TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022

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 If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$34,671,291J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	5,795
2	Check .............
3	Interest on savings and temporary cash investments	1,264		1,264
4	Dividends and interest from securities...	1,134,499		1,134,499
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-801,686
b	Gross sales price for all assets on line 6a 18,241,105
7	Capital gain net income (from Part IV, line 2)...
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).......		80,383	80,383
12	Total. Add lines 1 through 11........	420,255		1,216,146
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		8,773	4,346	4,427
c	Other professional fees (attach schedule)....		142,469	127,469	15,000
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		20,000
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		80,364	70,330	10,034
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	251,606		202,145	29,461
25	Contributions, gifts, grants paid.......	2,085,039			2,085,039
26	Total expenses and disbursements. Add lines 24 and 25	2,336,645		202,145	2,114,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,916,390
b	Net investment income (if negative, enter -0-)			1,014,001
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	734,807	808,437	808,437
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......
	c	Investments—corporate bonds (attach schedule).......	4,930,642	2,906,309	2,906,309
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	36,146,574	30,956,545	30,956,545
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	41,812,023	34,671,291	34,671,291
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	41,812,023	34,671,291
	29	Total net assets or fund balances (see instructions).....	41,812,023	34,671,291
	30	Total liabilities and net assets/fund balances (see instructions).	41,812,023	34,671,291

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

41,812,023

Enter amount from Part I, line 27a .....................

-1,916,390

Other increases not included in line 2 (itemize) bullet

788,259

Add lines 1, 2, and 3 ..........................

40,683,892

Decreases not included in line 2 (itemize) bullet

6,012,601

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

34,671,291

Form 990-PF (2021)

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
1 a	PUBLICLY TRADED STOCK/BONDS	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	18,216,053	19,042,791	-826,738
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-826,738
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-801,686
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 ...................		3

Form 990-PF (2021)

Page 4

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	14,095
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	14,095
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	20,013
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	20,013
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	5,918
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax5,918	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

WILBERT D ABELE Telephone no. bullet

(856) 988-6176

Located at bullet

500 WALNUT STREETPHILADELPHIAPA ZIP+4 bullet

19106

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

16 At any time during calendar year 2021, 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 VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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	0	0	0
500 WALNUT STREET PHILADELPHIA,PA19106	FOUNDING DIR 40.00	0	0	0
JOAN ABELE	DIRECTOR 0.80	0	0	0
500 WALNUT STREET PHILADELPHIA,PA19106	DIRECTOR 0.80	0	0	0
KAREN E SCHEU	DIRECTOR 0.80	0	0	0
707 NICHOLAS LANE COCKEYSVILLE,MD21030	DIRECTOR 0.80	0	0	0
NINA B STRYKER	DIRECTOR 0.80	0	0	0
26 KULP ROAD EAST CHALFONT,PA18914	DIRECTOR 0.80	0	0	0
EDWARD ABELE	DIRECTOR 0.80	0	0	0
500 WALNUT STREET PHILADELPHIA,PA19106	DIRECTOR 0.80	0	0	0
TED PIOTROWICZ	DIRECTOR 0.80	0	0	0
401 PLYMOUTH ROAD SUITE 150 PLYMOUTH MEETING,PA19462	DIRECTOR 0.80	0	0	0

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...................

Form 990-PF (2021)

Page 7

Part VII

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............. bullet

Part VIII-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 VIII-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 (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

31,125,248

Average of monthly cash balances.......................

945,022

Fair market value of all other assets (see instructions)................

7,402,576

Total (add lines 1a, b, and c).........................

39,472,846

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

39,472,846

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

592,093

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

38,880,753

Minimum investment return. Enter 5% (0.05) of line 5................

1,944,038

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

1,944,038

Tax on investment income for 2021 from Part V, line 5.......

14,095

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

14,095

Distributable amount before adjustments. Subtract line 2c from line 1............

1,929,943

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,929,943

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,929,943

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7		1,929,943
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......	1,907,028
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........
4Qualifying distributions for 2021 from Part
XI, line 4: $ 2,114,500
a Applied to 2020, but not more than line 2a	1,907,028
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 2021 distributable amount.....		207,472
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2021.
(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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........		1,722,471
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 2016 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2021)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CHEWONKI FOUNDATION 485 CHEWONKI NECK ROAD WISCASSET,ME04578		PC	OPERATING FUNDS/SCHOLARSHIP	195,000
FREDS FOOTSTEPS 940 HAVERFORD RD LL1 BRYN MAWR,PA19010		PC	OPERATING FUNDS/SCHOLARSHIP	10,000
FREEDOM FOUNDATION 1601 VALLEY FORGE ROAD VALLEY FORGE,PA19482			OPERATING FUNDS	500
LUCY OUTREACH 3201 FEDERAL ST CAMDEN,NJ08105		PC	OPERATING FUNDS	5,000
MORORESTOWN FRIENDS 110 E MAIN STREET MOORESTOWN,NJ08057		PC	OPERATING FUNDS	5,000
PYC MUSIC INSTITUTE PO BOX 41810 PHILADELPHIA,PA19101		PC	OPERATING FUNDS/SCHOLARSHIP	5,000
REVOLUTION SCHOOL 3033 W GLENWOOD AVE PHILADELPHIA,PA19121		PC	OPERATING FUNDS	5,000
UNION LEAGUE LEGACY FOUNDATION 140 S BROAD ST PHILADELPHIA,PA19102		PC	SCHOLARSHIP	265,000
UNION LEAGUE SCHOLARSHIP 140 S BROAD ST PHILADELPHIA,PA19102		PC	GIRARD COLLEGE SCHOLARSHIP	2,500
URSINUS COLLEGE 601 E MAIN ST COLLEGEVILLE,PA19426		PC	OPERATING FUNDS	150,500
URSINUS COLLEGE 601 E MAIN ST COLLEGEVILLE,PA19426		PC	SCHOLAR EXPENSES	1,403,861
URSINUS COLLEGE 601 E MAIN ST COLLEGEVILLE,PA19426		PC	BEAR TO BEAR PROGRAM	26,250
VILLANOVA 800 LANCASTER PIKE VILLANOVA,PA19085		PC	OPERATING FUNDS	11,428
Total ................................. 3a				2,085,039

bApproved for future payment

Total ................................. 3b

Form 990-PF (2021)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
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 ...........			14	1,264
4 Dividends and interest from securities ....
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	-801,686
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aPRIVATE EQUITY INCOME			14	80,383
bMISCELLANEOUS INCOME			1
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				414,460

13Total. Add line 12, columns (b), (d), and (e)..................

414,460

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

ABELE FAMILY FOUNDATION

Employer identification number

45-3795823

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization ABELE FAMILY FOUNDATION

Part I Contributors	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	$ 5,795	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

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) (2021)

Schedule B (Form 990) (2021)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 AccountingFeesSchedule

Name:

ABELE FAMILY FOUNDATION

EIN:

45-3795823

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX/ACCOUNTING PREP FEES	5,795	4,346		1,449
BOOKKEEPING FEES	2,978			2,978

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

ABELE FAMILY FOUNDATION

EIN:

