THE JAMES FAMILY CHARITABLE TRUST
Cite this
Plain text THE JAMES FAMILY CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/the-james-family-charitable-trust-473856889. Retrieved 2026-11-01.
APA furp.org. (n.d.). THE JAMES FAMILY CHARITABLE TRUST [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 1, 2026, from https://furp.org/org/the-james-family-charitable-trust-473856889
MLA “THE JAMES FAMILY CHARITABLE TRUST.” furp.org, tax years 2015–2024, https://furp.org/org/the-james-family-charitable-trust-473856889. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $69.6M · expenses $11.7M · assets $487.4M
- EIN
- 47-3856889
- Address
- 165 TOWNSHIP LINE RD STE 1200, JENKINTOWN, PA 19046-3549
- NTEE code
- T11
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- June 2015 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
- Foundation status
- Supporting organization, type i
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE MISSION OF THE JAMES FAMILY CHARITABLE TRUST IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE JAMES FAMILY CHARITABLE TRUST IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
11 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Eileen R Heisman | DIRECTOR (THRU 2/26/25) | 2015-2024 | $1,063,757 | $8,481,426 | 8 |
| Debra Falk | SECRETARY | 2015-2024 | $306,252 | $2,087,616 | 7 |
| Andrea C Rush | ASST. SECRETARY | 2019-2024 | $372,050 | $1,590,210 | 9 |
| Jeremy Schwartz | ASST. TREASURER | 2022-2024 | $344,320 | $637,788 | 6 |
| Christina Hack | TREASURER | 2023-2024 | $451,762 | $502,323 | 6 |
| Quinn Rowan | ASST. SECRETARY | 2022-2024 | $136,163 | $348,864 | 7 |
| Jay Donato | DIRECTOR | 2024 | $291,588 | $291,588 | 3 |
| Rene J Paradis (former) | FORMER TREASURER (THRU 5/20/22) | 2016-2022 | $339,984 | $2,515,003 | 8 |
| Ellen M Mcguinn (former) | FORMER TREASURER (THRU 6/23/23) | 2018-2023 | $261,549 | $1,836,042 | 7 |
| Margaret A Bandera (former) | FORMER TREASURER | 2015-2018 | $104,255 | $1,540,586 | 9 |
| Andrea Katz (former) | ASST. TREASURER (THRU 6/25/24) | 2022-2023 | $175,405 | $321,350 | 6 |
Officers and directors, no compensation reported
4 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Stephen Hopkins | DIRECTOR | 2022-2024 | 1 | $0 reported | 3 |
| Amabel James | DIRECTOR, PRESIDENT | 2015-2024 | 3 | $0 reported | 1 |
| Gerald Kerner (former) | DIRECTOR (THRU 12/31/22) | 2015-2022 | 1 | $0 reported | 4 |
| Wayne R Walker Thru 21916 (former) | DIRECTOR | 2015 | 0 | $0 reported | 1 |
People by year
2024 · 9 people listed · 7 paid, $3.0M · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR (THRU 2/26/25) | 1 | $0 | $1,035,821 | $27,936 | $1,063,757 | 8 |
| CHRISTINA HACK | TREASURER | 3 | $0 | $411,959 | $39,803 | $451,762 | 6 |
| ANDREA C RUSH | ASST. SECRETARY | 3 | $0 | $320,479 | $51,571 | $372,050 | 9 |
| JEREMY SCHWARTZ | ASST. TREASURER | 3 | $0 | $303,644 | $40,676 | $344,320 | 6 |
| DEBRA FALK | SECRETARY | 3 | $0 | $262,430 | $43,822 | $306,252 | 7 |
| JAY DONATO | DIRECTOR | 3 | $0 | $252,863 | $38,725 | $291,588 | 3 |
| QUINN ROWAN | ASST. SECRETARY | 3 | $0 | $101,518 | $34,645 | $136,163 | 7 |
| STEPHEN HOPKINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
2023 · 10 people listed · 8 paid, $2.3M · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | $0 | $895,670 | $44,325 | $939,995 | 8 |
| ANDREA C RUSH | ASST. SECRETARY | 3 | $0 | $236,557 | $44,426 | $280,983 | 9 |
