Julius And Ray Charlestein Foundation Inc

Plymouth Mtng, PA
Tax-exempt since Oct. 1985
EIN: 23-2310090

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$135k (2023)

Expenses

$289k (2023)

Total Assets

$336k (2023)

Total Liabilities

$100k (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Revenue

$135,099

Expenses

$288,814

Net Income

-$153,715

Net Assets

$236,459

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,000	66.6%
Interest Revenue	$0
Dividends	$12,620	9.3%
Sales of Assets	$32,046	23.7%
Other Income	$433	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$287,200	99.4%
Compensation of Officers*	$35,000	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$336,459
Total Liabilities	$100,000
Net Assets	$236,459

Compensation

Key Employees and Officers	Compensation	Other
Ellyn Phillips (Executive Director)	$35,000	$0
Gary Charlestein (Secretary/Treasurer)	$0	$0

990-PF

Filed on Dec. 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$185,729

Expenses

$586,028

Net Income

-$400,299

Net Assets

$390,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	32.3%
Interest Revenue	$0
Dividends	$23,370	12.6%
Sales of Assets	$88,463	47.6%
Other Income	$13,896	7.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$425,150	72.5%
Compensation of Officers*	$35,000	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$532,174
Total Liabilities	$142,000
Net Assets	$390,174

Compensation

Key Employees and Officers	Compensation	Other
Ellyn Phillips (Executive Director)	$35,000	$0
Gary Charlestein (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$182,705

Expenses

$453,981

Net Income

-$271,276

Net Assets

$790,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,143	18.7%
Sales of Assets	$143,645	78.6%
Other Income	$4,917	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$511,814	> 100%
Compensation of Officers*	$35,000	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$824,473
Total Liabilities	$34,000
Net Assets	$790,473

Compensation

Key Employees and Officers	Compensation	Other
Ellyn Phillips (Executive Director)	$35,000	$0
Gary Charlestein (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$67,504

Expenses

$425,920

Net Income

-$358,416

Net Assets

$1,061,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,257	95.2%
Sales of Assets	$3,247	4.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$488,464	> 100%
Compensation of Officers*	$35,000	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,198,465
Total Liabilities	$136,716
Net Assets	$1,061,749

Compensation

Key Employees and Officers	Compensation	Other
Ellyn Phillips (Executive Director)	$35,000	$0
Gary Charlestein (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2019

Revenue

$141,974

Expenses

$437,012

Net Income

-$295,038

Net Assets

$1,420,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	42.3%
Interest Revenue	$0
Dividends	$57,097	40.2%
Sales of Assets	$24,877	17.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$545,641	> 100%
Compensation of Officers*	$35,000	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,659,594
Total Liabilities	$239,429
Net Assets	$1,420,165

Compensation

Key Employees and Officers	Compensation	Other
Ellyn Phillips (Executive Director)	$35,000	$0
Gary Charlestein (Secretary/Treasurer)	$0	$0

990-PF

Filed on July 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$294,452

Expenses

$524,084

Net Income

-$229,632

Net Assets

$1,732,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$190,000	64.5%
Interest Revenue	$0
Dividends	$63,105	21.4%
Sales of Assets	$36,806	12.5%
Other Income	$4,541	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$639,990	> 100%
Compensation of Officers*	$35,000	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,151,347
Total Liabilities	$419,144
Net Assets	$1,732,203

Compensation

Key Employees and Officers	Compensation	Other
Ellyn Phillips (Executive Director)	$35,000	$0
Gary Charlestein (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$357,134

Expenses

$967,607

Net Income

-$610,473

Net Assets

$1,893,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$360,000	> 100%
Interest Revenue	$0
Dividends	$67,228	18.8%
Sales of Assets	-$70,550
Other Income	$456	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$569,224	58.8%
Compensation of Officers*	$32,083	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,467,407
Total Liabilities	$573,858
Net Assets	$1,893,549

Compensation

Key Employees and Officers	Compensation	Other
Ellyn Phillips (Executive Director)	$32,083	$0
Gary Charlestein (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$427,917

Expenses

$446,412

Net Income

-$18,495

Net Assets

$2,882,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$360,000	84.1%
Interest Revenue	$16	0.0%
Dividends	$87,624	20.5%
Sales of Assets	$0
Other Income	$2,798	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$388,236	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,882,096
Total Liabilities	$0
Net Assets	$2,882,096

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$813,484

Expenses

$477,960

Net Income

$335,524

Net Assets

$2,900,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$360,000	44.3%
Interest Revenue	$66	0.0%
Dividends	$56,576	7.0%
Sales of Assets	$396,842	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$428,098	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,907,877
Total Liabilities	$7,286
Net Assets	$2,900,591

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$486,569

Expenses

$444,396

Net Income

$42,173

Net Assets

$2,565,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$390,000	80.2%
Interest Revenue	$9,524	2.0%
Dividends	$31,853	6.5%
Sales of Assets	$55,192	11.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$401,151	90.3%
Compensation of Officers*	$35,000	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,718,067
Total Liabilities	$153,000
Net Assets	$2,565,067

Compensation

Key Employees and Officers	Compensation	Other
Ellyn Phillips (Executive Director)	$35,000	$0
Gary Charlestein (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2013

Revenue

$335,876

Expenses

$591,592

Net Income

-$255,716

Net Assets

$2,567,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$310,000	92.3%
Interest Revenue	$3,266	1.0%
Dividends	$10,075	3.0%
Sales of Assets	$12,535	3.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$335,193	56.7%
Compensation of Officers*	$35,000	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,780,329
Total Liabilities	$213,000
Net Assets	$2,567,329

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$1,637,917

Expenses

$1,055,265

Net Income

$582,652

Net Assets

$2,715,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,581,027	96.5%
Interest Revenue	$13,528	0.8%
Dividends	$43,362	2.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,006,444	95.4%
Compensation of Officers*	$35,000	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,827,281
Total Liabilities	$112,054
Net Assets	$2,715,227

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Julius And Ray Charlestein Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $135k (2023)

Expenses $289k (2023)

Total Assets $336k (2023)

Total Liabilities $100k (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

No Extracted Financial Data

Document Links

Revenue

$135k (2023)

Expenses

$289k (2023)

Total Assets

$336k (2023)

Total Liabilities

$100k (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002