Civic Intelligence

Julius and Ray Charlestein Foundation Inc.

990PF • Fiscal year 2018 • EIN 23-2310090

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization Profile
1710 Romano DrivePlymouth Meeting, PA 19462

(610) 239-6004

Siviq Scores

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

Liabilities / Assets

69th percentile

0.19x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

1.42x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-78%

Higher net margin than 6% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$35,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$2,151,347

Down $316,060 (-13%) from 2017

Net Assets

Down

$1,732,203

Down $161,346 (-8.5%) from 2017

Liabilities

Down

$419,144

Down $154,714 (-27%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin6th percentile

Revenue

Down

$294,452

Down $62,682 (-18%) from 2017

Expenses

Down

$524,084

Down $443,523 (-46%) from 2017

Net Income

Up

-$229,632

Up $380,841 (+62%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,827,281Liabilities 2012: $112,0542012Assets 2013: $2,780,329Liabilities 2013: $213,0002013Assets 2014: $2,718,067Liabilities 2014: $153,000Net Assets 2014: $2,565,0672014Assets 2015: $2,907,877Liabilities 2015: $7,2862015Assets 2016: $2,882,096Liabilities 2016: $02016Assets 2017: $2,467,407Liabilities 2017: $573,858Net Assets 2017: $1,893,5492017Assets 2018: $2,151,347Liabilities 2018: $419,144Net Assets 2018: $1,732,2032018Assets 2019: $1,659,594Liabilities 2019: $239,429Net Assets 2019: $1,420,1652019Assets 2020: $1,198,465Liabilities 2020: $136,716Net Assets 2020: $1,061,7492020Assets 2021: $824,473Liabilities 2021: $34,000Net Assets 2021: $790,4732021Assets 2022: $532,174Liabilities 2022: $142,000Net Assets 2022: $390,1742022Assets 2023: $336,459Liabilities 2023: $100,000Net Assets 2023: $236,4592023

Highlighted filing

2018

Assets$2,151,347
Liabilities$419,144
Net Assets$1,732,203
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $1,637,917Expenses 2012: $1,055,265Net Income 2012: $582,6522012Revenue 2013: $335,876Expenses 2013: $591,592Net Income 2013: -$255,7162013Revenue 2014: $486,569Expenses 2014: $444,396Net Income 2014: $42,1732014Revenue 2015: $813,484Expenses 2015: $477,960Net Income 2015: $335,5242015Revenue 2016: $427,917Expenses 2016: $446,412Net Income 2016: -$18,4952016Revenue 2017: $357,134Expenses 2017: $967,607Net Income 2017: -$610,4732017Revenue 2018: $294,452Expenses 2018: $524,084Net Income 2018: -$229,6322018Revenue 2019: $141,974Expenses 2019: $437,012Net Income 2019: -$295,0382019Revenue 2020: $67,504Expenses 2020: $425,920Net Income 2020: -$358,4162020Revenue 2021: $182,705Expenses 2021: $453,981Net Income 2021: -$271,2762021Revenue 2022: $185,729Expenses 2022: $586,028Net Income 2022: -$400,2992022Revenue 2023: $135,099Expenses 2023: $288,814Net Income 2023: -$153,7152023

Highlighted filing

2018

Revenue$294,452
Expenses$524,084
Net Income-$229,632
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLYN PHILLIPSExecutive DirectorPT$35,000-$35,000
GARY CHARLESTEINSecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALS ASSOCIATIONTO SUPPORT ALS TREATMENT & RESEARCHPCAMBLER, PA, US$193,000
Paid GrantJACK M BARRACK HEBREW ACADEMY - PLEDGE PAYMENTSTO SUPPORT THE STEAM PROGRAM & PROVIDE SCHOLARSHIPSPCBRYN MAWR, PA, US$100,000
Paid GrantJEWISH FEDERATION OF GREATER PHILADELPHIATO SUPPORT JEWISH COMMUNITIES AND NEEDSPCPHILADELPHIA, PA, US$87,000
Paid GrantGERMANTOWN JEWISH CENTERTO SUPPORT JEWISH FAITH & COMMUNITYPCPHILADELPHIA, PA, US$45,000
Paid GrantUNIVERSITY OF PENNSYLVANIA - PLEDGE PAYMENTTO SUPPORT THE RESTORATION OF EVAN'S BUIDLING FOR THE DENTAL SCHOOLPCPHILADELPHIA, PA, US$35,714
Paid GrantUNITED WAY OF SOUTHEASTERN PATO SUPPORT LOCAL CHAIRITIESPCPHILADELPHIA, PA, US$20,126
Paid GrantPHILADELPHIA ORCHESTRATO SUPPORT PERFORMING ARTSPCPHILADELPHIA, PA, US$17,500
Paid GrantTHE SCHECHTER INSTITUTES INC- PLEDGE PAYMENTTO SUPPORT AND OFFER JEWISH EDUCATIONPCPHILADELPHIA, PA, US$17,000
Paid GrantPHILADELPHIA MUSEUMM OF ARTTO SUPPORT CULTURE, COMMUNITY, AND ARTSPCPHILADELPHIA, PA, US$15,000
Paid GrantRABBINICAL ASSEMBLYTO SUPPORT THE DAY SCHOOL SCHOLARSHIP FUNDPCJENKINTOWN, PA, US$15,000
Paid GrantKEHILLAT RAMOT ZIONTO SUPPORT JEWISH FAITH & COMMUNITYPCJERUSALEM, IS$6,500
Paid GrantPHILLIES CHARITIESTO SUPPORT LOCAL COMMUNITYPCPHILADELPHIA, PA, US$6,500
Paid GrantSAMUEL D COZEN MEMORIAL FUNDTO SUPPORT YOUTH PROGRAMSPCWEST CONSHOHOCKEN, PA, US$6,000
Paid GrantPERELMAN JEWISH DAY SCHOOLTO SUPPORT EARLY JEWISH EDUCATIONPCWYNNEWOOD, PA, US$5,500
Paid GrantBE'CHOL LASHONTO SUPPORT THE ABAYUDAY/UGANDA PROJECTPCSAN FRANSISCO, CA, US$5,000
Paid GrantJEWISH FAMILY & CHILDREN SERVICESTO SUPPORT JEWISH FAMILIES & COMMUNITIESPCPHILADELPHIA, PA, US$5,000
Paid GrantLOWER MERION SYNAGOGUETO SUPPORT LOCAL JEWISH COMMUNITY AND FAITHPCBALA CYNWYD, PA, US$5,000
Paid GrantMASORTI FOUNDATION FOR CONSERVATIVE JUDAISMTO SUPPORT THE MASORTI JUDAISM FAITH & COMMUNITYPCNEW YORK, NY, US$5,000
Paid GrantRAMAH IN THE ROCKIESTO SUPPORT YOUTH JEWISH EDUCATION PROGRAMSPCDENVER, CO, US$5,000
Paid GrantUNITED SYNAGOGUE CONSERVATIVE YESHIVA - PLEDGE PAYMENTTO SUPPORT JEWISH FAITH & COMMUNITYPCNEW YORK, NY, US$5,000
Paid GrantAMERICAN FRIENDS TEL AVIV UNIVERSITYTO SUPPORT HIGHER EDUCATIONPCNEW YORK, NY, US$4,000
Paid GrantAMERICAN FRIENDS OF DENTAL VOLUNTEERS FOR ISRAELTO SUPPORT DENTAL HEALTH & MEDICAL SERVICES PROVIDED TO AT-RISK POPULATIONSPCJERUSALEM, IS$3,500
Paid GrantJUVENILE DIABETES RESEARCH FUNDTO SUPPORT JUVENILE DIABETES RESEARCHPCBALA CYNWYD, PA, US$3,500
Paid GrantCHABAD OF THE MAINLINETO SUPPORT JEWISH LEARNING AND COMMUNITYPCMERION STATION, PA, US$2,500
Paid GrantMEORTO SUPPORT JEWISH COMMUNITYPCMONSEY, NY, US$2,500
Paid GrantNATIONAL MUSEUM AM JEWISH HISLORVTO SUPPORT JEWISH CULTURE AND EDUCATIONPCPHILADELPHIA, PA, US$2,500
Paid GrantISRAEL GUIDE DOGTO SUPPORT CARE & IMROVEMENT OF QUALITY OF LIFE FOR BLIND & VISUALLY IMPAIRED ISRAELISPCWARRINGTON, PA, US$2,000
Paid GrantLANKENAU INSTITUTE FOR MEDICAL RESEARCH - FINAL YEAR PLEDGE PAYMENTTO SUPPORT MEDICAL RESEARCHPCWYNNEWOOD, PA, US$2,000
Paid GrantUNITED SYNAGOGUE FUCHSBERG CENTERTO SUPPORT JEWISH FAITH & EDUCATIONPCJERUSALEM, IS$2,000
Paid GrantKIDS SMILETO PROVIDE ACCESS TO DENTAL CARE FOR DISADVANTAGED CHILDRENPCPHILADELPHIA, PA, US$1,500
Paid GrantGRATZ COLLEGETO SUPPORT JEWISH FAITH AND HIGHER EDUCATIONPCMELROSE PARK, PA, US$1,200
Paid GrantHILLEL OF UNIVERSITY OF PENNSYLVANIATO SUPPORT JEWISH COMMUNITY & HIGHER EDUCATIONPCPHILADELPHIA, PA, US$1,200
Paid GrantAMERICAN ASSOCIATION BEN GURION UNIV OF NEGEVTO SUPPORT IRSRAELI HIGHER EDUCATIONPCJENKINTOWN, PA, US$1,000
Paid GrantFEDERATION EARLY LEARNING SERVICESTO SUPPORT CHILDCARE SERVICES FOR FAMILIES IN NEEDPCPHILADELPHIA, PA, US$1,000
Paid GrantJAFFA INSTITUTETO SUPPORT COMMUNITY & PROVIDE SERVICES TO THE DISADVANTAGED OF JAFFAPCFLUSHING, NY, US$600
Paid GrantJCRCYOUTH SYMPOSIUMTO SUPPORT YOUTH & COMMUNITY SERVICESPCPHILADELPHIA, PA, US$600
Paid GrantMADLYN & LEONARD ABRAMSON CENTER FOR JEWISH LIFETO SUPPORT SENIOR CARE SERVICESPCNORTH WALES, PA, US$550
Paid GrantAM JEWISH ADVOCACY PHILADELPHIATO SUPPORT JEWISH FAITH & COMMUNITYPCPHILADELPHIA, PA, US$500
Paid GrantFRANKLIN INSTITUTETO SUPPORT CULTURE AND SCIENCESPCPHILADELPHIA, PA, US$500
Paid GrantMANN MUSIC CENTERTO SUPPORT THE PERFORMING ARTSPCPHILADELPHIA, PA, US$500
Paid GrantPLEASE TOUCH MUSEUMTO SUPPORT HANDS ON EXHIBIT PROGRAMPCPHILADELPHIA, PA, US$500
Paid GrantPOLICE ATHLETIC LEAGUETO SUPPORT YOUTH & COMMUNITY SERVICESPCPHILADELPHIA, PA, US$500
Paid GrantSPECIAL OLYMPICSTO SUPPORT COMMUNITY & SPORTS FOR DISABLED PERSONSPCNORRISTOWN, PA, US$500
Filing and Contact Details

