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 10-01-2018 , and ending 09-30-2019
Name of foundation
ABELE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 WALNUT STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19106
A Employer identification number

45-3795823
B Telephone number (see instructions)

(856) 988-6176
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$43,418,009
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) 460,984
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,700,818 1,700,818  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 162,693
b Gross sales price for all assets on line 6a 11,690,006
7 Capital gain net income (from Part IV, line 2)... 162,693
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........ 2,324,495 1,863,511  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 346,000     346,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 235,129 100,029   135,100
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 43,632 451    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 800     800
23 Other expenses (attach schedule)....... 710,508 692,920   17,560
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,336,069 793,400   499,460
25 Contributions, gifts, grants paid....... 1,629,553 1,629,553
26 Total expenses and disbursements. Add lines 24 and 25 2,965,622 793,400   2,129,013
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -641,127
b Net investment income (if negative, enter -0-) 1,070,111
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.............   97,811 97,811
2 Savings and temporary cash investments......... 382,706 758,568 758,568
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)....... 12,053,809 Click to see attachment1,582,759 1,582,759
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 31,654,735 Click to see attachment40,978,871 40,978,871
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) 44,091,250 43,418,009 43,418,009
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)    
23 Total liabilities (add lines 17 through 22).........   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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 44,091,250 43,418,009
30 Total net assets or fund balances (see instructions)..... 44,091,250 43,418,009
31 Total liabilities and net assets/fund balances (see instructions). 44,091,250 43,418,009
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
44,091,250
2
Enter amount from Part I, line 27a .....................
2
-641,127
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
705,725
4
Add lines 1, 2, and 3 ..........................
4
44,155,848
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
737,839
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
43,418,009
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 191 SHS ADP INC P 2017-06-26 2019-08-20
b 74 SHS PHILIP MORRIS INTL INC P 2017-03-23 2019-06-26
c 63 SHS JOHNSON & JOHNSON P 2017-11-21 2019-06-26
d 79 SHS ABBOTT LABS P 2017-06-26 2019-06-26
e 2578.336 SHS RIVERPARK STRTG INC FD P 2017-08-02 2019-09-11
400 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
100 SHS ISHARES TR RUSSELL 2000 ETF P 2017-11-17 2019-06-26
200 SHS ISHARES TR CORE S&P 500 ETF P 2017-11-17 2019-06-26
15142.672 SHS WESTWOOD INC OPPORTUNI P 2017-05-23 2019-06-11
9 SHS ADP INC P 2017-03-23 2019-08-20
167 SHS PHILIP MORRIS INTL INC P 2017-06-26 2019-06-26
81 SHS JOHNSON & JOHNSON P 2018-01-22 2019-06-26
79 SHS ABBOTT LABS P 2017-11-21 2019-06-26
18029.35 SHS RIVERPARK STRTG INC FD P 2017-08-18 2019-09-11
200 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
300 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
100 SHS ISHARES TR RUSSELL 2000 ETF P 2017-11-17 2019-06-26
169 SHS ISHARES TR CORE S&P 500 ETF P 2017-11-17 2019-06-26
15113.269 SHS WESTWOOD INC OPPORTUNI P 2017-06-21 2019-06-11
80 SHS GLOBAL PMTS INC P 2019-01-10 2019-08-19
5 SHS OMNICOM GROUP INC P 2017-06-26 2019-06-26
46 SHS ILLINOIS TOOL WORKS INC P 2017-06-26 2019-06-26
119 SHS ABBOTT LABS P 2018-01-22 2019-06-26
17748.691 SHS RIVERPARK STRTG INC FD P 2017-02-17 2019-09-11
8105 SHS VANGUARD TOT INTL STK IND F P 2018-02-28 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
200 SHS VANGUARD TOT INTL STK IND FD P 2018-01-19 2019-06-26
4 SHS ISHARES TR RUSSELL 2000 ETF P 2017-10-20 2019-06-26
600 SHS ISHARES TR CORE S&P 500 ETF P 2017-11-17 2019-06-26
423.275 SHS WESTWOOD INC OPPORTUNITY P 2017-08-18 2019-06-11
91 SHS DOLLAR GEN CORP P 2017-06-26 2019-08-19
244 SHS OMNICOM GROUP INC P 2017-03-23 2019-06-26
109 SHS ILLINOIS TOOL WORKS INC P 2018-01-22 2019-06-26
298 SHS AFLAC INC P 2017-11-21 2019-06-26
1047.12 SHS RIVERPARK STRTG INC FD P 2017-09-22 2019-09-11
1981 SHS VANGUARD TOT INTL STK IND F P 2018-01-19 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
1964.798 SHS PARNASSUS CORE EQUITY F P 2017-12-20 2019-06-26
100 SHS ISHARES TR RUSSELL 2000 ETF P 2017-10-20 2019-06-26
442 SHS ISHARES TR CORE S&P 500 ETF P 2017-12-20 2019-06-26
4014.599 SHS DEER PARK TOT RETURN CR P 2019-04-10 2019-06-05
32 SHS DOLLAR GEN CORP P 2017-11-21 2019-08-19
250 SHS OCCIDENTAL PETE CORP P 2018-01-22 2019-06-26
61 SHS GRAINGER WW INC P 2018-01-22 2019-06-26
98 SHS AFLAC INC P 2018-01-22 2019-06-26
17730.126 SHS RIVERPARK STRTG INC FD P 2017-06-21 2019-09-11
2060 SHS VANGUARD TOT INTL STK IND F P 2017-12-20 2019-06-26
200 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
10271.627 SHS PARNASSUS CORE EQUITY P 2017-10-20 2019-06-26
400 SHS ISHARES TR RUSSELL 2000 ETF P 2017-10-20 2019-06-26
400 SHS ISHARES TR CORE S&P 500 ETF P 2018-02-28 2019-06-26
84922.846 SHS DEER PARK TOT RETURN C P 2018-01-19 2019-06-05
190 SHS ABBOTT LABS P 2017-06-26 2019-08-19
201 SHS MICROCHIP TECHNOLOGY INC P 2018-01-22 2019-06-26
102 SHS GLOBAL PMTS INC P 2019-01-10 2019-06-26
36 SHS ADP INC P 2017-03-23 2019-05-10
17711.599 SHS RIVERPARK STRTG INC FD P 2017-03-20 2019-09-11
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
400 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
2234.138 SHS PARNASSUS CORE EQUITY F P 2018-01-19 2019-06-26
275 SHS ISHARES TR RUSSELL 2000 ETF P 2018-02-28 2019-06-26
1389 SHS ISHARES TR CORE S&P 500 ETF P 2017-09-22 2019-06-26
25475.842 SHS CREDIT SUISSE FLTG RAT P 2017-08-18 2019-02-14
101 SHS UNITEDHEALTH GROUP INC P 2018-01-22 2019-06-26
105 SHS MERCK & CO INC P 2017-07-28 2019-06-26
201 SHS DOLLAR GEN CORP P 2017-11-21 2019-06-26
93 SHS ADP INC P 2017-11-21 2019-05-10
13955.214 SHS RIVERPARK STRTG INC FD P 2017-05-23 2019-09-11
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
166 SHS VANGUARD TOT INTL STK IND FD P 2018-01-19 2019-06-26
8495.3394 SHS MATTHEWS ASIAN GROW/IN P 2017-12-20 2019-06-26
20 SHS ISHARES TR RUSSELL 2000 ETF P 2017-09-22 2019-06-26
100 SHS ISHARES TR CORE S&P 500 ETF P 2017-11-17 2019-06-26
1756.955 SHS CREDIT SUISSE FLTG RATE P 2018-08-23 2019-02-14
58 SHS 3M CO P 2018-01-22 2019-06-26
175 SHS MERCK & CO INC P 2017-06-26 2019-06-26
7 SHS DOLLAR GEN CORP P 2018-01-22 2019-06-26
234 SHS ABBOTT LABS P 2018-01-22 2019-04-12
963.247 SHS VANGUARD MID-CAP IND FD P 2017-09-22 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
300 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
21232.9078 SHS MATTHEWS ASIAN GROW/I P 2017-08-18 2019-06-26
41 SHS ISHARES TR RUSSELL 2000 ETF P 2017-11-17 2019-06-26
100 SHS ISHARES TR CORE S&P 500 ETF P 2017-11-17 2019-06-26
24780.702 SHS CREDIT SUISSE FLTG RAT P 2017-06-21 2019-02-14
78 SHS STATE STR CORP P 2017-06-26 2019-06-26
48 SHS MARSH & MCLENNAN COS INC P 2018-01-22 2019-06-26
559 SHS CONAGRA BRANDS INC P 2018-09-13 2019-06-26
438 SHS AFLAC INC P 2018-01-22 2019-02-19
1945.295 SHS VANGUARD MID-CAP IND FD P 2017-10-20 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
88 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
7243.8128 SHS MATTHEWS ASIAN GROW/IN P 2017-08-02 2019-06-26
100 SHS ISHARES TR RUSSELL 2000 ETF P 2017-11-17 2019-06-26
100 SHS ISHARES TR CORE S&P 500 ETF P 2017-11-17 2019-06-26
1754.386 SHS CREDIT SUISSE FLTG RATE P 2017-09-22 2019-02-14
223 SHS STATE STR CORP P 2017-11-21 2019-06-26
213 SHS MARSH & MCLENNAN COS INC P 2017-11-21 2019-06-26
127 SHS CHEVRON CORP P 2018-01-22 2019-06-26
102 SHS PROCTER & GAMBLE CO P 2017-11-21 2019-01-10
1944.668 SHS VANGUARD MID-CAP IND FD P 2017-11-17 2019-06-26
20 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
500 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
14927.345 SHS COHO RELATIVE VAL EQUI P 2018-08-23 2019-06-26
310 SHS ISHARES TR RUSSELL 2000 ETF P 2017-12-20 2019-06-26
1137 SHS ISHARES TR CORE S&P 500 ETF P 2018-02-28 2019-06-26
2919.708 SHS CREDIT SUISSE FLTG RATE P 2017-12-20 2019-02-14
52 SHS STATE STR CORP P 2018-01-22 2019-06-26
187 SHS LOWES COS INC P 2017-03-23 2019-06-26
348 SHS CVS HEALTH CORP P 2018-01-22 2019-06-26
121 SHS PROCTER & GAMBLE CO P 2017-06-26 2019-01-10
1895.784 SHS VANGUARD MID-CAP IND FD P 2017-12-20 2019-06-26
1000 SHS VANGUARD TOT INTL STK IND F P 2018-01-19 2019-06-26
500 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
987.356 SHS LONGLEAF PARTNERS SMALL- P 2017-03-20 2019-06-26
181 SHS ISHARES TR RUSSELL 2000 ETF P 2017-12-20 2019-06-26
53310.105 SHS WCM FOCUSED INT'L GROW P 2018-02-28 2019-06-26
24708.455 SHS CREDIT SUISSE FLTG RAT P 2017-02-17 2019-02-14
67 SHS SMUCKER J M CO P 2018-01-22 2019-06-26
42 SHS LOWES COS INC P 2018-01-22 2019-06-26
72 SHS ADP INC P 2017-03-23 2019-06-26
124 SHS PROCTER & GAMBLE CO P 2017-03-23 2019-01-10
1392.148 SHS VANGUARD MID-CAP IND FD P 2018-02-28 2019-06-26
80 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
500 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
2535.852 SHS LONGLEAF PARTNERS SMALL P 2017-06-21 2019-06-26
319 SHS ISHARES TR RUSSELL 2000 ETF P 2018-01-19 2019-06-26
2807.555 SHS CONESTOGA SMALL CAP FUN P 2018-02-28 2019-06-26
24708.455 SHS CREDIT SUISSE FLTG RAT P 2017-03-20 2019-02-14
123 SHS SMUCKER J M CO P 2017-03-23 2019-06-26
127 SHS KROGER CO P 2019-05-10 2019-06-26
145 SHS AMGEN INC P 2018-01-22 2019-06-26
131 SHS PROCTER & GAMBLE CO P 2018-01-22 2019-01-10
13.892 SHS VANGUARD MID-CAP IND FD P 2018-01-19 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
500 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
101.525 SHS LONGLEAF PARTNERS SMALL- P 2018-01-19 2019-06-26
100 SHS ISHARES TR CORE S&P 500 ETF P 2017-11-17 2019-06-26
3293.808 SHS WESTWOOD INC OPPORTUNIT P 2019-04-10 2019-06-11
24708.455 SHS CREDIT SUISSE FLTG RAT P 2017-05-23 2019-02-14
226 SHS ROYAL DUTCH SHELL P 2018-01-22 2019-06-26
693 SHS KROGER CO P 2018-01-22 2019-06-26
228 SHS AMERISOURCE BERGEN CORP P 2018-01-22 2019-06-26
4 SHS ADP INC P 2017-11-21 2018-10-26
500 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
200 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
50 SHS ISHARES TR RUSSELL 2000 ETF P 2017-11-17 2019-06-26
100 SHS ISHARES TR CORE S&P 500 ETF P 2017-11-17 2019-06-26
15211.726 SHS WESTWOOD INC OPPORTUNI P 2017-03-20 2019-06-11
24087.669 SHS CREDIT SUISSE FLTG RAT P 2017-08-02 2019-02-14
232 SHS ROSS STORES INC P 2018-11-30 2019-06-26
