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Nonprofit · EIN 13-3437916

JOSEPH H AND BARBARA I ELLIS FOUNDATION

Tax-exempt · EDISON, NJ 08837

Financials

$114K$526K2022$49K$680K2023$39K$475K2024
Revenue Expenses · by fiscal year end
Financials of JOSEPH H AND BARBARA I ELLIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$38,915$475,450-$436,535$581,804$0$581,804
June 30, 2024990-PF$49,139$680,225-$631,086$1,018,339$0$1,018,339
June 30, 2023990-PF$113,785$526,407-$412,622$1,629,901$0$1,629,901
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$85,000
Dividends
$1,249
Interest
$40
Net gain from sales of assets
-$47,374

Expenses

Grants and similar amounts paid
$475,050
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$475,050
Excise tax on investment income
$18

Balance sheet and other

Total assets, start of year
$1,018,339
Total assets, end of year
$581,804
Total liabilities, end of year
$0
Net assets, end of year
$581,804
Fair market value of assets
$685,854
Qualifying distributions
$475,050
Net investment income
$1,289

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSEPH ELLIS
LEOTAX 379 THORNALL ST FL9 9, EDISON, NJ 08837
TRUSTEE6$0
BARBARA ELLIS
LEOTAX 379 THORNALL ST FL9 9, EDISON, NJ 08837
TRUSTEE6$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
JOSEPH ELLIS
C/O 100 WOOD AVE SOUTH 209, ISELIN, NJ 08830
TRUSTEE6$0
BARBARA ELLIS
C/O 100 WOOD AVE SOUTH 209, ISELIN, NJ 08830
TRUSTEE6$0
990-PF for the year ended June 30, 2023: 2 people
NameTitleHours / weekCompensation
JOSEPH ELLIS
C/O 100 WOOD AVE SOUTH 209, ISELIN, NJ 08830
TRUSTEE6$0
BARBARA ELLIS
C/O 100 WOOD AVE SOUTH 209, ISELIN, NJ 08830
TRUSTEE6$0

Address and contacts

Address (IRS master file)
LEOTAX 379 THORNALL ST FL9 9, EDISON, NJ 08837-0000
In care of
% THE LEO GROUP
Signed the 990-PF
JOSEPH ELLIS, AUTHORIZED PERSON
Phone
(732) 903-2600
Return prepared by
LEO TAX AND CONSULTING LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
13-3437916
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
1989
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$581,804
Income (IRS master file)
$476,289

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$38,915$475,450$581,804IRS
990-PFJune 2024$49,139$680,225$1,018,339IRS
990-PFJune 2023$113,785$526,407$1,629,901XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 13-3437916).

Questions about JOSEPH H AND BARBARA I ELLIS FOUNDATION

What is the EIN of JOSEPH H AND BARBARA I ELLIS FOUNDATION?
The employer identification number (EIN) of JOSEPH H AND BARBARA I ELLIS FOUNDATION is 13-3437916.
Is JOSEPH H AND BARBARA I ELLIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to JOSEPH H AND BARBARA I ELLIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH H AND BARBARA I ELLIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH H AND BARBARA I ELLIS FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSEPH H AND BARBARA I ELLIS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of JOSEPH H AND BARBARA I ELLIS FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does JOSEPH H AND BARBARA I ELLIS FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $38,915, expenses of $475,450 and total assets of $581,804 at year end.

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