ELLEN & SAMUEL PHELAN FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ELLEN & SAMUEL PHELAN FAMILY FOUNDATION INC (EIN 80-0026536)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201331339349100628
- Schema version
- 2012v2.1
- 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 Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T09:29:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542076905 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BST ADVISORS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 COMPUTER DRIVE WEST | AddressLine1 |
| City | ALBANY | City |
| State | NY | State |
| ZIP Code | 12205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800026536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLEN AND SAMUEL PHELAN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELLE | NameControl |
| Phone | 5185375200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 READ RD | AddressLine1 |
| City | RED HOOK | City |
| State | NY | State |
| ZIP Code | 12571 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL DELVECCHIO | Name |
| Title | TREASURER/SECRETARY/DIRECTOR | Title |
| Phone | 2104554009 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD O BOLLAM | Name |
| PTIN | P00050568 | PTIN |
| Phone | 5184596700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 262694 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 4674 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4674 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 668 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 668 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 668 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 35342 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5342 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1170 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 137 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 68 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 166 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1973 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 68 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22539 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22539 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 24512 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 68 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22539 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 10830 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5274 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 71399 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 64346 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 64346 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 9948 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 9948 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12247 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 34884 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 34884 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 42188 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 111327 | InvestmentsOtherBOY |
| Investments Other EOY | 129210 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 143913 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 227558 | TotalAssetsBOY |
| Total Assets EOY | 238388 | TotalAssetsEOY |
| Total Assets EOYFMV | 262694 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 227558 | RetainedEarningsBOY |
| Retained Earnings EOY | 238388 | RetainedEarningsEOY |
| Total Net Assets BOY | 227558 | TotalNetAssetsBOY |
| Total Net Assets EOY | 238388 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 227558 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 238388 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 227558 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 10830 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 238388 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 238388 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 668 | GrossSalesPrice |
| Gain Or Loss | 668 | GainOrLoss |
| Gains Minus Excess Or Losses | 668 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 668 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12955 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 199297 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065003 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10360 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 155578 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.066590 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 8250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 122924 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.067115 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9730 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 112103 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.086795 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 12440 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 93125 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.133584 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.419087 | TotalDistributionRatio |
| Average Distribution Ratio | 0.083817 | AverageDistributionRatio |
| Net Noncharitable Assets | 239993 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20115 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 53 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20168 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22539 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 53 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 53 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 53 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 53 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL DELVECCHIO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2104554009 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20814 CACTUS LOOP | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78258 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ELLEN PHELAN | ||||||||
| 137 READ RD | RED HOOK | NY | 12571 | PRESIDENT/DIRECTOR | 1.00 | 0 | 0 | 0 |
| SAMUEL PHELAN | ||||||||
| 137 READ RD | RED HOOK | NY | 12571 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MICHAEL DELVECCHIO | ||||||||
| 20814 CACTUS LOOP | SAN ANTONIO | TX | 78258 | TREASURER/SECRETARY/DIRECT | 1.00 | 500 | 0 | 0 |
| SALLY DELVECCHIO | ||||||||
| 20814 CACTUS LOOP | SAN ANTONIO | TX | 78258 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JOHN PHELAN | ||||||||
