James F Jackson Charitable Trust

Foundation · Grantmaker CINCINNATI, OH EIN: 62-6336486

James F Jackson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $541K. Net investment income was $80K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$541K

+1629.7% YoY

Grant Count

-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.

About James F Jackson 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

North Carolina $619K (99%)

New York $6K (1%)

South Carolina $900 (0%)

States

North Carolina New York South Carolina

Cities

CharlotteChesterfieldConcordCrossnoreHuntersvilleMt CroghanWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2023

Grant Size Distribution

26 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include The Crossnore Communities for Children ($108,277), Boys & Girls Club of Cabarrus County Inc ($108,277), Central United Methodist Church ($108,277).

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 CHARLOTTE, NC	ANNUAL FUND	$108,277
THE SALVATION ARMY CHARLOTTE, NC	GENERAL SUPPORT	$108,277

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
FIFTH THIRD BANK N A	TRUSTEE	1	$6,742

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is James F Jackson Charitable Trust?

James F Jackson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds — in total assets as of 2023.

Where does James F Jackson Charitable Trust operate?

James F Jackson Charitable Trust has awarded grants in North Carolina, New York, South Carolina.

What size grants does James F Jackson Charitable Trust award?

In 2023, James F Jackson Charitable Trust awarded 5 grants totaling $541K — an average of about $108K per grant, based on its IRS Form 990 filings.

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 2020–2023.