RICHARD J PHELPS CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: RICHARD J PHELPS CHARITABLE FOUNDATION (EIN 22-3090828)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2022-11-08
IRS object ID: 202203129349101700
Schema version: 2021v4.2
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 Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-08T11:43:48-06:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	261615974	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH B COHAN & ASSOCIATES PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	128 CARNEGIE ROW SUITE 206	AddressLine1Txt
City	NORWOOD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02062	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223090828	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RICHARD J PHELPS CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RICH	BusinessNameControlTxt
Phone	6178332802	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	42 WILLOWDALE ROAD	AddressLine1Txt
City	TOPSFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01983	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD PHELPS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6178332802	PhoneNum
Signature	2022-11-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RICHARD	PersonFirstNm
Person Last	PHELPS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL DEPRISCO CPA	PreparerPersonNm
PTIN	P00805358	PTIN
Phone	7813263311	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$32,733	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$28,640	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$130	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$130	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$177,708	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$205,178	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$177,708	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$206,479	TotalRevAndExpnssAmt
Total Net Invst Incm	$177,839	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,888	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,444	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,444	AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss	$19	InterestRevAndExpnssAmt
Interest Net Invst Incm	$19	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss	$47	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$47	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,954	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,463	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,491	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$184,850	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$184,850	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$189,804	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,463	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$187,341	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$16,675	ExcessRevenueOverExpensesAmt
Net Investment Income	$175,376	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$5,778	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$18,759	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$18,759	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,112	CorporateStockBOYAmt
Corporate Stock EOY	$2,283	CorporateStockEOYAmt
Corporate Stock EOYFMV	$13,974	CorporateStockEOYFMVAmt
Total Assets BOY	$6,890	TotalAssetsBOYAmt
Total Assets EOY	$21,042	TotalAssetsEOYAmt
Total Assets EOYFMV	$32,733	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$25,026	CapitalStockBOYAmt
Capital Stock EOY	$6,891	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	-$18,136	RetainedEarningBOYAmt
Retained Earning EOY	$14,151	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,890	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$21,042	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,890	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$21,042	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,890	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$16,675	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$23,565	SubtotalAmt
Other Decreases	$2,523	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$21,042	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	D	HowAcquiredCd
Gross Sales Price	$205,178	GrossSalesPriceAmt
Cost Or Other Basis	$27,470	CostOrOtherBasisAmt
Gain Or Loss	$177,708	GainOrLossAmt
Gains Minus Excess Or Losses	$177,708	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$177,708	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,438	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,438	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,438	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$438	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	EDWARD RODGERS	IndividualWithBooksNm
Phone	9787669647	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	42 WILLOWDALE ROAD	AddressLine1Txt
City	TOPSFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01983	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD J PHELPS
400 N FLAGLER DRIVE	W PALM BEACH	FL	33401	TRUSTEE	2.00	$0	$0	$0
ANN JACOBS
18 CONANT ROAD	WESTON	MA	02493	TRUSTEE	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$19,651	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,612	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$32,263	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$32,263	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$484	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$31,779	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,589	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,589	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,438	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,438	TotalTaxAmt
Distributable Before Adj	$0	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$0	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$187,341	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$187,341	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$128,250	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$90,431	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$122,905	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$147,837	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$158,486	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$647,909	TotalExcessDistributionCyovAmt
