JOELSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOELSON FOUNDATION (EIN 13-6220799)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-12
- IRS object ID
- 202540439349100729
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- 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 | 2025-02-12T17:08:29-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | 2023-04-01 | 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 | Howard Fife | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122460230 | PhoneNum |
| Signature | 2024-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | HAL R TERR | PreparerPersonNm |
| PTIN | P00360976 | PTIN |
| Phone | 6095201188 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,881,668 | 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 | $184,196 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184,196 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $256,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,195,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,241,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,654 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$748,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,028 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $252,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $214,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,514 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,677 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $71,837 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,995 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,799 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,196 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,690 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,690 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,862 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,218 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,803 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,792 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,011 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,560 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,555 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,005 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $49,032 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,355 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,677 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,762 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,066 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,696 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $637,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $465,530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $482,235 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $482,235 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,119,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $947,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,868,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $457,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $457,609 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,428,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,181,094 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,424,059 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,729 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $5,602 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,511,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,638,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,881,668 | 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 | -$771,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,644,192 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,511,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,638,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,511,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,638,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,511,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,868,399 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,642,726 | SubtotalAmt |
| Other Decreases | $4,023 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,638,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED BANK OF AMERICA STATEMENT | 2023-01-01 | 2023-12-31 | $6,222,846 | $5,996,511 | $220,144 | $226,335 | |
| SEE ATTACHED BANK OF AMERICA STATEMENT | 2022-01-01 | 2023-12-31 | $2,328,138 | $1,834,453 | $493,685 | $493,685 | |
| SEE ATTACHED BNY MELLON STATEMENT | 2022-01-01 | 2023-12-31 | $14,690,356 | $16,599,610 | -$1,909,254 | -$1,909,254 | |
| CAPITAL GAIN DIVIDENDS | $16 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,195,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,741 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,741 | SubtotalAmt |
| Tax Based On Investment Income | $3,741 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,259 | OverpaymentAmt |
| Applied To ES Tax | $6,259 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA J FIFE | ||||||||
| c/o WSB 506 CARNEGIE CENTER 400 | PRINCETON | NJ | 08540 | PRESIDENT | 35.0 | $150,000 | $0 | $0 |
| STEPHEN FIFE | ||||||||
| c/o WSB 506 CARNEGIE CENTER 400 | PRINCETON | NJ | 08540 | DIRECTOR | 1.0 | $12,000 | $0 | $0 |
| EVELYN LIPTON | ||||||||
| c/o WSB 506 CARNEGIE CENTER 400 | PRINCETON | NJ | 08540 | DIRECTOR | 20.0 | $90,000 | $0 | $0 |
| HOWARD 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 | $15,058,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,761,690 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,820,669 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,820,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,553,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $877,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $877,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,741 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,741 | TotalTaxAmt |
| Distributable Before Adj | $873,927 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $873,927 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $873,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $947,765 | 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 | $947,765 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $873,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $344,404 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $213,509 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $24,596 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $222,874 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $805,383 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $947,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $873,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,838 | RemainingDistriFromCorpusAmt |
| Total Corpus | $879,221 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $344,404 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $534,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $213,509 | ExcessFromYear4Amt |
| Excess From Year2 | $24,596 | ExcessFromYear2Amt |
| Excess From Year1 | $222,874 | ExcessFromYear1Amt |
| Excess From Current Year | $73,838 | ExcessFromCurrentYearAmt |
| 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 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $482,235 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $482,235 | 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 | $184,196 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,832 | 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 | -$1,195,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS INCOME TAX REFUND | Desc |
| Related Or Exempt Function Incm | $5,654 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$754,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,654 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$748,728 | 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 | $19,080 | Amt |
| Net Investment Income | $2,862 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,218 | 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 | $6,232,571 | $7,617,896 |
| U.S. MID CAP | $1,855,825 | $2,188,624 |
| U.S. SMALL CAP | $1,141,474 | $1,279,095 |
| INTERNATIONAL DEVELOPED | $993,056 | $1,144,708 |
| EMERGING MARKETS | $340,377 | $370,929 |
| FIXED INCOME | $4,929,959 | $5,122,385 |
| GLOBAL HIGH YIELD TAXABLE | $687,832 | $700,422 |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,690 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,690 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $5,602 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $4,023 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,424 | $814 | $4,610 |
| CLEANING SERVICES | $8,948 | $1,342 | $7,606 |
| OFFICE SUPPLIES | $6,890 | $1,034 | $5,856 |
| POSTAGE | $83 | $12 | $71 |
| TELEPHONE EXPENSES | $2,804 | $421 | $2,383 |
| MISCELLANEOUS EXPENSE | $767 | $115 | $652 |
| OFFICE MISCELLANEOUS | $15,592 | $2,339 | $13,253 |
| COMPUTER SOFTWARE | $2,671 | $401 | $2,270 |
| PETTY CASH | $1,350 | $203 | $1,147 |
| LABOR LAW POSTER | $100 | $15 | $85 |
| UTILITIES | $8,973 | $1,346 | $7,627 |
| TRANSFERS | $160 | $24 | $136 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS INCOME TAX REFUND | Desc |
| Revenue And Expenses Per Books | $5,654 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY MELLON INVESTMENT MGMT FEE | $39,304 | $39,304 | $0 |
| BOA INVESTMENT MGMT FEE | $49,134 | $49,134 | $0 |
| COMPUTER CONSULTING | $1,005 | $151 | $854 |
| CONSULTANT | $350 | $52 | $298 |
| PROFESSIONAL FEES | $21,010 | $3,151 | $17,859 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS FILING FEES | $25 | $25 | |
| FOREIGN TAXES | $2,511 | $2,511 | |
| PAYROLL TAXES | $26,959 | $22,915 | $4,044 |
| NYS UNEMPLOYMENT | $65 | $65 |
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