Sam and Charles Foundation Tr Agreement 12181997

990PF • Fiscal year 2020 • EIN 23-7919005

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile

121 Pine StreetPhiladelphia, PA 19106

(215) 299-4638

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.

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-34%

Higher net margin than 19% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-3.4%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-22%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$139,540

Down $4,874 (-3.4%) from 2019

Net Assets

Down

$139,540

Down $4,874 (-3.4%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin19th percentile

Revenue

Down

$14,244

Down $4,103 (-22%) from 2019

Expenses

Down

$19,118

Down $4,011 (-17%) from 2019

Net Income

Down

-$4,874

Down $92 (-1.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2020

Assets$139,540

Liabilities$0

Net Assets$139,540

Open 2020 Filing

Operations Trend

Revenue Growth42nd percentile

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

Highlighted filing

2020

Revenue$14,244

Expenses$19,118

Net Income-$4,874

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 10, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID U'PRICHARD	Officer	-	$0	-	-
ALISSA U'PRICHARD	Officer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Sam & Charles Foundation
EIN: 23-7919005
Phone: 2152994638
Address: 121 PINE STREET, PHILADELPHIA, PA 19106

Signing Officer

Name: ALISSA U'PRICHARD
Title: Foundation Manager
Phone: 2152994638
Signed: 2021-11-10
Discuss with paid preparer: Yes

Preparer

Firm: Fairman Group Family Office Llp
Address: 1200 LIBERTY RIDGE DRIVE SUITE 320, CHESTERBROOK, PA 19087
Preparer: Kimberly G Pittman
Phone: 6108897300

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

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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	121 PINE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	19106
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2152994638
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	NO SPECIFICATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	CO GARTH HOYTESQ MCNEES WALLACE NUR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	4843298044
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	426 W LANCASTER AVENUE SUITE 110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	DEVON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	19333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	DAVID U'PRICHARD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	ALISSA U'PRICHARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO HELP FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE WILMA THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	265 S BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	19107
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	16000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	16000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	32299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	16299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	16223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	46981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	50530
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	16299
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	34231
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	63204
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	16223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	46981
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	16000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	97435
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	113734
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	61
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	32
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	PROCEED INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	160
TaxesSchedule/TaxesDetail/Amt	1	15
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	2019 PA STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	160
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ALISSA U'PRICHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2152994638
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE SAM & CHARLES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SAM&
ReturnHeader/Filer/EIN	0	237919005
ReturnHeader/Filer/PhoneNum	0	2152994638
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	121 PINE STREET
ReturnHeader/Filer/USAddress/CityNm	0	PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	19106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	454793713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FAIRMAN GROUP FAMILY OFFICE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1200 LIBERTY RIDGE DRIVE SUITE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHESTERBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	19087
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6108897300
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KIMBERLY G PITTMAN
ReturnHeader/ReturnTs	0	2021-11-15T12:22:09-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	ALISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	UPRICHARD
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $139,540
Liabilities: $0
Net assets: $139,540
Revenue: $14,244
Expenses: $19,118
Net income: -$4,874

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.47	$0.00	$2.47	$0.38	$0.69	$0.32
2023Detailed filing. Detailed filing data is available for this year.	$2.78	$0.00	$2.78	$0.30	$0.23	$0.07
2022Detailed filing. Detailed filing data is available for this year.	$2.71	$0.00	$2.71	$0.34	$0.09	$0.24
2021Detailed filing. Detailed filing data is available for this year.	$2.47	$0.00	$2.47	$1.10	$0.02	$1.08
2020Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.14	$0.19	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$1.44	$0.00	$1.44	$0.18	$0.23	$0.05
2015Detailed filing. Detailed filing data is available for this year.	$1.85	$0.00	$1.85	$0.68	$0.82	$0.14