Qualifying Distributions	$187,341	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$0	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$187,341	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$835,250	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$128,250	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$707,000	ExcessDistriCyovToNextYrAmt
Excess From Year4	$90,431	ExcessFromYear4Amt
Excess From Year3	$122,905	ExcessFromYear3Amt
Excess From Year2	$147,837	ExcessFromYear2Amt
Excess From Year1	$158,486	ExcessFromYear1Amt
Excess From Current Year	$187,341	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	RICHARD PHELPS	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 N FLAGLER DRIVE	AddressLine1Txt
City	WEST PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33401	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6178332802	RecipientPhoneNum
Recipient Email Address	EDRODGERS0417@ICLOUD.COM	RecipientEmailAddressTxt
Form And Info And Materials	N/A	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BOSTON GLOBE CHARITABLE FDN
1 EXCHANGE PL STE 201	BOSTON	MA	02109	N/A	PC	GENERAL	$27,000
BRIGHAM & WOMENS HOSPITAL
75 FRANCIS STREET	BOSTON	MA	02115	N/A	PC	GENERAL	$4,000
DIOCESE OF PALM BEACH
9995 NORTH MILITARY TRAIL	PALM BEACH GARDENS	FL	33410	N/A	PC	GENERAL	$500
ESPERANZA
PO BOX 6397	LANCASTER	PA	17607	N/A	PC	GENERAL	$5,000
GEORGE BUSH PRESEDNTIAL LIBRAY
1000 GEORGE BUSH DR	COLLEGE STATION	TX	77845	N/A	PC	GENERAL	$3,000
GLOBE SANTA
300 CONSTITUTION DR	TAUNTON	MA	02780	N/A	PC	GENERAL	$1,000
HEART OF NATION
1205 S 70TH ST 701	WEST ALLIS	WI	53214	N/A	PC	GENERAL	$700
HISTORICAL SOCIETY OF WATERTOWN
28 MARSHALL STREET	WATERTOWN	MA	02472	N/A	PC	GENERAL	$100
HOME OF LITTLE WANDERERS
10 GUEST STREET	BOSTON	MA	02135	N/A	PC	GENERAL	$500
IRELAND FUNDS OF AMERICA
10 POST OFFICE SQUARE SUITE 1205	BOSTON	MA	02109	N/A	PC	GENERAL	$1,500
JFK LIBRARY FOUNDATION INC
COLUMBIA POINT	BOSTON	MA	02125	N/A	PC	GENERAL	$25,000
MULITPLE SCLEROSIS ASSOCIATION OF AMERICA
375 KINGS HIGHWAY NORTH	CHERRY HILL	NJ	08034	N/A	PC	GENERAL	$500
NATIONAL AIR AND SPACE MUSEUM
600 INDEPENDENCE AVE SW	WASHINGTON	DC	20560	N/A	PC	GENERAL	$50
NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREET	NEW ORLEANS	LA	70130	N/A	PC	GENERAL	$1,500
NAVAL WAR COLLEGE MUSEUM
LUCE AVE	NEWPORT	RI	02841	N/A	PC	GENERAL	$1,000
NEW ENGLAND BAPTIST COLLEGE
1541 WEST STREET	SOUTHINGTON	CT	06489	N/A	PC	GENERAL	$5,000
NORTON MUSEUM OF ART
1450 S DIXIE HWY	WEST PALM BEACH	FL	33401	N/A	PC	GENERAL	$1,000
OPPORTUNITY EARLY CHILDHOOD
4171 WESTGATE AVE	WEST PALM BEACH	FL	33409	N/A	PC	GENERAL	$1,000
PALM BEACH NAVY SEAL
277 ROYAL POINCIANA WAY 190	PALM BEACH	FL	33480	N/A	PC	GENERAL	$2,500
PAR 3 FOUNDATION
251 ROYAL PALM WAY	PALM BEACH	FL	33480	N/A	PC	GENERAL	$2,400
PENICK VILLAGE FOUNDATION
500 E RHODE ISLAND AVE	SOUTHERN PINES	NC	28387	N/A	PC	GENERAL	$1,000
PINE STREET INN
444 HARRISON AVE	BOSTON	MA	02118	N/A	PC	GENERAL	$100
PRESERVATION FOUNDATION OF PALM BEACH
311 PERUVIAN AVE	PALM BEACH	FL	33480	N/A	PC	GENERAL	$3,000
ROLEY CUF
450 BROOKLINE AVE	BOSTON	MA	02115	N/A	PC	GENERAL	$2,000
SALVATION ARMY
615 SLATERS LANE	ALEXANDRIA	VA	22314	N/A	PC	GENERAL	$1,000
SANDHILLS COMMUNITY COLLEGE FOUNDATION INC
3395 AIRPORT RD	PINEHURST	NC	28374	N/A	PC	GENERAL	$1,500
ST EDWARDS UNIVERSITY
3001 S CONGRESS AVE	AUSTIN	TX	78704	N/A	PC	GENERAL	$2,000
ST THOMAS MORE CHURCH
2510 S FREMONT AVE	ALHAMBRA	CA	91803	N/A	PC	GENERAL	$500
TENACITY BOSTON
38 EEVERETT STREET	BOSTON	MA	02134	N/A	PC	GENERAL	$1,000
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STRET	ANDOVER	MA	01810	N/A	PC	GENERAL	$1,000
UNIVERSITY OF NOTRE DAME
724 GRACE HALL	NOTRE DAME	IN	46556	N/A	PC	GENERAL	$2,000
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RD BOX 722	WINSTON SALEM	NC	27109	N/A	PC	GENERAL	$25,000
WETA FOR PBS NEWS
3939 CAMPBELL AVENUE	ARLINGTON	VA	22206	N/A	PC	GENERAL	$50,000
YALE UNIVERSITY
PO BOX 2038	NEW HAVEN	CT	06521	N/A	PC	GENERAL	$2,500
YALE ALUMNI MAGAZINE
PO BOX 1905	NEW HAVEN	CT	06509	N/A	PC	GENERAL	$3,000
YOUTH TENNIS FOUNDATION
110 TURNPIKE RD	WESTBOROUGH	MA	01581	N/A	PC	GENERAL	$6,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$184,850	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$130	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$177,708	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$177,839	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$177,839	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	RICHARD PHELPS	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 N FLAGLER DRIVE	AddressLine1Txt
City	WEST PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33401	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$28,640	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	APPLE, INC. - 70 SHARES	$10,195	2021-07-13
1	APPLE, INC. - 172 SHARES	$25,654	2021-07-14
1	ALPHABET, INC. - 10 SHARES	$25,647	2021-07-14
1	AMAZON.COM, INC. - 2 SHARES	$7,147	2021-07-16
1	VONTIER CORPRATION - 132 SHARES	$4,110	2021-07-16
1	MASTERCARD, INC. - 30 SHARES	$11,503	2021-07-28
1	APPLE, INC. - 70 SHARES	$10,498	2021-08-23
1	APPLE, INC. - 65 SHARES	$10,082	2021-09-08
1	APPLE, INC. - 170 SHARES	$25,753	2021-11-03
1	APPLE, INC. - 148 SHARES	$24,236	2021-12-02
1	APPLE, INC. - 65 SHARES	$10,587	2022-04-25
1	LOWES COMPANIES, INC. - 80 SHARES	$15,520	2022-05-13
1	APPLE, INC. - 175 SHARES	$24,962	2022-06-09

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,888	Amt
Net Investment Income	$2,444	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,444	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	80 SHARES LOWES COMPANIES, INC.	StockNm
EOY Book Value	$2,283	EOYBookValueAmt
EOYFMV	$13,974	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL EXCISE TAX	Desc
Amt	$2,523	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES	$35	$0	$35
BANK FEES	$12	$0	$12

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	RICHARD PHELPS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 N FLAGLER DRIVE	AddressLine1Txt
City	WEST PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33401	ZIPCd