The James Family Charitable Trust
- Assets
- $226.3m
- Revenue
- $103.0m
- Investments
- $67.3m
- Employees
- 0
- Location
- Jenkintown, PA
- Founding
- 06/2015
- Data as of
- 06/2021
- EIN
- 47-3856889
Organization Overview
The James Family Charitable Trust is located in Jenkintown, PA. The organization was established in 2015. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, James Family Charitable Trust generated $103.0m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.7% each year. All expenses for the organization totaled $2.4m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, James Family Charitable Trust has awarded 41 individual grants totaling $64,337,766. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE JAMES FAMILY CHARITABLE TRUST IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES. THE JAMES FAMILY CHARITABLE TRUST IS A SUPPORTING ORGANIZATION TO NATIONAL PHILANTHROPIC TRUST (NPT), AN INDEPENDENT, NATIONALLY-RECOGNIZED, PUBLIC CHARITY WHOSE MISSION IS TO INCREASE PHILANTHROPY IN SOCIETY.
Describe the Organization's Program Activity:
THE JAMES FAMILY CHARITABLE TRUST PROVIDED GRANTS TOTALING $1,997,423 TO ORGANIZATIONS TO PROVIDE CHARITABLE SUPPORT PRIMARILY IN THE AREAS OF ARTS AND CULTURE, EDUCATION AND HEALTH, ALL IN SUPPORT OF THE MISSION OF NPT, TO INCREASE PHILANTHROPY IN SOCIETY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Amabel James Director, President | OfficerTrustee | 3 | $0 |
Rene J Paradis Treasurer | Officer | 3 | $0 |
Ellen M Mcguinn Asst. Treasurer | Officer | 3 | $0 |
Debra Falk Secretary | Officer | 3 | $0 |
Andrea C Rush Asst. Secretary | Officer | 3 | $0 |
Eileen R Heisman Director | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $92,045,123 |
| Noncash contributions included in lines 1a–1f | $88,445,000 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $92,045,123 |
| Total Program Service Revenue | $0 |
| Investment income | $2,949,885 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $7,959,817 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $102,954,825 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,997,423 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $495 |
| Fees for services: Accounting | $17,055 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $133,395 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $52,182 |
| All other expenses | $200,000 |
| Total functional expenses | $2,400,550 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $60,475,298 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $158,813 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $9,089 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $98,286,463 |
| Investments—other securities | $67,347,368 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $226,277,031 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $27,931,499 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $18,088 |
| Total liabilities | $27,949,587 |
| Net assets without donor restrictions | $198,327,444 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $226,277,031 |
Grants Awarded
Over the last fiscal year, The James Family Charitable Trust has awarded $1,994,533 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
New York, NY PURPOSE: EDUCATION | $989,140 |
New York, NY PURPOSE: HEALTH | $573,206 |
Brooklyn, NY PURPOSE: CULTURE & ARTS | $390,324 |
Dillon, MT PURPOSE: HEALTH | $25,000 |
Twin Bridges, MT PURPOSE: EDUCATION | $16,863 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that The James Family Charitable Trust has recieved totaling $6,400,000.
| Awarding Organization | Amount |
|---|---|
James Family Charitable Foundation Charlottesville, VA PURPOSE: GENERAL | $6,400,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Naval Institute Foundation Incorporated Annapolis, MD | $16,478,320 | $8,459,950 |
Baltimore City Foundation Inc Baltimore, MD | $20,625,141 | $25,532,138 |
Siemer Institute Columbus, OH | $21,924,276 | $13,963,015 |
Paula And Jerry Gottesman Family Supporting Foundation Inc Whippany, NJ | $103,919,025 | $11,534,966 |
David And Inez Myers Foundation Cleveland, OH | $231,370,323 | $1,575,245 |
Block 3 Community Urban Redevelopment Corporation Cincinnati, OH | $43,753,173 | $7,948,144 |
The Jimmy And Berta Khezrie Charitable Foundation Long Branch, NJ | $561,838 | $13,044 |
Garnet Health Urgent Care P C Middletown, NY | $2,667,409 | $6,635,976 |
The Harry Halloran Jr Charitable Trust Philadelphia, PA | $26,412,399 | $8,412,088 |
Serv Properties And Management Inc Ewing, NJ | $27,477,154 | $8,087,563 |
Sally And John Morley Family Fund Cleveland, OH | $0 | $0 |
Dayton Foundation Plus Inc Dayton, OH | $83,505,101 | $9,971,050 |