Julius & Ray Charlestein Foundation

PLYMOUTH MEETING, PA EIN: 23-2310090

The Julius and Ray Charlestein Foundation is a corporate foundation based in Plymouth Meeting, Pennsylvania. Established in 1985, it operates as a 501(c)(3) organization with no employees, generating resources through dividends, interest, and gains from the sale of assets.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$336K

-36.8% YoY

Annual Giving

$287K

-32.4% YoY

Grant Count

17

-55.3% YoY

Avg Grant Size

$17K

+51.0% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation primarily supports programs in the following areas:

  • Jewish faith and community
  • Higher education
  • Youth initiatives
  • STEAM programs
  • Culture and community

Grantmaking

The foundation accepts applications.

Grant Range

s:**

Average Grant

amount: $11,700

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Pennsylvania, New York, and Florida.

Grant Distribution by State

8states

Cities

AmblerBala CynwydBethesdaBoca RatonBrickBryn MawrFlushingHenkintownHonesdaleJenkintownKirksvilleMelrose ParkMerion StationMonseyNew YorkNorristownNorth WalesNorwoodPamonaPenn Valley

Financial History

Multi-year comparison from IRS filings

Most Recent (2023):

  • Total assets: $336,459
  • Total revenues: $135,099
  • Total expenses: $288,814
  • Total giving: $287,200

Prior Year (2022):

  • Total assets: $532,200
  • Total giving: $407,000
  • Giving rate: 76.4% of assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$161K$322K$483K$645K2020202120222023
Metric202320222021
Total Assets$336,459$532,174$824,473
Revenue$135,099$185,729$182,705
Expenses$288,814$586,028$453,981
Qualifying Distributions$287,200$425,150
Net Investment Income$45,073$125,716$182,694
Distributable Amount$45,489$62,745$78,422

Giving Over Time

Total grant dollars and number of grants per year

$0$128K$256K$384K$512K42 grants202044 grants202138 grants202217 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

ALS ASSOCIATION$157KAMERICAN FRIENDS HEBREW …$25KGERMANTOWN JEWISH CENTER$20KTHE SCHECHTER INSTITUTES…$17KPHILADELPHIA MUSEUM OF ART$15KPHILADELPHIA ORCHESTRA$15KRABBINICAL ASSEMBLY SCHO…$10KPHILLIES CHARITIES - THE…$7KMASORTI FOUNDATION FOR C…$6KISRAEL GUIDE DOG$3K

Grant Size Distribution

141 grants across all recorded years

132<$50K5$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Ellyn Phillips – Executive Director
  • Gary Charlestein – Secretary/Treasurer

Compensation Overview

From 2023 IRS filing

ELLYN PHILLIPSEXECUTIVE DIRECTOR$35K

From 2023 filing

NameTitleHoursCompensation
ELLYN PHILLIPSEXECUTIVE DIRECTOR5$35,000
GARY CHARLESTEINSECRETARY/TREASURER

Contact Information

Address: PO Box 4500 Plymouth Meeting, PA 19462-4500

EIN: 23-2310090

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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