Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WILLIAMS FAMILY FOUNDATION-IMA
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

20-1447303
B Telephone number (see instructions)

(617) 722-7501
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,785,066J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 48,899 48,538  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,860
b Gross sales price for all assets on line 6a 1,384,591
7 Capital gain net income (from Part IV, line 2)... 82,860
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........ 131,759 131,398  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment
List of Attached Documents:
// Content
897 0 0 897
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,647 6,388   4,259
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,736 928   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
List of Attached Documents:
// Content
65 30   35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,345 7,346 0 5,191
25 Contributions, gifts, grants paid....... 153,000 153,000
26 Total expenses and disbursements. Add lines 24 and 25 167,345 7,346 0 158,191
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -35,586
b Net investment income (if negative, enter -0-) 124,052
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 80,246 23,355 23,355
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,272,965 Click to see attachment
List of Attached Documents:
// Content
2,293,725 		2,761,711
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,353,211 2,317,080 2,785,066
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,353,211 2,317,080
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)..... 2,353,211 2,317,080
30 Total liabilities and net assets/fund balances (see instructions). 2,353,211 2,317,080
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
2,353,211
2
Enter amount from Part I, line 27a .....................
2
-35,586
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6
4
Add lines 1, 2, and 3 ..........................
4
2,317,631
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
551
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,317,080
Form 990-PF (2023)
Form 990-PF (2023)
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 30. ASSURANT INC   2020-02-14 2023-01-06
b 50. COMERICA INC COM   2022-05-25 2023-01-06
c 50. COMERICA INC COM   2021-12-10 2023-01-06
d 20. METLIFE INC   2022-01-21 2023-01-06
e 40. BUNGE LIMITED   2022-08-03 2023-01-06
80. EQT CORP COM   2022-12-12 2023-01-10
60. EQT CORP COM   2021-01-15 2023-01-10
15. HUBBELL INC COM   2020-10-19 2023-01-10
60. METLIFE INC   2022-01-21 2023-01-10
40. SYSCO CORP   2020-09-16 2023-01-10
60. NEXTERA ENERGY PARTNERS LP   2020-04-30 2023-01-11
36. ASSURANT INC   2018-06-21 2023-01-12
56. EOG RES INC   2022-09-16 2023-01-13
80. OMNICOM GROUP INC COM   2022-09-12 2023-01-13
160. US BANCORP DEL   2018-05-31 2023-01-13
60. CORNING INC COM   2022-06-03 2023-01-25
100. CORNING INC COM   2018-10-26 2023-01-25
50. LAS VEGAS SANDS CORP   2022-10-04 2023-01-26
60. HORIZON THERAPEUTICS PUB LTD CO   2020-05-21 2023-01-26
36. MARATHON PETROLEUM CORP   2020-11-25 2023-01-27
30. CONSTELLATION ENERGY CORP   2022-05-25 2023-02-02
18. RENAISSANCERE HLDGS LTD   2022-12-08 2023-02-02
30. CONSTELLATION ENERGY CORP   2022-05-25 2023-02-03
30. CONSTELLATION ENERGY CORP   2021-02-05 2023-02-03
10. MERCK & CO INC   2022-04-20 2023-02-09
60. MERCK & CO INC   2021-10-01 2023-02-09
28. SEAGEN INC   2020-07-08 2023-02-09
50. SCHLUMBERGER LIMITED COM   2022-10-27 2023-02-10
17. ZOOM VIDEO COMMUNICATIONS-A   2020-10-16 2023-02-10
8. EVEREST RE GRP LTD   2022-11-03 2023-02-14
