2021)
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
(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 45,103,997   46,994,101 -1,890,104
b 241,238,688   128,113,247 113,125,441
c 8,312     8,312
d 818,812     818,812
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,890,104
b       113,125,441
c       8,312
d       818,812
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 112,062,461
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 -1,881,792
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,620,572
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 1,620,572
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,648,700
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 1,648,700
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 391
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 27,737
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet27,737 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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     		48,000 0 0
    401 IONA ST
    METAIRIE,LA70005
    JOHN E WALKER EMERITUS
    5.00     		6,000 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     		0 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     		206,231 10,312 0
    2806 URSULINES AVE
    NEW ORLEANS,LA70119
    DANIEL HAMMER PRESIDENT/CEO
    40.00     		240,000 12,000 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     		177,842 8,892 0
    1512 MARENGO STREET
    NEW ORLEANS,LA70115
    JASON WIESE CHIEF CURATOR
    40.00     		150,000 7,500 0
    1011 JOLIET ST
    NEW ORLEANS,LA70118
    JACK PRUITT DIR., DEVELOPMENT
    40.00     		147,484 7,374 0
    205 RUE SAINT ANN
    METAIRIE,LA70005
    JESSICA DORMAN DIR., PUBLICATIONS
    40.00     		142,962 7,148 0
    3716 CAMP ST
    NEW ORLEANS,LA70115
    CAROL BARTELS DIR., TECHNOLOGY
    40.00     		127,241 6,362 0
    134 E HENFER AVE
    RIVER RIDGE,LA70123
    Total number of other employees paid over $50,000...................bullet 85
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 455,976
    601 POYDRAS ST SUITE 1808
    NEW ORLEANS,LA70130
    CLEARBRIDGE ADVISORS INVESTMENT ADVISOR 203,845
    620 8TH AVE
    NEW YORK,NY10118
    MORGAN STANLEY SMITH BARNEY INVESTMENT ADVISOR 194,154
    787 7TH AVE
    NEW YORK,NY10019
    GOLDMAN SACHS INVESTMENT ADVISOR 167,496
    3414 PEACHTREE
    ATLANTA,GA30326
    JP MORGAN CHASE NA ACCOUNT MANAGEMENT FEES 78,669
    201 ST CHARLES AVE
    NEW ORLEANS,LA70170
    Total number of others receiving over $50,000 for professional services.............bullet2
    Part VIII-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 - SIX MAJOR EXHIBITIONS INCLUDING: PIECES OF HISTORY: TEN YEARS OF DECORATIVE ARTS FIELDWORK; JOHN CLEMMER: A LEGACY IN ART; MAKING MARDI GRAS; AND, BACKSTATE AT STREETCAR: THE MAKING OF AN AMERICAN CLASSIC.2. OTHER EXHIBITIONS-NINE, INCLUDING CARTOGRAPHIC LEGACIES: HISTORIC MAPS AT THE WILLIAMS RESEARCH CENTER; FIT FOR A KING: THE REX ARCHIVES AT THNOC;DANCING IN THE STREETS(VIRTUAL VERSION);PIECES OF HISTORY (TRAVELING VERSION);PAUL NINAS PARADE MURAL AND SELECTED CARNIVAL ART.3. PROGRAMS - THIRTY-EIGHT PUBLIC PROGRAMS INCLUDING CONFERENCES, LECTURES, RECEPTIONS, FILM SCREENINGS, CONCERTS AND VIRTUAL PROGRAMMING.4. PUBLICATIONS-PERIODICALS AND BOOKS.5. EDUCATIONAL OUTREACH-15 VIRTUAL FIELD TRIPS;TEN FIELD TRIPS;EIGHT EDUCATOR WORKSHOPS;13 INTERNS; ONE ESSAY CONTEST; AND, ONE FAMILY ACTIVITY KIT.6. VISITORS 16,281,245
    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. 30,133
    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 2022 FELLOWSHIP PAYMENTS WERE MADE TO KYLE P. JACKSON AND PHILLIPPE HALBERT. 8,000
    4 KEMPER WILLIAMS PRIZE - THE WILLIAMS PRIZE IS AWARDED EACH YEAR TO THE AUTHOR OF THE BEST PUBLISHEDWORK ON LOUISIANA HISTORY. THE RECIPIENT WAS K. STEPHEN PRINCE. 1,500
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    467,290,036
    b
    Average of monthly cash balances.......................
    1b
    16,549,340
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,449,795
    d
    Total (add lines 1a, b, and c).........................
    1d
    490,289,171
    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
    490,289,171
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    7,354,338
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    482,934,833
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    24,146,742
    Part X
    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 IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    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 XII, line 1 ...
    7
     
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, 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 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		 
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
    4,523,019 11,431,037 8,757,882 7,870,874 32,582,812
    b 85% (0.85) of line 2a ......... 3,844,566 9,716,381 7,444,200 6,690,243 27,695,390
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		17,344,049 14,327,792 20,334,716 28,040,998 80,047,555
    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 ....     		17,344,049 14,327,792 20,334,716 28,040,998 80,047,555
    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 IX, line 6 for each year listed ..     		16,097,828 13,961,453 13,118,562 12,999,969 56,177,812
    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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    KYLE P JACKSON
    1907 CENTER ST 4
    BERKELEY,CA94704     		NONE N/A FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4,000
    K STEPHEN PRINCE
    1018 E COMANCHE AVE
    TAMPA,FL33604     		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. 30,133
    PHILLIPPE HALBERT
    106 DWIGHT STREET 3
    NEW HAVEN,CT06511     		NONE N/A FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4,000
    Total .................................bullet 3a 39,633
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 46,563  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 119,122 -63,820
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 112,062,461  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         309,455
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 118,795,966 445,722
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    119,241,688
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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
    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
    2
    DR DANA GARVEY
    4616 25TH AVENUE NE 422
     
    SEATTLE, WA98105

    		$ 99,017


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    Schwab Charitable
     
    211 Main Street
     
    SAN FRANCISCO, CA94105

    		$ 105,000


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

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    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
    6
    MRS FRANK W MASSON
    933 Saint Philip St
     
    NEW ORLEANS, LA701162407

    		$ 50,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    THE HELIS FOUNDATION
     
    201 St Charles Ave SUITE 2600
     
    NEW ORLEANS, LA701703100

    		$ 75,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    TULANE UNIVERSITY
     
    8333 MAPLE STREET RM 160
     
    NEW ORLEANS, LA701181041

    		$ 12,620


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    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
    10
    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
    11
    US SMALL BUSINESS ADMINISTRATION-PPP LOAN FORGIVENESS
     
    409 3RD STREET SW
     
    WASHINGTON, DC20416

    		$ 1,757,173


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    MR AND MRS TERRY MCFILLEN
    116 WOODSBORRO DRIVE
     
    LAFAYETTE, LA70508

    		$ 18,587


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    MS KATIE HOVAS AND MRS MICHELLE LEC
    4038 MAGAZINE STREET
     
    NEW ORLEANS, LA70115

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    CAHN FAMILY FOUNDATION
     
    PO BOX 52005
     
    NEW ORLEANS, LA701522005

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    LOUISE H MOFFETT FAMILY FOUNDATION
     
    3300 WEST ESPLANADE AVENUE S SUITE
     
    METAIRIE, LA70002

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    ESTATE OF MARJORIE MONROE COLOMB
     
    7543 RIENZI BOULEVARD
     
    BATON ROUGE, LA708091123

    		$ 372,316


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    MR FRASIER ETSY
    630 FIFTH AVENUE
     
    NEW YORK, NY10111

    		$ 60,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    MARDI GRAS WORLD
     
    1380 PORT OF NEW ORLEANS PLACE
     
    NEW ORLEANS, LA70130

    		$ 50,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    MS E ALEXANDRA STAFFORD AND MR RAYM
    PO BOX 9399
     
    METAIRIE, LA700559399

    		$ 25,852


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
    FITZPATRICK FOUNDATION
     
    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
    21
    JP MORGAN CHASE & CO
     
    201 St Charles Ave28TH FLOOR
     
    NEW ORLEANS, LA701701000

    		$ 16,650


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
    THE DERBES FOUNDATION
     
    18166 SE VILLAGE CIRCLE
     
    TEQUESTA, FL33469

    		$ 10,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    HAYGOOD FOUNDATION
     
    1240 HARMONY STREET
     
    NEW ORLEANS, LA701153423

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
    THE AZBY FUND
     
    650 Poydras Street Suite 2521
     
    NEW ORLEANS, LA70130

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    MORGAN STANLEY GIFT FUND
     
    2000 WESTCHESTER AVENUE FLOOR 2
     
    PURCHASE, NY10577

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    26
    MR DAVID G SPIELMAN
    1332 WASHINGTON AVE
     
    NEW ORLEANS, LA70130

    		$ 84,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    27
    LAURA SIMON NELSON
    1708 APPLEWOOD DRIVE
     
    BATON ROUGE, LA708085911

    		$ 123,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    28
    BROOKS BRASELMAN
    7520 DOMINICAN STREET
     
    NEW ORLEANS, LA70118

    		$ 60,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    29
    LAURA SIMON NELSON
    1708 APPLEWOOD DRIVE
     
    BATON ROUGE, LA708085911

    		$ 60,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    30
    SUGAR BOWL
     
    1500 SUGAR BOWL DRIVE
     
    NEW ORLEANS, LA70112

    		$ 50,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    FEDERAL EMERGENCY MANAGEMENT AGENCY
     
    FEMA REGION 61500 MAIN STREET
     
    BATON ROUGE, LA70802

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    32
    JEANNE NATHAN AND TOBERT C TANNEN
    2326 ESPLANADE AVENUE
     
    NEW ORLEANS, LA70119

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    33
    HOWARD PHILIPS SMITH
    1400 RANDALL CT
     
    LOS ANGELES, CA90065

    		$ 8,450


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    34
    KIMBERLY GUISE
    614 N ALEXANDER ST
     
    NEW ORLEANS, LA70119

    		$ 6,300


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    35
    WILLIAM R CULLISON III
    360 AUDUBON STREET
     
    NEW ORLEANS, LA70118

    		$ 5,850


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    36
    DR LESLIE GALE PARR
    1202 N DUPRE ST
     
    NEW ORLEANS, LA70119

    		$ 5,500


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    WILLIAM ALLERTON III
    PO BOX 791348
     
    NEW ORLEANS, LA701791348

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    38
    ELIZABETH OVERSTAD
    5221 YORK AVENUE SOUTH
     
    MINNEAPOLIS, MN55410

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    39
    CAROLINE NOYA
    1356 FAIRFIELD DRIVE
     
    MANDEVILLE, LA70448

    		$ 5,000


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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
    26
    		 NEW ORLEANS PORTRAYED - 112 ITEMS $ 84,000 2021-04-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    27
    		 19 ITEMS $ 123,500 2021-04-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    28
    		 LIN EMERY PAPERS - 40 LINEAR FEET $ 60,000 2022-01-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    29
    		 43 ITEMS $ 60,000 2021-12-17
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    30
    		 SUGAR BOWL COLLECTION - ADDITION - 10 LINEAR FEET $ 50,000 2022-03-08
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    31
    		 RAW FOOTAGE - 16 ITEMS $ 15,000 2022-01-13
    Schedule B (Form 990) (2021)
    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
    32
    		 ROBERT TANNEN AND JEANNE NATHAN PAPERS - 25 LINEAR FEET $ 10,000 2021-07-12
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    33
    		 2 ITEMS $ 8,450 2021-08-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    34
    		 21 CARNIVAL COSTUME DESIGNS - 21 ITEMS $ 6,300 2021-11-24
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    35
    		 23 ITEMS $ 5,850 2021-11-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    36
    		 DANCING IN THE STREETS EXHIBITION PRINTS - 11 ITEMS $ 5,500 2021-08-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    37
    		 NEW ORLEANS TIMES PICAYUNE AND STATES-ITEM PHOTOGRAPHS - 244 ITEMS $ 5,000 2021-08-02
    Schedule B (Form 990) (2021)
    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
    38
    		 SLAVERY IN LOUISIANA COLLECTION - ADDITION - 11 ITEMS $ 5,000 2021-11-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    39
    		 NEW ORLEANS HOSPITAL AND DISPENSARY FOR WOMAN AND CHILDREN SCRAPBOOK - 1 ITEM $ 5,000 2021-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 50,111 0 0 50,111

