2014-05-14T08:00:24-05:00 2013-12-31 464001827 SAXBST LLP 26 COMPUTER DRIVE WEST ALBANY NY 12205 990PF 2013-01-01 800026536 ELLEN AND SAMUEL PHELAN FAMILY FOUNDATION INC ELLE 5185375200 137 READ RD RED HOOK NY 12571 MICHAEL DELVECCHIO TREASURER/SECRETARY/DIRECTOR 2104554009 2014-05-14 1 JUDY A CAHEE P00281935 5184596700 2013 2015-12-30 17:16:21Z X 318635 X 40000 5613 5613 3043 3043 3043 48656 8656 750 0 0 442 0 0 1645 0 0 135 82 0 1084 0 0 4056 82 0 18500 18500 22556 82 18500 26100 8574 64346 95974 95974 9948 9948 13549 34884 34884 54303 129210 123682 154809 238388 264488 318635 0 0 X 0 0 0 0 238388 264488 238388 264488 238388 264488 238388 26100 0 264488 0 264488 CAPITAL GAINS DIVIDENDS P 3043 3043 3043 3043 0 22486 239993 0.093694 12955 199297 0.065003 10360 155578 0.066590 8250 122924 0.067115 9730 112103 0.086795 0.379197 0.075839 274684 20832 86 20918 18500 171 0 171 0 171 0 171 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 1 0 0 1 N/A MICHAEL DELVECCHIO 2104554009 26 HUNT ST FORT BRAGG NC 28307 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 26 HUNT ST FORT BRAGG NC 28307 TREASURER/SECRETARY/DIRECT 1.00 750 0 0 SALLY PHELAN DELVECCHIO 26 HUNT ST FORT BRAGG NC 28307 DIRECTOR 1.00 0 0 0 JOHN C PHELAN 269 CHURCH AVE GERMANTOWN NY 12526 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 204864 74003 0 278867 0 0 278867 4183 274684 13734 13734 171 171 13563 0 13563 0 13563 18500 0 18500 0 18500 13563 0 0 4202 2158 2642 3059 10592 22653 18500 0 0 0 13563 4937 0 0 27590 0 0 0 0 0 0 4202 23388 2158 2642 3059 10592 4937 X AMERICAN LIVER FOUNDATIONRUN FOR RESEARCH 88 WINCHESTER ST NEWTON MA 02461 NONE PUBLIC CHARITY GENERAL PURPOSE 150 ARTISTS ASSOCIATION OF NANTUCKET PO BOX 1104 NANTUCKET MA 02554 NONE PUBLIC CHARITY GENERAL PURPOSE 250 BARD COLLEGE FISHER CENTER 60 MANOR AVE ANNANDALE NY 12504 NONE PUBLIC CHARITY GENERAL PURPOSE 500 BOSTON MEDICAL CENTERAMYLOID RESEARCH FOUNDATION 1 BOSTON MEDICAL CENTER PLAZA BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL PURPOSE 100 BOWLEY ELEMENTARY PTA PO BOX 70089 FORT BRAGG NC 28307 NONE PUBLIC CHARITY GENERAL PURPOSE 250 CLEARWATER 724 WOLCOTT AVE BEACON NY 12508 NONE PUBLIC CHARITY GENERAL PURPOSE 100 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY 80 WASHINGTON ST SUITE 201 POUGHKEEPSIE NY 12601 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 DEERFIELD ACADEMY 7 BOYDEN LANE PO BOX 87 DEERFIELD MA 01342 NONE PUBLIC CHARITY GENERAL PURPOSE 150 DUTCHESS LAND CONSERVENCY PO BOX 138 MILBROOK NY 12545 NONE PUBLIC CHARITY GENERAL PURPOSE 100 FRIENDS OF CLERMONT 87 CLERMONT AVENUE GERMANTOWN NY 125265632 NONE PUBLIC CHARITY GENERAL PURPOSE 250 GEORGETOWN UNIVERSITY ANNUAL FUND 37TH STREET AND O STREETS NW WASHINGTON DC 20057 NONE PUBLIC CHARITY GENERAL PURPOSE 150 GERMANTOWN STUDENT EDUCATION FUND PO BOX 553 GERMANTOWN NY 12526 NONE PUBLIC CHARITY GENERAL PURPOSE 500 HUDSON OPERA HOUSE 327 WARREN STREET HUDSON NY 12534 NONE PUBLIC CHARITY GENERAL PURPOSE 5250 HUDSONIA LTD PO BOX 5000 ANNANDALE NY 12504 NONE PUBLIC CHARITY GENERAL PURPOSE 250 NANTUCKET CONSERVATION FOUNDATION 118 CLIFF ROAD NANTUCKET MA 025542175 NONE PUBLIC CHARITY GENERAL PURPOSE 3000 NANTUCKET HISTORICAL ASSOCIATION PO BOX 1016 NANTUCKET MA 02554 NONE PUBLIC CHARITY GENERAL PURPOSE 250 NANTUCKET PRESERVATION PO BOX 158 NANTUCKET MA 02554 NONE PUBLIC CHARITY GENERAL PURPOSE 500 PBS THIRTEEN NY 825 8TH AVE NEW YORK NY 10019 NONE PUBLIC CHARITY GENERAL PURPOSE 250 PCOM ALUMNI RELATIONS AND DEVELOPMENT 4170 CITY LINE AVE PHILADELPHIA PA 19131 NONE PUBLIC CHARITY GENERAL PURPOSE 100 PROJECT VOTE SMART ONE COMMON GROUND PHILIPSBURG MT 59858 NONE PUBLIC CHARITY GENERAL PURPOSE 100 SMITH COLLEGE ALUMNI FUND PO BOX 340029 BOSTON MA 02241 NONE PUBLIC CHARITY GENERAL PURPOSE 100 UNIVERISTY OF ROCHESTER 500 JOSEPH C WILSON AVE ROCHESTER NY 14627 NONE PUBLIC CHARITY GENERAL PURPOSE 100 WAMC PUBLIC RADIO 318 CENTRAL AVE ALBANY NY 12206 NONE PUBLIC CHARITY GENERAL PURPOSE 300 WCAI PUBLIC RADIO 3 WATER ST PO BOX 82 WOODS HOLE MA 02543 NONE PUBLIC CHARITY GENERAL PURPOSE 100 WINNAKEE LAND TRUST 7015 US 9 RHINEBECK NY 12572 NONE PUBLIC CHARITY GENERAL PURPOSE 4700 18500 0 14 5613 14 3043 0 8656 0 8656 0 0 0 0 0 0 0 0 0 0 X X 1 SALLY MICHAEL DELVECCHIO 26 HUNT ST FORT BRAGG NC 28307 5000 X 2 SAMUEL ELLEN PHELAN 137 READ RD RED HOOK NY 12571 35000 X ACCOUNTING FEES 1645 0 0 VANGUARD BOND FUNDS 34884 54303 VANGAURD STOCKS 9948 13549 VANGUARD EQUITY FUNDS AT COST 123682 154809 LEGAL FEES 442 0 0 FILING FEE - MA. 50 0 0 MISCELLANEOUS 1034 0 0 SAMUEL PHELAN 137 READ RD RED HOOK NY 12571 ELLEN PHELAN 137 READ RD RED HOOK NY 12571 SALLY DELVECCHIO 26 HUNT ST FORT BRAGG NC 28307 MICHAEL DELVECCHIO 26 HUNT ST FORT BRAGG NC 28307 FEDERAL TAX 53 0 0 FOREIGN TAXES 82 82 0