27. CROWDSTRIKE HOLDINGS INC - A   2023-02-14 2023-02-17
20. CROWDSTRIKE HOLDINGS INC - A   2020-12-23 2023-02-17
22. CONOCOPHILLIPS   2023-01-13 2023-02-23
11. ELI LILLY & CO COM   2020-02-07 2023-02-27
30. MORGAN STANLEY DEAN WITTER & CO   2022-04-05 2023-02-27
50. FIDELITY NATL INFORMATION SVCS   2022-11-22 2023-03-03
130. COMCAST CORP NEW CL A   2022-06-16 2023-03-07
50. COMCAST CORP NEW CL A   2020-10-21 2023-03-07
110. FARFETCH LTD -CLASS A   2021-04-14 2023-03-07
51. ALLSTATE CORP COM   2022-12-07 2023-03-09
130. EQT CORP COM   2021-01-13 2023-03-09
30. LAS VEGAS SANDS CORP   2022-10-04 2023-03-09
28. MATCH GROUP INC   2021-02-11 2023-03-09
8. MCKESSON CORPORATION   2023-01-26 2023-03-09
4. MCKESSON CORPORATION   2022-01-31 2023-03-09
80. BANK AMER CORP   2022-11-02 2023-03-15
200. BANK AMER CORP   2016-07-26 2023-03-15
40. ARCHER DANIELS MIDLAND CO COM   2022-08-23 2023-03-17
10. INGERSOLL RAND INC   2022-08-12 2023-03-17
120. INGERSOLL RAND INC   2021-09-09 2023-03-17
39. CONOCOPHILLIPS   2023-01-13 2023-04-10
45. CONOCOPHILLIPS   2021-09-28 2023-04-10
47. DEXCOM INC   2022-11-10 2023-04-10
23. DEXCOM INC   2022-02-25 2023-04-10
540. HEWLETT PACKARD ENTERPRIS   2022-01-10 2023-04-10
38. QUALCOMM INC   2018-11-12 2023-04-10
37. QUANTA SVCS INC   2019-04-02 2023-04-10
55. AMAZON COM INC   2021-05-27 2023-04-19
60. TESLA MOTORS INC   2022-12-15 2023-04-19
22. ZEBRA TECHNOLOGIES CORP CL A   2023-01-10 2023-04-21
18. ZEBRA TECHNOLOGIES CORP CL A   2019-07-11 2023-04-21
40. DATADOG INC   2023-02-10 2023-04-28
38. DATADOG INC   2021-09-09 2023-04-28
100. MARVELL TECHNOLOGY INC   2020-10-23 2023-04-28
60. MICRON TECHNOLOGY   2022-10-27 2023-04-28
4. BOOKING HOLDINGS INC   2020-06-05 2023-05-08
110. MOSAIC CO/THE   2023-04-10 2023-05-17
10. CHUBB LTD   2023-02-02 2023-06-15
18. CHUBB LTD   2022-03-09 2023-06-15
7894.518 BNY MELLON INCOME STK FD CL M   2012-04-25 2023-06-21
5389.406 BNY MELLON FOCUSED EQUITY OPP-M   2011-02-01 2023-06-21
4177.661 BNYM US EQUITY FUND-Y   2011-02-01 2023-06-21
250. PPL CORP   2022-10-21 2023-06-21
30. ANSYS INC   2023-02-09 2023-06-30
14. ANSYS INC   2020-12-23 2023-06-30
26. APPLIED MATERIALS INC   2023-02-02 2023-06-30
7. APPLIED MATERIALS INC   2021-03-24 2023-06-30
30. CATERPILLAR INC   2022-04-25 2023-06-30
170. INTERPUBLIC GROUP OF COMPANIES INC   2023-01-13 2023-06-30
190. SHOPIFY INC-A W/I   2022-09-06 2023-06-30
41. CHUBB LTD   2021-10-08 2023-06-30
54. EXXON MOBIL CORP   2023-06-30 2023-07-18
3182.901 BNY MELLON EMERGING MKTS FD CL M SHS   2008-12-22 2023-07-27
1366.737 BNY MELLON HIGH YIELD-I   2020-10-19 2023-07-27
1570.816 BNYM FLTNG RT INC-Y   2020-10-19 2023-07-27
3551.136 VIRTUS SH EMRG MRKT DBT-I   2022-02-08 2023-07-27
2055.102 BNY MELLON S/T US GVT SECS FD CL M   2015-12-07 2023-07-28
229.034 BNY MELLON INTERMEDIATE BOND FD CL M   2022-07-29 2023-07-28
8749.615 BNY MELLON INTERMEDIATE BOND FD CL M   2009-01-22 2023-07-28
17400.035 BNY MELLON BOND FD CL M   2011-01-28 2023-07-28
3276.2 BNYM INTL STCK-Y   2014-01-21 2023-07-28
1410.57 BNY MELLON INTL EQTY-Y   2015-12-07 2023-07-28
3184.777 BNYM GLBL RL EST SEC-Y   2012-04-20 2023-07-28
29. BILL.COM HOLDINGS INC   2021-12-23 2023-07-31
120. BRITISH AMERICAN TOBACCO   2022-02-23 2023-07-31
33. DEXCOM INC   2020-03-30 2023-07-31
70. EQT CORP COM   2023-04-10 2023-07-31
60. EXELON CORP   2023-06-30 2023-07-31
21. MARATHON PETROLEUM CORP   2023-04-10 2023-07-31
10. AON PLC/IRELAND A   2023-01-06 2023-07-31
10. AMERIPRISE FINL INC   2020-12-02 2023-08-16
6. HUMANA INC COM   2022-08-19 2023-08-16
3. HUMANA INC COM   2022-08-12 2023-08-16
17. HUMANA INC COM   2022-07-08 2023-08-17
44. SALESFORCE COM INC   2013-09-30 2023-08-21
150. ALCOA UPSTREAM CORP   2023-02-27 2023-08-31