45-3795823

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ADVANCE AUTO PTS INC NT	9,077	9,077
AEP TEX INC SR NT SER I	15,592	15,592
ALLEGION PLC SR NT	22,252	22,252
ALLY FINL INC SR NT	15,445	15,445
ALTRIA GROUP INC GTD NT
AMCOR FLEXIBLES NORTH AMER INC SR NT	22,206	22,206
AMEREN CORP SR NT
AMERICAN ELEC PWR	13,409	13,409
AMERICAN HONDA FIN CORP MED TERM NTS	13,574	13,574
AMERICAN INTL GROUP INC NT
AMERICAN TOWER CORP NEW SR NT	11,485	11,485
AMERICREDIT AUTOMOBILE RECEIVABLES	21,059	21,059
AMERICREDIT AUTOMOBILE RECEIVABLES	18,072	18,072
AMERICREDIT AUTOMOBILE RECEIVABLES	13,924	13,924
AMERISOURCEBERGEN CORP SR NT
ANHEUSER-BUSCH INBEV WORLDWIDE INC G
AON CORP/AON GLOBAL HLDGS	7,664	7,664
APPALACHIAN PWR CO SR NT	14,394	14,394
ARES CAP CORP NT
AT&T INC GLOBAL NT
AT&T INC GLOBAL NT
AUTOZONE INC SR NT
AVANGRID INC NT	42,561	42,561
B A T INTL FIN PLC GTD NT ISINUS055	13,836	13,836
BANK AMER CORP	22,109	22,109
BANK AMER CORP SR NT FIXED
BECTON DICKINSON & CO NT
BLACK HILLS CORP NT	11,803	11,803
BLACK HILLS CORP NT
BLACKROCK ISHARES BOND INDEX FD
BLOCK FINL LLC GTD NT
BOEING CO SR NT	16,005	16,005
BOEING CO SR NT	13,858	13,858
BOOKING HLDGS INC SR NT
BOSTON SCIENTIFIC CORP SR NT
BRIGHTHOUSE FINL INC SR NT	14,055	14,055
BRIXMOR OPER PARTNERSHIP LP SR NT
BROADCOM CORP / BROADCOM CAYMAN FIN
BUNGE LTD FIN CORP SR NT
CAMPBELL SOUP CO NT
CAPITAL ONE FINL CORP SR NT	7,907	7,907
CAPITAL ONE FINL CORP SR NT	19,279	19,279
CAPITAL ONE PRIME AUTO RECEIVABLES	14,458	14,458
CARMAX AUTO OWNER TR 2019-3	9,844	9,844
CARMAX AUTO OWNER TR 2022-2	22,437	22,437
CARVANA AUTO RECEIVABLES	27,603	27,603
CARVANA AUTO RECEIVABLES TR 2021	11,301	11,301
CENTERPOINT ENERGY INC FXD RT SR NT
CENTERPOINT ENERGY INC SR NT	15,778	15,778
CINTAS CORP NO 2	23,174	23,174
CITIGROUP INC NT	24,569	24,569
CITIGROUP INC NT FIXED/FLTG
CITIGROUP INC NT FLTG	16,243	16,243
CNH INDL CAP LLC NT	22,512	22,512
CONSOLIDATED EDISON INC
CROWN CASTLE INTL CORP NEW SR NT
CROWN CASTLE INTL CORP NEW SR NT
DELL INTL L L C EMC CORP FIRST LIEN	33,730	33,730
DENTSPLY SIRONA INC SR NT
DIGITAL RLTY TR LP	14,882	14,882
DOLLAR GEN CORP NEW SR NT	7,780	7,780
DOMINION ENERGY INC SR NT 2020 SER C
DTE ELEC CO 2020 SER C GEN REF MTG B
DTE ENERGY CO SR NT SER F
DXC TECHNOLOGY CO	13,911	13,911
ENTERGY CORP NEW SR NT	7,040	7,040
ENTERGY LA LLC	10,520	10,520
ENTERGY TEX INC 1ST MTG BD	10,368	10,368
ERICSSON TELEFONAKTIEBOLAGET
EVERSOURCE ENERGY SR NT SER R
EXELON CORP NT
