SUSAN J ELLIS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SUSAN J ELLIS FOUNDATION (EIN 83-3820341)
Tax period: 2022-02-01 to 2023-01-31
Filed: 2023-09-13
IRS object ID: 202322569349100812
Schema version: 2022v5.0
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
Form 990-PF
Schedule B
Investments Corp Stock Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-09-13T11:55:12-04:00	ReturnTs
Tax Period End	2023-01-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232662877	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BOSTON & ASSOCIATES PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	136 GARRETT AVE STE 1	AddressLine1Txt
City	BRYN MAWR	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	190101359	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-02-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	833820341	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUSAN J ELLIS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SUSA	BusinessNameControlTxt
Phone	9999999999	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8016 ANDERSON STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19118	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KRISTIN FLOYD	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9999999999	PhoneNum
Signature	2023-09-12	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KRISTIN	PersonFirstNm
Person Last	FLOYD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL B BOSTON CPA	PreparerPersonNm
PTIN	P01210098	PTIN
Phone	6105273564	PhoneNum
Preparation	2023-09-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$835,300	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$38,250	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$17,460	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$17,460	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$28,431	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$28,431	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$28,431	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$19,473	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	$19,473	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$103,614	TotalRevAndExpnssAmt
Total Net Invst Incm	$45,891	TotalNetInvstIncmAmt
Total Adj Net Incm	$19,473	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$875	LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm	$875	LegalFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$52,964	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm	$14,727	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$38,237	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$79	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$79	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$3,871	OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm	$3,871	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$57,789	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$79	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$19,473	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$38,237	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$57,789	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$79	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$19,473	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$38,237	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$45,825	ExcessRevenueOverExpensesAmt
Net Investment Income	$45,812	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$7,099	CashBOYAmt
Cash EOY	$16,704	CashEOYAmt
Cash EOYFMV	$16,704	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$104,473	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$140,694	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$140,694	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$778,844	CorporateStockBOYAmt
Corporate Stock EOY	$677,902	CorporateStockEOYAmt
Corporate Stock EOYFMV	$677,902	CorporateStockEOYFMVAmt
Total Assets BOY	$890,416	TotalAssetsBOYAmt
Total Assets EOY	$835,300	TotalAssetsEOYAmt
Total Assets EOYFMV	$835,300	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$890,416	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$835,300	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$890,416	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$835,300	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$890,416	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$835,300	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$890,416	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$45,825	ExcessRevenueOverExpensesAmt
Subtotal	$936,241	SubtotalAmt
Other Decreases	$100,941	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$835,300	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$28,431	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$637	InvestmentIncomeExciseTaxAmt
Subtotal	$637	SubtotalAmt
Tax Based On Investment Income	$637	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$26	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$650	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$676	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$15	EsPenaltyAmt
Overpayment	$24	OverpaymentAmt
Applied To ES Tax	$24	AppliedToESTaxAmt

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	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	HTTPS://SUSANJELLIS.FOUNDATION	WebsiteAddressTxt
Individual With Books	KRISTIN FLOYD	IndividualWithBooksNm
Phone	9999999999	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O SUSAN J ELLIS FOUNDATION	AddressLine1Txt
Address Line2	PO BOX 9981	AddressLine2Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19118	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	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KRISTIN FLOYD
C/O SUSAN J ELLIS FOUNDATION	PO BOX 9981	PHILADELPHIA	PA	19118	TRUSTEE	5.00	$0	$0	$0
BETSY MCFARLAND
C/O SUSAN J ELLIS FOUNDATION	PO BOX 9981	PHILADELPHIA	PA	19118	TRUSTEE	0.50	$0	$0	$0
SARAHJANE REHNBORG PHD CVA
C/O SUSAN J ELLIS FOUNDATION	PO BOX 9981	PHILADELPHIA	PA	19118	TRUSTEE	0.50	$0	$0	$0
ERIN REBECCA SPINK MA
C/O SUSAN J ELLIS FOUNDATION	PO BOX 9981	PHILADELPHIA	PA	19118	TRUSTEE	0.50	$0	$0	$0
MELISSA HEINLEIN STORTI PHD CAVS
C/O SUSAN J ELLIS FOUNDATION	PO BOX 9981	PHILADELPHIA	PA	19118	TRUSTEE	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$702,381	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$122,194	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$824,575	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$824,575	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$12,369	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$812,206	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$40,610	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$40,610	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$637	TaxBasedOnInvestmentIncomeAmt
Total Tax	$637	TotalTaxAmt
Distributable Before Adj	$39,973	DistributableBeforeAdjAmt
Distributable Before Ded	$39,973	DistributableBeforeDedAmt
Distributable As Adjusted	$39,973	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$38,237	ExpensesAndContributionsAmt
Qualifying Distributions	$38,237	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$39,973	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$11,658	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$11,658	TotalExcessDistributionCyovAmt
Qualifying Distributions	$38,237	QualifyingDistributionsAmt
Applied To Current Year	$38,237	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$1,736	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$1,736	ExcessDistributionCyovAppCYAmt
Total Corpus	$9,922	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$9,922	ExcessDistriCyovToNextYrAmt
Excess From Year2	$9,922	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

Field	Value	IRS element (for citing)
Desc	SUBSCRIPTIONS	Desc
Related Or Exempt Function Incm	$19,473	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$17,460	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$28,431	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$45,891	ExclusionAmt
Related Or Exempt Function Incm	$19,473	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$65,364	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1A	LineNumberTxt
Relationship Statement	THE SUBSCRIPTION REVENUE IS A MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS EDUCATION AND RESEARCH ACTIVITIES PURPOSE.	RelationshipStatementTxt

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

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 Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ESTATE OF SUSAN J ELLIS	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O KRISTIN FLOYD EXECUTOR	AddressLine1Txt
Address Line2	8016 ANDERSON STREET	AddressLine2Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19118	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$38,250	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	FIDELITY ASSET MANAGER	StockNm
EOY Book Value	$677,902	EOYBookValueAmt
EOYFMV	$677,902	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$875	LegalFeesAmt
Adjusted Net Income	$875	AdjustedNetIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS	Desc
Amt	$100,941	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
SOFTWARE & APPLICATIONS	$2,945	$2,945
CREDIT CARD FEES	$69	$69
SHIPPING	$66	$66
SERVER & DOMAINS	$512	$512
OFFICE EXPENSE	$279	$279

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	SUBSCRIPTIONS	Desc
Revenue And Expenses Per Books	$19,473	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$19,473	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
ARCHIVIST	$5,600	$5,600
WEBSITE DEVELOPMENT SERVICES	$9,708		$9,708
EDITORIAL SERVICES	$37,656	$32,637	$5,019

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	ESTATE OF SUSAN J ELLIS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8016 ANDERSON STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19118	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT TAXES	CategoryTxt
Amt	$79	Amt
Net Investment Income	$79	NetInvestmentIncomeAmt

SUSAN J ELLIS FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments