ELLEN & SAMUEL PHELAN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELLEN & SAMUEL PHELAN FAMILY FOUNDATION INC (EIN 80-0026536)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349101716
- Schema version
- 2019v5.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:06:25-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 26 COMPUTER DRIVE WEST | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDY A CAHEE | PreparerPersonNm |
| PTIN | P00281935 | PTIN |
| Phone | 5184596700 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.213.242.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:55:47 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 07D88615F0CCC24826BDDC359B95211E145BF10C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,520,902 | 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 | $995,247 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $561 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $561 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $257,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $484,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $257,196 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,273,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,278 | 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 |
| Legal Fees Rev And Expnss | $37 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $644 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,945 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,241,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $277,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,957 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,017 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $50,343 | CorporateStockBOYAmt |
| Corporate Stock EOY | $97,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $263,039 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $28,609 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $87,777 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $132,053 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $174,862 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $768,528 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $985,793 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $260,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,093,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,520,902 | 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 | $260,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,093,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $260,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,093,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $260,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,093,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $260,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,241,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,502,005 | SubtotalAmt |
| Other Decreases | $408,089 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,093,916 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| UNION PACIFIC CORP | P | 2019-02-08 | $24,975 | $197 | $24,778 | $24,778 | |
| UNION PACIFIC CORP | P | 2019-02-08 | $7,251 | $57 | $7,194 | $7,194 | |
| WF OPP A | P | 2019-08-15 | $104,425 | $96,320 | $8,105 | $8,105 | |
| UNG K-1 1256 | P | 2019-06-30 | $640 | -$640 | -$640 | 2014-01-01 | |
| BANK OF AMERICA - ST | P | 2019-12-31 | $29,742 | $28,432 | $1,310 | $1,310 | |
| BANK OF AMERICA - LT | P | 2019-12-31 | $308,736 | $102,092 | $206,644 | $206,644 | |
| CAPITAL GAINS DIVIDENDS | P | $9,805 | $9,805 | $9,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $257,196 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,792 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $449,133 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050747 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,103 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $375,482 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050876 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $373,271 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064479 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $349,660 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066808 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,665 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $335,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073470 | DistributionYr5Rt |
| Total Distribution | 0.306380 | TotalDistributionRt |
