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 01-01-2021 , and ending 12-31-2021
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$20,055,733J 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) 519,530
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 448,116 427,608  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 926,090
b Gross sales price for all assets on line 6a 2,309,107
7 Capital gain net income (from Part IV, line 2)... 926,090
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).......      
12 Total. Add lines 1 through 11........ 1,893,736 1,353,698  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,400 700   700
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 75,367 75,367   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,551     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 546 546    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,864 76,613 0 700
25 Contributions, gifts, grants paid....... 1,053,583 1,053,583
26 Total expenses and disbursements. Add lines 24 and 25 1,149,447 76,613 0 1,054,283
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 744,289
b Net investment income (if negative, enter -0-) 1,277,085
c Adjusted net income (if negative, enter -0-)... 0
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............. 46,992 67,121 67,121
2 Savings and temporary cash investments......... 179,403 171,339 171,339
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)....... 10,046,979 Click to see attachment10,743,387 19,777,976
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)..........   Click to see attachment39,297 39,297
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) 10,273,374 11,021,144 20,055,733
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........ 10,273,374 11,021,144
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)..... 10,273,374 11,021,144
30 Total liabilities and net assets/fund balances (see instructions). 10,273,374 11,021,144
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
10,273,374
2
Enter amount from Part I, line 27a .....................
2
744,289
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,418
4
Add lines 1, 2, and 3 ..........................
4
11,025,081
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,937
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,021,144
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 1050. NEXTERA ENERGY INC     2021-01-22
b 620. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-01-09 2021-01-22
c 880. NEXTERA ENERGY INC   2014-11-19 2021-02-22
d 485. WEC ENERGY GROUP INC   2013-11-15 2021-02-22
e 570. COCACOLA CO   2020-03-09 2021-03-08
2179. COCACOLA CO   2019-02-04 2021-03-08
216. HONEYWELL INTL INC     2021-03-17
604. JOHNSON & JOHNSON COM   2012-06-25 2021-03-19
359. HOME DEPOT INC COM   2015-02-25 2021-04-06
644. STARBUCKS CORP COM     2021-04-19
403. HONEYWELL INTL INC   2017-01-06 2021-04-29
322. LOCKHEED MARTIN CORP     2021-04-29
433. CROWN CASTLE INTERNATIONAL CORP - REIT   2015-12-07 2021-05-19
817. VERIZON COMMUNICATIONS COM   2020-05-12 2021-05-25
130.9 ORGANON & CO-W/I     2021-06-10
525.1 ORGANON & CO-W/I     2021-06-10
.6 ORGANON & CO-W/I   2020-02-27 2021-06-11
106. BLACKROCK INC     2021-06-18
969. VERIZON COMMUNICATIONS COM     2021-06-18
1177. NEXTERA ENERGY INC   2014-11-19 2021-07-09
116. HOME DEPOT INC COM   2015-02-25 2021-07-14
405. PAYCHEX INC COM   2014-08-01 2021-07-23
357. WEC ENERGY GROUP INC   2013-11-15 2021-08-03
98. HOME DEPOT INC COM   2015-02-25 2021-08-18
244. PAYCHEX INC COM   2014-08-01 2021-08-24
375. ARCONIC CORP   2021-09-03 2021-09-09
300. GOLDMAN SACHS GROUP INC COM   2021-09-03 2021-09-09
29. VAIL RESORTS INC COM   2021-09-03 2021-09-09
132. PAYCHEX INC COM   2014-08-01 2021-09-10
203. PAYCHEX INC COM   2014-08-01 2021-09-15
742. AMGEN INC   2016-08-26 2021-10-13
24. LOCKHEED MARTIN CORP   2021-09-03 2021-11-08
175. LOCKHEED MARTIN CORP   2013-08-20 2021-11-08
.6 ORION OFFICE REIT INC-W/I   2021-11-15 2021-11-18
440. ORION OFFICE REIT INC-W/I   2021-11-15 2021-11-22
245. HONEYWELL INTL INC   2017-01-06 2021-12-06
50. ABBOTT LABORATORIES INC   2016-07-07 2021-12-07
50. ABBVIE INC   2020-11-19 2021-12-07
50. AIR PRODUCTS & CHEMICALS INC   2021-10-13 2021-12-07
50. AUTOMATIC DATA PROCESSING INC   2019-11-15 2021-12-07
50. BEST BUY INC   2021-04-06 2021-12-07
50. CHEVRON CORPORATION   2019-02-04 2021-12-07
150. CISCO SYS INC COM   2013-03-14 2021-12-07
100. COMCAST CORPORATION CL A   2019-04-16 2021-12-07
50. CORNING INC   2021-08-03 2021-12-07
50. CROWN CASTLE INTERNATIONAL CORP - REIT   2015-12-07 2021-12-07
50. EVERSOURCE ENERGY   2021-06-18 2021-12-07
50. HOME DEPOT INC COM   2015-02-25 2021-12-07
92. J P MORGAN CHASE & CO COM   2021-02-22 2021-12-07
8. J P MORGAN CHASE & CO COM   2014-11-03 2021-12-07
50. LILLY ELI & CO   2019-11-15 2021-12-07
50. MARSH & MCLENNAN COS INC COM   2017-12-08 2021-12-07
50. MCDONALDS CORP COM   2018-02-13 2021-12-07
100. MERCK & CO INC   2020-09-03 2021-12-07
50. MICROSOFT CORP   2013-01-17 2021-12-07
150. MONDELEZ INTERNATIONAL   2021-05-28 2021-12-07
150. NEXTERA ENERGY INC   2014-11-19 2021-12-07
50. PNC BANK CORP COM   2020-01-09 2021-12-07
50. PAYCHEX INC COM   2014-08-01 2021-12-07
50. PEPSICO INC COM   2020-11-19 2021-12-07
50. PHILLIPS 66   2018-04-20 2021-12-07
50. PROCTER & GAMBLE CO   2021-10-13 2021-12-07
50. PROLOGIS INC - REIT   2020-07-27 2021-12-07
50. QUALCOMM   2020-10-15 2021-12-07
50. REALTY INCOME CORP COM   2021-05-25 2021-12-07
50. SEMPRA ENERGY   2021-02-22 2021-12-07
50. STARBUCKS CORP COM   2018-08-10 2021-12-07
50. TEXAS INSTRS INC COM   2017-01-24 2021-12-07
150. TRUIST FINANCIAL CORP   2015-07-20 2021-12-07
100. US BANCORP DEL COM NEW   2018-11-16 2021-12-07
50. UNITED PARCEL SERVICE INC CL B   2021-11-08 2021-12-07
50. VERIZON COMMUNICATIONS COM   2020-03-19 2021-12-07
50. WEC ENERGY GROUP INC   2013-11-15 2021-12-07
50. EATON CORP PLC SEDOL B8KQN82     2021-12-07
1. FORESTVILLE REALTY   2010-01-01 2021-12-31
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 88,491   27,329 61,162
b 56,689   49,764 6,925
c 67,580   22,737 44,843
d 39,891   20,444 19,447
e 29,786   30,259 -473
113,865   106,410 7,455
45,948   24,991 20,957
96,820   40,117 56,703
112,607   41,899 70,708
76,050   33,751 42,299
90,090   45,681 44,409
122,530   66,358 56,172
78,392   36,160 42,232
46,233   45,825 408
3,988   5,180 -1,192
15,996   19,472 -3,476
18   23 -5
89,829   48,288 41,541
54,154   52,702 1,452
88,054   30,410 57,644
37,020   13,539 23,481
45,456   16,662 28,794
34,189   15,048 19,141
31,738   11,438 20,300
28,099   10,038 18,061
13,174   13,009 165
122,208   123,858 -1,650
8,649   8,503 146
14,638   5,431 9,207
22,295   8,352 13,943
150,658   127,544 23,114
8,121   8,567 -446
59,215   21,625 37,590
11   16 -5
8,143   11,961 -3,818
50,455   27,771 22,684
6,605   2,070 4,535
6,083   4,989 1,094
14,846   13,819 1,027
11,719   8,551 3,168
5,366   6,032 -666
5,901   5,876 25
8,691   3,276 5,415
4,957   4,199 758
1,920   2,086 -166
9,566   4,121 5,445
4,337   4,107 230
20,753   5,836 14,917
14,952   13,735 1,217
1,300   485 815
12,097   5,664 6,433
8,629   4,211 4,418
12,980   8,135 4,845
7,190   8,139 -949
16,729   1,365 15,364
9,191   9,560 -369
13,511   3,876 9,635
10,187   8,029 2,158
6,164   2,057 4,107
8,289   7,170 1,119
3,642   5,538 -1,896
7,582   7,105 477
7,954   5,076 2,878
9,198   6,430 2,768
3,418   3,293 125
6,339   6,155 184
5,826   2,573 3,253
9,967   3,831 6,136
9,115   6,168 2,947
5,784   5,476 308
10,278   10,392 -114
2,534   2,716 -182
4,618   2,108 2,510
8,612   7,605 1,007
40,377   1 40,376
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
      820
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       61,162
b       6,925
c       44,843
d       19,447
e       -473
      7,455
      20,957
      56,703
      70,708
      42,299
      44,409
      56,172
      42,232
      408
      -1,192
      -3,476
      -5
      41,541
      1,452
      57,644
      23,481
      28,794
      19,141
      20,300
      18,061
      165
      -1,650
      146
      9,207
      13,943
      23,114
      -446
      37,590
      -5
      -3,818
      22,684
      4,535
      1,094
      1,027
      3,168
      -666
      25
      5,415
      758
      -166
      5,445
      230
      14,917
      1,217
      815
      6,433
      4,418
      4,845
      -949
      15,364
      -369
      9,635
      2,158
      4,107
      1,119
      -1,896
      477
      2,878
      2,768
      125
      184
      3,253
      6,136
      2,947
      308
      -114
      -182
      2,510
      1,007
      40,376
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 926,090
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  
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 17,751
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 17,751
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,519
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,290
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,809
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2
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 8,056
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,056 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$   (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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (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 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 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)
     
