ABELES FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ABELES FOUNDATION (EIN 30-0024271)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-20
- IRS object ID
- 201842329349100119
- Schema version
- 2017v2.3
- 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 Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-20T16:49:26-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-16 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,204,730 | 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 | $28,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,394 | 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 | $3,141 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $702 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,803 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,918 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $618,399 | CorporateStockBOYAmt |
| Corporate Stock EOY | $601,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $752,688 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $322,836 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $332,619 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $330,431 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $95,475 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,487 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,693 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,069,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,049,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,204,730 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,912 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,912 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,912 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,912 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $19,886 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $21,089 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,041,552 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,020,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,061,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,041,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,069,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,049,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,061,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,203 | OtherIncreasesAmt |
| Subtotal | $1,041,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,041,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,949 | GrossSalesPriceAmt |
| Gain Or Loss | $4,949 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,949 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,949 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,524 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,033,893 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051769 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,935 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,085,292 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043246 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,410 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,123,548 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049317 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,551 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,118,866 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054118 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,196 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,116,110 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058414 | DistributionYr5Rt |
| Total Distribution | 0.256864 | TotalDistributionRt |
| Average Distribution | 0.051373 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,129,065 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $334 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,337 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,960 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $184 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $488 | 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 | 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 |
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 | $1,122,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,146,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,146,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,129,065 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,453 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $668 | TotalTaxAmt |
| Distributable Before Adj | $55,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,625 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,625 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,335 | 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 | $15,450 | 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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY FOOD BANK | |||||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | ||||
| AMHERST COLLEGE | |||||||||||
| PO BOX 5000 | AMHERST | MA | 010029982 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $700 | ||||
| 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 | $500 | ||||
| BERKELEY PUBLIC SCHOOLS FUND | |||||||||||
| 2020 BONAR ST 130 | BERKELEY | CA | 94702 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | ||||
| BIKE EAST BAY | |||||||||||
| 466 WATER ST | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | ||||
| 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 | $250 | ||||
| CANDLE | |||||||||||
| UNKNOWN | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $200 | ||||
| CORNELL UNIVERSITY | |||||||||||
| BNY MELLON LOCK BOX 223623 PO BOX | PITTSBURG | PA | 152539874 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | 535267 | |||
| CREATIVITY FOR PEACE | |||||||||||
| 369 MONTEZUMA AVENUE NO 566 | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $300 | ||||
| CUNY GRADUATE CENTER | |||||||||||
| 365 5TH AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | ||||
| DIRECT RELIEF | |||||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $2,500 | ||||
| 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 | ||||
| ECOLOGY CENTER | |||||||||||
| 2530 SAN PABLO AVENUE | BERKELEY | CA | 94702 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | ||||
| 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 | ||||
| ESPERANZA SHELTER SUPPORT CENTER | |||||||||||
| 3130 RUFINA ST | SANTA FE | NM | 87502 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | ||||
| 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 | $150 | ||||
| GEORGIA O'KEEFFE MUSEUM | |||||||||||
| 217 JOHNSON STREET | SANTA FE | NM | 87501 | 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 | $350 | 125 MT AUBURN STREET | |||
| HONDO FIRE & RESCUE | |||||||||||
| 21 SETON VILLAGE ROAD | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | ||||
| JUVENILE DIABETES FOUNDATION OF ILLINOIS | |||||||||||
| 1 N LASALLE ST | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $50 | ||||
| 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 | $1,000 | ||||
| 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 | $1,000 | 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 | ||||
| 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 | $600 | ||||
| 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 | $1,360 | ALTO STREET | |||
| NEW ENERGY ECONOMY | |||||||||||
| 343 EAST ALAMEDA | SANTA FE | NM | 875012229 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $200 | ||||
| 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 | $1,000 | ALAMEDA | |||
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||||||
| 541 NORTH FAIRBANKS COURT SUITE 800 | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | ||||
| PARA LA NATURLEZA | |||||||||||
| NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $2,500 | 155 CALLE DE TETUAN | SAN JUAN | RQ | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||||||
| PO BOX 96735 | WASHINGTON | DC | 200777525 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,250 | ||||
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||||||
| 7155 E 38TH AVENUE | DENVER | CO | 80207 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | ||||
| PRESBYTERIAN HEALTHCARE FOUNDATION | |||||||||||
| 454 ST MICHAELS DR | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | ||||
| RCU COMMUNITY FUND | |||||||||||
| 3033 CLEVELAND AVE STE 100 | SANTA ROSA | CA | 95403 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | ||||
| RETHINK THE CONVERSATION | |||||||||||
| 45 W 54RTH ST STE 3C | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | ||||
| ROBERTO CLEMENTE RANCHO SANTA ANA HEALTH CLINIC | |||||||||||
| 105 WEST MONUMENT STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | ||||
| ROCKY MOUNTAIN YOUTH CORPS | |||||||||||
| ATTN CAROL COLONIUS 1021 SALAZAR | TAOS | NM | 875718212 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | ROAD | |||
| SANTA FE CHAMBER MUSIC FESTIVAL | |||||||||||
| 208 GRIFFIN ST | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $50 | ||||
| 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 | $6,000 | ||||
| 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 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 | $1,000 | PERALTA SUITE A | |||
| SANTA FE INSTITUTE | |||||||||||
| ATTN VALERIE PLAME WILSON 1399 HYDE | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | PARD ROAD | |||
| SANTA FE MOUNTAIN CENTER | |||||||||||
| PO BOX 449 | SANTA FE | NM | 87574 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $300 | ||||
| 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 | $550 | ||||
| SANTA FE SYMPHONY | |||||||||||
| 551 W CORDOVA RD D | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | ||||
| SIDWELL FRIENDS SCHOOL | |||||||||||
| OFFICE OF DEVELOPMENT AND ALUMNI | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | RELATIONS 3825 WISCONSIN AVE NW | |||
| SOCIAL GOOD FUND | |||||||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | ||||
| SOLACE CRISIS TREATMENT CENTER | |||||||||||
| 6601 VALENTINE WAY | SANTA FE | NM | 87507 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | ||||
| SOUTHWEST CARE CENTER | |||||||||||
| 649 HARKLE ROAD SUITE E | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | ||||
| SPANISH COLONIAL ART SOCIETY | |||||||||||
| ATTN DONNA PEDACE PO BOX 5378 | SANTA FE | NM | 875025378 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | ||||
| SPEAK OUT-SURJ BAY AREA | |||||||||||
| PO BOX 22748 | OAKLAND | CA | 94609 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | ||||
| ST ELIZABETH SHELTER | |||||||||||
| 804 ALARID STREET | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $1,000 | ||||
| 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 | ||||
| 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 | |||
| TUCSON MUSEUM OF ART | |||||||||||
| 140 N MAIN AVE | TUCSON | AZ | 85701 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | ||||
| UNITED WAY OF SANTA FE COUNTY | |||||||||||
| 440 CERRILLOS RD | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $5,000 | ||||
| UNITED WORLD COLLEGE | |||||||||||
| ATTN LISA DARLING POST OFFICE BOX | MONTEZUMA | NM | 877310248 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $500 | 248 | |||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 3003 SOUTH STATE STREET STE 8000 | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $250 | ||||
| WIKIMEDIA FOUNDATION INC | |||||||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC CHARITIES | $100 | ||||
| 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 | $50,960 | 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 | $28,445 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,394 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,394 | 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 | $3,141 | 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 | $113,404 | $112,889 |
| INFLATION PROTECTED SEC ADM | $109,504 | $108,628 |
| SHORT TERM INV-GR ADM | $109,711 | $108,914 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EMERGING MKTS STK IDX ADM | $108,680 | $128,792 |
| EUROPEAN STOCK IDS ADM | $113,050 | $131,983 |
| PACIFIC STOCK IDX ADM | $100,249 | $128,242 |
| SMALL CAP INV-GR ADM | $138,066 | $179,402 |
| TOTAL STOCK MKT IDX ADM | $141,074 | $184,269 |
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 | $46,939 | $53,327 |
| REIT INDEX FUND ADM | AT COST | $54,548 | $54,366 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $1,203 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RICHARD ABELES | Desc |
| BOY Book Value | $7,912 | BOYBookValueAmt |
| EOY Book Value | $7,912 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $702 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |