ABRAMS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ABRAMS FAMILY FOUNDATION (EIN 27-1665086)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201533099349100513
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T15:28:32-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | DONOHOO CUPP & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 726 LILA AVENUE | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 MARLYON E ABRAMS | BusinessNameLine1Txt |
| 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 | 3710 STATE ROUTE 133 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451769798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYLON ABRAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5137346101 | PhoneNum |
| Signature | 2015-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00171352 | PTIN |
| Phone | 5135766770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,784,256 | 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 | $599,276 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $192,327 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,327 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,956,174 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,339 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,042,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $443,666 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,036 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,036 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,203 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,203 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,506 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $484,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $558,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $348,921 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,030,102 | CashBOYAmt |
| Cash EOY | $31,589 | CashEOYAmt |
| Cash EOYFMV | $31,589 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,095 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $3,247,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,717,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,241,233 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,491,729 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,578,395 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,511,434 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,774,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,327,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,784,256 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,774,897 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,327,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,774,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,327,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,774,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,327,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,774,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $558,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,333,094 | SubtotalAmt |
| Other Decreases | $5,781 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,327,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 878.917 SH PIMCO TOTAL RETURN FD CL P | 2013-11-29 | 2014-11-06 | $9,598 | $9,506 | $92 | $92 | |
| 24,826.216 SH PUTNAM SHORT DURATION INC FD | 2013-11-21 | 2014-09-08 | $250,000 | $249,751 | $249 | $249 | |
| 29,791.460 SH PUTNAM SHORT DURATION INC FD | 2013-11-21 | 2014-09-22 | $300,000 | $299,702 | $298 | $298 | |
| 24,850.895 SH PUTNAM SHORT DURATION INC FD | 2013-11-21 | 2014-11-06 | $250,000 | $250,000 | $0 | $0 | |
| 24,850.895 SH PUTNAM SHORT DURATION INC FD | 2013-11-21 | 2014-11-20 | $250,000 | $250,000 | $0 | $0 | |
| 594.344 SH PUTNAM SHORT DURATION INC FD | 2013-12-27 | 2014-12-18 | $5,979 | $5,980 | -$1 | -$1 | |
| 29,821.074 SH PUTNAM SHORT DURATION INC FD | 2013-11-21 | 2014-05-30 | $300,000 | $299,702 | $298 | $298 | |
| 994.036 SH PUTNAM SHORT DURATION INC FD | 2013-11-21 | 2014-07-23 | $10,000 | $9,990 | $10 | $10 | |
| 4,970.179 SH PUTNAM SHORT DURATION INC FD | 2013-11-21 | 2014-07-25 | $50,000 | $49,950 | $50 | $50 | |
| 1,000 SH AMAZON.COM INC | 2001-03-08 | 2014-05-15 | $293,274 | $297,620 | -$4,346 | -$4,346 | |
| 1000 SH AMAZON.COM INC | 2001-03-08 | 2014-05-20 | $300,387 | $297,620 | $2,767 | $2,767 | |
| 11,086.475 SH DEUTSCHE FLOATING RATE FD | 2011-03-04 | 2014-12-18 | $100,000 | $104,817 | -$4,817 | -$4,817 | |
| 22,935.78 SH PIMCO TOTAL RETURN FD CL A | 2011-03-04 | 2014-05-13 | $250,000 | $249,346 | $654 | $654 | |
| 21,936.697 SH PIMCO TOTAL RETURN FD CL P | 2011-03-04 | 2014-11-06 | $239,549 | $239,783 | -$234 | -$234 | |
| 9,052.496 SH PUTNAM SHORT DURATION INC FD | 2013-11-21 | 2014-12-18 | $91,068 | $91,068 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $256,319 | $256,319 | $256,319 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,339 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $294,844 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,883,551 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037400 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $218,655 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,508,944 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048494 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,481,416 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.085894 | TotalDistributionRt |
