Private foundation
JULIUS AND RAY CHARLESTEIN FOUNDATION INC
PLYMOUTH MTNG, PAEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
PLYMOUTH MTNG, PAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2023 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2023 | 990-PF | $135,099 | $288,814 | $287,200 | $336,459 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 26% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SAMUEL D COZEN MEMORIAL FUNDPHILADELPHIA, PA | TO SUPPORT YOUTH PROGRAMS | $3,500 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ellyn Phillips | EXECUTIVE DIRECTOR | 5.00 | $35,000 |
| Gary Charlestein | SECRETARY/TREASURER | 0.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $236,459 |
| FY2022 | 990-PF | $185,729 | $586,028 | $425,150 | $532,174 | $390,174 |
| FY2021 | 990-PF | $182,705 | $453,981 | $511,814 | $824,473 | $790,473 |
| FY2020 | 990-PF | $67,504 | $425,920 | $488,464 | $1,198,465 | $1,061,749 |
| FY2019 | 990-PF | $141,974 | $437,012 | $545,641 | $1,659,594 | $1,420,165 |
| FY2018 | 990-PF | $294,452 | $524,084 | $639,990 | $2,151,347 | $1,732,203 |
| FY2017 | 990-PF | $357,134 | $967,607 | $569,224 | $2,467,407 | $1,893,549 |
| TO SUPPORT JEWISH FAITH & COMMUNITY |
| $3,500 |
| 2021 |
| LOWER MERION SYNAGOGUEBALA CYNWYD, PA | TO SUPPORT JEWISH FAITH & COMMUNITY | $3,500 | 2022 |
| JUVENILE DIABETES RESEARCH FUNDBALA CYNWYD, PA | TO SUPPORT JUVENILE DIABETES RESEARCH | $3,500 | 2017 |
| AMERICAN FRIENDS OF DENTAL VOLUNTEERS FOR ISRAELJERUSALEM | TO SUPPORT DENTAL HEALTH & MEDICAL SERVICES PROVIDED TO AT-RISK POPULATIONS | $3,500 | 2018 |
| JUVENILE DIABETES RESEARCH FUNDBALA CYNWYD, PA | TO SUPPORT JUVENILE DIABETES RESEARCH | $3,500 | 2018 |
| AMERICAN FRIENDS OF DENTAL VOLUNTEERS FOR ISRAELJERUSALEM | TO SUPPORT DENTAL HEALTH & MEDICAL SERVICES PROVIDED TO AT-RISK POPULATIONS | $3,500 | 2017 |
| JUVENILE DIABETES RESEARCH FUNDATIONBALA CYNWYD, PA | TO SUPPORT JUVENILE DIABETES RESEARCH | $3,500 | 2021 |
| BE'CHOL LASHONSAN FRANSISCO, CA | TO SUPPORT THE ABAYUDAY/UGANDA PROJECT | $3,000 | 2020 |
| CHABAD OF THE MAINLINEMERION STATION, PA | TO SUPPORT JEWISH LEARNING AND COMMUNITY | $3,000 | 2022 |
| AISH OF PHILADELPHIABALA CYNWYD, PA | TO SUPPORT AISH HATORAH | $3,000 | 2019 |
| MASORTI FOUNDATION FOR CONSERVATIVE JUDAISMNEW YORK, NY | TO SUPPORT THE MASORTI JUDAISM FAITH & COMMUNITY | $3,000 | 2021 |
| AMERICAN FRIENDS OF DENTAL VOLUNTEERS FOR ISRAELJERUSALEM | TO SUPPORT DENTAL HEALTH & MEDICAL SERVICES PROVIDED TO AT-RISK POPULATIONS | $3,000 | 2019 |
| ISRAEL GUIDE DOGWARRINGTON, PA | TO SUPPORT CARE & IMROVEMENT OF QUALITY OF LIFE FOR BLIND & VISUALLY IMPAIRED ISRAELIS | $2,700 | 2023 |
| AMERICAN FRIENDS DENTAL VOLUNTEERS FOR ISRAEL | TO PROVIDE ACCESS TO DENTAL CARE | $2,500 | 2022 |
| BE'CHOL LASHONSAN FRANSISCO, CA | TO SUPPORT THE ABAYUDAY/UGANDA PROJECT | $2,500 | 2021 |
| MEOR FOUNDATIONPAMONA, NY | TO SUPPORT JEWISH COMMUNITY | $2,500 | 2021 |
| AMERICAN FRIENDS TEL AVIV UNIVERSITYNEW YORK, NY | TO SUPPORT HIGHER EDUCATION | $2,500 | 2019 |
| MEORMONSEY, NY | TO SUPPORT JEWISH COMMUNITY | $2,500 | 2017 |
| CHABAD OF THE MAINLINEMERION STATION, PA | TO SUPPORT JEWISH LEARNING AND COMMUNITY | $2,500 | 2020 |
| HAR ZION TEMPLEPENN VALLEY, PA | TO SUPPORT JEWISH FAITH & COMMUNITY | $2,500 | 2022 |
| NATIONAL MUSEUM AM JEWISH HISLORVPHILADELPHIA, PA | TO SUPPORT JEWISH CULTURE AND EDUCATION | $2,500 | 2018 |
| AMERICAN FRIENDS TEL AVIV UNIVERSITYNEW YORK, NY | TO SUPPORT HIGHER EDUCATION | $2,500 | 2021 |
| CHABAD OF THE MAINLINEMERION STATION, PA | TO SUPPORT JEWISH LEARNING AND COMMUNITY | $2,500 | 2019 |
| CHABAD OF THE MAINLINEMERION STATION, PA | TO SUPPORT JEWISH LEARNING AND COMMUNITY | $2,500 | 2018 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202321349349100162
Form 990-PF · FY2021 · period ending Jun 30, 2021
Filing id 202231459349100808
Form 990-PF · FY2020 · period ending Jun 30, 2020
Filing id 202121379349101717
Form 990-PF · FY2019 · period ending Jun 30, 2019
Filing id 202001969349102025
Form 990-PF · FY2018 · period ending Jun 30, 2018
Filing id 201941359349100914
Form 990-PF · FY2017 · period ending Jun 30, 2017
Filing id 201811359349101546
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.