130. ALCOA UPSTREAM CORP   2021-07-20 2023-08-31
61. BIOMARIN PHARMACEUTICAL INC   2023-01-10 2023-08-31
32. DEXCOM INC   2020-03-30 2023-08-31
60. DOLBY LABORATORIES INC   2020-05-20 2023-08-31
100. EQT CORP COM   2023-08-16 2023-08-31
9. INTUITIVE SURGICAL INC   2023-01-26 2023-08-31
5. INTUITIVE SURGICAL INC   2019-12-17 2023-08-31
29. L3HARRIS TECHNOLOGIES INC   2017-01-09 2023-08-31
73. TWILIO INC - A   2017-10-27 2023-08-31
30. CF INDS HLDGS INC   2023-04-28 2023-09-21
47. CONOCOPHILLIPS   2023-07-31 2023-09-21
30. EDWARDS LIFESCIENCES CORP   2022-12-12 2023-09-21
62. EDWARDS LIFESCIENCES CORP   2021-04-28 2023-09-21
110. HOWMET AEROSPACE INC   2021-09-09 2023-09-21
10. ELI LILLY & CO COM   2018-10-04 2023-09-21
12. NETFLIX COM INC   2022-10-11 2023-09-21
340. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-21
300. PELOTON INTERACTIVE INC-A   2021-11-02 2023-09-21
150. RAYTHEON TECHNOLOGIES CORP   2022-02-23 2023-09-21
80. UBER TECHNOLOGIES INC   2020-11-24 2023-09-21
80. SCHWAB CHARLES CORP NEW   2022-10-27 2023-10-06
40. SCHWAB CHARLES CORP NEW   2022-09-06 2023-10-06
110. BAXTER INTL INC COM   2023-07-18 2023-10-12
.3333 VERALTO CORP-W/I   2021-09-27 2023-10-16
32. HESS CORP   2023-04-10 2023-10-24
11. HESS CORP   2023-06-21 2023-10-24
48. HESS CORP   2017-08-15 2023-10-24
36. ESTEE LAUDER COMPANIES INC CL A   2023-07-31 2023-11-03
16. ESTEE LAUDER COMPANIES INC CL A   2022-04-11 2023-11-03
250. ISHARES BARCLAYS AGGREGATE BOND FUND   2023-07-27 2023-11-07
60. GILEAD SCIENCES INC   2023-04-10 2023-11-15
60. GILEAD SCIENCES INC   2022-09-27 2023-11-15
25. MCKESSON CORPORATION   2020-11-09 2023-11-16
80. MICRON TECHNOLOGY   2023-09-21 2023-11-20
28. ASSURANT INC   2023-08-16 2023-12-07
110. EQT CORP COM   2023-04-10 2023-12-07
160. EQT CORP COM   2021-01-12 2023-12-07
25. INTUITIVE SURGICAL INC   2019-12-17 2023-12-07
14. AON PLC/IRELAND A   2023-01-06 2023-12-07
23. EVEREST RE GRP LTD   2023-04-19 2023-12-07
25. ASSURANT INC   2023-08-21 2023-12-08
210. EXELON CORP   2023-06-30 2023-12-18
170. EXELON CORP   2020-07-02 2023-12-18
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,776   4,023 -247
b 3,343   3,853 -510
c 3,343   4,156 -813
d 1,470   1,326 144
e 3,828   3,847 -19
2,709   3,011 -302
2,032   1,236 796
3,515   2,187 1,328
4,280   3,915 365
3,197   2,736 461
4,480   2,596 1,884
4,531   3,713 818
7,198   7,383 -185
6,704   5,674 1,030
7,511   7,955 -444
2,128   2,163 -35
3,547   3,335 212
2,851   2,078 773
6,661   2,934 3,727
4,805   1,508 3,297
2,573   1,762 811
3,599   3,374 225
2,506   1,762 744
2,506   1,204 1,302
1,072   866 206
6,433   4,942 1,491
3,835   5,026 -1,191
2,771   2,588 183
1,264   6,325 -5,061
3,042   2,657 385
3,041   3,111 -70
2,253   4,398 -2,145
2,325   2,654 -329
3,503   1,685 1,818
2,909   2,598 311
3,198   3,258 -60
4,678   5,086 -408
1,799   2,228 -429
567   5,340 -4,773
6,084   7,024 -940
4,097   2,354 1,743
1,758   1,195 563
1,057   4,747 -3,690
2,696   3,064 -368
1,348   1,018 330
2,239   2,912 -673
5,596   3,096 2,500
2,981   3,524 -543
524   532 -8
6,287   6,640 -353
4,140   4,705 -565
4,777   3,070 1,707
5,272   5,486 -214
2,580   2,324 256
8,597   9,164 -567
4,711   2,076 2,635
5,959   1,427 4,532
5,736   9,263 -3,527
10,872   9,472 1,400
6,326   6,368 -42
5,175   3,801 1,374
2,685   3,216 -531
2,551   5,347 -2,796
3,910   4,113 -203
3,831   3,152 679
10,442   7,844 2,598
3,814   4,924 -1,110
1,918   2,095 -177
3,452   3,681 -229
59,525   55,104 4,421
77,661   70,258 7,403
78,289   57,359 20,930
6,696   7,130 -434
9,966   8,422 1,544
4,651   5,091 -440
3,766   3,217 549
1,014   856 158
7,371   6,158 1,213
6,512   6,113 399
12,345   6,093 6,252
7,796   7,759 37
