The Sam & Charles Foundation
The Sam & Charles Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHILADELPHIA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $247K in total assets. In 2024, it awarded 12 grants totaling $60K. Net investment income was $37K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$247K
-11.3% YoY
Annual Giving
$60K
+173.9% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$5K
+151.1% YoY
Under IRS private-foundation payout rules, The Sam & Charles Foundation reported a distributable amount of $68K for 2024 — the minimum it must pay out in qualifying distributions.
About The Sam & Charles Foundation
Based on IRS filings
The Sam & Charles Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHILADELPHIA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $247K in total assets. In 2024, it awarded 12 grants totaling $60K. Net investment income was $37K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $246,628 | $278,131 | $271,016 |
| Revenue | $37,687 | $29,931 | $33,517 |
| Expenses | $69,356 | $22,612 | $9,472 |
| Qualifying Distributions | $60,300 | $22,015 | — |
| Net Investment Income | $37,444 | $29,660 | $33,295 |
| Distributable Amount | $68,139 | $46,593 | $39,628 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bearded Ladies Cabaret ($10,000), The Wilma Theater ($10,000), Planned Parenthood ($5,300).
| Recipient | Purpose | Amount |
|---|---|---|
| AFRICAN HOPEFUL HORIZONS DELRAY BEACH, FL | GENERAL FUND | $2,000 |
| AMERICAN CIVIL LIBERTIES UNION INC NEW YORK, NY | GENERAL FUND | $5,000 |
| BALLETX PHILADELPHIA, PA | GENERAL FUND | $5,000 |
| BEARDED LADIES CABARET PHILADELPHIA, PA | GENERAL FUND | $10,000 |
| DOCTORS WITHOUT BORDERS USA INC NEW YORK, NY | GENERAL FUND | $5,000 |
| DRUGS FOR NEGLECTED DISEASES INITIATIVE NORTH AMERICA INC NEW YORK, NY | GENERAL FUND | $5,000 |
| PLANNED PARENTHOOD CAMP HILL, PA | GENERAL FUND | $5,300 |
| SIERRA CLUB OAKLAND, CA | GENERAL FUND | $2,000 |
| THE WILMA THEATER PHILADELPHIA, PA | GENERAL FUND | $10,000 |
| UC SANTA BARBARA FOUNDATION SANTA BARBARA, CA | GENERAL FUND | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALISSA U'PRICHARD | OFFICER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Sam & Charles Foundation?
The Sam & Charles Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHILADELPHIA, PA. It holds $247K in total assets as of 2024.
How large is The Sam & Charles Foundation?
As of 2024, The Sam & Charles Foundation holds $247K in total assets with $38K in annual revenue. It awarded 12 grants totaling $60K in 2024.
Where does The Sam & Charles Foundation operate?
The Sam & Charles Foundation has awarded grants in Arizona, California, District of Columbia, Florida, Michigan, Minnesota, North Carolina, New York, Pennsylvania.
What size grants does The Sam & Charles Foundation award?
In 2024, The Sam & Charles Foundation awarded 12 grants totaling $60K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The Sam & Charles Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sam & Charles Foundation reported a distributable amount of $68K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Sam & Charles Foundation's EIN?
The Sam & Charles Foundation's EIN (Employer Identification Number) is 23-7919005. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Sam & Charles Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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