ABELES FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ABELES FOUNDATION (EIN 30-0024271)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349101104
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T10:24:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 3730 OLD SANTA FE TRAIL | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ABELES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5059881115 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL D SWAIN CPA | PreparerPersonNm |
| PTIN | P00120406 | PTIN |
| Phone | 5059883770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.240.8.113 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-30 | IPDt |
| IP Tm | 09:51:02 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 37B6C3E7E25B577D5CCECD5AF597A0904D345DC1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0522949D19A74ADADE7971BE60FC75E564CD9A2F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,201,840 | 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 | $32,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,444 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,100 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,100 | 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 |
| Taxes Rev And Expnss | $918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,077 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,077 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,905 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,100 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $199 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,144 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,342 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $555,865 | CorporateStockBOYAmt |
| Corporate Stock EOY | $554,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $722,132 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $324,603 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $328,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $329,392 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $118,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $113,149 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $113,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,010,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,031,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,201,840 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $38,891 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,010,977 | RetainedEarningBOYAmt |
| Retained Earning EOY | $993,072 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,010,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,031,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,010,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,031,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,010,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,905 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,891 | OtherIncreasesAmt |
| Subtotal | $1,031,963 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,031,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| REAL ESTATE INDEX ADMIRAL | P | 2015-01-12 | 2019-10-10 | $6,908 | $6,005 | $903 | $903 |
| GLOBAL CAPITAL CYCLES FUND | P | 2015-01-12 | 2019-10-10 | $1,541 | $1,788 | -$247 | -$247 |
| HIGH-YIELD CORP FUND ADM | P | 2015-01-12 | 2019-10-10 | $4,806 | $4,858 | -$52 | -$52 |
| SHORT-TERM INVEST-GR ADM | P | 2015-01-12 | 2019-10-10 | $410 | $408 | $2 | $2 |
| SMALL-CAP INDEX FUND ADM | P | 2015-01-12 | 2019-10-10 | $6,654 | $5,114 | $1,540 | $1,540 |
| PACIFIC STOCK INDEX ADM | P | 2015-01-12 | 2019-10-10 | $1,723 | $1,506 | $217 | $217 |
| EUROPEAN STOCK INDEX ADM | P | 2015-01-12 | 2019-10-10 | $3,745 | $3,607 | $138 | $138 |
| TOTAL STOCK MKT IDX ADM | P | 2015-01-12 | 2019-10-10 | $9,960 | $7,096 | $2,864 | $2,864 |
| INFLATION-PROTECT SEC ADM | P | 2015-01-12 | 2019-10-10 | $2,800 | $2,775 | $25 | $25 |
| EMERGING MKTS STK IDX ADM | P | 2015-01-12 | 2019-10-10 | $1,450 | $1,396 | $54 | $54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,444 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,795 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,144,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051352 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,960 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,129,065 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045135 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,524 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,033,893 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051769 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,935 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,085,292 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043246 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,410 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,123,548 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049317 | DistributionYr5Rt |