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Category Amount
    NONE 0

    TY 2021 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
    FEDERAL HOME LOAN BANKS 1,513,575 1,530,969
    COMCAST CORP 1,163,386 1,163,386
    VODAFONE GROUP PLC 1,057,939 1,122,826
    FEDERAL HOME LOAN BANKS 1,051,038 1,099,721
    CHARLES SCHWAB CORP 995,970 1,049,106
    NATIONAL RURAL UTIL COOP 999,340 1,045,140
    FISERV INC. 996,260 1,036,050
    AERCAP IRELAND CAPITAL DAC 1,109,562 1,035,270
    APPLE INC 951,950 1,030,964
    INTL BK RECON & DEVELOP 994,460 1,029,761
    SYNCHRONY BANK 955,370 1,010,583
    ABBOTT LABORATORIES 950,070 1,008,991
    STATOIL ASA 961,460 1,008,446
    LANDWIRTSCHAFTLICHE RENTENBANK 970,622 999,938
    BANK OF MONTREAL HYBRID 1,026,590 994,759
    JPMORGAN CHASE & CO. 1,035,585 992,353
    ORACLE CORP 912,038 955,770
    FHLB 891,045 954,015
    EXELON CORPORATION 1,023,074 942,778
    AMERICAN TOWER CORP 933,939 937,484
    IBRD 921,605 932,522
    SUMITOMO MITSUI FINANCIAL GROUP 833,968 836,453
    DUKE ENERGY CAROLINAS LLC 747,232 791,304
    BANK OF AMERICA CORP 780,820 790,366
    RALPH LAUREN CORP 833,198 786,564
    XLINX INC 735,792 784,744
    BANCO SANTANDER SA 867,936 783,915
    MIZUHO FINANCIAL GROUP 774,608 745,450
    CITIGROUP INC 767,274 739,932
    EIB 779,685 733,563
    BANK OF AMERICA CORP 772,839 731,733
    EMERSON ELECTRIC CO 748,985 695,477
    TOYOTA MOTOR CORPORATION 642,206 643,851
    ANHEUSER-BUSCH INBEV WORLDWIDE 641,502 594,734
    VERIZON COMMUNICATIONS INC. 634,480 581,912
    SUNCOR ENERGY INC 599,678 569,464
    ORACLE CORP 642,359 568,082
    JOHN DEERE CAPITAL CORP MTN 564,346 562,550
    SIMON PROPERTY GROUP 572,049 555,527
    BP CAPITAL MARKETS AMERICA INC 525,000 537,489
    AMERISOURCEBERGEN CORP 517,606 509,502
    AMERICAN HONDA FINANCE MTN 511,756 497,644
    BAT CAPITAL CORP 517,237 490,874
    ROYAL BANK OF SCOTLAND GROUP 513,273 487,173
    BARCLAYS PLC 514,254 485,849
    AIRLEASE CORP MTN 516,447 481,085
    AT&T INC 516,271 475,969
    FOX CORPORATION 515,330 475,739
    TOYOTA MOTOR CORPORATION 449,383 454,733
    CANADIAN IMPERIAL BANK OF COMM HYBRID 458,104 454,379
    JPMORGAN CHASE & CO. 492,819 454,146
    CREDIT SUISSE AG-NEW YORK BRAN MTN 482,909 451,485
    PHILIP MORRIS INTERNATIONAL IN 464,208 450,535
    DELL INT LLC/EMC CORP 447,700 431,898
    HSBC HOLDINGS PLC HYBRID 451,426 429,208
    NETAPP INC. 476,678 425,121
    VELERO ENERGY CORP 452,645 420,417
    MPLX LP 452,000 417,149
    GATX CORP 427,736 397,615
    INVESCO FINANCIAL PLC 384,005 370,165
    AMERICAN TOWER CORP 382,299 369,065
    LLOYD BANKING GROUP PLC HYBRID 385,287 367,263
    BOEING COMPANY 389,663 366,687
    MIZUHO FINANCIAL GROUP 385,137 361,864
    BANCO SANTANDER SA 383,660 355,724
    GENERAL MOTORS CO. 382,475 353,177
    MARSH & MCLENNAN COMPANIES IN 353,008 342,157
    MITSUBISHI UFJ FINANCIAL GROUP 322,621 311,430
    CANADIAN NATL RESOURCES 296,231 290,060
    SPIRIT REALTY LP 304,702 287,435
    AMERICAN INTL GROUP 308,982 281,874
    SKYWORKS SOLUTIONS INC. 284,266 248,241
    BANK OF AMERICA CORP HYBRID MTN 258,761 247,030
    UNITEDHEALTH GROUP INC. 254,719 237,903
    CONSOLIDATEDEDISON CO 244,833 236,293
    BANCO SANTANDER SA 233,892 210,675
    HSBC HOLDINGS PLC HYBRID 222,342 201,250
    JPMORGAN CHASE & CO. 212,914 196,540
    MIZUHO FINANCIAL GROUP 202,280 196,374
    MITSUBISHI UFJ FINANCIAL GROUP 200,404 190,115
    UNITED TECHNOLOGIES CORP 33,703 34,611
    ISHARES IBOXX HIGH YIELD 7,657,769 7,298,053
    JPMORGAN TOTAL RETURN FUND 24,776 24,731
    DOUBLELINE LOW DRU EMG-1 1,008,021 969,070
    ASHMORE EM MKTS CRP INC-INST 291,102 230,599
    VANGUARD INTERN BND 248,642 276,950
    JPM CORE BD FD-USD 245,193 247,692
    VANGUARD I/T INVEST 250,118 241,625
    JPM MTGE BACKED SEC FD 193,272 195,994
    VANGUARD TOT BD MKT 120,000 125,649

    TY 2021 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
    CAESARS ENTERTAINMENT INC 2,919,478 4,081,126
    EBIX INC 10,899,673 7,152,642
    EURONET WORLDWIDE INC. 3,654,011 5,357,104
    FIRST HAWAIIAN INC 244,159 247,189
    FREEPORT-MCCORAN INC 4,390,366 6,535,836
    KEARNY FINL CORP MD 3,203,482 3,576,260
    LIGAND PHARMACEUTICALS INC. 3,642,049 4,064,263
    ON SEMICONDUCTOR CORP 1,707,541 5,667,394
    OPEN LENDING CORP 7,798,258 4,293,591
    PALOMAR HOLDINGS INC. 6,575,902 4,736,603
    PARAMOUNT GLOBAL 5,022,713 4,446,834
    PAYA HOLDINGS INC. 4,987,338 2,453,582
    POOL CORP 184,339 3,605,641
    PORCH GROUP INC. 3,022,225 1,835,077
    ROPER TECHNOLOGIES INC. 2,181,885 3,987,510
    STRYKER CORP 2,892,116 4,586,389
    TELEFLEX INC. 2,901,211 4,252,637
    TTEC HOLDINGS INC. 884,112 1,874,276
    VISA INC 816,943 4,180,364
    RESOURCE BANKSHARES INC. 853,089 4,500,000
    APPLE INC 1,071,518 3,492,200
    ARCHER-DANIELS-MIDLAND CO. 447,570 902,600
    ADVANCED MICRO DEVICES INC. 899,684 1,530,760
    AMAZON COM INC 2,123,830 3,259,950
    BANK OF AMERICA CORP 1,407,996 2,061,000
    BERKSHIRE HATHAWAY CL-B NEW 273,068 2,470,370
    BLACKSTONE INC 472,798 1,650,254
    CATERPILLAR INC. 1,284,318 1,336,920
    CHUBB LTD 1,112,576 1,711,200
    CHESAPEAKE ENERGY CORP 1,211,238 1,566,000
    COSTCO WHOLESALE CORP 761,367 1,439,625
    CHEVRON CORP 152,500 162,830
    DUPONT DE NEMOURS INC. 867,646 1,103,700
    DEERE & CO. 565,636 581,644
    WALT DISNEY CO. 126,773 411,480
    ECOLAB INC. 633,488 706,240
    CORNING INC. 1,332,538 1,845,500
    ALPHABET INC CL C 508,533 2,234,392
    GXO LOGISTICS INC. 1,266,230 1,070,100
    HOME DEPOT INC. 323,835 897,990
    HERSHEY CO. 270,590 1,408,095
    JOHNSON & JOHNSON 557,954 1,772,300
    JP MORGAN CHASE & CO 730,859 1,090,560
    COCA COLA CO 1,679,071 2,170,000
    LINDE PLC 555,820 966,336
    ELI LILLY & CO. 464,087 859,110
    LAMB WESTON HLDGS INC COM 1,520,612 1,198,200
    MASTERCARD INC CL A 974,751 1,429,520
    MONDELEZ INTERNATIONAL INC. 1,836,500 2,197,300
    METLIFE INC. 1,013,347 1,054,200
    MERCK & CO. INC. 858,712 984,600
    MICROSOFT CORP 1,346,738 4,008,030
    NEXTERA ENERGY INC. 1,465,660 1,990,685
    NEWMONT CORPORATION 958,408 1,350,650
    NESTLE SA ADR USD 817,303 1,301,000
    OPTION CARE HEALTH INC. 459,426 571,200
    PEPSICO INC. 875,661 1,339,040
    PFIZER INC. 1,068,778 1,708,410
    PROCTER & GAMBLE CO. 581,391 2,292,000
    PARKER HANNIFIN CORP 1,414,258 1,276,920
    PPG INDUSTRIES INC. 342,700 1,310,700
    REYNOLDS CONSUMER PRODS INC. 1,050,834 1,026,900
    RAYTHEON TECHNOLOGIES CORP 1,333,790 2,476,750
    TJX COS INC NEW 994,587 848,120
