JEAN HARVEY WILLIAMS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JEAN HARVEY WILLIAMS FOUNDATION (EIN 56-2170867)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-09
IRS object ID
202411919349101116
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-09T15:50:59-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561256981PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PAGE & SMITH PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11350 E ARLINGTON BLVD SUITE CAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP278586053ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562170867EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEAN HARVEY WILLIAMS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEANBusinessNameControlTxt
Phone2525245248PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O EMILY EXUM PO BOX 1703AddressLine1Txt
CityKINSTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP285031703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY N EXUMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2525245248PhoneNum
Signature2024-06-26SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEMILYPersonFirstNm
Person LastEXUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN V HARDY CPAPreparerPersonNm
PTINP01358889PTIN
Phone2523170690PhoneNum
Preparation2024-06-26PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$554,898FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$25InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,894DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,894DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,888NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$46,312GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,888CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,807TotalRevAndExpnssAmt
Total Net Invst Incm$50,807TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$834AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$834AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$524TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,358TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$834TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,358TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$834TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$449ExcessRevenueOverExpensesAmt
Net Investment Income$49,973NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,109SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,978SavAndTempCashInvstEOYAmt
Corporate Stock BOY$100,988CorporateStockBOYAmt
Corporate Stock EOY$95,564CorporateStockEOYAmt
Corporate Stock EOYFMV$554,898CorporateStockEOYFMVAmt
Total Assets BOY$112,097TotalAssetsBOYAmt
Total Assets EOY$112,542TotalAssetsEOYAmt
Total Assets EOYFMV$554,898TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$112,097RetainedEarningBOYAmt
Retained Earning EOY$112,542RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$112,097TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$112,542TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$112,097TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$112,542TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$112,097TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$449ExcessRevenueOverExpensesAmt
Subtotal$112,546SubtotalAmt
Other Decreases$4OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$112,542TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyELI LILLY & COPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2003-01-16AcquiredDt
Sold2023-12-01SoldDt
Gross Sales Price$46,312GrossSalesPriceAmt
Cost Or Other Basis$5,424CostOrOtherBasisAmt
Gain Or Loss$40,888GainOrLossAmt
Gains Minus Excess Or Losses$40,888GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$40,888CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$695InvestmentIncomeExciseTaxAmt
Subtotal$695SubtotalAmt
Tax Based On Investment Income$695TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$31EsPenaltyAmt
Tax Due$726TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEMILY N EXUMIndividualWithBooksNm
Phone2525245248PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12109 ST GEORGE PLAddressLine1Txt
CityKINSTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28503ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDNA N ANDERSON
106 SHORELINE DRNEW BERNNC28562SEC AND TREA000.00$0$0$0
EMILY N EXUM
2109 ST GEORGE PLKINSTONNC28503PRESIDENT000.00$0$0$0
MARIAN N MCLAWHORN
PO BOX 399GRIFTONNC28530VP000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$505,173AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,732AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$520,905TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$520,905AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,814CashDeemedCharitableAmt
Net Vl Noncharitable Assets$513,091NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,655MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,655MinimumInvestmentReturnAmt
Tax Based On Investment Income$695TaxBasedOnInvestmentIncomeAmt
Total Tax$695TotalTaxAmt
Distributable Before Adj$24,960DistributableBeforeAdjAmt
Distributable Before Ded$24,960DistributableBeforeDedAmt
Distributable As Adjusted$24,960DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,000ExpensesAndContributionsAmt
Qualifying Distributions$49,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,960DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$4,703ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,071ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,774TotalExcessDistributionCyovAmt
Qualifying Distributions$49,000QualifyingDistributionsAmt
Applied To Current Year$24,960AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,040RemainingDistriFromCorpusAmt
Total Corpus$55,814TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$55,814ExcessDistriCyovToNextYrAmt
Excess From Year2$4,703ExcessFromYear2Amt
Excess From Year1$27,071ExcessFromYear1Amt
Excess From Current Year$24,040ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AYDEN-GRIFTON HIGH SCHOOL
7653 NC 11 SOUTHAYDENNC28513N/AN/AMEDIA CENTER NEEDS$2,000
CENTER FOR FAMILY VIOLENCE PREV
823 SOUTH EVANS STREETGREENVILLENC27834N/AN/ANEEDS$1,000
GRIFTON FIRE DEPARTMENT
PO BOX 1232GRIFTONNC28512N/AN/AFIRE NEEDS$10,000
GRIFTON MISSION MINISTRIES
6499 N HIGHLAND AVEGRIFTONNC28530N/AN/ANEEDS$4,000
GRIFTON PUBLIC LIBRARY BOOK TRUST
PO BOX 579GRIFTONNC28512N/AN/APURCHASE OF BOOKS$2,000
GRIFTON RESCUE SQUAD
PO BOX 412GRIFTONNC28512N/AN/AEMERGENCY NEEDS$10,000
HISTORICAL MUSEUM & INDIAN VILLAGE
PO BOX 85GRIFTONNC28530N/AN/ANEEDS$2,000
HUGO FIRE DEPT
2941 HUGO ROADGRIFTONNC28530N/AN/AFIRE NEEDS$4,000
JOHN LAWSON LEGACY DAYS
PO BOX 85GRIFTONNC28530N/AN/ANEEDS$2,000
PITT COUNTY BOYS & GIRLS CLUB
621 W FIRE TOWER RDWINTERVILLENC28590N/AN/ACAPITAL CAMPAIGN$1,000
RHEMS FIRE AND RESCUE INC
PO BOX 13010NEW BERNNC28561N/AN/AFIRE EQUIPMENT$2,000
ST MARY'S EPISCOPAL CHURCH
800 ROUNTREE STKINSTONNC28501N/AN/AHISPANIC WORKER PROG & SOUP KITCHEN$1,000
THE SALVATION ARMY
PO BOX 1479KINSTONNC28503N/AN/APUBLIC ASSISTANCE$2,000
THE SALVATION ARMY
1402 RHEM AVENEW BERNNC28560N/AN/APUBLIC ASSISTANCE$1,000
GRIFTON ELEMENTARY SCHOOL
513 MCCRAE STGRIFTONNC28530N/AN/ANEEDS$1,000
GRIFTON SHAD FESTIVAL
528 QUEEN STGRIFTONNC28530N/AN/ANEEDS$3,000
REAL CRISIS CENTER
600 EAST 11TH STREETGREENVILLENC27858N/AN/ANEEDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,894ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40,888RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,919ExclusionAmt
Related Or Exempt Function Incm$40,888RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,807TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Category990-PF RETURN PREP FEESCategoryTxt
Amt$834Amt
Net Investment Income$834NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUSStockNm
EOY Book Value$95,564EOYBookValueAmt
EOYFMV$554,898EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPENALTYDesc
Amt$4Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$524Amt

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