5,459   5,788 -329
32,020   18,365 13,655
7,121   8,173 -1,052
17,216   17,499 -283
25,000   32,138 -7,138
22,236   23,776 -1,540
2,664   2,674 -10
101,758   112,886 -11,128
189,486   219,143 -29,657
77,089   49,688 27,401
31,061   27,436 3,625
24,714   24,300 414
3,543   7,153 -3,610
4,020   5,487 -1,467
4,183   2,827 1,356
2,927   2,437 490
2,485   2,433 52
2,772   2,684 88
3,166   3,148 18
3,360   1,923 1,437
2,966   2,982 -16
1,483   1,480 3
8,348   8,339 9
9,070   2,448 6,622
4,511   6,633 -2,122
3,909   4,459 -550
5,595   6,830 -1,235
3,250   2,225 1,025
5,069   4,335 734
4,317   4,389 -72
2,822   2,251 571
1,568   989 579
5,168   3,749 1,419
4,652   11,495 -6,843
2,510   2,129 381
5,597   5,511 86
2,105   2,255 -150
4,350   6,260 -1,910
5,072   3,488 1,584
5,496   1,269 4,227
4,611   2,575 2,036
1,511   3,221 -1,710
1,333   10,863 -9,530
10,888   14,259 -3,371
3,560   4,153 -593
4,087   6,446 -2,359
2,044   2,833 -789
3,486   5,175 -1,689
24   38 -14
5,086   4,483 603
1,712   1,475 237
7,470   2,069 5,401
4,046   6,115 -2,069
1,798   4,229 -2,431
23,508   24,410 -902
4,503   4,974 -471
4,503   3,943 560
11,259   4,560 6,699
6,286   5,445 841
4,695   3,973 722
4,008   4,123 -115
5,830   2,720 3,110
7,729   4,946 2,783
4,485   4,492 -7
8,805   8,285 520
4,190   3,541 649
7,213   8,517 -1,304
5,839   4,707 1,132
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
      37,154
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       -247
b       -510
c       -813
d       144
e       -19
      -302
      796
      1,328
      365
      461
      1,884
      818
      -185
      1,030
      -444
      -35
      212
      773
      3,727
      3,297
      811
      225
      744
      1,302
      206
      1,491
      -1,191
      183
      -5,061
      385
      -70
      -2,145
      -329
      1,818
      311
      -60
      -408
      -429
      -4,773
      -940
      1,743
      563
      -3,690
      -368
      330
      -673
      2,500
      -543
      -8
      -353
      -565
      1,707
      -214
      256
      -567
      2,635
      4,532
      -3,527
      1,400
      -42
      1,374
      -531
      -2,796
      -203
      679
      2,598
      -1,110
      -177
      -229
      4,421
      7,403
      20,930
      -434
      1,544
      -440
      549
      158
      1,213
      399
      6,252
      37
      -329
      13,655
      -1,052
      -283
      -7,138
      -1,540
      -10
      -11,128
      -29,657
      27,401
      3,625
      414
      -3,610
      -1,467
      1,356
      490
      52
      88
      18
      1,437
      -16
      3
      9
      6,622
      -2,122
      -550
      -1,235
      1,025
      734
      -72
      571
      579
      1,419
      -6,843
      381
      86
      -150
      -1,910
      1,584
      4,227
      2,036
      -1,710
      -9,530
      -3,371
      -593
      -2,359
      -789
      -1,689
      -14
      603
      237
      5,401
      -2,069
      -2,431
      -902
      -471
      560
      6,699
      841
      722
      -115
      3,110
      2,783
      -7
      520
      649
      -1,304
      1,132
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 82,860
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 1,724
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 1,724
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 1,724
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,920
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,920
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,196
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow862 Refundedright arrow 11 334
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (617) 722-7501