34 SHS JOHNSON & JOHNSON P 2017-06-26 2019-06-26
304 SHS ALTRIA GROUP INC P 2018-03-05 2019-06-26
152 SHS ADP INC P 2018-01-22 2018-10-26
500 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
100 SHS VANGUARD TOT INTL STK IND FD P 2018-02-28 2019-06-26
100 SHS ISHARES TR RUSSELL 2000 ETF P 2017-11-17 2019-06-26
163 SHS ISHARES TR CORE S&P 500 ETF P 2017-11-17 2019-06-26
15182.055 SHS WESTWOOD INC OPPORTUNI P 2017-02-17 2019-06-11
(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 32,103   19,456 12,647
b 5,720   8,398 -2,678
c 8,918   8,743 175
d 6,558   3,886 2,672
e 23,643   24,597 -954
20,983   22,840 -1,857
5,246   5,709 -463
5,246   5,710 -464
15,106   14,852 254
58,579   51,954 6,625
234,409   233,500 909
1,513   930 583
12,909   19,991 -7,082
11,466   11,952 -486
6,558   4,421 2,137
165,329   172,000 -6,671
10,492   11,420 -928
5,246   5,709 -463
15,738   17,130 -1,392
15,106   14,852 254
49,499   43,902 5,597
233,953   233,500 453
12,854   8,716 4,138
403   411 -8
6,927   6,691 236
9,879   7,051 2,828
162,756   169,500 -6,744
425,177   462,798 -37,621
5,246   5,709 -463
10,492   11,994 -1,502
604   600 4
175,736   155,864 19,872
6,552   6,557 -5
12,595   6,445 6,150
19,675   20,624 -949
16,414   18,846 -2,432
16,143   12,743 3,400
9,602   10,000 -398
103,921   118,790 -14,869
5,246   5,709 -463
91,106   85,018 6,088
15,106   15,007 99
129,459   119,140 10,319
44,562   44,010 552
4,429   2,754 1,675
12,678   19,374 -6,696
16,216   13,975 2,241
5,309   4,285 1,024
162,585   169,500 -6,915
108,065   116,670 -8,605
10,492   11,418 -926
476,288   450,010 26,278
60,426   60,032 394
117,157   110,049 7,108
942,634   951,774 -9,140
16,280   9,346 6,934
17,501   19,719 -2,218
16,180   11,113 5,067
5,710   3,721 1,989
162,415   169,500 -7,085
5,246   5,708 -462
20,983   22,836 -1,853
103,595   100,010 3,585
41,543   41,574 -31
406,829   350,099 56,730
169,667   173,965 -4,298
24,654   24,581 73
8,776   6,687 2,089
27,554   17,296 10,258
14,752   10,327 4,425
127,969   133,831 -5,862
5,246   5,708 -462
8,708   9,955 -1,247
130,741   145,868 -15,127
3,021   2,887 134
29,289   25,977 3,312
11,701   12,010 -309
9,968   14,349 -4,381
14,627   11,572 3,055
960   714 246
18,397   13,865 4,532
195,838   174,121 21,717
5,246   5,708 -462
15,738   17,127 -1,389
326,770   365,000 -38,230
6,194   6,089 105
29,289   25,977 3,312
165,038   169,437 -4,399
4,312   6,838 -2,526
4,693   3,954 739
16,090   21,218 -5,128
21,452   19,153 2,299
395,497   362,010 33,487
5,246   5,708 -462
4,616   5,024 -408
111,480   126,115 -14,635
15,106   14,852 254
29,289   25,977 3,312
11,684   12,008 -324
12,327   20,859 -8,532
20,827   17,722 3,105
15,795   16,817 -1,022
9,312   9,047 265
395,369   362,010 33,359
1,049   1,142 -93
26,229   28,545 -2,316
209,123   226,010 -16,887
46,830   47,634 -804
333,019   312,815 20,204
19,445   20,010 -565
2,875   5,630 -2,755
18,628   15,449 3,179
18,771   28,084 -9,313
11,047   10,818 229
385,430   362,010 23,420
52,459   59,968 -7,509
26,229   28,545 -2,316
23,151   28,065 -4,914
27,343   27,812 -469
917,991   843,903 74,088
164,557   169,396 -4,839
7,767   8,505 -738
4,184   4,483 -299
11,736   7,442 4,294
11,321   11,272 49
283,036   267,010 16,026
4,197   4,567 -370
26,229   28,545 -2,316
59,459   72,510 -13,051
48,190   50,017 -1,827
164,990   138,024 26,966
164,557   169,400 -4,843
14,259   16,422 -2,163
2,711   3,215 -504
26,541   27,845 -1,304
11,960   11,987 -27
2,824   2,777 47
5,246   5,709 -463
26,229   28,545 -2,316
2,380   2,907 -527
29,289   25,977 3,312
50,988   50,000 988
164,557   169,426 -4,869
14,959   16,008 -1,049
14,793   20,487 -5,694
19,151   23,353 -4,202
543   444 99
26,229   28,550 -2,321
