The James Family Charitable Trust
96% goes to programs $0 to raise $100 Strong reserves Declining revenue
The James Family Charitable Trust is a 501(c)(3) organization based in Jenkintown, Pennsylvania, registered in 2015, with $70,760,607 in FY2023 revenue. CharityIndex grades it A, and it directs about 96% of spending to programs.
165 Township Line Rd Ste 1200, Jenkintown, PA, 19046 EIN 47-3856889 Since 2015
Revenue (FY2023)
$70.8M
▼ 18.4% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$14.6M
Net assets
$391.1M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
A+Program efficiency40% of the rating96% to programs · $0 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For The James Family Charitable Trust: 96% to programs · $0 to raise $100 earns a A+ on this criterion. See the exact thresholds →
B+Financial health25% of the rating322 mo reserves · +79% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The James Family Charitable Trust: 322 mo reserves · +79% margin earns a B+ on this criterion. See the exact thresholds →
AGovernance25% of the rating5 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For The James Family Charitable Trust: 5 of 6 checks met earns a A on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The James Family Charitable Trust: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
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.
Contact & location
- Address
- 165 Township Line Rd Ste 1200, Jenkintown, PA, 19046
- City
- Jenkintown
- State
- Pennsylvania
- Subcategory
- Support Foundations & Fundraising
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $66.1M (FY2015) to $70.8M (FY2023) across 9 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $10.9MNet assets $391.1M
Operating margin
79.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$402.1M
Total liabilities
$10.9M
Net assets
$391.1M
Salaries & benefits
$0
0% of expenses
Board members
3
2 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $70,760,607▼18.4% | $14,557,602▲18.1% | $391,140,571▲25.0% | $402,084,283▲23.2% | 990 |
| 2022 | $86,677,480▲149% | $12,326,860▲440% | $312,864,450▲38.5% | $326,281,570▲35.4% | 990 |
| 2021 | $34,874,921▼66.1% | $2,284,109▼4.9% | $225,964,682▲13.9% | $240,895,710▲6.5% | 990 |
| 2020 | $102,954,825▲11905% | $2,400,550▼85.5% | $198,327,444▲176% | $226,277,031▲123% | 990 |
| 2019 | -$872,164▼111% | $16,548,221▼16.6% | $71,857,471▼19.7% | $101,614,489▼7.5% | 990 |
| 2018 | $8,143,009▼63.2% | $19,832,678▲131% | $89,441,778▼8.8% | $109,888,299▲5.8% | 990 |
| 2017 | $22,110,666▲29.4% | $8,570,435▲403% | $98,102,881▲12.3% | $103,833,237▲15.3% | 990 |
| 2016 | $17,088,280▼74.2% | $1,702,732▼56.5% | $87,387,430▲40.6% | $90,092,359▲38.3% | 990 |
| 2015 | $66,110,103 | $3,916,859 | $62,161,590 | $65,143,915 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Amabel James | Director, President | 3 | — |
| Andrea C Rush | Asst. Secretary | 3 | — |
| Andrea Katz | Asst. Treasurer (thru 6/25/24) | 3 | — |
| Christina Hack | Treasurer (as of 11/1/23) | 3 | — |
| Debra Falk | Secretary | 3 | — |
| Eileen R Heisman | Director | 3 | — |
| Ellen M Mcguinn | Former Treasurer (thru 6/23/23) | 0 | — |
| Jeremy Schwartz | Asst. Treasurer | 3 | — |
| Quinn Rowan | Asst. Secretary | 3 | — |
| Stephen Hopkins | Director | 1 | — |
Grants received · $116.1M total
4 grants to The James Family Charitable Trust totaling $116.1M, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $9,501 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2022 | $50,076,296 |
| Donor Advised Charitable Giving | Social services/social benefits | 2016 | $23,084 |
| Donor Advised Charitable Giving | Social services/social benefits | 2015 | $65,955,222 |
Grants made · $13.8M in FY2023
19 grants totaling $13.8M in FY2023 — showing the 15 largest. All grants made by The James Family Charitable Trust →
| Recipient | Purpose | Amount |
|---|---|---|
| Vanguard Charitable Endowment Program | Public, societal benefit | $5,000,000 |
| Central Park Conservancy Inc | Human services | $3,220,158 |
| Choate Rosemary Hall Foundation Incorporated | Education | $2,662,500 |
| The New School | Education | $750,000 |
| American University of Beirut | Education | $515,097 |
| American Museum of Natural History | Culture & arts | $500,000 |
| One Plympton Preservation Foundation Inc | Culture & arts | $350,000 |
| The Graduate Center Foundation Inc | Education | $225,000 |
| University of Montana Foundation | Education | $150,000 |
| Mount Sinai Hospital | Health | $124,031 |
| Tinworks Art | Culture & arts | $100,000 |
| Garrison Forest School Inc | Education | $57,633 |
| Wellesley College | Education | $40,480 |
| Gilder Lehrman Institute of American History | Culture & arts | $30,000 |
| New York Shakespeare Festival | Culture & arts | $15,000 |
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Compare The James Family Charitable Trust
Frequently asked questions
- Is The James Family Charitable Trust a legitimate nonprofit?
- Yes. The James Family Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 47-3856889, based in Jenkintown, Pennsylvania. Donations are tax-deductible.
- What is The James Family Charitable Trust's EIN?
- The James Family Charitable Trust's Employer Identification Number (EIN) is 47-3856889.
- How much revenue does The James Family Charitable Trust report?
- The James Family Charitable Trust reported $70,760,607 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of The James Family Charitable Trust's spending goes to programs?
- The James Family Charitable Trust spends about 96% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does The James Family Charitable Trust have?
- CharityIndex grades The James Family Charitable Trust A, based on program efficiency and fundraising cost.
- How much does The James Family Charitable Trust's highest-paid employee make?
- The highest reported compensation on The James Family Charitable Trust's latest Form 990 is $0, paid to Amabel James (Director, President).
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Data for The James Family Charitable Trust (EIN 47-3856889) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.