James M Williams Jr Family Foundation

Alpharetta, GA
Tax-exempt since Jan. 1997
EIN: 58-2275806

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$403k (2023)

Expenses

$669k (2023)

Total Assets

$7.65M (2023)

Total Liabilities

$1.92k (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$403,284

Expenses

$669,123

Net Income

-$265,839

Net Assets

$7,643,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78,220	19.4%
Dividends	$231,847	57.5%
Sales of Assets	$93,217	23.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$416,490	62.2%
Compensation of Officers*	$25,000	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,645,247
Total Liabilities	$1,919
Net Assets	$7,643,328

Compensation

Key Employees and Officers	Compensation	Other
James M Williams Iii (Board Member)	$25,000	$0
James M Williams Jr (President (F)	$0	$0
Linda Sue Williams (Secretary)	$0	$0
Barbara C Williams (President)	$0	$0

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990-PF

Filed on Nov. 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$483,243

Expenses

$643,013

Net Income

-$159,770

Net Assets

$7,987,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$85,827	17.8%
Dividends	$154,436	32.0%
Sales of Assets	$242,980	50.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,785	56.1%
Compensation of Officers*	$15,600	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,988,196
Total Liabilities	$729
Net Assets	$7,987,467

Compensation

Key Employees and Officers	Compensation	Other
James M Williams Iii (Board Member)	$15,600	$0
James M Williams Jr (President)	$0	$0
Linda Sue Williams (Secretary)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$781,373

Expenses

$757,112

Net Income

$24,261

Net Assets

$8,123,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94,345	12.1%
Dividends	$154,538	19.8%
Sales of Assets	$532,490	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$458,193	60.5%
Compensation of Officers*	$14,300	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,123,883
Total Liabilities	$0
Net Assets	$8,123,883

Compensation

Key Employees and Officers	Compensation	Other
James M Williams Iii (Board Member)	$14,300	$0
James M Williams Jr (President)	$0	$0
Linda Sue Williams (Secretary)	$0	$0

990-PF

Filed on Aug. 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,026,831

Expenses

$1,155,426

Net Income

-$128,595

Net Assets

$8,499,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$100,246	9.8%
Dividends	$182,641	17.8%
Sales of Assets	$743,944	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$871,222	75.4%
Compensation of Officers*	$32,500	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,499,058
Total Liabilities	$1
Net Assets	$8,499,057

Compensation

Key Employees and Officers	Compensation	Other
Linda Sue Williams (Secretary)	$16,900	$0
James M Williams Iii (Board Member)	$15,600	$0
James M Williams Jr (President)	$0	$0

990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$289,025

Expenses

$719,784

Net Income

-$430,759

Net Assets

$8,495,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$101,926	35.3%
Dividends	$170,890	59.1%
Sales of Assets	$16,209	5.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$604,680	84.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,495,703
Total Liabilities	$0
Net Assets	$8,495,703

Compensation

Key Employees and Officers	Compensation	Other
James M Williams Jr (President)	$0	$0
Linda Sue Williams (Secretary)	$0	$0
James M Williams Iii (Board Member)	$0	$0

990-PF

Filed on Aug. 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$453,235

Expenses

$861,922

Net Income

-$408,687

Net Assets

$9,032,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$109,213	24.1%
Dividends	$158,870	35.1%
Sales of Assets	$185,152	40.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$744,700	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,032,188
Total Liabilities	$0
Net Assets	$9,032,188

Compensation

Key Employees and Officers	Compensation	Other
James M Williams Jr (President)	$0	$0
Barbara Williams (Sec/Treas)	$0	$0
Dondi Anne Bosson (Director)	$0	$0
Candace Cheri O'neal (Director)	$0	$0
Linda Sue Williams (Director)	$0	$0

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990-PF

Filed on May 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$342,175

Expenses

$698,363

Net Income

-$356,188

Net Assets

$9,434,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49,768	14.5%
Dividends	$184,376	53.9%
Sales of Assets	$108,031	31.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$600,970	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,434,070
Total Liabilities	$0
Net Assets	$9,434,070

Compensation

Key Employees and Officers	Compensation	Other
James M Williams Jr (President)	$0	$0
Barbara Williams (Sec/Treas)	$0	$0
Dondi Anne Bosson (Director)	$0	$0
Candace Cheri O'neal (Director)	$0	$0
Linda Sue Williams (Director)	$0	$0

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990-PF

Filed on July 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$313,604

Expenses

$603,954

Net Income

-$290,350

Net Assets

$9,683,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$212,450	67.7%
Sales of Assets	$101,154	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$452,425	74.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,683,169
Total Liabilities	$0
Net Assets	$9,683,169

Compensation

Key Employees and Officers	Compensation	Other
James M Williams Jr (President)	$0	$0
Barbara Williams (Sec/Treas)	$0	$0
Dondi Anne Bosson (Director)	$0	$0
Candace Cheri O'neal (Director)	$0	$0
Linda Sue Williams (Director)	$0	$0

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990-PF

Filed on Sept. 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$433,373

Expenses

$757,155

Net Income

-$323,782

Net Assets

$10,425,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,455	0.3%
Dividends	$246,864	57.0%
Sales of Assets	$185,054	42.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$597,400	78.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,425,048
Total Liabilities	$0
Net Assets	$10,425,048

Compensation

Key Employees and Officers	Compensation	Other
James M Williams Jr (President)	$0	$0
Barbara Williams (Sec/Treas)	$0	$0
Dondi Anne Bosson (Director)	$0	$0
Candace Cheri O'neal (Director)	$0	$0
Linda Sue Williams (Director)	$0	$0

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990-PF

Filed on Oct. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$241,415

Expenses

$748,284

Net Income

-$506,869

Net Assets

$10,398,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,080	0.9%
Dividends	$214,984	89.1%
Sales of Assets	$24,351	10.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$599,100	80.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,398,212
Total Liabilities	$0
Net Assets	$10,398,212

Compensation

Key Employees and Officers	Compensation	Other
James M Williams Jr (President)	$0	$0
Barbara Williams Bowling (Sec/Treas)	$0	$0
Dondi Anne Bosson (Director)	$0	$0
Candace Cheri O'neal (Director)	$0	$0
Linda Sue Williams (Director)	$0	$0

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990-PF

Filed on Aug. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$173,958

Expenses

$763,856

Net Income

-$589,898

Net Assets

$10,905,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,638	9.6%
Dividends	$131,457	75.6%
Sales of Assets	$25,863	14.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$683,556	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,905,081
Total Liabilities	$0
Net Assets	$10,905,081

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$138,456

Expenses

$629,339

Net Income

-$490,883

Net Assets

$11,494,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,218	36.3%
Dividends	$103,910	75.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$605,075	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,494,979
Total Liabilities	$0
Net Assets	$11,494,979

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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James M Williams Jr Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $403k (2023)

Expenses $669k (2023)

Total Assets $7.65M (2023)

Total Liabilities $1.92k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

Revenue

$403k (2023)

Expenses

$669k (2023)

Total Assets

$7.65M (2023)

Total Liabilities

$1.92k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001