| Total Distribution | 0.240819 | TotalDistributionRt |
| Average Distribution | 0.048164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,113,966 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,653 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $381 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,077 | 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 | $381 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $381 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $381 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $617 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $721 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $340 | OverpaymentAmt |
| Applied To ES Tax | $340 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 | 5059881115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | ||||||||
| 3730 OLD SANTA FE TRAIL | SANTA FE | NM | 87505 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATHLEEN K ABELES | ||||||||
| 3730 OLD SANTA FE TRAIL | SANTA FE | NM | 87505 | 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 | $1,113,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,130,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,130,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,113,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $381 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $381 | TotalTaxAmt |
| Distributable Before Adj | $55,317 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,317 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,317 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,077 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,077 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $381 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,696 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,317 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,792 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,792 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,285 | 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 | $13,032 | 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 (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY FOOD BANK | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| AMHERST COLLEGE | ||||||||
| PO BOX 5000 | AMHERST | MA | 010029982 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| ANGEL HORSES | ||||||||
| PO BOX 20797 | BILLINGS | MT | 59104 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $50 | |
| ASPEN SANTA FE BALLET | ||||||||
| 550 ST MICHAELS DR B1 | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| BAYMCA | ||||||||
| 2111 MARTIN LUTHER KING JR WAY | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| BERKELEY FOOD AND HOUSING PROJECT | ||||||||
| ATTN DEVELOPMENT DEPARTMENT 2362 | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIESSUPPORT PUBLIC CHARITIES | $500 | BANCROFT WAY |
| BERKELEY PUBLIC LIBRARY FOUNDATION | ||||||||
| 2090 KITTREDGE STREET | BEKELEY | CA | 94704 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| BERKELEY PUBLIC SCHOOLS FUND | ||||||||
| 2020 BONAR ST 130 | BERKELEY | CA | 94702 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| BREAKTHROUGH SANTA FE | ||||||||
| C/O SANTA FE PREPARATORY SCHOOL | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | 1101 CAMINO CRUZ BLANCA |
| CAMP NEBAGAMON SCHOLORSHIP FUND | ||||||||
| PO BOX 331 | EAST TROY | WI | 53120 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| CAMPERSHIPS FOR NEBAGAMON | ||||||||
| PO BOX 331 | EAST TROY | WI | 53120 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| CANCER FOUNDATION FOR NEW MEXICO | ||||||||
| PO BOX 5038 | SANTA FE | NM | 87502 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| CANDLE | ||||||||
| UNKNOWN | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $200 | |
| CHANGING WORLDS | ||||||||
| 329 W 18TH STREET SUITE 613 | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | |
| COMMUNITITIES IN SCHOOLS | ||||||||
| 300 CATRON ST | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| CORNELL UNIVERSITY | ||||||||
| BNY MELLON LOCK BOX 223623 PO BOX | PITTSBURG | PA | 152539874 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | 535267 |
| CREATIVITY FOR PEACE | ||||||||
| 369 MONTEZUMA AVENUE NO 566 | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | |
| CUNY GRADUATE CENTER | ||||||||
| 365 5TH AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| DESTINY ARTS CENTER | ||||||||
| 970 GRACE AVENUE | OAKLAND | CA | 94608 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $5,000 | |
| DOLLARS 4 SCHOOLS | ||||||||
| C/O SANTA FE COMMUNITY COLLEGE PO | SANTA FE | NM | 875041827 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | BOX 1827 |
| EAST BAY COMMUNITY MUSIC PROJECT | ||||||||
| PO BOX 3941 | BERKELEY | CA | 94703 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $200 | |
| EMPTY STOCKING FUND | ||||||||
| C/O SANTA FE COMMUNITY COLLEGE PO | SANTA FE | NM | 875041827 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | BOX 1827 |
| EQUAL ACCESS TO JUSTICE FUND | ||||||||
| 301 GOLD AVE SW 105 | ALBUQUERQUE | NM | 87102 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| FARM TO TABLE | ||||||||
| 618 PASEO DE PERALTA B | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| FIRST SERVE - NEW MEXICO | ||||||||
| PO BOX 31904 | SANTA FE | NM | 875041904 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| FOOD DEPOT | ||||||||
| 1222 SILER ROAD | SANTA FE | NM | 87507 | 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 | $500 | WEBSTER AVENUE |
| FRIENDS OF THE SANTA FE PUBLIC LIBRARY | ||||||||
| 145 WASHINGTON AVENUE | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| GEORGIA O'KEEFFE MUSEUM | ||||||||
| 217 JOHNSON STREET | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $150 | |
| HABITAT FOR HUMANITY LAKE COUNTY | ||||||||
| 315 N MARTIN LUTHER KING JR AVE | WAUKEGAN | IL | 60085 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| HARVARD LAW SCHOOL FUND | ||||||||
| HARVARD LAW SCHOOL ALUMNI CENTER | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $300 | 125 MT AUBURN STREET |
| HONDO FIRE & RESCUE | ||||||||
| 21 SETON VILLAGE ROAD | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| JEWISH COMMUNITY COUNCIL OF NNM | ||||||||
| 660 TOTAVI STREET | LOS ALAMOS | NM | 875440060 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| KITCHEN ANGELS | ||||||||
| 1222 SILER ROAD | SANTA FE | NM | 87507 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| KNME | ||||||||
| 1200 UNIVERSITY BLVD NE | ALBUQUERQUE | NM | 871021736 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| KSFR | ||||||||
| C/O SANTA FE COMMUNITY COLLEGE 6401 | SANTA FE | NM | 87508 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | RICHARDS AVENUE |
| LA FAMILIA MEDICAL CENTER | ||||||||
| ATTN DEVELOPMENT OFFICE PO BOX 5395 | SANTA FE | NM | 875025395 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 0 | $1,500 | |
| LATIN SCHOOL OF CHICAGO | ||||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | |
| LENSIC PERFORMING ARTS CENTER | ||||||||
| ATTN DEVELOPMENT OFFICE 121 WEST | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 6250;LISTTOTAL 0 | $2,270 | SAN FRANCISCO STREET |
| LITERACY VOLUNTEERS OF SANTA FE | ||||||||
| 6401 RICHARDS AVENUE | SANTA FE | NM | 875084887 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $150 | |
| LWV - SF COUNTY EDUCATIONAL FUND | ||||||||
| 1472 ST FRANCIS DRIVE | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $200 | |
| MAY CENTER FOR LEARNING | ||||||||
| 1200 OLD PECOS TRAIL | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| MILITARY RELIGIOUS FREEDOM FOUNDATION | ||||||||
| 13170-B CENTRAL AVE SE SUITE 255 | ALBUQUERQUE | NM | 87123 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| MUSEUM OF NEW MEXICO FOUNDATION | ||||||||
| PO BOX 2065 | SANTA FE | NM | 875042065 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $380 | |
| MUSEUM OF SPANISH COLONIAL ART | ||||||||
| 750 CAMINO LEJO | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| NARAL NMRIGHTS TO CHOOSE | ||||||||
| PO BOX 97 | ALBUQUERQUE | NM | 87103 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| NATIONAL DANCE INSTITUTE OF NEW MEXICO | ||||||||
| ATTN KATHERINE OPPENHEIMER 1140 | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 1860;LISTTOTAL 0 | $3,410 | ALTO STREET |
| NEW ENERGY ECONOMY | ||||||||
| 343 EAST ALAMEDA | SANTA FE | NM | 875012229 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| NEW MEXICANS TO PREVENT GUN VIOLENCE | ||||||||
| 1 STATE OF NEW MEXICO | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | |
| NEW MEXICO ENVIONMENTAL LAW CENTER | ||||||||
| ATTN DOUG MEIKLEJOHN 1405 LUISA | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | STREET SUITE 5 |
| NEW MEXICO SCHOOL FOR THE ARTS | ||||||||
| ATTN JULIE BERNARD GOMEZ 275 WEST | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $2,000 | ALAMEDA |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 96735 | WASHINGTON | DC | 200777525 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $2,000 | |
| PLANNED PARENTHOOD OF NEW MEXICO | ||||||||
| 719 SAN MATEO BLVD NE | ALBUQUERQUE | NM | 871089851 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,500 | |
| PRESBYTERIAN HEALTHCARE FOUNDATION | ||||||||
| 454 ST MICHAELS DR | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| ROCKY MOUNTAIN YOUTH CORPS | ||||||||
| ATTN CAROL COLONIUS 1021 SALAZAR | TAOS | NM | 875718212 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | ROAD |