    No
    (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
     
     
    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
    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     		100    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    THOMAS L WILLIAMS TRUSTEE
    1     		200    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    W JOSEPH WILLIAMS JR TREASURER
    1     		200    
    212 EAST THIRD ST
    CINCINNATI,OH45202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    2  
    3  
    4  
    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  
    Total. Add lines 1 through 3.........................bullet  
    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
    18,065,478
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,065,478
    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
    18,065,478
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    270,982
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    17,794,496
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    889,725
    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
    889,725
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,751
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,751
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    871,974
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    871,974
    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 XII, line 1 ...
    7
    871,974
    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 7 871,974
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 385
    f Total of lines 3a through e ........ 385
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,054,283
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 871,974
    e Remaining amount distributed out of corpus 182,309
    5 Excess distributions carryover applied to 2021. 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 5 182,694
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		182,694
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 385
    e Excess from 2021.... 182,309
    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
     
    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
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 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
    LADD
    3603 VICTORY PARKWAY
    CINCINNATI,OH45229     		NONE PC GENERAL OPERATING 7,500
    INDIAN HILL FOUNDATION
    2800 ERIE AVE
    CINCINNATI,OH45208     		NONE PC GENERAL OPERATING 1,000
    CINCINNATI PARKS FOUNDATION
    421 OAK STREET
    CINCINNATI,OH45219     		NONE PC GENERAL OPERATING 1,000
    LIVING WITH CHANGE
    655 PLUM STREET
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 500
    PROKIDS
    2605 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PC GENERAL OPERATING 10,000
    THE SPRINGER SCHOOL
    2121 MADISON ROAD
    CINCINNATI,OH45208     		NONE PC GENERAL OPERATING 5,000
    THE TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		NONE PC GENERAL OPERATING 500
    CINCINNATI USA REGIONAL CHAMBER
    FOUNDATION
    3 EAST 4TH STREET
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 60,000
    FREESTORE FOODBANK
    1141 CENTRAL PKWY
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 2,500
    INTERNATIONAL RETT SYNDROME FOUNDATION
    4600 DEVITT DRIVE
    CINCINNATI,OH45246     		NONE PC GENERAL OPERATING 10,000
    1N5
    3975 ERIE AVE
    CINCINNATI,OH45208     		NONE PC GENERAL OPERATING 25,000
    American Cancer Society
    4540 COOPER RD SUITE 100
    CINCINNATI,OH45242     		NONE PC GENERAL OPERATING 1,000
    American Jewish Committee
    205 W 4TH ST
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 5,000
    Big Brothers & Big Sisters of Greater
    Cincinnati
    2400 READING RD
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 6,000
    Boys & Girls Club Of Greater Cincinnati
    600 DALTON AVE
    CINCINNATI,OH45203     		NONE PC GENERAL OPERATING 57,500
    Camping & Education Foundation
    3515 MICHIGAN AVE
    CINCINNATI,OH45208     		NONE PC GENERAL OPERATING 23,000
    Catholic Ministries Appeal
    100 E 8TH ST
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 1,000
    Cincinnati Academy of Performing Arts
    7864 CAMARGO RD
    CINCINNATI,OH45243     		NONE PC GENERAL OPERATING 250
    Cincinnati Ballet
    1801 GILBERT AVE
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 10,000
    Coastal Georgia Foundation
    1626 FREDERICA RD 201
    ST SIMMONS ISLAND,GA31522     		NONE PC GENERAL OPERATING 5,000
    Columbus Foundation
    1234 E BROAD ST
    COLUMBUS,OH43205     		NONE PC GENERAL OPERATING 1,000
    Community Matters
    2104 ST MICHAEL ST
    CINCINNATI,OH45204     		NONE PC GENERAL OPERATING 7,500
    Eagle Valley Land Trust
    PO BOX 3016
    EDWARDS,CO81632     		NONE PC GENERAL OPERATING 500
    Economics Center
    225 CALHOUN ST 370
    CINCINNATI,OH45219     		NONE PC GENERAL OPERATING 2,500
    Ennis Tate Ministries Inc
    3494 READING RD
    CINCINNATI,OH45229     		NONE PC GENERAL OPERATING 15,000
    Green Umbrella dba Crown Cincinnati
    PO BOX 14270
    CINCINNATI,OH45250     		NONE PC GENERAL OPERATING 15,000
    Legal Aid Society of Gtr Cincinnati
    215 E 9TH ST 200
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 1,000
    Lighthouse Youth Services
    401 E MCMILLAN ST
    CINCINNATI,OH45206     		NONE PC GENERAL OPERATING 25,000
    Matthew 25 Ministeries
    11060 KENWOOD RD
    BLUE ASH,OH45242     		NONE PC GENERAL OPERATING 11,000
    National MS Society
    6133 ROCKSIDE RD SUITE 208
    INDEPENDENCE,OH44131     		NONE PC GENERAL OPERATING 1,500
    OneSource Center
    936 DALTON AVE
    CINCINNATI,OH45203     		NONE PC GENERAL OPERATING 1,000
    Operation Give Back
    10891 MILLINGTON CT
    BLUE ASH,OH45242     		NONE PC GENERAL OPERATING 5,000
    Our Daily Bread
    1730 RACE STREET
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 500
    Reds Hall of Fame
    100 JOE NUXHALL WAY
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 100,000
    Ride Cincinnati Foundation
    PO BOX 862
    MASON,OH45040     		NONE PC GENERAL OPERATING 1,000
    Roundup River Ranch
    8333 COLORADO RIVER RD
    GYPSUM,CO81637     		NONE PC GENERAL OPERATING 1,000
    Society of St Vincent De Paul
    PO BOX 224
    YOUNGSTOWN,OH44501     		NONE PC GENERAL OPERATING 27,500
    Southern Baptist Church
    3556 READING RD
    CINCINNATI,OH45229     		NONE PC GENERAL OPERATING 5,000
    St Francis Seraph Ministries
    1615 REPUBLIC ST
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 2,500
    St Rose Church
    48 MAIN ST
    GIRARD,OH44420     		NONE PC GENERAL OPERATING 5,000
    Taft Museum Of Art
    316 PIKE ST
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 52,000
    The Nuxhall Foundation
    4850 GROH LN
    FAIRFIELD,OH45014     		NONE PC GENERAL OPERATING 500
    University of Virginia
    205 14TH ST NW
    Charlottesville,VA22901     		NONE PC GENERAL OPERATING 500
    YMCA Camp Sea Gull
    218 SEA GULL LANDING
    ARAPAHOE,NC28510     		NONE PC GENERAL OPERATING 500
    Music Hall Renovation Company
    1241 ELM STREET
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 48,333
    Madeleine Gordon Gift of Life Foundation
    PO BOX 6945
    CINCINNATI,OH45206     		NONE PC GENERAL OPERATING 2,500
    ARTSWAVE
    20 EAST CENTRAL PARKWAY SUITE 200
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 50,500
    ATWILL MEMORIAL CHAPEL
    932 N BIRCHWOOD DR
    NORTHPORT,MI49670     		N/A PC GENERAL OPERATING 5,000
    CISE FUND
    100 EAST EIGHTH STREET
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 63,500
    CINCINNATI ART MUSEUM
    EDON PARK
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 45,500
    FIRST STEP HOME
    2211 FULTON AVE
    CincinnatI,OH45206     		NONE PC GENERAL OPERATING 30,000
    ST XAVIER HIGH SCHOOL
    600 W NORTH BEND ROAD
    Cincinnati,OH45224     		NONE PC SCHOLARSHIPS 5,000
    SUMMIT COUNTY DAY SCHOOL
    2161 GRANDIN RD
    CINCINNATI,OH45208     		NONE PC GENERAL OPERATING 2,500
    TALBERT HOUSE FOUNDATION
    2600 VICTORY PARKWAY
    CINCINNATI,OH45206     		NONE PC GENERAL OPERATING 34,500
    UNITED WAY
    2400 READING ROAD
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 35,000
    XAVIER UNIVERSITY
    3800 VICTORY PARKWAY
    CINCINNATI,OH45206     		NONE PC GENERAL OPERATING 95,000
    KAREN WELLINGTON FOUNDATION
    5090 BOUCHAINE WAY
    CINCINNATI,OH45208     		NONE PC GENERAL OPERATING 9,000
    LINDNER CENTER OF HOPE
    4075 OLD WESTERN ROW ROAD
    MASON,OH45040     		NONE PC GENERAL OPERATING 5,000
    MAY WE HELP
    7501 WOOSTER PIKE
    CINCINNATI,OH45227     		NONE PC GENERAL OPERATING 10,000
    MERCY HOSPITAL FOUNDATION
    1701 MERCY HEALTH PLACE
    CINCINNATI,OH45237     		NONE PC GENERAL OPERATING 20,000
    YMCA OF GREATER CINCINNATI
    1105 ELM STREET
    CINCINNATI,OH45202     		NONE PC GENERAL OPERATING 7,000
    SISTERS OF NOTRE DAME DE NEMUR
    701 E COLUMBIA AVENUE
    CINCINNATI,OH45215     		NONE PC GENERAL OPERATING 500
    ST MARGARET HALL
    1960 MADISON RD
    CINCINNATI,OH45206     		NONE PC GENERAL OPERATING 5,000
    STEPPING STONES CENTER
    5650 GIVEN RD
    CINCINNATI,OH45243     		NONEE PC GENERAL OPERATING 1,000
    THE CHILDREN'S HOME
    5050 MADISON ROAD
    CINCINNATI,OH45227     		NONE PC GENERAL OPERATING 65,000
    Total .................................bullet 3a 1,053,583
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    4 Dividends and interest from securities ....          
    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 ............     		    18 926,090  
    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) ..   1,374,206  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,374,206
    (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.)
    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
    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) (2021)
    Schedule B (Form 990) (2021) 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
    LAWRENCE H KYTE JR
    1201 EDGECLIFF PLACE
     
