The James Family Charitable Trust
165 Township Line Rd Ste 1200, Jenkintown, PA · IRS data through FY2025
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2025 | $69,568,941 | $11,669,169 | $481,284,127 |
| FY2024 | $70,760,607 | $14,557,602 | $391,140,571 |
| FY2023 | $86,677,480 | $12,326,860 | $312,864,450 |
| FY2022 | $34,874,921 | $2,284,109 | $225,964,682 |
| FY2021 | $102,954,825 | $2,400,550 | $198,327,444 |
| FY2020 | -$872,164 | $16,548,221 | $71,857,471 |
| FY2019 | $8,143,009 | $19,832,678 | $89,441,778 |
| FY2018 | $22,110,666 | $8,570,435 | $98,102,881 |
| FY2017 | $17,088,280 | $1,702,732 | $87,387,430 |
| FY2016 | $66,110,103 | $3,916,859 | $62,161,590 |
| FY2015 | $0 | $0 | $0 |
Form 990 filings
The returns filed by The James Family Charitable Trust (EIN 47-3856889), including Form 990 PDFs and e-file data by year, are available in ProPublica's Nonprofit Explorer. The figures on this page come from IRS data files built from those returns.
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $55,332,701 | 80% |
| Program service revenue | $0 | 0% |
| Other revenue | $14,236,240 | 20% |
Where the money was spent
| Category | Amount | % of expenses |
|---|---|---|
| Program services | $11,319,915 | 97% |
| Management & general | $349,254 | 3% |
| Fundraising | $0 | 0% |
What the numbers show
- Contributions & grants made up 80% of total revenue in FY2025.
- Program services accounted for 97% of functional expenses, management & general 3%, and fundraising 0%.
- 97% of functional expenses went to program services in FY2025. That is higher than 83.3% of 42 Philanthropy, Voluntarism & Grantmaking Foundations organizations in PA.
- Net assets covered about 494.9 months of expenses at the end of the reporting year. That puts it in the 96th percentile among 2818 Philanthropy, Voluntarism & Grantmaking Foundations organizations in PA.
- Total revenue was higher than 99.7% of 2871 Philanthropy, Voluntarism & Grantmaking Foundations organizations in PA.
- Total revenue rose from $0 in FY2015 to $69,568,941 in FY2025. Revenue increased in 4 and decreased in 6 of 10 year-over-year comparisons.
- Expenses exceeded revenue in 2 of 11 reported years (FY2019, FY2020).
- The highest revenue on record here is $102,954,825 in FY2021.
- Net assets grew from $0 to $481,284,127 between FY2015 and FY2025.
- Listed in the IRS Publication 78 data as eligible to receive tax-deductible contributions (supporting organization).
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
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).
IRS status
| Ruling year | 2015 |
| Subsection | 501(c)(3) |
| Classification | Public charity |
| Program area (NTEE) | T11 — Philanthropy, Voluntarism & Grantmaking Foundations (in PA) |
| Donations | Listed in the IRS Publication 78 data as eligible to receive tax-deductible contributions (supporting organization). |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded November 4, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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