Williams Family Foundation in Florence, Montana (MT)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Williams Family Foundation | |
| Employer Identification Number (EIN) | 810522539 |
| Name of Organization | Williams Family Foundation |
| In Care of Name | Richard H Williams Ttee |
| Address | 20021 Red Rock Trl, Florence, MT 59833-6695 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $472,941 |
| Amount of Income | $5,513 |
| Form 990 Revenue Amount | $25,638 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $5,513 (it was $25,638 in 2011)
| Williams Family Foundation: | $5,513 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2012: $472,941 (it was $473,558 in 2011)
| This organization: | $472,941 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $6,130
| Williams Family Foundation: | $6,130 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 0.9
| Williams Family Foundation: | 0.9 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 22.8% |
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $5,513 | $5,513 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5,513 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $6,130 | $6,130 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $5,000 | |||
| Total operating and administrative expenses | $6,130 | $6,130 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-617 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $472,941 | $472,941 |
| Cash - non-interest-bearing | $28,267 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $444,674 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $472,941 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $450 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $450 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $450 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | Yes |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $466,273 |
| Net value of noncharitable-use assets | $459,280 |
| Minimum investment return | $22,964 |
| Distributable Amount (for 2012) | |
| Distributable amount | $22,964 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $22,964 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Montana Healthcare Foundation, E Edwin Eck Ttee | 777 East Main Street Suite 206, Bozeman, MT 59715-3808 | MT | 2013-09 | $48,780,993 |
| 2 | Russell C Davies Irrv Tr Fbo Dorothy M Thayer | 283 W Front St Ste 103, Missoula, MT 59802-4328 | MT | 2013-01 | $3,441,915 |
| 3 | Foundation For Healthy Montanans Inc | PO BOX 1165, Helena, MT 59624-1165 | MT | 2009-09 | $3,322,474 |
| 4 | Town Pump Charitable Foundation | PO BOX 6000, Butte, MT 59702-6000 | MT | 1999-08 | $2,428,963 |
| 5 | Merlin Foundation Inc | 125 Bank St Ste 300, Missoula, MT 59802-4413 | MT | 2013-02 | $983,545 |
| 6 | Wall Family Power Townsend Foundation Inc, Wall Michael Ttee | PO BOX 4879, Helena, MT 59604-4879 | MT | 2005-05 | $633,785 |
| 7 | Lee And Donna Metcalf Charitable Tr, Peter Michael Meloy Ttee | PO BOX 1241, Helena, MT 59624-1241 | MT | 2010-12 | $554,851 |
| 8 | Jean B & Richard Lucian Taylor Family Foundation | PO BOX 595, Darby, MT 59829-0595 | MT | 2010-01 | $550,044 |
| 9 | Harold And Shirlie Klinker Foundation | 690 3rd Rd Ne, Fairfield, MT 59436-9102 | MT | 2011-10 | $404,878 |
| 10 | W Bruce Cook And Mary Louise Cook Foundation, Cook W Bruce & Mary Louise Ttee | PO BOX 160524, Big Sky, MT 59716-0524 | MT | 1999-05 | $306,466 |
| 11 | Brown Family Foundation | 3612 Flagstone Dr, Billings, MT 59102-0300 | MT | 2011-09 | $144,064 |
| 12 | Theo And Alyce Beck Foundation Trust | PO BOX 248, Glasgow, MT 59230-0248 | MT | 2009-02 | $137,076 |
| 13 | Tamarack Foundation Inc | 980 Pack Rat Ln, Whitefish, MT 59937-2123 | MT | 1999-12 | $94,708 |
| 14 | Missoula Education Foundation | Po Box 1775, Missoula, MT 59806 | MT | 1998-04 | $29,974 |
| 15 | Wilson Family Foundation | 1015 Eastman Dr, Big Fork, MT 59911-6544 | MT | 1999-05 | $10,000 |
| 16 | Williams Family Foundation | 20021 Red Rock Trl, Florence, MT 59833-6695 | MT | 2000-08 | $5,513 |
| 17 | Fair View Foundation | 4548 Rangeview Dr, Billings, MT 59106-4723 | MT | 2013-05 | $5,000 |
| 18 | Buchanan Family Foundation | 439 Grand Dr Pmb 196, Bigfork, MT 59911-3614 | MT | 2013-03 | $3,527 |
| 19 | Checota Foundation, Nicholas Checota Ttee | 504 Eddy Ave, Missoula, MT 59801-2803 | MT | 2014-11 | $1 |
| 20 | Roth Family Foundation Inc | 34259 Yellow Pine Ln, Polson, MT 59860-7850 | MT | 2004-06 | $1 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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