CRAMER FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CRAMER FAMILY FOUNDATION (EIN 22-2778760)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-15
IRS object ID: 201241369349100049
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
Form 990-PF
Depreciation Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-15T10:03:35-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EISNERAMPER LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 West Avenue	AddressLine1
City	Jenkintown	City
State	PA	State
ZIP Code	19046	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	222778760	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CRAMER FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% HAROLD CRAMER	InCareOfName
Name Control	CRAM	NameControl
Phone	6106475135	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O CONNOLLY 91 AMITY DRIVE	AddressLine1
City	WAYNE	City
State	PA	State
ZIP Code	19087	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	HAROLD CRAMER	Name
Title	TRUSTEE	Title
Date Signed	2012-05-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ROGER DAVIS	Name
Phone	2158818800	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	88494	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	1327	DividendsRevAndExpnss
Dividends Net Invst Incm	1327	DividendsNetInvstIncm
Total Revenue And Expenses	1327	TotalRevenueAndExpenses
Total Net Investment Income	1327	TotalNetInvestmentIncome
Taxes Rev And Expnss	7	TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss	7	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	7250	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	7250	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	7257	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	7250	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-5930	ExcessOfRevenueOverExpenses
Net Investment Income	1327	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	31289	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	25359	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	25744	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	54265	InvestmentsCorpStockBOY
Investments Corp Stock EOY	54265	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	62750	InvestmentsCorpStockEOYFMV
Total Assets BOY	85554	TotalAssetsBOY
Total Assets EOY	79624	TotalAssetsEOY
Total Assets EOYFMV	88494	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	85554	RetainedEarningsBOY
Retained Earnings EOY	79624	RetainedEarningsEOY
Total Net Assets BOY	85554	TotalNetAssetsBOY
Total Net Assets EOY	79624	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	85554	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	79624	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	85554	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-5930	ExcessOfRevenueOverExpenses
Subtotal	79624	Subtotal
Total Net Assets Fund Balances EOY	79624	TotalNetAssetsFundBalancesEOY

Field	Value	IRS element (for citing)
Capital Gains And Losses		CapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	16750	QualifyingDistributionsYear1
Noncharitable Assets Year1	100644	NoncharitableAssetsYear1
Distribution Ratio Year1	0.166428	DistributionRatioYear1
Qualifying Distributions Year2	31330	QualifyingDistributionsYear2
Noncharitable Assets Year2	92048	NoncharitableAssetsYear2
Distribution Ratio Year2	0.340366	DistributionRatioYear2
Qualifying Distributions Year3	30755	QualifyingDistributionsYear3
Noncharitable Assets Year3	117898	NoncharitableAssetsYear3
Distribution Ratio Year3	0.260861	DistributionRatioYear3
Qualifying Distributions Year4	39721	QualifyingDistributionsYear4
Noncharitable Assets Year4	145033	NoncharitableAssetsYear4
Distribution Ratio Year4	0.273876	DistributionRatioYear4
Qualifying Distributions Year5	35275	QualifyingDistributionsYear5
Noncharitable Assets Year5	94613	NoncharitableAssetsYear5
Distribution Ratio Year5	0.372835	DistributionRatioYear5
Total Distribution Ratio	1.414366	TotalDistributionRatio
Average Distribution Ratio	0.282873	AverageDistributionRatio
Net Noncharitable Assets	89860	NetNoncharitableAssets
Adjusted Noncharitable Assets	25419	AdjustedNoncharitableAssets
One Percent Net Investment Income	13	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	25432	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	7250	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	27	InvestmentIncomeExciseTax
Subtotal	27	Subtotal
Tax Based On Investment Income	27	TaxBasedOnInvestmentIncome
Total Credits And Payments	0	TotalCreditsAndPayments
Tax Due	27	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	PA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HAROLD CRAMER	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6106475135	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O SHIRLEY CONNOLLY 91 AMITY DRIV	AddressLine1
City	WAYNE	City
State	PA	State
ZIP Code	19087	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
HAROLD CRAMER
C/O 91 AMITY DRIVE	WAYNE	PA	19087	TRUSTEE	1.0	0
GERALDINE CRAMER
C/O 91 AMITY DRIVE	WAYNE	PA	19087	TRUSTEE	1.0	0

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	64100	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	27128	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	91228	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	91228	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1368	CashDeemedCharitable
Net Noncharitable Assets	89860	NetNoncharitableAssets
Minimum Investment Return	4493	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	4493	MinimumInvestmentReturn
Tax Based On Investment Income	27	TaxBasedOnInvestmentIncome
Total Tax	27	TotalTax
Distributable Amount Before Adj	4466	DistributableAmountBeforeAdj
Distributable Amount Before Ded	4466	DistributableAmountBeforeDed
Distributable Amount As Adjusted	4466	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	7250	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	7250	QualifyingDistributions
Adj Qualifying Distributions	7250	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	4466	DistributableAmountAsAdjusted
Prior Year1	2009	PriorYear1
Prior Year2	2008	PriorYear2
Prior Year3	2007	PriorYear3
Excess Distri Carryover Year5	30624	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	32603	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	24913	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	26731	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	11725	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	126596	TotalExcessDistriCarryover
Qualifying Distributions	7250	QualifyingDistributions
Applied To Current Year	4466	AppliedToCurrentYear
Remaining Distri From Corpus	2784	RemainingDistriFromCorpus
Total Corpus	129380	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	30624	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	98756	ExcessDistriCyovToNextYear
Excess From Year4	32603	ExcessFromYear4
Excess From Year3	24913	ExcessFromYear3
Excess From Year2	26731	ExcessFromYear2
Excess From Year1	11725	ExcessFromYear1
Excess From Current Year	2784	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
COLLEGE OF PHYSICIANS OF PHILADELPHIA
19 SOUTH 22ND STREET	PHILADELPHIA	PA	191033097	NONE	PUBLIC	FOR GENERAL USE	$500
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET	PHILADELPHIA	PA	191046205	NONE	PUBLIC	FOR GENERAL USE	$5,000
AMERICAN JEWISH COMMITTEE
30 SOUTH 15TH STREET	PHILADELPHIA	PA	19102	NONE	PUBLIC	FOR GENERAL USE	$1,000
KENESETH ISRAEL
8339 OLD YORK ROAD	ELKINS PARK	PA	19027	NONE	PUBLIC	FOR GENERAL USE	$750

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	7250	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments
Int On Savings And Temp Cash Invst		IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,327	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII
Gain Sales Assets Oth Than Invntry		GainSalesAssetsOthThanInvntry
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$1,327	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	1327	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	500 SH SPDR TR UNIT SER 1	NameOfStock
EOY Book Value	54265	EOYBookValue
EOYFMV	62750	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	EXCISE TAX	Category
Amount	$7	Amount

CRAMER FAMILY FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Land Etc Schedule2 LandEtcSchedule2

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments