Ruth K James Trust Under Will Dated 81783

Foundation · Grantmaker Souderton, PA EIN: 23-6829196

Ruth K James Trust Under Will Dated 81783 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Souderton, PA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 2 grants totaling $66K. Net investment income was $76K.

Key facts about Ruth K James Trust Under Will Dated 81783

EIN: 23-6829196
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $66,250
Grants made (2024): 2
Average grant: $33,125
Median grant: $33,125
Total assets: $1,103,645
Primary geography: Pennsylvania (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How Ruth K James Trust Under Will Dated 81783 gives

Giving held roughly steady from 2021 to 2024 (+4%). Method
In 2024 it paid out 103% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Ruth K James Trust Under Will Dated 81783

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+0.4% YoY

Annual Giving

$66K

-2.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$33K

-2.4% YoY

Under IRS private-foundation payout rules, Ruth K James Trust Under Will Dated 81783 reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.

About Ruth K James Trust Under Will Dated 81783

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $66K (100%)

Share of all 2 itemized 2024 grant dollars.

States

Pennsylvania

Cities

Sellersville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,103,645	$1,099,697	$1,139,277
Revenue	$75,766	$37,011	$117,874
Expenses	$83,893	$88,634	$89,638
Qualifying Distributions	$66,250	$67,848	$69,994
Net Investment Income	$75,706	$36,968	$117,863
Distributable Amount	$64,463	$60,073	$60,769

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2021–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Grand View Hospital ($33,125), West Rockhill Township ($33,125).

Recipient	Purpose	Amount
Grand View Hospital Sellersville, PA	GENERAL	$33,125
West Rockhill Township Sellersville, PA	GENERAL	$33,125

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Univest Bank	Trustee	1	$17,008

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ruth K James Trust Under Will Dated 81783?

Ruth K James Trust Under Will Dated 81783 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Souderton, PA. It holds $1.1M in total assets as of 2024.

How large is Ruth K James Trust Under Will Dated 81783?

As of 2024, Ruth K James Trust Under Will Dated 81783 holds $1.1M in total assets with $76K in annual revenue. It awarded 2 grants totaling $66K in 2024.

Where does Ruth K James Trust Under Will Dated 81783 operate?

Ruth K James Trust Under Will Dated 81783 has awarded grants in Pennsylvania.

What size grants does Ruth K James Trust Under Will Dated 81783 award?

In 2024, Ruth K James Trust Under Will Dated 81783 awarded 2 grants totaling $66K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Ruth K James Trust Under Will Dated 81783 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ruth K James Trust Under Will Dated 81783 reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ruth K James Trust Under Will Dated 81783's EIN?

Ruth K James Trust Under Will Dated 81783's EIN (Employer Identification Number) is 23-6829196. IRS Form 990 filing data is available on this page for 2021–2024.