| Average Distribution | 0.061276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $780,786 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,776 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,619 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,945 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,993 | TaxDueAmt |
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 | 0 | 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 | 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/DIRECT | 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 | PRESIDENT/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 | $700,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $792,676 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $792,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $780,786 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,553 | TotalTaxAmt |
| Distributable Before Adj | $33,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,945 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,945 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,945 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,049 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,156 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,602 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $710 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $867 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,384 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,945 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,541 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,541 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,843 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,508 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,156 | ExcessFromYear4Amt |
| Excess From Year3 | $5,602 | ExcessFromYear3Amt |
| Excess From Year2 | $710 | ExcessFromYear2Amt |
| Excess From Year1 | $867 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTURE CYCLING ASSOCIATION | |||||||
| 150 E PINE STREET | MISSOULA | MN | 59802 | NONE | PC | GENERAL PURPOSE | $45 |
| ALS ASSOCIATION GNY CHAPTER | |||||||
| 42 BROADWAY SUITE 1724 | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $1,000 |
| ALS ASSOCIATION MID-AMERICA CHAPTER | |||||||
| 6950 SQUIBB ROAD - SUITE 210 | MISSION | KS | 66202 | NONE | PC | GENERAL PURPOSE | $100 |
| AMERICAN FOREST FOUNDATION | |||||||
| 2000 M ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL PURPOSE | $100 |
| AMERICAN LIVER FOUNDATIONRUN FOR RESEARCH | |||||||
| 88 WINCHESTER ST | NEWTON | MA | 02461 | NONE | PC | GENERAL PURPOSE | $250 |
| ANIMALKIND INC | |||||||
| 721 WARREN STREET | HUDSON | NY | 12534 | NONE | PC | GENERAL PURPOSE | $100 |
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| PO BOX 1104 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $250 |
| BARD COLLEGE FISHER CENTER | |||||||
| 60 MANOR AVE | ANNANDALEONHUDSON | NY | 12504 | NONE | PC | GENERAL PURPOSE | $2,500 |
| BURKE CIVIC BALLET | |||||||
| 9570-H | BURKE | VA | 22015 | NONE | PC | GENERAL PURPOSE | $100 |
| COMMUNITY FOUNDATION OF HUDSON VALLEY | |||||||
| 80 WASHINGTON ST SUITE 201 | POUGHKEEPSIE | NY | 12601 | NONE | PC | GENERAL PURPOSE | $250 |
| DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LANE PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PC | GENERAL PURPOSE | $1,250 |
| FRIENDS OF CLERMONT | |||||||
| 87 CLERMONT AVENUE | GERMANTOWN | NY | 125265632 | NONE | PC | GENERAL PURPOSE | $250 |
| GEORGETOWN UNIVERSITY ANNUAL FUND | |||||||
| 37TH STREET AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PC | GENERAL PURPOSE | $250 |
| HUDSON OPERA HOUSE | |||||||
| 327 WARREN STREET | HUDSON | NY | 12534 | NONE | PC | GENERAL PURPOSE | $250 |
| HUDSON RIVER MARITIME MUSEUM | |||||||
| 50 RONDOUT LANDING | KINGSTON | NY | 12401 | NONE | PC | GENERAL PURPOSE | $5,000 |
| 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 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $150 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 025542175 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $500 |
| NANTUCKET LAND COUNCIL | |||||||
| PO BOX 502 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $500 |
| NANTUCKET PRESERVATION | |||||||
| PO BOX 158 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL PURPOSE | $250 |
| PARADISUS DEI | |||||||
| 10850 RICHMOND AVE | HUSTON | TX | 77042 | NONE | PC | GENERAL PURPOSE | $100 |
| PBS THIRTEEN NY | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $1,000 |
| PCOM ALUMNI RELATIONS AND DEVELOPMENT | |||||||
| 4170 CITY LINE AVE | PHILADELPHIA | PA | 19131 | NONE | PC | GENERAL PURPOSE | $100 |
| PROJECT VOTE SMART | |||||||
| ONE COMMON GROUND | PHILIPSBURG | MT | 59858 | NONE | PC | GENERAL PURPOSE | $150 |
| RED HOOK PUBLIC LIBRARY | |||||||
| 7444 S BROADWAY | RED HOOK | NY | 12571 | NONE | PC | GENERAL PURPOSE | $1,000 |
| RIVERKEEPER | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PC | GENERAL PURPOSE | $100 |
| 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 | $250 |
| SUMMER SEARCH BOSTON | |||||||
| 3840 WASHINGTON STREET SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL PURPOSE | $500 |
| SWIM ACROSS AMERICA | |||||||
| 11600 N COMMUNITY HOUSE ROAD | CHARLOTTE | NC | 28277 | NONE | PC | GENERAL PURPOSE | $50 |
| TABOR ACADEMY | |||||||
| 232 FRONT ST | MARION | MA | 02738 | NONE | PC | GENERAL PURPOSE | $100 |
| USMMA ALUMNI FOUNDATION | |||||||
| 300 STEAMBOAT RD BABSON CENTER | KINGS POINT | NY | 11024 | NONE | PC | GENERAL PURPOSE | $100 |
| WAMC PUBLIC RADIO | |||||||
| 318 CENTRAL AVE | ALBANY | NY | 12206 | NONE | PC | GENERAL PURPOSE | $1,000 |
| WIKIMEDIA FOUNDATION | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL PURPOSE | $50 |
| WINNAKEE LAND TRUST | |||||||
| 7015 US 9 | RHINEBECK | NY | 12572 | NONE | PC | GENERAL PURPOSE | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,945 | 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 | $561 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,491 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $257,196 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $278,278 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,278 | 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 (69 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SAMUEL AND ELLEN PHELAN | ||||||
| 1 | 137 READ RD | RED HOOK | NY | 12571 | $263,863 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 2 | 137 READ RD | RED HOOK | NY | 12571 | $5,793 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 3 | 137 READ RD | RED HOOK | NY | 12571 | $8,940 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 4 | 137 READ RD | RED HOOK | NY | 12571 | $4,278 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 5 | 137 READ RD | RED HOOK | NY | 12571 | $2,826 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 6 | 137 READ RD | RED HOOK | NY | 12571 | $3,444 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 7 | 137 READ RD | RED HOOK | NY | 12571 | $8,290 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 8 | 137 READ RD | RED HOOK | NY | 12571 | $7,810 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 9 | 137 READ RD | RED HOOK | NY | 12571 | $7,784 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 10 | 137 READ RD | RED HOOK | NY | 12571 | $3,164 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 11 | 137 READ RD | RED HOOK | NY | 12571 | $4,693 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 12 | 137 READ RD | RED HOOK | NY | 12571 | $3,943 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 13 | 137 READ RD | RED HOOK | NY | 12571 | $4,178 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 14 | 137 READ RD | RED HOOK | NY | 12571 | $9,045 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 15 | 137 READ RD | RED HOOK | NY | 12571 | $3,972 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 16 | 137 READ RD | RED HOOK | NY | 12571 | $6,226 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 17 | 137 READ RD | RED HOOK | NY | 12571 | $3,983 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 18 | 137 READ RD | RED HOOK | NY | 12571 | $6,197 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 19 | 137 READ RD | RED HOOK | NY | 12571 | $4,058 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 20 | 137 READ RD | RED HOOK | NY | 12571 | $7,030 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 21 | 137 READ RD | RED HOOK | NY | 12571 | $2,623 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 22 | 137 READ RD | RED HOOK | NY | 12571 | $3,602 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 23 | 137 READ RD | RED HOOK | NY | 12571 | $6,082 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 24 | 137 READ RD | RED HOOK | NY | 12571 | $6,121 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 25 | 137 READ RD | RED HOOK | NY | 12571 | $4,383 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 26 | 137 READ RD | RED HOOK | NY | 12571 | $2,872 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 27 | 137 READ RD | RED HOOK | NY | 12571 | $3,760 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 28 | 137 READ RD | RED HOOK | NY | 12571 | $5,406 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 29 | 137 READ RD | RED HOOK | NY | 12571 | $2,566 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 30 | 137 READ RD | RED HOOK | NY | 12571 | $3,061 