JEAN HARVEY WILLIAMS FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEAN HARVEY WILLIAMS FOUNDATION (EIN 56-2170867)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201941339349100989
Schema version
2018v3.1
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)
Return2019-05-13T09:32:09-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 2109 ST GEORGE PLAddressLine1Txt
CityKINSTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP285031703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY N EXUMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2525245248PhoneNum
Signature2019-05-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN V HARDY CPAPreparerPersonNm
PTINP01358889PTIN
Phone2523170690PhoneNum
Preparation2019-05-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm09:32:09IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBB858BA31F04699E906BF4765556342F31FF276DAtSubmissionCreationDeviceId
At Submission Filing Device Id74E2F59BAD8C7455383966CBD4B3F2E29783587CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$230,617FMVAssetsEOYAmt
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$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,212DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,212DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$841NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,227GrossSalesPriceAmt
Total Rev And Expnss$7,384TotalRevAndExpnssAmt
Total Net Invst Incm$8,225TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$785AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$785AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$138TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$64OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$64OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$987TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$849TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,987TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$849TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,603ExcessRevenueOverExpensesAmt
Net Investment Income$7,376NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,939SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,396SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,396SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$189,100USGovernmentObligationsBOYAmt
US Government Obligations EOY$183,040USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$227,221USGovtObligationsEOYFMVAmt
Total Assets BOY$192,039TotalAssetsBOYAmt
Total Assets EOY$186,436TotalAssetsEOYAmt
Total Assets EOYFMV$230,617TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$192,039RetainedEarningBOYAmt
Retained Earning EOY$186,436RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$192,039TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$186,436TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$192,039TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$186,436TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$192,039TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,603ExcessRevenueOverExpensesAmt
Subtotal$186,436SubtotalAmt
Tot Net Ast Or Fund Balances EOY$186,436TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$241,031NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049786DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,939AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$229,450NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.165348DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$232,051NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.065934DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,300AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$214,352NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071378DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,300AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$189,639NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.080680DistributionYr5Rt
Total Distribution0.433126TotalDistributionRt
Average Distribution0.086625AverageDistributionRt
Net Vl Noncharitable Assets$243,091NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,058AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$74NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$21,132AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$148InvestmentIncomeExciseTaxAmt
Subtotal$148SubtotalAmt
Tax Based On Investment Income$148TaxBasedOnInvestmentIncomeAmt
Tax Due$148TaxDueAmt

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 EXUMIndividualWithBooksNm
Phone2525236726PhoneNum

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/TREAS000.00$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$240,833AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,960AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$246,793TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$246,793AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,702CashDeemedCharitableAmt
Net Vl Noncharitable Assets$243,091NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,155MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,155MinimumInvestmentReturnAmt
Tax Based On Investment Income$148TaxBasedOnInvestmentIncomeAmt
Total Tax$148TotalTaxAmt
Distributable Before Adj$12,007DistributableBeforeAdjAmt
Distributable Before Ded$12,007DistributableBeforeDedAmt
Distributable As Adjusted$12,007DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,000ExpensesAndContributionsAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,007DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,934ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,695ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,818ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,588ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$86ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$41,121TotalExcessDistributionCyovAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt
Applied To Current Year$12,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$7ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7ExcessDistributionCyovAppCYAmt
Total Corpus$41,114TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,927ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$35,187ExcessDistriCyovToNextYrAmt
Excess From Year4$4,695ExcessFromYear4Amt
Excess From Year3$3,818ExcessFromYear3Amt
Excess From Year2$26,588ExcessFromYear2Amt
Excess From Year1$86ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GRIFTON RESCUE SQUAD
PO BOX 412GRIFTONNC28512N/AN/AEMERGENCY NEEDS$4,400
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
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,212ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$841RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,225ExclusionAmt
Related Or Exempt Function Incm-$841RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,384TotalIncomeProducingActyAmt

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$785Amt
Net Investment Income$785NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetCENTURYLINK INCAssetDesc
Acquired2003-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2018-11SoldDt
Gross Sales Price$5,227GrossSalesPriceAmt
Basis$6,068BasisAmt
Total Net-$841TotalNetAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
NEWPAPER NOTICE$65$65
ROUNDING-$1-$1

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$138Amt

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