JOELSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOELSON FOUNDATION (EIN 13-6220799)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-07-23
- IRS object ID
- 202602049349100810
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-23T18:53:33-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 CARNEGIE CENTER STE 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136220799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Joelson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ORGANIZATION | InCareOfNm |
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 6095201188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WSB 506 Carnegie Center 400 | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Evelyn Lipton | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2122460230 | PhoneNum |
| Signature | 2026-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAL R TERR | PreparerPersonNm |
| PTIN | P00360976 | PTIN |
| Phone | 6095201188 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,986,987 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $314,517 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $314,517 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $186,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,060,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,159,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,060,321 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,624 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $317 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,564,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,561,179 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $141,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $81,694 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,254 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $69,440 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,257 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $339 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,918 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,141 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,134 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $147,255 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $144,974 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,281 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,794 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,857 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,867 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,717 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,457 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,260 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $451,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $252,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $708,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $708,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,160,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $960,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,404,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,367,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,612 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $188,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $188,825 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,005,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,285,247 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,798,162 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,729 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $16,118,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,474,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,986,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,282,895 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,282,895 | CapitalStockEOYAmt |
| Retained Earning BOY | -$3,164,425 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,808,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,118,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,474,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,118,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,474,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,118,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,404,394 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,522,864 | SubtotalAmt |
| Other Decreases | $48,792 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,474,072 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED BANK OF AMERICA STATEMENT | P | 2025-01-01 | 2025-12-31 | $3,238,815 | $3,103,012 | $135,725 | $135,803 |
| SEE ATTACHED BANK OF AMERICA STATEMENT | P | 2024-01-01 | 2025-12-31 | $8,920,553 | $6,962,083 | $1,924,501 | $1,958,470 |
| CAPITAL GAIN DIVIDENDS | P | $95 | |||||
| CAPITAL GAIN DIVIDENDS | P | $95 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,060,321 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,905 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,905 | SubtotalAmt |
| Tax Based On Investment Income | $32,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,070 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,070 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $26,858 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122460230 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WSB 506 CARNEGIE CENTER 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| EVELYN LIPTON | ||||||||
| C/O WSB 506 Carnegie Center 400 | Princeton | NJ | 08540 | PRESIDENT | 20.0 | $91,000 | $0 | $0 |
| HOWARD FIFE | ||||||||
| C/O WSB 506 Carnegie Center 400 | Princeton | NJ | 08540 | Secretary/Treasurer | 20.0 | $75,000 | $0 | $0 |
| RICHARD FIFE | ||||||||
| C/O WSB 506 Carnegie Center 400 | Princeton | NJ | 08540 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,291,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,515,451 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,515,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,732 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,207,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,010,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,010,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,905 | TotalTaxAmt |
| Distributable Before Adj | $977,481 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $977,481 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $977,481 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $960,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $960,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $977,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $24,596 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $222,874 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,295 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $296,765 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $960,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $960,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,381 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,381 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $279,384 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $279,384 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,215 | ExcessFromYear4Amt |
| Excess From Year3 | $222,874 | ExcessFromYear3Amt |
| Excess From Year2 | $49,295 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS CONTRIBUTIONS - SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WSB 506 CARNEGIE CENTER 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $708,100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $708,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $314,517 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,024 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,060,321 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,564,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,564,486 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHUMSMITH+BROWN, P.C. | CategoryTxt |
| Amt | $14,275 | Amt |
| Net Investment Income | $2,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,134 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| FURNITURE | 1997-09-30 | $7,625 | $7,625 | M7 | 7 |
| COMPUTER EQUIP. | 1997-09-30 | $3,364 | $3,364 | M5 | 5 |
| SOFTWARE | 2001-10-29 | $3,575 | $3,575 | M3 | 3 |
| FURNITURE | 2001-10-29 | $1,549 | $1,549 | M7 | 7 |
| COMPUTER | 2001-11-01 | $4,985 | $4,985 | M5 | 5 |
| TYPEWRITER | 2001-12-06 | $444 | $444 | M5 | 5 |
| SOFTWARE | 2003-07-16 | $8,306 | $8,306 | M3 | 3 |
| FURNITURE | 2007-10-02 | $740 | $740 | M7 | 7 |
| COMPUTER SOFTWARE | 2011-12-31 | $3,139 | $3,139 | M3 | 3 |
| COMPUTER SOFTWARE | 2012-12-31 | $2,460 | $2,460 | M3 | 3 |
| COMPUTER SOFTWARE | 2013-12-31 | $2,373 | $2,373 | M3 | 3 |
| COMPUTER SOFTWARE | 2014-12-31 | $2,492 | $2,492 | M3 | 3 |
| COMPUTER SOFTWARE | 2015-12-31 | $2,677 | $2,677 | M3 | 3 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. LARGE CAP | $5,897,644 | $7,455,478 |
| U.S. MID CAP | $2,138,112 | $2,564,462 |
| U.S. SMALL CAP | $1,578,407 | $1,707,481 |
| INTERNATIONAL DEVELOPED | $1,558,724 | $1,766,788 |
| EMERGING MARKETS | $930,106 | $1,071,452 |
| FIXED INCOME | $4,377,764 | $4,415,293 |
| GLOBAL HIGH YIELD TAXABLE | $804,490 | $817,208 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| FURNITURE | $7,625 | $7,625 |
| COMPUTER EQUIP. | $3,364 | $3,364 |
| SOFTWARE | $3,575 | $3,575 |
| FURNITURE | $1,549 | $1,549 |
| COMPUTER | $4,985 | $4,985 |
| TYPEWRITER | $444 | $444 |
| SOFTWARE | $8,306 | $8,306 |
| FURNITURE | $740 | $740 |
| COMPUTER SOFTWARE | $3,139 | $3,139 |
| COMPUTER SOFTWARE | $2,460 | $2,460 |
| COMPUTER SOFTWARE | $2,373 | $2,373 |
| COMPUTER SOFTWARE | $2,492 | $2,492 |
| COMPUTER SOFTWARE | $2,677 | $2,677 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING ADJUSTMENT | Desc |
| Amt | $48,792 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,175 | $326 | $1,849 |
| COMPUTER SOFTWARE | $1,862 | $279 | $1,583 |
| MISCELLANEOUS EXPENSES | $5,680 | $852 | $4,828 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX OVERPAYMENT | $3,307 | |
| CONSENT PAYMENT | $317 | $317 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOA INVESTMENT MGMT FEE | $144,572 | $144,572 | |
| COMPUTER CONSULTING | $2,683 | $402 | $2,281 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS FILING FEES | $25 | $25 | |
| FOREIGN TAXES | $4,885 | $4,885 | |
| PAYROLL TAXES | $19,814 | $16,842 | $2,972 |
| EXCISE TAX | $6,070 |
Comments