James F Jackson Charitable Trust

Private foundation · Grantmaker Cincinnati, OH EIN: 62-6336486

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.

Key facts about James F Jackson Charitable Trust

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.

EIN
62-6336486
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$541,385
Grants made (2023)
5
Average grant
$108,277
Median grant
$108,277
Primary geography
North Carolina (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$541K

+1629.7% YoY

Grant Count

5

-28.6% YoY

Avg Grant Size

$108K

+2321.5% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2023 grant dollars across all 5 itemized grants.

Cities

ConcordCharlotteCrossnoreChesterfieldMt CroghanHuntersvilleWest Nyack

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K7 grants2018 7 grants2019 7 grants2020 7 grants2021 7 grants2022 5 grants2023

From 2018 to 2023, annual grant giving ranged from $21K (2018) to $541K (2023). In 2023 it made 5 grants totaling $541K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2023

The Crossnore Communities for Children: $108KThe Crossnore Communities forChildren$108KBoys & Girls Club of Cabarrus County Inc: $108KBoys & Girls Club of CabarrusCounty Inc$108KCentral United Methodist Church: $108KCentral United MethodistChurch$108KWestern North Carolina Annual Conference: $108KWestern North Carolina AnnualConference$108KThe Salvation Army: $108KThe Salvation Army$108K

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

28<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 28 grants of 33 (85%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Crossnore Communities for Children Crossnore, NCAnnual Fund$108,277
Boys & Girls Club of Cabarrus County Inc Concord, NCGeneral Operating Support$108,277
Central United Methodist Church Concord, NCAnnual Fund$108,277
Western North Carolina Annual Conference Charlotte, NCAnnual Fund$108,277
The Salvation Army Charlotte, NCGeneral Support$108,277

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2018 2019 2020 2021 2022 2023
Metric202320222021
Total Assets—$464,903$495,197
Revenue$87,965$11,501$51,769
Expenses$553,029$41,729$37,201
Qualifying Distributions$543,824$33,105$27,511
Net Investment Income$80,298$3,911$41,050
Distributable Amount$17,063$27,006$29,482

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2018 (received by the IRS April 25, 2019)
  2. Added Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 7, 2022)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
  7. IRS filings on file for fiscal years 2020–2023

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

Fifth Third Bank N a — Trustee: $7KFifth Third Bank N aTrustee$7K

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.

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