James F Jackson Charitable Trust
James F Jackson Charitable Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2018 through 2023. In 2023, it awarded 5 grants totaling $541K. Net investment income was $80K.
James F Jackson Charitable Trust at a glance
In short: James F Jackson Charitable Trust gave $541K across 5 grants in 2023 (avg $108K), mostly in North Carolina. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $541,385
- +1629.7% vs 2022
- Grants made (2023)
- 5
- -28.6% vs 2022
- Average grant
- $108,277
- +2321.5% vs 2022
- Median grant
- $108,277
- Primary geography
- North Carolina (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who James F Jackson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2023
The largest 2023 recipient was The Crossnore Communities for Children ($108K). Together the top 5 received $541K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 28 grants of 33 (85%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 5 itemized grants.
Cities
How James F Jackson Charitable Trust gives
- Giving grew 1958% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2018 to 2023, annual grant giving ranged from $21K (2018) to $541K (2023). In 2023 it made 5 grants totaling $541K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Crossnore Communities for Children Crossnore, NC | Annual Fund | $108,277 |
| Boys & Girls Club of Cabarrus County Inc Concord, NC | General Operating Support | $108,277 |
| Central United Methodist Church Concord, NC | Annual Fund | $108,277 |
| Western North Carolina Annual Conference Charlotte, NC | Annual Fund | $108,277 |
| The Salvation Army Charlotte, NC | General Support | $108,277 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $87,965 | $553,029 | $541,385 | 5 | $543,824 | $80,298 | $17,063 |
| 2022 | $464,903 | $11,501 | $41,729 | $31,300 | 7 | $33,105 | $3,911 | $27,006 |
| 2021 | $495,197 | $51,769 | $37,201 | $27,000 | 7 | $27,511 | $41,050 | $29,482 |
| 2020 | $480,535 | $16,175 | $37,085 | $26,300 | 7 | — | $7,761 | $25,615 |
| 2019 | $501,656 | $69,087 | $32,583 | $22,525 | 7 | — | $60,618 | $24,494 |
| 2018 | $465,155 | $40,030 | $30,624 | $21,445 | 7 | — | $31,463 | $25,314 |
Under IRS private-foundation payout rules, James F Jackson Charitable Trust reported a distributable amount of $17K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James F Jackson Charitable Trust's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2023 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$8K (2020) → $7K (2023)
Former officers (1)
- Former: Fifth Third Bank (2018–2019) — Trustee
Data from IRS Form 990 filings, 2018–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $7K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about James F Jackson Charitable Trust
How much does James F Jackson Charitable Trust give each year?
James F Jackson Charitable Trust gave $541K across 5 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $31K across 7 grants.
What is James F Jackson Charitable Trust's typical grant size?
James F Jackson Charitable Trust's median grant in 2023 was $108,277, and its average grant was $108,277, across 5 grants on its 2023 IRS Form 990-PF.
Where does James F Jackson Charitable Trust give grants?
James F Jackson Charitable Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Concord, NC (2 grants) and Charlotte, NC (2 grants).
Does James F Jackson Charitable Trust give general operating support?
Yes: 100% of James F Jackson Charitable Trust's 2023 grants with a stated purpose (5 of 5) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are James F Jackson Charitable Trust's largest grantees?
James F Jackson Charitable Trust's largest 2023 grantees include The Crossnore Communities for Children ($108,277), Boys & Girls Club of Cabarrus County Inc ($108,277) and Central United Methodist Church ($108,277), according to its 2023 IRS Form 990-PF. Together they received 60% of its itemized 2023 grant dollars.
How much is James F Jackson Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, James F Jackson Charitable Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James F Jackson Charitable Trust's EIN?
James F Jackson Charitable Trust's EIN (Employer Identification Number) is 62-6336486. IRS Form 990 filing data is available on this page for 2018–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2018 (received by the IRS April 25, 2019)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- IRS filings on file for fiscal years 2020–2023
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