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.
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.
Ready to take the next step with James F Jackson Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 5 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| 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
- 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
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.
Here's the math on researching James F Jackson Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in James F Jackson Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Ohio
A D Shackelford Tuw
Saint Louis, MO
Assets
$771K
Grants
7
Total Given
$40K
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
The Albertsons Companies Foundation
Pleasanton, CA
The Albertsons Companies Foundation funds hunger relief as its priority, along with youth and education, health and human services, veterans, and people with special needs in communities where Albertsons operates. Its 2025 grants ranged from $5,015 to $5 million, with a median of $15,750; local program awards are often smaller and vary by location. The profile describes local application opportunities and Nourishing Neighbors RFPs, but does not state whether unsolicited requests are accepted.
Assets
$79.9M
Grants
800
Total Given
$55.8M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Harry G and Mary Lore Flowe Brown
Saint Louis, MO
The foundation supports a range of charitable organizations, including colleges, churches, senior services, and children’s healthcare. Its 2025 grants were typically $40,000, ranging from $10,000 to $40,000, with most funding going to North Carolina and smaller amounts to Florida and Virginia. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$7.3M
Grants
14
Total Given
$400K
Columbus Foundation
Columbus, OH
The Columbus Foundation supports nonprofits and community initiatives in areas including arts and culture, education, youth, neighborhoods, basic needs, and capacity building, with a median 2024 grant of about $21,500. Its focus is Central Ohio, though it also funds organizations elsewhere; most grants are donor-directed and not application-based, but some programs accept applications.
Assets
$2.8B
Grants
1,747
Total Given
$242.7M
The Greater Cincinnati Foundation
Cincinnati, OH
The Greater Cincinnati Foundation supports education, affordable housing, arts and culture, community well-being, neighborhood development, and basic needs, with responsive grants focused on its eight-county Greater Cincinnati service area. Its 2024 grants had a median of $20,000, while specific opportunities range from small awards to grants of up to $450,000. It offers open RFP and LOI opportunities; the profile does not state whether it accepts unsolicited requests outside those opportunities.
Assets
$1.0B
Grants
1,408
Total Given
$184.4M
The Cleveland Foundation
Cleveland, OH
The Cleveland Foundation funds nonprofits working on community needs and long-term priorities, including education, health, arts and culture, economic development, neighborhoods, and human services in Cuyahoga, Lake, and Geauga counties. Its 2024 grants had a median of about $30,700, though amounts varied widely. Its general application is open year-round, so it accepts unsolicited requests through that process.
Assets
$3.3B
Grants
1,016
Total Given
$184.2M
The Scripps Howard Foundation
Cincinnati, OH
The Scripps Howard Foundation supports journalism education and related programs, including fellowships and investigative and open-source reporting, with 2024 grants concentrated in Maryland, Washington, D.C., Arizona, Ohio, and Colorado. Its median 2024 grant was $1,250, though awards ranged widely; the profile does not state whether the Foundation accepts unsolicited requests.
Assets
$69.4M
Grants
819
Total Given
$7.4M
Nisource Charitable Foundation
Columbus, OH
The NiSource Charitable Foundation supports nonprofits addressing safety, workforce and economic development, environmental stewardship, STEM and energy education, and basic needs in communities across Indiana, Kentucky, Maryland, Ohio, Pennsylvania, and Virginia. Its 2024 grants ranged from $60 to $2.1 million, with a median of $3,000. The filing directs applicants to contact the Foundation for application materials and deadlines; it does not state whether unsolicited requests are accepted.
Assets
$43.0M
Grants
683
Total Given
$7.5M
Dayton Foundation Depository
Dayton, OH
The Dayton Foundation supports eligible nonprofits working in arts and culture, health, education, human services and community building, including capacity building, capital projects and program expansions, primarily in Greater Dayton and nearby counties. Its 2025 itemized grants ranged from $5,020 to $1,792,990, with a median of $12,000. It accepts applications for its discretionary grant program through an online portal.
Assets
$42.3M
Grants
677
Total Given
$22.7M
The Dayton Foundation
Dayton, OH
The Dayton Foundation supports nonprofit projects in areas such as education, arts and culture, health, human services and the environment that benefit Greater Dayton. Greenlight grants range from $500 to $7,500, discretionary grants are above $7,500 and up to $75,000, and its 2025 grant median was $14,550. Organizations can apply through its grants portal; the profile does not state whether unsolicited requests are accepted.
Assets
$771.2M
Grants
589
Total Given
$32.6M
More Funders in Ohio
James F Jackson Charitable Trust down — hundreds of funders to go?