The James Family Charitable Trust

Foundation · Grantmaker Jenkintown, PA EIN: 47-3856889

THE MISSION OF THE JAMES FAMILY CHARITABLE TRUST IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE JAMES FAMILY CHARITABLE TRUST IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY.

Key facts about The James Family Charitable Trust

EIN
47-3856889
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,816,285
Grants made (2025)
18
Average grant
$600,905
Median grant
$94,113
New grantees (estimate)
22% first-time grantees (4 of 18, 2025)
Total assets
$487,404,280
Primary geography
New York (80% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who The James Family Charitable Trust funds

By grant dollars, the top recipient states for The James Family Charitable Trust's 18 itemized 2025 grants were New York (80%), District of Columbia (9%) and Rhode Island (9%). The most frequent recipient cities were New York, NY (11 grants). None of its 18 grants with a stated purpose were described as general or operating support. Recurring purposes include "Education" (8 grants) and "Culture & Arts" (3 grants).

Is The James Family Charitable Trust open to new grantees?

22%

first-time grantees, 2025

In 2025, 4 of 18 grantees (22%) were first-time recipients. First grants averaged $486K; repeat grants $634K. How we count

Medians: $435K first-time, $36K repeat.

  • 67% of 2025 grantees were also funded in 2024. Method
  • Giving grew 524% from 2022 to 2025. Method

Estimate from itemized IRS Form 990-PF grant lists (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with The James Family Charitable Trust

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$487.4M

+21.2% YoY

Annual Giving

$10.8M

-21.5% YoY

Grant Count

18

-5.3% YoY

Avg Grant Size

$601K

-17.2% YoY

About The James Family Charitable Trust

Based on IRS filings

The James Family Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Jenkintown, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $487.4M in total assets. In 2025, it awarded 18 grants totaling $10.8M. Net investment income was $14.2M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

14states

Share of all 18 itemized 2025 grant dollars.

Cities

New YorkTwin BridgesWellesleyBrooklynOwings MillsDillonEvanstonLexingtonWallingfordWarwickWoods HoleArlingtonAvondaleBozemanHarbor SpringsHelenaLincolnMiamiMissoulaPetoskey

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28M$57M$85M$113M2019202020212022202320242025
Metric202520242023
Total Assets$487,404,280$402,084,283$326,281,570
Revenue$69,568,941$70,760,607$86,677,480
Expenses$11,669,169$14,557,602$12,326,860
Qualifying Distributions———
Net Investment Income$14,236,240$14,177,819$1,450,031
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
  2. IRS filings on file for fiscal years 2019–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$14M$19M10 grants20197 grants20205 grants202110 grants202218 grants202319 grants202418 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Metropolitan Museum of Art: $5.0MMetropolitan Museum of Art$5.0MAmerican University of Beirut: $2.0MAmerican University of Beirut$2.0MEnvironmental Integrity Project: $1.0MEnvironmental IntegrityProject$1.0MVanguard Charitable Endowment Program: $1.0MVanguard Charitable EndowmentProgram$1.0MIcahn School of Medicine at Mount Sinai: $620KIcahn School of Medicine atMount Sinai$620KEyelliance: $300KEyelliance$300KAmericans for Oxford Inc: $250KAmericans for Oxford Inc$250KMount Sinai Medical Center: $244KMount Sinai Medical Center$244KCentral Park Conservancy Inc: $113KCentral Park Conservancy Inc$113KBonefish and Tarpon Trust: $75KBonefish and Tarpon Trust$75K

Grant Size Distribution

70 grants across all recorded years

24<$50K6$50–100K13$100–250K9$250–500K8$500K–1M7$1–5M3$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Metropolitan Museum of Art ($5,000,000), American University of Beirut ($2,050,000), Environmental Integrity Project ($1,000,000).

RecipientPurposeAmount
METROPOLITAN MUSEUM OF ART New York, NYCULTURE & ARTS$5,000,000
AMERICAN UNIVERSITY OF BEIRUT New York, NYEDUCATION$2,050,000
ENVIRONMENTAL INTEGRITY PROJECT Washington, DCENVIRONMENT, ANIMALS$1,000,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM Warwick, RIPUBLIC, SOCIETAL BENEFIT$1,000,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI New York, NYEDUCATION$620,000
EYELLIANCE New York, NYHEALTH$300,000
AMERICANS FOR OXFORD INC New York, NYEDUCATION$250,000
MOUNT SINAI MEDICAL CENTER New York, NYHEALTH$244,216
CENTRAL PARK CONSERVANCY INC New York, NYHUMAN SERVICES$113,225
BONEFISH AND TARPON TRUST Miami, FLENVIRONMENT, ANIMALS$75,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

NameTitleHoursCompensation
Eileen R HeismanDirector (Thru 2/26/25)1—
Jay DonatoDirector3—
Stephen HopkinsDirector1—
Amabel JamesDirector, President3—
Christina HackTreasurer3—
Andrea C RushAsst. Secretary3—
Debra FalkSecretary3—
Jeremy SchwartzAsst. Treasurer3—
Quinn RowanAsst. Secretary3—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The James Family Charitable Trust?

The James Family Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Jenkintown, PA. It holds $487.4M in total assets as of 2025.

How large is The James Family Charitable Trust?

As of 2025, The James Family Charitable Trust holds $487.4M in total assets with $69.6M in annual revenue. It awarded 18 grants totaling $10.8M in 2025.

Where does The James Family Charitable Trust operate?

The James Family Charitable Trust has awarded grants in Connecticut, District of Columbia, Florida, Illinois, Kentucky, Massachusetts, Maryland, Maine, Michigan, Montana, New York, Pennsylvania, Rhode Island, Virginia.

What size grants does The James Family Charitable Trust award?

In 2025, The James Family Charitable Trust awarded 18 grants totaling $10.8M — an average of about $601K per grant, based on its IRS Form 990 filings.

What is The James Family Charitable Trust's EIN?

The James Family Charitable Trust's EIN (Employer Identification Number) is 47-3856889. IRS Form 990 filing data is available on this page for 2019–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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