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 01-01-2024 , and ending 12-31-2024
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$3,039,276J 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... 56,233 56,133  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 186,981
b Gross sales price for all assets on line 6a 1,205,530
7 Capital gain net income (from Part IV, line 2)... 186,981
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)....... Click to see attachment
List of Attached Documents:
// Content
334    
12 Total. Add lines 1 through 11........ 243,548 243,114  
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
12,301 7,381   4,920
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,144 1,282   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
56 21   35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,398 8,684 0 5,852
25 Contributions, gifts, grants paid....... 133,000 133,000
26 Total expenses and disbursements. Add lines 24 and 25 148,398 8,684 0 138,852
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 95,150
b Net investment income (if negative, enter -0-) 234,430
c Adjusted net income (if negative, enter -0-)... 0
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.............      
2 Savings and temporary cash investments......... 23,355 47,798 47,798
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).......... 2,293,725 Click to see attachment
List of Attached Documents:
// Content
2,364,154 		2,991,478
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) 2,317,080 2,411,952 3,039,276
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........ 2,317,080 2,411,952
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)..... 2,317,080 2,411,952
30 Total liabilities and net assets/fund balances (see instructions). 2,317,080 2,411,952
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
2,317,080
2
Enter amount from Part I, line 27a .....................
2
95,150
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
108
4
Add lines 1, 2, and 3 ..........................
4
2,412,338
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
386
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,411,952
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 3877.973 BNY MELLON SMALL CAP STK FD CL M SHS   2022-11-10 2024-01-03
b 26. ASSURANT INC   2023-08-18 2024-01-05
c 4. AON PLC/IRELAND A   2023-01-06 2024-01-05
d 25. AON PLC/IRELAND A   2021-04-07 2024-01-05
e 5. ASSURANT INC   2023-08-23 2024-01-08
47. BUNGE GLOBAL SA   2023-07-31 2024-01-22
70. MORGAN STANLEY DEAN WITTER & CO   2023-06-30 2024-02-05
80. MORGAN STANLEY DEAN WITTER & CO   2018-12-21 2024-02-05
3. NORTHROP GRUMMAN CORP   2023-03-07 2024-02-05
4. NORTHROP GRUMMAN CORP   2023-09-21 2024-02-05
6. NORTHROP GRUMMAN CORP   2023-01-06 2024-02-05
920.245 BNY MELLON MID CAP STK FD CL M   2021-12-14 2024-02-14
1274.86 BNY MELLON SMALL CAP STK FD CL M SHS   2022-11-10 2024-02-14
200. ISHARES BARCLAYS AGGREGATE BOND FUND   2023-07-27 2024-02-14
275. VANGUARD INDEX TR   2023-07-27 2024-02-14
3282.669 VIRTUS SH EMRG MRKT DBT-I   2022-02-08 2024-02-14
3. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-30 2024-02-21
7. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-21 2024-02-21
7. BERKSHIRE HATHAWAY INC DEL CL B   2022-03-22 2024-02-21
130. COCA - COLA CO   2023-10-24 2024-02-21
9. ELI LILLY & CO COM   2018-10-04 2024-02-21
37. MARATHON PETROLEUM CORP   2023-06-30 2024-02-21
160. EXXON MOBIL CORP   2021-02-05 2024-02-28
150. SHELL PLC-W/I-ADR   2023-04-10 2024-02-28
36. ELI LILLY & CO COM   2018-09-07 2024-03-28
64. PROGRESSIVE CORP OHIO   2022-07-08 2024-03-28
41. ABBVIE INC   2023-09-21 2024-04-25
95. ABBVIE INC   2020-01-28 2024-04-25
70. CF INDS HLDGS INC   2023-04-28 2024-05-07
280. INTERPUBLIC GROUP OF COMPANIES INC   2022-05-31 2024-05-08
1476.669 BNY MELLON MID CAP STK FD CL M   2021-12-14 2024-05-10
2445.952 BNY MELLON SMALL CAP STK FD CL M SHS   2022-11-10 2024-05-10
3798.392 DFA EMERG MKTS CORE EQUITY   2014-01-21 2024-05-10
959.693 HOTCHKIS & WILEY HIGH YLD-I   2023-07-27 2024-05-10
250. ISHARES TR S & P SMALL CAP 600   2022-11-10 2024-05-10
150. INTEL CORPORATION   2023-09-21 2024-06-12
90. SHOPIFY INC-A W/I   2023-11-03 2024-06-12
