Nonprofit · EIN 23-7919005
SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997
Also known as UPRICHARD DAVID & ALISSA TTEE
Tax-exempt · PHILADELPHIA, PA 19106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $37,687 | $69,356 | -$31,669 | $246,628 | $0 | $246,628 |
| December 31, 2023 | 990-PF | $29,931 | $22,612 | $7,319 | $278,131 | $0 | $278,131 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $14,294
- Net gain from sales of assets
- $23,350
- Other income
- $43
Expenses
- Grants and similar amounts paid
- $60,300
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $60,300
- Excise tax on investment income
- $520
Balance sheet and other
- Total assets, start of year
- $278,131
- Total assets, end of year
- $246,628
- Total liabilities, end of year
- $0
- Net assets, end of year
- $246,628
- Fair market value of assets
- $1,514,729
- Qualifying distributions
- $60,300
- Net investment income
- $37,687
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 |
|---|---|---|---|
| ALISSA U'PRICHARD 121 PINE STREET, PHILADELPHIA, PA 19106 | OFFICER | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALISSA U'PRICHARD 121 PINE STREET, PHILADELPHIA, PA 19106 | OFFICER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 121 PINE ST, PHILADELPHIA, PA 19106-4311
- Signed the 990-PF
- ALISSA U'PRICHARD, FOUNDATION MANAGER
- Phone
- (215) 299-4638
- Return prepared by
- FAIRMAN GROUP FAMILY OFFICE LLP
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
- 23-7919005
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $246,628
- Income (IRS master file)
- $38,612
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $37,687 | $69,356 | $246,628 | IRS |
| 990-PF | December 2023 | $29,931 | $22,612 | $278,131 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 23-7919005).
Questions about SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997
- What is the EIN of SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997?
- The employer identification number (EIN) of SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997 is 23-7919005.
- Is SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997 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 SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997 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 SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $37,687, expenses of $69,356 and total assets of $246,628 at year end.
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