| DEBRA FALK | SECRETARY | 3 | $0 | $226,487 | $39,858 | $266,345 | 7 |
| ELLEN M MCGUINN | FORMER TREASURER (THRU 6/23/23) | 0 | $0 | $237,495 | $24,054 | $261,549 | 7 |
| JEREMY SCHWARTZ | ASST. TREASURER | 3 | $0 | $193,794 | $41,690 | $235,484 | 6 |
| ANDREA KATZ | ASST. TREASURER (THRU 6/25/24) | 3 | $0 | $139,481 | $35,924 | $175,405 | 6 |
| QUINN ROWAN | ASST. SECRETARY | 3 | $0 | $86,712 | $32,537 | $119,249 | 7 |
| CHRISTINA HACK | TREASURER (AS OF 11/1/23) | 3 | $0 | $48,450 | $2,111 | $50,561 | 6 |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN HOPKINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
2022 · 11 people listed · 8 paid, $2.7M · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | $0 | $945,057 | $45,917 | $990,974 | 8 |
| ELLEN M MCGUINN | ASST. TREASURER (THRU 6/23/23) | 3 | $0 | $418,204 | $43,115 | $461,319 | 7 |
| RENE J PARADIS | FORMER TREASURER (THRU 5/20/22) | 0 | $0 | $308,814 | $31,170 | $339,984 | 8 |
| ANDREA C RUSH | ASST. SECRETARY | 3 | $0 | $260,653 | $45,017 | $305,670 | 9 |
| DEBRA FALK | SECRETARY | 3 | $0 | $224,600 | $43,910 | $268,510 | 7 |
| ANDREA KATZ | ASST. TREASURER (AS OF 4/12/23) | 3 | $0 | $135,686 | $10,259 | $145,945 | 6 |
| QUINN ROWAN | ASST. SECRETARY (AS OF 4/12/23) | 3 | $0 | $89,071 | $4,381 | $93,452 | 7 |
| JEREMY SCHWARTZ | ASST. TREASURER (AS OF 4/12/23) | 3 | $0 | $47,632 | $10,352 | $57,984 | 6 |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| GERALD KERNER | DIRECTOR (THRU 12/31/22) | 1 | $0 | $0 | $0 | $0 | 4 |
| STEPHEN HOPKINS | DIRECTOR (AS OF 1/1/23) | 1 | $0 | $0 | $0 | $0 | 3 |
2021 · 7 people listed · 5 paid, $2.1M · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | $0 | $793,923 | $44,933 | $838,856 | 8 |
| RENE J PARADIS | TREASURER (THRU 5/20/22) | 3 | $0 | $439,807 | $56,448 | $496,255 | 8 |
| ELLEN M MCGUINN | ASST. TREASURER | 3 | $0 | $299,722 | $30,717 | $330,439 | 7 |
| DEBRA FALK | SECRETARY | 3 | $0 | $186,287 | $43,591 | $229,878 | 7 |
| ANDREA C RUSH | ASST. SECRETARY | 3 | $0 | $212,097 | $12,454 | $224,551 | 9 |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| GERALD KERNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2020 · 7 people listed · 5 paid, $2.0M · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | $0 | $724,982 | $44,578 | $769,560 | 8 |
| RENE J PARADIS | TREASURER | 3 | $0 | $420,963 | $55,962 | $476,925 | 8 |
| ELLEN M MCGUINN | ASST. TREASURER | 3 | $0 | $266,510 | $29,223 | $295,733 | 7 |
| DEBRA FALK | SECRETARY | 3 | $0 | $170,410 | $43,472 | $213,882 | 7 |
| ANDREA C RUSH | ASST. SECRETARY | 3 | $0 | $197,330 | $11,568 | $208,898 | 9 |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| GERALD KERNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2019 · 7 people listed · 5 paid, $1.9M · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | $0 | $733,045 | $40,520 | $773,565 | 8 |
| RENE J PARADIS | TREASURER | 3 | $0 | $403,870 | $49,286 | $453,156 | 8 |
| ELLEN M MCGUINN | ASST. TREASURER | 3 | $0 | $239,769 | $23,973 | $263,742 | 7 |
| ANDREA C RUSH | ASST. SECRETARY | 3 | $0 | $187,863 | $10,195 | $198,058 | 9 |
| DEBRA FALK | SECRETARY | 3 | $0 | $153,643 | $37,348 | $190,991 | 7 |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| GERALD KERNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2018 · 7 people listed · 5 paid, $1.9M · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | $0 | $958,501 | $37,500 | $996,001 | 8 |
