ELLEN & SAMUEL PHELAN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELLEN & SAMUEL PHELAN FAMILY FOUNDATION INC (EIN 80-0026536)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-23
- IRS object ID
- 202501439349101100
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-23T10:04:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141442607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BST & CO CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800026536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLEN AND SAMUEL PHELAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLE | BusinessNameControlTxt |
| Phone | 5185375200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 READ RD | AddressLine1Txt |
| City | RED HOOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12571 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DEL VECCHIO | PersonNm |
| Person Title | TREASURER/SECRETARY/DIRECTOR | PersonTitleTxt |
| Phone | 2104554009 | PhoneNum |
| Signature | 2025-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS MURABITO | PreparerPersonNm |
| PTIN | P02354743 | PTIN |
| Phone | 5184596700 | PhoneNum |
| Preparation | 2025-05-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,013,015 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $183,113 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,975 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,975 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,715 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $243,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,350 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,588 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,785 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,785 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $467 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,491 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,866 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,866 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $154,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,109 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,109 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $468,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $568,837 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $971,298 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $145,956 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $122,972 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $233,162 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $476,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $505,440 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $723,446 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,217,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,282,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,013,015 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,217,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,282,358 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,217,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,282,358 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,217,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,282,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,217,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $154,106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,371,230 | SubtotalAmt |
| Other Decreases | $88,872 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,282,358 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BANK OF AMERICA ST | P | 2024-12-31 | $17,757 | $17,115 | $642 | $642 |
| BANK OF AMERICA LT | P | 2024-12-31 | $153,732 | $154,092 | -$360 | -$360 |
| UNITED STATES NATURAL GAS FUND LP | P | 2024-06-30 | $104 | -$104 | -$104 | |
| CAPITAL GAINS DIVIDENDS | P | $18,537 | $18,537 | $18,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,715 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $744 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $744 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,380 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,380 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,636 | OverpaymentAmt |
| Applied To ES Tax | $1,636 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL DEL VECCHIO | IndividualWithBooksNm |
| Phone | 2104554009 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7519 WILDERNESS WAY | AddressLine1Txt |
| City | FAIRFAX STATION | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELLEN C PHELAN | ||||||||
| 137 READ RD | RED HOOK | NY | 12571 | PRESIDENT/ DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAMUEL P PHELAN | ||||||||
| 137 READ RD | RED HOOK | NY | 12571 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL J DEL VECCHIO | ||||||||
| 7519 WILDERNESS WAY | FAIRFAX STATION | VA | 22039 | TREASURER/SECRETARY/DIRECTOR | 1.00 | $750 | $0 | $0 |
| SALLY PHELAN DEL VECCHIO | ||||||||
