JAMES P BANKS FOUNDATION

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Plain text JAMES P BANKS FOUNDATION. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/james-p-banks-foundation-475582111. Retrieved 2026-11-01.

APA furp.org. (n.d.). JAMES P BANKS FOUNDATION [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 1, 2026, from https://furp.org/org/james-p-banks-foundation-475582111

MLA “JAMES P BANKS FOUNDATION.” furp.org, tax years 2015–2024, https://furp.org/org/james-p-banks-foundation-475582111. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $37.7M · expenses $513K · assets $40.9M

EIN
47-5582111
Address
128 N MAY ST FL 2, CHICAGO, IL 60607-2016
Website
www.jamesbanksfoundation.org
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 2016 (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 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Justin Terzo TREASURER2020-2024 $46,875$46,875 1
Marti Jadd (former) PUBLIC RELATIONS MAN2015-2023 $80,000$607,500 1

Officers and directors, no compensation reported

5 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Joseph A O'Brien PRESIDENT2023-2024 1 $0 reported 1
Wendy A O'Brien SECRETARY2023-2024 1 $0 reported 1
James P Banks (former) FORMER PRESIDENT2015-2023 1 $0 reported 1
Joseph O'Brien Sr (former) TREASURER2017-2022 1 $0 reported 1
Joseph O'Brein Sr (former) TREASURER2015-2016 1 $0 reported 1

People by year

2024 · 3 people listed · 1 paid, $47K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JUSTIN TERZO TREASURER10 $46,875-$0 $46,8751
JOSEPH A O'BRIEN PRESIDENT1 $0-$0 $01
WENDY A O'BRIEN SECRETARY1 $0-$0 $01
2023 · 5 people listed · 1 paid, $80K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTI JADD PUBLIC RELATIONS MAN40 $80,000-$0 $80,0001
JOSEPH A O'BRIEN PRESIDENT1 $0-$0 $01
JUSTIN TERZO TREASURER1 $0-$0 $01
WENDY A O'BRIEN SECRETARY1 $0-$0 $01
JAMES P BANKS FORMER PRESIDENT1 $0-$0 $01
2022 · 4 people listed · 1 paid, $80K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTI JADD PUBLIC RELATIONS MAN40 $80,000-$0 $80,0001
JAMES P BANKS PRESIDENT1 $0-$0 $01
JUSTIN TERZO SECRETARY1 $0-$0 $01
JOSEPH O'BRIEN SR TREASURER1 $0-$0 $01
2021 · 4 people listed · 1 paid, $80K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTI JADD PUBLIC RELATIONS MAN40 $80,000-$0 $80,0001
JAMES P BANKS PRESIDENT1 $0-$0 $01
JUSTIN TERZO SECRETARY1 $0-$0 $01
JOSEPH O'BRIEN SR TREASURER1 $0-$0 $01
2020 · 4 people listed · 1 paid, $80K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTI JADD PUBLIC RELATIONS MAN40 $80,000-$0 $80,0001
JAMES P BANKS PRESIDENT1 $0-$0 $01
JUSTIN TERZO SECRETARY1 $0-$0 $01
JOSEPH O'BRIEN SR TREASURER1 $0-$0 $01
2019 · 3 people listed · 1 paid, $75K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTI JADD SEC/PUB RELATION MGR40 $75,000-$0 $75,0001
JAMES P BANKS PRESIDENT1 $0-$0 $01
JOSEPH O'BRIEN SR TREASURER1 $0-$0 $01
2018 · 3 people listed · 1 paid, $60K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTI JADD SEC/PUB RELATION MGR40 $60,000-$0 $60,0001
JAMES P BANKS PRESIDENT1 $0-$0 $01
JOSEPH O'BRIEN SR TREASURER1 $0-$0 $01
2017 · 3 people listed · 1 paid, $60K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTI JADD SEC/PUB RELA40 $60,000-$0 $60,0001
JAMES P BANKS PRESIDENT1 $0-$0 $01
JOSEPH O'BRIEN SR TREASURER1 $0-$0 $01
2016 · 3 people listed · 1 paid, $60K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTI JADD SEC/PUB RELA40 $60,000-$0 $60,0001
JAMES P BANKS PRESIDENT1 $0-$0 $01
JOSEPH O'BREIN SR TREASURER1 $0-$0 $01
2015 · 3 people listed · 1 paid, $32K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTI JADD SEC/PUB RELA40 $32,500-$0 $32,5001
JAMES P BANKS PRESIDENT1 $0-$0 $01
JOSEPH O'BREIN SR TREASURER1 $0-$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $146K
NameLocationServicePaid
Raymond James & Associates IncSAINT PEETERSBURG, FL0$146,271

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 · 6 grants to organizations · $206K
2023 · 7 grants to organizations · $155K
2022 · 7 grants to organizations · $155K
2021 · 8 grants to organizations · $185K
2020 · 7 grants to organizations · $185K
2019 · 6 grants to organizations · $215K
2018 · 5 grants to organizations · $162K
2017 · 2 grants to organizations · $137K
2016 · 1 grant to organizations · $65K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 2 contributors · $36.6M
#ContributorTypeCity, stateTotalNoncashSource
2 ESTATE OF JAMES P BANKS Person FORT LAUDERDALE, FL $31,445,711$30,533,506 Form 990PF Sch. B, 2024 · filing
1 ESTATE OF JAMES P BANKS Person FORT LAUDERDALE, FL $5,189,438- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $303K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES P BANKS Organization or other WHEATON, IL $303,088$303,088 Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $301K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES P BANKS Organization or other N BARRINGTON, IL $300,741$300,741 Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $345K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES P BANKS Organization or other N BARRINGTON, IL $344,732$344,732 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $211K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES P BANKS Organization or other N BARRINGTON, IL $211,068$211,068 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $376K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES P BANKS Organization or other N BARRINGTON, IL $375,842$375,842 Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $327K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES P BANKS Organization or other N BARRINGTON, IL $327,200- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $300K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES P BANKS Person N BARRINGTON, IL $300,159- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $366K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES P BANKS Person N BARRINGTON, IL $366,029- Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $2.5M
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES P BANKS Person N BARRINGTON, IL $2,500,000- Form 990PF Sch. B, 2015 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$37,679,459$513,461 $40,949,325$40,949,325 $36,635,149- $46,875--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$458,737$278,069 $3,788,555$3,783,327 $303,088- $80,000--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$715,290$271,350 $3,876,936$3,876,936 $300,741- $80,000--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$999,226$296,933 $3,702,087$3,702,087 $344,732- $80,000--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$370,383$308,107 $3,322,192$3,322,192 $211,068- $80,000--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$644,359$320,197 $3,438,069$3,438,069 $375,842- $75,000--
2018 · Form 990PF period ending 2019-06-30 · view filing · original 990 ↗
$392,479$285,061 $3,336,518$3,336,518 $327,200- $60,000--
2017 · Form 990PF period ending 2018-06-30 · view filing · original 990 ↗
$868,341$225,249 $3,320,958$3,320,958 $300,159- $60,000--
2016 · Form 990PF period ending 2017-06-30 · view filing · original 990 ↗
$591,075$155,222 $2,778,528$2,778,528 $366,029- $60,000--
2015 · Form 990PF period ending 2016-06-30 · view filing · original 990 ↗
$2,521,083$39,978 $2,481,105$2,481,105 $2,500,000- $32,500--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JAMES S & PAULA H CROWN FAMILY FOUNDATIONILT22 $35,984,926$42,853,787 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
CONDUIT FOUNDATIONILT22 $27,142,847$27,610,744 V.P, SEC. & TREAS.$0 Same NTEE code T22, revenue within 2x, same state
CAERUS FOUNDATION INCILT22 $58,925,585$19,387,572 PRESIDENT and DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
TRACY FAMILY FOUNDATIONILT22 $21,765,989$13,851,954 CHAIRPERSON$27,500 Same NTEE code T22, revenue within 2x, same state
CHARLES W & PATRICIA S BIDWILL FOUNDATIONILT22 $24,109,525$1,557,491 DIRECTOR/PRESIDENT$20,000 Same NTEE code T22, revenue within 2x, same state
JOHN AND JACOLYN BUCKSBAUM FAMILYFOUNDATIONILT22 $31,291,988$2,546,528 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
ANN B AND THOMAS L FRIEDMAN FAMILY FOUNDATION LTDILT22 $51,997,651$2,579,555 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
TAWANI CHARITABLE DISTRIBUTION FUNDILT22 $21,732,117$15,919,015 EXEC DIR; COO PHILAN$93,248 Same NTEE code T22, revenue within 2x, same state
TROTT FAMILY PHILANTHROPIES INCILT22 $35,191,641$18,285,281 EXECUTIVE DIRECTOR$293,758 Same NTEE code T22, revenue within 2x, same state
JAMES S MCDONNELL FOUNDATIONMOT22 $28,179,144$40,822,593 PRESIDENT$469,995 Same NTEE code T22, revenue within 2x, similar name
JVZ FOUNDATIONNYT22 $20,109,012$3,233,402 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
PITCH FOUNDATIONCTT22 $49,095,224$3,771,363 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
JAMES F AND MARION L MILLER FOUNDATIONORT22 $37,478,142$15,789,515 EXECUTIVE DIRECTOR$261,628 Same NTEE code T22, revenue within 2x
THE JAKET FOUNDATIONMAT22 $22,515,167$19,422,583 TRUSTEE$0 Same NTEE code T22, revenue within 2x
RAIKES FOUNDATIONWAT22 $42,758,644$17,626,936 EXECUTIVE DIRECTOR$418,695 Same NTEE code T22, revenue within 2x
BELLIS FOUNDATIONMIT22 $20,415,437$32,580,953 CO TRUSTEE$0 Same NTEE code T22, revenue within 2x
GHR FOUNDATIONMNT22 $59,037,151$45,397,622 Chief Investment Off$1,273,505 Same NTEE code T22, revenue within 2x
JAMES C AND NORMA I SMITH FOUNDATIONTXT22 $20,321,982$4,532,583 EXECUTIVE DIRECTOR/DIRECTOR$100,000 Same NTEE code T22, revenue within 2x
POSES FAMILY FOUNDATIONNJT22 $56,487,556$31,804,104 TRUSTEE$0 Same NTEE code T22, revenue within 2x
1729 FOUNDATIONTXT22 $30,401,154$740,812 DIRECTOR/PRE$0 Same NTEE code T22, revenue within 2x
OCHO FOUNDATIONFLT22 $30,018,195$0 TRUSTEE$0 Same NTEE code T22, revenue within 2x
VOLO FOUNDATIONFLT22 $29,244,528$20,618,246 PROGRAM DIRECTOR$185,092 Same NTEE code T22, revenue within 2x
TOSA FOUNDATIONCAT22 $52,610,043$130,852,488 DIRECTOR$30,000 Same NTEE code T22, revenue within 2x
ADDY FOUNDATIONTXT22 $66,593,113$23,756,722 DIRECTOR, PRESIDENT, TREASURER$376,190 Same NTEE code T22, revenue within 2x
ROCK FOUNDATIONFLT22 $20,827,929$2,162,322 TRUSTEE$0 Same NTEE code T22, revenue within 2x

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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
COLUMBUS FOUNDATION DAF sponsor$89,995,31123 12018–2024 HUNTINGTON FOUNDATION
ORANGE COUNTY COMMUNITY FOUNDATION DAF sponsor$74,937,50812 22014–2024 THE PIMCO FOUNDATION; SUN FAMILY FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$11,669,0003 22015–2024 THE 1440 FOUNDATION; GAVIN FOUNDATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$1,349,40012 42019–2024 GAVIN FOUNDATION INC; THE PIMCO FOUNDATION; FORE KIDS FOUNDATION INC; THE 1440 FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$838,26211 32016–2024 GAVIN FOUNDATION INC; THE PIMCO FOUNDATION; THE 1440 FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$466,72511 52017–2024 THE PIMCO FOUNDATION; THE 1440 FOUNDATION; GAVIN FOUNDATION INC; FRIENDSHIP FOUNDATION and 1 more
JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY DAF sponsor$272,0002 12017–2018 THE PIMCO FOUNDATION
GATES FOUNDATION Private foundation$250,0002 12018–2019 RAIKES FOUNDATION
ROBERT L PIERCE FOUNDATION Private foundation$200,96015 12010–2025 FORE KIDS FOUNDATION INC
EAST BAY COMMUNITY FOUNDATION DAF sponsor$135,8622 12022–2024 THE 1440 FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$125,0002 12022–2024 GAVIN FOUNDATION INC
DAFFY CHARITABLE FUND DAF sponsor$100,0001 12024–2024 THE 1440 FOUNDATION
THE ROBERT AND MICHELLE COOKE ATCHINSON FOUNDATION Private foundation$90,0003 12022–2024 GAVIN FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$56,0003 32022–2024 FORE KIDS FOUNDATION INC; THE 1440 FOUNDATION; GAVIN FOUNDATION INC
THE SMART FAMILY FOUNDATION INC Private foundation$44,0001 12016–2016 SEEDLINGS FOUNDATION

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 990PF · $513,461 spent · pay $73,542 · grants $206,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $206,000 40.1%
Fees: other professional $146,271 28.5%
Occupancy $55,000 10.7%
Pay: officers, directors, trustees $46,875 9.1%
Other salaries and wages $26,667 5.2%
Taxes $11,321 2.2%
Fees: accounting $8,500 1.7%
Other expenses $7,971 1.6%
Fees: legal $4,856 0.9%
Total$513,461100%

View the filing

2023 · Form 990PF · $278,069 spent · pay $80,000 · grants $155,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $155,000 55.7%
Pay: officers, directors, trustees $80,000 28.8%
Fees: other professional $23,903 8.6%
Taxes $17,635 6.3%
Other expenses $895 0.3%
Fees: legal $636 0.2%
Total$278,069100%

View the filing

2022 · Form 990PF · $271,350 spent · pay $80,000 · grants $155,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $155,000 57.1%
Pay: officers, directors, trustees $80,000 29.5%
Fees: other professional $22,149 8.2%
Fees: accounting $7,300 2.7%
Taxes $6,140 2.3%
Other expenses $488 0.2%
Fees: legal $273 0.1%
Total$271,350100%

View the filing

2021 · Form 990PF · $296,933 spent · pay $80,000 · grants $185,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $185,000 62.3%
Pay: officers, directors, trustees $80,000 26.9%
Fees: other professional $23,677 8.0%
Taxes $6,129 2.1%
Fees: accounting $1,000 0.3%
Other expenses $872 0.3%
Fees: legal $255 0.1%
Total$296,933100%

View the filing

2020 · Form 990PF · $308,107 spent · pay $80,000 · grants $185,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $185,000 60.0%
Pay: officers, directors, trustees $80,000 26.0%
Fees: other professional $32,183 10.4%
Taxes $9,834 3.2%
Other expenses $586 0.2%
Fees: legal $504 0.2%
Total$308,107100%

View the filing

2019 · Form 990PF · $320,197 spent · pay $75,000 · grants $215,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $215,000 67.1%
Pay: officers, directors, trustees $75,000 23.4%
Fees: other professional $19,848 6.2%
Taxes $9,738 3.0%
Other expenses $611 0.2%
Total$320,197100%

View the filing

2018 · Form 990PF · $285,061 spent · pay $60,000 · grants $162,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $162,000 56.8%
Pay: officers, directors, trustees $60,000 21.0%
Fees: other professional $48,213 16.9%
Taxes $14,529 5.1%
Other expenses $319 0.1%
Total$285,061100%

View the filing

2017 · Form 990PF · $225,249 spent · pay $64,641 · grants $137,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $137,000 60.8%
Pay: officers, directors, trustees $60,000 26.6%
Fees: other professional $21,585 9.6%
Pension plans and employee benefits $4,641 2.1%
Other expenses $2,023 0.9%
Total$225,249100%

View the filing

2016 · Form 990PF · $155,222 spent · pay $64,592 · grants $65,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $65,000 41.9%
Pay: officers, directors, trustees $60,000 38.7%
Fees: other professional $22,154 14.3%
Pension plans and employee benefits $4,592 3.0%
Fees: accounting $3,326 2.1%
Other expenses $150 0.1%
Total$155,222100%

View the filing

2015 · Form 990PF · $39,978 spent · pay $33,468 · grants $0 · events $0
LineAs describedTotalShare
Pay: officers, directors, trustees $32,500 81.3%
Fees: other professional $5,500 13.8%
Pension plans and employee benefits $968 2.4%
Fees: accounting $619 1.5%
Fees: legal $241 0.6%
Other expenses $150 0.4%
Total$39,978100%

View the filing

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