THE JAMES FAMILY CHARITABLE TRUST

EIN: 473856889 501(c)(3) Philanthropy & Grantmaking

JENKINTOWN, PA

Total Revenue
$69,568,941
Total Expenses
$11,669,169
Total Assets
$487,404,280
Net Assets
$481,284,127
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
PA
Principal Officer
CHRISTINA HACK
Phone
2152773010
Tax Period
2024-07-01 to 2025-06-30

THE JAMES FAMILY CHARITABLE TRUST, founded in 2015, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $69.6M in total revenue in fiscal year 2024. The organization ran a surplus of $57.9M, a strong 83% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $55,332,701
Program Service Revenue $0
Investment Income $14,236,240
Other Revenue $0
TOTAL REVENUE $69,568,941

Expense Breakdown

Grants Paid $10,937,841
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $11,319,915
Other Expenses $731,328
TOTAL EXPENSES $11,669,169

Year-over-Year Comparison

2024 2023 Change
Revenue $69,568,941 $70,760,607 0.0%
Expenses $11,669,169 $14,557,602 -0.2%
Net Income $57,899,772 $56,203,005 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
2
Employees
N/A
Volunteers
2

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$1,610,547
Total Directors
4
$1,355,345
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EILEEN R HEISMAN DIRECTOR (THRU 2/26/25) 1.00
Director
$0 $27,936 $1,063,757
JAY DONATO DIRECTOR 3.00
Director
$0 $38,725 $291,588
STEPHEN HOPKINS DIRECTOR 1.00
Director
$0 $0 $0
AMABEL JAMES DIRECTOR, PRESIDENT 3.00
Officer Director
$0 $0 $0
CHRISTINA HACK TREASURER 3.00
Officer
$0 $39,803 $451,762
ANDREA C RUSH ASST. SECRETARY 3.00
Officer
$0 $51,571 $372,050
DEBRA FALK SECRETARY 3.00
Officer
$0 $43,822 $306,252
JEREMY SCHWARTZ ASST. TREASURER 3.00
Officer
$0 $40,676 $344,320
QUINN ROWAN ASST. SECRETARY 3.00
Officer
$0 $34,645 $136,163
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $69,568,941 $11,669,169 $487,404,280 $57,899,772
2024 No data No data No data No data
2023 $86,677,480 $12,326,860 $326,281,570 $74,350,620
2022 $34,874,921 $2,284,109 $240,895,710 $32,590,812
2021 $102,954,825 $2,400,550 $226,277,031 $100,554,275
2020 $-872,164 $16,548,221 $101,614,489 $-17,420,385
2019 $8,143,009 $19,832,678 $109,888,299 $-11,689,669
2018 $22,110,666 $8,570,435 $103,833,237 $13,540,231
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