James Arthur Rae Charitable Trust

SCOTTSDALE, AZ EIN: 86-0937247

James Arthur Rae Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.8M in total assets. In 2024, it awarded 1 grants totaling $500K. Net investment income was $495K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.8M

-0.9% YoY

Annual Giving

$500K

+5.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$500K

+5.3% YoY

Under IRS private-foundation payout rules, James Arthur Rae Charitable Trust reported a distributable amount of $560K for 2024 — the minimum it must pay out in qualifying distributions.

About James Arthur Rae Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $2.5M (100%)

States

Illinois

Cities

Hoffman EstatesSouth Barrington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$9,844,238	$9,938,426	$9,821,369
Revenue	$600,629	$784,308	$3,750,881
Expenses	$702,169	$636,247	$702,462
Qualifying Distributions	$560,144	$526,450	$500,422
Net Investment Income	$494,967	$674,511	$3,548,841
Distributable Amount	$560,436	$535,635	$470,929

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

7 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Interest Ministries ($500,000).

Recipient	Purpose	Amount
INTEREST MINISTRIES SOUTH BARRINGTON, IL	PROGRAM SUPPORT	$500,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is James Arthur Rae Charitable Trust?

James Arthur Rae Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. It holds $9.8M in total assets as of 2024.

How large is James Arthur Rae Charitable Trust?

As of 2024, James Arthur Rae Charitable Trust holds $9.8M in total assets with $601K in annual revenue. It awarded 1 grants totaling $500K in 2024.

Where does James Arthur Rae Charitable Trust operate?

James Arthur Rae Charitable Trust has awarded grants in Illinois.

What size grants does James Arthur Rae Charitable Trust award?

In 2024, James Arthur Rae Charitable Trust awarded 1 grants totaling $500K — an average of about $500K per grant, based on its IRS Form 990 filings.

How much is James Arthur Rae Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James Arthur Rae Charitable Trust reported a distributable amount of $560K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James Arthur Rae Charitable Trust's EIN?

James Arthur Rae Charitable Trust's EIN (Employer Identification Number) is 86-0937247. IRS Form 990 filing data is available on this page for 2020–2024.