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
DAVID WILLIAMS TRUSTEE
1 		0    
94 BRIGHAM HILL ROAD
ESSEX JUNCTION,VT05452
LINDA R WILLIAMS TRUSTEE
1 		0    
94 BRIGHAM HILL ROAD
ESSEX JUNCTION,VT05452
MARK W WILLIAMS TRUSTEE
1 		0    
4471 RUSTIC TRAIL
BOULDER,CO80301
MELINDA B WILLIAMS TRUSTEE
1 		0    
96 GOVERNORS ISLAND ROAD
HAMPSTEAD,NH03841
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
2,607,082
b
Average of monthly cash balances.......................
1b
39,496
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,646,578
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
2,646,578
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
39,699
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,606,879
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
130,344
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
130,344
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,724
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,724
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
128,620
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
128,620
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
128,620
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
158,191
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
158,191
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 128,620
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 2,295
d From 2021...... 63,421
e From 2022...... 6,932
f Total of lines 3a through e ........ 72,648
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 158,191
a Applied to 2022, 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 2023 distributable amount..... 128,620
e Remaining amount distributed out of corpus 29,571
5 Excess distributions carryover applied to 2023. 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 5 102,219
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		102,219
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 2,295
c Excess from 2021.... 63,421
d Excess from 2022.... 6,932
e Excess from 2023.... 29,571
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
WILLIAMS FAMILY FDN CO TIMOTHY GEO
ONE BOSTON PLACE
BOSTON,MA02108
(671) 722-7501
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN ONE PAGE SUMMARY AND NO EXTRA MATERIALS
cAny submission deadlines:
NOT APPLICABLE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NOT APPLICABLE
Form 990-PF (2023)
Form 990-PF (2023)
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

