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Nonprofiteer
← THE JAMES FAMILY CHARITABLE TRUST

Form 990 for tax year 2024

Filed by THE JAMES FAMILY CHARITABLE TRUST.

Totals

Total revenue
$69,568,941
Total expenses
$11,669,169
Contributions and grants received
$55,332,701
Grants paid
$10,937,841
Program service revenue
$0
Investment income
$14,236,240
Other revenue
$0
Total assets, end of year
$487,404,280
Total liabilities, end of year
$6,120,153
Net assets or fund balances, end of year
$481,284,127
Program services expenses (Part IX)
$11,319,915
Management and general expenses
$349,254
Fundraising expenses
$0
Program service expenses (Part III)
$11,319,915

Program services were 97.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $55,332,701

  • 1g · Noncash contributions included above

    $47,998,500

  • 3 · Investment income

    total $10,145,665 · unrelated business $82,609 · excluded $10,063,056

  • 7a · Gross sales of assets other than inventory

    securities $4,090,575

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $4,090,575

  • 7d · Net gain or loss

    total $4,090,575 · unrelated business $51,272 · excluded $4,039,303

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,817,841 · program services $10,817,841

  • 3 · Grants to foreign organizations and individuals

    total $120,000 · program services $120,000

  • 11b · Fees: legal

    total $1,650 · management and general $1,650

  • 11c · Fees: accounting

    total $77,243 · management and general $77,243

  • 11f · Fees: investment management

    total $332,074 · program services $332,074

  • 19 · Conferences, conventions and meetings

    total $1,505 · management and general $1,505

  • 23 · Insurance

    total $82,759 · management and general $82,759

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $200,000 · program services $50,000 · management and general $150,000

  • 24b · Other expenses: UNRELATED BUS. INC. TAX

    total $17,049 · management and general $17,049

  • 24c · Other expenses: FOREIGN TAX

    total $14,713 · management and general $14,713

  • 24d · Other expenses: BANK CHARGES

    total $4,335 · management and general $4,335

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2

  • 2 · Savings and temporary cash investments

    beginning of year $108,466,036 · end of year $161,587,598

  • 4 · Accounts receivable

    end of year $9

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,342 · end of year $13,883

  • 11 · Investments: publicly traded securities

    beginning of year $174,304,510 · end of year $154,965,055

  • 12 · Investments: other securities

    beginning of year $119,300,393 · end of year $170,837,735

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,000 · end of year $16,667

  • 18 · Grants payable

    beginning of year $10,832,255 · end of year $6,025,096

  • 25 · Other liabilities

    beginning of year $96,457 · end of year $78,390

  • 27 · Net assets without donor restrictions

    beginning of year $391,140,571 · end of year $481,284,127

Mission and programs · 2024

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.

  • THE JAMES FAMILY CHARITABLE TRUST PROVIDED GRANTS TOTALING $10,937,841 TO ORGANIZATIONS TO PROVIDE CHARITABLE SUPPORT PRIMARILY IN THE AREAS OF ARTS AND CULTURE, EDUCATION, HUMAN SERVICES, HEALTH, ENVIRONMENTAL, ANIMALS, AND PUBLIC SOCIETAL BENEFIT, ALL IN SUPPORT OF THE MISSION OF NPT, TO INCREASE PHILANTHROPY IN SOCIETY.

    Expenses $11,319,915 · Grants $10,937,841

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Eileen R Heisman

    DIRECTOR (THRU 2/26/25)

    Total calculated
    $1,063,757
    From this org
    $0
    From related orgs
    $1,035,821
    Other
    $27,936
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,731 related
    Bonus
    $0 + $400,000 related
    Other
    $0 + $326,090 related
    Deferred
    $0 + $15,223 related
    Nontaxable benefits
    $0 + $12,713 related
    Filer's total
    $0 + $1,063,757 related

  • Jay Donato

    DIRECTOR

    Total calculated
    $291,588
    From this org
    $0
    From related orgs
    $252,863
    Other
    $38,725
    Hours/week
    3 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,138 related
    Bonus
    $0 + $52,275 related
    Other
    $0 + $450 related
    Deferred
    $0 + $12,829 related
    Nontaxable benefits
    $0 + $25,896 related
    Filer's total
    $0 + $291,588 related

  • Stephen Hopkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Amabel James

    DIRECTOR, PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Christina Hack

    TREASURER

    Total calculated
    $451,762
    From this org
    $0
    From related orgs
    $411,959
    Other
    $39,803
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,369 related
    Bonus
    $0 + $67,900 related
    Other
    $0 + $23,690 related
    Deferred
    $0 + $13,949 related
    Nontaxable benefits
    $0 + $25,854 related
    Filer's total
    $0 + $451,762 related

  • Andrea C Rush

    ASST. SECRETARY

    Total calculated
    $372,050
    From this org
    $0
    From related orgs
    $320,479
    Other
    $51,571
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,389 related
    Bonus
    $0 + $100,400 related
    Other
    $0 + $690 related
    Deferred
    $0 + $19,426 related
    Nontaxable benefits
    $0 + $32,145 related
    Filer's total
    $0 + $372,050 related

  • Debra Falk

    SECRETARY

    Total calculated
    $306,252
    From this org
    $0
    From related orgs
    $262,430
    Other
    $43,822
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,070 related
    Bonus
    $0 + $60,060 related
    Other
    $0 + $300 related
    Deferred
    $0 + $11,677 related
    Nontaxable benefits
    $0 + $32,145 related
    Filer's total
    $0 + $306,252 related

  • Jeremy Schwartz

    ASST. TREASURER

    Total calculated
    $344,320
    From this org
    $0
    From related orgs
    $303,644
    Other
    $40,676
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,090 related
    Bonus
    $0 + $85,284 related
    Other
    $0 + $270 related
    Deferred
    $0 + $8,122 related
    Nontaxable benefits
    $0 + $32,554 related
    Filer's total
    $0 + $344,320 related

  • Quinn Rowan

    ASST. SECRETARY

    Total calculated
    $136,163
    From this org
    $0
    From related orgs
    $101,518
    Other
    $34,645
    Hours/week
    3 + 52 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, and on a Form 990-PF Part VIII's — 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
2024
Filed
6 May 2026
IRS schema version
2024v5.5
Source object
202601329349304485

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

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