| RENE J PARADIS | TREASURER | 3 | $0 | $367,604 | $45,386 | $412,990 | 8 |
| ELLEN M MCGUINN | ASST. TREASURER | 3 | $0 | $202,382 | $20,878 | $223,260 | 7 |
| DEBRA FALK | SECRETARY | 3 | $0 | $156,867 | $27,804 | $184,671 | 7 |
| MARGARET A BANDERA | FORMER TREASURER | 0 | $0 | $104,255 | $0 | $104,255 | 9 |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| GERALD KERNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2017 · 6 people listed · 4 paid, $1.8M · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | $0 | $685,342 | $61,105 | $746,447 | 8 |
| MARGARET A BANDERA | FORMER TREASURER | 0 | $0 | $599,671 | $13,626 | $613,297 | 9 |
| RENE J PARADIS | TREASURER | 3 | $0 | $280,671 | $35,952 | $316,623 | 8 |
| DEBRA FALK | SECRETARY | 3 | $0 | $145,823 | $26,205 | $172,028 | 7 |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| GERALD KERNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2016 · 6 people listed · 4 paid, $1.3M · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | $0 | $628,957 | $58,840 | $687,797 | 8 |
| MARGARET A BANDERA | TREASURER (THRU 3/16/17) | 3 | $0 | $416,508 | $51,063 | $467,571 | 9 |
| DEBRA FALK | SECRETARY | 3 | $0 | $114,853 | $23,704 | $138,557 | 7 |
| RENE J PARADIS | TREASURER (AS OF 5/1/17) | 3 | $0 | $19,070 | $0 | $19,070 | 8 |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| GERALD KERNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2015 · 6 people listed · 3 paid, $1.1M · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | $0 | $619,940 | $54,534 | $674,474 | 8 |
| MARGARET BANDERA | TREASURER | 3 | $0 | $308,480 | $46,983 | $355,463 | 9 |
| DEBRA FALK | SECRETARY | 3 | $0 | $95,770 | $20,732 | $116,502 | 7 |
| AMABEL JAMES | PRESIDENT | 3 | $0 | $0 | $0 | $0 | 1 |
| GERALD KERNER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 4 |
| WAYNE R WALKER THRU 21916 | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
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 · 18 grants to organizations · $10.8M
Listed grants add up to $10,816,285; the return's “grants paid” expense line says $10,937,841. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 19 grants to organizations · $13.8M
2022 · 18 grants to organizations · $11.4M
2021 · 10 grants to organizations · $1.7M
Listed grants add up to $1,734,231; the return's “grants paid” expense line says $1,859,231. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 5 grants to organizations · $2.0M
2019 · 7 grants to organizations · $16.0M
2018 · 10 grants to organizations · $19.0M
2017 · 8 grants to organizations · $7.6M
2016 · 4 grants to organizations · $837K
Listed grants add up to $836,562; the return's “grants paid” expense line says $861,562. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 4 grants to organizations · $3.8M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $69,568,941 | $11,669,169 | $487,404,280 | $481,284,127 | $55,332,701 | $0 | $0 | 0 | 2 |
| 2023 · Form 990 | ||||||||
| $70,760,607 | $14,557,602 | $402,084,283 | $391,140,571 | $56,582,788 | $0 | $0 | 0 | 2 |
| 2022 · Form 990 | ||||||||
| $86,677,480 | $12,326,860 | $326,281,570 | $312,864,450 | $85,227,449 | $0 | $0 | 0 | 2 |
| 2021 · Form 990 | ||||||||
| $34,874,921 | $2,284,109 | $240,895,710 | $225,964,682 | $6,400,000 | $0 | $0 | 0 | 2 |
| 2020 · Form 990 | ||||||||
