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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$1,016,922J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 32,676 32,676  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,776
b Gross sales price for all assets on line 6a 148,738
7 Capital gain net income (from Part IV, line 2)... 22,776
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........ 55,452 55,452  
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)....... Click to see attachment 3,141 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,032 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 95 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,268 0   0
25 Contributions, gifts, grants paid....... 59,350 59,350
26 Total expenses and disbursements. Add lines 24 and 25 64,618 0   59,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,166
b Net investment income (if negative, enter -0-) 55,452
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 699 199 199
2 Savings and temporary cash investments......... 13,220 12,144 12,144
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)....... 601,119 Click to see attachment555,865 599,324
c Investments—corporate bonds (attach schedule)....... 332,619 Click to see attachment324,603 307,102
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 101,487 Click to see attachment118,166 98,153
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) 1,049,144 1,010,977 1,016,922
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 attachment0
23 Total liabilities (add lines 17 through 22)......... 7,912 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 21,089 0
29 Retained earnings, accumulated income, endowment, or other funds 1,020,143 1,010,977
30 Total net assets or fund balances (see instructions)..... 1,041,232 1,010,977
31 Total liabilities and net assets/fund balances (see instructions). 1,049,144 1,010,977
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
1,041,232
2
Enter amount from Part I, line 27a .....................
2
-9,166
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,032,066
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
21,089
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,010,977
Form 990-PF (2018)
Form 990-PF (2018)
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 VANGUARD HIGH YIELD CORP FUND ADM P 2015-01-12 2018-08-20
b VANGUARD SHORT-TERM INVEST-GR ADM P 2015-01-12 2018-08-20
c VANGUARD SMALL-CAP INDEX FUND ADM P 2015-01-12 2018-01-04
d VANGUARD PACIFIC STOCK INDEX ADM P 2015-01-12 2018-01-04
e VANGUARD EUROPEAN STOCK INDEX ADM P 2015-01-12 2018-01-04
VANGUARD TOTAL STOCK MKT IDX ADM P 2015-01-12 2018-01-04
VANGUARD INFLATION-PROTECT SEC ADM P 2015-01-12 2018-08-20
VANGUARD EMERGING MKTS STK IDX P 2015-01-12 2018-01-04
VANGUARD REAL ESTATE INDEX ADMIRAL P 2015-01-12 2018-08-20
(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 12,354   13,066 -712
b 13,756   14,111 -355
c 28,380   20,244 8,136
d 12,363   9,425 2,938
e 15,975   13,406 2,569
31,197   22,728 8,469
11,195   11,590 -395
16,357   14,148 2,209
7,161   7,244 -83
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       -712
b       -355
c       8,136
d       2,938
e       2,569
      8,469
      -395
      2,209
      -83
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 22,776
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))
2017 50,960 1,129,065 0.045135
2016 53,524 1,033,893 0.051769
2015 46,935 1,085,292 0.043246
2014 55,410 1,123,548 0.049317
2013 60,551 1,118,866 0.054118
2
Total of line 1, column (d) .....................
2
0.243585
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048717
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,144,931
5
Multiply line 4 by line 3......................
5
55,778
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
555
7
Add lines 5 and 6........................
7
56,333
8
Enter qualifying distributions from Part XII, line 4,.............
8
59,350
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 555
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........................... 3 555
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- ..... 5 555
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 680
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 121
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet121 RefundedBullet 11 0
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    1,137,716
    b
    Average of monthly cash balances.......................
    1b
    24,651
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,162,367
    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
    1,162,367
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,436
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,144,931
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    57,247
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    57,247
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    555
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    555
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    56,692
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    56,692
    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
    56,692
    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
    59,350
    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
    59,350
    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
    555
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    58,795
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 56,692
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 15,450
