Bob And Barbara Williams Foundation Trust, Robert C Williams Et Al Ttee in Maidens, Virginia (VA)

Bob And Barbara Williams Foundation Trust, Robert C Williams Et Al Ttee
Employer Identification Number (EIN)	326135595
Name of Organization	Bob And Barbara Williams Foundation Trust
Secondary Name	Robert C Williams Et Al Ttee
Address	2551 River Rd W, Maidens, VA 23102-2605
Subsection	Charitable Organization, Educational Organization
Ruling Date	01/2012
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$1,000,000 to $4,999,999
Income	$500,000 to $999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$1,024,733
Amount of Income	$620,134
Form 990 Revenue Amount	$1,300,442
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

Non-representatives - add comments:

Amount of income in 2013: $620,134 (it was $140,034 in 2012)

This organization:	$620,134
Other organizations performing similar types of work:	$105,489

Assets in 2013: $1,024,733 (it was $2,195,868 in 2012)

Bob And Barbara Williams Foundation Trust, Robert C Williams Et Al Ttee:	$1,024,733
Other organizations performing similar types of work:	$325,460

Expenses in 2013: $61,756

Bob And Barbara Williams Foundation Trust, Robert C Williams Et Al Ttee:	$61,756
Other organizations performing similar types of work:	$49,058

Income to expenses ratio in 2013: 10.0

Bob And Barbara Williams Foundation Trust, Robert C Williams Et Al Ttee:	10.0
Other organizations performing similar types of work:	1.0

Grants share in income in 2013: -5.9%

Bob And Barbara Williams Foundation Trust, Robert C Williams Et Al Ttee:	-5.9%
Other organizations performing similar types of work:	22.8%

Financial snapshot ($)

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$-1,110,104	$48,301	$0
Contributions, gifts, grants, etc., received	$65,000
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$48,301
Gross rents	$0
Gross sales price for all assets	$506,833
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$61,756	$232	$0	$58,106
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$2,043
Printing and publications	$0
Total operating and administrative expenses	$3,650	$232		$0
Contributions, gifts, grants paid	$58,106
Excess of revenue over expenses and disbursements	$-1,171,860
Net investment income		$48,069
Adjusted net income			$0

	2010		2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$2,292,150	$1,279,478	$2,256,619	$1,018,452	$2,195,868	$1,189,810	$1,024,733	$1,365,487
Cash - non-interest-bearing	$12,597		$-7,469		$0		$0
Investments-U.S. and state government obligations	$104,911		$0		$0		$0
Investments-corporate stock	$2,154,588		$1,901,735		$1,898,499		$799,796
Investments-corporate bonds	$0		$0		$0		$193,281
Investments-mortgage loans	$0		$0		$0		$0
Investments-other	$0		$0		$0		$0
Other assets			$0		$0		$0
Total liabilities	$0		$0		$1		$1
Mortgages and other notes payable	$0		$0		$0		$0
Other liabilities			$0		$0		$0
Total liabilities and net assets/fund balances	$2,292,150		$2,256,619		$2,195,868		$1,024,733

	2010	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$0	$0	$0
Net capital loss	$0	$-31,070	$0	$-1,223,405

	2010	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No	No
Tax based on investment income	$221	$548	$149	$961
Total credits and payments	$250	$1,129	$567	$1,922
Current year estimated tax payments and previous year's overpayment credited to current year	$0	$29	$567	$418
Exempt foreign organizations-tax withheld at source	$0	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$250	$1,100	$0	$1,504
Backup withholding erroneously withheld	$0	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$14	$0	$0
Tax due		$0	$0	$0
Overpayment		$567	$418	$961
Amount to be credited to next year's estimated tax	$29	$567	$418	$961

	2010	2011	2012	2013
Statements Regarding Activities
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	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No	No
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?		No	No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No	No
Did any persons become substantial contributors during the tax year?		No	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No	No

	2010	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No	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	No	No	No
Agree to pay money or property to a government official?	No	No	No	No
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?		Yes	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No	No
Are there any years listed above 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?		No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No	No
Did the foundation have excess business holdings in this year 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?	No	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No	No
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 this year?		No	No	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	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No	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	No	No	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	No	No	No
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?		No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No	No

	2010	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$250,241	$1,202,967	$1,110,415	$1,264,046
Net value of noncharitable-use assets		$1,184,922	$1,093,759	$1,245,085
Minimum investment return	$12,324	$59,246	$54,688	$62,254

	2010	2011	2012	2013
Distributable Amount
Distributable amount	$12,103	$58,698	$54,539	$61,293

	2010	2011	2012	2013
Undistributed Income
Distributable amount for this year	$12,103	$58,698	$54,539	$61,293
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$48,301	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Suntrust Foundation	919 E Main St Fl 13, Richmond, VA 23219-4622	VA	1974-01	$119,207,230
2	The Richard And Leslie Gilliam Foundation	650 Peter Jefferson Pkwy Ste 230, Charlottesville, VA 22911-8845	VA	2006-06	$38,062,647
3	Wise Foundation	PO BOX 557, Marshall, VA 20116-0557	VA	1999-08	$11,791,992
4	Scheidel Foundation, Scheidel Herbert W Ttee Et Al	1220 N Fillmore St Ste 400, Arlington, VA 22201-6501	VA	1999-12	$8,595,635
5	Culp Family Foundation	8405 Greensboro Dr 7th Fl, Mclean, VA 22102-5104	VA	2013-01	$8,025,033
6	Neall Family Charitable Foundation, Macdonald Rhonda J Ttee	2071 Chain Bridge Rd Ste 320, Vienna, VA 22182-2622	VA	2014-02	$6,023,457
7	Joan And Morgan Massey Foundation	5002 Monument Ave, Richmond, VA 23230-3634	VA	2015-03	$5,998,266
8	Reinsch Pierce Family Foundation Inc	2040 Columbia Pike, Arlington, VA 22204-6236	VA	2004-02	$5,079,571
9	Virginia Institute Of Autism Incorporated	1414 Westwood Rd, Charlottesvle, VA 22903-5149	VA	2001-03	$4,860,563
10	Lilyhawk Foundation	999 Waterside Dr, Norfolk, VA 23510-3300	VA	2013-02	$4,661,070
11	Sportsquest Foundation	1001 Boulders Pkwy Ste 300, Richmond, VA 23225-5512	VA	2007-12	$4,568,795
12	The Mcgue Millhiser Family Trust	PO BOX 1535, Richmond, VA 23218-1535	VA	2004-04	$4,404,355
13	Notzing Foundation	258 E High St, Charlottesvle, VA 22902-5178	VA	2012-09	$4,131,745
14	Fagus Foundation	PO BOX 1395, Middleburg, VA 20118-1395	VA	2008-03	$3,806,726
15	Volgenau Charitable Foundation	8300 Greensboro Dr Ste 1025, Mclean, VA 22102-3605	VA	2011-07	$3,805,012
16	Constitution Foundation, Saylor Michael J Ttee	1861 International Dr, Mclean, VA 22102-4409	VA	1999-07	$3,376,036
17	Vicky Collins Charitiable Foundation Inc	C/O David Sher 3800 N Fairfax Drive, Arlington, VA 22203	VA	2005-02	$3,217,788
18	Vinoskey Family Foundation	13150 E Lynchburg-Salem Turnpike, Forest, VA 24551-4328	VA	2008-02	$2,740,300
19	Sellier Family Foundation	3 Clarks Branch Rd, Great Falls, VA 22066-4157	VA	2012-02	$2,610,366
20	Warfield Foundation Inc	101 W Main Street, Norfolk, VA 23510-1646	VA	2008-02	$2,371,045

Number of organizations performing similar types of work

Alaska	25
Alabama	219
Arkansas	78
Arizona	303
California	2,586
Colorado	408
Connecticut	419
District of Columbia	111
Delaware	583
Florida	1,525
Georgia	481
Hawaii	85
Iowa	178
Idaho	58
Illinois	1,113
Indiana	311
Kansas	157
Kentucky	167
Louisiana	161
Massachusetts	705
Maryland	425
Maine	85
Michigan	619
Minnesota	384
Missouri	346
Mississippi	70

Montana	69
North Carolina	788
North Dakota	20
Nebraska	169
New Hampshire	75
New Jersey	876
New Mexico	92
Nevada	215
New York	2,617
Ohio	698
Oklahoma	228
Oregon	208
Pennsylvania	1,086
Rhode Island	184
South Carolina	171
South Dakota	32
Tennessee	266
Texas	1,263
Utah	274
Virginia	477
Vermont	54
Washington	401
Wisconsin	354
West Virginia	69
Wyoming	63
International	44

Total

22,395

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