110. SHOPIFY INC-A W/I   2023-12-18 2024-06-12
5. NORTHROP GRUMMAN CORP   2023-09-21 2024-06-24
15. NORTHROP GRUMMAN CORP   2019-08-13 2024-06-24
.6667 GRAIL INC   2022-08-29 2024-07-08
25. ARES MANAGEMENT CORP   2023-04-11 2024-07-23
16. CINTAS CORP   2021-09-09 2024-07-23
9.3334 GRAIL INC   2023-07-31 2024-07-23
1.6666 GRAIL INC   2022-08-29 2024-07-23
200. NEWMONT MINING CORP   2023-12-07 2024-07-23
70. CRH PLC   2023-11-16 2024-07-23
132. INTERNATIONAL GAME TECHNOLOG   2022-02-11 2024-07-23
75. ARES MANAGEMENT CORP   2023-04-10 2024-07-24
123. INTERNATIONAL GAME TECHNOLOG   2022-02-11 2024-07-24
38. CONSTELLATION ENERGY CORP   2023-06-21 2024-07-25
130. EDWARDS LIFESCIENCES CORP   2024-03-28 2024-07-25
123. INTERNATIONAL GAME TECHNOLOG   2021-12-16 2024-07-25
122. INTERNATIONAL GAME TECHNOLOG   2021-12-16 2024-07-26
1090.513 G Q G PART EMERG MKTS EQ-INST   2024-05-13 2024-07-31
787.815 ARISTOTLE FLTNG RT INC-I   2023-07-27 2024-07-31
698.262 BNY MELLON MID CAP STK FD CL M   2023-12-13 2024-07-31
464.529 BNY MELLON MID CAP STK FD CL M   2022-12-13 2024-07-31
236.518 HOTCHKIS & WILEY HIGH YLD-I   2023-07-27 2024-07-31
450. ISHARES 1-3 YEAR TREASURY BOND ETF   2023-07-27 2024-07-31
350. ISHARES TR S & P SMALL CAP 600   2022-11-10 2024-07-31
57. CHEVRON CORPORATION   2024-02-28 2024-08-01
29. J P MORGAN CHASE & CO   2022-06-02 2024-08-08
14. EATON CORP PLC   2024-01-05 2024-08-08
15. EATON CORP PLC   2020-03-03 2024-08-08
17. TRANE TECHNOLOGIES PLC   2019-06-24 2024-08-08
4. EATON CORP PLC   2020-03-03 2024-08-27
40. EATON CORP PLC   2020-03-03 2024-08-27
46. ROSS STORES INC   2023-09-21 2024-08-28
150. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-06-30 2024-09-12
25. J P MORGAN CHASE & CO   2022-06-02 2024-09-13
90. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
25. WILLIS TOWERS WATSON PLC   2024-07-23 2024-10-04
130. CITIGROUP INC   2024-02-28 2024-10-24
130. SANOFI-SYNTHELABO   2022-04-04 2024-10-24
7. UNITED HEALTH GROUP INC   2023-11-20 2024-10-24
2. UNITED HEALTH GROUP INC   2023-01-13 2024-10-24
30. ALLSTATE CORP COM   2023-12-07 2024-10-31
37. T -MOBILE US INC   2024-07-23 2024-10-31
16. CONSTELLATION ENERGY CORP   2021-01-12 2024-11-14
9. UNITED HEALTH GROUP INC   2024-04-25 2024-11-14
3. UNITED HEALTH GROUP INC   2023-01-13 2024-11-14
35. ISHARES S&P 500 INDEX FUND   2024-02-14 2024-11-15
200. ISHARES BARCLAYS AGGREGATE BOND FUND   2024-07-31 2024-11-15
140. CELSIUS HOLDINGS INC   2024-07-23 2024-11-26
44. DEXCOM INC   2024-04-25 2024-11-26
51. DEXCOM INC   2024-07-25 2024-11-26
1423.632 BNY MELLON MID CAP STK FD CL M   2023-12-13 2024-12-10
10149.543 BNY MELLON MID CAP STK FD CL M   2006-12-07 2024-12-10
25. ISHARES S&P 500 INDEX FUND   2024-01-02 2024-12-10
360. SCHLUMBERGER LIMITED COM   2022-06-27 2024-12-13
CAPITAL GAIN DIVIDENDS P    
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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 75,000   76,551 -1,551
b 4,380   3,641 739
c 1,150   1,215 -65
d 7,188   6,138 1,050
e 833   696 137
4,182   5,221 -1,039
6,025   6,208 -183
6,886   4,045 2,841
1,328   1,417 -89
1,771   1,750 21
2,656   3,206 -550
15,000   19,436 -4,436
25,000   25,166 -166
19,360   19,528 -168
22,819   23,468 -649
23,373   29,708 -6,335
1,224   1,023 201
2,856   2,544 312
2,856   2,457 399
7,926   7,254 672
6,652   1,028 5,624
6,139   4,316 1,823
16,670   9,636 7,034
9,389   9,137 252
28,135   3,880 24,255
13,238   8,279 4,959
6,846   6,293 553
15,863   11,421 4,442
5,211   4,968 243
8,642   8,607 35
25,000   26,423 -1,423
48,895   48,283 612
90,402   73,929 16,473
10,000   9,798 202
27,191   25,062 2,129
4,696   5,202 -506
5,828   5,359 469
7,123   8,482 -1,359
2,152   2,187 -35
6,455   5,623 832
10   24 -14
3,757   1,967 1,790
12,113   6,483 5,630
143   237 -94
25   59 -34
9,405   7,913 1,492
5,747   4,153 1,594
2,726   3,882 -1,156
10,968   5,854 5,114
2,489   3,407 -918
6,465   3,451 3,014
7,909   12,428 -4,519
2,484   3,146 -662
2,836   3,020 -184
20,000   19,389 611
7,500   7,429 71
12,010   10,956 1,054
7,990   7,632 358
2,500   2,415 85
36,987   36,481 506
41,326   35,087 6,239
8,697   8,673 24
5,900   3,919 1,981
4,002   3,291 711
4,288   1,850 2,438
5,555   1,662 3,893
1,190   374 816
11,844   3,425 8,419
6,898   5,210 1,688
