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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 04-01-2024 , and ending 03-31-2025
Name of foundation
KEMPER AND LEILA WILLIAMS FOUNDATION IN
 
Number and street (or P.O. box number if mail is not delivered to street address)533 ROYAL STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70130
A Employer identification number

23-7336090
B Telephone number (see instructions)

(504) 556-7659
C 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$490,702,421J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,828,774
2 Check right arrow.............
3 Interest on savings and temporary cash investments 206,810 206,810 206,810
4 Dividends and interest from securities... 7,828,032 7,828,032 7,828,032
5a Gross rents............ 319,231 319,231 319,231
b Net rental income or (loss) 228,555
6a Net gain or (loss) from sale of assets not on line 10 17,732,638
b Gross sales price for all assets on line 6a 213,551,692
7 Capital gain net income (from Part IV, line 2)... 17,732,638
8 Net short-term capital gain......... 2,385,146
9 Income modifications...........  
10a Gross sales less returns and allowances 688,848
b Less: Cost of goods sold.... 422,789
c Gross profit or (loss) (attach schedule)..... 266,059 266,059
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,565,350 512,656 1,565,350
12 Total. Add lines 1 through 11........ 29,746,894 26,599,367 12,570,628
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 974,338 121,669 121,669 852,669
14 Other employee salaries and wages...... 9,417,277 0 93,958 9,323,319
15 Pension plans, employee benefits....... 2,139,008 6,083 426,254 1,712,754
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
47,150 0 0 47,150
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53,066 0 0 53,066
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,112,113 1,086,327 1,092,975 19,138
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,110,524 38,880 38,880 1,071,644
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 22,800 0 0 22,800
21 Travel, conferences, and meetings....... 132,536 0 1,298 131,239
22 Printing and publications.......... 379,113 0 0 379,113
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,493,438 52,484 73,367 6,420,071
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,881,363 1,305,443 1,848,401 20,032,963
25 Contributions, gifts, grants paid....... 72,188 72,188
26 Total expenses and disbursements. Add lines 24 and 25 21,953,551 1,305,443 1,848,401 20,105,151
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,793,343
b Net investment income (if negative, enter -0-) 25,293,924
c Adjusted net income (if negative, enter -0-)... 10,722,227
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 5,395,196 9,973,212 9,973,212
2 Savings and temporary cash investments......... 6,231,915 11,661,672 11,661,672
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use.............. 328,928 281,666 281,666
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 51,649,713 Click to see attachment
List of Attached Documents:
// Content
57,494,308 		56,634,081
b Investments—corporate stock (attach schedule)....... 241,055,006 Click to see attachment
List of Attached Documents:
// Content
214,384,366 		265,669,045
c Investments—corporate bonds (attach schedule)....... 52,616,166 Click to see attachment
List of Attached Documents:
// Content
55,618,206 		54,912,505
11 Investments—land, buildings, and equipment: basis right arrow4,103,472
Less: accumulated depreciation (attach schedule) right arrow   4,103,472 4,103,472 4,838,092
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 24,804,379 Click to see attachment
List of Attached Documents:
// Content
28,957,687 		39,764,347
14 Land, buildings, and equipment: basis right arrow87,250,281
Less: accumulated depreciation (attach schedule) right arrow   76,664,376 87,250,281 45,828,006
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
46,162,915 		Click to see attachment
List of Attached Documents:
// Content
423,165 		Click to see attachment
List of Attached Documents:
// Content
1,139,795
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 509,012,066 470,148,035 490,702,421
Liabilities 17 Accounts payable and accrued expenses.......... 26,670 24,330
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)......... 26,670 24,330
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........... 508,985,396 470,123,705
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........    
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)..... 508,985,396 470,123,705
30 Total liabilities and net assets/fund balances (see instructions). 509,012,066 470,148,035
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
508,985,396
2
Enter amount from Part I, line 27a .....................
2
7,793,343
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
403,743
4
Add lines 1, 2, and 3 ..........................
4
517,182,482
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
47,058,777
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
470,123,705
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 104,875,383   102,490,237 2,385,146
b 108,676,309   93,328,817 15,347,492
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,385,146
b       15,347,492
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 17,732,638
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 2,385,146
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) 1 351,586
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........................... 3 351,586
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- ..... 5 351,586
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 341,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 341,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 311
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 10,897
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowLA
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 arrowWWW.HNOC.ORG
14
The books are in care ofright arrowMICHAEL COHN CFO Telephone no.right arrow (504) 556-7659

