Nonprofit · EIN 13-6220799
JOELSON FOUNDATION
Tax-exempt · PRINCETON, NJ 08540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $2,564,486 | $1,160,092 | $1,404,394 | $17,474,072 | $0 | $17,474,072 |
| March 31, 2025 | 990-PF | $631,348 | $1,160,805 | -$529,457 | $16,118,470 | $0 | $16,118,470 |
| March 31, 2024 | 990-PF | -$748,728 | $1,119,671 | -$1,868,399 | $16,638,703 | $0 | $16,638,703 |
| March 31, 2023 | 990-PF | $664,964 | $1,330,278 | -$665,314 | $18,511,125 | $0 | $18,511,125 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $186,024
- Interest
- $314,517
- Net gain from sales of assets
- $2,060,321
- Other income
- $3,624
Expenses
- Grants and similar amounts paid
- $708,100
- Compensation of officers, directors and key employees
- $166,000
- Salaries, compensation and benefits (total)
- $81,694
- Disbursements for charitable purposes
- $960,100
- Excise tax on investment income
- $32,905
Balance sheet and other
- Total assets, start of year
- $16,118,470
- Total assets, end of year
- $17,474,072
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,474,072
- Fair market value of assets
- $19,986,987
- Qualifying distributions
- $960,100
- Net investment income
- $2,561,179
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVELYN LIPTON C/O WSB 506 Carnegie Center 400, Princeton, NJ 08540 | PRESIDENT | 20 | $91,000 |
| HOWARD FIFE C/O WSB 506 Carnegie Center 400, Princeton, NJ 08540 | Secretary/Treasurer | 20 | $75,000 |
| RICHARD FIFE C/O WSB 506 Carnegie Center 400, Princeton, NJ 08540 | DIRECTOR | 1 | $0 |
990-PF for the year ended March 31, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVELYN LIPTON c/o WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540 | PRESIDENT | 20 | $90,667 |
| BARBARA J FIFE c/o WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540 | PAST PRESIDENT | 10 | $50,000 |
| HOWARD FIFE c/o WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540 | Secretary/Treasurer | 20 | $50,000 |
| STEPHEN FIFE c/o WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540 | DIRECTOR | 1 | $6,000 |
| RICHARD FIFE c/o WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540 | DIRECTOR | 1 | $0 |
990-PF for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA J FIFE c/o WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540 | PRESIDENT | 35 | $150,000 |
| EVELYN LIPTON c/o WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540 | DIRECTOR | 20 | $90,000 |
| STEPHEN FIFE c/o WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540 | DIRECTOR | 1 | $12,000 |
| HOWARD FIFE c/o WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540 | DIRECTOR | 1 | $0 |
990-PF for the year ended March 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA J FIFE 330 WEST 58TH ST SUITE 406, NEW YORK, NY 10019 | PRESIDENT EMERITUS | 35 | $150,000 |
| EVELYN LIPTON 330 WEST 58TH ST SUITE 406, NEW YORK, NY 10019 | PRESIDENT | 20 | $90,000 |
| RICHARD FIFE 330 WEST 58TH ST SUITE 406, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
| HOWARD FIFE 330 WEST 58TH ST SUITE 406, NEW YORK, NY 10019 | TREASURER/SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O WSB 506 CARNEGIE CENTER 400, PRINCETON, NJ 08540-0000
- In care of
- % ORGANIZATION
- Signed the 990-PF
- Evelyn Lipton, President
- Phone
- (609) 520-1188
- Return prepared by
- WITHUM SMITH BROWN PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6220799
- 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
- 1967
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $17,474,072
- Income (IRS master file)
- $12,663,628
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $2,564,486 | $1,160,092 | $17,474,072 | XML |
| 990-PF | March 2025 | $631,348 | $1,160,805 | $16,118,470 | XML |
| 990-PF | March 2024 | -$748,728 | $1,119,671 | $16,638,703 | XML |
| 990-PF | March 2023 | $664,964 | $1,330,278 | $18,511,125 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
| 990-PF | March 2018 | – | – | – | 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 13-6220799).
Questions about JOELSON FOUNDATION
- What is the EIN of JOELSON FOUNDATION?
- The employer identification number (EIN) of JOELSON FOUNDATION is 13-6220799.
- Is JOELSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to JOELSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOELSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOELSON FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOELSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of JOELSON FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 2 received compensation from the organization, the highest $91,000 (EVELYN LIPTON, PRESIDENT).
- How much revenue does JOELSON FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $2,564,486, expenses of $1,160,092 and total assets of $17,474,072 at year end.
Other nonprofits in PRINCETON
- PRINCETON UNIVERSITY EIN 21-0634501 · last filed 990 for 2025
- BRISTOL-MYERS SQUIBB PATIENT ASSISTANCE FOUNDATION INC EIN 22-3622487 · last filed 990-PF for 2024
- ROBERT WOOD JOHNSON FOUNDATION EIN 22-6029397 · last filed 990-PF for 2024
- EDUCATIONAL TESTING SERVICE EIN 21-0634479 · last filed 990 for 2025
- OTSUKA PATIENT ASSISTANCE FOUNDATION INC EIN 81-4571545 · last filed 990-PF for 2024
- COMMUNITY OPTIONS INC EIN 22-2964056 · last filed 990 for 2025
- LEBANESE AMERICAN UNIVERSITY EIN 98-6001269 · last filed 990 for 2025
- DAVID R & PATRICIA D ATKINSON FOUNDATION EIN 22-3753685 · last filed 990-PF for 2025