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.

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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

Among its reported 2024 grants, the largest include Vanguard Charitable Endowment Program ($5,000,000), Central Park Conservancy Inc ($3,220,158), Choate Rosemary Hall Foundation Incorporated ($2,662,500).

RecipientPurposeAmount
AMERICAN MUSEUM OF NATURAL HISTORY NEW YORK, NYCULTURE & ARTS$500,000
AMERICAN UNIVERSITY OF BEIRUT NEW YORK, NYEDUCATION$515,097
BREARLEY SCHOOL NEW YORK, NYEDUCATION$10,000
CENTRAL PARK CONSERVANCY INC NEW YORK, NYHUMAN SERVICES$3,220,158
CHOATE ROSEMARY HALL FOUNDATION INCORPORATED WALLINGFORD, CTEDUCATION$2,662,500
COLLEGIATE SCHOOL INC NEW YORK, NYEDUCATION$10,000
FABRETTO CHILDREN'S FOUNDATION INC EVANSTON, ILHUMAN SERVICES$10,039
GARRISON FOREST SCHOOL INC OWINGS MILLS, MDEDUCATION$57,633
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY NEW YORK, NYCULTURE & ARTS$30,000
MOUNT SINAI MEDICAL CENTER NEW YORK, NYHEALTH$124,031

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

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 $402.1M in total assets as of 2024.

How large is The James Family Charitable Trust?

As of 2024, The James Family Charitable Trust holds $402.1M in total assets with $70.8M in annual revenue. It awarded 19 grants totaling $13.8M in 2024.

Where does The James Family Charitable Trust operate?

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

What size grants does The James Family Charitable Trust award?

In 2024, The James Family Charitable Trust awarded 19 grants totaling $13.8M — an average of about $725K 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 2019–2024.

Explore Open Grants

Browse active grant opportunities in The James Family Charitable Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

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