ABRAMS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ABRAMS FAMILY FOUNDATION (EIN 27-1665086)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-08
- IRS object ID
- 202121599349100612
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-08T12:09:55-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464276521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DCA CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5903 WOLFPEN PLEASANT HILL RD | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451502132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271665086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABRAMS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | MARLYON E ABRAMS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABRA | BusinessNameControlTxt |
| Phone | 5137214450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3717 BOOTJACK CORNER ROAD | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451769777 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLYON E ABRAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2021-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARLYON | PersonFirstNm |
| Person Last | ABRAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER D CUPP CPA | PreparerPersonNm |
| PTIN | P00171352 | PTIN |
| Phone | 5135766770 | PhoneNum |
| Preparation | 2021-06-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,978,597 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,080,387 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,969,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,660,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,969,378 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,222,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,141,618 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $77,056 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,056 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,658 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $83,214 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,138,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,058,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,099 | CashBOYAmt |
| Cash EOY | $966,731 | CashEOYAmt |
| Corporate Stock BOY | $7,373,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,938,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,112,061 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,942,612 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,907,458 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,866,536 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,321,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,812,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,978,597 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,321,329 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,812,889 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,321,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,812,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,321,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,812,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,321,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,138,791 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,523 | OtherIncreasesAmt |
| Subtotal | $13,474,643 | SubtotalAmt |
| Other Decreases | $661,754 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,812,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST STOCK SALES - STATEMENT ATTACHED | P | 2019-11-29 | 2020-03-03 | $12,841 | $13,199 | -$358 | -$358 |
| ST STOCK SALES - STATEMENT ATTACHED | P | 2019-12-25 | 2020-09-28 | $3,924 | $3,692 | $232 | $232 |
| LT STOCK SALES - STATEMENT ATTACHED | P | 2019-06-26 | 2020-09-28 | $597,476 | $499,149 | $98,327 | $98,327 |
| LT STOCK SALES - STATEMENT ATTACHED | P | 2001-03-08 | 2020-12-30 | $2,914,499 | $1,174,980 | $1,739,519 | $1,739,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,969,378 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,612 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,612 | SubtotalAmt |
| Tax Based On Investment Income | $28,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,195 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $22,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28,695 | TotalPaymentsAndCreditsAmt |
| Overpayment | $83 | OverpaymentAmt |
| Applied To ES Tax | $83 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLYON ABRAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137214450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3717 BOOTJACK ROAD | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARLYON E ABRAMS | ||||||||
| 3717 BOOTJACK RD | WILLIAMSBURG | OH | 45176 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JESSIE H ABRAMS | ||||||||
| 3717 BOOTJACK RD | WILLIAMSBURG | OH | 45176 | SECRETARY | 2.00 | $0 | $0 | $0 |
| BRIAN ABRAMS | ||||||||
| 13319 WEST LISBON LANE | SURPRISE | AZ | 85379 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,338,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,475,574 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,475,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,288,440 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $614,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $614,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,612 | TotalTaxAmt |
| Distributable Before Adj | $585,810 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $585,810 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $585,810 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $585,810 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $959,061 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $959,061 | TotalExcessDistributionCyovAmt |
| Excess Distri Cyov App CY Corpus | $585,810 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $585,810 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $373,251 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $373,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $373,251 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ABRAMS FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3710 STATE ROUTE 133 SOUTH | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5137246101 | RecipientPhoneNum |
| Form And Info And Materials | NUMBER OF INDIVIDUALS SERVED IN PREVIOUS AND CURRENT YEAR TOTAL DOLLAR AMOUNT OF PROGRAM/PROJECT ONE COPY OF LETTER OF DETERMINATION FROM THE IRS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS WILL ONLY BE MADE TO AN ORGANIZATION WHICH PROVIDES A LETTER OF DETERMINATION BY THE IRS SHOWING ITS STATUS AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) NOT AS A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A). THE FOUNDATION INTENDS NOT TO PROVIDE CONTINUING SUPPORT TO ANY GRANTEE | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,837,720 | ExclusionAmt |
| Related Or Exempt Function Incm | $131,658 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,009,960 | ExclusionAmt |
| Related Or Exempt Function Incm | $131,658 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,141,618 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARLYON E ABRAMS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3717 BOOTJACK CORNER ROAD | AddressLine1Txt |
| City | WILLAMSBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,080,387 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $9,421,540 | FairMarketValueAmt |
| Received | 2020-11-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TOTAL BOND INVESTMENT - SEE FORM 845 | BondNm |
| EOY Book Value | $1,907,458 | EOYBookValueAmt |
| EOYFMV | $1,866,536 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TOTAL CORPORATE STOCK INVESTMENT - S | StockNm |
| EOY Book Value | $9,938,700 | EOYBookValueAmt |
| EOYFMV | $19,112,061 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX DIFFERENCE ON UNREALIZED LOSS | Desc |
| Amt | $661,754 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $14,523 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS MANAGEMENT & SERVICE FEES | CategoryTxt |
| Amt | $77,056 | Amt |
| Net Investment Income | $77,056 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLYON E ABRAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3717 BOOTJACK CORNER ROAD | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451769777 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OHIO ANNUAL REPORT FEE | $200 | $200 |
| FOREIGN TAX PAID | $1,458 | $1,458 |
| FEDERAL INCOME TAX PAID |
Comments