Civic Intelligence

Weinstein Family Charitable Foundation

EIN 87-3177590 • Bala Cynwyd, PA

302 Bala AvenueBala Cynwyd, PA 19004
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2024

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2024

Assets

Up

$513,165

Up $110,353 (+27%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$513,165

Up $110,353 (+27%) from 2023

Revenue

Up

$131,330

Up $24,259 (+23%) from 2023

Expenses

Down

$21,001

Down $9,319 (-31%) from 2023

Net Income

Up

$110,329

Up $33,578 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2021: $253,449Liabilities 2021: $1Net Assets 2021: $253,4492021Assets 2022: $326,275Liabilities 2022: $12022Assets 2023: $402,812Liabilities 2023: $1Net Assets 2023: $402,8122023Assets 2024: $513,165Liabilities 2024: $0Net Assets 2024: $513,1652024

Highlighted filing

2024

Assets$513,165
Liabilities$0
Net Assets$513,165

Operations Trend

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

$300K$200K$100K$0Revenue 2021: $253,650Expenses 2021: $201Net Income 2021: $253,4492021Revenue 2022: $89,710Expenses 2022: $16,884Net Income 2022: $72,8262022Revenue 2023: $107,071Expenses 2023: $30,320Net Income 2023: $76,7512023Revenue 2024: $131,330Expenses 2024: $21,001Net Income 2024: $110,3292024

Highlighted filing

2024

Revenue$131,330
Expenses$21,001
Net Income$110,329

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 26, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY WEINSTEINPresident/Tr-$0--
BUTSIE COHEN-WEINSTEINCEO/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Weinstein Family Charitable Foundation
EIN
87-3177590
Phone
6106015300
Address
302 BALA AVENUE, BALA CYNWYD, PA 19004

Signing Officer

Name
Jay Weinstein
Title
President
Phone
6106015300
Signed
2025-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Aka Advisory LLC
Address
1701 SHALLCROSS AVE STE D, WILMINGTON, DE 19806
Preparer
Michael a Albero CPA Mst
Phone
3022307171
Raw XML Appendix366 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121 FERRIS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 7512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3314 LEVERING MILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt425 N STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57018 FORSYTH BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PENN WYNNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST ORANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BALA CYNWYD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEWTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1070522009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd418940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd563105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018566
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05625
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03515
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018566
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03515
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09140
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAY WEINSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0302 BALA AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BALA CYNWYD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019004
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024
OtherIncreasesSchedule/OtherIncreasesDetail/Desc01099 VS STATEMENT TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02315
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01157
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01158
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAY WEINSTEIN
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1BUTSIE WEINSTEIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0302 BALA AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1302 BALA AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BALA CYNWYD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1BALA CYNWYD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd019004
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd119004
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0311
TaxesSchedule/TaxesDetail/Amt1157
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY WEINSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106015300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEINSTEIN FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEIN
ReturnHeader/Filer/EIN0873177590
ReturnHeader/Filer/PhoneNum06106015300
ReturnHeader/Filer/USAddress/AddressLine1Txt0302 BALA AVENUE
ReturnHeader/Filer/USAddress/CityNm0BALA CYNWYD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260645306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKA ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 SHALLCROSS AVE STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019806
ReturnHeader/PreparerPersonGrp/PhoneNum03022307171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A ALBERO CPA MST
ReturnHeader/ReturnTs02025-07-01T07:02:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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