Patricia E Phelan And Joseph W Phelan Family Foundation Inc in Germantown, New York (NY)

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Patricia E Phelan And Joseph W Phelan Family Foundation Inc
Employer Identification Number (EIN)010567810
Name of OrganizationPatricia E Phelan And Joseph W Phelan Family Foundation Inc
In Care of NameGregory J Englund
AddressPO BOX 573, Germantown, NY 12526-0573
SubsectionCharitable Organization
Ruling Date10/2003
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,266,130
Amount of Income$455,553
Form 990 Revenue Amount$156,412
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $455,553 (it was $156,412 in 2011)
This organization: 

 $455,553
Other organizations performing similar types of work: 

 $90,224

Assets in 2012: $1,266,130 (it was $1,164,190 in 2011)
This organization: 

 $1,266,130
Other organizations performing similar types of work: 

 $323,888

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$156,412$52,407$0
Contributions, gifts, grants, etc., received$104,005
Interest on savings and temporary cash investments$22
Dividends and interest from securities$33,391
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$18,994
Total expenses and disbursements$59,247$0$0$54,736
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$4,511$0$0
Contributions, gifts, grants paid$54,736
Excess of revenue over expenses and disbursements$97,165
Net investment income$52,407
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,164,190$1,277,884
Cash - non-interest-bearing$106,297
Investments-U.S. and state government obligations$0
Investments-corporate stock$502,372
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$513,152
Other$42,369
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$1,164,190
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$18,994
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$1,048
Total credits and payments$0
Any penalty for underpayment of estimated tax$20
Tax due$1,068
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$1,321,621
Net value of noncharitable-use assets$1,301,800
Minimum investment return$65,090
Distributable Amount (for 2011)
Distributable amount$64,042
Undistributed Income (for 2011)
Distributable amount for 2011$64,042
Undistributed income for 2011. This amount must be distributed in 2012$63,874
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Kosciusko 21st Century Foundation Inc2170 N Pointe Dr, Warsaw, IN 46582-9043IN1967-11$72,939,129
2Wem 2000 Foundation, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$14,734,494
3The Beall Family Foundation5 San Joaquin Plz Ste 320, Newport Beach, CA 92660-5936CA2001-02$11,754,599
4North Penn Community Health Foundation2506 N Broad St Ste 206, Colmar, PA 18915-9439PA1956-03$6,461,062
5Henry E & Nancy H Bartels Trust Fbo, University Of New HavenPO BOX 187169, Hamden, CT 06518-7020CT1989-04$2,910,909
6Pugdin Memorial Fund P 61620004PO BOX 3038, Milwaukee, WI 53201-3038WI2000-03$2,007,783
7Lancaster County Partners For Youth IncPO BOX 1023, Lancaster, SC 29721-1023SC1996-10$698,073
8Gordon G Wilson Trust Uw Fbo, Covington United 32100302010 S Dearborn Il1-0117, Chicago, IL 60603-2300IL2000-01$590,765
9Abner F Morison Tr Fund, Bar Harbor Bank & TrustPO BOX 1100, Ellsworth, ME 04605-1100ME1993-03$121,688
10Carol Kestenbaum FoundationPO BOX 1083, Bellmore, NY 11710-0155NY2008-03$11,892
11The Wallace Foundation5 Penn Plz Fl 7, New York, NY 10001-1837NY1965-10$1,288,681,558
12Starr Foundation399 Park Avenue 17th Floor, New York, NY 10022-4614NY1958-07$528,475,789
13Foundation To Promote Open Society400 W 59th St, New York, NY 10019-1105NY2009-08$504,027,565
14Leeds Fam Foundation120 W 45th St Fl 7, New York, NY 10036-4041NY2000-08$304,082,254
15Surdna Foundation Inc330 Madison Avenue, New York, NY 10017-5001NY1938-04$167,883,888
16Robert W Wilson Charitable Tr, Wilson Rober T W Ttee520 83rd St Apt 1r, Brooklyn, NY 11209-4520NY2003-03$133,477,770
17King Street Charitable Tr, Higgins Brian J Et Al Ttee65 E 55th St Fl 30, New York, NY 10022-3358NY2005-01$74,698,419
18Fridolin Charitable Tr Ua 06282006, Fred Howard Ttee500 W 37th St - 5th Flr, New York, NY 10018-1118NY2006-10$46,713,305
19Mercury Foundation Of New York Inc767 Fifth Ave 44th Fl, New York, NY 10153-0023NY2003-04$28,821,840
20Robbins Foundation767 Fifth Ave 44th Flr, New York, NY 10153-0023NY2009-04$19,451,439
Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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