Located atright arrow533 ROYAL STREETNEW ORLEANSLA ZIP+4right arrow70130
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
BONNIE BOYD BOARD CHAIRMAN
5.00 		60,000 0 0
1309 FELICITY STREET
NEW ORLEANS,LA70130
HILTON S BELL EMERITUS
5.00 		48,000 0 0
612 ANDREW HIGGINS
NEW ORLEANS,LA70130
E ALEXANDRA STAFFORD DIRECTOR
5.00 		48,000 0 0
401 IONA ST
METAIRIE,LA70005
JOHN KALLENBORN VICE CHAIRMAN OF THE BOARD
5.00 		0 0 0
201 ST CHARLES AVE 28TH FLOOR
NEW ORLEANS,LA70170
R ANDREW JARDINE EMERITUS
5.00 		48,000 0 0
7003 LONGVUE DR
MANDEVILLE,LA70448
LISA WILSON DIRECTOR
5.00 		48,000 0 0
507 WEST 20TH AVE
COVINGTON,LA70433
CHARLES LAPEYRE DIRECTOR
5.00 		48,000 0 0
52 TOKALON PLACE
METAIRIE,LA70001
DANIEL HAMMER PRESIDENT/CEO
40.00 		335,000 16,750 0
700 TOPAZ STREET
NEW ORLEANS,LA70124
TOD SMITH DIRECTOR
5.00 		48,000 0 0
127 PINEHURST DR
NEW ORLEANS,LA70131
MICHAEL COHN CHIEF FINANCIAL OFFICER
40.00 		243,338 12,167 0
915 N DUPRE ST
NEW ORLEANS,LA70119
MAYRA PINEDA DIRECTOR
5.00 		48,000 0 0
1515 POYDRAS STREET
NEW ORLEANS,LA70112
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
HEATHER HODGES DIR. INSTITUTIONAL A
40.00 		167,475 8,374 0
1325 ANNUNCIATION ST 342
NEW ORLEANS,LA70130
JASON WIESE CHIEF CURATOR
40.00 		163,953 8,198 0
1011 JOLIET ST
NEW ORLEANS,LA70118
JESSICA DORMAN DIR. PUBLICATIONS
40.00 		142,962 7,148 0
3716 CAMP ST
NEW ORLEANS,LA70115
CAROL BARTELS DIR. DIGITAL SERVICE
40.00 		133,603 6,680 0
134 E HENFER AVE
RIVER RIDGE,LA70123
REBECCA SMITH DIR. RESEARCH
40.00 		117,000 5,850 0
623 3RD STREET
NEW ORLEANS,LA70130
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
VILLERE & CO INVESTADV INVESTMENT ADVISOR FEES 234,817
601 POYDRAS ST SUITE 1808
NEW ORLEANS,LA70130
GOLDMAN SACHS INVESTMENT ADVISOR FEES 201,347
3414 PEACHTREE RD NE
ATLANTA,GA30326
MORGAN STANLEY SMITH BARNEY INVESTMENT ADVISOR FEES 175,809
787 7TH AVE
NEW YORK,NY10019
JP MORGAN CHASE NA ACCOUNT MGT FEES 169,801
201 ST CHARLES AVE
NEW ORLEANS,LA70170
WCM INVESTMENT MGT INVESTMENT ADVISOR FEES 134,414
281 BROOKS ST
LAGUNA BEACH,CA92651
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 THE HISTORIC NEW ORLEANS COLLECTION1. MAJOR EXHIBITIONS - FIVE MAJOR EXHIBITIONS INCLUDING: CAPTIVE STATE: LOUISIANA AND THE MAKING OF MASS INCARCERATION; PROSPECT 6: GESTURE TO HOME BY DIDIER WILLIAM; UNKOWN SITTERS; MYSTERY AND BENEVOLENCE: MASONIC AND ODD FELLOWS FOLK ART; A VANISHING BOUNTY: LOUISIANA'S COASTAL ENVIRONMENT AND CULTURE. 2. OTHER EXHIBITIONS-EIGHT, INCLUDING EDGE OF TOMORROW: AERIAL VIEWS OF LOUISIANA'S CHANGING COASTLINE BY BEN DEPP; CHAMPIONSHIP MEMORIES; FRENCH QUARTER LIFE: PEOPLE AND PLACES IN THE VIEUX CARR; A MYSTIC BROTHERHOOD: FRATERNAL ORDERS OF NEW ORLEANS; HISTORY OF THE FRENCH QUARTER; LOUISIANA SITES & CITIZENS; PURCHASED LIVES: NEW ORLEANS AND THE DOMESTIC SLAVE TRADE; PAUL NINAS MURAL 3. OFFSITE/TRAVELING EXHIBITIONS- TWO, THE TRAIL THEY BLAZED; PURCHASED LIVES: NEW ORLEANS AND THE DOMESTIC SLAVE TRADE 4. PROGRAMS - PUBLIC PROGRAMS AND EVENTS WERE PRESENTED IN CONNECTION WITH EXHIBITIONS THROUGHOUT THE YEAR FOR (CONTINUED AS A 990-PF FOOTNOTE) 20,032,964
2 ST. MARY PARISH POLICE JURY F/B/O THE KEMPER WILLIAMS PARK - THE KEMPER AND LEILA WILLIAMS FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO OPERATE THE KEMPER WILLIAMS PARK SERVINC RESIDENTS OF ST. MARY PARISH AND THE SURROUNDING AREA. CONSTRUCTION AND OPERATION OF THE PARK WERE PROVIDED FOR IN THE WILLS OF KEMPER AND LEILA WILLIAMS AND ACCOMPLISHED THROUGH AN ACT OF DONATION ON JULY 26, 1978. MONIES ARE PAID SEMI-ANNUALLY TO THE ST. MARY PARISH POLICE JURY AS THE PARK OPERATOR. 58,688
3 THE DIANE WOEST FELLOWSHIP - THE DIANE WOEST FELLOWSHIP IS AWARED TO SCHOLARS PURSUING RESEARCH PROJECTS IN LOUISIANA HISTORY THAT UTILIZE IN PART HOLDINGS AT THE HISTORIC NEW ORLEANS COLLECTION. IN FY 2024 FELLOWSHIP PAYMENTS WERE MADE TO JULIA BERNER, JONATHAN LANDE, AND ANN TRAN. 1,500
4 KEMPER WILLIAMS PRIZE - THE WILLIAMS PRIZE IS AWARDED EACH YEAR TO THE AUTHOR OF THE BEST PUBLISHED WORK ON LOUISIANA HISTORY. THE RECIPIENT WAS JOHN K. BARDES. 12,000
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
450,163,845
b
Average of monthly cash balances.......................
1b
8,813,633
c
Fair market value of all other assets (see instructions)................
1c
5,977,887
d
Total (add lines 1a, b, and c).........................
1d
464,955,365
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
464,955,365
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,974,330
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
457,981,035
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
22,899,052
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
20,105,151
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
6,417,131
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
26,522,282
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
1999-11-15
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
10,722,227 8,465,820 6,329,153 4,523,019 30,040,219
b 85% (0.85) of line 2a ......... 9,113,893 7,195,947 5,379,780 3,844,566 25,534,186
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		26,522,282 26,652,021 18,857,252 17,344,049 89,375,604
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		26,522,282 26,652,021 18,857,252 17,344,049 89,375,604
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		15,266,035 14,086,515 13,861,321 16,097,828 59,311,699
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ST MARY PARISH POLICE