5,246   5,709 -463
10,492   11,418 -926
7,553   7,426 127
29,289   25,977 3,312
235,478   233,500 1,978
160,422   165,208 -4,786
23,828   20,352 3,476
4,813   4,637 176
14,570   19,089 -4,519
20,653   18,566 2,087
26,229   28,550 -2,321
5,246   5,709 -463
5,246   5,710 -464
15,106   14,852 254
47,742   42,342 5,400
235,018   233,500 1,518
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       12,647
b       -2,678
c       175
d       2,672
e       -954
      -1,857
      -463
      -464
      254
      6,625
      909
      583
      -7,082
      -486
      2,137
      -6,671
      -928
      -463
      -1,392
      254
      5,597
      453
      4,138
      -8
      236
      2,828
      -6,744
      -37,621
      -463
      -1,502
      4
      19,872
      -5
      6,150
      -949
      -2,432
      3,400
      -398
      -14,869
      -463
      6,088
      99
      10,319
      552
      1,675
      -6,696
      2,241
      1,024
      -6,915
      -8,605
      -926
      26,278
      394
      7,108
      -9,140
      6,934
      -2,218
      5,067
      1,989
      -7,085
      -462
      -1,853
      3,585
      -31
      56,730
      -4,298
      73
      2,089
      10,258
      4,425
      -5,862
      -462
      -1,247
      -15,127
      134
      3,312
      -309
      -4,381
      3,055
      246
      4,532
      21,717
      -462
      -1,389
      -38,230
      105
      3,312
      -4,399
      -2,526
      739
      -5,128
      2,299
      33,487
      -462
      -408
      -14,635
      254
      3,312
      -324
      -8,532
      3,105
      -1,022
      265
      33,359
      -93
      -2,316
      -16,887
      -804
      20,204
      -565
      -2,755
      3,179
      -9,313
      229
      23,420
      -7,509
      -2,316
      -4,914
      -469
      74,088
      -4,839
      -738
      -299
      4,294
      49
      16,026
      -370
      -2,316
      -13,051
      -1,827
      26,966
      -4,843
      -2,163
      -504
      -1,304
      -27
      47
      -463
      -2,316
      -527
      3,312
      988
      -4,869
      -1,049
      -5,694
      -4,202
      99
      -2,321
      -463
      -926
      127
      3,312
      1,978
      -4,786
      3,476
      176
      -4,519
      2,087
      -2,321
      -463
      -464
      254
      5,400
      1,518
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 2 162,693
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 -6,448
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 1,390,022 43,241,525 0.032146
2016 108,850 30,755,388 0.003539
2015 31,122 737,463 0.042201
2014 9,189 151,458 0.060670
2013 12,563 73,397 0.171165
2
Total of line 1, column (d) .....................
2
0.309721
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
0.061944
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
42,354,925
5
Multiply line 4 by line 3......................
5
2,623,633
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,701
7
Add lines 5 and 6........................
7
2,634,334
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,129,013
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 21,402
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  
3 Add lines 1 and 2........................... 3 21,402
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,402
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 25,120
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 25,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 69
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 3,649
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,649 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
    Yes
     
    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)
    bullet
    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 ofbulletWILBERT D ABELE Telephone no.bullet (856) 988-6176

    Located atbullet500 WALNUT STREETPHILADELPHIAPA ZIP+4bullet19106
    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
     
    No
    ........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
     
     
    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
    WILBERT D ABELE FOUNDING DIR
    40.00
    346,000 0 0
    500 WALNUT STREET
    PHILADELPHIA,PA19106
    JOAN ABELE DIRECTOR
    0.80
    0 0 0
    500 WALNUT STREET
    PHILADELPHIA,PA19106
    KAREN E SCHEU DIRECTOR
    0.80
    0 0 0
    707 NICHOLAS LANE
    COCKEYSVILLE,MD21030
    NINA B STRYKER DIRECTOR
    0.40
    0 0 0
    26 KULP ROAD EAST
    CHALFONT,PA18914
    EDWARD ABELE DIRECTOR
    0.80
    0 0 0
    500 WALNUT STREET
    PHILADELPHIA,PA19106
    TED PIOTROWICZ DIRECTOR
    0.80
    0 0 0
    401 PLYMOUTH ROAD SUITE 150
    PLYMOUTH MEETING,PA19462
    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  
    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
    LEGACY ADVISORS ADVISOR 100,000
    401 PLYMOUTH RD SUITE 150
    PLYMOUTH MEETING,PA19462
    Total number of others receiving over $50,000 for professional services.............bullet  
    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  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    38,670,055
    b
    Average of monthly cash balances.......................
    1b
    1,403,803
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,926,066
    d
    Total (add lines 1a, b, and c).........................
    1d
    42,999,924
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    42,999,924
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    644,999
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    42,354,925
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,117,746
    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
    2,117,746
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    21,402
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    21,402
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,096,344
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,096,344
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,096,344
    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
    2,129,013
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    2,129,013
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,129,013
    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 2,096,344
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 2,112,467
    b Total for prior years:20, 20, 20  
    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........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,129,013
    a Applied to 2017, but not more than line 2a 2,112,467
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 16,546
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    2,079,798
    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) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
     
    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).)
    WILBERT D ABELE
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ANCHOR HOUSE
    PO BOX 2357
    TRENTON,NJ08607
      PC OPERATING FUNDS 1,000
    BOYS LATIN
    822 W LAKE AVE
    BALTIMORE,MD21210
      PC OPERATING FUNDS 2,500
    CHESTER COUNTY FAMILY ACADEMY FOUND
    530 E UNION ST
    WEST CHESTER,PA19382
      PC FOOD SECURITY PROGRAM 31,500
    CHEWONKI FOUNDATION
    485 CHEWONKI NECK ROAD
    WISCASSET,ME04578
      PC OPERATING FUNDS/SCHOLARSHIP 21,000
    G FRED DIBONA MEMORIAL FOUNDATION
    PO BOX 315
    GLADWYNE,PA19035
      PC FRED'S FOOTSTEPS 10,000
    GRATZ COLLEGE
    7605 OLD YORK RD
    MELROSE PARK,PA19027
      PC HOLOCAUST TEACH-IN 540
    HADDONFIELD FRIENDS
    47 N HADDON AVE
    HADDONFIELD,NJ08033
      PC SCHOLARSHIP 1,000
    INSTITUTE OF NOTRE DAME
    901 AISQUITH ST
    BALTIMORE,MD21202
      PC SAFE 1,500
    SAFE ALTERNATIVE FOR EDUCATION
    1501 W LEXINGTON AVE
    BALTIMORE,MD21223
      PC OPERATING FUNDS 2,240
    LEGACY FOUNDATION
    401 PLYMOUTH RD
    PLYMOUTH MEETING,PA19462
      PC OPERATING FUNDS 5,000
    LUCY OUTREACH
    3201 FEDERAL ST
    CAMDEN,NJ08105
      PC OPERATING FUNDS 2,500
    MOVEABLE FEAST
    901 N MILTON AVE
    BALTIMORE,MD21205
      PC OPERATING FUNDS 2,000
    NATIONAL LIBERTY MUSEUM
    321 CHESTNUT ST
    PHILADELPHIA,PA19106
      PC OPERATING FUNDS 25,000
    PHILLY POPS
    1518 WALNUT ST STE 1706
    PHILADELPHIA,PA19102
      PC ENCORE SERIES, INC. 35,000
    REVOLUTION SCHOOL
    3033 W GLENWOOD AVE
    PHILADELPHIA,PA19121
      PC SCHOLARSHIP 25,000
    MILL AT ANSELMA EDUCATIONAL TRUST
    PO BOX 42
    CHESTER SPRINGS,PA19425
      PC OPERATING FUNDS 8,000
    UNION LEAGUE SCHOLARSHIP
    140 S BROAD ST
    PHILADELPHIA,PA19102
      PC SCHOLARSHIP 35,000
    UNION LEAGUE SCHOLARSHIP
    140 S BROAD ST
    PHILADELPHIA,PA19102
      PC DEPENDENTS OF EMPLOYEES 296,000
    URSINUS COLLEGE
    601 E MAIN ST
    COLLEGEVILLE,PA19426
      PC SCHOLARSHIP 15,000
    URSINUS COLLEGE
    601 E MAIN ST
    COLLEGEVILLE,PA19426
      PC BEAR2BEAR 51,000
    URSINUS COLLEGE
    601 E MAIN ST
    COLLEGEVILLE,PA19426
      PC WRESTLING COACH POSITION 500,000
    URSINUS COLLEGE
    601 E MAIN ST
    COLLEGEVILLE,PA19426
      PC ABELE SCHOLARS 310,560
    URSINUS COLLEGE
    601 E MAIN ST
    COLLEGEVILLE,PA19426
      PC OFFICE OF SAFETY 41,461
    URSINUS COLLEGE
    601 E MAIN ST
    COLLEGEVILLE,PA19426
      PC SCIENCE EQUIPMENT 8,812
    WESLEY COLLEGE
    120 N STATE ST
    DOVER,DE19901
      PC SCHOLARSHIP 1,000
    WILLIAMSON COLLEGE OF THE TRADES
    106 S NEW MIDDLETOWN RD
    MEDIA,PA19063
      PC SCHOLARSHIP 195,440
    YOUTH WORK FOUNDATION OF THE UNION
    140 S BROAD ST
    PHILADELPHIA,PA19102
      PC OPERATING FUNDS 1,500
    Total .................................bullet 3a 1,629,553
    bApproved for future payment
    URSINUS COLLEGE
    601 E MAIN ST
    COLLEGEVILLE,PA19426
      PC SCHOLARSHIPS 608,705
    Total .................................bullet 3b 608,705
    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 1,700,818  
    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 ............
        18 162,693  
    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)..   1,863,511  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,863,511
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    ABELE FAMILY FOUNDATION
     
