Charles & Mary James Home for Aged is a private foundation focused on Housing & Shelter, based in BRIDGEPORT, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 26 grants totaling $182K. Net investment income was $96K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
-3.2% YoY
Annual Giving
$182K
+0.6% YoY
Grant Count
26
+4.0% YoY
Avg Grant Size
$7K
-3.3% YoY
Under IRS private-foundation payout rules, Charles & Mary James Home for Aged reported a distributable amount of $162K for 2024 — the minimum it must pay out in qualifying distributions.
About Charles & Mary James Home for Aged
Based on IRS filings
Charles & Mary James Home for Aged is a private foundation focused on Housing & Shelter, based in BRIDGEPORT, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 26 grants totaling $182K. Net investment income was $96K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,851,143 | $2,946,331 | $3,060,865 |
| Revenue | $135,722 | $108,116 | $65,577 |
| Expenses | $230,910 | $222,650 | $232,496 |
| Qualifying Distributions | $182,000 | $181,000 | $182,000 |
| Net Investment Income | $96,020 | $72,315 | $36,562 |
| Distributable Amount | $162,449 | $155,767 | $160,484 |
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
129 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Alexandra Pappas ($7,000), Bessie Papadopoulos ($7,000), Betty Athanas ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALEXANDRA PAPPAS STRATFORD, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
| BESSIE PAPADOPOULOS TRUMBULL, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
| BETTY ATHANAS BRIDGEPORT, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
| DEBRA BROADUS BRIDGEPORT, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
| DOLORES NAUCHY FAIRFIELD, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
| EFFIE VALAKAS MONROE, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
| ELAINE GEORGE NORWALK, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
| EVAGELINE EXIS BRIDGEPORT, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
| GLYKERIA HASIOTIS MONROE, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
| HELEN POULOS STRATFORD, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $7,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES SOTER | DIRECTOR | 1 | — |
| AUDREY ATHANAS | PRESIDENT | 1 | — |
| TIFFANY VLANDIS | SECRETARY | 1 | — |
| PAULINE HALKIAS | VICE PRESIDENT | 1 | — |
| WILLIAM KOVACHI | TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles & Mary James Home for Aged?
Charles & Mary James Home for Aged is a private foundation focused on Housing & Shelter, based in BRIDGEPORT, CT. It holds $2.9M in total assets as of 2024.
How large is Charles & Mary James Home for Aged?
As of 2024, Charles & Mary James Home for Aged holds $2.9M in total assets with $136K in annual revenue. It awarded 26 grants totaling $182K in 2024.
Where does Charles & Mary James Home for Aged operate?
Charles & Mary James Home for Aged has awarded grants in Connecticut, Massachusetts, New York.
What size grants does Charles & Mary James Home for Aged award?
In 2024, Charles & Mary James Home for Aged awarded 26 grants totaling $182K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Charles & Mary James Home for Aged required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles & Mary James Home for Aged reported a distributable amount of $162K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles & Mary James Home for Aged's EIN?
Charles & Mary James Home for Aged's EIN (Employer Identification Number) is 06-6056548. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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