The James Family Charitable Trust

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$402.1M

+23.2% YoY

Annual Giving

$13.8M

+20.5% YoY

Grant Count

19

+5.6% YoY

Avg Grant Size

$725K

+14.2% 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 2024. As of 2024, the organization holds $402.1M in total assets. In 2024, it awarded 19 grants totaling $13.8M. Net investment income was $14.2M.

Ready to take the next step with The James Family Charitable Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states
+4 more states

Cities

ARLINGTONAVONDALEBOZEMANBROOKLYNDILLONEVANSTONHARBOR SPRINGSHELENALEXINGTONLINCOLNMISSOULANEW YORKOWINGS MILLSPETOSKEYPORTLANDTOWSONTWIN BRIDGESWALLINGFORDWARWICKWELLESLEY

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28M$57M$85M$113M201920202021202220232024
Metric202420232022
Total Assets$402,084,283$326,281,570$240,895,710
Revenue$70,760,607$86,677,480$34,874,921
Expenses$14,557,602$12,326,860$2,284,109
Qualifying Distributions
Net Investment Income$14,177,819$1,450,031$28,474,921
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$14M$19M10 grants20197 grants20205 grants202110 grants202218 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

VANGUARD CHARITABLE ENDO…$5.0MCENTRAL PARK CONSERVANCY…$3.2MCHOATE ROSEMARY HALL FOU…$2.7MTHE NEW SCHOOL$750KAMERICAN UNIVERSITY OF B…$515KAMERICAN MUSEUM OF NATUR…$500KONE PLYMPTON PRESERVATIO…$350KTHE GRADUATE CENTER FOUN…$225KUNIVERSITY OF MONTANA FO…$150KMOUNT SINAI MEDICAL CENTER$124K

Grant Size Distribution

59 grants across all recorded years

18<$50K5$50–100K13$100–250K7$250–500K9$500K–1M4$1–5M3$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
EILEEN R HEISMANDIRECTOR3
AMABEL JAMESDIRECTOR, PRESIDENT3
STEPHEN HOPKINSDIRECTOR1
ANDREA C RUSHASST. SECRETARY3
DEBRA FALKSECRETARY3
JEREMY SCHWARTZASST. TREASURER3
ANDREA KATZASST. TREASURER (THRU 6/25/24)3
QUINN ROWANASST. SECRETARY3
CHRISTINA HACKTREASURER (AS OF 11/1/23)3
ELLEN M MCGUINNFORMER TREASURER (THRU 6/23/23)

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

What could you do with The James Family Charitable Trust on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities