2026-02-03T10:33:47-06:00 2025-03-31 WITHUM SMITH BROWN PC 506 CARNEGIE CENTER STE 400 PRINCETON NJ 085406243 990PF 2024-04-01 136220799 The Joelson Foundation % ORGANIZATION JOEL 6095201188 c/o WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 Evelyn Lipton President 2122460230 2025-12-15 true true HAL R TERR P00360976 6095201188 2024 2025-03-06 01:10:19Z X 18707251 X 0 X 261240 261240 186605 186605 177239 4192931 177239 6264 5 631348 625089 196667 29500 167167 86370 12956 73414 24037 3606 20431 21610 3242 0 18368 127709 126776 933 50971 7316 18948 8441 1266 7175 515805 184662 0 306436 645000 645000 1160805 184662 0 951436 -529457 440427 0 457609 112612 112612 16181094 16005858 18594639 43729 43729 16638703 16118470 18707251 0 0 X 19282895 19282895 -2644192 -3164425 16638703 16118470 16638703 16118470 16638703 -529457 9224 16118470 16118470 SEE ATTACHED BANK OF AMERICA STATEMENT P 2024-01-01 2024-12-31 2652682 2556409 95055 96273 SEE ATTACHED BANK OF AMERICA STATEMENT P 2023-01-01 2024-12-31 1540164 1456434 82099 83730 CAPITAL GAIN DIVIDENDS P 85 CAPITAL GAIN DIVIDENDS P 85 177239 6122 6122 6122 6259 0 3500 9759 3637 3637 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 BARBARA J FIFE c/o WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 PAST PRESIDENT 10.0 50000 0 0 STEPHEN FIFE c/o WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 DIRECTOR 1.0 6000 0 0 EVELYN LIPTON c/o WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 PRESIDENT 20.0 90667 0 0 HOWARD FIFE c/o WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 Secretary/Treasurer 20.0 50000 0 0 RICHARD FIFE c/o WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 DIRECTOR 1.0 0 0 0 NOT APPLICABLE NOT APPLICABLE 19162195 348038 0 19510233 0 19510233 292653 19217580 960879 960879 6122 6122 954757 954757 954757 951436 0 0 0 0 951436 954757 0 2022 2021 2020 0 213509 24596 222874 49295 510274 951436 0 951436 0 3321 3321 506953 0 0 0 0 210188 296765 24596 222874 49295 NONE NONE X VARIOUS CONTRIBUTIONS - SEE ATTACHED WSB 506 CARNEGIE CENTER 400 PRINCETON NJ 08540 NONE PC GENERAL OPERATING SUPPORT 645000 645000 14 261240 14 186605 18 177239 18 6264 631348 631348 false false false false false false false false false false WITHUMSMITH+BROWN, P.C. 21610 3242 18368 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 6251044 8190484 U.S. MID CAP 2412572 2703168 U.S. SMALL CAP 1185948 1244482 INTERNATIONAL DEVELOPED 746675 832396 EMERGING MARKETS 300289 345703 FIXED INCOME 4407278 4563526 GLOBAL HIGH YIELD TAXABLE 702052 714880 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 INSURANCE 1625 244 1381 COMPUTER SOFTWARE 1689 253 1436 MISCELLANEOUS EXPENSES 5127 769 4358 EXCISE TAX OVERPAYMENT 6259 CONSENT PAYMENT 5 5 BOOK/TAX TIMING ADJUSTMENT 9224 BOA INVESTMENT MGMT FEE 126611 126611 0 COMPUTER CONSULTING 698 105 593 CONSULTANT 400 60 340 NYS FILING FEES 25 25 FOREIGN TAXES 3984 3984 PAYROLL TAXES 22211 3332 18879 DEPARTMENT OF LABOR 44 44 EXCISE TAX 24707