7,659   8,895 -1,236
5,133   3,199 1,934
10,390   9,229 1,161
7,268   6,825 443
8,174   7,166 1,008
6,697   7,108 -411
3,933   3,753 180
1,124   1,011 113
5,621   4,174 1,447
8,276   6,523 1,753
3,631   692 2,939
5,337   4,458 879
1,779   1,480 299
20,567   17,474 3,093
19,544   19,779 -235
3,875   6,597 -2,722
3,407   6,078 -2,671
3,949   5,589 -1,640
27,021   22,337 4,684
192,638   125,968 66,670
15,210   12,218 2,992
14,466   15,594 -1,128
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
      9,727
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,551
b       739
c       -65
d       1,050
e       137
      -1,039
      -183
      2,841
      -89
      21
      -550
      -4,436
      -166
      -168
      -649
      -6,335
      201
      312
      399
      672
      5,624
      1,823
      7,034
      252
      24,255
      4,959
      553
      4,442
      243
      35
      -1,423
      612
      16,473
      202
      2,129
      -506
      469
      -1,359
      -35
      832
      -14
      1,790
      5,630
      -94
      -34
      1,492
      1,594
      -1,156
      5,114
      -918
      3,014
      -4,519
      -662
      -184
      611
      71
      1,054
      358
      85
      506
      6,239
      24
      1,981
      711
      2,438
      3,893
      816
      8,419
      1,688
      -1,236
      1,934
      1,161
      443
      1,008
      -411
      180
      113
      1,447
      1,753
      2,939
      879
      299
      3,093
      -235
      -2,722
      -2,671
      -1,640
      4,684
      66,670
      2,992
      -1,128
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 186,981
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 3,259
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 3,259
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 3,259
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,724
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 1,724
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 1,535
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 arrow0 Refundedright arrow 11 0
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$   (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 2024 or the taxable year beginning in 2024? 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 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
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 (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
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 (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
2,963,282
b
Average of monthly cash balances.......................
1b
42,202
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,005,484
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
3,005,484
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
45,082
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,960,402
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
148,020
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
148,020
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,259
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,259
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
144,761
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
144,761
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
144,761
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
138,852
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
138,852
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 7 144,761
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 2,295
c From 2021...... 63,421
d From 2022...... 6,932
e From 2023...... 29,571
f Total of lines 3a through e ........ 102,219
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 138,852
a Applied to 2023, 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 2024 distributable amount..... 138,852
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 5,909 5,909
(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 96,310
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		96,310
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 59,807
c Excess from 2022.... 6,932
d Excess from 2023.... 29,571
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
 
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
         
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 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 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 (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

BOULDER COUNTRY DAY SCHOOL

4820 NAUTILUS CT N
BOULDER,CO80301 		NONE PC GENERAL OPERATING 15,000

COLBY COLLEGE SWIMMING

4000 MAYFLOWER HILL DR
WATERVILLE,ME04901 		NONE PC GENERAL OPERATING 10,000

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

14 OLD CHAPEL ROAD
MIDDLEBURY,VT05753 		NONE PC GENERAL OPERATING 10,000

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

RUNWAY FOR RECOVERY

65 MIDDLE ST
NEWBURYPORT,MA019502863 		NONE PC GENERAL OPERATING 10,000

DAWSON SCHOOL

10455 DAWSON DRIVE
LAFAYETTE,CO80026 		NONE PC GENERAL OPERATING 5,000

BURN FOUNDATION

8600 W CHESTER PIKE STE 202
UPPER DARBY,PA190822629 		NONE PC GENERAL OPERATING 5,000

FRIENDS OF BIG ISLAND POND

PO BOX 222
HAMPSTEAD,NH038410222 		NONE PC GENERAL OPERATING 26,000

LALA & MIMIS PAJAMA PROJECT

26 KINO BLVD
HAMILTON,NJ086191456 		NONE PC GENERAL OPERATING 1,000

NORTHEAST DISABLED ATHLETIC ASSOC

82 KILLARNEY DR
BURLINGTON,VT054082702 		NONE PC GENERAL OPERATING 5,000

COLBY COLLEGE

6247 MAYFLOWER HILL
WATERVILLE,MA04901 		NONE PC GENERAL OPERATING 25,000
Total .................................right arrow 3a 133,000
bApproved for future payment
Total ................................. right arrow 3b  
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
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 56,233  
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 ............ 		    18 186,981  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 334  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   243,548  
13Total. Add line 12, columns (b), (d), and (e)..................
13
243,548
(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 (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

