Stowe C & Charlton Y Phelps Charitable Foundation, Charlton Y Phelps & Stowe C Ttee in New York, New York (NY)

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Stowe C & Charlton Y Phelps Charitable Foundation, Charlton Y Phelps & Stowe C Ttee
Employer Identification Number (EIN)200403560
Name of OrganizationStowe C & Charlton Y Phelps Charitable Foundation
Secondary NameCharlton Y Phelps & Stowe C Ttee
In Care of NameCharlton Y Phelps
Address149 E 73rd St, New York, NY 10021-3592
SubsectionCharitable Organization
Ruling Date09/2004
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$278,621
Amount of Income$45,229
Form 990 Revenue Amount$14,079
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $45,229 (it was $14,079 in 2011)
Stowe C & Charlton Y Phelps Charitable Foundation, Charlton Y Phelps & Stowe C Ttee: 

 $45,229
Other organizations performing similar types of work: 

 $90,224

Assets in 2012: $278,621 (it was $290,378 in 2011)
This organization: 

 $278,621
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$14,079$14,079$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$1,188
Dividends and interest from securities$7,484
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$5,407
Total expenses and disbursements$23,676$12,056$0$11,620
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$12,056$12,056$0
Contributions, gifts, grants paid$11,620
Excess of revenue over expenses and disbursements$-9,597
Net investment income$2,023
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$290,378$342,264
Cash - non-interest-bearing$2,823
Investments-U.S. and state government obligations$0
Investments-corporate stock$202,591
Investments-corporate bonds$85,656
Investments-mortgage loans$0
Investments-other$0
Total liabilities$0
Total liabilities and net assets/fund balances$290,378
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$5,407
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$40
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$40
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$349,049
Net value of noncharitable-use assets$343,820
Minimum investment return$17,191
Distributable Amount (for 2011)
Distributable amount$17,151
Undistributed Income (for 2011)
Distributable amount for 2011$17,151
Undistributed income for 2011. This amount must be distributed in 2012$14,157
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
1Jennifer And Jonathan Allan Soros Foundation888 Seventh St, New York, NY 10106-0001NY2010-03$153,979,054
2Paul E Singer Foundation551 5th Ave Fl 18, New York, NY 10176-1899NY2010-04$115,000,000
3William And Sue Gross Family FoundationPO BOX 15014, Albany, NY 12212-5014NY2003-09$70,281,686
4Butters Foundation1 Rockefeller Plz Rm 321, New York, NY 10020-2134NY2012-06$44,713,999
5Inmaat Foundation1 Rockefeller Plz Rm 321, New York, NY 10020-2134NY2012-02$41,143,723
6Shaw Family Endowment Fund120 W 45th St Fl 39, New York, NY 10036-4041NY2009-01$40,072,793
7Wilma S And Laurence A Tisch Foundation, Wilma S Tisch Ttee655 Madison Ave, New York, NY 10065-8043NY2012-05$37,137,728
8Foundation For A Just Society160 5th Ave Fl 7, New York, NY 10010-7037NY2010-10$30,115,253
9Stewart J Rahr Foundation725 5th Ave 24th Fl, New York, NY 10022-2519NY2011-04$27,399,101
10Overdeck Family Foundation100 Ave Of The Amer Fl 16, New York, NY 10013-1689NY2010-04$25,500,000
11The Shs Foundation, Feldman Richard E FidC/O Richard Feldman 7 Penn Plaza No, New York, NY 10001NY2003-01$24,413,481
12Paulson Family Foundation1251 Avenue Of The Americas 50th, New York, NY 10020NY2009-09$24,000,000
13Rowan Family Foundation Inc927 5th Ave, New York, NY 10021-2650NY2005-03$20,502,798
14Tr Ua 06162003, Bricker William L Jr Ttee730 5th Ave Fl 20, New York, NY 10019-4105NY2011-02$15,039,256
15Recanati-Kaplan Foundation, Thom Waye Ttee401 E 80th St Apt 12a, New York, NY 10075-0649NY2011-09$14,905,907
16Seymour Fox Memorial Foundation IncPO BOX 869, Troy, NY 12181-0869NY2012-03$14,100,772
17Travis FoundationTwo Court Square 8th Fl, Long Island City, NY 11101-4356NY2011-06$12,320,470
18The Neuberger Berman Foundation605 Third Ave, New York, NY 10158-0180NY2000-11$12,158,684
19Y C Ho Helen & Michael Chiang Foundation60 East 42nd St, New York, NY 10165-0006NY2007-05$11,485,639
20Zankel Fund622 Third Ave, New York, NY 10017-6707NY2008-12$11,292,423
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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