BETA

SUSAN J ELLIS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SUSAN J ELLIS FOUNDATION (EIN 83-3820341)
Tax period
2025-02-01 to 2026-01-31
Filed
2026-06-10
IRS object ID
202631619349100508
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-10T13:06:42-04:00ReturnTs
Tax Period End2026-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232662877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOSTON & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1136 GARRETT AVE STE 1AddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190101359ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN833820341EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSAN J ELLIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUSABusinessNameControlTxt
Phone9999999999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18016 ANDERSON STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19118ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTIN FLOYDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9999999999PhoneNum
Signature2026-06-06SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL B BOSTON CPAPreparerPersonNm
PTINP01210098PTIN
Phone6105273564PhoneNum
Preparation2026-06-10PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$871,140FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$27,783DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,783DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,744NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,744CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$18,694OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$18,694OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$62,221TotalRevAndExpnssAmt
Total Net Invst Incm$43,527TotalNetInvstIncmAmt
Total Adj Net Incm$18,694TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$5,299LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm$5,299LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$800AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$60,066OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$9,442OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$50,624OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$138TaxesRevAndExpnssAmt
Taxes Net Invst Incm$138TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,153OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$3,153OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$69,456TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$138TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$18,694TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,624TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,456TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$138TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$18,694TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$50,624TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,235ExcessRevenueOverExpensesAmt
Net Investment Income$43,389NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,356CashBOYAmt
Cash EOY$37,037CashEOYAmt
Cash EOYFMV$37,037CashEOYFMVAmt
Sav And Temp Cash Invst BOY$338,625SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$290,152SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$290,152SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$490,909CorporateStockBOYAmt
Corporate Stock EOY$543,951CorporateStockEOYAmt
Corporate Stock EOYFMV$543,951CorporateStockEOYFMVAmt
Total Assets BOY$851,890TotalAssetsBOYAmt
Total Assets EOY$871,140TotalAssetsEOYAmt
Total Assets EOYFMV$871,140TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$851,890NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$871,140NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$851,890TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$871,140TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$851,890TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$871,140TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$851,890TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,235ExcessRevenueOverExpensesAmt
Other Increases$26,485OtherIncreasesAmt
Subtotal$871,140SubtotalAmt
Tot Net Ast Or Fund Balances EOY$871,140TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$15,744CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$603InvestmentIncomeExciseTaxAmt
Subtotal$603SubtotalAmt
Tax Based On Investment Income$603TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$20EsPenaltyAmt
Tax Due$623TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressHTTPS://SUSANJELLIS.FOUNDATIONWebsiteAddressTxt
Individual With BooksKRISTIN FLOYDIndividualWithBooksNm
Phone9999999999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O SUSAN J ELLIS FOUNDATIONAddressLine1Txt
Address Line2PO BOX 9981AddressLine2Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19118ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KRISTIN FLOYD
C/O SUSAN J ELLIS FOUNDATIONPO BOX 9981PHILADELPHIAPA19118TRUSTEE5.00$0$0$0
BETSY MCFARLAND
C/O SUSAN J ELLIS FOUNDATIONPO BOX 9981PHILADELPHIAPA19118TRUSTEE2.00$0$0$0
ERIN REBECCA SPINK MA
C/O SUSAN J ELLIS FOUNDATIONPO BOX 9981PHILADELPHIAPA19118TRUSTEE0.50$0$0$0
MELISSA HEINLEIN STORTI PHD CAVS
C/O SUSAN J ELLIS FOUNDATIONPO BOX 9981PHILADELPHIAPA19118TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$513,718AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$345,262AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$858,980TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$858,980AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,885CashDeemedCharitableAmt
Net Vl Noncharitable Assets$846,095NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,305MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,305MinimumInvestmentReturnAmt
Tax Based On Investment Income$603TaxBasedOnInvestmentIncomeAmt
Total Tax$603TotalTaxAmt
Distributable Before Adj$41,702DistributableBeforeAdjAmt
Distributable Before Ded$41,702DistributableBeforeDedAmt
Distributable As Adjusted$41,702DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,624ExpensesAndContributionsAmt
Qualifying Distributions$50,624QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,702DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,922ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$3,450ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,120ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,492TotalExcessDistributionCyovAmt
Qualifying Distributions$50,624QualifyingDistributionsAmt
Applied To Current Year$41,702AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,922RemainingDistriFromCorpusAmt
Total Corpus$32,414TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,922ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$22,492ExcessDistriCyovToNextYrAmt
Excess From Year2$3,450ExcessFromYear2Amt
Excess From Year1$10,120ExcessFromYear1Amt
Excess From Current Year$8,922ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescSUBSCRIPTIONSDesc
Related Or Exempt Function Incm$18,694RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,783ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,744RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,783ExclusionAmt
Related Or Exempt Function Incm$34,438RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,221TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementTHE SUBSCRIPTION REVENUE IS A MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS EDUCATION AND RESEARCH ACTIVITIES PURPOSE.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$800Amt
Adjusted Net Income$800AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY ASSET MANAGERStockNm
EOY Book Value$543,951EOYBookValueAmt
EOYFMV$543,951EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,299LegalFeesAmt
Adjusted Net Income$5,299AdjustedNetIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
SOFTWARE & APPLICATIONS$2,458$2,458
SERVER & DOMAINS$523$523
SHIPPING$25$25
OFFICE EXPENSE$4$4
OTHER TAXES$143$143

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSUBSCRIPTIONSDesc
Revenue And Expenses Per Books$18,694RevenueAndExpensesPerBooksAmt
Adjusted Net Income$18,694AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$26,485Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ARCHIVIST$4,800$4,800
WEBSITE DEVELOPMENT SERVICES$8,086$7,044$1,042
EDITORIAL SERVICES$38,780$38,780
MARKETING$6,000$6,000
ADMINISTRATION$2,400$2,400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXESCategoryTxt
Amt$138Amt
Net Investment Income$138NetInvestmentIncomeAmt

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