195 BURNS POINT LANE
FRANKLIN,LA70538 		NONE GOV ASSISTANCE IN FUNDING OF PARK OPERATIONS 58,688

JOHN BARDES

216A HIMES HALL
BATON ROUGE,LA70802 		NONE   WILLIAMS PRIZE WINNER FOR THE PUBLICATION ""THE CARCERAL CITY. SLAVERY AND THE MAKING OF MASS INCARCERATION IN NEW ORLEANS, 1803-1930" - UNC PRESS, 2024 1,500

ANN NGOC TRAN

961 ELDEN AVE 203
LOS ANGELES,CA90006 		NONE   FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4,000

JULIA BERNIER

2313 SARAH ST 1
PITTSBURGH,PA15203 		NONE   FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4,000

JONATHAN LANDE

221 CONNOLLY ST
LAFAYETTE,LA47906 		NONE   FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4,000
Total .................................right arrow 3a 72,188
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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
aADMISSIONS         8,737
bBOOK SALES/PRODUCT ROYALTIES         19,997
cDUPLICATION FEES         10,042
dSPECIAL EVENTS         75,190
eOUTGOING LOAN RECEIPTS         2,117
fOTHER RECEIPTS         936,611
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 206,810  
4 Dividends and interest from securities ....     14 7,828,032  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 228,555  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     15 512,656  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 17,732,638  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         266,059
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 26,508,691 1,318,753
13Total. Add line 12, columns (b), (d), and (e)..................
13
27,827,444
(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.)
1A DEFERS EXPENSES FOR GUIDED TOURS OF HISTORY GALLERIES & HOME
1B ALLOWS PUBLICCATION OF HISTORICAL BOOKS & EPHEMERA USING ARCHIVAL
1B MATERIAL OF INTEREST TO RESEARCHERS AND HISTORIANS.
1C DUPLICATION OF ARCHIVAL MATERIAL FOR RESEARCHERS.
10 INTERPRETS MUSEUM PROGRAMS FOR VISITORS THRU POINT OF SALE TO
10 EDUCATE PATRONS IN HISTORY & CULTURE OF LA.
1D DEFERS EXPENSES FOR COST OF EDUCATIONAL PROGRAMS ON LOUISIANA HISTORY
1D MATERIAL OF INTEREST TO RESEARCHERS AND HISTORIANS.
1E LENDS FUNDS TO THE MUSEUM TO HELPS PAY FOR SHIPPING, CONVERATION, &
1E OTHER EXPENSES WHICH PROTECT THE ASSETS.
1G IRS ERC REFUND, BENEFIT FORFEITURES, CREDIT CARD POINTS, JSTOR, & TOUR
1G ASSOCIATION.
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
KEMPER AND LEILA WILLIAMS FOUNDATION IN
 
Employer identification number

23-7336090
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
KEMPER AND LEILA WILLIAMS FOUNDATION IN
  		Employer identification number
23-7336090
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE GREATER NEW ORLEANS FOUNDATION
 