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 59,350
    a Applied to 2017, but not more than line 2a 15,450
    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 2018 distributable amount..... 43,900
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		12,792
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    ALAMEDA COUNTY FOOD BANK
    PO BOX 2599
    OAKLAND,CA94614     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    AMHERST COLLEGE
    PO BOX 5000
    AMHERST,MA010029982     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 700
    ASPEN SANTA FE BALLET
    550 ST MICHAELS DR B1
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    BAYMCA
    2111 MARTIN LUTHER KING JR WAY
    BERKELEY,CA94704     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    BERKELEY FOOD AND HOUSING PROJECT
    ATTN DEVELOPMENT DEPARTMENT 2362
    BANCROFT WAY
    BERKELEY,CA94704     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIESSUPPORT PUBLIC CHARITIES 500
    BERKELEY PUBLIC LIBRARY FOUNDATION
    2090 KITTREDGE STREET
    BEKELEY,CA94704     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    BERKELEY PUBLIC SCHOOLS FUND
    2020 BONAR ST 130
    BERKELEY,CA94702     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    BIKE EAST BAY
    466 WATER ST
    OAKLAND,CA94607     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    BREAKTHROUGH SANTA FE
    C/O SANTA FE PREPARATORY SCHOOL
    1101 CAMINO CRUZ BLANCA
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    CAGE FREE REPAIR
    6151 STRICKLAND AVE
    LOS ANGELES,CA90042     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    CAMP NEBAGAMON SCHOLORSHIP FUND
    PO BOX 331
    EAST TROY,WI53120     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    CAMPERSHIPS FOR NEBAGAMON
    PO BOX 331
    EAST TROY,WI53120     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    CANCER FOUNDATION FOR NEW MEXICO
    PO BOX 5038
    SANTA FE,NM87502     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    CANDLE
    UNKNOWN
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    CHANGING WORLDS
    329 W 18TH STREET SUITE 613
    CHICAGO,IL60616     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,500
    COMMUNITITIES IN SCHOOLS
    300 CATRON ST
    SANTA FE,NM87501     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    CORNELL UNIVERSITY
    BNY MELLON LOCK BOX 223623 PO BOX
    535267
    PITTSBURG,PA152539874     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    CREATIVITY FOR PEACE
    369 MONTEZUMA AVENUE NO 566
    SANTA FE,NM87501     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    CUNY GRADUATE CENTER
    365 5TH AVENUE
    NEW YORK,NY10016     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    DESTINY ARTS CENTER
    970 GRACE AVENUE
    OAKLAND,CA94608     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    DOLLARS 4 SCHOOLS
    C/O SANTA FE COMMUNITY COLLEGE PO
    BOX 1827
    SANTA FE,NM875041827     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    EAST BAY COMMUNITY MUSIC PROJECT
    PO BOX 3941
    BERKELEY,CA94703     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    ECOLOGY CENTER
    2530 SAN PABLO AVENUE
    BERKELEY,CA94702     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    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 FUND
    301 GOLD AVE SW 105
    ALBUQUERQUE,NM87102     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    ESPERANZA SHELTER SUPPORT CENTER
    3130 RUFINA ST
    SANTA FE,NM87502     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    FARM TO TABLE
    618 PASEO DE PERALTA B
    SANTA FE,NM87501     		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 1,000
    FRANCIS W PARKER SCHOOL
    DEVELOPMENT ALUMNI OFFICE 330 WEST
    WEBSTER AVENUE
    CHICAGO,IL60614     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    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 150
    HARVARD LAW SCHOOL FUND
    HARVARD LAW SCHOOL ALUMNI CENTER
    125 MT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 350
    HONDO FIRE & RESCUE
    21 SETON VILLAGE ROAD
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    KITCHEN ANGELS
    1222 SILER ROAD
    SANTA FE,NM87507     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,100
    KNME
    1200 UNIVERSITY BLVD NE
    ALBUQUERQUE,NM871021736     		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 250
    LA FAMILIA MEDICAL CENTER
    ATTN DEVELOPMENT OFFICE PO BOX 5395
    SANTA FE,NM875025395     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES;LISTTOTAL 0 2,500
    LATIN SCHOOL OF CHICAGO
    59 W NORTH BLVD
    CHICAGO,IL60610     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    LECONTE PTA
    2241 RUSSELL STREET
    BERKELEY,CA94705     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 3,500
    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 2,520
    LITERACY VOLUNTEERS OF SANTA FE
    6401 RICHARDS AVENUE
    SANTA FE,NM875084887     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 150
    LWV - SF COUNTY EDUCATIONAL FUND
    1472 ST FRANCIS DRIVE
    SANTA FE,NM87505     		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 500
    MUSEUM OF SPANISH COLONIAL ART
    750 CAMINO LEJO
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 450
    NARAL NMRIGHTS TO CHOOSE
    PO BOX 97
    ALBUQUERQUE,NM87103     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    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 2,410
    NEW ENERGY ECONOMY
    343 EAST ALAMEDA
