ABELES FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ABELES FOUNDATION (EIN 30-0024271)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202203129349101325
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T09:59:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850455053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWAIN & GRIECO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 BOTULPH ROAD SUITE A | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300024271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABELES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABEL | BusinessNameControlTxt |
| Phone | 5059881115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3012 GREY EAGLE DRIVE | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94595 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ABELES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5059881115 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | ABELES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL D SWAIN CPA | PreparerPersonNm |
| PTIN | P00120406 | PTIN |
| Phone | 5059883770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,327,292 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,972 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,552 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,524 | 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 | $4,024 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $738 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,903 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,524 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,229 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $544,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $785,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $785,563 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $324,524 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $396,378 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $396,378 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $111,466 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $136,987 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $136,987 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $997,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,327,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,327,292 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,221 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $994,609 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,327,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $997,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,327,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $997,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,327,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $997,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $304,828 | OtherIncreasesAmt |
| Subtotal | $1,335,517 | SubtotalAmt |
| Other Decreases | $8,225 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,327,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD SHORT TERM INVEST GR ADM | P | 2020-01-01 | 2021-12-31 | $477 | $477 | $477 | |
| VANGUARD INFLATION PROTECT SEC ADM | P | 2020-01-01 | 2021-12-31 | $4 | $4 | $4 | |
| VANGUARD GLOBAL CAPITAL CYCLES FND | P | 2020-01-01 | 2021-12-31 | $11,998 | $1,650 | $1,650 | $10,348 |
| VANGUARD HIGH YIELD CORP FUND ADM | P | 2020-01-01 | 2021-12-31 | $4,801 | $26 | $26 | $4,775 |
| VANGUARD SHORT TERM INVEST GR ADM | P | 2020-01-01 | 2021-12-31 | $4,734 | $88 | $88 | $4,646 |
| VANGUARD SMALL CAP INDEX FUND ADM | P | 2020-01-01 | 2021-12-31 | $45,137 | $20,138 | $20,138 | $24,999 |
| VANGUARD PACIFIC STOCK INDEX ADM | P | 2020-01-01 | 2021-12-31 | $10,285 | $2,781 | $2,781 | $7,504 |
| VANGUARD EUROPEAN STOCK INDEX ADM | P | 2020-01-01 | 2021-12-31 | $16,865 | $3,915 | $3,915 | $12,950 |
| VANGUARD TOTAL STOCK MKT IDX ADM | P | 2020-01-01 | 2021-12-31 | $53,482 | $26,689 | $26,689 | $26,793 |
| VANGUARD INFLATION PROTECT SEC ADM | P | 2020-01-01 | 2021-12-31 | $4,876 | $430 | $430 | $4,446 |
| VANGUARD REAL ESTATE INDEX ADMIRAL | P | 2020-01-01 | 2021-12-31 | $16,687 | $4,152 | $4,152 | $12,535 |
| VANGUARD EMERGING MKTS STK IDX ADM | P | 2020-01-01 | 2021-12-31 | $18,022 | $4,202 | $4,202 | $13,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,552 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,397 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,397 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $1,405 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | RICHARD A ABELES | IndividualWithBooksNm |
| Phone | 5056994699 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3012 GREY EAGLE DRIVE | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945953908 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD A ABELES | ||||||||
| 3012 GREY EAGLE DRIVE | WALNUT CREEK | CA | 94595 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATHLEEN K ABELES | ||||||||
| 3012 GREY EAGLE DRIVE | WALNUT CREEK | CA | 94595 | VP/SECRETARY/TREASURER/DIR | 2.00 | $0 | $0 | $0 |
| ELIZABETH A LUTZKER | ||||||||
| 2594 MILVIA STREET | BERKELEY | CA | 94704 | ASST SEC/ASST TREASURER/DI | 2.00 | $0 | $0 | $0 |
| ROBERT LUTZKER | ||||||||
| 2594 MILVIA STREET | BERKELEY | CA | 94704 | VICE PRESIDENT/DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,313,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,336,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,336,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,316,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,838 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,838 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,397 | TotalTaxAmt |
