Nonprofit · EIN 13-3923000
THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC
Tax-exempt · NEW YORK, NY 10003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $694,879 | $104,964 | $589,915 | $1,757,983 | $0 | $1,757,983 |
| December 31, 2023 | 990-PF | $48,084 | $16,002 | $32,082 | $1,168,092 | $0 | $1,168,092 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $559,915
- Dividends
- $34,172
- Interest
- $1,194
- Net gain from sales of assets
- $99,598
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $74,018
- Excise tax on investment income
- $1,446
Balance sheet and other
- Total assets, start of year
- $1,168,092
- Total assets, end of year
- $1,757,983
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,757,983
- Fair market value of assets
- $3,472,184
- Qualifying distributions
- $74,018
- Net investment income
- $134,964
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IVY SHAPIRO 43 FIFTH AVENUE APT 9E, NEW YORK, NY 10003 | PRESIDENT | 3 | $0 |
| THOMAS CONLEY ROLLINS 75 LOW ROAD, SHARON, CT 06069 | TREASURER | 1 | $0 |
| PAMELA FRANKS 112 WATER STREET, WILLIAMSTOWN, MA 01267 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOEL SHAPIRO 130 EAST 67TH STREET, NEW YORK, NY 10065 | PRESIDENT | 1 | $0 |
| IVY CREWDSON 130 EAST 67TH STREET, NEW YORK, NY 10065 | VICE PRESIDENT | 3 | $0 |
| THOMAS CONLEY ROLLINS 75 LOW ROAD, SHARON, CT 06069 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 43 FIFTH AVENUE 9E, NEW YORK, NY 10003-4368
- In care of
- % JOEL SHAPIRO
- Signed the 990-PF
- IVY SHAPIRO, OFFICER
- Phone
- (917) 689-1902
- Return prepared by
- UHY ADVISORS NORTHEAST INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3923000
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $1,757,983
- Income (IRS master file)
- $702,901
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $694,879 | $104,964 | $1,757,983 | IRS |
| 990-PF | December 2023 | $48,084 | $16,002 | $1,168,092 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3923000).
Questions about THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC
- What is the EIN of THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC?
- The employer identification number (EIN) of THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC is 13-3923000.
- Is THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $694,879, expenses of $104,964 and total assets of $1,757,983 at year end.
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