The James Family Charitable Trust
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
59 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY NEW YORK, NY | CULTURE & ARTS | $500,000 |
| AMERICAN UNIVERSITY OF BEIRUT NEW YORK, NY | EDUCATION | $515,097 |
| BREARLEY SCHOOL NEW YORK, NY | EDUCATION | $10,000 |
| CENTRAL PARK CONSERVANCY INC NEW YORK, NY | HUMAN SERVICES | $3,220,158 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED WALLINGFORD, CT | EDUCATION | $2,662,500 |
| COLLEGIATE SCHOOL INC NEW YORK, NY | EDUCATION | $10,000 |
| FABRETTO CHILDREN'S FOUNDATION INC EVANSTON, IL | HUMAN SERVICES | $10,039 |
| GARRISON FOREST SCHOOL INC OWINGS MILLS, MD | EDUCATION | $57,633 |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY NEW YORK, NY | CULTURE & ARTS | $30,000 |
| MOUNT SINAI MEDICAL CENTER NEW YORK, NY | HEALTH | $124,031 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR | 3 | — |
| AMABEL JAMES | DIRECTOR, PRESIDENT | 3 | — |
| STEPHEN HOPKINS | DIRECTOR | 1 | — |
| ANDREA C RUSH | ASST. SECRETARY | 3 | — |
| DEBRA FALK | SECRETARY | 3 | — |
| JEREMY SCHWARTZ | ASST. TREASURER | 3 | — |
| ANDREA KATZ | ASST. TREASURER (THRU 6/25/24) | 3 | — |
| QUINN ROWAN | ASST. SECRETARY | 3 | — |
| CHRISTINA HACK | TREASURER (AS OF 11/1/23) | 3 | — |
| ELLEN M MCGUINN | FORMER 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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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