BETA

ABRAMS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ABRAMS FAMILY FOUNDATION (EIN 27-1665086)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-03
IRS object ID
201911849349100006
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)
Return2019-07-03T16:49:20-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464276521PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DCA CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15903 WOLFPEN PLEASANT HILL ROADAddressLine1Txt
CityMILFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45150ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271665086EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ABRAMS FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2MARLYON E ABRAMSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlABRABusinessNameControlTxt
Phone5137214450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13710 STATE ROUTE 133AddressLine1Txt
CityWILLIAMSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP451769798ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARYLON ABRAMSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5137346101PhoneNum
Signature2019-07-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROGER D CUPP CPAPreparerPersonNm
PTINP00171352PTIN
Phone5135766770PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.196.173.103IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-03IPDt
IP Tm16:46:27IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6879EDF5357026E8521565E089ABC283E8B9F51FAtSubmissionFilingDeviceId
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$8,551,793FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,509InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,509InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$188,413DividendsRevAndExpnssAmt
Dividends Net Invst Incm$188,413DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$458,271NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,481,502GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$458,271CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$653,693TotalRevAndExpnssAmt
Total Net Invst Incm$649,193TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$78,677OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$78,667OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$83,177TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$83,167TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,177TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$83,167TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$570,516ExcessRevenueOverExpensesAmt
Net Investment Income$566,026NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,554CashBOYAmt
Cash EOY$156,254CashEOYAmt
Cash EOYFMV$156,254CashEOYFMVAmt
Corporate Stock BOY$6,184,740CorporateStockBOYAmt
Corporate Stock EOY$6,675,998CorporateStockEOYAmt
Corporate Stock EOYFMV$6,563,379CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,046,859CorporateBondsBOYAmt
Corporate Bonds EOY$1,980,842CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,832,160CorporateBondsEOYFMVAmt
Total Assets BOY$8,237,153TotalAssetsBOYAmt
Total Assets EOY$8,813,094TotalAssetsEOYAmt
Total Assets EOYFMV$8,551,793TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,237,153RetainedEarningBOYAmt
Retained Earning EOY$8,813,094RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,237,153TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,813,094TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,237,153TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,813,094TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,237,153TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$570,516ExcessRevenueOverExpensesAmt
Other Increases$9,922OtherIncreasesAmt
Subtotal$8,817,591SubtotalAmt
Other Decreases$4,497OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,813,094TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
LT STOCK SALES - STATEMENT ATTACHED2014-05-272018-05-31$961,092$717,286$243,806$243,806
LT STOCK SALES - STATEMENT ATTACHED2018-03-042018-08-06$1,059,193$1,165,012-$105,819-$105,819
ST STOCK SALES - STATEMENT ATTACHED2017-06-252018-03-28$141,828$140,933$895$895
CAPITAL GAINS DIVIDENDS$319,389$319,389$319,389P
FieldValueIRS element (for citing)
Capital Gain Net Income$458,271CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,746,781AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,774,493NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.313042DistributionYr1Rt
Adjusted Qlfy Distri Yr2$347,102AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,992,972NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043426DistributionYr2Rt
Adjusted Qlfy Distri Yr3$424,667AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,566,784NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049571DistributionYr3Rt
Adjusted Qlfy Distri Yr4$386,511AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,593,260NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044978DistributionYr4Rt
Adjusted Qlfy Distri Yr5$294,844AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,883,551NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037400DistributionYr5Rt
Total Distribution0.488417TotalDistributionRt
Average Distribution0.097683AverageDistributionRt
Net Vl Noncharitable Assets$9,446,670NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$922,779AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,660NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$928,439AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,321InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,321SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,321TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$7,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$179OverpaymentAmt
Applied To ES Tax$179AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARLYON ABRAMSIndividualWithBooksNm
Phone5137214450PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13717 BOOTJACK ROADAddressLine1Txt
CityWILLIAMSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45176ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
MARLYON E ABRAMS
3717 BOOTJACK RDWILLIAMSBURGOH45176PRES,TREAS2.00$0$0$0
JESSIE H ABRAMS
3717 BOOTJACK RDWILLIAMSBURGOH45176SECRETARY2.00$0$0$0
BRIAN ABRAMS
13319 WEST LISBON LANESURPRISEAZ85379BOARD MEMBER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,338,533AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$251,995AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,590,528TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,590,528AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143,858CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,446,670NetVlNoncharitableAssetsAmt
Minimum Investment Return$472,334MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$472,334MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,321TaxBasedOnInvestmentIncomeAmt
Total Tax$11,321TotalTaxAmt
Distributable Before Adj$461,013DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$461,013DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$461,013DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$0AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$461,013DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,918,094ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,918,094TotalExcessDistributionCyovAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$461,013ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$461,013ExcessDistributionCyovAppCYAmt
Total Corpus$1,457,081TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,457,081ExcessDistriCyovToNextYrAmt
Excess From Year1$1,457,081ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE ABRAMS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13710 STATE ROUTE 133 SOUTHAddressLine1Txt
CityWILLIAMSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45176ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5137246101RecipientPhoneNum
Form And Info And MaterialsNUMBER OF INDIVIDUALS SERVED IN PREVIOUS AND CURRENT YEAR TOTAL DOLLAR AMOUNT OF PROGRAM/PROJECT ONE COPY OF LETTER OF DETERMINATION FROM THE IRSFormAndInfoAndMaterialsTxt
Submission DeadlinesAPRIL 1SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS 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, AND DISCOURAGES ANNUAL REQUESTS. GRANTS WILL NOT BE MADE TO INDIVIDUALS, TAXING AUTHORITIES OR POLITICAL SUBDIVISIONS.RestrictionsOnAwardsTxt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,509ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$188,413ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$458,271ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$649,193ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$649,193TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTOTAL BOND INVESTMENT - SEE FORM 8453-EO ATTACHMENTBondNm
EOY Book Value$1,980,842EOYBookValueAmt
EOYFMV$1,832,160EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTOTAL CORPORATE STOCK INVESTMENT - SEE FORM 8453-EO ATTACHMENTStockNm
EOY Book Value$6,675,998EOYBookValueAmt
EOYFMV$6,563,379EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXES PAIDDesc
Amt$4,497Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
BOOK TAX DIFFERENCE ON UNREALIZED GAIN$2,987
NONDIVIDEND DISTRIBUTIONS$6,935

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS MANAGEMENT & SERVICE FEESCategoryTxt
Amt$78,677Amt
Net Investment Income$78,667NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JESSIE H ABRAMS
3717 BOOTJACK ROADWILLIAMSBURGOH45176
MARLYON E ABRAMS
3717 BOOTJACK ROADWILLIAMSBURGOH45176

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