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 31 | 137 READ RD | RED HOOK | NY | 12571 | $5,549 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 32 | 137 READ RD | RED HOOK | NY | 12571 | $2,942 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 33 | 137 READ RD | RED HOOK | NY | 12571 | $2,815 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 34 | 137 READ RD | RED HOOK | NY | 12571 | $4,060 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 35 | 137 READ RD | RED HOOK | NY | 12571 | $4,088 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 36 | 137 READ RD | RED HOOK | NY | 12571 | $2,902 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 37 | 137 READ RD | RED HOOK | NY | 12571 | $2,985 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 38 | 137 READ RD | RED HOOK | NY | 12571 | $4,861 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 39 | 137 READ RD | RED HOOK | NY | 12571 | $4,403 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 40 | 137 READ RD | RED HOOK | NY | 12571 | $2,887 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 41 | 137 READ RD | RED HOOK | NY | 12571 | $4,804 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 42 | 137 READ RD | RED HOOK | NY | 12571 | $3,824 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 43 | 137 READ RD | RED HOOK | NY | 12571 | $8,704 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 44 | 137 READ RD | RED HOOK | NY | 12571 | $5,728 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 45 | 137 READ RD | RED HOOK | NY | 12571 | $1,248 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 46 | 137 READ RD | RED HOOK | NY | 12571 | $4,227 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 47 | 137 READ RD | RED HOOK | NY | 12571 | $3,321 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 48 | 137 READ RD | RED HOOK | NY | 12571 | $2,220 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 49 | 137 READ RD | RED HOOK | NY | 12571 | $1,845 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 50 | 137 READ RD | RED HOOK | NY | 12571 | $950 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 51 | 137 READ RD | RED HOOK | NY | 12571 | $56,398 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 52 | 137 READ RD | RED HOOK | NY | 12571 | $9,318 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 53 | 137 READ RD | RED HOOK | NY | 12571 | $3,210 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 54 | 137 READ RD | RED HOOK | NY | 12571 | $5,836 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 55 | 137 READ RD | RED HOOK | NY | 12571 | $14,582 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 56 | 137 READ RD | RED HOOK | NY | 12571 | $2,141 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 57 | 137 READ RD | RED HOOK | NY | 12571 | $14,813 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 58 | 137 READ RD | RED HOOK | NY | 12571 | $2,784 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 59 | 137 READ RD | RED HOOK | NY | 12571 | $85,791 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 60 | 137 READ RD | RED HOOK | NY | 12571 | $27,236 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 61 | 137 READ RD | RED HOOK | NY | 12571 | $20,602 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 62 | 137 READ RD | RED HOOK | NY | 12571 | $22,860 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 63 | 137 READ RD | RED HOOK | NY | 12571 | $22,256 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 64 | 137 READ RD | RED HOOK | NY | 12571 | $35,886 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 65 | 137 READ RD | RED HOOK | NY | 12571 | $19,018 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 66 | 137 READ RD | RED HOOK | NY | 12571 | $21,192 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 67 | 137 READ RD | RED HOOK | NY | 12571 | $17,758 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 68 | 137 READ RD | RED HOOK | NY | 12571 | $31,974 | Yes (X) |
| SAMUEL AND ELLEN PHELAN | ||||||
| 69 | 137 READ RD | RED HOOK | NY | 12571 | $97,236 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (69 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6115 SH WELLS FARGO OPPORTUNITY, COST 235,590 | $263,863 | 2019-07-03 |
| 2 | 73 SH EATON CORP PLC, COST 4,903 | $5,793 | 2019-07-18 |
| 3 | 367 SH ALLIANZ SE SPONSORED, COST 6,933 | $8,940 | 2019-07-18 |
| 4 | 47 SH AMERICAN ELECTRIC, COST 3,373 | $4,278 | 2019-07-18 |
| 5 | 6 SH BLACKROCK, COST 2,357 | $2,826 | 2019-07-18 |
| 6 | 66 SH COCA COLA, COST 2,795 | $3,444 | 2019-07-18 |
| 7 | 93 SH DUKE ENERGY, COST 7,220 | $8,290 | 2019-07-18 |
| 8 | 74 SH ENERGY CORP, COST 5,571 | $7,810 | 2019-07-18 |
