James Jones Family Charitable Trust

HERSHEY, PA EIN: 99-3011971

James Jones Family Charitable Trust is a private foundation, based in HERSHEY, PA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 5 grants totaling $50K. Net investment income was $88K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+1.8% YoY

Annual Giving

$50K

-94.6% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$10K

-89.3% YoY

Under IRS private-foundation payout rules, James Jones Family Charitable Trust reported a distributable amount of $97K for 2024 — the minimum it must pay out in qualifying distributions.

About James Jones Family Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $731K (74%)

Maryland $231K (23%)

District of Columbia $22K (2%)

States

District of Columbia Maryland Pennsylvania

Cities

BethesdaCamp HillEnolaFrederickHarrisburgPhiladelphiaPittsburghWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$1,890,972	$1,857,012
Revenue	$100,013	$2,799,693
Expenses	$66,053	$942,681
Qualifying Distributions	$52,531	$934,574
Net Investment Income	$87,691	$49,594
Distributable Amount	$96,773	$57,338

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 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Check up ($10,000), Harrisburg Rotary ($10,000), Hospital Albert Schweitzer Haiti ($10,000).

Recipient	Purpose	Amount
COMMUNITY CHECK UP HARRISBURG, PA	GENERAL CHARITABLE USE	$10,000
HARRISBURG ROTARY CAMP HILL, PA	GENERAL CHARITABLE USE	$10,000
HOSPITAL ALBERT SCHWEITZER HAITI PITTSBURGH, PA	GENERAL CHARITABLE USE	$10,000
MARKET SQUARE PRESBYTERIAN CHURCH HARRISBURG, PA	GENERAL CHARITABLE USE	$10,000
PENNFUTURE HARRISBURG, PA	GENERAL CHARITABLE USE	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BRYN MAWR TRUST	TRUSTEE	5	$12,653

Frequently Asked Questions

How large is James Jones Family Charitable Trust?

As of 2024, James Jones Family Charitable Trust holds $1.9M in total assets with $100K in annual revenue. It awarded 5 grants totaling $50K in 2024.

Where does James Jones Family Charitable Trust operate?

James Jones Family Charitable Trust has awarded grants in District of Columbia, Maryland, Pennsylvania.

What size grants does James Jones Family Charitable Trust award?

In 2024, James Jones Family Charitable Trust awarded 5 grants totaling $50K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is James Jones Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James Jones Family Charitable Trust reported a distributable amount of $97K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James Jones Family Charitable Trust's EIN?

James Jones Family Charitable Trust's EIN (Employer Identification Number) is 99-3011971. IRS Form 990 filing data is available on this page for 2023–2024.