919 ST CHARLES AVENUE
 
NEW ORLEANS, LA70130

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
PRISCILLA T RECKLING
 
121 W 48TH STREET APT 1602
 
KANSAS CITY, MO64112

$ 65,311


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
MR AND MRS RICHARD A DERBES
 
18166 SE VILLAGE CIRCLE
 
TEQUESTA, FL33469

$ 30,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
JULIE AND DREW JARDINE
 
7003 LONGVUE DRIVE
 
MANDEVILLE, LA70448

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
THE AZBY FUND
 
650 POYDRAS STREET SUITE 2521
 
NEW ORLEANS, LA70130

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
BESSEMER TRUST THE WILSON FAMILY FUND
 
630 FIFTH AVENUE
 
NEW YORK, NY10111

$ 25,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
KEMPER AND LEILA WILLIAMS FOUNDATION IN
  		Employer identification number
23-7336090
Part I
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
SCHWAB CHARITABLE BARBARA S BECKMAN FUND
 
211 MAIN STREET
 
SAN FRANCISCO, CA94105

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
MR AND MRS R HUNTER PIERSON JR
 
456 AUDUBON STREET
 
NEW ORLEANS, LA70118

$ 53,197


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
ESTATE OF ALFRED E LEMMON
 
4000 TOLMAS DRIVE
 
METAIRIE, LA70002

$ 125,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
ANN M MASSON
 
933 SAINT PHILIP STREET
 
NEW ORLEANS, LA70016

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
AMLIE AND CHARLES CAGLE
 
5903 MOUNT EAGLE DRIVE 408
 
ALEXANDRIA, VA22303

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
CATHOLIC COMMUNITY FOUNDATION LARRY AND MARLA GARVEY DONOR ADVISED FUND
 
7887 WALMSLEY AVENUE
 
NEW ORLEANS, LA70125

$ 25,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
KEMPER AND LEILA WILLIAMS FOUNDATION IN
  		Employer identification number
23-7336090
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
HARMONY FOUNDATION
 
1240 HARMONY STREET
 
NEW ORLEANS, LA70115

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
NEW ORLEANS TOURISM AND CULTURAL FUND
 
2610 ENERGY CENTRE
 
NEW ORLEANS, LA70163

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
FERTEL FOUNDATION
 
419 WALNUT STREET
 
NEW ORLEANS, LA70118

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
RUTH U FERTEL FOUNDATION
 
4144 MONTRACHET DRIVE
 
KENNER, LA70065

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
THE NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION
 
1205 N RAMPART STREET
 
NEW ORLEANS, LA70116

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
NEW ORLEANS RECREATION AND CULTURE FUND
 
919 ST CHARLES AVENUE
 
NEW ORLEANS, LA70130

$ 9,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
KEMPER AND LEILA WILLIAMS FOUNDATION IN
  		Employer identification number
23-7336090
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
ENTERGY SERVICES INC
 
639 LOYOLA AVENUE
 
NEW ORLEANS, LA70113

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
THE EUGENIE & JOSEPH JONES FAMILY FOUNDATION
 
835 UNION STREET SUITE 333
 
NEW ORLEANS, LA70112

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
CAHN FAMILY FOUNDATION INC
 
P O BOX 52005
 
NEW ORLEANS, LA70152

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
MOYSE FAMILY FOUNDATION
 
P O BOX 65206
 
BATON ROUGE, LA70896

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
ST DENIS J VILLERE & COMPANY LLC
 
601 POYDRAS STREET SUITE 1808
 
NEW ORLEANS, LA70130

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
CLEARBRIDGE INVESTMENTS LLC
 
ONE MADISON AVENUE
 
NEW YORK, NY10010

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
KEMPER AND LEILA WILLIAMS FOUNDATION IN
  		Employer identification number
23-7336090
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
PORT OF NEW ORLEANS
 
P O BOX 60046
 
NEW ORLEANS, LA70160

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
J P MORGAN CHASE & COMPANY
 
201 ST CHARLES AVENUE 28TH FLOOR
 
NEW ORLEANS, LA70170

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
NEAL AUCTION COMPANY
 
4038 MAGAZINE STREET
 
NEW ORLEANS, LA70115

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
RYAN GOOTEE GENERAL CONTRACTORS LLC
 
P O BOX 56253
 
METAIRIE, LA70055

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
SCOTT E MITCHELL
 
206 RIDLEY LANE
 
DECATUR, GA30030

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
THE HELIS FOUNDATION
 
201 ST CHARLES AVENUE SUITE 2600
 
NEW ORLEANS, LA70170

$ 75,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
KEMPER AND LEILA WILLIAMS FOUNDATION IN
  		Employer identification number
23-7336090
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
31
MAGIC SEASONING BLENDS LLC
 
720 DISTRIBUTORS ROW
 
NEW ORLEANS, LA70001

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
AMY AND CHUCK LAPEYRE
 
52 TOKALON PLACE
 
METAIRIE, LA70001

$ 10,000


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
KEMPER AND LEILA WILLIAMS FOUNDATION IN
  		Employer identification number

23-7336090
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
KEMPER AND LEILA WILLIAMS FOUNDATION IN
  		Employer identification number

23-7336090
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 53,066 0 0 53,066

TY 2024 GeneralExplanationAttachment
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Identifier Return Reference Explanation
ACTIVTY ONE CHARITABLE SUMMARY STATEMENT CONTINYED 990-PF PART VII-A LINE 1 THE EXHIBITIONS CITED IN SECTIONS 1 AND 2 ABOVE. PROGRAMS OUTSIDE OF EXHIBITIONS: 17 PUBLIC PROGRAMS INCLUDING CONFERENCE, LECTURES, RECEPTIONS, FILM SCREENINGS, CONCERTS AND VIRTUAL PROGRAMMING. 5. PUBLICATIONS: PERIODICALS: THE HISTORIC NEW ORLEANS COLLECTION QUARTERLY; BOOKS: CALL ME LARRY: A CREOLE MAN'S TRIUMPH OVER RACISM AND HOMOPHOBIA; ONLINE: FIRST DRAFT: STORIES FROM THE HISTORIC NEW ORLEANS COLLECTION "TENNESSEE WILLIAMS STUDIES" ONLINE RESEARCH GUIDE. 6. EDUCATIONAL OUTREACH: 1 ONLINE TEACHER PROFESSIONAL DEVELOPMENT PROGRAM, 60 ON-SITE AND OFF-SITE FIELD TRIPS, 1 EDUCATOR WORKSHOP, 6 INTERNS, 1 STUDENT WRITING CONTEST, AND 1 COMMUNITY AND FAMILY DAY. 7. VISITATION: 51,811 TOTAL EXHIBITION-RELATED VISITORS.

TY 2024 InvestmentsCorpBondsSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Name of Bond End of Year Book Value End of Year Fair Market Value
FEDERAL HOME LOAN BANKS 1,081,895 1,061,473
COMCAST CORP 1,166,031 1,074,051
CHARLES SCHWAB CORP 1,023,281 990,417
NATIONAL RURAL UTIL CORP 1,015,353 993,760
INTL BK RECON & DEVELOP 1,002,916 1,004,052
ORACLE CORP 629,446 565,010
FHLB 922,639 890,269
EXELON CORPORATION 978,540 884,778
BANK OF AMERICA CORP 782,323 763,009
RALP LAUREN CORP 1,356,882 1,273,768
BANCO SANTANDER SA 844,439 753,923
MIZUHO FINANCIAL GROUP 362,015 378,499
CITIGROUP INC 823,728 840,598
EIB 794,150 770,126
EMERSON ELECTRIC CO 1,010,530 902,736
ANHEUSER-BUSCH INBEV WORLDWIDE 600,145 553,837
VERIZON COMMUNICATIONS INC. 596,544 547,378
BP CAPITAL MARKETS AMERICA INC 569,182 572,722
BARCLAYS PLC 330,089 339,199
AT&T INC 488,243 445,864
FOX CORPORATION 566,384 530,194
NETAPP INC. 469,897 411,659
MPLX LP 425,706 391,693
GATX CORP 402,822 373,793
BOEING COMPANY 386,831 378,970
BANCO SANTANDER SA 368,454 350,780
GENERAL MOTORS CO. 362,033 345,472
MITSUBISHI UFJ FINANCIAL GROUP 444,906 450,624
SKYWORKS SOLUTIONS 227,806 193,762
UNITEDHEALTH GROUP INC 241,413 222,280
CONSOLIDATEDEDISON CO 229,457 224,938
ISHARES IBOXX HIGH YIELD 6,883,099 7,156,527
JPMORGAN TOTAL RETURN FUND 25,299 22,514
VANGUARD INTRM BND 283,704 258,470
JPM CORE BD FD-USD 258,088 229,222
VANGUARD I/T INVEST 253,959 227,983
JPM MTGE BACKED SEC FD 202,354 186,195
VANGUARD TOT BD MKT 128,295 115,920
3M COMPANY 365,501 366,603
ALTRIA GROUP INC 539,203 543,475
BERRY GLOBAL INC 473,265 474,279
DIAGEO CAPITAL PLC 452,392 434,831
ECOLAB INC 954,977 933,562
EMERSON ELECTRIC CO 415,213 407,603
HOME DEPOT INC. 808,087 784,685
HORMEL FOODS CORP 1,025,429 1,000,657
INTERNATIONAL BUSINESS MACHINE 481,577 477,329
INTUIT INC 448,005 438,665
JOHNSON & JOHNSON 1,173,375 1,123,401
PAYPAL HOLDINGS INC. 437,031 430,700
PAYPAL HOLDINGS INC. 657,739 657,157
PHILIP MORRIS INTERNATIONAL IN 3,974 3,948
QUALCOMM INCORPORATED 745,130 692,936
ROYAL BANK OF CANADA 409,349 409,953
UNITED HEALTH GROUP INC. 997,340 975,205
AIR LEASE CORP 499,595 490,857
ALEXANDRIA REAL ESTATE EQUITIES 812,121 845,572
ANHEUSER-BUSCH INBEV FIN 450,394 463,585
BP CAP MARKETS AMERICA 994,760 1,003,880
GE CAPITAL INTL FUNDING CO 776,759 783,857
KINDER MORGAN ENERGY PRTNRS LP 531,125 582,630
LOCKHEAD MARTIN CORPORATION 950,348 963,139
MORGAN STANLEY HYBRID 625,255 640,401
MORGAN STANLEY HYBRID 552,134 559,092
REALTY INCOME CORP 286,627 279,978
SANTANDER UK GROUP HOLDINGS PLC 835,348 886,048
THE SOUTHERN COMPANY 299,414 302,193
TRANSCANADA PIPELINES LTD 261,700 260,806
U.S. BANCORP HYBRID 292,935 309,602
TRUIST BANK HYBRID 433,467 439,018
PNC FINANCIAL SERVICES GROUP, INC 403,158 424,704
ROYAL BANK OF CANADA 525,027 537,242
JPMORGAN CHASE & CO. HYBRID 447,975 441,695
JPMORGAN CHASE & CO. HYBRID 192,577 182,527
HSBC HOLDINGS PLC HYBRID 386,996 398,647
HUMANA INC. 267,892 267,649
ING GROEP N.V. HYBRID 192,023 203,055
GILEAD SCIENCES, INC 607,648 620,675
GENERAL MOTORS FINANCIAL COMPANY, INC 209,826 216,716
EVERSOURCE ENERGY 105,148 111,865
DEUTSCHE BANK NY HYBRID 431,968 436,886
CVS HEALTH CORPORATION 510,399 525,033
CVS HEALTH CORPORATION 96,934 99,428
CROWN CASTLE INC 515,036 521,382
BAXTER INTERNATIONAL INC 578,435 601,294
AECAP IRELAND CAPITAL DESIGNATED ACTIVITY CO 257,553 263,411
MIZUHO FINANCIAL GROUP 370,140 375,511
MIZUHO FINANCIAL GROUP 292,969 308,838
DOUBLELINE LOW DRU EMG-1 1,342,292 1,365,770
MFS EMERG MRKTS DEBT 355,763 368,065

TY 2024 InvestmentsCorpStockSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Name of Stock End of Year Book Value End of Year Fair Market Value
CAESARS ENTERTAINMENT INC 3,876,394 2,333,875
EURONET WORLDWIDE INC. 2,199,859 3,175,689
FREEPORT-MCMORAN INC 2,540,167 2,987,154
LIGAND PHARMACEUTICALS INC 2,617,417 3,016,992
ON SEMICONDUCTOR CORP 1,329,291 1,713,619
PALOMAR HOLDINGS INC. 2,126,899 3,796,568
POOL CORP 166,558 2,714,570
ROPER TECHNOLOGIES INC. 1,807,213 4,123,523
STRYKER CORP 1,865,983 3,685,275
VISA INC 686,757 4,025,033
RESOURCE BANKSHARES INC. 1,071,429 4,500,000
APPLE INC 1,970,873 2,221,300
AMAZON COM INC 1,093,942 2,283,120
BERKSHIRE HATHAWAY CL-B NEW 1,630,470 3,195,480
CATERPILLAR INC. 509,540 494,700
CHUBB LTD 2,081,465 2,717,910
COSTCO WHOLESALE ENERGY CORP 610,240 851,202
CHEVRON CORP 1,448,528 1,505,610
ECOLAB INC 1,164,991 1,774,640
CORNING INC 903,118 1,144,500
ALPHABET INC CL C 254,235 1,249,840
HOME DEPOT INC. 1,011,889 1,465,960
HERSHEY CO. 396,934 342,060
JOHNSON & JOHNSON 557,955 1,658,400
JP MORGAN CHASE & CO 1,217,468 2,453,000
COCA COLA CO 1,739,642 2,578,320
ELI LILLY & CO. 787,826 825,910
MASTERCARD INC CL A 576,436 1,096,240
MONDELEZ INTERNATIONAL INC. 1,311,786 1,696,250
MERCK & CO. INC. 634,640 718,080
MICROSOFT CORP 1,457,265 2,627,730
OPTION CARE HEALTH INC. 273,057 349,500
PEPSICO INC. 766,204 1,049,580
PROCTER & GAMBLE CO. 503,873 2,215,460
TEXAS INSTRUMENTS INC. 720,158 1,437,600
UNION PACIFIC CORP 1,129,054 1,181,200
VISA INC 511,822 1,051,380
WASTE MANAGEMENT INC. 233,535 1,157,550
WALMART INC 1,407,389 2,633,700
EXXON MOBIL CORP 1,394,076 2,140,740
ISHARES CORE S&P 19,365,360 20,811,111
VANGUARD S&P 500 27,855,389 35,218,252
ISHARES CORE MSCI 14,945,634 14,827,778
ISHARES MSCI TAIWAN 2,064,912 1,942,217
ISHARES MSCI MEXICO 980,823 1,003,657
CULLEN EMG MKTS 136,828 170,104
ISHARES LATIN AMERICA 175,534 172,457
ISHARES MSCI INDIA 1,625,090 1,899,921
ISHARES MSCI CHINA 1,622,994 1,869,728
WASATCH EMERGING INDIA-INST 927,067 917,506
ISHARES MSCI BRAZIL 1,237,275 1,037,981
ISHARES MSCI SOUTH AFRICA 1,351,631 1,432,301
EXEPERIAN PLC 497,502 537,915
AON PLC-CLASS A 377,886 571,497
FERRARI NV 618,078 1,188,651
ICON PLC 1,068,071 769,256
STERIS PLC 705,488 748,398
NOVO-NORDISK A/S-SPONS 821,687 1,024,865
ADYEN NV-UNSPON ADR 586,110 743,420
ATLASSIAN CORP 355,422 491,478
ASM INTERNATIONAL 372,637 464,749
IDEXX LABS INC 3,071,934 3,017,341
JB HUNT TRANSPORT 3,778,442 3,237,886
OMNILAB INC 538,311 424,894
OMNILAB RESTRICTED 17,909 137
OMNILAB RESTRICTED 17,909 137
ON HOLDING AG 1,780,557 3,547,638
OPTION CARE HEALTH INC. 2,578,248 3,240,948
COLGATE PALMOLIVE 1,257,585 1,592,900
EVERGY INC 1,092,734 1,172,150
