Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE ABELES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3730 OLD SANTA FE TRAIL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA FE, NM87505
A Employer identification number

30-0024271
B Telephone number (see instructions)

(505) 988-1115
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,012,682
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 25,271 25,271  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,564
b Gross sales price for all assets on line 6a 85,970
7 Capital gain net income (from Part IV, line 2)... 2,564
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 27,835 27,835  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,357 0   0
c Other professional fees (attach schedule).... 3,640 3,640   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,549 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,546 3,640   0
25 Contributions, gifts, grants paid....... 46,935 46,935
26 Total expenses and disbursements. Add lines 24 and 25 56,481 3,640   46,935
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -28,646
b Net investment income (if negative, enter -0-) 24,195
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,018,937 29,459 29,459
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 83,953 Click to see attachment617,305 591,157
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment310,858 298,758
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment116,622 93,308
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,102,890 1,074,244 1,012,682
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment7,912 Click to see attachment7,912
23 Total liabilities (add lines 17 through 22)......... 7,912 7,912
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,094,978 1,066,332
30 Total net assets or fund balances (see instructions)..... 1,094,978 1,066,332
31 Total liabilities and net assets/fund balances (see instructions). 1,102,890 1,074,244
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,094,978
2
Enter amount from Part I, line 27a .....................
2
-28,646
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,066,332
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,066,332
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a CHARLES SCHWAB   2014-06-30 2015-01-02
b CHARLES SCHWAB   2012-01-01 2015-01-02
c VANGUARD   2015-01-02 2015-12-31
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 27,056   28,776 -1,720
b 58,914   55,178 3,736
c       548
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -1,720
b       3,736
c       548
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 2,564
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 55,410 1,123,548 0.049317
2013 60,551 1,118,866 0.054118
2012 65,196 1,116,110 0.058414
2011 48,235 1,183,725 0.040748
2010 50,695 1,167,467 0.043423
2
Total of line 1, column (d) .....................
20.246020
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.049204
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,085,292
5
Multiply line 4 by line 3......................
5
53,401
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
242
7
Add lines 5 and 6........................
7
53,643
8
Enter qualifying distributions from Part XII, line 4.............
8
46,935
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 484
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 484
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 484
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 484
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNM
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRICHARD A ABELES Telephone no.bullet (505) 988-1115

