2024-05-02T11:41:36-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 203446716 The Joan Capps Foundation Inc % Foundation Source JOAN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KIMBERLY SWETLAND PRESIDENT 8008391754 2024-04-27 true KIMBERLY SWETLAND 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 690165 X 0 X 248 248 38289 38289 8863 67496 8863 47400 47400 4500 4500 5059 5059 9707 9707 19266 5059 14207 56500 56500 75766 5059 70707 -28366 42341 12375 4352 4352 706082 685739 685813 718457 690091 690165 0 0 X 718457 690091 718457 690091 718457 690091 718457 -28366 690091 690091 Publicly-traded Securities 67496 58633 8863 8863 8863 589 589 589 986 0 986 X 0 397 397 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Judith A Lepadatu Foundation Source 501 Silverside Rd Wilmington DE 198091377 Founding Dir 1.0 500 0 0 Jodi Phillips Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 2.0 1500 0 0 Kimberly Swetland Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 2.0 2000 0 0 Cindy Tilson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 500 0 0 Robert Tilson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 677847 18344 0 696191 0 696191 10443 685748 34287 34287 589 589 33698 33698 33698 70707 0 0 0 0 70707 33698 2021 2020 2019 16032 32398 18961 31156 19761 118308 70707 33698 37009 155317 0 16032 139285 32398 18961 31156 19761 37009 NONE X CAUSES FOR A CURE 11523 CANYON WOODS DR TOMBALL TX 77377 N/A PC Breast Cancer Research fund at Methodist Hospital, Houston, Texas 1000 HENRY HUDSON REGIONAL SCHOOL PTO INC 1 GRAND TOUR HIGHLANDS NJ 07732 N/A PC AMP (Admiral Music Patrons) scholarship fund and funding for music department instruments, uniforms, needs, programs and student engagement 10000 HOPE FOR HAITIS CHILDREN MINISTRIES INC 12020 SOUTHWICK LN CINCINNATI OH 45241 N/A PC two school additional classrooms fund in Dubuisson, Brajirois, Haiti 2500 MONTAUK FOOD PANTRY PO BOX 997 MONTAUK NY 11954 N/A PC General & Unrestricted 5000 RARITAN VALLEY COMMUNITY COLLEGE FOUNDATION PO BOX 3300 SOMERVILLE NJ 08876 N/A PC Student of need (financial, tuition , books, childcare - 2.5 GPA or above.} Scholarship Fund 25000 RIGHT SIDE UP MINISTRIES INC PO BOX 33464 TULSA OK 74153 N/A PC Disaster Relief fund for Tornados in the Midwest 3000 SHARE IN AFRICA 100 BEACH DR 1703 ST PETERSBURG FL 33701 N/A PC General & Unrestricted 10000 56500 14 248 14 38289 18 8863 47400 47400 false false false false false false false false false false Robert Tilson COMPENSATION EXPLANATION: ROBERT TILSON, VICE PRESIDENT AND DIRECTOR OF THE JOAN CAPPS FOUNDATION INC. (THE "FOUNDATION"), IS AN OWNER OF THE INVESTMENT MANAGEMENT FIRM, TILSON FINANCIAL GROUP, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING 12/31/23, THE FOUNDATION PAID $5059 FOR INVESTMENT MANAGEMENT SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES IT OTHER CLIENTS. DYNAMIC ASSET ALLOCATION CLASS 6921 8359 SEI CORE FIXED INCOME FUND 173689 150503 SEI EMERGING MKTS DEBT FUND 33709 28922 SEI EMERGING MKTS EQUITY FUND 31320 38511 SEI HIGH YIELD BOND FUND 35077 28102 SEI INST MGD TR MULTI-STRA A 4483 4353 SEI INSTL MGD LARGE CAP A 20342 21269 SEI INSTL MGD MULTI-ASSET INFL 12564 10210 SEI INSTL MGD SMALL CAP A 4304 4509 SEI INT'L FIXED INCOME FUND 37231 33179 SEI INTERNATIONAL EQUITY FUND 68633 86148 SEI LARGE CAP GROWTH FUND 97024 104632 SEI LARGE CAP VALUE FUND 90700 99526 SEI MULTI ASSET INCOME FD CL A 5139 4741 SEI MULTI-ASSET ACCUMULATION F 37118 26952 SEI SMALL CAP GROWTH FUND 12770 18385 SEI SMALL CAP VALUE FUND 14715 17512 Administrative Fees 9682 9682 State or Local Filing Fees 25 25 Investment Management Services 5059 5059