CHARLES AND LORRAINE JOYCE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CHARLES AND LORRAINE JOYCE FAMILY FOUNDATION (EIN 47-1186202)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-25
IRS object ID
202522689349100807
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-25T07:28:44-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471186202EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Charles and Lorraine Joyce Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCHARBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTeresa JoycePersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-09-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$545,697FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,108InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,108InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,576DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,351DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,558NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,258GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,558CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,742TotalRevAndExpnssAmt
Total Net Invst Incm$16,017TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,766OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,766OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$52TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,828OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,828OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,646TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,766TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,828TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,446TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,766TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,628TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,704ExcessRevenueOverExpensesAmt
Net Investment Income$14,251NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$88,117SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$64,817SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$64,817SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$343,186CorporateStockBOYAmt
Corporate Stock EOY$364,794CorporateStockEOYAmt
Corporate Stock EOYFMV$480,880CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,012CorporateBondsBOYAmt
Total Assets BOY$436,315TotalAssetsBOYAmt
Total Assets EOY$429,611TotalAssetsEOYAmt
Total Assets EOYFMV$545,697TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$436,315RetainedEarningBOYAmt
Retained Earning EOY$429,611RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$436,315TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$429,611TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$436,315TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$429,611TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$436,315TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,704ExcessRevenueOverExpensesAmt
Subtotal$429,611SubtotalAmt
Tot Net Ast Or Fund Balances EOY$429,611TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$19,258GrossSalesPriceAmt
Cost Or Other Basis$17,700CostOrOtherBasisAmt
Gain Or Loss$1,558GainOrLossAmt
Gains Minus Excess Or Losses$1,558GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,558CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$198InvestmentIncomeExciseTaxAmt
Subtotal$198SubtotalAmt
Tax Based On Investment Income$198TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Overpayment$2OverpaymentAmt
Applied To ES Tax$2AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

FieldValueIRS element (for citing)
PersonTeresa JoycePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$467,128AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,687AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$543,815TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$543,815AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,157CashDeemedCharitableAmt
Net Vl Noncharitable Assets$535,658NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$198TaxBasedOnInvestmentIncomeAmt
Total Tax$198TotalTaxAmt
Distributable Before Adj$26,585DistributableBeforeAdjAmt
Distributable Before Ded$26,585DistributableBeforeDedAmt
Distributable As Adjusted$26,585DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,628ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$23,628QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,585DistributableAsAdjustedAmt
Undistributed Income PY$19,384UndistributedIncomePYAmt
Qualifying Distributions$23,628QualifyingDistributionsAmt
Applied To Year1$19,384AppliedToYear1Amt
Applied To Current Year$4,244AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$22,341UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALFRED STATE COLLEGE DEVELOPMENT FU ND INC
ALFRED STATE COLLEGEALFREDNY14802N/APCGeneral & Unrestricted$500
ALFRED UNIVERSITY
1 SAXON DRALFREDNY14802N/APCGeneral & Unrestricted$1,000
ALLEGANY COUNTY ASSOC FOR BLIND
26 JEFFERSON STWELLSVILLENY14895N/APCGeneral & Unrestricted$300
ALLEGANY COUNTY CANCER SERVICES INC
PO BOX 534WELLSVILLENY14895N/APCGeneral & Unrestricted$500
ALLEGANY COUNTY HISTORICAL SOCIETY
PO BOX 252ANDOVERNY14806N/APCGeneral & Unrestricted$1,000
ALLEGANY COUNTY SOCIETY FOR PREVENTION OF CRUELTY
PO BOX 381WELLSVILLENY14895N/APCGeneral & Unrestricted$2,000
ALLEGANY COUNTY TRAP NEUTER RETURN
PO BOX 502WELLSVILLENY14895N/APCGeneral & Unrestricted$500
ANDOVER FREE LIBRARY
PO BOX 745ANDOVERNY14806N/APCGeneral & Unrestricted$1,000
ANDOVER HISTORICAL SOCIETY
PO BOX 66ANDOVERNY14806N/APCGeneral & Unrestricted$1,000
ANDOVER SCHOOL
31 ELM STANDOVERNY14806N/AGOVGeneral & Unrestricted$1,000
ANDOVER VOLUNTEER AMBULANCE CORPS INC
PO BOX 726ANDOVERNY14806N/APCGeneral & Unrestricted$1,000
ANDOVER VOLUNTEER FIRE DEPARTMENT
60 S MAIN STANDOVERNY14806N/AGOVGeneral & Unrestricted$1,000
ANDOVER YOUTH BASEBALL INC
PO BOX 228ANDOVERNY14806N/APCGeneral & Unrestricted$1,000
COMFORT HOUSE OF ALLEGANY COUNTY INC
141 E STATE STWELLSVILLENY14895N/APCGeneral & Unrestricted$1,500
FRIENDS OF THE DAVID A HOWE PUBLIC LIBRARY
155 N MAIN STWELLSVILLENY14895N/APCGeneral & Unrestricted$500
JONES MEMORIAL HOSPITAL FOUNDATION
191 N MAIN STWELLSVILLENY14895N/ASO IGeneral & Unrestricted$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,108ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,576ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,558ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,242ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,242TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE MSCI EAFE ETF$18,441$26,004
ISHARES CORE MSCI EMERGING MAR$986$1,097
ISHARES RUSSELL 2000$5,778$10,606
ISHARES RUSSELL TOP 200 GROW$1,308$1,647
ISHARES S&P 500 INDEX FD$34,861$99,486
ISHARES TR S & P MIDCAP 400 IN$9,026$19,628
ISHARES TRUST RUSSELL MIDCAP I$2,747$3,801
MACKAY TAX FREE BOND FUND$248,000$257,739
VANGUARD FTSE DEVELOPED MARKET$14,872$16,976
VANGUARD FTSE EMERGING MARKETS$10,298$11,583
VANGUARD GROWTH ETF$6,910$13,545
VANGUARD MID-CAP ETF$2,459$3,170
VANGUARD MID-CAP VALUE INDEX$4,134$6,794
VANGUARD VALUE ETF$4,974$8,804

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,803$7,803
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$1,766Amt
Net Investment Income$1,766NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2023CategoryTxt
Amt$52Amt

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