    Located atbullet3730 OLD SANTA FE TRAILSANTA FENM ZIP+4bullet87505
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RICHARD A ABELES PRESIDENT/DIRECTOR
    2.00
    0 0 0
    3730 OLD SANTA FE TRAIL
    SANTA FE,NM87505
    KATHLEEN K ABELES VP/SECRETARY/TREASURER/DIR
    2.00
    0 0 0
    3730 OLD SANTA FE TRAIL
    SANTA FE,NM87505
    ELIZABETH A LUTZKER ASST SEC/ASST TREASURER/DI
    2.00
    0 0 0
    2594 MILVIA STREET
    BERKELEY,CA94704
    ROBERT LUTZKER VICE PRESIDENT/DIRECTOR
    2.00
    0 0 0
    2594 MILVIA STREET
    BERKELEY,CA94704
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,016,369
    b
    Average of monthly cash balances.......................
    1b
    85,450
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,101,819
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,101,819
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,527
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,085,292
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    54,265
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    54,265
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    484
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    484
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    53,781
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    53,781
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    53,781
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    46,935
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    46,935
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    46,935
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 53,781
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 6,280
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 46,935
    a Applied to 2014, but not more than line 2a 6,280
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 40,655
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    13,126
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    RICHARD ABELES
    3730 OLD SANTA FE TRAIL
    SANTA FE,NM87505
    (505) 988-1115
    bThe form in which applications should be submitted and information and materials they should include:
    NO FORMAL FORM
    cAny submission deadlines:
    NONE NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DONEE MUST BE A QUALIFIED 501(C)(3) ORGANIZATION
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    350ORG
    20 JAY ST SUITE 1010
    BROOKLYN,NY11201
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    ALAMEDA COUNTY FOOD BANK
    PO BOX 2599
    OAKLAND,CA94614
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 300
    AMY BIEHL FOUNDATION
    PO BOX 2926
    NEWPORT BEACH,CA92659
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    BANANAS
    5232 CLAREMONT AVENUE
    OAKLAND,CA94618
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    BAYMCA
    2111 MARTIN LUTHER KING JR WAY
    BERKELEY,CA94704
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    BERKELEY FOOD AND HOUSING PROJECT
    ATTN DEVELOPMENT DEPARTMENT 2362
    BANCROFT WAY
    BERKELEY,CA94704
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIESSUPPORT PUBLIC CHARITIES 200
    BERKELEY PARENTS NETWORK
    2930 DOMINGO STREET SUITE 174
    BERKELEY,CA94705
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    BERKELEY PUBLIC LIBRARY FOUNDATION
    2090 KITTREDGE STREET
    BEKELEY,CA94704
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    BIENVENIDOS OUTREACH INC
    PO BOX 5873
    SANTA FE,NM87502
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    BIG BROTHERS-BIG SISTERS OF NORTHERN NEW MEXICO
    1229 SOUTH ST FRANCIS DRIVE SUITE C
    SANTA FE,NM87505
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    BIKE EAST BAY
    466 WATER ST
    OAKLAND,CA94607
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    BIRTHWAYS
    1600 SHATTUCK AVENUE SUITE 122
    BERKELEY,CA94709
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    BOYS AND GIRLS CLUB OF SANTA FE
    PO BOX 2403
    SANTA FE,NM87504
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    BREAKTHROUGH SANTA FE
    C/O SANTA FE PREPARATORY SCHOOL
    1101 CAMINO CRUZ BLANCA
    SANTA FE,NM87505
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 400
    CAMP NEBAGAMON SCHOLORSHIP FUND
    PO BOX 331
    EAST TROY,WI53120
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    CAMPERSHIPS FOR NEBAGAMON
    PO BOX 331
    EAST TROY,WI53120
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    CANCER FOUNDATION FOR NEW MEXICO
    PO BOX 5038
    SANTA FE,NM87502
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 650
    CASA
    707 BROADWAY NE
    ALBUQUERQUE,NM87102
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    CHICAGO CHILDREN'S CHOIR
    78 EAST WASHINGTON ST 5TH FL
    CHICAGO,IL60602
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    COMPASSION BEYOND BORDERS
    ATTN CAORL WARREN PO BOX 22991
    SANTA FE,NM87502
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    CREATIVITY FOR PEACE
    369 MONTEZUMA AVENUE NO 566
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 300
    CYSTIC FIBROSIS RESEARCH INC
    2672 BAYSHORE PKWY SUITE 520
    MOUNTAIN VIEW,CA940431012
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 50
    DOLLARS 4 SCHOOLS
    C/O SANTA FE COMMUNITY COLLEGE PO
    BOX 1827
    SANTA FE,NM875041827
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    ECOLOGY CENTER
    2530 SAN PABLO AVENUE
    BERKELEY,CA94702
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    ELKS CLUB OF SANTA FE
    1615 OLD PECOS TRAIL
    SANTA FE,NM87505
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    EMPTY STOCKING FUND
    C/O SANTA FE COMMUNITY COLLEGE PO
    BOX 1827
    SANTA FE,NM875041827
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    EQUAL ACCESS TO JUSTICE INC
    PO BOX 25941
    ALBUQUERQUE,NM871255941
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    FAMILY VIOLENCE APPELLATE PROJECT
    2850 TELEGRAPH AVENUE
    BERKELEY,CA94705
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    FIRST SERVE - NEW MEXICO
    PO BOX 31904
    SANTA FE,NM875041904
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    FOOD DEPOT
    1222 SILER ROAD
    SANTA FE,NM87507
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 400
    FRIENDS OF THE SANTA FE PUBLIC LIBRARY
    145 WASHINGTON AVENUE
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 150
    GEORGIA O'KEEFFE MUSEUM
    217 JOHNSON STREET
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    HAVEN FREE CLINIC
    C/O YALE MEDICAL SCHOOL STUDENT
    AFFAIRS 367 CEDAR STREET ESH 215
    NEW HAVEN,CT06510
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    HONDO FIRE & RESCUE
    21 SETON VILLAGE ROAD
    SANTA FE,NM87505
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 50
    JEWISH COMMUNITY COUNCIL OF NNM
    660 TOTAVI STREET
    LOS ALAMOS,NM875440060
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    JEWISH COUNCIL HOUSING ASSOC
    660 TOTAVI STREET
    LOS ALAMOS,NM87544
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 50
    KITCHEN ANGELS
    1222 SILER ROAD
    SANTA FE,NM87507
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 400
    KNME
    1200 UNIVERSITY BLVD NE
    ALBUQUERQUE,NM871021736
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    KQED
    2601 MARIPOSA STREET
    SAN FRANCISCO,CA941101426
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    KSFR
    C/O SANTA FE COMMUNITY COLLEGE 6401
    RICHARDS AVENUE
    SANTA FE,NM87508
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 225
    LA FAMILIA MEDICAL CENTER
    ATTN DEVELOPMENT OFFICE PO BOX 5395
    SANTA FE,NM875025395
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES;LISTTOTAL 0 2,000
    LECONTE PTA
    2241 RUSSELL STREET
    BERKELEY,CA94705
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 2,000
    LEGAL INFORMATION INSTITUE - CORNELL UNIVERSITY
    BOX 223623
    PITTSBURGH,PA152512623
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 150
    LENSIC PERFORMING ARTS CENTER
    ATTN DEVELOPMENT OFFICE 121 WEST
    SAN FRANCISCO STREET
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES;LISTTOTAL 6250;LISTTOTAL 0 6,740
    LIFELONG MEDICAL CARE
    PO BOX 11247
    BEKELEY,CA94712
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    LITERACY VOLUNTEERS OF SANTA FE
    6401 RICHARDS AVENUE
    SANTA FE,NM875084887
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 150
    LIVABLE BERKELEY
    1442 A WALNUT STREET 202
    BERKELEY,CA94709
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    LWV - SF COUNTY EDUCATIONAL FUND
    1472 ST FRANCIS DRIVE
    SANTA FE,NM87505
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    MATCH NEW MEXICO
    PO BOX 4421
    SANTA FE,NM87502
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    MILITARY RELIGIOUS FREEDOM FOUNDATION
    13170-B CENTRAL AVE SE SUITE 255
    ALBUQUERQUE,NM87123
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    MUSEUM OF NEW MEXICO FOUNDATION
    PO BOX 2065
    SANTA FE,NM875042065
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,600
    NARAL NMRIGHTS TO CHOOSE
    PO BOX 97
    ALBUQUERQUE,NM87103
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    NATIONAL ASSOC OF GIFTED CHILDREN
    1331 H STREET NW SUITE 1001
    WASHINGTON,DC20005
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 245
    NATIONAL DANCE INSTITUTE OF NEW MEXICO
    ATTN KATHERINE OPPENHEIMER 1140
    ALTO STREET
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES;LISTTOTAL 1860;LISTTOTAL 0 1,250
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    1785 MASSACHUSETTS AVE NW
    WASHINGTON,DC200362117
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    NEW ENERGY ECONOMY
    343 EAST ALAMEDA
    SANTA FE,NM875012229
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    NEW MEXICO COMMUNITY FOUNDATION
    ATTN JENNY PARKS 502 WEST CORODOVA
    ROAD SUITE 1
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    NEW MEXICO ENVIONMENTAL LAW CENTER
    ATTN DOUG MEIKLEJOHN 1405 LUISA
    STREET SUITE 5
    SANTA FE,NM87505
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    ONE NEW MEXICO
    PO BOX 7815
    ALBUQUERQUE,NM87194
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    PARTNERS IN HEALTH
    800 BOYLSTON STREET SUITE 1400
    BOSTON,MA02199
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    PERFORMANCE SANTA FE
    OPEN
