Nonprofit · EIN 23-2310090
JULIUS AND RAY CHARLESTEIN FOUNDATION INC
Tax-exempt · PLYMOUTH MTNG, PA 19462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2023 | 990-PF | $135,099 | $288,814 | -$153,715 | $336,459 | $100,000 | $236,459 |
Financial details: 990-PF for the year ended June 30, 2023
Revenue
- Contributions, gifts and grants
- $90,000
- Dividends
- $12,620
- Net gain from sales of assets
- $32,046
- Other income
- $433
Expenses
- Grants and similar amounts paid
- $245,200
- Compensation of officers, directors and key employees
- $35,000
- Disbursements for charitable purposes
- $287,200
- Excise tax on investment income
- $627
Balance sheet and other
- Total assets, start of year
- $532,174
- Total assets, end of year
- $336,459
- Total liabilities, end of year
- $100,000
- Net assets, end of year
- $236,459
- Fair market value of assets
- $638,650
- Qualifying distributions
- $287,200
- Net investment income
- $45,099
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 June 30, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELLYN PHILLIPS 1710 ROMANO DRIVE, PLYMOUTH MEETING, PA 19462 | EXECUTIVE DIRECTOR | 5 | $35,000 |
| GARY CHARLESTEIN 1710 ROMANO DRIVE, PLYMOUTH MEETING, PA 19462 | SECRETARY/TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4500, PLYMOUTH MTNG, PA 19462-4500
- Signed the 990-PF
- GARY CHARLESTEIN, SECRETARY/TREASURER
- Phone
- (610) 239-6004
- Return prepared by
- CBIZ ADVISORS 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | Not on file |
IRS record
- EIN
- 23-2310090
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $336,459
- Income (IRS master file)
- $380,973
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2023 | $135,099 | $288,814 | $336,459 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 23-2310090).
Questions about JULIUS AND RAY CHARLESTEIN FOUNDATION INC
- What is the EIN of JULIUS AND RAY CHARLESTEIN FOUNDATION INC?
- The employer identification number (EIN) of JULIUS AND RAY CHARLESTEIN FOUNDATION INC is 23-2310090.
- Is JULIUS AND RAY CHARLESTEIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to JULIUS AND RAY CHARLESTEIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIUS AND RAY CHARLESTEIN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIUS AND RAY CHARLESTEIN FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JULIUS AND RAY CHARLESTEIN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2023.
- Who are the officers and directors of JULIUS AND RAY CHARLESTEIN FOUNDATION INC?
- The 990-PF for the year ended June 30, 2023 lists 2 people; 1 received compensation from the organization, the highest $35,000 (ELLYN PHILLIPS, EXECUTIVE DIRECTOR).
- How much revenue does JULIUS AND RAY CHARLESTEIN FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2023 it reported revenue of $135,099, expenses of $288,814 and total assets of $336,459 at year end.
Other nonprofits in PLYMOUTH MTNG
- UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND EIN 23-2949242 · last filed 990 for 2025
- NATIONAL COMPREHENSIVE CANCER NETWORK INC EIN 23-2818395 · last filed 990 for 2024
- GEMMA SERVICES EIN 23-2310084 · last filed 990 for 2025
- UFCW HEALTH & WELFARE FUND OF NEPA EIN 23-7428852 · last filed 990 for 2025
- PSEA HEALTH CARE EIN 23-3042741 · last filed 990 for 2025
- PLYMOUTH COMMUNITY AMBULANCE ASSN EIN 23-7240541 · last filed 990 for 2023
- FOR PETES SAKE CANCER RESPITE FOUNDATION EIN 23-3013896 · last filed 990 for 2025
- PTS FOUNDATION EIN 23-2930670 · last filed 990-PF for 2024