Ruth K James Trust Under Will Dated 81783

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.

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 $268K (100%)

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

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 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

From 2024 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.