    TRAVELERS COS. INC. 480,614 548,190
    TEXAS INSTRUMENTS INC. 1,620,356 3,302,640
    UNITEDHEALTH GROUP INC. 613,959 1,019,940
    UNION PACIFIC CORP 2,183,284 2,732,100
    VISA INC 1,106,019 1,552,390
    WASTE MANAGEMENT INC. 467,069 1,585,000
    WALMART INC 1,033,999 1,787,040
    EXXON MOBIL CORP 923,319 1,156,260
    ALLEGHANY CORP 613,677 847,000
    ZOETIS INC. 704,255 1,508,720
    ISHARES CORE S&P 48,324,481 47,764,520
    VANGURAD S&P 500 42,679,350 43,592,850
    ISHARES CORE MSCI 16,012,455 14,597,100
    ISHARES MSCI TAIWAN 2,983,908 2,845,257
    ISHARES MSCI MEXICO 1,237,774 1,362,541
    WM BLAIR EM MRK S/C 1,589,009 1,338,579
    CULLEN EMG MKTS 1,418,830 1,328,845
    ISHARES LATIN AMERICA 958,617 1,227,391
    ISHARES MSCI INDIA 1,105,862 1,129,270
    ISHARES MSCI THAILAND 1,088,257 1,106,600
    ISHARES MSCI CHINA 1,219,503 1,052,240
    WASATCH EMERGING INDIA-INST 1,057,892 998,647
    ISHARES MSCI BRAZIL 689,666 744,592
    ISHARES MSCI SAUDI ARABIA 634,569 649,774
    ISHARES MSCI SOUTH AFRICA 527,365 542,139
    WCM FORCUSED GLOBAL GROWN-INST 682,970 529,369
    COLUMBIA GREATER CHINA 752,922 520,012
    T ROWE PRICE NEW 692,696 499,047
    MATTHEWS CHINA 552,128 437,011
    DELEWARE EMERGING MARKETS 470,727 389,862
    EATON VANCE GREATER INDIA 253,760 225,303
    ISHARES MSCI CHINA 50,402 41,941
    ASML HOLDING NV-NY REG 1,847,592 1,562,288
    CANADIAN PACIFIC RAILWAY LTD 1,279,573 1,447,503
    AIA GROUP LTD-SP 1,476,996 1,288,253
    RESMED INC. 1,390,886 1,213,035
    CSL LTD-SPONSORED ADR 1,296,649 1,190,217
    ACCENTURE PLC 1,084,543 1,142,535
    EXPERIAN PLC 1,272,528 1,142,530
    AON PLC-CLASS A 924,232 1,107,467
    ALCON INC. 908,575 995,908
    LVMH MOET HENNESSY-UNSP ADR 1,196,998 990,503
    LULUEMON ATLETICA INC. 1,098,961 981,007
    FERRARI NV 1,000,440 980,968
    NESTLE SP-SPONS ADR 908,560 956,495
    ICON PLC 925,782 936,397
    LONZA GROUP 1,007,874 935,845
    METTLER-TOLEDO INTERNATIONAL 1,027,059 925,530
    STERIS PLC 823,765 922,836
    DSV A/S - UNSP ADR 1,130,486 921,397
    SIKA AG-BR-ADR 935,100 873,873
    EVOLUTION AB 1,135,281 764,864
    AMADEUS IT GROUP 738,853 762,253
    LASERTEC CORP 828,688 749,432
    NOVO-NORDISH A/S-SPONS 687,561 718,604
    SCHNEIDER ELECT 691,964 699,516
    PERNOD RICARD SA 673,214 668,759
    ADYEN NV-UNSPON ADR 901,171 637,701
    ATLASSIAN CORP 792,722 612,341
    TAIWAN SEMICONDUCTOR 650,023 573,951
    FERGUSON PLC 619,126 561,828
    SHOPIFY INC. 1,250,497 548,203
    ATLAS COPCO 687,603 514,225
    LINING CO LTD 718,491 513,588
    EPAM SYSTEMS INC. 986,747 483,177
    ASM INTERNATIONAL 487,276 476,256
    SHENZHOU INTERNATI-UNSP ADR 763,427 444,463

