JEAN HARVEY WILLIAMS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JEAN HARVEY WILLIAMS FOUNDATION (EIN 56-2170867)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-11
IRS object ID
202141319349102474
Schema version
2020v4.0
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)
Return2021-05-11T14:28:21-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-05-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEMILYPersonFirstNm
Person LastEXUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN V HARDY CPAPreparerPersonNm
PTINP01358889PTIN
Phone2523170690PhoneNum
Preparation2021-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$292,604FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,959DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,959DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$19,964NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,808GrossSalesPriceAmt
Total Rev And Expnss-$11,004TotalRevAndExpnssAmt
Total Net Invst Incm$8,960TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$787AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$787AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$151TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$65OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$65OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,003TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$852TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,953TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$852TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,957ExcessRevenueOverExpensesAmt
Net Investment Income$8,108NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,211SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,023SavAndTempCashInvstEOYAmt
Corporate Stock BOY$183,043CorporateStockBOYAmt
Corporate Stock EOY$160,274CorporateStockEOYAmt
Corporate Stock EOYFMV$292,604CorporateStockEOYFMVAmt
Total Assets BOY$185,254TotalAssetsBOYAmt
Total Assets EOY$162,297TotalAssetsEOYAmt
Total Assets EOYFMV$292,604TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$185,254RetainedEarningBOYAmt
Retained Earning EOY$162,297RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$185,254TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$162,297TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$185,254TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$162,297TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$185,254TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,957ExcessRevenueOverExpensesAmt
Subtotal$162,297SubtotalAmt
Tot Net Ast Or Fund Balances EOY$162,297TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$113InvestmentIncomeExciseTaxAmt
Subtotal$113SubtotalAmt
Tax Based On Investment Income$113TaxBasedOnInvestmentIncomeAmt
Tax Due$113TaxDueAmt

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$283,941AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,117AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$286,058TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$286,058AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,291CashDeemedCharitableAmt
Net Vl Noncharitable Assets$281,767NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,088MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,088MinimumInvestmentReturnAmt
Tax Based On Investment Income$113TaxBasedOnInvestmentIncomeAmt
Total Tax$113TotalTaxAmt
Distributable Before Adj$13,975DistributableBeforeAdjAmt
Distributable Before Ded$13,975DistributableBeforeDedAmt
Distributable As Adjusted$13,975DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,950ExpensesAndContributionsAmt
Qualifying Distributions$10,950QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,975DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,818ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,588ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$86ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$30,492TotalExcessDistributionCyovAmt
Qualifying Distributions$10,950QualifyingDistributionsAmt
Applied To Current Year$10,950AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,025ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,025ExcessDistributionCyovAppCYAmt
Total Corpus$27,467TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$793ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$26,674ExcessDistriCyovToNextYrAmt
Excess From Year4$26,588ExcessFromYear4Amt
Excess From Year3$86ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GRIFTON RESCUE SQUAD
PO BOX 412GRIFTONNC28512N/AN/AEMERGENCY NEEDS$2,350
GRIFTON FIRE DEPARTMENT
PO BOX 1232GRIFTONNC28512N/AN/AFIRE NEEDS$2,350
HISTORICAL MUSEUM & INDIAN VILLAGE
PO BOX 85GRIFTONNC28530N/AN/ANEEDS$1,000
HUGO FIRE DEPT
2941 HUGO ROADGRIFTONNC28530N/AN/AFIRE NEEDS$500
GRIFTON PUBLIC LIBRARY BOOK TRUST
PO BOX 579GRIFTONNC28512N/AN/APURCHASE OF BOOKS$500
ST MARY'S EPISCOPAL CHURCH
800 ROUNTREE STKINSTONNC28501N/AN/AHISPANIC WORKER PROG & SOUP KITCHEN$200
PITT COUNTY BOYS & GIRLS CLUB
621 W FIRE TOWER RDWINTERVILLENC28590N/AN/ACAPITAL CAMPAIGN$250
AYDEN-GRIFTON HIGH SCHOOL
7653 NC 11 SOUTHAYDENNC28513N/AN/AMEDIA CENTER NEEDS$500
THE SALVATION ARMY
PO BOX 1479KINSTONNC28503N/AN/APUBLIC ASSISTANCE$250
CENTER FOR FAMILY VIOLENCE PREV
823 SOUTH EVANS STREETGREENVILLENC27834N/AN/ANEEDS$250
REAL CRISIS CENTER
600 EAST 11TH STREETGREENVILLENC27858N/AN/ANEEDS$250
AYDEN-GRIFTON FFA
7653 NC 11 SOUTHAYDENNC28513N/AN/ANEEDS$250
JOHN LAWSON LEGACY DAYS
PO BOX 85GRIFTONNC28530N/AN/ANEEDS$500
RHEMS FIRE AND RESCUE INC
PO BOX 13010NEW BERNNC28561N/AN/AFIRE EQUIPMENT$300
GRIFTON MISSION MINISTRIES
6499 N HIGHLAND AVEGRIFTONNC28530N/AN/ANEEDY$500
GRIFTON SHAD FESTIVAL
485 QUEEN STGRIFTONNC28530N/AN/ANEEDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,959ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$19,964RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,960ExclusionAmt
Related Or Exempt Function Incm-$19,964RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$11,004TotalIncomeProducingActyAmt

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$787Amt
Net Investment Income$787NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetWELLS FARGO ADVISORSAssetDesc
Acquired2003-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2020-11SoldDt
Gross Sales Price$2,808GrossSalesPriceAmt
Basis$22,772BasisAmt
Total Net-$19,964TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUSStockNm
EOY Book Value$160,274EOYBookValueAmt
EOYFMV$292,604EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
GANNET ADVERTISING$65$65
ROUNDING

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$151Amt

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