| 7519 WILDERNESS WAY | FAIRFAX STATION | VA | 22039 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN C PHELAN | ||||||||
| 269 CHURCH AVE | GERMANTOWN | NY | 12526 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,720,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,836,288 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,836,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,808,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $744 | TotalTaxAmt |
| Distributable Before Adj | $89,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,693 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,693 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,866 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,866 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,693 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $78,625 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,866 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,625 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $87,452 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOREST FOUNDATION | |||||||
| 2000 M ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL PURPOSE | $50 |
| AMERICAN SOCIETY OF PLANT TAXONOMISTS | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | GENERAL PURPOSE | $250 |
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| PO BOX 1104 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $1,500 |
| BARD COLLEGE FISHER CENTER | |||||||
| 60 MANOR AVE | ANNANDALEONHUDSON | NY | 12504 | NONE | PC | GENERAL PURPOSE | $1,500 |
| CAMPHILL HUDSON | |||||||
| 360 WARREN ST | HUDSON | NY | 12534 | NONE | PC | GENERAL PURPOSE | $500 |
| CATHOLIC DIOCESE OF ARLINGTON | |||||||
| 200 NORTH GLEBE RD | ARLINGTON | VA | 22203 | NONE | PC | GENERAL PURPOSE | $500 |
| CENTER FOR COASTAL STUDIES | |||||||
| 5 HOLWAY AVE | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL PURPOSE | $100 |
| DAMIANO CENTER | |||||||
| 206 W 4TH ST | DULUTH | MN | 55806 | NONE | PC | GENERAL PURPOSE | $3,000 |
| DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LANE PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PC | GENERAL PURPOSE | $500 |
| DULUTH SEAFARERS CENTER | |||||||
| 2024 WEST 3RD ST | DULUTH | MN | 55806 | NONE | PC | GENERAL PURPOSE | $250 |
| DUTCHESS LAND CONSERVENCY | |||||||
| PO BOX 138 | MILLBROOK | NY | 12545 | NONE | PC | GENERAL PURPOSE | $200 |
| EAGLES NEST FOUNDATION | |||||||
| 43 HART RD | PISGAH FOREST | NC | 28768 | NONE | PC | GENERAL PURPSE | $500 |
| FAIRFAX COUNTY PARK FOUNDATION | |||||||
| 12055 GOVERNMENT CENTER PARKWAY | FAIRFAX | VA | 22035 | NONE | PC | GENERAL PURPOSE | $2,000 |
| FLINT HILL SCHOOL | |||||||
| 3320 JERMANTOWN RD | OAKTON | VA | 22124 | NONE | PC | GENERAL PURPOSE | $2,000 |
| FOOD FOR OTHERS | |||||||
| 2938 PROSPERITY AVE | FAIRFAX | VA | 22031 | NONE | PC | GENERAL PURPOSE | $1,000 |
| FRIENDS OF CLERMONT | |||||||
| 87 CLERMONT AVE | GERMANTOWN | NY | 12526 | NONE | PC | GENERAL PURPOSE | $250 |
| GEORGETOWN UNIVERSITY ANNUAL FUND | |||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PC | GENERAL PURPOSE | $500 |
| GIVENGAIN FOUNDATION | |||||||
| 53 STATE ST | BOSTON | MA | 02109 | NONE | PC | GENERAL PURPOSE | $500 |
| HISTORIC RED HOOK | |||||||
| PO BOX 397 | RED HOOK | NY | 12571 | NONE | PC | GENERAL PURPOSE | $5,000 |
| HUDSON HALL | |||||||
| 327 WARREN ST | HUDSON | NY | 12534 | NONE | PC | GENERAL PURPOSE | $750 |
| HUDSON RIVER MARITIME MUSEUM | |||||||
| 50 RONDOUT LANDING | KINGSTON | NY | 12508 | NONE | PC | GENERAL PURPOSE | $7,500 |
| HUDSONIA LTD | |||||||
| PO BOX 5000 | ANNANDALE | NY | 12504 | NONE | PC | GENERAL PURPOSE | $500 |
| MARIA MITCHELL ASSOCIATION | |||||||
| 4 VESTAL ST | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $250 |
| MCLEAN YOUTH SOCCER ASSOCAITION | |||||||
| PO BOX 724 | MCLEAN | VA | 22101 | NONE | PC | GENERAL PURPOSE | $250 |
| MUSEUM OF MODERN ART | |||||||
| 11 W53RD ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $200 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF RD | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NANTUCKET HISTORICAL FOUNDATION | |||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $1,000 |
| NANTUCKET LAND COUNCIL | |||||||
| 6 ASH LN | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $500 |
| NANTUCKET PRESERVATION TRUST | |||||||
| PO BOX 158 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $4,000 |
| NATIONAL MS SOCIETY | |||||||
| 733 THRID AVE 3RD FLOOR NEW YORK | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $100 |
| NATIVITY CATHOLIC CHURCH | |||||||
| 6400 NATIVITY LANE | BURKE | VA | 22015 | NONE | PC | GENERAL PURPOSE | $3,000 |
| PBS THIRTEEN NY | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $1,500 |
| PCOM ALUMNI RELATIONS AND DEVELOPMENT | |||||||
| 4170 CITY LINE AVE | PHILADELPHIA | PA | 19131 | NONE | PC | GENERAL PURPOSE | $1,000 |
| PJ'S RESCUE | |||||||
| 2709 PIEDMONT AVE | DULUTH | MN | 55811 | NONE | PC | GENERAL PURPOSE | $250 |
| PROJECT VOTE SMART | |||||||