    Employer identification number

    45-3795823
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    ABELE FAMILY FOUNDATION
     
    Employer identification number
    45-3795823
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    PRECISION KILOGRAM LLC  
    500 WALNUT STREET
     
    PHILADELPHIA, PA19106

    $ 114,984


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    WILBERT ABELE  
    500 WALNUT STREET
     
    PHILADELPHIA, PA19106

    $ 346,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    ABELE FAMILY FOUNDATION
     
    Employer identification number

    45-3795823
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    ABELE FAMILY FOUNDATION
     
    Employer identification number

    45-3795823
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ABELE FAMILY FOUNDATION
    EIN:
    45-3795823
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1130 SHS AFLAC INC COM 59,122 59,122
    588 SHS ABBOTT LABS COM 49,198 49,198
    829 SHS ALTRIA GROUP INC COM 33,906 33,906
    634 SHS AMERISOURCE BERGEN CORP COM 52,197 52,197
    405 SHS AMGEN INC COM 78,372 78,372
    401 SHS AUTOMATIC DATA PROCESSING IN    
    173,000 SHS BECTON DICKINSON & CO    
    970 SHS CVS HEALTH CORP COM 61,178 61,178
    354 SHS CHEVRON CORP NEW COM 41,984 41,984
    1568 SHS CONAGRA BRANDS INC COM 48,106 48,106
    464 SHS DOLLAR GEN CORP NEW COM 73,748 73,748
    221 SHS GLOBAL PMTS INC COM 35,139 35,139
    172 SHS GRAINGER WW INC 51,110 51,110
    438 SHS ILLINOIS TOOL WORKS INC COM 68,543 68,543
    483 SHS JOHNSON & JOHNSON COM 62,491 62,491
    2387 SHS KROGER CO COM 61,537 61,537
    643 SHS LOWES COS INC COM 70,704 70,704
    729 SHS MARSH & MCLENNAN COS INC COM 72,936 72,936
    781 SHS MERCK & CO INC NEW COM 65,745 65,745
    560 SHS MICROCHIP TECHNOLOGY INC COM 52,030 52,030
    696 SHS OCCIDENTAL PETE CORP COM 30,951 30,951
    694 SHS OMNICOM GROUP INC COM 54,340 54,340
    678 SHS PHILIP MORRIS INTL INC COM 51,481 51,481
    478 SHS PROCTER & GAMBLE CO COM    
    657 SHS ROSS STORES INC (STATE OF IN 72,171 72,171
    631 SHS ROYAL DUTCH SHELL PLC SPONSO 37,134 37,134
    531 SHS SMUCKER J M CO COM NEW 58,421 58,421
    246 SHS STANLEY BLACK & DECKER INC C 35,525 35,525
    997 SHS STATE STR CORP COM 59,012 59,012
    161 SHS 3M CO COM 26,468 26,468
    831 SHS UNILEVER NV NEW YORK SHS NEW 49,885 49,885
    319 SHS UNITEDHEALTH GROUP INC COM 69,325 69,325
    16737 SHS ISHARES TR CORE S&P 500 ET    
    5907 SHS ISHARES TR RUSSELL 2000 ETF    
    74104 SHS VANGUARD STAR FD VANGUARD    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ABELE FAMILY FOUNDATION
    EIN:
    45-3795823
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    61072.997 SHS WESTWOOD INCOME OPPORT FMV    
    152506.386 SHS ANGEL OAK MULTI STRAT FMV 1,686,721 1,686,721
    788976.063 SHS BAIRD SHORT TERM BOND FMV 7,708,296 7,708,296
    154900.627 SHS CREDIT SUISSE FLOATIN FMV    
    147109.786SHS CENTER COAST MLP FOCU FMV 900,312 900,312
    4966.843 SHS CONESTOGA SMALL CAP FUN FMV 290,063 290,063
    73507.574 SHS HENNESSY BP MIDSTREAM FMV 855,628 855,628
    94476.744 BRADDOCK MULTI STRATEGY IN FMV 979,724 979,724
    82318.448 SHS WCM FOCUSED INTERNATI FMV 1,423,286 1,423,286
    12425.132 SHS LONGLEAF PARTNERS SMAL FMV 300,564 300,564
    14927.345 SHS COHO RELATIVE VALUE EQ FMV    
    92561.109 SHS MATTHEWS ASIAN GROWTH FMV 1,381,012 1,381,012
    78641.665 SHS MILLER CONVERTIBLE BON FMV 985,380 985,380
    84922.846 SHS DEER PARK TOTAL RETURN FMV    
    34860.255 SHS PARNASSUS CORE EQUITY FMV 1,664,926 1,664,926
    22958.633 SHS PARNAWWUS CORE EQUITY FMV    
    152331.79 SHS THE OSTERWEIS STRATEGI FMV 1,664,986 1,664,986
    41,054.975 SHS BP CAPITAL TWINLINE M FMV    
    93962.429 SHS RIVERPARK STRATEGIC I FMV 855,058 855,058
    289162.829 SHS THORNBURG LTD TERM IN FMV 3,938,397 3,938,397
    264299.287 SHS VANGUARD INTERMEDIATE FMV 2,658,851 2,658,851
    13878.309 SHS VANGUARD MID-CAP INDEX FMV 2,881,276 2,881,276
    147109.786 SHS CENTER COAST BROOKFIE FMV    
    11737.000 SHS ISHARES TR CORE S&P FMV 3,503,729 3,503,729
    3,807.000 SHS ISHARES TR RUSSELL 200 FMV 576,151 576,151
    54104.000 VANGUARD TOTAL INTL STOCK FMV 2,795,013 2,795,013
    POLICY 96086410 FMV 458,604 458,604
    POLICY 96086800 FMV 458,565 458,565
    POLICY 96085810 FMV 547,273 547,273
    POLICY 96092510 FMV 547,273 547,273
    POLICY 61170894 FMV 218,118 218,118
    POLICY 61170892 FMV 218,118 218,118
    PRIVATE EQUITY INV-TACONIC FMV 717,071 717,071
    PRIVATE EQUITY INV-IRONSIDE FMV 764,476 764,476

    TY 2018 OtherDecreasesSchedule
    Name:
    ABELE FAMILY FOUNDATION
    EIN:
    45-3795823
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 737,839


    TY 2018 OtherExpensesSchedule
    Name:
    ABELE FAMILY FOUNDATION
    EIN:
    45-3795823
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 28      
    INSURANCE PREMIUMS 692,920 692,920    
    TRAVEL 1,385     1,385
    TRAINING 15,675     15,675
    MISCELLANEOUS EXPENSES 500     500


    TY 2018 OtherIncreasesSchedule
    Name:
    ABELE FAMILY FOUNDATION
    EIN:
    45-3795823
    Description Amount
    PRIVATE EQUITY UNREALIZED GAIN 86,100
    PRIVATE EQUITY APPRECIATION 87,249
    INCREASE IN POLICY ACCOUNT VALUES 532,376


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ABELE FAMILY FOUNDATION
    EIN:
    45-3795823
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 13,266 13,266    
    BROKER FEES 30,000 30,000    
    TAX PREP FEES 2,398     2,398
    BOOKKEEPING FEES 62,702     62,702
    PE MANAGEMENT FEES 56,763 56,763    
    ADVISING FEES 70,000     70,000


    TY 2018 TaxesSchedule
    Name:
    ABELE FAMILY FOUNDATION
    EIN:
    45-3795823
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATED TAXES 43,181      
    FOREIGN TAXES WITHHELD 451 451