GrantmakersPennsylvania

The James Family Charitable Trust

Jenkintown, PA · EIN 47-3856889. Reported 52 grants totalling $28.9M to 30 organizations across tax years 2020-2023, on Form 990 Schedule I.

30organizations funded
$137,015median reported grant
$28.9Mgranted, 2020-2023
60%of grantees funded again the next year
17%of dollars to its largest recipient

Does this grantmaker accept applications?

Its tax return does not say, and we will not guess. Private foundations file Form 990-PF, which asks outright whether they fund only organizations they select themselves -- 78% say yes, and that one answer is what lets the rest of this site tell you which foundations are worth approaching. Grantmaking charities like this one file a regular Form 990 instead, and the IRS never puts the question to them. Anyone claiming to know the answer from the filing is inventing it.

Three things in the filing do bear on it:

  1. What kind of organization it is. For The James Family Charitable Trust, the IRS classifies it as a support organization for one specific institution (NTEE T11).
  2. How spread out its giving is. 30 distinct organizations, with 17% of the dollars going to the largest single recipient. That is genuinely spread out -- the mark of a funder making many independent decisions rather than underwriting one institution.
  3. How much its list changes. 60% of one year's grantees are funded again the next, across 3 year-to-year transitions. That is about the 57% median for grantmaking charities -- noticeably lower than the 67% private foundations manage. Organizations like this one rotate more of their list each year, which is where an opening for a newcomer tends to be.

How big are its grants?

The median reported grant is $137,015. Half of what it reported fell between $30,000 and $500,000; the smallest was $6,855 and the largest $5,000,000. If you are asking for materially more than the top of that range, you are asking the wrong organization.

Schedule I only reports grants over $5,000. Form 990 requires a charity to list recipients it paid more than that and lets it omit the rest, so every grant-size figure on this page describes the grants it reported, not all of them. Its real median is lower and its real recipient count is higher. This is also why these numbers cannot be compared with the private-foundation figures elsewhere on this site -- Form 990-PF has no reporting floor, so the two are different populations rather than two samples of one.
$5,000 - $10,000
2 grants
$10,000 - $25,000
9 grants
$25,000 - $50,000
5 grants
$50,000 - $100,000
5 grants
$100,000 - $250,000
11 grants
$250,000 Or More
20 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by the EIN the filer reported, not by name, so an organization that was typed differently in two years appears once rather than twice.

OrganizationLocationTotal receivedGrantsYears fundedLast
The Metropolitan Museum of ArtNew York, NY$5,000,000112022
Vanguard Charitable Endowment ProgramMalvern, PA$5,000,000112023
Choate Rosemary Hall Foundation IncorporatedWallingford, CT$4,000,000222023
Central Park Conservancy IncNew York, NY$3,220,158112023
Garrison Forest School IncOwings Mills, MD$2,403,230222023
American University of BeirutNew York, NY$2,250,000442023
Wellesley CollegeWellesley, MA$979,339222023
Mount Sinai HospitalNew York, NY$900,988332023
The New SchoolNew York, NY$750,000112023
American Museum of Natural HistoryNew York, NY$600,000222023
Pioneer Works Art FoundationBrooklyn, NY$545,214222021
The Graduate Center Foundation IncNew York, NY$375,000222023
Fabretto Childrens Foundation IncEvanston, IL$359,362222023
One Plympton Preservation Foundation IncCambridge, MA$350,000112023
Eyelliance IncNew York, NY$300,000112022
Nature ConservancyArlington, VA$300,000112021
Stroud Water Research Center IncAvondale, PA$300,000112022
Entitlements How IncLexington, KY$295,358222022
Little Traverse Conservancy IncHarbor Spgs, MI$150,000112022
University of Montana FoundationMissoula, MT$150,000112023
New York Shakespeare FestivalNew York, NY$115,000222023
Brearley SchoolNew York, NY$110,000332023
Collegiate School IncNew York, NY$110,000332023
Prep for PrepNew York, NY$100,000112022
Tinworks ArtBozeman, MT$100,000112023
Twin Bridges School and Community Foundation IncTwin Bridges, MT$56,197442023
The University of Montana Western FoundationDillon, MT$43,000222022
Gilder Lehrman Institute of American HistoryNew York, NY$30,000112023
Barrett Hospital Foundation IncDillon, MT$25,000112020
Carson Scholars Fund IncTowson, MD$25,000112021

15 of 30 (50%) received money in more than one year over the 4 years we hold. Remember the $5,000 floor: an organization funded every year at $3,000 shows up here as never funded at all.