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    US Government Securities - End of Year Book Value:

    37,791,360
    US Government Securities - End of Year Fair Market Value:

    35,966,429
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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 15,812,912 27,082,416

    TY 2021 LegalFeesSchedule
    Name:
    KEMPER AND LEILA WILLIAMS
     
    FOUNDATION INC
    EIN:
    23-7336090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 47,002 0 0 47,002


    TY 2021 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 42,864,916 44,401,116 46,195,824


    TY 2021 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 648,952 648,952 648,952 0
    INSURANCE PREMIUMS 800,992 0 0 800,992
    MEMBERSHIPS 45,496 0 0 45,496
    SUBSCRIPTIONS 34,921 0 4,462 30,459
    POSTAGE & FREIGHT 60,805 0 12,177 48,628
    MOVING/STORAGE 6,370 0 0 6,370
    REPAIRS 169,920 0 0 169,920
    TELEPHONE 81,277 0 0 81,277
    UTILITIES 524,754 0 3,778 520,976
    VAN 995 0 0 995
    COURTYARD/GROUNDS 11,622 0 0 11,622
    SERVICE/MAINTENANCE CONTRACTS 366,030 0 0 366,030
    EXHIBITIONS/RECEPTIONS 409,104 0 0 409,104
    SOFTWARE/MICROFILM 235,347 0 0 235,347
    CONSERVATION 73,637 0 0 73,637
    ADVERTISING 269,827 0 0 269,827
    PUBLIC RELATIONS/MEETINGS 84,154 0 64 84,090
    DEPARTMENT OPERATING EXPENSES 212,635 0 19,061 193,574
    ACQUISITIONS EXPENSES 5,347 0 0 5,347
    APPRAISALS 15,000 0 0 15,000
    OFFICE EQUIPMENT/FURNISHINGS 327,895 0 134 327,761
    COLLECTION PROCESSING/DEV 59,163 0 0 59,163
    CONSULTING SERVICES 78,750 0 0 78,750
    EDUCATION OUTREACH/SEMINARS 242,188 0 0 242,188
    MAJOR REPAIRS 336,798 0 0 336,798
    DONATIONS 10,523 0 10,523 0
    HUMAN RESOURCES 117,648 0 0 117,648
    ANNUITY PAYMENTS 413 413 413 0
    EXPENSES/WILLIAMS PRIZE 158 0 0 158
    EXPENSES/WOEST FELLOWSHIP 300 0 0 300
    INSURANCE 26,921 26,921 26,921 0
    REPAIRS - HURRICANE IDA 25,600 25,600 25,600 0
    INSURANCE 1,927 1,927 1,927 0
    INSURANCE 11,039 11,039 11,039 0
    General Operating Expenses 13,200 13,200 13,200 0


    TY 2021 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 296,653 296,653 296,653
    INCOME (LOSS) FROM PASS-THROUGH ENTITIES -12,694 -12,694 -12,694
    ADMISSIONS 5,522   5,522
    BOOK SALES/PRODUCT ROY 53,749   53,749
    DUPLICATION FEES 31,755   31,755
    SPECIAL EVENTS 109,061   109,061


    TY 2021 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 277,016 193,911 206,667 70,349
    INVESTMENT ADVISOR 1,185,783 1,185,783 1,185,783 0
    ROYALTY VERIFICATION 6,875 6,875 6,875 0


    TY 2021 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 575,333 0 0 575,333
    FEDERAL EXCISE TAX PAID 1,644,125 0 0 1,644,125
    REAL ESTATE TAX 11,299 11,299 11,299 0
    REAL ESTATE TAX 1,257 1,257 1,257 0
    REAL ESTATE TAX 6,923 6,923 6,923 0
    REAL ESTATE TAX 14,752 14,752 14,752 0