2026-07-23T18:53:33-05:00 2026-03-31 WITHUM SMITH BROWN PC 506 CARNEGIE CENTER STE 400 PRINCETON NJ 085406243 990PF 2025-04-01 136220799 The Joelson Foundation % ORGANIZATION JOEL 6095201188 C/O WSB 506 Carnegie Center 400 Princeton NJ 08540 Evelyn Lipton President 2122460230 2026-12-15 true HAL R TERR P00360976 6095201188 2025 2025-03-06 01:10:19Z X 19986987 X 0 X 314517 314517 186024 186024 2060321 12159463 2060321 3624 317 2564486 2561179 166000 24900 141100 81694 12254 69440 2257 339 1918 14275 2141 0 12134 147255 144974 2281 30794 7857 16867 9717 1457 8260 451992 193922 0 252000 708100 708100 1160092 193922 0 960100 1404394 2367257 0 112612 188825 188825 16005858 17285247 19798162 43729 43729 16118470 17474072 19986987 0 0 X 19282895 19282895 -3164425 -1808823 16118470 17474072 16118470 17474072 16118470 1404394 17522864 48792 17474072 SEE ATTACHED BANK OF AMERICA STATEMENT P 2025-01-01 2025-12-31 3238815 3103012 135725 135803 SEE ATTACHED BANK OF AMERICA STATEMENT P 2024-01-01 2025-12-31 8920553 6962083 1924501 1958470 CAPITAL GAIN DIVIDENDS P 95 CAPITAL GAIN DIVIDENDS P 95 2060321 32905 32905 32905 6070 0 6070 23 26858 false false false false false false false true true NY true false false false false true NOT APPLICABLE ORGANIZATION 2122460230 C/O WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 false false false false true false false false false false false false false false false false false false false false false false EVELYN LIPTON C/O WSB 506 Carnegie Center 400 Princeton NJ 08540 PRESIDENT 20.0 91000 0 0 HOWARD FIFE C/O WSB 506 Carnegie Center 400 Princeton NJ 08540 Secretary/Treasurer 20.0 75000 0 0 RICHARD FIFE C/O WSB 506 Carnegie Center 400 Princeton NJ 08540 DIRECTOR 1.0 0 0 0 NOT APPLICABLE NOT APPLICABLE 20291863 223588 0 20515451 0 20515451 307732 20207719 1010386 1010386 32905 32905 977481 977481 977481 960100 0 0 0 0 960100 977481 0 2023 2022 2021 0 24596 222874 49295 296765 960100 0 960100 0 17381 17381 279384 0 0 0 0 279384 7215 222874 49295 NONE NONE X VARIOUS CONTRIBUTIONS - SEE ATTACHED WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 NONE PC GENERAL OPERATING SUPPORT 708100 708100 14 314517 14 186024 18 2060321 18 3624 2564486 2564486 false false false false false false false false false false WITHUMSMITH+BROWN, P.C. 14275 2141 12134 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 U.S. LARGE CAP 5897644 7455478 U.S. MID CAP 2138112 2564462 U.S. SMALL CAP 1578407 1707481 INTERNATIONAL DEVELOPED 1558724 1766788 EMERGING MARKETS 930106 1071452 FIXED INCOME 4377764 4415293 GLOBAL HIGH YIELD TAXABLE 804490 817208 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 BOOK/TAX TIMING ADJUSTMENT 48792 INSURANCE 2175 326 1849 COMPUTER SOFTWARE 1862 279 1583 MISCELLANEOUS EXPENSES 5680 852 4828 EXCISE TAX OVERPAYMENT 3307 CONSENT PAYMENT 317 317 BOA INVESTMENT MGMT FEE 144572 144572 COMPUTER CONSULTING 2683 402 2281 NYS FILING FEES 25 25 FOREIGN TAXES 4885 4885 PAYROLL TAXES 19814 2972 16842 EXCISE TAX 6070