EXETER AUTOMOBILE RECEIVABLES	38,448	38,448
EXETER AUTOMOBILE RECEIVABLES TR 202	13,732	13,732
EXETER AUTOMOBILE RECEIVABLES TR 202	21,630	21,630
FEDERAL HOME LN MTG	25,220	25,220
FEDERAL HOME LN MTG CORP PARTIN	29,662	29,662
FEDERAL HOME LN MTG CORP PARTIN CTFS	15,717	15,717
FIDELITY NATL FINL INC NEW SR NT	26,076	26,076
FIDELITY NATL FINL INC NEW SR NT
FIRST AMERN FINL CORP SR NT	15,002	15,002
FIRSTENERGY CORP NT SER A	12,938	12,938
FLEX LTD NT ISINUS33938XAB10	11,713	11,713
FLOWSERVE CORP SR NT
FNMA GTD MTG PASS THRU CTFS POOL FS0	26,788	26,788
FNMA GTD MTG PASS THRU CTFS POOL FS0	25,139	25,139
FNMA GTD MTG PASS THRU CTFS POOL FS0	25,154	25,154
FNMA GTD MTG PASS THRU CTFS POOL FS1	25,256	25,256
FNMA GTD MTG PASS THRU CTFS POOL FS0	25,788	25,788
FNMA GTD MTG PASS THRU CTFS POOL MA4	12,816	12,816
FORD CR AUTO LEASE TR 2020	22,885	22,885
FORD CR AUTO LEASE TR 2021	21,435	21,435
FORD CR FLOORPLAN MASTER	27,976	27,976
FREDDIE MAC SEASONED CR RISK	25,398	25,398
GENPACT LUXEMBOURG S A R L ISINUS37	43,184	43,184
GILEAD SCIENCES INC NT
GLOBAL PMTS INC SR NT	15,054	15,054
GLOBE LIFE INC SR NT	12,439	12,439
GLOBE LIFE INC SR NT	14,812	14,812
GOLDMAN SACHS GROUP INC SR NT	16,757	16,757
GULF SOUTH PIPELINE CO LP SR NT
HEWLETT PACKARD ENTERPRISE CO NT
HOLLYFRONTIER CORP SR NT
HONDA AUTO RECEIVABLES 2020-1 OWNER	9,738	9,738
HONDA AUTO RECEIVABLES 2020-3 OWNER	16,127	16,127
HORACE MANN EDUCATORS CORP	21,977	21,977
HP INC	15,022	15,022
HP INC NT	9,257	9,257
HP INC NT
HUMANA INC SR NT
HYATT HOTELS CORP SR NT	15,490	15,490
INGREDION INC SR NT
INTERCONTINENTAL EXCHANGE INC GTD FX
INTERSTATE PWR & LT CO SR DEB	12,038	12,038
JPMORGAN CHASE & CO NT FIXED TO FLTG	24,495	24,495
KEURIG DR PEPPER INC SR NT
KLA CORP	29,716	29,716
LABORATORY CORP AMER HLDGS SR NT
LEGG MASON INC FXD RT NT	29,525	29,525
LENNOX INTL INC NT
LOS ANGELES CALIF CMNTY COLLEGE	24,375	24,375
MARRIOTT INTL INC NEW NT SER FF	14,453	14,453
MARTINMARIETTA MATLS INC SR NT	16,414	16,414
MERCURY GEN CORP NEW FXD RT SR NT
MICRON TECHNOLOGY INC SR NT
MISSISSIPPI PWR CO SER 2021A SR NT	16,657	16,657
MORGAN STANLEY SR NT	32,206	32,206
MOTOROLA SOLUTIONS INC FXD RT SR NT	3,922	3,922
MOTOROLA SOLUTIONS INC	30,325	30,325
NETAPP INC SR NT
NEWARK CALIF UNI SCH DIST	8,425	8,425
NEXTERA ENERGY CAP HLDGS INC GTD DEB
NISOURCE INC NT	26,083	26,083
OGE ENERGY CORP SR NT	18,497	18,497
ONE GAS INC NT	11,811	11,811
ONE GAS INC NT
ORACLE CORP NT	24,172	24,172
ORACLE CORP NT