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    PET MATCHMAKER RESCUE
    31 JORIE LANE
    WALPOLE,MA02087
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 96735
    WASHINGTON,DC200777525
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 150
    PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
    7155 E 38TH AVENUE
    DENVER,CO80207
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    ROBERTO CLEMENTE RANCHO SANTA ANA HEALTH CLINIC
    105 WEST MONUMENT STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    ROCKY MOUNTAIN YOUTH CORPS
    ATTN CAROL COLONIUS 1021 SALAZAR
    ROAD
    TAOS,NM875718212
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 750
    SANTA FE CHAMBER MUSIC FESTIVAL
    208 GRIFFIN ST
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    SANTA FE CHILDREN'S MUSEUM
    ATTN ANNA MARIE TUTERA MANRIQUEZ
    1050 OLD PECOS TRAIL
    SANTA FE,NM87505
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES;LISTTOTAL 7500;LISTTOTAL 0 800
    SANTA FE COMMUNITY COLLEGE FOUNDATION
    6401 RICHARDS AVENUE
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    SANTA FE COMMUNITY FOUNDATION
    PO BOX 1827
    SANTA FE,NM875041827
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES;LISTTOTAL 1150;LISTTOTAL 0 1,000
    SANTA FE COUNCIL ON INTERNATIONAL RELATIONS
    413 GRANT AVENUE D
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    SANTA FE FARMERS MARKET INSTITUTE
    ATTN SARAH NOSS 1607 PASEO DE
    PERALTA SUITE A
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    SANTA FE INSTITUTE
    ATTN VALERIE PLAME WILSON 1399 HYDE
    PARD ROAD
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    SANTA FE MOUNTAIN CENTER
    PO BOX 449
    SANTA FE,NM87574
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    SANTA FE PRO MUSICA
    PO BOX 2091
    SANTA FE,NM87504
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    SHRINE CIRCUS FUND
    4133 SADDLEWOOD TRAIL SE
    RIO RANCHO,NM87124
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 50
    SOLACE CRISIS TREATMENT CENTER
    6601 VALENTINE WAY
    SANTA FE,NM87507
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    SOUTHWEST CARE CENTER
    649 HARKLE ROAD SUITE E
    SANTA FE,NM87505
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    SPANISH COLONIAL ART SOCIETY
    ATTN DONNA PEDACE PO BOX 5378
    SANTA FE,NM875025378
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    ST ELIZABETH SHELTER
    804 ALARID STREET
    SANTA FE,NM87505
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 775
    ST VINCENT HOSPITAL FOUNDATION
    ATTN ROBERT GLICK PO BOX 2107
    SANTA FE,NM875049928
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,300
    TEMPLE BETH SHALOM
    205 E BARCELONA
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    TEXAS TECH SCHOLARSHIP OFFICE
    BOX 45011
    LUBBOCK,TX794095011
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIESSUPPORT PUBLIC CHARITIES 5,000
    THE CHILDRENS MOVEMENT OF FLORIDA
    3250 SW THIRD AVENUE
    MIAMI,FL33129
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    THE HOSPICE CENTER
    1303 CERRILLOS RD
    SANTA FE,NM87507
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 50
    THE SANTA FE HIGH SCHOOL THEATRE
    2100 YUCCA RD
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    THINK NEW MEXICO
    ATTN FRED NATHAN 1227 PASEO DE
    PERALTA
    SANTA FE,NM875012758
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES;LISTTOTAL 1500;LISTTOTAL 0 1,000
    UNITED WAY OF SANTA FE COUNTY
    440 CERRILLOS RD
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 5,000
    WAREHOUSE 21
    ATTN ANA MARIA GALLEGOS 7 REINHARDT
    1614 PASEO DE PERALTA
    SANTA FE,NM87501
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC200908204
    NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    Total .................................bullet 3a 46,935
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....     14 25,271  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 2,564  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 27,835 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1327,835
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,357 0   0

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HIGH-YLD CORP FUND ADM 106,068 98,662
    INFLATION PROTECTED SEC ADM 102,874 99,509
    SHORT TERM INV-GR ADM 101,916 100,587

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ARTISAN INTL VALUE 0 0
    HARBOR INTL FD 0 0
    HARDING LOEVENER EMERGING MKT 0 0
    MATTHEWS ASIAN GROWTH & INCOME 0 0
    OAKMARK INTL FD 0 0
    PORTFOLIO 21 0 0
    BERWYN FUND 0 0
    EMERGING MKTS STK IDX ADM 111,546 92,789
    EUROPEAN STOCK IDS ADM 99,478 97,169
    PACIFIC STOCK IDX ADM 100,836 101,142
    SMALL CAP INV-GR ADM 152,293 147,094
    TOTAL STOCK MKT IDX ADM 153,152 152,963

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PRECIOUS METALS & MINING AT COST 61,486 41,727
    REIT INDEX FUND ADM AT COST 55,136 51,581

    TY 2015 OtherLiabilitiesSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO RICHARD ABELES 7,912 7,912


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 3,640 3,640   0


    TY 2015 TaxesSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER TAXES 2,549 0   0