Nonprofit · EIN 23-1365325
SAMUEL S FELS FUND
Tax-exempt · PHILADELPHIA, PA 19102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,630,820 | $4,357,232 | -$2,726,412 | $46,438,680 | $2,009,173 | $44,429,507 |
| December 31, 2023 | 990-PF | $1,223,439 | $2,966,974 | -$1,743,535 | $45,116,266 | $226,695 | $44,889,571 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,655,614
- Interest
- $273,189
- Net gain from sales of assets
- -$291,207
- Other income
- -$6,776
Expenses
- Grants and similar amounts paid
- $3,180,000
- Compensation of officers, directors and key employees
- $280,454
- Salaries, compensation and benefits (total)
- $261,035
- Disbursements for charitable purposes
- $2,524,556
- Excise tax on investment income
- $23,671
Balance sheet and other
- Total assets, start of year
- $45,116,266
- Total assets, end of year
- $46,438,680
- Total liabilities, end of year
- $2,009,173
- Net assets, end of year
- $44,429,507
- Fair market value of assets
- $46,438,680
- Qualifying distributions
- $2,524,556
- Net investment income
- $1,922,027
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH MARTINEZ-HELFMAN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | PRESIDENT | 40 | $252,954 | $25,295 |
| SHANELL RANSOM 1528 WALNUT STREET STE 1002, PHILADELPHIA, PA 19102 | PROGRAM OFFI Highest-paid employee | 40 | $129,369 | $11,737 |
| MICHELLE CURRICA HERNANDEZ 1528 WALNUT STREET STE 1002, PHILADELPHIA, PA 19102 | GRANTS & OPS Highest-paid employee | 40 | $106,666 | $9,836 |
| FARIHA KHAN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD CHAIR | 2 | $6,500 | $0 |
| WILL GONZALEZ ESQ 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $5,000 | $0 |
| MICHAEL O'BRYAN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | VICE CHAIR | 2 | $4,000 | $0 |
| DANYELLE AUSTIN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $4,000 | $0 |
| CHELSEA HICKS 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $4,000 | $0 |
| NIMRIT KANG 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $4,000 | $0 |
| JOHN L JACKSON JR 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $0 | $0 |
| IDA K CHEN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH MARTINEZ-HELFMAN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | FOUNDATION P | 40 | $244,400 | $24,440 |
| SHANELL RANSOM 1528 WALNUT STREET STE 1002, PHILADELPHIA, PA 19102 | PROGRAM OFFI Highest-paid employee | 40 | $126,951 | $11,340 |
| MICHELLE CURRICA HERNANDEZ 1528 WALNUT STREET STE 1002, PHILADELPHIA, PA 19102 | GRANTS & OPS Highest-paid employee | 40 | $110,535 | $9,504 |
| FARIHA KHAN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD CHAIR | 4 | $6,500 | $0 |
| WILL GONZALEZ ESQ 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | TREASURER/SE | 2 | $5,000 | $0 |
| DANYELLE AUSTIN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $4,000 | $0 |
| MICHAEL O'BRYAN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $4,000 | $0 |
| PARI HASHEMI MAGURA 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $4,000 | $0 |
| NIMRIT KANG 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $4,000 | $0 |
| CHELSEA HICKS 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $1,000 | $0 |
| MICHAEL BROWN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD VICE C | 3 | $0 | $0 |
| TAMER MAKARY 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | TREASURER/SE | 1 | $0 | $0 |
| JOHN L JACKSON JR 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $0 | $0 |
| IDA K CHEN 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102 | BOARD MEMBER | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1528 WALNUT ST STE 1002, PHILADELPHIA, PA 19102-3627
- In care of
- % SAMUEL S FELS FUND
- Signed the 990-PF
- SARAH MARTINEZ-HELFMAN, PRESIDENT
- Phone
- (215) 731-9455
- Website
- SAMFELS.ORG
- Return prepared by
- J MILLER & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-1365325
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1937
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $46,438,680
- Income (IRS master file)
- $8,237,647
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,630,820 | $4,357,232 | $46,438,680 | IRS |
| 990-PF | December 2023 | $1,223,439 | $2,966,974 | $45,116,266 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1365325).
Questions about SAMUEL S FELS FUND
- What is the EIN of SAMUEL S FELS FUND?
- The employer identification number (EIN) of SAMUEL S FELS FUND is 23-1365325.
- Is SAMUEL S FELS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1937.
- Are donations to SAMUEL S FELS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL S FELS FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL S FELS FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMUEL S FELS FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SAMUEL S FELS FUND?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 9 received compensation from the organization, the highest $252,954 (SARAH MARTINEZ-HELFMAN, PRESIDENT).
- How much revenue does SAMUEL S FELS FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,630,820, expenses of $4,357,232 and total assets of $46,438,680 at year end.
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