Joelson Foundation

New York, NY
Tax-exempt since Aug. 1967
EIN: 13-6220799

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

−$749k (2024)

Expenses

$1.12M (2024)

Total Assets

$16.6M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2024

Revenue

-$748,728

Expenses

$1,119,671

Net Income

-$1,868,399

Net Assets

$16,638,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$184,196
Dividends	$256,832
Sales of Assets	-$1,195,410
Other Income	$5,654

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$947,765	84.6%
Compensation of Officers*	$252,000	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,638,703
Total Liabilities	$0
Net Assets	$16,638,703

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$150,000	$0
Evelyn Lipton (Director)	$90,000	$0
Stephen Fife (Director)	$12,000	$0
Howard Fife (Director)	$0	$0

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990-PF

Filed on Feb. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2023

Revenue

$664,964

Expenses

$1,330,278

Net Income

-$665,314

Net Assets

$18,511,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,490	1.3%
Dividends	$485,677	73.0%
Sales of Assets	$170,797	25.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,083,685	81.5%
Compensation of Officers*	$240,000	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,511,125
Total Liabilities	$0
Net Assets	$18,511,125

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President Emeritus)	$150,000	$0
Evelyn Lipton (President)	$90,000	$0
Richard Fife (Director)	$0	$0
Howard Fife (Treasurer/Secretary)	$0	$0

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990-PF

Filed on Jan. 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2022

Revenue

$5,785,586

Expenses

$1,186,043

Net Income

$4,599,543

Net Assets

$19,179,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$342,977	5.9%
Sales of Assets	$5,430,374	93.9%
Other Income	$12,209	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$997,271	84.1%
Compensation of Officers*	$266,667	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,179,281
Total Liabilities	$0
Net Assets	$19,179,281

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$184,167	$0
Evelyn Lipton (Director)	$82,500	$0
Stephen Fife (Director)	$0	$0
Howard Fife (Director)	$0	$0

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990-PF

Filed on Jan. 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2021

Revenue

$547,252

Expenses

$929,635

Net Income

-$382,383

Net Assets

$14,583,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60	0.0%
Dividends	$264,551	48.3%
Sales of Assets	$282,641	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$737,486	79.3%
Compensation of Officers*	$200,227	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,583,135
Total Liabilities	$1
Net Assets	$14,583,134

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$200,227	$0
Stephen Fife (Director)	$0	$0

990-PF

Filed on Oct. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2020

Revenue

$1,027,856

Expenses

$1,247,524

Net Income

-$219,668

Net Assets

$14,957,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,004	0.3%
Dividends	$356,867	34.7%
Sales of Assets	$667,985	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,052,641	84.4%
Compensation of Officers*	$191,008	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,957,436
Total Liabilities	$1
Net Assets	$14,957,435

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$191,008	$0
Stephen Fife (Director)	$0	$0

990-PF

Filed on Sept. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2019

Revenue

$1,072,390

Expenses

$1,366,192

Net Income

-$293,802

Net Assets

$15,177,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,971	0.3%
Dividends	$351,462	32.8%
Sales of Assets	$717,955	66.9%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,187,077	86.9%
Compensation of Officers*	$191,008	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,177,103
Total Liabilities	$1
Net Assets	$15,177,102

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$191,008	$0
Stephen Fife (Director)	$0	$0

990-PF

Filed on Feb. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2018

Revenue

$652,757

Expenses

$1,646,371

Net Income

-$993,614

Net Assets

$15,438,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$72	0.0%
Dividends	$374,942	57.4%
Sales of Assets	$277,708	42.5%
Other Income	$35	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,439,245	87.4%
Compensation of Officers*	$191,008	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,438,686
Total Liabilities	$0
Net Assets	$15,438,686

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$191,008	$0
Howard Fife (Treasurer/Secretary)	$0	$0
Stephen Fife (Director)	$0	$0