TY 2024 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 2024 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      
929089100 VOYA FINANCIAL INC AT COST 5,661 8,260
443573100 HUBSPOT INC AT COST 6,499 19,510
023135106 AMAZON COM INC AT COST 22,397 79,858
G5960L103 MEDTRONIC PLC AT COST 23,914 21,088
037833100 APPLE INC AT COST 34,870 87,897
46625H100 J P MORGAN CHASE & C AT COST 4,539 23,252
05569M509 BNY MELLON MID CAP S      
17275R102 CISCO SYS INC AT COST 16,311 21,312
37045V100 GENERAL MOTORS CO AT COST 6,217 10,121
594918104 MICROSOFT CORP COM AT COST 32,206 98,631
233203421 DFA EMERG MKTS CORE      
35671D857 FREEPORT-MCMORAN COP AT COST 7,914 12,186
084670702 BERKSHIRE HATHAWAY I AT COST 13,617 32,636
235851102 DANAHER CORP COMMON AT COST 21,795 22,266
075887109 BECTON DICKINSON AND AT COST 23,584 22,006
56585A102 MARATHON PETROLEUM C AT COST 1,464 6,138
617446448 MORGAN STANLEY DEAN      
02079K107 ALPHABET INC AT COST 25,335 87,031
04621X108 ASSURANT INC AT COST 10,732 10,661
852234103 BLOCK INC AT COST 16,411 13,003
67066G104 NVIDIA CORP AT COST 6,041 114,147
031100100 AMETEK INC NEW AT COST 9,577 13,880
038222105 APPLIED MATERIALS IN AT COST 5,598 16,751
20825C104 CONOCOPHILLIPS AT COST 15,036 13,487
666807102 NORTHROP GRUMMAN COR      
233203199 D F A INTL SUSTAINAB AT COST 98,521 124,196
G29183103 EATON CORP PLC      
90353T100 UBER TECHNOLOGIES IN AT COST 6,181 9,048
00287Y109 ABBVIE INC      
45687V106 INGERSOLL RAND INC AT COST 6,155 15,650
G8994E103 TRANE TECHNOLOGIES P AT COST 2,875 11,081
443201108 HOWMET AEROSPACE INC AT COST 8,577 21,874
254687106 DISNEY (WALT) COMPAN AT COST 12,029 11,803
G0403H108 AON PLC/IRELAND A AT COST 6,602 7,902
G4863A108 INTERNATIONAL GAME T      
172908105 CINTAS CORP      
12572Q105 CME GROUP INC AT COST 20,072 23,687
91324P102 UNITED HEALTH GROUP AT COST 10,126 12,141
30231G102 EXXON MOBIL CORP      
020002101 ALLSTATE CORP COM AT COST 8,626 11,953
452327109 ILLUMINA INC AT COST 10,936 9,354
05569M806 BNY MELLON SMALL CAP      
92828Y557 VIRTUS SH EMRG MRKT      
G7496G103 RENAISSANCERE HLDGS AT COST 9,490 11,196
09073M104 BIO-TECHNE CORP AT COST 8,252 6,915
517834107 LAS VEGAS SANDS CORP AT COST 10,530 11,813
759916109 REPLIGEN CORP AT COST 9,561 8,349
464287507 ISHARES TR S&P MIDCA AT COST 328,840 341,147
80105N105 SANOFI-SYNTHELABO AT COST 7,891 8,199
460690100 INTERPUBLIC GROUP OF      
21037T109 CONSTELLATION ENERGY AT COST 2,028 13,870
806857108 SCHLUMBERGER LIMITED      
016255101 ALIGN TECHNOLOGY INC AT COST 10,515 8,549
550021109 LULULEMON ATHLETICA AT COST 6,646 6,883
82509L107 SHOPIFY INC-A W/I      
38141G104 GOLDMAN SACHS GROUP AT COST 9,984 16,606
464287804 ISHARES TR S & P SMA AT COST 113,792 132,503
776696106 ROPER TECHNOLOGIES I AT COST 11,934 15,076
16679L109 CHEWY INC - CLASS A AT COST 9,313 11,722
464288273 ISHARES MSCI EAFE SM AT COST 61,955 54,675
743315103 PROGRESSIVE CORP OHI      
00206R102 AT&T INC AT COST 13,176 18,444
00771X419 G Q G PART EMERG MKT AT COST 137,611 133,815
026874784 AMERICAN INTERNATION AT COST 5,101 6,552