BOULDER COUNTRY DAY SCHOOL

4820 NAUTILUS CT N
BOULDER,CO80301 		NONE PC GENERAL OPERATING 25,000

WELLESLEY STARS

26 COLCHESTER RD
WESTON,MA02493 		NONE PC GENERAL OPERATING 3,000

BOSTON ELITE SWIM TEAM

MADISON PARK COMM CENTER 55 MALCOLM
ROXBURY,MA02120 		NONE PC GENERAL OPERATING 2,000

MIDDLEBURY COLLEGE

541 MAIN ST
NEW LONDON,NH03257 		NONE PC GENERAL OPERATING 5,000

WALNUT HILL SCHOOL

12 HIGHLAND ST
NATICK,MA01760 		NONE PC GENERAL OPERATING 1,000

SWIM WITH A MISSION

1 HARDY ROAD 127
BEDFORD,NH03110 		NONE PC GENERAL OPERATING 5,000

BABSON COLLEGE

231 FOREST STREET ROOM 161 NIC
WELLESLEY,MA024816834 		NONE PC GENERAL OPERATING 10,000

CONSERVATION FOUNDATION

10S404 KNOCH KNOLLS ROAD
NAPERVILLE,IL605655447 		NONE PC GENERAL OPERATING 15,000

GUATEMALAN CHILDRENS BURN FOUNDATION INC

600 GRAPETREE DR APT 10BS
KEY BISCAYNE,FL331492610 		NONE PC GENERAL OPERATING 5,000

NORTHEAST DISABLED ATHLETIC ASSOC

82 KILLARNEY DR
BURLINGTON,VT05408 		NONE PC GENERAL OPERATING 5,000

COLBY SAWYER COLLEGE

541 MAIN ST
NEW LONDON,NH03257 		NONE PC GENERAL OPERATING 6,000

COLBY COLLEGE

6247 MAYFLOWER HILL
WATERVILLE,MA04901 		NONE PC GENERAL OPERATING 70,000

PAN MASS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494 		NONE PC GENERAL OPERATING 1,000
Total .................................right arrow 3a 153,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 48,899  
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 82,860  
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) ..   131,759  
13Total. Add line 12, columns (b), (d), and (e)..................
13
131,759
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 897     897