| Distributable Before Adj | $64,441 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,441 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,441 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,903 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,903 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,441 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,683 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,903 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,683 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,220 | 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 | $10,221 | 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 | RICHARD ABELES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3730 OLD SANTA FE TRAIL | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5059881115 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONEE MUST BE A QUALIFIED 501(C)(3) ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS PROGRAM | ||||||||
| PO BOX 5676 | SANTA FE | NM | 87502 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $103 | |
| AMHERST COLLEGE | ||||||||
| PO BOX 5000 | AMHERST | MA | 010029982 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,500 | |
| BERKELEY PUBLIC SCHOOLS FUND | ||||||||
| 2020 BONAR ST 130 | BERKELEY | CA | 94702 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $15,500 | |
| BERKLEY FOOD NETWORK | ||||||||
| 1925 9TH ST | BERKLEY | CA | 94710 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $5,000 | |
| BIKE EAST BAY | ||||||||
| 466 WATER ST | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $5,000 | |
| CAMP NEBAGAMON SCHOLORSHIP FUND | ||||||||
| PO BOX 331 | EAST TROY | WI | 53120 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $600 | |
| CHANGING WORLDS | ||||||||
| 329 W 18TH STREET SUITE 613 | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| CORNELL UNIVERSITY | ||||||||
| BNY MELLON LOCK BOX 223623 PO BOX | PITTSBURG | PA | 152539874 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | 535267 |
| DIABLO VALLEY COLLEGE | ||||||||
| 321 GOLF CLUB R | PLEASANT HILL | CA | 94523 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| FOOD BANK OF CC&S | ||||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| FRANCIS W PARKER SCHOOL | ||||||||
| DEVELOPMENT ALUMNI OFFICE 330 WEST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $2,000 | WEBSTER AVENUE |
| HARVARD UNIVERSITY FOUNDATION | ||||||||
| GRAYS HALL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $200 | |
| INDEPENDENT LIVING RESOURCE CENTER | ||||||||
| 1720 LOUISIANA BLVD NE 204 | ALBUQUERQUE | NM | 87110 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| JMH FOUNDATION | ||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| LA FAMILIA MEDICAL CENTER | ||||||||
| ATTN DEVELOPMENT OFFICE PO BOX 5395 | SANTA FE | NM | 875025395 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 0 | $2,000 | |
| LATIN SCHOOL OF CHICAGO | ||||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| LENSIC PERFORMING ARTS CENTER | ||||||||
| ATTN DEVELOPMENT OFFICE 121 WEST | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 6250;LISTTOTAL 0 | $2,000 | SAN FRANCISCO STREET |
| NARAL NMRIGHTS TO CHOOSE | ||||||||
| PO BOX 97 | ALBUQUERQUE | NM | 87103 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| NATIONAL DANCE INSTITUTE OF NEW MEXICO | ||||||||
| 1140 ALTO STREET | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 1860;LISTTOTAL 0 | $1,000 | |
| NEW MEXICO SCHOOL FOR THE ARTS | ||||||||
| ATTN JULIE BERNARD GOMEZ 275 WEST | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | ALAMEDA |
| PACIFIC CENTER | ||||||||
| 2712 TELEGRAPH AVENUE | BERKELEY | CA | 94705 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| PERALTA FOUNDATION | ||||||||
| 333 EAST 8TH STREET | OAKLAND | CA | 94606 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $3,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 96735 | WASHINGTON | DC | 200777525 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $2,000 | |
| ROSSMOOR FUND | ||||||||
| POBOX 2070 | WALNUT CREEK | CA | 94595 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| SANTA FE CHILDREN'S MUSEUM | ||||||||
| 1050 OLD PECOS TRAIL | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 7500;LISTTOTAL 0 | $2,500 | |
| SANTA FE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6401 RICHARDS AVENUE | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $5,000 | |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1827 | SANTA FE | NM | 875041827 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 1150;LISTTOTAL 0 | $1,000 | |
| SANTA FE MOUNTAIN CENTER | ||||||||
| PO BOX 449 | SANTA FE | NM | 87574 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| ST VINCENT HOSPITAL FOUNDATION | ||||||||
| PO BOX 2107 | SANTA FE | NM | 875049928 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| SURJ BAY AREA | ||||||||
| PO BOX 22748 | OAKLAND | CA | 94609 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 SOUTH STATE STREET STE 8000 | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,903 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,972 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,552 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,524 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,524 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,024 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HIGH-YLD CORP FUND ADM | $132,569 | $132,569 |
| INFLATION PROTECTED SEC ADM | $132,668 | $132,668 |
| SHORT TERM INV-GR ADM | $131,141 | $131,141 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EMERGING MKTS STK IDX ADM | $126,494 | $126,494 |
| EUROPEAN STOCK IDS ADM | $131,865 | $131,865 |
| PACIFIC STOCK IDX ADM | $129,178 | $129,178 |
| SMALL CAP INV-GR ADM | $194,369 | $194,369 |
| TOTAL STOCK MKT IDX ADM | $203,657 | $203,657 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL CAPITAL CYCLES | AT COST | $66,484 | $66,484 |
| REIT INDEX FUND ADM | AT COST | $70,503 | $70,503 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $8,225 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $304,828 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $738 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |