2024-01-16T17:09:09-06:00 2023-03-31 WITHUM SMITH BROWN PC 506 CARNEGIE CENTER STE 400 PRINCETON NJ 085406243 990PF 2022-04-01 136220799 The Joelson Foundation % ORGANIZATION JOEL 6095201188 WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 Evelyn Lipton PRESIDENT 2122460230 2023-08-11 true Evelyn Lipton 999009999 HAL R TERR P00360976 6095201188 2 2022 2023-04-26 12:10:37Z X 17108462 X 0 X 8490 8490 485677 485677 170797 8021548 170797 664964 664964 240000 36000 204000 80066 12010 68056 29770 4466 25305 2463 0 0 2463 14019 2103 0 11916 103762 85374 18388 110535 7745 23718 75132 11270 63862 57031 8554 48477 712778 167522 0 466185 617500 617500 1330278 167522 0 1083685 -665314 497442 284450 76836 76836 18889229 18428687 17026024 43729 43729 5602 5602 5602 19179281 18511125 17108462 0 0 X 19282895 19282895 -103614 -771770 19179281 18511125 19179281 18511125 19179281 -665314 18513967 2842 18511125 SEE ATTACHED BNY MELLON STATEMENT P 2022-01-01 2022-12-31 5336811 6270772 -933961 -933961 SEE ATTACHED BNY MELLON STATEMENT P 2021-01-01 2022-12-31 1310997 1579979 -268982 -268982 CAPITAL GAIN DIVIDENDS P 1373740 CAPITAL GAIN DIVIDENDS P 1373740 170797 6914 6914 6914 10000 0 10000 147 2939 2939 false false false false false false false true true NY true false false false false true NOT APPLICABLE ORGANIZATION 2122460230 330 WEST 58TH ST SUITE 406 NEW YORK NY 10019 false false false false true false false false false false false false false false false false false false false false false false BARBARA J FIFE 330 WEST 58TH ST SUITE 406 NEW YORK NY 10019 PRESIDENT EMERITUS 35.0 150000 0 0 RICHARD FIFE 330 WEST 58TH ST SUITE 406 NEW YORK NY 10019 DIRECTOR 1.0 0 0 0 EVELYN LIPTON 330 WEST 58TH ST SUITE 406 NEW YORK NY 10019 PRESIDENT 20.0 90000 0 0 HOWARD FIFE 330 WEST 58TH ST SUITE 406 NEW YORK NY 10019 TREASURER/SECRETARY 1.0 0 0 0 NOT APPLICABLE NOT APPLICABLE 17590073 28708 0 17618781 0 17618781 264282 17354499 867725 867725 6914 6914 860811 860811 860811 1083685 0 0 0 0 1083685 860811 0 2020 2019 2018 0 541508 344404 213509 24596 1124017 1083685 0 860811 222874 1346891 0 0 0 0 541508 805383 344404 213509 24596 222874 NONE NONE X VARIOUS CONTRIBUTIONS - SEE ATTACHED WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 NONE PC GENERAL OPERATING SUPPORT 617500 617500 14 8490 14 485677 18 170797 EXCISE TAX REFUND 664964 664964 false false false false false false false false false false WITHUMSMITH+BROWN, P.C. 14019 2103 11916 FURNITURE 1997-09-30 7625 7625 M7 7 COMPUTER EQUIP. 1997-09-30 3364 3364 M5 5 SOFTWARE 2001-10-29 3575 3575 M3 3 FURNITURE 2001-10-29 1549 1549 M7 7 COMPUTER 2001-11-01 4985 4985 M5 5 TYPEWRITER 2001-12-06 444 444 M5 5 SOFTWARE 2003-07-16 8306 8306 M3 3 FURNITURE 2007-10-02 740 740 M7 7 COMPUTER SOFTWARE 2011-12-31 3139 3139 M3 3 COMPUTER SOFTWARE 2012-12-31 2460 2460 M3 3 COMPUTER SOFTWARE 2013-12-31 2373 2373 M3 3 COMPUTER SOFTWARE 2014-12-31 2492 2492 M3 3 COMPUTER SOFTWARE 2015-12-31 2677 2677 M3 3 ISHARES LEHMAN 1 - 3 YR TR 949612 936624 BNY MELLON INTERNATIONAL SK FD 223411 268597 BNY MELLON BOND FUND 2608882 2341798 VANGUARD MID CAP VIPERS 211037 679373 VANGUARD SMALL CAP VIPERS 63536 189560 NEUBERGER BERMAN LONG SHORT FD 254975 286260 BNY MELLON HIGH YIELD FUND 194613 173767 BNY MELLON FLOATING RATE INC F 600000 586031 TCW EMERGING MARKETS INC FD 0 0 BNY MELLON MID CAP 522638 633859 GOG PARTNERS EMERGING MKTS 0 0 SANDS CAPITAL GLOBAL GROWTH FD 0 0 BNY MELLON LARGE CAP EQ FD 6257003 5039375 ISHARES S&P 500 INDEX FUND 0 0 ISHARES RUSSELL 2000 VALUE 282592 232934 ISHARES TR S&P SMALLCAP 600 455372 393955 OAKMARK INTERNATIONAL FUND 259943 228262 ISHARES MSCI EAFE INDEX 266198 300825 ISHARES MSCI EAFE SMALLCAP IND 0 0 BNY MELLON INCOME STOCK FUND 4685541 4119000 FIDELITY INTL SMALL CAP 225187 246188 DFA EMERGING MARKETS CORE EQ 368147 369616 FURNITURE 7625 7625 COMPUTER EQUIP. 3364 3364 SOFTWARE 3575 3575 FURNITURE 1549 1549 COMPUTER 4985 4985 TYPEWRITER 444 444 SOFTWARE 8306 8306 FURNITURE 740 740 COMPUTER SOFTWARE 3139 3139 COMPUTER SOFTWARE 2460 2460 COMPUTER SOFTWARE 2373 2373 COMPUTER SOFTWARE 2492 2492 COMPUTER SOFTWARE 2677 2677 LEGAL FEES 2463 2463 SECURITY DEPOSIT 5602 5602 5602 BOOK/TAX ADJUSTMENT 2842 INSURANCE 4996 749 4247 OFFICE EQUIPMENT 236 35 201 OFFICE SUPPLIES 9189 1378 7811 POSTAGE 112 17 95 TELEPHONE EXPENSES 1827 274 1553 MISCELLANEOUS EXPENSE 2695 404 2291 OFFICE MISCELLANEOUS 16838 2526 14312 INTERNET EXPENSE 598 90 508 COMPUTER SOFTWARE 2401 360 2041 LABOR LAW POSTER 110 17 93 UTILITIES 7009 1051 5958 CLEANING SERVICES 11020 1653 9367 Excise Tax Refund BNY MELLON INVESTMENT MGMT FEE 82128 82128 0 ADP FEES 2097 315 1782 COMPUTER CONSULTING 2744 412 2332 CONSULTANT 6000 900 5100 PROFESSIONAL FEES 10793 1619 9174 NYS FILING FEES 750 750 FOREIGN TAXES 3692 3692 PAYROLL TAXES 26286 3943 22343 REAL ESTATE TAXES 735 110 625 EXCISE TAXES 79072