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Pennsylvania · Private foundation

The Sam & Charles Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$60k
Granted FY2024(still arriving)
12
Grants FY2024
11
Organizations funded FY2023
91%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$5,000
Largest grant, FY2024
$10,000
Organizations funded a year
1 to 11
FY2019 to FY2023
States reached, FY2024
6
Total assets, FY2024
$247k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 91% of the organizations The Sam & Charles Foundation funded were first-time grantees, receiving 77% of its grant dollars.

New vs renewed · share of each year

In FY2023, 23% of grant dollars renewed an existing relationship; $17k went to new ones.

50%100%’20’21’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’23
InternationalArts & CultureEducationHuman ServicesAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving12$60k42%
FY202311$22k91%
FY20213$2k100%
FY20201$16k0%
FY201911$18kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Arts & Culture$56kInternational$13kHealth$13kEducation$11kPublic Safety & Disaster$9kCivil Rights$7kPublic Benefit$3kEnvironment$3kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

MN
MI
NY
PA
CA
AZ
NC
DC
GA
FL

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 22 grantees

What it could do for these grantees

Plus 7 recipients with no EIN on record ($19k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Sam & Charles Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Wilma Theater: $36,000 over 4y, 0.5% of budgetBearded Ladies Cabaret: $12,000 over 2y, 0.5% of budgetMedecins Sans Frontieres USA Inc: $9,000 over 2y, 0.0% of budgetWorld Central Kitchen Inc: $9,000 over 2y, 0.0% of budgetBalletx: $6,000 over 2y, 0.0% of budgetUc Santa Barbara Foundation: $5,000 over 1y, 0.0% of budgetDrugs for Neglected Diseases Initiative North America Inc: $5,000 over 1y, 0.1% of budgetInternational House Philadelphia Inc: $5,000 over 1y, 0.1% of budgetSierra Club: $2,000 over 1y, 0.0% of budgetUniversity of Minnesota Foundation: $1,000 over 1y, 0.0% of budgetWhyy Inc: $1,000 over 1y, 0.0% of budgetShare Our Strength: $1,000 over 1y, 0.0% of budgetPainted Bride Art Center Inc: $1,000 over 1y, 0.2% of budgetThe Carter Center Inc: $1,000 over 1y, 0.0% of budgetUniversity of California San Francisco Foundation: $1,000 over 1y, 0.0% of budgetUnited States Fund for Unicef: $740 over 1y, 0.0% of budgetBill Hillary & Chelsea Clinton Foundation: $500 over 1y, 0.0% of budgetEmployment Source Inc: $500 over 1y, 0.0% of budgetCenter for Biological Diversity Inc: $500 over 1y, 0.0% of budgetPhiladelphia Orchestra Association: $100 over 1y, 0.0% of budgetSociety Hill Civic Association: $50 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 21.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Lida FoundationPA13.6× affinity4 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Lida Foundation · Wyncote Foundation · Independence Foundation · The Barra Foundation Inc · The Philadelphia Cultural Fund Inc · The Pew Charitable Trusts · The William Penn Foundation · The Philadelphia Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Sam & Charles Foundation with peer funders

About The Sam & Charles Foundation

How much does The Sam & Charles Foundation give?
The Sam & Charles Foundation reported 12 grants totaling $60,300 in its FY2024 IRS filing. It funded between 1 and 11 organizations a year over FY2019 to FY2023.
What does The Sam & Charles Foundation fund?
By grant dollars over FY2019 to FY2024, its largest causes are Arts & Culture (47%), International (11%), Health (11%).
Who are The Sam & Charles Foundation's largest grantees?
By total granted over FY2019 to FY2024: The Wilma Theater ($36k), Bearded Ladies Cabaret ($12k), Medecins Sans Frontieres USA Inc ($9k).
Does The Sam & Charles Foundation fund new organizations?
In FY2023, 91% of the organizations it funded were first-time grantees.
Does The Sam & Charles Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as The Sam & Charles Foundation?
Its strongest co-funders, measured against what their size predicts, include The Lida Foundation, Wyncote Foundation, Independence Foundation.
Where is The Sam & Charles Foundation based?
The Sam & Charles Foundation is based in PA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 29 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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