Pelson Foundation Tr 050197

990PF • Fiscal year 2022 • EIN 23-7880442

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization Profile

100 Great Oaks Blvd Suite 128Albany, NY 12203

(518) 218-0187

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T • <$500k nonprofits • Source year 2022

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T • <$500k nonprofits • Source year 2022

-362%

Higher net margin than 12% of similar nonprofits.

2022 filings • NTEE T • <$500k nonprofits • Source year 2022

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE T • <$500k nonprofits • Source year 2022

-11%

Faster asset growth than 32% of similar nonprofits.

2022 filings • NTEE T • <$500k nonprofits • Annualized from 2021 to 2022

-57%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • NTEE T • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets72nd percentile

Assets

Down

$153,637

Down $19,623 (-11%) from 2021

Net Assets

Down

$153,637

Down $19,623 (-11%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue71st percentile Net Margin12th percentile

Revenue

Down

$5,421

Down $7,056 (-57%) from 2021

Expenses

$25,044

Up $29 (+0.1%) from 2021

Net Income

Down

-$19,623

Down $7,085 (-57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$153,637

Liabilities$0

Net Assets$153,637

Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$5,421

Expenses$25,044

Net Income-$19,623

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: May 12, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay92nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BARBARA A PELSON	Trustee	-	$0	-	-
MARK A PELSON	Trustee	-	$0	-	-
JONATHAN A PELSON	Trustee	-	$0	-	-
DANIEL A PELSON	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Pelson Foundation
EIN: 23-7880442
In Care Of: % SDT ASSOCIATES LLC
Phone: 5182180187
Address: 100 GREAT OAKS BLVD SUITE 128, ALBANY, NY 12203

Signing Officer

Name: Mark Pelson
Title: trustee
Phone: 5182180187
Signed: 2023-05-12
Discuss with paid preparer: Yes

Preparer

Firm: Sdt Associates LLC
Address: PO BOX 38269, ALBANY, NY 12203
Phone: 5182180187

Raw XML Appendix293 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	2	2020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	NEUBERGER BERMANEQUITY INCOME INSTL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	VANGUARD SHORT TERM GOVT BD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	VANGUARD SHORT TERM GOVT BD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	9919
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	20619
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	20947
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	10000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	20000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	20000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2022-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2022-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	2	2022-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	81
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-619
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	-947
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	3105
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	2316
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	5421
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	5421
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	3801
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	25025
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	25025
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	3105
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3105
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-19623
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	53801
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	2316
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	6903
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	16
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	25025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	25044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	6906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	5421
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	3801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	3801
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-19623
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	153637
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	173260
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	153637
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	8092
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	8092
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	8092
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	8188
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	96
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	96
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	96
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	96
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	96
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	200
IRS990PF/FMVAssetsEOYAmt	0	155521
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	173260
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	153637
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	173260
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	121773
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	123657
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	31864
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	31864
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	173260
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	153637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	155521
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	173260
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	153637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	173260
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	153637
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	166249
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	11110
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	155139
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	2494
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	8188
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	163755
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	166249
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	BARBARA A PELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARK A PELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	JONATHAN A PELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	DANIEL A PELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	100 GREAT OAKS BLVD suite 128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	100 GREAT OAKS BLVD suite 128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	100 GREAT OAKS BLVD suite 128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	100 GREAT OAKS BLVD suite 128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	ALBANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	ALBANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	ALBANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	ALBANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	12203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	12203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	12203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	12203
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	25025
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	25025
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	100 GREAT OAKS BLVD SUITE 128
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	ALBANY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	12203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SDT ASSOCIATES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5182180243
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	ORGANIZTION NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	ORGANIZATION NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	ORGANIZATION NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	URBAN ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	SOUND START BOARD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	the metropolitan musuem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	39 W 19th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	10 Lake Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1000 Fifth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	5TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MOUNTAIN LAKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	07046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	10028
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	25025
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	8092
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	8092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	15626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	19061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	2578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	31280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	85478
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	16933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	15626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	19061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	2578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	31280
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	25025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	16933
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	85478
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	68545
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	NEUBERGER BERMAN FEES
TaxesSchedule/TaxesDetail/CategoryTxt	0	2015 FORM 990-PF EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARK PELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5182180187
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE PELSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PELS
ReturnHeader/Filer/EIN	0	237880442
ReturnHeader/Filer/InCareOfNm	0	% SDT ASSOCIATES LLC
ReturnHeader/Filer/PhoneNum	0	5182180187
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	100 GREAT OAKS BLVD SUITE 128
ReturnHeader/Filer/USAddress/CityNm	0	ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	12203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SDT ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 38269
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	12203
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5182180187
ReturnHeader/ReturnTs	0	2023-06-14T12:59:06-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	PELSON
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $153,637
Liabilities: $0
Net assets: $153,637
Revenue: $5,421
Expenses: $25,044
Net income: -$19,623

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.39	$0.54	$0.15
2023Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$0.05	$0.40	$0.35
2022Detailed filing. Detailed filing data is available for this year.	$1.54	$0.00	$1.54	$0.05	$0.25	$0.20
2021Detailed filing. Detailed filing data is available for this year.	$1.73	$0.00	$1.73	$0.12	$0.25	$0.13
2020Detailed filing. Detailed filing data is available for this year.	$1.86	$0.00	$1.86	$0.01	$0.29	$0.27