| 137 READ RD | RED HOOK | NY | 12571 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 183294 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 60354 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 243648 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 243648 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3655 | CashDeemedCharitable |
| Net Noncharitable Assets | 239993 | NetNoncharitableAssets |
| Minimum Investment Return | 12000 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12000 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 53 | TaxBasedOnInvestmentIncome |
| Total Tax | 53 | TotalTax |
| Distributable Amount Before Adj | 11947 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 11947 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 11947 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22539 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22539 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 53 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22486 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11947 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7871 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4202 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2158 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2642 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3059 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 19932 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22539 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11947 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10592 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 30524 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 7871 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 22653 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4202 | ExcessFromYear4 |
| Excess From Year3 | 2158 | ExcessFromYear3 |
| Excess From Year2 | 2642 | ExcessFromYear2 |
| Excess From Year1 | 3059 | ExcessFromYear1 |
| Excess From Current Year | 10592 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF SAN ANTONIO | |||||||
| 2718 WEST WOODLAWN AVENUE | SAN ANTONIO | TX | 78228 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100 |
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| PO BOX 1104 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250 |
| CANYON RIDGE ELEMENTARY PTA | |||||||
| 20522 STONE OAK PARKWAY | SAN ANTONIO | TX | 78258 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $217 |
| CANYON RIDGE ELEMENTARY SCHOOL | |||||||
| 20522 STONE OAK PARKWAY | SAN ANTONIO | NY | 78258 | NONE | PUBLIC SCHOOL (GOV'T | GENERAL PURPOSE | $72 |
| COMMUNITY FOUNDATION OF THE HUDSON VALLEY | |||||||
| 80 WASHINGTON ST | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LANE | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150 |
| DUTCHESS LAND CONSERVENCY | |||||||
| 4289 ROUTE 82 | MILBROOK | NY | 12545 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100 |
| EGBERT BENSON HISTORICAL SOCIETY OF RED HOOK | |||||||
| PO BOX 397 | RED HOOK | NY | 12571 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| FRIENDS OF CLERMONT | |||||||
| 87 CLERMONT AVENUE | GERMANTOWN | NY | 125265632 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250 |
| FRIENDS OF ELMENDORPH | |||||||
| PO BOX 44 7562 RT 9 | RED HOOK | NY | 12571 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250 |
| GEORGETOWN UNIVERSITY ANNUAL FUND | |||||||
| 37TH STREET AND O STREETS | WASHINGTON | DC | 20057 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200 |
| GERMANTOWN STUDENT EDUCATION FUND | |||||||
| 800 N MAIN STREET PO BOX 400 | SHEFFIELD | MA | 021570400 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250 |
| HUDSON OPERA HOUSE | |||||||
| 327 WARREN STREET | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,250 |
| HUDSON RIVER SLOOP CLEARWATER | |||||||
| 724 WOLCOTT AVE | BEACON | NY | 12508 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100 |
| HUDSONIA LTD | |||||||
| PO BOX 66 | RED HOOK | NY | 125710066 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $300 |
| INHERITANCE OF HOPE | |||||||
| PO BOX 90 | PISGAH FOREST | NC | 28768 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200 |
| MARIA MITCHELL ASSOCIATION | |||||||
| 4 VESTAL STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 025542175 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| 15 BROAD STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250 |
| PBS THIRTEEN | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| PCOM ALUMNI RELATIONS AND DEVELOPMENT | |||||||
| 4180 CITY AVENUE | PHILADELPHIA | PA | 191311695 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100 |
| PROJECT VOTE SMART | |||||||
| ONE COMMON GROUND | PHILIPSBURG | MT | 59858 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200 |
| SMITH COLLEGE ALUMNI FUND | |||||||
| SMITH COLLEGE | NORTHAMPTON | MA | 01063 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100 |
| WAMC PUBLIC RADIO | |||||||
| PO BOX 66600 | ALBANY | NY | 12206 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200 |
| WCAI PUBLIC RADIO | |||||||
| 3 WATER ST | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100 |
| WINNAKEE LAND TRUST | |||||||
| 7015 US 9 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22539 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,674 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $668 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,342 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5342 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | SALLY MICHAEL DELVECCHIO | 20814 CACTUS LOOP | SAN ANTONIO | TX | 78258 | 5000 | X |
| 2 | SAMUEL ELLEN PHELAN | PO BOX 398 | TIVOLI | NY | 12583 | 25000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,170 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | VANGUARD BOND FUNDS | NameOfBond |
| EOY Book Value | 34884 | EOYBookValue |
| EOYFMV | 42188 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VANGAURD STOCKS | NameOfStock |
| EOY Book Value | 9948 | EOYBookValue |
| EOYFMV | 12247 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD EQUITY FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 129210 | BookValue |
| EOYFMV | 143913 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEE - MA. | 35 | 0 | 0 |
| MISCELLANEOUS | 131 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| SAMUEL PHELAN | |||
| 137 READ RD | RED HOOK | NY | 12571 |
| ELLEN PHELAN | |||
| 137 READ RD | RED HOOK | NY | 12571 |
| SALLY DELVECCHIO | |||
| 20814 CACTUS LOOP | SAN ANTONIO | TX | 78258 |
| MICHAEL DELVECCHIO | |||
| 20814 CACTUS LOOP | SAN ANTONIO | TX | 78258 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX | $69 | 0 | 0 |
| FOREIGN TAXES | $68 | 68 | 0 |
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