| SANTA FE ART INSTITUTE | ||||||||
| 1600 ST MICHAELS DR BUILDING 31 | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| SANTA FE BOTANICAL GARDEN | ||||||||
| 715 CAMINO LEJO | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $117 | |
| SANTA FE CHAMBER MUSIC FESTIVAL | ||||||||
| 208 GRIFFIN ST | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | |
| SANTA FE CHILDREN'S MUSEUM | ||||||||
| ATTN ANNA MARIE TUTERA MANRIQUEZ | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 7500;LISTTOTAL 0 | $1,000 | 1050 OLD PECOS TRAIL |
| SANTA FE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6401 RICHARDS AVENUE | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $2,000 | |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1827 | SANTA FE | NM | 875041827 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 1150;LISTTOTAL 0 | $1,500 | |
| SANTA FE COUNCIL ON INTERNATIONAL RELATIONS | ||||||||
| 413 GRANT AVENUE D | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| SANTA FE FARMERS MARKET INSTITUTE | ||||||||
| ATTN SARAH NOSS 1607 PASEO DE | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | PERALTA SUITE A |
| SANTA FE MOUNTAIN CENTER | ||||||||
| PO BOX 449 | SANTA FE | NM | 87574 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | |
| SANTA FE MUSIC COLLECTIVE | ||||||||
| 2232 WILDERNESS COVE | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | |
| SANTA FE PREPARATORY SCHOOL | ||||||||
| 1101 CAMINO DE LA CRUZ BLANCA | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 450;LISTTOTAL 0 | $300 | |
| SANTA FE PRO MUSICA | ||||||||
| PO BOX 2091 | SANTA FE | NM | 87504 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $350 | |
| SANTA FE SYMPHONY | ||||||||
| 551 W CORDOVA RD D | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $2,500 | |
| SIDWELL FRIENDS SCHOOL | ||||||||
| OFFICE OF DEVELOPMENT AND ALUMNI | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | RELATIONS 3825 WISCONSIN AVE NW |
| SOLACE CRISIS TREATMENT CENTER | ||||||||
| 6601 VALENTINE WAY | SANTA FE | NM | 87507 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $350 | |
| SOUTHWEST CARE CENTER | ||||||||
| 649 HARKLE ROAD SUITE E | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| ST ELIZABETH SHELTER | ||||||||
| 804 ALARID STREET | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $2,000 | |
| ST JOHN'S COLLEGE | ||||||||
| OFFICE OF ADVANCEMENT 1160 CAMINO | SANTA FE | NM | 875014599 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | CRUZ BLANCA |
| ST VINCENT HOSPITAL FOUNDATION | ||||||||
| ATTN ROBERT GLICK PO BOX 2107 | SANTA FE | NM | 875049928 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| SUSTAINABLE ECONOMICS LAW CENTER | ||||||||
| 1428 FRANKLIN ST | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | |
| SYLVIA MENDEZ PTA | ||||||||
| 2241 RUSSELL STREET | BERKELEY | CA | 94705 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $3,500 | |
| THINK NEW MEXICO | ||||||||
| ATTN FRED NATHAN 1227 PASEO DE | SANTA FE | NM | 875012758 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES;LISTTOTAL 1500;LISTTOTAL 0 | $1,000 | PERALTA |
| UNITED WAY OF SANTA FE COUNTY | ||||||||
| 440 CERRILLOS RD | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | |
| UNITED WORLD COLLEGE | ||||||||
| ATTN LISA DARLING POST OFFICE BOX | MONTEZUMA | NM | 877310248 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | 248 |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 SOUTH STATE STREET STE 8000 | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | |
| YALE SCHOOL OF PUBLIC HEALTH | ||||||||
| LABORATORY OF EPIDEMIOLOGY AND | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | PUBLIC HEALTH 60 COLLEGE ST |
| YOUTH WORKS | ||||||||
| 1504 CERRILLOS RD | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,077 | 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 | $32,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,444 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,100 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,100 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HIGH-YLD CORP FUND ADM | $111,176 | $111,654 |
| INFLATION PROTECTED SEC ADM | $108,436 | $108,829 |
| SHORT TERM INV-GR ADM | $108,581 | $108,909 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EMERGING MKTS STK IDX ADM | $106,761 | $121,366 |
| EUROPEAN STOCK IDS ADM | $106,357 | $122,003 |
| PACIFIC STOCK IDX ADM | $96,643 | $116,918 |
| SMALL CAP INV-GR ADM | $126,656 | $180,831 |
| TOTAL STOCK MKT IDX ADM | $117,662 | $181,014 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRECIOUS METALS & MINING | AT COST | $65,069 | $58,989 |
| REIT INDEX FUND ADM | AT COST | $48,080 | $54,785 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $38,891 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $918 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |