Nonprofit · EIN 47-3856889
THE JAMES FAMILY CHARITABLE TRUST
Tax-exempt · JENKINTOWN, PA 19046
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $69,568,941 | $11,669,169 | $57,899,772 | $487,404,280 | $6,120,153 | $481,284,127 |
| June 30, 2024 | 990 | $70,760,607 | $14,557,602 | $56,203,005 | $402,084,283 | $10,943,712 | $391,140,571 |
| June 30, 2023 | 990 | $86,677,480 | $12,326,860 | $74,350,620 | $326,281,570 | $13,417,120 | $312,864,450 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $55,332,701
- Program service revenue
- $0
- Investment income
- $14,236,240
- Net gain from sales of assets
- $4,090,575
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,937,841
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,650
- Accounting fees
- $77,243
- Program services (functional)
- $11,319,915
- Management and general (functional)
- $349,254
Balance sheet and other
- Total assets, start of year
- $402,084,283
- Total assets, end of year
- $487,404,280
- Total liabilities, end of year
- $6,120,153
- Net assets, end of year
- $481,284,127
- Publicly traded securities
- $154,965,055
- Net assets without donor restrictions
- $481,284,127
- Gross unrelated business income
- $133,881
- Gross receipts
- $69,568,941
- Employees
- 0
- Volunteers
- 2
- Year formed
- 2015
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR (THRU 2/26/25) Trustee or director | 1 | $0 | $1,035,821 | $27,936 |
| CHRISTINA HACK | TREASURER Officer | 3 | $0 | $411,959 | $39,803 |
| ANDREA C RUSH | ASST. SECRETARY Officer | 3 | $0 | $320,479 | $51,571 |
| JEREMY SCHWARTZ | ASST. TREASURER Officer | 3 | $0 | $303,644 | $40,676 |
| DEBRA FALK | SECRETARY Officer | 3 | $0 | $262,430 | $43,822 |
| JAY DONATO | DIRECTOR Trustee or director | 3 | $0 | $252,863 | $38,725 |
| QUINN ROWAN | ASST. SECRETARY Officer | 3 | $0 | $101,518 | $34,645 |
| STEPHEN HOPKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| AMABEL JAMES | DIRECTOR, PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR Trustee or director | 3 | $0 | $895,670 | $44,325 |
| ANDREA C RUSH | ASST. SECRETARY Officer | 3 | $0 | $236,557 | $44,426 |
| DEBRA FALK | SECRETARY Officer | 3 | $0 | $226,487 | $39,858 |
| ELLEN M MCGUINN | FORMER TREASURER (THRU 6/23/23) Former | 0 | $0 | $237,495 | $24,054 |
| JEREMY SCHWARTZ | ASST. TREASURER Officer | 3 | $0 | $193,794 | $41,690 |
| ANDREA KATZ | ASST. TREASURER (THRU 6/25/24) Officer | 3 | $0 | $139,481 | $35,924 |
| QUINN ROWAN | ASST. SECRETARY Officer | 3 | $0 | $86,712 | $32,537 |
| CHRISTINA HACK | TREASURER (AS OF 11/1/23) Officer | 3 | $0 | $48,450 | $2,111 |
| AMABEL JAMES | DIRECTOR, PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| STEPHEN HOPKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EILEEN R HEISMAN | DIRECTOR Trustee or director | 3 | $0 | $945,057 | $45,917 |
| ELLEN M MCGUINN | ASST. TREASURER (THRU 6/23/23) Officer | 3 | $0 | $418,204 | $43,115 |
| RENE J PARADIS | FORMER TREASURER (THRU 5/20/22) Former | 0 | $0 | $308,814 | $31,170 |
| ANDREA C RUSH | ASST. SECRETARY Officer | 3 | $0 | $260,653 | $45,017 |
| DEBRA FALK | SECRETARY Officer | 3 | $0 | $224,600 | $43,910 |
| ANDREA KATZ | ASST. TREASURER (AS OF 4/12/23) Officer | 3 | $0 | $135,686 | $10,259 |
| QUINN ROWAN | ASST. SECRETARY (AS OF 4/12/23) Officer | 3 | $0 | $89,071 | $4,381 |
| JEREMY SCHWARTZ | ASST. TREASURER (AS OF 4/12/23) Officer | 3 | $0 | $47,632 | $10,352 |
| AMABEL JAMES | DIRECTOR, PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| GERALD KERNER | DIRECTOR (THRU 12/31/22) Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN HOPKINS | DIRECTOR (AS OF 1/1/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 165 TOWNSHIP LINE RD STE 1200, JENKINTOWN, PA 19046-3549
- In care of
- % NATIONAL PHILANTHROPIC TRUST
- Principal officer (990 for 2024)
- CHRISTINA HACK, 165 TOWNSHIP LINE ROAD 1200, JENKINTOWN, PA 19046
- Signed the 990
- CHRISTINA HACK, TREASURER
- Phone
- (215) 277-3010
- Return prepared by
- RSM US LLP
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-3856889
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $487,404,280
- Income (IRS master file)
- $69,568,941
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $69,568,941 | $11,669,169 | $487,404,280 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $70,760,607 | $14,557,602 | $402,084,283 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $86,677,480 | $12,326,860 | $326,281,570 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $34,874,921 | $2,284,109 | $240,895,710 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-3856889).
Questions about THE JAMES FAMILY CHARITABLE TRUST
- What is the EIN of THE JAMES FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of THE JAMES FAMILY CHARITABLE TRUST is 47-3856889.
- Is THE JAMES FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to THE JAMES FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does THE JAMES FAMILY CHARITABLE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE JAMES FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JAMES FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE JAMES FAMILY CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 names CHRISTINA HACK.
- Who are the officers and directors of THE JAMES FAMILY CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does THE JAMES FAMILY CHARITABLE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $69,568,941, expenses of $11,669,169 and total assets of $487,404,280 at year end.
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