| 9 | 178 SH FIRST ENERGY CORP, COST 6,371 | $7,784 | 2019-07-18 |
| 10 | 24 SH JOHNSON & JOHNSON, COST 2,761 | $3,164 | 2019-07-18 |
| 11 | 34 SH KIMBERLY CLARK, COST 3,875 | $4,693 | 2019-07-18 |
| 12 | 11 SH LOCKHEED MARTIN, COST 2,810 | $3,943 | 2019-07-18 |
| 13 | 51 SH MERCK, COST 3,362 | $4,178 | 2019-07-18 |
| 14 | 361 SH MUNICH, COST 6,970 | $9,045 | 2019-07-18 |
| 15 | 38 SH NESTLE, COST 2,838 | $3,972 | 2019-07-18 |
| 16 | 69 SH NOVARTIS, COST 4,669 | $6,226 | 2019-07-18 |
| 17 | 30 SH PEPSICO, COST 3,056 | $3,983 | 2019-07-18 |
| 18 | 145 SH PZIFER, COST 4,831 | $6,197 | 2019-07-18 |
| 19 | 35 SH PROCTER & GAMBLE, COST 2,922 | $4,058 | 2019-07-18 |
| 20 | 111 SH ROYAL DUTCH, COST 6,174 | $7,030 | 2019-07-18 |
| 21 | 63 SH TAIWAN, COST 1,861 | $2,623 | 2019-07-18 |
| 22 | 41 SH TARGET, COST 3,034 | $3,602 | 2019-07-18 |
| 23 | 313 SH TERNA RETE, COST 4,401 | $6,082 | 2019-07-18 |
| 24 | 97 SH UNILEVER, COST 4,245 | $6,121 | 2019-07-18 |
| 25 | 167 SH VINCI SA, COST 2,999 | $4,383 | 2019-07-18 |
| 26 | 18 SH WATSCO, COST 2,546 | $2,872 | 2019-07-18 |
| 27 | 49 SH AMEREN, COST 2,541 | $3,760 | 2019-07-18 |
| 28 | 134 SH ASTRZENECA, COST 3,788 | $5,406 | 2019-07-18 |
| 29 | 9 SH BROADCOM, COST 2,173 | $2,566 | 2019-07-18 |
| 30 | 15 SH CME GROUP, COST 1,746 | $3,061 | 2019-07-18 |
| 31 | 97 SH CISCO, COST 2,918 | $5,549 | 2019-07-18 |
| 32 | 32 SH GALLAGHER, COST 1,679 | $2,942 | 2019-07-18 |
| 33 | 57 SH INTEL, COST 2,043 | $2,815 | 2019-07-18 |
| 34 | 19 SH MCDONALDS, COST 2,318 | $4,060 | 2019-07-18 |
| 35 | 30 SH MICROSOFT, COST 1,873 | $4,088 | 2019-07-18 |
| 36 | 567 SH NATURGY ENERGY, COST 2,092 | $2,902 | 2019-07-18 |
| 37 | 12 SH PUBLIC STORAGE, COST 2,531 | $2,985 | 2019-07-18 |
| 38 | 143 SH ROCHE, COST 4,208 | $4,861 | 2019-07-18 |
| 39 | 82 SH ROGERS COMMUNICATIONS, COST 3,222 | $4,403 | 2019-07-18 |
| 40 | 651 SH SCOR SPONSORED, COST 2,266 | $2,887 | 2019-07-18 |
| 41 | 41 SH TEXAS INSTRUMENTS, COST 3,075 | $4,804 | 2019-07-18 |
| 42 | 44 SH WEC ENERGY, COST 2,579 | $3,824 | 2019-07-18 |
| 43 | 103 SH WELL TOWER, COST 6,866 | $8,704 | 2019-07-18 |
| 44 | 36 SH ALLERGAN, COST 2,140 | $5,728 | 2019-08-21 |
| 45 | 20 SH ALCON, COST 683 | $1,248 | 2019-08-21 |
| 46 | 50 SH ABBOTT LABS, COST 1,095 | $4,227 | 2019-08-21 |
| 47 | 50 SH ABBVIE, COST 1,187 | $3,321 | 2019-08-21 |
| 48 | 35 SH CITIGROUP, COST 1,260 | $2,220 | 2019-08-21 |
| 49 | 42 SH COMCAST, COST 158 | $1,845 | 2019-08-21 |
| 50 | 22 SH DOW, INC, COST 749 | $950 | 2019-08-21 |
| 51 | 817 SH EXXON, COST 5,119 | $56,398 | 2019-08-21 |
| 52 | 183 SH FORTUNE BRANDS, COST 88 | $9,318 | 2019-08-21 |
| 53 | 83 SH INTERNATIONAL PAPER, COST 723 | $3,210 | 2019-08-21 |
| 54 | 20 SH ISHARES CORE S&P, COST 2,659 | $5,836 | 2019-08-21 |
| 55 | 150 SH MARSH & MCLENNAN, COST 374 | $14,582 | 2019-08-21 |
| 56 | 25 SH MERCK, COST 1,340 | $2,141 | 2019-08-21 |
| 57 | 92 SH 3M, COST 15,366 | $14,813 | 2019-08-21 |
| 58 | 19 SH TRAVELERS CO, COST 72 | $2,784 | 2019-08-21 |
| 59 | 512 SH UNION PAC, COST 651 | $85,791 | 2019-08-21 |
| 60 | 215 SH UNITED TECHNOLOGIES, COST 4,608 | $27,236 | 2019-08-21 |
| 61 | 535 SH AT&T, COST 7,186 | $20,602 | 2019-12-16 |
| 62 | 655 SH BOA, COST 10,127 | $22,860 | 2019-12-16 |
| 63 | 383 SH INTEL, COST 8,971 | $22,256 | 2019-12-16 |
| 64 | 200 SH UNION PACIFIC, COST 254 | $35,886 | 2019-12-16 |
| 65 | 151 SH NXP, COST 11,635 | $19,018 | 2019-12-20 |
| 66 | 145 SH DISNEY, COST 13,870 | $21,192 | 2019-12-20 |
| 67 | 100 SH VANGUARD, COST 12,703 | $17,758 | 2019-12-20 |
| 68 | 600 SH ISHARES CORE MSCI, COST 23,880 | $31,974 | 2019-12-20 |
| 69 | 1200 SH VANGUARD TOTAL WORLD, COST 78,518 | $97,236 | 2019-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $644 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD BOND FUNDS | $28,609 | $72,563 |
| BANK OF AMERICA BOND FUNDS | $59,168 | $59,490 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD STOCKS | StockNm |
| EOY Book Value | $97,679 | EOYBookValueAmt |
| EOYFMV | $263,039 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD EQUITY FUNDS | AT COST | $375,950 | $480,516 |
| VANGUARD PUBLICLY TRADED PARTNERSHIPS | AT COST | $3,478 | $1,686 |
| BANK OF AMERICA EQUITY FUNDS | AT COST | $379,096 | $493,776 |
| BANK OF AMERCA - OTHER | AT COST | $10,004 | $9,815 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $37 | LegalFeesAmt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $408,089 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNG K-1 | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $257 | $0 | $0 |
| MASSACHUSETTS TAX | $35 | $0 | $0 |
| FEDERAL TAXES | $692 | $0 | $0 |
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