What kind of organizations it funds

By each recipient's own IRS classification, for the 27 of 30 recipients we could match to a registered organization. These are assigned categories, not our guesses -- Schedule I reports the recipient's EIN, so this is a lookup rather than a name match.

Education
12 orgs
Arts & Culture
6 orgs
Health Care
3 orgs
Philanthropy & Grantmaking
2 orgs
Recreation & Sports
1 org
International Affairs
1 org
Science & Technology
1 org
Environment
1 org

Giving by year

Tax yearGrants reportedTotalMedian grant
20205$1,994,533$390,324
202110$1,734,231$75,000
202218$11.4M$150,000
202319$13.8M$124,031

Tax years, not calendar years, and the most recent year is usually incomplete -- Form 990 arrives about a year after the year it covers, so a low final year means late paperwork rather than a grantmaker winding down.

Where its money goes

50% of its giving went to organizations in New York. Community foundations and federated funds are usually the most geographically bounded funders there are -- being outside the footprint is normally disqualifying in a way that a weak programme fit is not.

New York
$14.4M
Pennsylvania
$5.3M
Connecticut
$4.0M
Maryland
$2.4M
Massachusetts
$1.3M
Montana
$374K
Illinois
$359K
Virginia
$300K

Down to the city

New York, NY
$13.9M
Malvern, PA
$5.0M
Wallingford, CT
$4.0M
Owings Mills, MD
$2.4M
Wellesley, MA
$979K
Brooklyn, NY
$545K

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Funders that support the same organizations

These grantmakers and private foundations gave to organizations this one also funded. Shared grantees are the strongest signal available that two funders have overlapping priorities -- and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund26 shared recipientsDonor Advised Charitable Giving Inc26 shared recipientsNational Philanthropic Trust22 shared recipientsAmerican Online Giving Foundation Inc21 shared recipientsMorgan Stanley Global Impact Funding Trust Inc20 shared recipientsVanguard Charitable Endowment Program20 shared recipients

How to approach this grantmaker

  1. Look for a published programme first. Unlike most private foundations, organizations of this kind often do run open, deadlined grant cycles with written guidelines. Its own website is the authority on that; this page is the authority on who it has actually paid.
  2. Check you are its size. The median reported grant is $137,015 -- and because grants under $5,000 need not be reported, it very likely writes smaller cheques than this page can see.
  3. Check you are in its geography. Its giving concentrates in New York.
  4. Read the recipient list for organizations like yours. If nothing on it resembles your work, that is a real answer and a cheap one to get.

Related guides

Foundations funding education in New YorkEvery funder in this group, rankedFoundations funding arts & culture in New YorkEvery funder in this group, rankedFoundations funding health care in New YorkEvery funder in this group, rankedFoundations funding education in PennsylvaniaEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from The James Family Charitable Trust's own Form 990 Schedule I filings, which the IRS publishes in bulk. We used 4 returns (tax years 2020-2023). Nothing here is scraped, inferred or estimated.

On its most recent return it told the IRS it made grants to 19 section 501(c)(3) organizations and 0 other organizations. That is the filer's own count for one year; the totals above cover every year we hold.

Address of record on the latest return: 165 Township Line Road 1200, Jenkintown, PA, 19046.

EIN 47-3856889 · See the original filings on ProPublica · How we build this

This is history, not an open call. Form 990 is published about a year after the tax year it covers. Nothing on this page is a deadline. It is a record of who this organization has actually funded, which is the best available predictor of who it will fund next.

Is something here wrong about your organization? Email hello@funderscope.com and we will correct it.