Nonprofit · EIN 14-1836706
JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC
Tax-exempt · GERMANTOWN, NY 12526
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,450 | $23,720 | $730 | $141,089 | $0 | $141,089 |
| December 31, 2024 | 990-PF | $34,331 | $25,604 | $8,727 | $140,038 | $0 | $140,038 |
| December 31, 2023 | 990-PF | $14,310 | $26,291 | -$11,981 | $140,404 | $0 | $140,404 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,024
- Dividends
- $12,885
- Net gain from sales of assets
- -$459
Expenses
- Grants and similar amounts paid
- $21,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $21,700
- Excise tax on investment income
- $155
Balance sheet and other
- Total assets, start of year
- $140,038
- Total assets, end of year
- $141,089
- Total liabilities, end of year
- $0
- Net assets, end of year
- $141,089
- Fair market value of assets
- $435,040
- Qualifying distributions
- $21,700
- Net investment income
- $12,885
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH B PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | PRESIDENT | 1 | $0 |
| RICHARD S PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | TREASURER/CLERK | 1 | $0 |
| KATHRIN J MIDGLEY PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | DIRECTOR | 1 | $0 |
| STUART B PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | DIRECTOR | 1 | $0 |
| MATTHEW E PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH B PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | PRESIDENT | 1 | $0 |
| RICHARD S PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | TREASURER/CLERK | 1 | $0 |
| KATHRIN J MIDGLEY PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | DIRECTOR | 1 | $0 |
| STUART B PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | DIRECTOR | 1 | $0 |
| MATTHEW E PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH B PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | PRESIDENT | 1 | $0 |
| RICHARD S PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | TREASURER/CLERK | 1 | $0 |
| KATHRIN J MIDGLEY PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | DIRECTOR | 1 | $0 |
| STUART B PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | DIRECTOR | 1 | $0 |
| MATTHEW E PHELAN PO BOX 293 71 MOUNTAINVIEW RD, GERMANTOWN, NY 12526 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 293, GERMANTOWN, NY 12526-0293
- In care of
- % GREGORY J ENGLUND
- Signed the 990-PF
- JUDITH B PHELAN, PRESIDENT
- Phone
- (518) 537-5200
- Return prepared by
- BST & CO CPAS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 14-1836706
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $141,089
- Income (IRS master file)
- $36,795
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,450 | $23,720 | $141,089 | XML |
| 990-PF | December 2024 | $34,331 | $25,604 | $140,038 | IRS |
| 990-PF | December 2023 | $14,310 | $26,291 | $140,404 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-1836706).
Questions about JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC
- What is the EIN of JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC?
- The employer identification number (EIN) of JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC is 14-1836706.
- Is JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does JUDITH B PHELAN AND RICHARD S PHELAN FAM FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,450, expenses of $23,720 and total assets of $141,089 at year end.
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