03990B101 ARES MANAGEMENT CORP      
04045F592 ARISTOTLE FLTNG RT I AT COST 22,571 22,715
125269100 CF INDS HLDGS INC      
191216100 COCA-COLA CO USD      
22160N109 COSTAR GROUP INC AT COST 9,998 10,023
25746U109 DOMINION RES INC VA AT COST 13,361 15,081
44134R735 HOTCHKIS & WILEY HIG AT COST 7,787 8,069
458140100 INTEL CORPORATION      
464287200 ISHARES S&P 500 INDE AT COST 201,075 264,906
464287226 ISHARES BARCLAYS AGG AT COST 217,466 215,603
464287457 ISHARES 1-3 YEAR TRE AT COST 14,187 14,347
46432F842 ISHARES CORE MSCI EA AT COST 156,548 154,616
49177J102 KENVUE INC AT COST 13,168 11,102
651639106 NEWMONT MINING CORP AT COST 5,539 5,211
674599105 OCCIDENTAL PETROLEUM      
778296103 ROSS STORES INC      
780259305 SHELL PLC-W/I-ADR      
803607100 SAREPTA THERAPEUTICS AT COST 8,589 9,119
922908553 VANGUARD INDEX TR      
92338C103 VERALTO CORP-W/I AT COST 9,092 11,815
98978V103 ZOETIS INC AT COST 10,329 8,961
G25508105 CRH PLC AT COST 6,540 11,102
H11356104 BUNGE GLOBAL SA      
060505104 BANK OF AMERICA CORP AT COST 8,340 9,669
071813109 BAXTER INTL INC COM AT COST 6,383 4,666
110122108 BRISTOL MYERS SQUIBB AT COST 9,305 10,746
25278X109 DIAMONDBACK ENERGY I AT COST 7,191 7,209
26884L109 EQT CORP COM AT COST 21,580 25,361
320517105 FIRST HORIZON NATL C AT COST 5,926 8,459
36828A101 GE VERNOVA LLC AT COST 9,672 18,091
375558103 GILEAD SCIENCES INC AT COST 6,222 6,466
38145N220 GOLDMAN SACHS ABS RE AT COST 65,000 67,859
443510607 HUBBELL INC COM AT COST 23,702 25,133
460146103 INTERNATIONAL PAPER AT COST 9,351 10,764
46120E602 INTUITIVE SURGICAL I AT COST 11,955 15,659
502431109 L3HARRIS TECHNOLOGIE AT COST 14,924 14,720
504922105 LABCORP HOLDINGS INC AT COST 8,913 10,090
59156R108 METLIFE INC AT COST 6,723 6,550
60937P106 MONGODB INC AT COST 11,113 7,683
64110L106 NETFLIX COM INC AT COST 5,732 8,913
681919106 OMNICOM GROUP INC CO AT COST 13,290 12,046
718172109 PHILIP MORRIS INTERN AT COST 6,104 7,221
718546104 PHILLIPS 66 AT COST 8,890 7,064
722304102 PINDUODUO INC-ADR AT COST 6,764 5,431
74925K581 BOSTON P LNG/SHRT RE AT COST 100,000 91,861
88579Y101 3M CO AT COST 6,462 8,004
902973304 US BANCORP DEL AT COST 8,230 8,131
G51502105 JOHNSON CTLS INTL PL AT COST 13,037 15,786
H01301128 ALCON INC AT COST 9,219 8,489
V7780T103 ROYAL CARIBBEAN CRUI AT COST 6,839 7,613

TY 2024 OtherDecreasesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Description Amount
ROC ON CY SALES 227
PY RETURN OF CAPITAL ADJUSTMENT 158
TAX LOT BASIS ADJUSTMENT 1


TY 2024 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 21 21   0


TY 2024 OtherIncomeSchedule2
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 334 0  


TY 2024 OtherIncreasesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Description Amount
MUTUAL FUND TIMING ADJ 104
ROUNDING 4


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 12,301 7,381   4,920


TY 2024 TaxesSchedule
Name:
WILLIAMS FAMILY FOUNDATION-IMA
EIN:
20-1447303
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,121 1,121   0
FEDERAL ESTIMATES - PRINCIPAL 862 0   0
FOREIGN TAXES ON NONQUALIFIED 161 161   0