BETA

SUSAN J ELLIS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SUSAN J ELLIS FOUNDATION (EIN 83-3820341)
Tax period
2024-02-01 to 2025-01-31
Filed
2025-06-12
IRS object ID
202531639349100008
Schema version
2024v5.0
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)
Return2025-06-12T10:27:23-04:00ReturnTs
Tax Period End2025-01-31TaxPeriodEndDt

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 Begin2024-02-01TaxPeriodBeginDt

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
Signature2025-06-04SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL B BOSTON CPAPreparerPersonNm
PTINP01210098PTIN
Phone6105273564PhoneNum
Preparation2025-06-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$851,890FMVAssetsEOYAmt
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$26,757DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,757DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,805NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$453,837GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,837CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$19,756OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$19,756OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$80,318TotalRevAndExpnssAmt
Total Net Invst Incm$30,594TotalNetInvstIncmAmt
Total Adj Net Incm$19,756TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$815AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$815AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$61,688OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$9,849OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$51,839OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$4,837TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$4,837TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$4,255OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$4,255OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$71,596TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$19,756TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$51,839TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,596TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$19,756TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$51,839TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,722ExcessRevenueOverExpensesAmt
Net Investment Income$30,593NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,699CashBOYAmt
Cash EOY$22,356CashEOYAmt
Cash EOYFMV$22,356CashEOYFMVAmt
Sav And Temp Cash Invst BOY$121,147SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$338,625SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$338,625SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$711,670CorporateStockBOYAmt
Corporate Stock EOY$490,909CorporateStockEOYAmt
Corporate Stock EOYFMV$490,909CorporateStockEOYFMVAmt
Total Assets BOY$846,516TotalAssetsBOYAmt
Total Assets EOY$851,890TotalAssetsEOYAmt
Total Assets EOYFMV$851,890TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$846,516NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$851,890NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$846,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$851,890TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$846,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$851,890TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$846,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,722ExcessRevenueOverExpensesAmt
Subtotal$855,238SubtotalAmt
Other Decreases$3,348OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$851,890TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,837CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$425InvestmentIncomeExciseTaxAmt
Subtotal$425SubtotalAmt
Tax Based On Investment Income$425TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$295EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$295TotalPaymentsAndCreditsAmt
Tax Due$130TaxDueAmt

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 (5 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 9981PHILADELPHIAPA19118TRUSTEE0.50$0$0$0
SARAHJANE REHNBORG PHD CVA
C/O SUSAN J ELLIS FOUNDATIONPO BOX 9981PHILADELPHIAPA19118TRUSTEE0.50$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$549,306AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$306,402AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$855,708TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$855,708AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,836CashDeemedCharitableAmt
Net Vl Noncharitable Assets$842,872NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,144MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,144MinimumInvestmentReturnAmt
Tax Based On Investment Income$425TaxBasedOnInvestmentIncomeAmt
Total Tax$425TotalTaxAmt
Distributable Before Adj$41,719DistributableBeforeAdjAmt
Distributable Before Ded$41,719DistributableBeforeDedAmt
Distributable As Adjusted$41,719DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,839ExpensesAndContributionsAmt
Qualifying Distributions$51,839QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,719DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$9,922ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$3,450ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,372TotalExcessDistributionCyovAmt
Qualifying Distributions$51,839QualifyingDistributionsAmt
Applied To Current Year$41,719AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,120RemainingDistriFromCorpusAmt
Total Corpus$23,492TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$23,492ExcessDistriCyovToNextYrAmt
Excess From Year4$9,922ExcessFromYear4Amt
Excess From Year1$3,450ExcessFromYear1Amt
Excess From Current Year$10,120ExcessFromCurrentYearAmt

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$19,756RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,757ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,805RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,757ExclusionAmt
Related Or Exempt Function Incm$53,561RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$80,318TotalIncomeProducingActyAmt

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$815Amt
Adjusted Net Income$815AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
FIDELITY ASSET MANAGER 50%2020-01PURCHASE2024-06$250,000$231,667$18,333
FIDELITY ASSET MANAGER 50%2020-03PURCHASE2024-08$200,000$188,365$11,635

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY ASSET MANAGERStockNm
EOY Book Value$490,909EOYBookValueAmt
EOYFMV$490,909EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$3,348Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
SOFTWARE & APPLICATIONS$3,059$3,059
TRANSACTION FEES$74$74
SERVER & DOMAINS$871$871
OTHER TAXES$251$251

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSUBSCRIPTIONSDesc
Revenue And Expenses Per Books$19,756RevenueAndExpensesPerBooksAmt
Adjusted Net Income$19,756AdjustedNetIncomeAmt

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$9,663$8,314$1,349
EDITORIAL SERVICES$38,725$38,725
MARKETING$6,500$6,500
ADMINISTRATION$2,000$2,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXESCategoryTxt
Amt$1Amt
Net Investment Income$1NetInvestmentIncomeAmt

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