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Nonprofiteer
← THE JAMES FAMILY CHARITABLE TRUST

Form 990 for tax year 2023

Filed by THE JAMES FAMILY CHARITABLE TRUST.

Totals

Total revenue
$70,760,607
Total expenses
$14,557,602
Contributions and grants received
$56,582,788
Grants paid
$13,785,989
Program services expenses (Part IX)
$14,029,748
Management and general expenses
$527,854
Fundraising expenses
$0
Program service expenses (Part III)
$14,029,748

Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EILEEN R HEISMAN

    DIRECTOR

    Total calculated
    $939,995
    From this org
    $0
    From related orgs
    $895,670
    Other
    $44,325
    Hours/week
    3 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $595,575 related
    Bonus
    $0 + $225,000 related
    Other
    $0 + $75,095 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $24,525 related
    Filer's total
    $0 + $939,995 related

  • AMABEL JAMES

    DIRECTOR, PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • STEPHEN HOPKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ANDREA C RUSH

    ASST. SECRETARY

    Total calculated
    $280,983
    From this org
    $0
    From related orgs
    $236,557
    Other
    $44,426
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,782 related
    Bonus
    $0 + $40,085 related
    Other
    $0 + $690 related
    Deferred
    $0 + $14,389 related
    Nontaxable benefits
    $0 + $30,037 related
    Filer's total
    $0 + $280,983 related

  • DEBRA FALK

    SECRETARY

    Total calculated
    $266,345
    From this org
    $0
    From related orgs
    $226,487
    Other
    $39,858
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,257 related
    Bonus
    $0 + $29,930 related
    Other
    $0 + $300 related
    Deferred
    $0 + $9,821 related
    Nontaxable benefits
    $0 + $30,037 related
    Filer's total
    $0 + $266,345 related

  • JEREMY SCHWARTZ

    ASST. TREASURER

    Total calculated
    $235,484
    From this org
    $0
    From related orgs
    $193,794
    Other
    $41,690
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,815 related
    Bonus
    $0 + $7,709 related
    Other
    $0 + $270 related
    Deferred
    $0 + $9,337 related
    Nontaxable benefits
    $0 + $32,353 related
    Filer's total
    $0 + $235,484 related

  • ANDREA KATZ

    ASST. TREASURER (THRU 6/25/24)

    Total calculated
    $175,405
    From this org
    $0
    From related orgs
    $139,481
    Other
    $35,924
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $122,060 related
    Bonus
    $0 + $16,352 related
    Other
    $0 + $1,069 related
    Deferred
    $0 + $5,429 related
    Nontaxable benefits
    $0 + $30,495 related
    Filer's total
    $0 + $175,405 related

  • QUINN ROWAN

    ASST. SECRETARY

    Total calculated
    $119,249
    From this org
    $0
    From related orgs
    $86,712
    Other
    $32,537
    Hours/week
    3 + 52 related

  • CHRISTINA HACK

    TREASURER (AS OF 11/1/23)

    Total calculated
    $50,561
    From this org
    $0
    From related orgs
    $48,450
    Other
    $2,111
    Hours/week
    3 + 52 related

  • ELLEN M MCGUINN

    FORMER TREASURER (THRU 6/23/23)

    Total calculated
    $261,549
    From this org
    $0
    From related orgs
    $237,495
    Other
    $24,054
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $157,637 related
    Bonus
    $0 + $68,700 related
    Other
    $0 + $11,158 related
    Deferred
    $0 + $12,985 related
    Nontaxable benefits
    $0 + $11,069 related
    Filer's total
    $0 + $261,549 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202531339349302173

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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