| Average Distribution | 0.028631 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,593,260 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $246,034 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,489 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $249,523 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $390,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,489 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,489 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,489 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,660 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $6,093 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $6,093 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARLYON ABRAMS | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | PRES,TREAS | 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 |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,365,246 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,724,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,724,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,593,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $429,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $429,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,489 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,489 | TotalTaxAmt |
| Distributable Before Adj | $426,174 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $426,174 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $426,174 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $390,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,489 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $386,511 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $426,174 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $314,469 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $390,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $314,469 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,531 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $350,643 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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, AND DICOURAGES ANNUAL REQUESTS. GRANTS WILL NOT BE MADE TO INDIVIDUALS, TAXING AUTHORITIES OR POLITICAL SUBDIVISIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| WILLIAMSBURG LOCAL SCHOOLS | |||||
| 549A WEST MAIN STREET | WILLIAMSBURG | OH | 45176 | TO PROMOTE & SUPPORT EDUCATION | $360,000 |
| WILLIAMSBURG TWP LIFE SQUAD | |||||
| 915 W MAIN STREET | WILLIAMSBURG | OH | 45176 | TO PROMOTE AND SUPPORT PUBLIC SERVICES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,327 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $443,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $443,666 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARLYON ABRAMS | ||||||
| 1 | 3710 STATE ROUTE 133 S | WILLIAMSBURG | OH | 45176 | $597,258 | Yes (X) |
| JESSIE ABRAMS | ||||||
| 2 | 3710 STATE ROUTE 133 S | WILLIAMSBURG | OH | 45176 | $2,018 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,036 | Amt |
| Net Investment Income | $4,036 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLOCKROCK H Y BD A | $283,474 | $283,206 |
| DWS FLOATING RATE FD | $0 | $0 |
| FRANKLIN/TEMPLETON GLOBAL BD FD CL A | $0 | $0 |
| LORD ABBETT SHORT DURATION INCOME FD | $201,166 | $194,363 |
| MFS EMERGING MKTS BD FD CL A | $160,098 | $159,885 |
| PIMCO REAL RETURN FUND CLASS A | $236,487 | $230,088 |
| PIMCO TOTAL RETURN FD CL A | $0 | $0 |
| PUTNAM SHORT DURATION INCOME FUND A | $0 | $0 |
| POWERSHARES EXE TRADED FD | $91,468 | $96,321 |
| DWELAWARE DIVERSIFIED INCOME I | $251,567 | $249,088 |
| DUETSCHE FLOATING RATE FD | $201,849 | $194,376 |
| EATON VANCE S-D STRATEGIC INC FD | $257,024 | $249,073 |
| GOLDMAN SACHS STRATEGIC INC | $254,499 | $246,417 |
| LOOMIS SAYLES INVEST GRADE BD | $127,368 | $125,000 |
| TWC T/R BD FD | $125,945 | $125,703 |
| TEMPLETON GLBAL BD ADV | $387,450 | $357,914 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $115,900 | $150,150 |
| AMERICAN FUNDS GWTH FD OF AMERICA | $0 | $0 |
| BLACKROCK INT'L OPPORTUNITIES A | $406,782 | $367,068 |
| DAVIS NEW YORK VENTURE FD CL A | $416,564 | $423,349 |
| EAGLE MID CAP GWTH FD CL A | $322,160 | $397,000 |
| FEDERATED KAUFMANN LG CAP FD CL A | $333,659 | $512,355 |
| GOLDMAN SACHS RISING DIVIDEND GROWTH FUND | $605,423 | $651,570 |
| ING VALUE CHOICE FD CL A | $0 | $0 |
| IVY SMALL CAP GWTH FD CL A | $189,897 | $222,610 |
| JOHN HANCOCK DISCIPLINED VALUE CL A | $272,303 | $420,635 |
| OPPENHEIMER DEVELOPING MKTS FD CL A | $135,897 | $136,940 |
| PRUDENTIAL JENNISON NAT RES FD A | $168,927 | $110,749 |
| R S PARTNERS FD CL A | $237,849 | $219,545 |
| SPDR S&P DIV ETF | $144,380 | $157,600 |
| THE GWTH FD OF AMERICA FD CL F2 | $358,179 | $455,779 |
| VOYA LARGE CAP VALUE FD CL 1 | $350,872 | $359,530 |
| ROYAL BANK OF CANADA TRIGGER PS VWO | $400,000 | $381,200 |
| DEUTSCHE BANK AG TRIGGER PS RTY | $400,000 | $418,480 |
| UNTS AAM DIV RULER COV CALL PORT SER 2014-3Q | $248,670 | $246,461 |
| UNTS TGT DIV BLEND PORT SER 1 REIN | $308,795 | $301,549 |
| UNTS Q-GARP PORTFOLIO SERIES-2Q REINVEST | $301,072 | $308,663 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INCOME | Desc |
| Amt | $5,781 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS MANAGEMENT & SERVICE FEES | CategoryTxt |
| Amt | $80,203 | Amt |
| Net Investment Income | $80,203 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JESSIE H ABRAMS | |||
| 3717 BOOTJACK ROAD | WILLIAMSBURG | OH | 45176 |
| MARLYON E ABRAMS | |||
| 3717 BOOTJACK ROAD | WILLIAMSBURG | OH | 45176 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2013 FED INCOME TAX PD IN 2014 | $3,806 | $3,806 | $0 |
| OHIO ANNUAL REPORT FEE | $200 | $200 | $0 |
| 2014 FEDERAL ESTIMATE PAID | $5,160 | $5,160 | $0 |
| FOREIGN TAX PAID | $1,340 | $1,340 | $0 |
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