JEAN HARVEY WILLIAMS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JEAN HARVEY WILLIAMS FOUNDATION (EIN 56-2170867)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201521349349103157
Schema version
2014v5.0
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)
Return2015-05-14T16:00:48-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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
ZIP278585868ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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 EXUMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2525245248PhoneNum
Signature2015-05-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN V HARDY CPAPreparerPersonNm
PTINP01358889PTIN
Phone2523170690PhoneNum
Preparation2015-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$216,447FMVAssetsEOYAmt
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$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,717DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,717DividendsNetInvstIncmAmt
Total Rev And Expnss$6,720TotalRevAndExpnssAmt
Total Net Invst Incm$6,720TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$890AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$890AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$116TaxesRevAndExpnssAmt
Taxes Net Invst Incm$116TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$72OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$72OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,078TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,078TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,378TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,078TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,658ExcessRevenueOverExpensesAmt
Net Investment Income$5,642NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,203SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,545SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,545SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$228,608USGovernmentObligationsBOYAmt
US Government Obligations EOY$228,608USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$200,902USGovtObligationsEOYFMVAmt
Total Assets BOY$253,811TotalAssetsBOYAmt
Total Assets EOY$244,153TotalAssetsEOYAmt
Total Assets EOYFMV$216,447TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$253,811RetainedEarningBOYAmt
Retained Earning EOY$244,153RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$253,811TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$244,153TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$253,811TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$244,153TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$253,811TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,658ExcessRevenueOverExpensesAmt
Subtotal$244,153SubtotalAmt
Tot Net Ast Or Fund Balances EOY$244,153TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$189,639NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.080680DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,545AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$167,097NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.087045DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,544AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$155,727NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.093394DistributionYr3Rt
Adjusted Qlfy Distri Yr4$14,300AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$152,402NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.093831DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,953AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$146,327NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068019DistributionYr5Rt
Total Distribution0.422969TotalDistributionRt
Average Distribution0.084594AverageDistributionRt
Net Vl Noncharitable Assets$214,352NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,133AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$56NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,189AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,300QualifyingDistributionsAmt

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 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

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/TREAS0.25$0$0$0
EMILY N EXUM
2109 ST GEORGE PLKINSTONNC28503PRESIDENT0.25$0$0$0
MARIAN N MCLAWHORN
PO BOX 399GRIFTONNC28530VP0.25$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$190,900AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,716AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$217,616TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$217,616AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,264CashDeemedCharitableAmt
Net Vl Noncharitable Assets$214,352NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,718MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,718MinimumInvestmentReturnAmt
Tax Based On Investment Income$113TaxBasedOnInvestmentIncomeAmt
Total Tax$113TotalTaxAmt
Distributable Before Adj$10,605DistributableBeforeAdjAmt
Distributable Before Ded$10,605DistributableBeforeDedAmt
Distributable As Adjusted$10,605DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,300ExpensesAndContributionsAmt
Qualifying Distributions$15,300QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,605DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,731ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,780ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,870ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,300ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,934ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,615TotalExcessDistributionCyovAmt
Qualifying Distributions$15,300QualifyingDistributionsAmt
Applied To Current Year$10,605AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,695RemainingDistriFromCorpusAmt
Total Corpus$33,310TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,731ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,579ExcessDistriCyovToNextYrAmt
Excess From Year4$6,780ExcessFromYear4Amt
Excess From Year3$6,870ExcessFromYear3Amt
Excess From Year2$6,300ExcessFromYear2Amt
Excess From Year1$5,934ExcessFromYear1Amt
Excess From Current Year$4,695ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GRIFTON RESUE SQUAD
PO BOX 412GRIFTONNC28512N/AN/AEMERGENCY NEEDS$5,000
GRIFTON FIRE DEPARTMENT
PO BOX 1232GRIFTONNC28512N/AN/AFIRE NEEDS$4,250
HISTORICAL MUSEUM & INDIAN VILLAGE
PO BOX 85GRIFTONNC28530N/AN/ANEEDS$1,000
HUGO FIRE DEPT
2941 HUGO ROADGRIFTONNC28530N/AN/AFIRE NEEDS$1,000
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$500
PITT COUNTY BOYS & GIRLS CLUB
621 W FIRE TOWER RDWINTERVILLENC28590N/AN/ACAPITAL CAMPAIGN$500
AYDEN-GRIFTON HIGH SCHOOL
7653 NC 11 SOUTHAYDENNC28513N/AN/AMEDIA CENTER NEEDS$500
RHEMS VOLUNTEER FIRE DEPT
PO BOX 13010NEW BERNNC28561N/AN/AFIRE NEEDS$300
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$500
JOHN LAWSON LEGACY DAYS
PO BOX 85GRIFTONNC28530N/AN/ANEEDS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,717ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,720ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,720TotalIncomeProducingActyAmt

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$890Amt
Net Investment Income$890NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
POSTAGE$6$6
NEWPAPER NOTICE$66$66

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$116Amt
Net Investment Income$116NetInvestmentIncomeAmt

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