Filer

Filer Name
Julius & Ray Charlestein Foundation
EIN
23-2310090
Phone
6102396004
Address
1710 ROMANO DRIVE, PLYMOUTH MEETING, PA 19462

Signing Officer

Name
Gary Charlestein
Title
Secretary/treasurer
Phone
6102396004
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
401 PLYMOUTH ROAD SUITE 200, PLYMOUTH MEETING, PA 19462
Preparer
James J Mcnally
Phone
6108622249
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91999-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1398626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt255602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt340736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt522989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt643130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt772228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt850049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt915000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt140398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-76
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-4588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-1714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-76
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-4588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-1714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1439024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt255526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt340741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt522231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt642957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt767640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt848335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt915000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF VARIOUS SHORT TERM CS #9609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF VARIOUS LONG TERM CS #9609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2792 SHARES HARBOR INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3800 SHARES ISHARES FLOATING RATE BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4256 SHARES PIMCO HIGH YIELD FUND INST CL C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5666 SHARES SPDR INTRMDT TRM CRPRATEDBND ET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6612 SHARES HARBOR INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc77520 SHARES PIMCO HIGH YIELD FUND INST CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81448 SHARES SPDR INTRMDT TRM CRPRATEDBND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9STATE OF ISRAEL BOND MATURITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt036816
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-229632
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt068286
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01732203
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01893549
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01732203
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0134969
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0134969
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0134969
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0136013
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01044
IRS990PF/DistributableAmountGrp/TotalTaxAmt01044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01379
IRS990PF/FMVAssetsEOYAmt02547057
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01520500
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01520500
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0391738
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0138144
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0138144
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0149935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0147195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01825669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01008450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01245463
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0854818
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01016255
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0573858
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0419144
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0373049
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0211703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02467407
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02151347
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02547057
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0573858
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0419144
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02467407
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02151347
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01893549
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01732203
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02761690
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0276427
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02485263
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041425
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0136013
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02720265
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02761690
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt035000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELLYN PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GARY CHARLESTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01710 ROMANO DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11710 ROMANO DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PLYMOUTH MEETING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PLYMOUTH MEETING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019462
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119462
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0456784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0457828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0569224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0542950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0567812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0401151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0335193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.167919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.199785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.192266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.185050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.139599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.122895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02720265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02849177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02823958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03068417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02873594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02727470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0639990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.839595
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0638946
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0639990
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01044
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0639990
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDEND AND INTEREST
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1GAIN FROM SALES OF ASSETS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01710 ROMANO DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PLYMOUTH MEETING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019462
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,151,347
Liabilities
$419,144
Net assets
$1,732,203
Revenue
$294,452
Expenses
$524,084
Net income
-$229,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.10$0.24$0.14$0.29$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.14$0.39$0.19$0.59$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.03$0.79$0.18$0.45$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.14$1.06$0.07$0.43$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.24$1.42$0.14$0.44$0.30
2018Detailed filing. Detailed filing data is available for this year.$2.15$0.42$1.73$0.29$0.52$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.57$1.89$0.36$0.97$0.61
2016Summary only. Only limited summary data is available for this year.$2.88$0.00$0.43$0.45$0.02
2015Summary only. Only limited summary data is available for this year.$2.91$0.01$0.81$0.48$0.34
2014Detailed filing. Detailed filing data is available for this year.$2.72$0.15$2.57$0.49$0.44$0.04
2013Summary only. Only limited summary data is available for this year.$2.78$0.21$0.34$0.59$0.26
2012Summary only. Only limited summary data is available for this year.$2.83$0.11$1.64$1.06$0.58