STRATEGY STUDIO / PUBLIC DATA EXPLORER

SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997

Cite this

Plain text SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997. Strategy Studio, nonprofit organization profile, tax years 2015–2024. https://strategystudio.org/org/237919005. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997 [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/237919005

MLA “SAM AND CHARLES FOUNDATION TR AGREEMENT 12181997.” Strategy Studio, tax years 2015–2024, https://strategystudio.org/org/237919005. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2015–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $38K · expenses $69K · assets $247K

EIN
23-7919005
Address
121 PINE ST, PHILADELPHIA, PA 19106-4311
NTEE code
T20Z
Subsection
501(c)(3)
Ruling year
1998
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Alissa U'Prichard OFFICER2015-2024 0 $0 reported 1
David U'Prichard (former) OFFICER2015-2020 0 $0 reported 1

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALISSA U'PRICHARD OFFICER0 $0-$0 $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALISSA U'PRICHARD OFFICER0 $0-$0 $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALISSA U'PRICHARD OFFICER0 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALISSA U'PRICHARD OFFICER0 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID U'PRICHARD OFFICER0 $0-$0 $01
ALISSA U'PRICHARD OFFICER0 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID U'PRICHARD OFFICER0 $0-$0 $01
ALISSA U'PRICHARD OFFICER0 $0-$0 $01
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID U'PRICHARD OFFICER0 $0-$0 $01
ALISSA U'PRICHARD OFFICER0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 12 grants to organizations · $60K
2023 · 11 grants to organizations · $22K
2021 · 3 grants to organizations · $2K
2020 · 1 grant to organizations · $16K
2019 · 11 grants to organizations · $18K
2015 · 10 grants to organizations · $72K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2015 · 1 contributor · $14K
#ContributorTypeCity, stateTotalNoncashSource
1 DAVID ALISSA U'PRICHARD Person PHILADELPHIA, PA $14,399$14,399 Form 990PF Sch. B, 2015 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$37,687$69,356 $246,628$246,628 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$29,931$22,612 $278,131$278,131 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$33,517$9,472 $271,016$271,016 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$110,370$2,485 $247,097$247,097 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$14,244$19,118 $139,540$139,540 $2,765- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$18,347$23,129 $144,414$144,414 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$67,858$81,986 $185,373$185,373 $14,399- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DANIEL AND LUDMILA SAHAKIAN FOUNDATIONPAT20 $39,207$69,728 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DAVID AND EMILY ADLER FOUNDATIONPAT20 $37,461$31,701 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
BRIND FOUNDATIONPAT20 $35,428$152,438 MANAGING TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
CALKINS FOUNDATIONPAT20 $37,261$37,071 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
HARMELIN FAMILY TRUST FOUNDATIONPAT20 $37,774$19,214 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
KENT FAMILY FOUNDATION 34-A106-00PAT20 $35,338$33,746 TRUSTEE$8,089 Same NTEE code T20, revenue within 2x, same state
KANTER FOUNDATIONPAT20 $36,965$63,897 SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
GUENTER BORG FOUNDATIONPAT20 $39,619$65,343 TRUSTEE$6,000 Same NTEE code T20, revenue within 2x, same state
ARJUN KASHMAG FOUNDATIONPAT20 $35,634$79,334 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
PATRICIA A SMIY FOUNDATION INCPAT20 $40,413$38,121 President & CEO$0 Same NTEE code T20, revenue within 2x, same state
HALFPENNY FOUNDATIONPAT20 $36,071$81,996 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FRANK CALANDRA JR FAMILY FOUNDATIONPAT20 $37,493$71,121 CO-TRUSTEE/CHAIRPERSON$0 Same NTEE code T20, revenue within 2x, same state
THE VICTORY BANK FOUNDATIONPAT20 $38,638$28,086 CHAIRMAN/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
HADLEY FAMILY FOUNDATIONPAT20 $35,947$38,140 Vice President$0 Same NTEE code T20, revenue within 2x, same state
PRAFULLA C MUKERJI FOUNDATION INCPAT20 $39,723$144,044 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LOUGHLIN FAMILY FOUNDATION INCPAT20 $37,559$71,018 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CHARLES S NASE CHARITABLE REMAINDER UNITRUSTPAT20 $35,727$41,600 TRUSTEE$9,359 Same NTEE code T20, revenue within 2x, same state
THOMAS J WEST FAMILY CHARITABLE TRPAT20 $36,682$57,702 CO-TRUSTEE$9,474 Same NTEE code T20, revenue within 2x, same state
KYLE FAMILY CHARITABLE FUND EASTER SEPAT20 $38,953$39,511 TRUSTEE$8,531 Same NTEE code T20, revenue within 2x, same state
THE CHARLOTTE@HIVELY CHARITABLE TRUSTPAT20 $37,466$35,829 TRUSTEE$9,338 Same NTEE code T20, revenue within 2x, same state
RICHARD A GRAFF TR FBO HOLY NAME OF JESUS SCHOOLPAT20 $38,277$28,877 TRUSTEE$5,361 Same NTEE code T20, revenue within 2x, same state
WHATLEY CHARITABLE TRUSTPAT20 $39,942$51,813 TRUSTEE$12,074 Same NTEE code T20, revenue within 2x, same state
C H BURGESS CHARITABLE TRUSTPAT20 $39,564$61,140 TRUSTEE$15,533 Same NTEE code T20, revenue within 2x, same state
CARROLL S GRIFFITH TRUST FBO ST MONICA CHURCHPAT20 $35,349$55,058 Trustee$7,946 Same NTEE code T20, revenue within 2x, same state
LEONA D REEDER TR UWPAT20 $38,872$17,138 TRUSTEE$2,244 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DELAWARE COMMUNITY FOUNDATION DAF sponsor$21,1332 12009–2013 CASTLE FOUNDATION TR
COMMUNITY FOUNDATION OF GREATER HUNTSVILLE DAF sponsor$5,1001 12019–2019 AUM CAPITAL GROUP CHARITABLE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $69,356 spent · pay $0 · grants $60,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $60,300 86.9%
Fees: accounting $8,334 12.0%
Taxes $593 0.9%
Other expenses $67 0.1%
Fees: other professional $62 0.1%
Total$69,356100%

View the filing

2023 · Form 990PF · $22,612 spent · pay $0 · grants $22,015 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $22,015 97.4%
Other expenses $402 1.8%
Taxes $138 0.6%
Fees: other professional $57 0.3%
Total$22,612100%

View the filing

2022 · Form 990PF · $9,472 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $6,343 67.0%
Taxes $3,076 32.5%
Fees: other professional $53 0.6%
Total$9,472100%

View the filing

2021 · Form 990PF · $2,485 spent · pay $0 · grants $2,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,200 88.5%
Taxes $173 7.0%
Fees: other professional $112 4.5%
Total$2,485100%

View the filing

2020 · Form 990PF · $19,118 spent · pay $0 · grants $16,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $16,000 83.7%
Fees: accounting $2,750 14.4%
Taxes $175 0.9%
Other expenses $100 0.5%
Fees: other professional $93 0.5%
Total$19,118100%

View the filing

2019 · Form 990PF · $23,129 spent · pay $0 · grants $18,335 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $18,335 79.3%
Fees: accounting $2,650 11.5%
Other expenses $1,874 8.1%
Taxes $169 0.7%
Fees: other professional $101 0.4%
Total$23,129100%

View the filing

2015 · Form 990PF · $81,986 spent · pay $0 · grants $71,954 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $71,954 87.8%
Fees: accounting $5,125 6.3%
Other expenses $4,673 5.7%
Taxes $234 0.3%
Total$81,986100%

View the filing