CRAMER FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CRAMER FAMILY FOUNDATION (EIN 22-2778760)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-03-15
IRS object ID
201300759349100400
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)
Timestamp2013-03-15T10:02:14-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN131639826EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1EISNERAMPER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1101 WEST AVENUE PO BOX 458AddressLine1
CityJENKINTOWNCity
StatePAState
ZIP Code190460458ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222778760EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CRAMER FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCRAMNameControl
Phone6106475135Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CONNOLLY 7 ETIENNEAddressLine1
CityDEVONCity
StatePAState
ZIP Code19333ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHAROLD CRAMER TRUSTEEName
TitleTRUSTEETitle
Phone6106475135Phone
Date Signed2013-03-05DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROGER DAVISName
PTINP00160670PTIN
Phone2158818800Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY301619FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss200000ContriReceivedRevAndExpnss
Dividends Rev And Expnss2562DividendsRevAndExpnss
Dividends Net Invst Incm2562DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses202562TotalRevenueAndExpenses
Total Net Investment Income2562TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss55TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss55TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss5055TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps5000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses197507ExcessOfRevenueOverExpenses
Net Investment Income2562NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY25359SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY158296SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV159209SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY54265InvestmentsCorpStockBOY
Investments Corp Stock EOY118835InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV142410InvestmentsCorpStockEOYFMV
Total Assets BOY79624TotalAssetsBOY
Total Assets EOY277131TotalAssetsEOY
Total Assets EOYFMV301619TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY79624RetainedEarningsBOY
Retained Earnings EOY277131RetainedEarningsEOY
Total Net Assets BOY79624TotalNetAssetsBOY
Total Net Assets EOY277131TotalNetAssetsEOY
Total Liabilities Net Assets BOY79624TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY277131TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY79624TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses197507ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal277131Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY277131TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year17250QualifyingDistributionsYear1
Noncharitable Assets Year189860NoncharitableAssetsYear1
Distribution Ratio Year10.080681DistributionRatioYear1
Qualifying Distributions Year216750QualifyingDistributionsYear2
Noncharitable Assets Year2100644NoncharitableAssetsYear2
Distribution Ratio Year20.166428DistributionRatioYear2
Qualifying Distributions Year331330QualifyingDistributionsYear3
Noncharitable Assets Year392048NoncharitableAssetsYear3
Distribution Ratio Year30.340366DistributionRatioYear3
Qualifying Distributions Year430755QualifyingDistributionsYear4
Noncharitable Assets Year4117898NoncharitableAssetsYear4
Distribution Ratio Year40.260861DistributionRatioYear4
Qualifying Distributions Year539721QualifyingDistributionsYear5
Noncharitable Assets Year5145033NoncharitableAssetsYear5
Distribution Ratio Year50.273876DistributionRatioYear5
Total Distribution Ratio1.122212TotalDistributionRatio
Average Distribution Ratio0.224442AverageDistributionRatio
Net Noncharitable Assets202608NetNoncharitableAssets
Adjusted Noncharitable Assets45474AdjustedNoncharitableAssets
One Percent Net Investment Income26OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One45500AdjNonchrtblAssetsAndOnePct
Qualifying Distributions5000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax51InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal51Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income51TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment28EstTaxPaymentsAndOverpayment
Total Credits And Payments28TotalCreditsAndPayments
Tax Due23TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameHAROLD CRAMERBooksInCareOfPersonName
Books In Care Of Phone Number6106475135BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1C/O SHIRLEY CONNOLLY 7 ETIENNEAddressLine1
CityDEVONCity
StatePAState
ZIP Code19333ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
HAROLD CRAMER
C/O CONNOLLY 7 ETIENNEDEVONPA19333TRUSTEE1.00000
GERALDINE CRAMER
C/O CONNOLLY 7 ETIENNEDEVONPA19333TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities138778AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances66915AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets205693TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets205693AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3085CashDeemedCharitable
Net Noncharitable Assets202608NetNoncharitableAssets
Minimum Investment Return10130MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return10130MinimumInvestmentReturn
Tax Based On Investment Income51TaxBasedOnInvestmentIncome
Total Tax51TotalTax
Distributable Amount Before Adj10079DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded10079DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted10079DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions5000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions5000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions5000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted10079DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year532603ExcessDistriCarryoverYear5
Excess Distri Carryover Year424913ExcessDistriCarryoverYear4
Excess Distri Carryover Year326731ExcessDistriCarryoverYear3
Excess Distri Carryover Year211725ExcessDistriCarryoverYear2
Excess Distri Carryover Year12784ExcessDistriCarryoverYear1
Total Excess Distri Carryover98756TotalExcessDistriCarryover
Qualifying Distributions5000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year5000AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus5079ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY5079ExcessDistriCyovAppliedCY
Total Corpus93677TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year527524ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year66153ExcessDistriCyovToNextYear
Excess From Year424913ExcessFromYear4
Excess From Year326731ExcessFromYear3
Excess From Year211725ExcessFromYear2
Excess From Year12784ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

FieldValueIRS element (for citing)
Recipient Person NameUNIVERSITY OF PENNSYLVANIARecipientPersonName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13451 WALNUT STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191046205ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusPUBLICRecipientFoundationStatus
Purpose Of Grant Or ContributionFOR GENERAL USEPurposeOfGrantOrContribution
Amount$5,000Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,562ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$2,562ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2562TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualHAROLD CRAMERContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1C/O CONNOLLY 7 ETIENNEAddressLine1
CityDEVONCity
StatePAState
ZIP Code19333ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions200000AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of Stock1,000 SH SPDR TR UNIT SER 1NameOfStock
EOY Book Value118835EOYBookValue
EOYFMV142410EOYFMV

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategory
Amount$55Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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