Williams Family Foundation in Florence, Montana (MT)

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Williams Family Foundation
Employer Identification Number (EIN)810522539
Name of OrganizationWilliams Family Foundation
In Care of NameRichard H Williams Ttee
Address20021 Red Rock Trl, Florence, MT 59833-6695
SubsectionCharitable Organization
Ruling Date08/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$100,000 to $499,999
Income$1 to $9,999
Filing Requirement990 - 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


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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%

Financial snapshot ($)

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements 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 ValueFair 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)
2012201120102009Total
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
IdNameAddressStateEstablishedTotal Income
1Montana Healthcare Foundation, E Edwin Eck Ttee777 East Main Street Suite 206, Bozeman, MT 59715-3808MT2013-09$48,780,993
2Russell C Davies Irrv Tr Fbo Dorothy M Thayer283 W Front St Ste 103, Missoula, MT 59802-4328MT2013-01$3,441,915
3Foundation For Healthy Montanans IncPO BOX 1165, Helena, MT 59624-1165MT2009-09$3,322,474
4Town Pump Charitable FoundationPO BOX 6000, Butte, MT 59702-6000MT1999-08$2,428,963
5Merlin Foundation Inc125 Bank St Ste 300, Missoula, MT 59802-4413MT2013-02$983,545
6Wall Family Power Townsend Foundation Inc, Wall Michael TteePO BOX 4879, Helena, MT 59604-4879MT2005-05$633,785
7Lee And Donna Metcalf Charitable Tr, Peter Michael Meloy TteePO BOX 1241, Helena, MT 59624-1241MT2010-12$554,851
8Jean B & Richard Lucian Taylor Family FoundationPO BOX 595, Darby, MT 59829-0595MT2010-01$550,044
9Harold And Shirlie Klinker Foundation690 3rd Rd Ne, Fairfield, MT 59436-9102MT2011-10$404,878
10W Bruce Cook And Mary Louise Cook Foundation, Cook W Bruce & Mary Louise TteePO BOX 160524, Big Sky, MT 59716-0524MT1999-05$306,466
11Brown Family Foundation3612 Flagstone Dr, Billings, MT 59102-0300MT2011-09$144,064
12Theo And Alyce Beck Foundation TrustPO BOX 248, Glasgow, MT 59230-0248MT2009-02$137,076
13Tamarack Foundation Inc980 Pack Rat Ln, Whitefish, MT 59937-2123MT1999-12$94,708
14Missoula Education FoundationPo Box 1775, Missoula, MT 59806MT1998-04$29,974
15Wilson Family Foundation1015 Eastman Dr, Big Fork, MT 59911-6544MT1999-05$10,000
16Williams Family Foundation20021 Red Rock Trl, Florence, MT 59833-6695MT2000-08$5,513
17Fair View Foundation4548 Rangeview Dr, Billings, MT 59106-4723MT2013-05$5,000
18Buchanan Family Foundation439 Grand Dr Pmb 196, Bigfork, MT 59911-3614MT2013-03$3,527
19Checota Foundation, Nicholas Checota Ttee504 Eddy Ave, Missoula, MT 59801-2803MT2014-11$1
20Roth Family Foundation Inc34259 Yellow Pine Ln, Polson, MT 59860-7850MT2004-06$1
Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

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