TY 2023 InvestmentsOtherSchedule2
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
532457108 ELI LILLY & CO COM AT COST 4,908 26,231
929089100 VOYA FINANCIAL INC AT COST 2,751 5,837
443573100 HUBSPOT INC AT COST 6,499 16,255
747525103 QUALCOMM INC      
74762E102 QUANTA SVCS INC      
023135106 AMAZON COM INC AT COST 15,725 49,381
G5960L103 MEDTRONIC PLC AT COST 19,548 17,629
037833100 APPLE COMPUTER INC C AT COST 31,280 64,498
05569M301 BNY MELLON INCOME ST      
46625H100 J P MORGAN CHASE & C AT COST 11,657 25,685
05569M509 BNY MELLON MID CAP S AT COST 212,751 243,185
05569M830 BNY MELLON BOND FD C      
05569M855 BNY MELLON EMERGING      
17275R102 CISCO SYS INC AT COST 16,311 18,187
42809H107 HESS CORP      
902973304 US BANCORP DEL      
05569M475 BNY MELLON FOCUSED E      
37045V100 GENERAL MOTORS CO AT COST 6,217 6,825
594918104 MICROSOFT CORP COM AT COST 32,206 87,993
233203421 DFA EMERG MKTS CORE AT COST 73,929 85,122
58155Q103 MCKESSON CORPORATION      
35671D857 FREEPORT-MCMORAN COP AT COST 7,914 13,622
084670702 BERKSHIRE HATHAWAY I AT COST 19,641 31,743
235851102 DANAHER CORP COMMON AT COST 19,749 20,589
79466L302 SALESFORCE COM INC      
90138F102 TWILIO INC - A      
03076C106 AMERIPRISE FINL INC      
060505104 BANK AMER CORP      
219350105 CORNING INC COM      
05569M814 BNY MELLON INTERMEDI      
075887109 BECTON DICKINSON AND AT COST 18,199 18,043
56585A102 MARATHON PETROLEUM C AT COST 5,780 12,017
617446448 MORGAN STANLEY DEAN AT COST 10,253 13,988
05569M780 BNY MELLON S/T US GV      
02079K107 ALPHABET INC AT COST 25,335 64,405
04621X108 ASSURANT INC AT COST 4,337 5,223
20030N101 COMCAST CORP NEW CL      
H1467J104 CHUBB LTD      
852234103 SQUARE INC - A AT COST 16,411 11,835
05587K857 BNYM INTL STCK-Y      
05588F709 BNYM GLBL RL EST SEC      
67066G104 NVIDIA CORP AT COST 6,041 42,094
05587K832 BNYM US EQUITY FUND-      
05588D753 BNY MELLON INTL EQTY      
031100100 AMETEK INC NEW AT COST 4,892 8,080
038222105 APPLIED MATERIALS IN AT COST 5,598 16,693
808513105 SCHWAB CHARLES CORP      
20825C104 CONOCOPHILLIPS AT COST 5,354 5,571
46120E602 INTUITIVE SURGICAL I      
502431109 L3HARRIS TECHNOLOGIE      
666807102 NORTHROP GRUMMAN COR AT COST 14,183 15,449
989207105 ZEBRA TECHNOLOGIES C      
233203199 D F A INTL SUSTAINAB AT COST 98,521 121,808
G29183103 EATON CORP PLC AT COST 5,650 14,208
65341B106 NEXTERA ENERGY PARTN      
90353T100 UBER TECHNOLOGIES IN AT COST 6,181 9,236
00287Y109 ABBVIE INC AT COST 17,714 21,076
45687V106 INGERSOLL RAND INC AT COST 6,155 13,380
88160R101 TESLA MOTORS INC      
81181C104 SEAGEN INC      
25659T107 DOLBY LABORATORIES I      
443510607 HUBBELL INC COM      
98980L101 ZOOM VIDEO COMMUNICA      
252131107 DEXCOM INC      
22788C105 CROWDSTRIKE HOLDINGS      
G46188101 HORIZON THERAPEUTICS      
871829107 SYSCO CORP      
05589K400 BNYM FLTNG RT INC-Y      
30161N101 EXELON CORP      
03662Q105 ANSYS INC      
09857L108 BOOKING HOLDINGS INC      
G8994E103 TRANE TECHNOLOGIES P AT COST 4,536 11,463
05588E850 BNY MELLON HIGH YIEL      
200340107 COMERICA INC COM      
013872106 ALCOA UPSTREAM CORP      
30744W107 FARFETCH LTD -CLASS      
443201108 HOWMET AEROSPACE INC AT COST 3,363 5,953
254687106 DISNEY (WALT) COMPAN AT COST 12,029 9,571
G0403H108 AON PLC/IRELAND A AT COST 7,353 8,440
26884L109 EQT CORP COM      
58933Y105 MERCK & CO INC      
G4863A108 INTERNATIONAL GAME T AT COST 13,455 13,705
70614W100 PELOTON INTERACTIVE      
172908105 CINTAS CORP AT COST 6,483 9,643
12572Q105 CME GROUP INC AT COST 20,072 21,481
91324P102 UNITED HEALTH GROUP AT COST 16,370 18,953
28176E108 EDWARDS LIFESCIENCES      
57667L107 MATCH GROUP INC      
090043100 BILL.COM HOLDINGS IN      
573874104 MARVELL TECHNOLOGY I      
30231G102 EXXON MOBIL CORP AT COST 9,636 15,997
23804L103 DATADOG INC      
G3223R108 EVEREST RE GRP LTD      
020002101 ALLSTATE CORP COM AT COST 12,799 12,878
452327109 ILLUMINA INC AT COST 11,256 9,747
05569M806 BNY MELLON SMALL CAP AT COST 150,000 152,508
92828Y557 VIRTUS SH EMRG MRKT AT COST 29,708 23,701
444859102 HUMANA INC COM      
G7496G103 RENAISSANCERE HLDGS AT COST 9,490 8,820
75513E101 RAYTHEON TECHNOLOGIE      
09073M104 BIO-TECHNE CORP AT COST 8,252 7,407
517834107 LAS VEGAS SANDS CORP AT COST 7,457 8,366
110448107 BRITISH AMERICAN TOB      
681919106 OMNICOM GROUP INC CO      
69351T106 PPL CORP      
759916109 REPLIGEN CORP AT COST 6,193 5,933
26875P101 EOG RES INC      
464287507 ISHARES TR S&P MIDCA AT COST 106,339 117,789
80105N105 SANOFI-SYNTHELABO AT COST 13,528 13,427
460690100 INTERPUBLIC GROUP OF AT COST 8,607 9,139
21037T109 CONSTELLATION ENERGY AT COST 6,170 13,559
59156R108 METLIFE INC      
149123101 CATERPILLAR INC      
806857108 SCHLUMBERGER LIMITED AT COST 15,594 18,734
518439104 ESTEE LAUDER COMPANI      
016255101 ALIGN TECHNOLOGY INC AT COST 10,515 11,234
550021109 LULULEMON ATHLETICA AT COST 6,646 9,203
039483102 ARCHER DANIELS MIDLA      
31620M106 FIDELITY NATL INFORM      
82509L107 SHOPIFY INC-A W/I AT COST 13,841 15,580
38141G104 GOLDMAN SACHS GROUP AT COST 9,984 11,187
464287804 ISHARES TR S & P SMA AT COST 173,941 189,438
776696106 ROPER INDS INC NEW AT COST 11,934 15,810
16679L109 CHEWY INC - CLASS A AT COST 9,313 8,271
64110L106 NETFLIX COM INC      
464288273 ISHARES MSCI EAFE SM AT COST 61,955 55,710
595112103 MICRON TECHNOLOGY      
G16962105 BUNGE LIMITED      
743315103 PROGRESSIVE CORP OHI AT COST 8,279 10,194
375558103 GILEAD SCIENCES INC      
42824C109 HEWLETT PACKARD ENTE      
00206R102 AT&T INC AT COST 7,754 8,390
00771X419 G Q G PART EMERG MKT AT COST 32,000 34,065
026874784 AMERICAN INTERNATION AT COST 5,101 6,098
03990B101 ARES MANAGEMENT CORP AT COST 8,079 11,892
04045F592 ARISTOTLE FLTNG RT I AT COST 30,000 30,318
125269100 CF INDS HLDGS INC AT COST 4,968 5,565
191216100 COCA-COLA CO USD AT COST 7,254 7,661
22160N109 COSTAR GROUP INC AT COST 9,998 12,235
25746U109 DOMINION RES INC VA AT COST 13,361 13,160
44134R735 HOTCHKIS & WILEY HIG AT COST 20,000 20,588
458140100 INTEL CORPORATION AT COST 5,202 7,538
464287200 ISHARES S&P 500 INDE AT COST 149,059 162,394
464287226 ISHARES BARCLAYS AGG AT COST 219,687 223,313
464287457 ISHARES 1-3 YEAR TRE AT COST 50,668 51,275
46432F842 ISHARES CORE MSCI EA AT COST 108,033 109,043
49177J102 KENVUE INC AT COST 10,589 8,612
651639106 NEWMONT MINING CORP AT COST 13,452 14,073
674599105 OCCIDENTAL PETROLEUM AT COST 8,895 8,957
778296103 ROSS STORES INC AT COST 5,210 6,366
780259305 SHELL PLC-W/I-ADR AT COST 9,137 9,870
803607100 SAREPTA THERAPEUTICS AT COST 8,589 7,232
922908553 VANGUARD INDEX TR AT COST 23,595 24,299
92338C103 VERALTO CORP-W/I AT COST 5,132 5,429
98978V103 ZOETIS INC AT COST 5,259 5,724
G25508105 CRH ORD AT COST 10,694 13,140
H11356104 BUNGE GLOBAL SA AT COST 5,221 4,745

TY 2023 OtherDecreasesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Description Amount
MUTUAL FUND TIMING ADJ 244
ROC ON CY SALES 255
PY RETURN OF CAPITAL ADJUSTMENT 52


TY 2023 OtherExpensesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 35 0   35
INVESTMENT EXPENSES-DIVIDEND I 30 30   0


TY 2023 OtherIncreasesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Description Amount
ROUNDING 6


TY 2023 OtherProfessionalFeesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 10,647 6,388   4,259


TY 2023 TaxesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 687 687   0
FEDERAL ESTIMATES - PRINCIPAL 1,808 0   0
FOREIGN TAXES ON NONQUALIFIED 241 241   0