SUSAN J ELLIS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SUSAN J ELLIS FOUNDATION (EIN 83-3820341)
Tax period: 2021-02-01 to 2022-01-31
Filed: 2022-06-29
IRS object ID: 202241809349100804
Schema version: 2021v4.0
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 Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-06-29T10:38:26-05:00	ReturnTs
Tax Period End	2022-01-31	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	2021-02-01	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	2022-06-16	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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL B BOSTON CPA	PreparerPersonNm
PTIN	P01210098	PTIN
Phone	6105273564	PhoneNum
Preparation	2022-06-29	PreparationDt

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	$890,416	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	$13,739	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$16,959	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$16,959	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$6,826	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,826	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,826	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$17,627	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	$17,627	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$55,151	TotalRevAndExpnssAmt
Total Net Invst Incm	$23,785	TotalNetInvstIncmAmt
Total Adj Net Incm	$17,627	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$2,650	LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm	$2,650	LegalFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$48,644	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm	$10,883	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$37,761	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$450	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$450	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$4,094	OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm	$4,094	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$55,838	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$450	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$17,627	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$37,761	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$55,838	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$450	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$17,627	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$37,761	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$687	ExcessRevenueOverExpensesAmt
Net Investment Income	$23,335	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$11,948	CashBOYAmt
Cash EOY	$7,099	CashEOYAmt
Cash EOYFMV	$7,099	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$150,311	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$104,473	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$104,473	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$705,035	CorporateStockBOYAmt
Corporate Stock EOY	$778,844	CorporateStockEOYAmt
Corporate Stock EOYFMV	$778,844	CorporateStockEOYFMVAmt
Total Assets BOY	$867,294	TotalAssetsBOYAmt
Total Assets EOY	$890,416	TotalAssetsEOYAmt
Total Assets EOYFMV	$890,416	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$867,294	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$890,416	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$867,294	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$890,416	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$867,294	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$890,416	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$867,294	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$687	ExcessRevenueOverExpensesAmt
Other Increases	$23,809	OtherIncreasesAmt
Subtotal	$890,416	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$890,416	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,826	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$324	InvestmentIncomeExciseTaxAmt
Subtotal	$324	SubtotalAmt
Tax Based On Investment Income	$324	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$350	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$350	TotalPaymentsAndCreditsAmt
Overpayment	$26	OverpaymentAmt
Applied To ES Tax	$26	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	$790,027	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$111,524	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$901,551	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$901,551	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$13,523	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$888,028	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$44,401	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$44,401	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$324	TaxBasedOnInvestmentIncomeAmt
Total Tax	$324	TotalTaxAmt
Distributable Before Adj	$44,077	DistributableBeforeAdjAmt
Distributable Before Ded	$44,077	DistributableBeforeDedAmt
Distributable As Adjusted	$44,077	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$37,761	ExpensesAndContributionsAmt
Qualifying Distributions	$37,761	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$44,077	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$17,974	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$17,974	TotalExcessDistributionCyovAmt
Qualifying Distributions	$37,761	QualifyingDistributionsAmt
Applied To Current Year	$37,761	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$6,316	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$6,316	ExcessDistributionCyovAppCYAmt
Total Corpus	$11,658	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$11,658	ExcessDistriCyovToNextYrAmt
Excess From Year1	$11,658	ExcessFromYear1Amt

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	$17,627	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$16,959	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$6,826	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$23,785	ExclusionAmt
Related Or Exempt Function Incm	$17,627	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$41,412	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	PO BOX 9981	AddressLine2Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19118	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$13,739	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	$778,844	EOYBookValueAmt
EOYFMV	$778,844	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$2,650	LegalFeesAmt
Adjusted Net Income	$2,650	AdjustedNetIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
SOFTWARE & APPLICATIONS	$2,880	$2,880
CREDIT CARD FEES	$316	$316
SHIPPING	$6	$6
SERVER & DOMAINS	$892	$892

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	SUBSCRIPTIONS	Desc
Revenue And Expenses Per Books	$17,627	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$17,627	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$23,809	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
ARCHIVIST	$7,500	$7,500
WEBSITE DEVELOPMENT SERVICES	$5,933		$5,933
EDITORIAL SERVICES	$35,211	$30,261	$4,950

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	$450	Amt
Net Investment Income	$450	NetInvestmentIncomeAmt

SUSAN J ELLIS FOUNDATION: Form 990PF, tax year 2021

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 Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

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