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ABRAMS FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ABRAMS FAMILY FOUNDATION (EIN 27-1665086)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-11
IRS object ID
201211329349101381
Schema version
2011v1.2
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)
Timestamp2012-05-11T13:48:54-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DONOHOO CUPP & BECKBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1726 LILA AVENUEAddressLine1
CityMILFORDCity
StateOHState
ZIP Code45150ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN271665086EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ABRAMS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlABRANameControl
Phone5137214450Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13710 STATE ROUTE 133AddressLine1
CityWILLIAMSBURGCity
StateOHState
ZIP Code451769798ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARLYON E ABRAMSName
TitlePRESIDENTTitle
Phone5137214450Phone
Date Signed2012-04-25DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameROGER D CUPP CPAName
Phone5135766770Phone
Date Prepared2012-05-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY4340134FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss4692487ContriReceivedRevAndExpnss
Dividends Rev And Expnss90818DividendsRevAndExpnss
Dividends Net Invst Incm90818DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss56096NetGainSaleAssetsRevAndExpnss
Gross Sales Price56096GrossSalesPrice
Capital Gain Net Incm Net Invst Incm56096CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses4839401TotalRevenueAndExpenses
Total Net Investment Income146914TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss37729OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm37729OtherProfFeesNetInvstIncm
Taxes Rev And Expnss1444TaxesRevAndExpnss
Taxes Net Invst Incm1444TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss39173TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm39173TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss39173TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm39173TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps0TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses4800228ExcessOfRevenueOverExpenses
Net Investment Income107741NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY54796CashEOY
Cash EOYFMV54796CashEOYFMV
Savings And Temp Cash Invst EOY3886SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3886SavingsAndTempCashInvstEOYFMV
Investments Corp Stock EOY2638342InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2274598InvestmentsCorpStockEOYFMV
Investments Corp Bonds EOY1919204InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV1865912InvestmentsCorpBondsEOYFMV
Investments Other EOY184000InvestmentsOtherEOY
Investments Other EOYFMV140942InvestmentsOtherEOYFMV
Total Assets EOY4800228TotalAssetsEOY
Total Assets EOYFMV4340134TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings EOY4800228RetainedEarningsEOY
Total Net Assets EOY4800228TotalNetAssetsEOY
Total Liabilities Net Assets BOY0TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY4800228TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Excess Of Revenue Over Expenses4800228ExcessOfRevenueOverExpenses
Subtotal4800228Subtotal
Total Net Assets Fund Balances EOY4800228TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income56096CapitalGainNetIncome

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax2155InvestmentIncomeExciseTax
Subtotal2155Subtotal
Tax Based On Investment Income2155TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment52PenaltyForUnderpayment
Tax Due2207TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressNONEWebsiteAddress
Books In Care Of Person NameMARLYON E ABRAMSBooksInCareOfPersonName
Books In Care Of Phone Number5137214450BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13717 BOOTJACK RDAddressLine1
CityWILLIAMSBURGCity
StateOHState
ZIP Code45176ZIPCode

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
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

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
MARLYON E ABRAMS
3717 BOOTJACK RDWILLIAMSBURGOH45176PRES,TREAS2.00000
JESSIE H ABRAMS
3717 BOOTJACK RDWILLIAMSBURGOH45176SECRETARY2.00000
BRIAN ABRAMS
13319 WEST LISBON LANESURPRISEAZ85379BOARD MEMBER2.00000
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 Securities4060876AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances488785AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4549661TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets4549661AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable68245CashDeemedCharitable
Net Noncharitable Assets4481416NetNoncharitableAssets
Minimum Investment Return224071MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return224071MinimumInvestmentReturn
Tax Based On Investment Income2155TaxBasedOnInvestmentIncome
Total Tax2155TotalTax
Distributable Amount Before Adj221916DistributableAmountBeforeAdj
Distributable Amount Before Ded221916DistributableAmountBeforeDed
Distributable Amount As Adjusted221916DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions0ExpensesAndContributions
Qualifying Distributions0QualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted221916DistributableAmountAsAdjusted
Undistributed Income CY221916UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMARLYON E ABRAMSContributingManager
Contributing ManagerJESSIE H ABRAMSContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameTHE ABRAMS FAMILY FOUNDATIONRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13710 STATE ROUTE 133 SOUTHAddressLine1
CityWILLIAMSBURGCity
StateOHState
ZIP Code45176ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5137246101RecipientPhoneNumber
Form And Info And MaterialsORGANIZATION NAME & DESCRIPTION EXECUTIVE DIRECTOR SOURCES OF REVENUE AND AMOUNTS DESCRIPTION OF PROGRAM/PROJECT NUMBER OF INDIVIDUALS SERVED IN PREVOIUS AND CURRENT YEAR TOTAL DOLLAT AMOUNT OF PROGRAM/PROJECT TOTAL AMOUNT REQUESTED BRIEF DESCRIPTION OF HOW AGENCY PROPOSES TO USE THE GRANT FUNDS GRANT HISTORY BOARD LIST INCLUDE A COPY OF APPLICANT'S MOST RECENT FINANCIAL AUDIT ONE COPY OF LETTER OF DETEMINATION FROM THR IRSFormAndInfoAndMaterials
Submission DeadlinesPROPOSAL DEADLINE: APRIL 1SubmissionDeadlines
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.RestrictionsOnAwards

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$90,818ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$56,096ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$146,914ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA146914TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (3 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1MARLYON E ABRAMS3717 BOOTJACK ROADWILLIAMSBURGOH451763400000X
2JESSIE H ABRAMS REV TRUST3717 BOOTJACK ROADWILLIAMSBURGOH45176473097X
3MARLYON E ABRAMS REV TRUST3717 BOOTJACK ROADWILLIAMSBURGOH45176819390X

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

MARLYON E ABRAMS
JESSIE H ABRAMS
BRIAN ABRAMS

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (7 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
BLOCKROCK H Y BD A240756226741
DELAWARE INFLATIONPROTECTION BD FD245293251026
DWS FLOATING RATE FD285745272878
FRANKLIN/TEMPLETON GLOBAL BD FD CL A340768311358
LORD ABBETT SHORT DURATION INCOME FD190048187206
MFS EMERGING MKTS BD FD CL A143902144915
PIMCO TOTAL RETURN FD CL A472692471788

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (10 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
AMERICAN FUNDS GWTH FD OF AMERICA301032270756
BLACKROCK INT'L OPPORTUNITIES A373436302142
DAVIS NEW YORK VENTURE FD CL A300646274547
EAGLE MID CAP GWTH FD CL A276000239503
FEDERATED KAUFMANN LG CAP FD CL A310806277814
ING VALUE CHOICE FD CL A327003271349
IVY SMALL CAP GWTH FD CL A166366141257
OPPENHEIMER DEVELOPING MKTS FD CL A140198117069
R S PARTNERS FD CL A166855142529
R S VALUE FD CL A276000237632

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemPRUDENTIAL JENNISON NATURAL RES FDCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value184000BookValue
EOYFMV140942EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
UBS MANAGEMENT & SERVICE FEES$36,87936879
OH FORM 1023 USER FEE$850850

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
MARLYON JESSIE ABRAMS
3717 BOOKJACK ROADWILLIAMSBURGOH45176
JESSIE H ABRAMS REV TRUST
3717 BOOTJACK ROADWILLIAMSBURGOH45176
MARLYON E ABRAMS REV TRUST
3717 BOOTJACK ROADWILLIAMSBURGOH45176

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategory
Amount$1,444Amount
Net Investment Income1444NetInvestmentIncome

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