| $102,954,825 | $2,400,550 | $226,277,031 | $198,327,444 | $92,045,123 | $0 | $0 | 0 | 2 |
| 2019 · Form 990 | ||||||||
| -$872,164 | $16,548,221 | $101,614,489 | $71,857,471 | $1,500,000 | $0 | $0 | 0 | 2 |
| 2018 · Form 990 | ||||||||
| $8,143,009 | $19,832,678 | $109,888,299 | $89,441,778 | $900,000 | $0 | $0 | 0 | 3 |
| 2017 · Form 990 | ||||||||
| $22,110,666 | $8,570,435 | $103,833,237 | $98,102,881 | $9,493,500 | $0 | $0 | 0 | 2 |
| 2016 · Form 990 | ||||||||
| $17,088,280 | $1,702,732 | $90,092,359 | $87,387,430 | $14,727,284 | $0 | $0 | 0 | 2 |
| 2015 · Form 990 | ||||||||
| $66,110,103 | $3,916,859 | $65,143,915 | $62,161,590 | $65,955,222 | $0 | $0 | 0 | 2 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- NATIONAL PHILANTHROPIC TR Jenkintown, PA · 7 people in common (Andrea C Rush, Christina Hack, Debra Falk) · related organization (Schedule R)
- NPT CHARITABLE ASSET TR Conshohocken, PA · 7 people in common (Andrea C Rush, Christina Hack, Debra Falk) · related organization (Schedule R)
- SAINT AGATHA FOUNDATION Jenkintown, PA · 7 people in common (Andrea C Rush, Christina Hack, Debra Falk) · related organization (Schedule R)
- JANINE AND J TOMILSON HILL FAMILY TRUST Jenkintown, PA · 6 people in common (Andrea C Rush, Christina Hack, Debra Falk) · related organization (Schedule R)
- THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION Jenkintown, PA · 6 people in common (Andrea C Rush, Christina Hack, Debra Falk) · related organization (Schedule R)
- NPT DONOR FUND B Conshohocken, PA · 4 people in common (Andrea C Rush, Debra Falk, Eileen R Heisman) · related organization (Schedule R)
- IMAGINATION INSTITUTE Jenkintown, PA · 2 people in common (Andrea C Rush, Eileen R Heisman)
- NPT SUPPORTING ORGANIZATION Jenkintown, PA · 2 people in common (Andrea C Rush, Eileen R Heisman)
Funders of this organization
2 grantors reported grants to this organization, $116,073,304 in all, tax years 2015 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2015-2016 | 2 | $65,978,306 | 2016 | $23,084 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2022-2024 | 3 | $50,094,998 | 2024 | $9,201 | show |
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| HMTS INC | CA | T11 | $46,410,850 | $50,013,639 | PRESIDENT & CEO | $3,921,506 | Same NTEE code T11, revenue within 2x |
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| ILLUMINATIONS FOUNDATION INC | GA | T11 | $43,838,324 | $47,292,906 | DIRECTOR | $433,140 | Same NTEE code T11, revenue within 2x |
| SIR MORTIMER B DAVIS JEWISH GENERAL HOSPITAL FOUNDATION | T11 | $55,458,598 | $47,137,851 | President and CEO | $330,772 | Same NTEE code T11, revenue within 2x | |
| CORNELL MEDICAL BENEFITS TR | PA | T11 | $17,376,043 | $911,285 | TRUSTEE | $563,363 | Same NTEE code T11, revenue within 5x, same state |
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| BOKF FOUNDATION | OK | T11 | $18,892,658 | $7,491,527 | VICE PRESIDENT | $725,133 | Same NTEE code T11, revenue within 5x |
| CAMPUS FACILITIES IMPROVEMENT ASSOCIATION | CA | T11 | $28,033,597 | $27,499,672 | Treasurer | $0 | Same NTEE code T11, revenue within 5x |
| KIRKPATRICK FAMILY AFFILIATED FUND OK CITY COMMUNITY FOUNDATION INC | OK | T11 | $154,835,619 | $15,695,421 | DIR OF KIRKPATRICK FAM FUND | $231,038 | Same NTEE code T11, revenue within 5x |
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).
