Civic Intelligence

Charles R Jelm Charitable Fnd Inc

EIN 65-0122428 • Garden City, NY

CO Bessemer Tr-1225 Franklin AveGarden City, NY 11530
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

41st percentile

$55,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

40th percentile

0.9%

Faster asset growth than 40% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

132%

Faster revenue growth than 90% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,134,107

Up $81,707 (+0.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$9,134,107

Up $81,707 (+0.9%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin62nd percentile

Revenue

Up

$647,006

Up $368,568 (+132%) from 2024

Expenses

Down

$565,708

Down $3,018 (-0.5%) from 2024

Net Income

Up

$81,298

Up $371,586 (+128%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2012: $5,241,192Liabilities 2012: $02012Assets 2013: $8,348,940Liabilities 2013: $02013Assets 2014: $8,225,152Liabilities 2014: $02014Assets 2015: $8,166,295Liabilities 2015: $02015Assets 2016: $7,765,633Liabilities 2016: $02016Assets 2020: $9,720,738Liabilities 2020: $02020Assets 2021: $9,675,966Liabilities 2021: $0Net Assets 2021: $9,675,9662021Assets 2022: $9,823,504Liabilities 2022: $0Net Assets 2022: $9,823,5042022Assets 2023: $9,342,082Liabilities 2023: $0Net Assets 2023: $9,342,0822023Assets 2024: $9,052,400Liabilities 2024: $0Net Assets 2024: $9,052,4002024Assets 2025: $9,134,107Liabilities 2025: $0Net Assets 2025: $9,134,1072025

Highlighted filing

2025

Assets$9,134,107
Liabilities$0
Net Assets$9,134,107
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2012: $741,206Expenses 2012: $302,898Net Income 2012: $438,3082012Revenue 2013: $3,652,981Expenses 2013: $376,874Net Income 2013: $3,276,1072013Revenue 2014: $324,291Expenses 2014: $468,221Net Income 2014: -$143,9302014Revenue 2015: $442,363Expenses 2015: $501,975Net Income 2015: -$59,6122015Revenue 2016: $262,399Expenses 2016: $588,639Net Income 2016: -$326,2402016Revenue 2020: $305,221Expenses 2020: $618,647Net Income 2020: -$313,4262020Revenue 2021: $517,572Expenses 2021: $563,321Net Income 2021: -$45,7492021Revenue 2022: $722,422Expenses 2022: $575,217Net Income 2022: $147,2052022Revenue 2023: $36,455Expenses 2023: $517,289Net Income 2023: -$480,8342023Revenue 2024: $278,438Expenses 2024: $568,726Net Income 2024: -$290,2882024Revenue 2025: $647,006Expenses 2025: $565,708Net Income 2025: $81,2982025

Highlighted filing

2025

Revenue$647,006
Expenses$565,708
Net Income$81,298
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,134,107
Liabilities
$0
Net assets
$9,134,107
Revenue
$647,006
Expenses
$565,708
Net income
$81,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.65$0.57$0.08
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.28$0.57$0.29
2023Detailed filing. Detailed filing data is available for this year.$9.34$0.00$9.34$0.04$0.52$0.48
2022Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$0.72$0.58$0.15
2021Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.52$0.56$0.05
2020Summary only. Only limited summary data is available for this year.$9.72$0.00$0.31$0.62$0.31
2016Summary only. Only limited summary data is available for this year.$7.77$0.00$0.26$0.59$0.33
2015Summary only. Only limited summary data is available for this year.$8.17$0.00$0.44$0.50$0.06
2014Summary only. Only limited summary data is available for this year.$8.23$0.00$0.32$0.47$0.14
2013Summary only. Only limited summary data is available for this year.$8.35$0.00$3.65$0.38$3.28
2012Summary only. Only limited summary data is available for this year.$5.24$0.00$0.74$0.30$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Jun 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAMILLA GLENNTrusteePT$55,000-$55,000
CHERYL A JELMTrusteePT$55,000-$55,000
CHARLES L JELMTrusteePT$55,000-$55,000
ROBERT J CICEKTrusteePT$55,000-$55,000
LISA PETROSKYTrusteePT$55,000-$55,000
Filing and Contact Details

Filer

Filer Name
Charles R Jelm Charitable Fnd Inc
EIN
65-0122428
Phone
5165089623
Address
CO BESSEMER TR-1225 FRANKLIN AVE, GARDEN CITY, NY 11530

Signing Officer

Name
Robert Cicek
Title
Director
Phone
5165089623
Signed
2025-06-05

Preparer

Firm
Bessemer Trust Co
Address
100 WOODBRIDGE CENTER DRIVE, WOODBRIDGE, NJ 07095
Preparer
Roseann Defina
Phone
5165089623
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2103 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3160 TAKE-2 INTERACTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4390 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53 AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6100 HILTON WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm775 LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm812 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm910 O'REILLY AUTO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1021 COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11326 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12575 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13300 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1497 APOLLO GLOBAL MANAGEMENT I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16170 FISERV INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18205 JPMORGAN CHASE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2032 S&P GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21212 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22110 CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23116 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2444 MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2551 THERMO FISHER SCIENTIFIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2743 EATON CORP PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3124 NORTHROP GRUMMAN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33355 TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34391 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3582 APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36110 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37260 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3861 GARTNER INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40249 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4176 MOTOROLA SOLUTIONS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4388 CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4466 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45255 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46200 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47250 LVMH MOET HENNESSY-UN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4853 ASML HOLDING NV ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49153142.555 OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5092 LIVE NATION ENTERTMNT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5288 WYNDHAM HOTELS & RESORTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53151 BJ'S WHOLESALE CLUB HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54263 US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5534 SPDR S&P OIL & GAS EXPLORA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56242 NASDAQ INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57185 RYAN SPECIALTY HOLDNGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5877 SPDR S&P REGIONAL BK ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59115 TRADEWEB MARKETS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6024 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6180 STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62617 AVANTOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63124 COOPER COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6418 IDEXX LABS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6538 MEDPACE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6630 API GROUP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6799 BOOZ ALLEN HAMILTON HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6869 BWX TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6932 CARLISLE COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7070 CLEAN HARBORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71190 CORE & MAIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7248 EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7326 SAIA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7490 UL SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75186 WILLSCOT HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7687 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77659 CCC INTELLIGENT SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7875 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7975 ENTEGRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8093 KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8160 MANHATTAN ASSOCIATES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8221 SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8370 UTILITIES SELECT SECT SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8458845.495 OW SMALL & MIDCAP STRAT FD
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