OWL ROCK CAP CORP NT	19,049	19,049
OWL ROCK TECHNOLOGY FIN CORP NT	17,658	17,658
PACIFIC GAS & ELEC CO 1ST MTG BD
PENTAIR FIN SA SR NT	15,114	15,114
PHILIP MORRIS INTL INC NT
POLO RALPH LAUREN CORP SR NT
PPL ELEC UTILS CORP 1ST MTG BD	16,765	16,765
PUBLIC STORAGE SR NT	21,892	21,892
PUBLIC SVC CO NH	31,484	31,484
PUBLIC SVC CO OKLA SR NT	13,225	13,225
PUBLIC SVC ENTERPRISE GROUP	19,969	19,969
QUANTA SVCS INC SR NT
QUEST DIAGNOSTICS INC SR NT
REGENERON PHARMACEUTICALS INC SR NT
REPUBLIC SVCS INC NT
REXFORD INDL RLTY LP GTD SR NT	19,053	19,053
RYDER SYS INC MEDIUM TERM NTS	15,142	15,142
SANTANDER DRIVE AUTO RECEIVABLES	13,714	13,714
SANTANDER HLDGS USA INC SR NT	16,859	16,859
SANTANDER HLDGS USA INC NT	24,170	24,170
SANTANDER HLDGS USA INC SR NT
SCHWAB CHARLES CORP NEW SR NT	15,924	15,924
SCHWAB CHARLES CORP NEW SR NT	15,882	15,882
SIXTH STR SPECIALITY LENDING INC NT
SKYWORKS SOLUTIONS INC
SMUCKER J M CO NT	16,093	16,093
SOLAR CAP LTD FXD RT NT	16,918	16,918
SONOCO PRODS CO NT
SOUTHERN CALIF EDISON CO 1ST	10,983	10,983
SOUTHERN CALIF EDISON CO 1ST	11,714	11,714
SOUTHERN CALIF EDISON CO	16,440	16,440
SOUTHERN CO GAS CAP CORP SR NT SER 2	7,647	7,647
SOUTHERN CO 2019B REMARKETABLE	15,583	15,583
SOUTHERN CO SR NT SER 2020A
SOUTHERN PWR CO SR NT
SPIRE MO INC 1ST MTG BD	19,776	19,776
SPRINT NEXTEL CORP SR DEB
STARBUCKS CORP	36,779	36,779
STATE STR CORP SR NT FIXED	14,755	14,755
STEEL DYNAMICS INC NT
STEWART INFORMATION SVCS INC	14,638	14,638
T-MOBIL USA INC.	26,843	26,843
TELEDYNE TECHNOLOGIES INC NT
TEXTRON INC NT
TRUST FINL CORP SR MED TERM NTS	24,489	24,489
TUCSON ELEC PWR CO SR NT	12,054	12,054
UNITEDHEALTH GROUP INC.	13,983	13,983
UNITED STS TREAS NTS 0.125% 4/30/23	263,947	263,947
UNITED STS TREAS NTS 0.125% 7/31/202	46,415	46,415
UNITED STS TREAS NTS 0.0.375% 9/15/2	36,191	36,191
UNITED STS TREAS NTS 2.500% 1/31/25	43,244	43,244
UNITED STS TREAS NTS 1.750% 3/15/25	45,206	45,206
UNITED STS TREAS NTS 2.750% 5/15/25	58,710	58,710
UNITED STS TREAS NTS 10YR TIPS	71,074	71,074
UNITED STS TREAS NTS 2.875% 5/15/32	51,756	51,756
VALERO ENERGY CORP NEW SR NT
VERIZON OWNER TR 2020	25,610	25,610
VIRGINIA ELEC & PWR CO	29,277	29,277
VMWARE INC SR NT
VORNADO RLTY L P NT	13,395	13,395
WALGREENS BOOTS ALLIANCE INC NT
WALT DISNEY CO GTD NT
WASTE CONNECTIONS INC
WELLS FARGO & CO MEDIUM TERM SR NTS	21,946	21,946
WESTERN UN CO NT	37,856	37,856
WESTINGHOUSE AIR BREAK TEC CORP GTD	19,627	19,627
ZIMMER BIOMET HLDGS INC NT

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

ABELE FAMILY FOUNDATION

EIN:

45-3795823

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
BAIRD SHORT TERM BOND FUND INST	FMV	3,715,266	3,715,266
CONESTOGA SMALL CAP FUND INSTITUTION	FMV	377,722	377,722
GOLDMAN SACHS GOC PARTNERS INTL OPP	FMV	2,147,157	2,147,157
WCM FOCUSED INTERNATIONAL GROWTH FUN	FMV
COHO RELATIVE VALUE EQUITY FUND ADVI	FMV	2,017,968	2,017,968
MORGAN STANLEY INT'L ADVANTAGE PORT	FMV	1,937,964	1,937,964
PARNASSUS CORE EQUITY FUND INSTITUTI	FMV	1,913,778	1,913,778
OSTERWEIS STRATEGIC INCOME FUND	FMV	969,577	969,577
THORNBURG LIMITED-TERM INCOME FUND C	FMV	910,775	910,775
VANGUARD INTERMEDIATE-TERM INVESTMEN	FMV
VANGUARD TOTAL BOND MKT INDEX AD SHS	FMV	3,817,461	3,817,461
VANGUARD MID-CAP INDEX FUND ADMIRAL	FMV	1,086,066	1,086,066
ISHARES TR S&P 100 ETF	FMV	1,428,050	1,428,050
ISHARES TR S&P SMALL-CAP ETF	FMV	390,524	390,524
VANGUARD SCOTTSDALE FDS RUSSELL 2000	FMV
VANGUARD INDEX FDS S&P 500 ETF	FMV	2,428,765	2,428,765
POLICY 96086410	FMV	642,800	642,800
POLICY 96086800	FMV	642,735	642,735
POLICY 96085810	FMV	636,279	636,279
POLICY 96092510	FMV	636,279	636,279
POLICY 61170894	FMV	305,839	305,839
POLICY 61170892	FMV	305,829	305,829
PRIVATE EQUITY INV-TACONIC	FMV	598,678	598,678
PRIVATE EQUITY INV-IRONSIDE DIRECT	FMV	1,171,907	1,171,907
PRIVATE EQUITY INV-IRONSIDE PARTNERS	FMV	603,458	603,458
PRIVATE EQUITY INV-IRONSIDE INV VI	FMV	8,374	8,374
PRIVATE EQUITY INV-IRONSIDE VI FUND	FMV	573,384	573,384
PRIVATE EQUITY INV-NEW SPRING GROWTH	FMV	413,074	413,074
PRIVATE EQUITY INV-SCS	FMV	1,276,836	1,276,836

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

ABELE FAMILY FOUNDATION

EIN:

45-3795823

Description	Amount
PRIVE EQUITY APPRECIATION	148,670
UNREALIZED LOSS ON INVESTMENTS	5,361,277
INSURANCE PREMIUMS	502,654

- TIN:

TY 2021 OtherExpensesSchedule

Name:

ABELE FAMILY FOUNDATION

EIN:

45-3795823

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
EXPENSES
BANK FEES	233		233
MISCELLANEOUS EXPENSES	9,069		9,069
ADMINISTRATIVE EXPENSES	732		732
PRIVATE EQUITY EXPENSES	70,330	70,330

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

ABELE FAMILY FOUNDATION

EIN:

45-3795823

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PRIVATE EQUITY INCOME	80,383	80,383

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

ABELE FAMILY FOUNDATION

EIN:

45-3795823

Description	Amount
PRIVATE EQUITY UNREALIZED GAIN	512,329
INCREASE IN POLICY ACCOUNT VALUES	275,930

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

ABELE FAMILY FOUNDATION

EIN:

45-3795823

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
PE MANAGEMENT FEES	8,575	8,575
INVESTMENT FEES	7,894	7,894
BROKER/ADVISING FEES	126,000	111,000	15,000

- TIN:

TY 2021 TaxesSchedule

Name:

ABELE FAMILY FOUNDATION

EIN:

45-3795823

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	20,000