990-PF

Filed on Jan. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2017

Revenue

$2,899,583

Expenses

$1,562,560

Net Income

$1,337,023

Net Assets

$16,426,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$199	0.0%
Dividends	$297,195	10.2%
Sales of Assets	$2,602,198	89.7%
Other Income	-$9

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,458,171	93.3%
Compensation of Officers*	$190,250	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,426,585
Total Liabilities	$0
Net Assets	$16,426,585

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$190,250	$0
Joseph C Mitchell (Treasurer/Secretary)	$0	$0
Stephen Fife (Director)	$0	$0

990-PF

Filed on Feb. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2016

Revenue

$635,485

Expenses

$1,473,575

Net Income

-$838,090

Net Assets

$14,633,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$206	0.0%
Dividends	$351,164	55.3%
Sales of Assets	$277,126	43.6%
Other Income	$6,989	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,354,588	91.9%
Compensation of Officers*	$181,912	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,633,007
Total Liabilities	$0
Net Assets	$14,633,007

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$181,912	$0
Joseph C Mitchell (Treasurer/Secretary)	$0	$0
Stephen Fife (Director)	$0	$0

990-PF

Filed on Feb. 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2015

Revenue

$482,282

Expenses

$1,433,532

Net Income

-$951,250

Net Assets

$15,412,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$746	0.2%
Dividends	$446,025	92.5%
Sales of Assets	$34,925	7.2%
Other Income	$586	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,298,798	90.6%
Compensation of Officers*	$181,191	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,412,351
Total Liabilities	$0
Net Assets	$15,412,351

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$181,191	$0
Joseph C Mitchell (Treasurer/Secretary)	$0	$0
Stephen Fife (Director)	$0	$0

990-PF

Filed on Feb. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending March
2014

Revenue

$958,783

Expenses

$1,468,028

Net Income

-$509,245

Net Assets

$16,267,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$172	0.0%
Dividends	$547,268	57.1%
Sales of Assets	$400,863	41.8%
Other Income	$10,480	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,329,507	90.6%
Compensation of Officers*	$173,250	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,267,571
Total Liabilities	$0
Net Assets	$16,267,571

Compensation

Key Employees and Officers	Compensation	Other
Barbara J Fife (President)	$173,250	$0
Joseph C Mitchell (Treasurer/Secretary)	$0	$0
Stephen Fife (Director)	$0	$0

990-PF

Filed on Feb. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending March
2013

Revenue

$1,447,241

Expenses

$1,329,219

Net Income

$118,022

Net Assets

$16,772,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$86,275	6.0%
Interest Revenue	$540	0.0%
Dividends	$529,360	36.6%
Sales of Assets	$831,382	57.4%
Other Income	-$316

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,206,335	90.8%
Compensation of Officers*	$165,000	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,772,532
Total Liabilities	$0
Net Assets	$16,772,532

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2012

Revenue

$861,203

Expenses

$1,161,851

Net Income

-$300,648

Net Assets

$16,666,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$123,715	14.4%
Interest Revenue	$1,199	0.1%
Dividends	$511,858	59.4%
Sales of Assets	$195,894	22.7%
Other Income	$28,537	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,111,489	95.7%
Compensation of Officers*	$165,000	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,666,827
Total Liabilities	$0
Net Assets	$16,666,827

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2011

Revenue

$680,509

Expenses

$1,153,693

Net Income

-$473,184

Net Assets

$16,953,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,880	14.7%
Interest Revenue	$855	0.1%
Dividends	$457,346	67.2%
Sales of Assets	$119,754	17.6%
Other Income	$2,674	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,051,903	91.2%
Compensation of Officers*	$94,350	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,954,406
Total Liabilities	$441
Net Assets	$16,953,965

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated November 19, 2025

Joelson Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$749k (2024)

Expenses $1.12M (2024)

Total Assets $16.6M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

−$749k (2024)

Expenses

$1.12M (2024)

Total Assets

$16.6M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending March
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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