Nonprofit · EIN 83-3820341
SUSAN J ELLIS FOUNDATION
Tax-exempt · PHILADELPHIA, PA 19118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $62,221 | $69,456 | -$7,235 | $871,140 | $0 | $871,140 |
| January 31, 2025 | 990-PF | $80,318 | $71,596 | $8,722 | $851,890 | $0 | $851,890 |
| January 31, 2024 | 990-PF | $42,844 | $65,396 | -$22,552 | $846,516 | $0 | $846,516 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $27,783
- Net gain from sales of assets
- $15,744
- Other income
- $18,694
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $50,624
- Excise tax on investment income
- $603
Balance sheet and other
- Total assets, start of year
- $851,890
- Total assets, end of year
- $871,140
- Total liabilities, end of year
- $0
- Net assets, end of year
- $871,140
- Fair market value of assets
- $871,140
- Qualifying distributions
- $50,624
- Net investment income
- $43,527
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN FLOYD C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 5 | $0 |
| BETSY MCFARLAND C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 2 | $0 |
| ERIN REBECCA SPINK MA C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
| MELISSA HEINLEIN STORTI PHD CAVS C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended January 31, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN FLOYD C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 5 | $0 |
| BETSY MCFARLAND C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
| SARAHJANE REHNBORG PHD CVA C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
| ERIN REBECCA SPINK MA C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
| MELISSA HEINLEIN STORTI PHD CAVS C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended January 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN FLOYD C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 5 | $0 |
| BETSY MCFARLAND C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
| SARAHJANE REHNBORG PHD CVA C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
| ERIN REBECCA SPINK MA C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
| MELISSA HEINLEIN STORTI PHD CAVS C/O SUSAN J ELLIS FOUNDATION, PO BOX 9981, PHILADELPHIA, PA 19118 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 8016 ANDERSON ST, PHILADELPHIA, PA 19118-2936
- In care of
- % ROY S ROSS
- Signed the 990-PF
- KRISTIN FLOYD, TRUSTEE
- Phone
- (999) 999-9999
- Return prepared by
- BOSTON & ASSOCIATES 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 83-3820341
- 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
- 2019
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $871,140
- Income (IRS master file)
- $62,221
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $62,221 | $69,456 | $871,140 | XML |
| 990-PF | January 2025 | $80,318 | $71,596 | $851,890 | XML |
| 990-PF | January 2024 | $42,844 | $65,396 | $846,516 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 83-3820341).
Questions about SUSAN J ELLIS FOUNDATION
- What is the EIN of SUSAN J ELLIS FOUNDATION?
- The employer identification number (EIN) of SUSAN J ELLIS FOUNDATION is 83-3820341.
- Is SUSAN J ELLIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to SUSAN J ELLIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUSAN J ELLIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUSAN J ELLIS FOUNDATION due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUSAN J ELLIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of SUSAN J ELLIS FOUNDATION?
- The 990-PF for the year ended January 31, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does SUSAN J ELLIS FOUNDATION have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $62,221, expenses of $69,456 and total assets of $871,140 at year end.
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