| ONE COMMON GROUND | PHILIPSBURG | MT | 59858 | NONE | PC | GENERAL PURPOSE | $150 |
| RED HOOK COMMUNITY CENTER | |||||||
| 59 FISK ST | RED HOOK | NY | 12571 | NONE | PC | GENERAL PURPOSE | $500 |
| RED HOOK DAILY CATCH | |||||||
| 10 WEST BARD AVENUE | RED HOOK | NY | 12571 | NONE | PC | GENERAL PURPOSE | $500 |
| RED HOOK PUBLIC LIBRARY | |||||||
| 7444 SBROADWAY | RED HOOK | NY | 12571 | NONE | PC | GENERAL PURPOSE | $500 |
| RED HOOK RESPONDS | |||||||
| PO BOX 624 | RED HOOK | NY | 12571 | NONE | PC | GENERAL PURPOSE | $500 |
| RIVERKEEPER | |||||||
| 20 SECOR RD | OSSINING | NY | 10562 | NONE | PC | GENERAL PURPOSE | $250 |
| SMITH COLLEGE ALUMNI FUND | |||||||
| PO BOX 340029 | BOSTON | MA | 02241 | NONE | PC | GENERAL PURPOSE | $100 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL PURPOSE | $500 |
| SUMMER SEARCH BOSTON | |||||||
| 3840 WASHINGTON ST SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL PURPOSE | $5,500 |
| SWIM ACROSS AMERICA | |||||||
| 11600 NCOMMUNITY HOUSE RD | CHARLOTTE | NC | 28277 | NONE | PC | GENERAL PURPOSE | $100 |
| TABOR ACADEMY | |||||||
| 66 SPRING ST | MARION | MA | 02738 | NONE | PC | GENERAL PURPOSE | $3,100 |
| THE OBAMA FOUNDATION | |||||||
| PO BOX 779056 | CHICAGO | IL | 60677 | NONE | PC | GENERAL PURPOSE | $500 |
| THE OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 14 E15TH AVE | COLOMBUS | OH | 43201 | NONE | PC | GENERAL PURPOSE | $3,000 |
| UNIVERSITY OF MINNESOTA DULUTH | |||||||
| 200 OAK ST SE SUITE 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | GENERAL PURPOSE | $3,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 500 JOSEPH C WILSON AVE | ROCHESTER | NY | 14627 | NONE | PC | GENERAL PURPOSE | $500 |
| UPSTATE FILMS | |||||||
| 6415 MONTGOMERY ST | RHINEBECK | NY | 12572 | NONE | PC | GENERAL PURPOSE | $250 |
| USMMA ALUMNI FOUNDATION | |||||||
| 300 STEAMBOAT RD BABSON CENTER | KINGS POINT | NY | 11024 | NONE | PC | GENERAL PURPOSE | $100 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL PURPOSE | $500 |
| WALTER REED SOCIETY | |||||||
| 8901 ROCKVILLE PIKE BOX 303 | BETHESDA | MD | 20889 | NONE | PC | GENERAL PURPOSE | $2,000 |
| WAMC PUBLIC RADIO | |||||||
| 318 CENTRAL AVE | ALBANY | NY | 12206 | NONE | PC | GENERAL PURPOSE | $1,500 |
| WCAI PUBLIC RADIO | |||||||
| 3 WATER ST PO BOX 82 | WOODS HOLE | MA | 02543 | NONE | PC | GENERAL PURPOSE | $250 |
| WETA PUBLIC TV | |||||||
| 3939 CAMBELL AVE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL PURPOSE | $250 |
| WILDERSTEIN HISTORIC SITE | |||||||
| 330 MORTON RD | RHINEBECK | NY | 12572 | NONE | PC | GENERAL PURPOSE | $500 |
| WINNAKEE LAND TRUST | |||||||
| 7015 ROUTE | RHINEBECK | NY | 12572 | NONE | PC | GENERAL PURPOSE | $8,916 |
| WORLD CENTRAL KITCHENS | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,866 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,975 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,715 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,350 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,350 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SAMUEL AND ELLEN PHELAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 READ RD | AddressLine1Txt |
| City | RED HOOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12571 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $183,113 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 116 SHARES OF MORGAN STANLEY | $14,618 | 2024-12-30 |
| 1 | 92 SHARES OF 3M COMPANY STOCK | $11,861 | 2024-12-30 |
| 1 | 290 SHARES OF NVIDIA STOCK | $39,772 | 2024-12-30 |
| 1 | 200 SHARES OF INVESTCO KBW BANK ETF | $13,027 | 2024-12-30 |
| 1 | 100 SHARES OF NOVARTIS AG STOCK | $9,768 | 2024-12-30 |
| 1 | 375 SHARES OF ISHARES RUSSELL MID-CAP GROWTH ETF STOCK | $52,432 | 2024-12-16 |
| 1 | 144 SHARES OF VANGUARD MID-CAP INDEX FUND ETF STOCK | $41,635 | 2024-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,450 | Amt |
| Net Investment Income | $2,588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA BOND FUNDS | $94,363 | $93,376 |
| VANGUARD BOND FUNDS | $28,609 | $139,786 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA EQUITY FUNDS | $397,093 | $542,248 |
| VANGUARD STOCKS | $171,744 | $429,050 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK OF AMERCA - OTHER | AT COST | $156,795 | $171,450 |
| VANGUARD EQUITY FUNDS | AT COST | $346,456 | $551,576 |
| VANGUARD PUBLICLY TRADED PARTNERSHIPS | AT COST | $2,189 | $420 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $88,872 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNG K-1 | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,785 | Amt |
| Net Investment Income | $3,785 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL PHELAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 READ RD | AddressLine1Txt |
| City | RED HOOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12571 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $467 | $467 | $0 |
| MASSACHUSETTS TAX | $35 | $0 | $0 |
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