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 990 · $11,669,169 spent · pay $0 · grants $10,937,841 · events $1,505
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,817,841 | $10,817,841 | - | - | 92.7% | |
| Fees: investment management | $332,074 | $332,074 | - | - | 2.8% | |
| Other (as described) | ADMINISTRATIVE FEES | $200,000 | $50,000 | $150,000 | - | 1.7% |
| Grants outside the US | $120,000 | $120,000 | - | - | 1.0% | |
| Insurance | $82,759 | - | $82,759 | - | 0.7% | |
| Fees: accounting | $77,243 | - | $77,243 | - | 0.7% | |
| Other (as described) | UNRELATED BUS. INC. TAX | $17,049 | - | $17,049 | - | 0.1% |
| Other (as described) | FOREIGN TAX | $14,713 | - | $14,713 | - | 0.1% |
| Other (as described) | BANK CHARGES | $4,335 | - | $4,335 | - | 0.0% |
| Fees: legal | $1,650 | - | $1,650 | - | 0.0% | |
| Conferences, conventions and meetings | $1,505 | - | $1,505 | - | 0.0% | |
| Total | $11,669,169 | 100% |
2023 · Form 990 · $14,557,602 spent · pay $0 · grants $13,785,989 · events $829
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $13,785,989 | $13,785,989 | - | - | 94.7% | |
| Other (as described) | ADMINISTRATIVE FEES | $200,000 | $50,000 | $150,000 | - | 1.4% |
| Other (as described) | UNRELATED BUS. INC. TAX | $195,619 | - | $195,619 | - | 1.3% |
| Fees: investment management | $193,759 | $193,759 | - | - | 1.3% | |
| Fees: accounting | $89,604 | - | $89,604 | - | 0.6% | |
| Insurance | $79,922 | - | $79,922 | - | 0.5% | |
| Other (as described) | FOREIGN TAX | $10,909 | - | $10,909 | - | 0.1% |
| Fees: legal | $971 | - | $971 | - | 0.0% | |
| Conferences, conventions and meetings | $829 | - | $829 | - | 0.0% | |
| Total | $14,557,602 | 100% |
2022 · Form 990 · $12,326,860 spent · pay $0 · grants $11,435,968 · events $1,125
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $11,435,968 | $11,435,968 | - | - | 92.8% | |
| Other (as described) | UNRELATED BUS. INC. TAX | $436,132 | - | $436,132 | - | 3.5% |
| Other (as described) | ADMINISTRATIVE FEES | $200,000 | $50,000 | $150,000 | - | 1.6% |
| Fees: investment management | $94,431 | $94,431 | - | - | 0.8% | |
| Insurance | $78,063 | - | $78,063 | - | 0.6% | |
| Fees: accounting | $66,588 | - | $66,588 | - | 0.5% | |
| Other (as described) | FOREIGN TAX | $12,607 | - | $12,607 | - | 0.1% |
| Fees: legal | $1,946 | - | $1,946 | - | 0.0% | |
| Conferences, conventions and meetings | $1,125 | - | $1,125 | - | 0.0% | |
| Total | $12,326,860 | 100% |
2021 · Form 990 · $2,284,109 spent · pay $0 · grants $1,859,231 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,734,231 | $1,734,231 | - | - | 75.9% | |
| Other (as described) | ADMINISTRATIVE FEES | $200,000 | $50,000 | $150,000 | - | 8.8% |
| Grants outside the US | $125,000 | $125,000 | - | - | 5.5% | |
| Fees: investment management | $99,184 | $99,184 | - | - | 4.3% | |
| Insurance | $68,120 | - | $68,120 | - | 3.0% | |
| Fees: other services | $32,000 | $32,000 | - | - | 1.4% | |
| Fees: accounting | $18,761 | - | $18,761 | - | 0.8% | |
| Other (as described) | FOREIGN TAX | $6,403 | - | $6,403 | - | 0.3% |
| Fees: legal | $410 | - | $410 | - | 0.0% | |
| Total | $2,284,109 | 100% |
2020 · Form 990 · $2,400,550 spent · pay $0 · grants $1,997,423 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,997,423 | $1,997,423 | - | - | 83.2% | |
| Other (as described) | ADMINISTRATIVE FEES | $200,000 | $50,000 | $150,000 | - | 8.3% |
| Fees: investment management | $133,395 | $133,395 | - | - | 5.6% | |
| Insurance | $52,182 | - | $52,182 | - | 2.2% | |
| Fees: accounting | $17,055 | - | $17,055 | - | 0.7% | |
| Fees: legal | $495 | - | $495 | - | 0.0% | |
| Total | $2,400,550 | 100% |
2019 · Form 990 · $16,548,221 spent · pay $0 · grants $16,010,901 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $15,985,901 | $15,985,901 | - | - | 96.6% | |
| Fees: investment management | $283,036 | $283,036 | - | - | 1.7% | |
| Other (as described) | ADMINISTRATIVE FEES | $200,000 | $50,000 | $150,000 | - | 1.2% |
| Insurance | $38,670 | - | $38,670 | - | 0.2% | |
| Grants outside the US | $25,000 | $25,000 | - | - | 0.2% | |
| Fees: accounting | $15,304 | - | $15,304 | - | 0.1% | |
| Fees: legal | $310 | - | $310 | - | 0.0% | |
| Total | $16,548,221 | 100% |
2018 · Form 990 · $19,832,678 spent · pay $0 · grants $19,043,818 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $19,043,818 | $19,043,818 | - | - | 96.0% | |
| Fees: investment management | $539,925 | $539,925 | - | - | 2.7% | |
| Other (as described) | ADMINISTRATIVE FEES | $200,000 | $50,000 | $150,000 | - | 1.0% |
| Insurance | $29,771 | - | $29,771 | - | 0.2% | |
| Fees: accounting | $15,030 | - | $15,030 | - | 0.1% | |
| Other (as described) | FOREIGN TAX | $2,809 | - | $2,809 | - | 0.0% |
| Fees: legal | $820 | - | $820 | - | 0.0% | |
| Travel | $242 | - | $242 | - | 0.0% | |
| Other (as described) | BANK AND OTHER SERVICE | $241 | - | $241 | - | 0.0% |
| Office expenses | $22 | - | $22 | - | 0.0% | |
| Total | $19,832,678 | 100% |
2017 · Form 990 · $8,570,435 spent · pay $0 · grants $7,575,847 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,550,847 | $7,550,847 | - | - | 88.1% | |
| Fees: investment management | $678,446 | $678,446 | - | - | 7.9% | |
| Other (as described) | ADMINISTRATIVE FEES | $200,000 | $50,000 | $150,000 | - | 2.3% |
| Other (as described) | FOREIGN TAX | $70,479 | - | $70,479 | - | 0.8% |
| Insurance | $29,252 | - | $29,252 | - | 0.3% | |
| Grants outside the US | $25,000 | $25,000 | - | - | 0.3% | |
| Fees: accounting | $14,627 | - | $14,627 | - | 0.2% | |
| Fees: legal | $645 | - | $645 | - | 0.0% | |
| Travel | $637 | - | $637 | - | 0.0% | |
| Other (as described) | BANK AND OTHER SERVICE | $475 | - | $475 | - | 0.0% |
| Office expenses | $27 | - | $27 | - | 0.0% | |
| Total | $8,570,435 | 100% |
2016 · Form 990 · $1,702,732 spent · pay $0 · grants $861,562 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $836,562 | $836,562 | - | - | 49.1% | |
| Fees: investment management | $498,584 | $498,584 | - | - | 29.3% | |
| Other (as described) | ADMINISTRATIVE FEES | $200,000 | $50,000 | $150,000 | - | 11.7% |
| Other (as described) | FOREIGN TAX | $95,615 | - | $95,615 | - | 5.6% |
| Insurance | $31,034 | - | $31,034 | - | 1.8% | |
| Grants outside the US | $25,000 | $25,000 | - | - | 1.5% | |
| Fees: accounting | $13,716 | - | $13,716 | - | 0.8% | |
| Travel | $1,151 | - | $1,151 | - | 0.1% | |
| Fees: legal | $1,019 | - | $1,019 | - | 0.1% | |
| Office expenses | $51 | - | $51 | - | 0.0% | |
| Total | $1,702,732 | 100% |
2015 · Form 990 · $3,916,859 spent · pay $0 · grants $3,812,948 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,782,948 | $3,782,948 | - | - | 96.6% | |
| Other (as described) | ADMINISTRATIVE FEES | $66,667 | $66,667 | - | - | 1.7% |
| Grants outside the US | $30,000 | $30,000 | - | - | 0.8% | |
| Insurance | $12,703 | - | $12,703 | - | 0.3% | |
| Other (as described) | FOREIGN TAX | $12,433 | - | $12,433 | - | 0.3% |
| Fees: legal | $5,101 | - | $5,101 | - | 0.1% | |
| Fees: accounting | $4,042 | - | $4,042 | - | 0.1% | |
| Travel | $1,834 | - | $1,834 | - | 0.0% | |
| Fees: management | $1,088 | $1,088 | - | - | 0.0% | |
| Office expenses | $43 | - | $43 | - | 0.0% | |
| Total | $3,916,859 | 100% |
State business registration
- The James Family Charitable Trust PA, Domestic Nonprofit Corporation, Current, formed 2015-04-24
The same business name in the same state, from the state’s official registry data.
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