KINDER MORGAN INCORP 1,092,297 1,711,800
PHILLIPS 66 COM 1,781,780 1,852,200
COLUMBIA GREATER CHINA 575,049 613,625
ISHARES MSCI CHILE 520,051 596,489
EATON VANCE GREATER INDIA 539,686 671,669
ARCH CAPITAL GROUP LTD 682,672 902,265
ASML HOLDING NV-NY REG 1,440,860 1,192,734
ASTRAZENECA PLC 1,036,049 1,121,243
CANADIAN PACIFIC KANSAS CITY 841,496 809,732
ICICI BANK LTD 525,546 750,649
LINDE PLC 575,535 803,229
WASTE CONNECTIONS 404,672 559,805
ATLAS ENERGY SOLUTIONS 3,351,738 2,989,003
UBER TECHNOLOGIES 3,038,914 3,443,728
BLACKROCK INC 1,749,101 1,892,960
CITIGROUP INC 1,453,417 1,561,780
COMCAST CORP CLASS A 886,998 738,000
EMERSON ELECTRIC CO 1,141,657 1,315,680
ENBRIDGE INC 378,026 443,100
INTL BUSINESS MACHINES CORP 1,339,832 1,989,280
INTERNATIONAL PAPER CO 733,219 800,250
NVIDIA CORPORATION 1,321,716 1,950,840
ORACLE CORP 1,194,415 978,670
PALO ALTO NETWORKS 428,714 426,600
WILLIAMS CO INC 917,359 1,673,280
WEYERHAEUSER CO 1,655,793 1,464,000
WISDOMTREE INDIA EARNINGS 339,705 336,392
ASML HOLDING NV-NY REG SHS 804,302 674,557
SAFRAN SA-UNSPON ADR 809,557 1,218,051
BAE SYSTEMS PLC-SPON ADR 933,405 1,292,902
MERCADOLIBRE INC 402,358 612,573
NU HOLDINGS LTD/CAYMAN ISL 555,792 509,030
CANADIAN NATURAL RESOURCES 558,015 518,734
UBS GROUP AG-REG 626,955 622,524
COMPASS GROUP PLC-SPON ADR 520,260 626,186
MONDAY.COM LTD 588,599 635,377
TIDEWATER 4,794,987 2,494,987
LINEAGE 3,933,826 3,170,417
AMAZON 3,586,892 4,055,392
AGNICO EAGLE MINES LTD 640,401 867,280
BROADCOM INC 1,367,322 1,172,010
DUPONT DE NEMOURS INC 424,116 373,400
DEERE & CO 1,022,528 985,635
ENTERGY CORP NEW 1,421,066 1,538,820
EXPAND ENERGY CORPORATION 879,175 1,447,160
HONEYWELL INTL INC 1,713,251 1,588,125
KIMBERLY CLARK CORP 680,558 711,100
PUBLIC SERVICE ENTERPRISE GP 668,030 658,400
PPL CORPORATION 32,190 36,110
RTX CORPORATION 1,547,510 1,589,520
TE CONNECTIVITY PLC 407,237 395,696
VERIZON COMMUNICATIONS INC. 831,221 907,200
WEC ENERGY GROUP INC COM 1,866,926 2,397,560
ISHARES CHINE LARGE-CAP EFT 42,058 42,040
ISHARES MSCI POLAND ETF 209,579 229,346
ISHARES MSCI SINGAPORE ETF 471,079 492,972
MACQUARIE EMRG MRKT-R6 332,606 319,628
MATTHEWS CHINA FUND-INST 791,146 746,683
3I GROUP PLC-UNSPON ADR 820,275 995,353
COUPANG INC 734,015 725,225
MEITUAN - UNSP ADR 993,467 848,875
MITSUBISHI HEAVY INDUSTRIES 716,258 1,029,215
NINTENDO CO LTD-UNSPONS ADR 753,524 677,563
ROLLS-ROYCE HOLDINGS-SP ADR 1,157,282 1,518,872
SAP SE-SPONSORED ADR 1,198,501 1,287,170
SEA LTD-ADR 796,199 1,434,477
SIEMENSA ENERGY AG-UNSP ADR 867,579 1,086,614
SPOTIFY TECHNOLOGY SA 634,985 1,245,268
TAIWAN SEMICONDUCTOR-SP ADR 1,142,076 1,322,688
TENCENT HOLDINGS LTD-UNS ADR 749,536 712,774

TY 2024 InvestmentsGovtObligationsSch
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
US Government Securities - End of Year Book Value:

57,494,308
US Government Securities - End of Year Fair Market Value:

56,634,081
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS AT COST 28,957,687 39,764,347

TY 2024 LegalFeesSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 47,150 0 0 47,150


TY 2024 OtherAssetsSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MINERAL INTEREST 423,165 423,165 1,139,795
ART, BOOKS & MANUSCRIPTS 45,739,750 0 0


TY 2024 OtherDecreasesSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Description Amount
REMOVED COLLECTIONS FROM BALANCE SHEET PER AAM STANDARDS 46,644,235
ACQUISITIONS EXPENSES 388,529
PRIOR PERIOD FIXED ASSET ADJUSTMENT 26,013


TY 2024 OtherExpensesSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE PREMIUMS 1,610,958 0 0 1,610,958
MEMBERSHIPS 68,961 0 107 68,854
SUBSCRIPTIONS 59,602 0 2,184 57,417
POSTAGE & FREIGHT 57,894 0 4,336 53,558
MOVING/STORAGE 7,470 0 0 7,470
REPAIRS 97,591 0 0 97,591
COMMUNICATIONS 107,538 0 0 107,538
UTLILITIES 497,264 0 1,686 495,577
VAN 1,028 0 0 1,028
COURTYARD/GROUNDS 32,514 0 0 32,514
SERVICE/MAINTENANCE CONTRACTS 461,526 0 0 461,527
EXHIBITIONS/RECEPTIONS 426,517 0 0 426,517
SOFTWARE 186,607 0 0 186,607
CONSERVATION 94,180 0 0 94,180
ADVERTISING 1,076,181 0 4,200 1,071,981
PUBLIC RELATIONS 259,957 0 88 259,870
DEPT. OPERATING EXPENSES 306,967 0 7,598 299,369
ACQUISITIONS 21,027 0 0 21,027
APPRAISALS 1,800 0 0 1,800
OFFICE EQUIP/FURNISHINGS 350,846 0 184 350,662
COLLECTION PROCESSING/DEV 79,793 0 0 79,793
CONSULTANTS 80,753 0 0 80,753
EVENTS/EDUCATION OUTREACH 444,973 0 0 444,973
MAJOR RESOURCES 36,205 0 0 36,205
DONATIONS 500 0 500 0
HUMAN RESOURCES 72,075 0 0 72,075
ANNUITY PAYMENTS 688 688 688 0
WILLIAMS PRIZE 227 0 0 227
INSURANCE 51,796 51,796 51,796 0


TY 2024 OtherIncomeSchedule2
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL & GAS ROYALTIES 512,656 512,656 512,656
ADMISSIONS 8,737   8,737
BOOK SALES/PRODUCT ROYALTIES 19,997   19,997
DUPLICATION FEES 10,042   10,042
SPECIAL EVENTS 75,190   75,190
OUTGOING LOAN RECEIPTS 2,117   2,117
OTHER RECEIPTS 936,611   936,611


TY 2024 OtherIncreasesSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Description Amount
ACQUISITIONS CAPITALIZED 403,743


TY 2024 OtherProfessionalFeesSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK & TRUSTEE 85,953 60,167 66,815 19,138
INVESTMENT ADVISOR 1,019,285 1,019,285 1,019,285 0
ROYAL VERIFICATION 6,875 6,875 6,875 0


TY 2024 TaxesSchedule
Name:
KEMPER AND LEILA WILLIAMS FOUNDATION IN
EIN:
23-7336090
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 339,004 0 0 339,004
PAYROLL TAX - FEDERAL 726,792 0 0 726,792
PAYROLL TAX - STATE 5,848 0 0 5,848
REAL ESTATE TAX 38,880 38,880 38,880 0