JEAN HARVEY WILLIAMS FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JEAN HARVEY WILLIAMS FOUNDATION (EIN 56-2170867)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-06
IRS object ID
201331269349100653
Schema version
2012v2.1
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)
Timestamp2013-05-06T10:18:00-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PAGE & SMITH PA CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11350 E ARLINGTON BLVD STE CAddressLine1
CityGREENVILLECity
StateNCState
ZIP Code278585868ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN562170867EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JEAN HARVEY WILLIAMS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEANNameControl
Phone2525245248Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O EMILY EXUM 2109 ST GEORGE PLAddressLine1
CityKINSTONCity
StateNCState
ZIP Code285031703ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEMILY EXUMName
TitlePRESIDENTTitle
Phone2525245248Phone
Date Signed2013-04-25DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameBENJAMIN V HARDY CPAName
Phone2523170690Phone
Date Prepared2013-04-30DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY174599FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss4615ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss5518DividendsRevAndExpnss
Dividends Net Invst Incm5518DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss7NetGainSaleAssetsRevAndExpnss
Gross Sales Price15GrossSalesPrice
Total Revenue And Expenses10142TotalRevenueAndExpenses
Total Net Investment Income5520TotalNetInvestmentIncome
Accounting Fees Rev And Expnss870AccountingFeesRevAndExpnss
Taxes Rev And Expnss56TaxesRevAndExpnss
Taxes Net Invst Incm56TaxesNetInvstIncm
Other Expenses Rev And Expnss70OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss996TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm56TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss14600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps14600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss15596TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm56TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps14600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-5454ExcessOfRevenueOverExpenses
Net Investment Income5464NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY22024SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY11964SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV13463SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY232868InvestmentsGovtObligBOY
Investments Govt Oblig EOY237474InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV161136InvestmentsGovtObligEOYFMV
Total Assets BOY254892TotalAssetsBOY
Total Assets EOY249438TotalAssetsEOY
Total Assets EOYFMV174599TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY254892RetainedEarningsBOY
Retained Earnings EOY249438RetainedEarningsEOY
Total Net Assets BOY254892TotalNetAssetsBOY
Total Net Assets EOY249438TotalNetAssetsEOY
Total Liabilities Net Assets BOY254892TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY249438TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY254892TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-5454ExcessOfRevenueOverExpenses
Subtotal249438Subtotal
Total Net Assets Fund Balances EOY249438TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year114544QualifyingDistributionsYear1
Noncharitable Assets Year1155727NoncharitableAssetsYear1
Distribution Ratio Year10.093394DistributionRatioYear1
Qualifying Distributions Year214300QualifyingDistributionsYear2
Noncharitable Assets Year2152402NoncharitableAssetsYear2
Distribution Ratio Year20.093831DistributionRatioYear2
Qualifying Distributions Year39953QualifyingDistributionsYear3
Noncharitable Assets Year3146327NoncharitableAssetsYear3
Distribution Ratio Year30.068019DistributionRatioYear3
Qualifying Distributions Year421235QualifyingDistributionsYear4
Noncharitable Assets Year4214359NoncharitableAssetsYear4
Distribution Ratio Year40.099063DistributionRatioYear4
Qualifying Distributions Year519931QualifyingDistributionsYear5
Noncharitable Assets Year5346844NoncharitableAssetsYear5
Distribution Ratio Year50.057464DistributionRatioYear5
Total Distribution Ratio0.411771TotalDistributionRatio
Average Distribution Ratio0.082354AverageDistributionRatio
Net Noncharitable Assets167097NetNoncharitableAssets
Adjusted Noncharitable Assets13761AdjustedNoncharitableAssets
One Percent Net Investment Income55OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One13816AdjNonchrtblAssetsAndOnePct
Qualifying Distributions14600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax55InvestmentIncomeExciseTax
Subtotal55Subtotal
Tax Based On Investment Income55TaxBasedOnInvestmentIncome
Tax Due55TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNCStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameEMILY EXUMBooksInCareOfPersonName
Books In Care Of Phone Number2525236726BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12109 ST GEORGE PLAddressLine1
CityKINSTONCity
StateNCState
ZIP Code28503ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
EDNA N ANDERSON
106 SHORELINE DRNEW BERNNC28562SEC/TREAS0.25000
EMILY N EXUM
2109 ST GEORGE PLKINSTONNC28503PRESIDENT0.25000
MARIAN N MCLAWHORN
PO BOX 399GRIFTONNC28530VP0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities146444AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances23198AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets169642TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets169642AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2545CashDeemedCharitable
Net Noncharitable Assets167097NetNoncharitableAssets
Minimum Investment Return8355MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return8355MinimumInvestmentReturn
Tax Based On Investment Income55TaxBasedOnInvestmentIncome
Total Tax55TotalTax
Distributable Amount Before Adj8300DistributableAmountBeforeAdj
Distributable Amount Before Ded8300DistributableAmountBeforeDed
Distributable Amount As Adjusted8300DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions14600ExpensesAndContributions
Qualifying Distributions14600QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm55OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions14545AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted8300DistributableAmountAsAdjusted
Excess Distri Carryover Year52727ExcessDistriCarryoverYear5
Excess Distri Carryover Year410647ExcessDistriCarryoverYear4
Excess Distri Carryover Year32731ExcessDistriCarryoverYear3
Excess Distri Carryover Year26780ExcessDistriCarryoverYear2
Excess Distri Carryover Year16870ExcessDistriCarryoverYear1
Total Excess Distri Carryover29755TotalExcessDistriCarryover
Qualifying Distributions14600QualifyingDistributions
Applied To Current Year8300AppliedToCurrentYear
Remaining Distri From Corpus6300RemainingDistriFromCorpus
Total Corpus36055TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year52727ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year33328ExcessDistriCyovToNextYear
Excess From Year410647ExcessFromYear4
Excess From Year32731ExcessFromYear3
Excess From Year26780ExcessFromYear2
Excess From Year16870ExcessFromYear1
Excess From Current Year6300ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
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
GRIFTON SENIOR CENTER
437 CREEKSHORE DRIVEGRIFTONNC28530N/AN/AREPAIRS/UPGRADES$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$300
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
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year14600TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,518ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income7RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$5,520ExclusionAmount
Related Or Exempt Function Income7RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA5527TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Category990-PF RETURN PREP FEESCategory
Amount$870Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

EDNA N ANDERSON
EMILY N EXUM
MARIAN N MCLAWHORN

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NameKRAFT FOODS GROUPName
Date Acquired2006-06DateAcquired
How AcquiredPURCHASEHowAcquired
Date Sold2012-10DateSold
Gross Sales Price15GrossSalesPrice
Basis8Basis
Total Net7TotalNet

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
POSTAGE5
NEWPAPER NOTICE65

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategory
Amount$56Amount
Net Investment Income56NetInvestmentIncome

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