    CINCINNATI, OH45206

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    RICHARD F WILLIAMS
    4620 BURLEY HILLS DRIVE
     
    CINCINNATI, OH45243

    		$ 9,615


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    NAP INVESTORS HOLDINGS LLC
    212 EAST THIRD STREET
     
    CINCINNATI, OH45202

    		$ 29,583


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

    		$ 208,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    THOMAS L WILLIAMS
    213 EAST THIRD ST
     
    CINCINNATI, OH45202

    		$ 181,813


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    W JOSEPH WILLIAMS JR
    212 EAST THIRD ST
     
    CINCINNATI, OH45202

    		$ 46,569


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    LW LTD
    212 EAST THIRD ST
     
    CINCINNATI, OH45202

    		$ 17,500


    (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.)
    (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
    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
    2
    		 VARIOUS SECURITIES $ 9,615 2021-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 VARIOUS SECURITIES $ 156,613 2021-12-31
    (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
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 2021 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    
    9158106 AIR PRODUCTS & CHEMICA    
    31162100 AMGEN INC    
    53015103 AUTOMATIC DATA PROCES    
    166764100 CHEVRON CORPORATION 356,454 371,882
    191216100 COCA COLA CO    
    437076102 HOME DEPOT INC 192,841 694,727
    438516106 HONEYWELL INTL INC 75,039 138,034
    452308109 ILLINOIS TOOL WORKS 149,645 311,462
    478160104 JOHNSON & JOHNSON    
    532457108 LILLY ELI & CO 192,282 482,833
    539830109 LOCKHEED MARTIN CORP 101,559 296,057
    571748102 MARSH & MCLENNAN COM 230,265 510,162
    580135101 MCDONALD'S CORP 264,023 443,656
    594918104 MICROSOFT CORP 67,854 835,755
    609207105 MONDELEZ INTERNATION 469,817 595,596
    693475105 PNC FINANCIAL SERVIC 287,174 403,246
    704326107 PAYCHEX INC 128,859 436,391
    713448108 PEPSICO INC 355,569 647,591
    718546104 PHILLIPS 66 167,677 117,530
    742718109 PROCTER & GAMBLE CO 484,083 618,332
    747525103 QUALCOMM 332,552 504,173
    756109104 REALTY INCOME CORP 270,563 311,846
    816851109 SEMPRA 292,585 337,975
    855244109 STARBUCKS CORP 199,221 455,130
    882508104 TEXAS INSTRUMENTS IN 250,214 765,188
    902973304 US BANCORP DEL COM N 250,538 269,279
    911312106 UNITED PARCEL SERVIC 347,513 384,526
    00287Y109 ABBVIE INC 334,953 551,213
    03027X100 AMERICAN TOWER CORP 268,793 345,735
    09247X101 BLACKROCK INC 131,457 575,887
    11135F101 BROADCOM INC 359,384 811,135
    17275R102 CISCO SYSTEMS INC 176,146 561,712
    20030N101 COMCAST CORPORATION 174,834 234,286
    22822V101 CROWN CASTLE INTL CO 202,693 522,267
    30040W108 EVERSOURCE ENERGY 123,847 145,841
    46625H100 JPMORGAN CHASE & CO 278,620 734,744
    58933Y105 MERCK & CO INC 538,758 542,764
    65339F101 NEXTERA ENERGY INC 133,596 712,243
    74340W103 PROLOGIS INC 222,532 435,211
    89832Q109 TRUIST FINANCIAL COR 360,890 559,738
    92343V104 VERIZON COMMUNICATIO 160,961 161,232
    92939U106 WEC ENERGY GROUP INC 105,339 242,578
    G29183103 EATON CORP PLC SEDOL 191,968 311,422
    G5960L103 MEDTRONIC PLC SEDOL 375,705 440,904
    N53745100 LYONDELLBASELL INDUS    
    002824100 ABBOTT LABORATORIES 123,182 418,702
    009158106 AIR PRODUCTS & CHEMI 300,079 599,088
    053015103 AUTOMATIC DATA PROCE 236,001 515,352
    086516101 BEST BUY CO INC 284,277 246,075
    172908105 CINTAS CORP 9,615 9,750
    219350105 CORNING INC 183,430 168,726

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FORESTVILLE REALTY COMPANY AT COST 39,297 39,297

    TY 2021 OtherDecreasesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Description Amount
    FMV TO BV ADJUSTMENT 747
    FORESTVILLE PARTNERSHIP BASIS ADJUSTMENT 1,079
    RETURN OF CAPITAL ADJUSTMENT 465
    2021 TRANSACTION POSTED IN 2022 1,646


    TY 2021 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 131 131   0
    BANK SERVICE CHARGE 415 415   0


    TY 2021 OtherIncreasesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Description Amount
    PRIOR YEAR ROC ADJUSTMENT 7,400
    ROUNDING 18


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 14,026 14,026    
    INVESTMENT MNGMNT FEES (DEDUCT 61,341 61,341    


    TY 2021 TaxesSchedule
    Name:
    WILLIAMS FOUNDATION
    EIN:
    31-6032504
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 4,001 0   0
    FEDERAL ESTIMATES - PRINCIPAL 14,550 0   0