    SANTA FE,NM875012229     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 200
    NEW MEXICANS TO PREVENT GUN VIOLENCE
    1 STATE OF NEW MEXICO
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    NEW MEXICO ENVIONMENTAL LAW CENTER
    ATTN DOUG MEIKLEJOHN 1405 LUISA
    STREET SUITE 5
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    NEW MEXICO LAND CONSERVANCY
    5430 RICHARDS AVE
    SANTA FE,NM87508     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 50
    NEW MEXICO SCHOOL FOR THE ARTS
    ATTN JULIE BERNARD GOMEZ 275 WEST
    ALAMEDA
    SANTA FE,NM87501     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 2,000
    NM COMMISSION FOR WOMEN IN THE
    1 NM COMMISSION FOR WOMEN IN THE
    SANTA FE,NM87501     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 180
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 96735
    WASHINGTON,DC200777525     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,500
    PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
    7155 E 38TH AVENUE
    DENVER,CO80207     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    PRESBYTERIAN HEALTHCARE FOUNDATION
    454 ST MICHAELS DR
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    RETHINK THE CONVERSATION
    45 W 54RTH ST STE 3C
    NEW YORK,NY10019     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    ROCKY MOUNTAIN YOUTH CORPS
    ATTN CAROL COLONIUS 1021 SALAZAR
    ROAD
    TAOS,NM875718212     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    SANTA FE BOTANICAL GARDEN
    715 CAMINO LEJO
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 140
    SANTA FE CHAMBER MUSIC FESTIVAL
    208 GRIFFIN ST
    SANTA FE,NM87501     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    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 2,000
    SANTA FE COMMUNITY COLLEGE FOUNDATION
    6401 RICHARDS AVENUE
    SANTA FE,NM87501     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 2,000
    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 100
    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 MOUNTAIN CENTER
    PO BOX 449
    SANTA FE,NM87574     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    SANTA FE MUSIC COLLECTIVE
    2232 WILDERNESS COVE
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    SANTA FE PREPARATORY SCHOOL
    1101 CAMINO DE LA CRUZ BLANCA
    SANTA FE,NM87501     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES;LISTTOTAL 450;LISTTOTAL 0 300
    SANTA FE PRO MUSICA
    PO BOX 2091
    SANTA FE,NM87504     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    SANTA FE SYMPHONY
    551 W CORDOVA RD D
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    SIDWELL FRIENDS SCHOOL
    OFFICE OF DEVELOPMENT AND ALUMNI
    RELATIONS 3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    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
    SPEAK OUT-SURJ BAY AREA
    PO BOX 22748
    OAKLAND,CA94609     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    ST ELIZABETH SHELTER
    804 ALARID STREET
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 2,000
    ST JOHN'S COLLEGE
    OFFICE OF ADVANCEMENT 1160 CAMINO
    CRUZ BLANCA
    SANTA FE,NM875014599     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    ST VINCENT HOSPITAL FOUNDATION
    ATTN ROBERT GLICK PO BOX 2107
    SANTA FE,NM875049928     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    SUSTAINABLE ECONOMICS LAW CENTER
    1428 FRANKLIN ST
    OAKLAND,CA94612     		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
    UNITED WORLD COLLEGE
    ATTN LISA DARLING POST OFFICE BOX
    248
    MONTEZUMA,NM877310248     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 500
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET STE 8000
    ANN ARBOR,MI48109     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 250
    YALE SCHOOL OF PUBLIC HEALTH
    LABORATORY OF EPIDEMIOLOGY AND
    PUBLIC HEALTH 60 COLLEGE ST
    NEW HAVEN,CT06510     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 100
    YOUTH WORKS
    1504 CERRILLOS RD
    SANTA FE,NM87505     		NONE PUBLIC CHARITY SUPPORT PUBLIC CHARITIES 1,000
    Total .................................bullet 3a 59,350
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 32,676  
    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 22,776  
    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 55,452 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    55,452
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,141 0   0

    TY 2018 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 110,034 100,592
    INFLATION PROTECTED SEC ADM 108,722 103,222
    SHORT TERM INV-GR ADM 105,847 103,288

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EMERGING MKTS STK IDX ADM 104,333 102,219
    EUROPEAN STOCK IDS ADM 105,965 101,539
    PACIFIC STOCK IDX ADM 94,885 101,014
    SMALL CAP INV-GR ADM 129,215 147,753
    TOTAL STOCK MKT IDX ADM 121,467 146,799

    TY 2018 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 65,479 50,260
    REIT INDEX FUND ADM AT COST 52,687 47,893

    TY 2018 OtherDecreasesSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Description Amount
    ADJUSTMENTS 21,089


    TY 2018 OtherExpensesSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 30 0   0
    MISC 65 0   0


    TY 2018 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 0


    TY 2018 TaxesSchedule
    Name:
    THE ABELES FOUNDATION
    EIN:
    30-0024271
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 864 0   0
    EXCISE TAXES 1,168 0   0