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The James Family Charitable Trust

  • Jenkintown, PA
  • Tax-exempt since June 2015
  • EIN: 47-3856889

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$86.7M (2023)

Expenses
$12.3M (2023)

Total Assets
$326M (2023)

Total Liabilities
$13.4M (2023)

Source: Form 990 tax filings from 2015 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,677,480
Expenses
$12,326,860
Net Income
$74,350,620
Net Assets
$312,864,450
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,227,449
98.3%
Program Services $0
Investment Income $5,683,587
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,233,556
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $326,281,570
Total Liabilities $13,417,120
Net Assets $312,864,450
Compensation
Key Employees and Officers Compensation Related Other
Eileen R Heisman (Director) $0 $945,057 $45,917
Amabel James (Director, President) $0 $0 $0
Gerald Kerner (Director (Thru 12/31/22)) $0 $0 $0
Stephen Hopkins (Director (As Of 1/1/23)) $0 $0 $0
Ellen M Mcguinn (Asst. Treasurer (Thru 6/23/23)) $0 $418,204 $43,115
Andrea C Rush (Asst. Secretary) $0 $260,653 $45,017
Debra Falk (Secretary) $0 $224,600 $43,910
Andrea Katz (Asst. Treasurer (As Of 4/12/23)) $0 $135,686 $10,259
Quinn Rowan (Asst. Secretary (As Of 4/12/23)) $0 $89,071 $4,381
Jeremy Schwartz (Asst. Treasurer (As Of 4/12/23)) $0 $47,632 $10,352
Rene J Paradis (Former Treasurer (Thru 5/20/22)) $0 $308,814 $31,170
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Document Links

990
Filed on May 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,874,921
Expenses
$2,284,109
Net Income
$32,590,812
Net Assets
$225,964,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,400,000
18.4%
Program Services $0
Investment Income $4,490,846
12.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,984,075
68.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $240,895,710
Total Liabilities $14,931,028
Net Assets $225,964,682
Compensation
Key Employees and Officers Compensation Related Other
Eileen R Heisman (Director) $0 $793,923 $44,933
Amabel James (Director, President) $0 $0 $0
Gerald Kerner (Director) $0 $0 $0
Rene J Paradis (Treasurer (Thru 5/20/22)) $0 $439,807 $56,448
Ellen M Mcguinn (Asst. Treasurer) $0 $299,722 $30,717
Debra Falk (Secretary) $0 $186,287 $43,591
Andrea C Rush (Asst. Secretary) $0 $212,097 $12,454
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Document Links

990
Filed on May 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$102,954,825
Expenses
$2,400,550
Net Income
$100,554,275
Net Assets
$198,327,444
Notable Sources of Revenue Percent of Total Revenue
Contributions $92,045,123
89.4%
Program Services $0
Investment Income $2,949,885
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,959,817
7.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $226,277,031
Total Liabilities $27,949,587
Net Assets $198,327,444
Compensation
Key Employees and Officers Compensation Related Other
Eileen R Heisman (Director) $0 $724,982 $44,578
Amabel James (Director, President) $0 $0 $0
Gerald Kerner (Director) $0 $0 $0
Rene J Paradis (Treasurer) $0 $420,963 $55,962
Ellen M Mcguinn (Asst. Treasurer) $0 $266,510 $29,223
Debra Falk (Secretary) $0 $170,410 $43,472
Andrea C Rush (Asst. Secretary) $0 $197,330 $11,568
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Document Links

990
Filed on May 13, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$872,164
Expenses
$16,548,221
Net Income
-$17,420,385
Net Assets
$71,857,471
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,500,000
Program Services $0
Investment Income $2,634,576
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,006,740
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $101,614,489
Total Liabilities $29,757,018
Net Assets $71,857,471
Compensation
Key Employees and Officers Compensation Related Other
Eileen R Heisman (Director) $0 $733,045 $40,520
Rene J Paradis (Treasurer) $0 $403,870 $49,286
Ellen M Mcguinn (Asst. Treasurer) $0 $239,769 $23,973
Andrea C Rush (Asst. Secretary) $0 $187,863 $10,195
Debra Falk (Secretary) $0 $153,643 $37,348
Amabel James (Director, President) $0 $0 $0
Gerald Kerner (Director) $0 $0 $0
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Document Links

990
Filed on May 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,143,009
Expenses
$19,832,678
Net Income
-$11,689,669
Net Assets
$89,441,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $900,000
11.1%
Program Services $0
Investment Income $4,928,246
60.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,314,763
28.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $109,888,299
Total Liabilities $20,446,521
Net Assets $89,441,778
Compensation
Key Employees and Officers Compensation Related Other
Amabel James (Director, President) $0 $0 $0
Eileen R Heisman (Director) $0 $958,501 $37,500
Gerald Kerner (Director) $0 $0 $0
Debra Falk (Secretary) $0 $156,867 $27,804
Rene J Paradis (Treasurer) $0 $367,604 $45,386
Ellen M Mcguinn (Asst. Treasurer) $0 $202,382 $20,878
Margaret A Bandera (Former Treasurer) $0 $104,255 $0
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Document Links

990
Filed on May 18, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,110,666
Expenses
$8,570,435
Net Income
$13,540,231
Net Assets
$98,102,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,493,500
42.9%
Program Services $0
Investment Income $1,819,527
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,775,348
48.7%
Net Inventory Sales $0
Other Revenue $22,291
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $103,833,237
Total Liabilities $5,730,356
Net Assets $98,102,881
Compensation
Key Employees and Officers Compensation Related Other
Amabel James (Director, President) $0 $0 $0
Eileen R Heisman (Director) $0 $685,342 $61,105
Gerald Kerner (Director) $0 $0 $0
Debra Falk (Secretary) $0 $145,823 $26,205
Rene J Paradis (Treasurer) $0 $280,671 $35,952
Margaret A Bandera (Former Treasurer) $0 $599,671 $13,626
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Document Links

990
Filed on May 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,088,280
Expenses
$1,702,732
Net Income
$15,385,548
Net Assets
$87,387,430
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,727,284
86.2%
Program Services $0
Investment Income $1,660,650
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $700,346
4.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $90,092,359
Total Liabilities $2,704,929
Net Assets $87,387,430
Compensation
Key Employees and Officers Compensation Related Other
Amabel James (Director, President) $0 $0 $0
Eileen R Heisman (Director) $0 $628,957 $58,840
Gerald Kerner (Director) $0 $0 $0
Margaret A Bandera (Treasurer (Thru 3/16/17)) $0 $416,508 $51,063
Debra Falk (Secretary) $0 $114,853 $23,704
Rene J Paradis (Treasurer (As Of 5/1/17)) $0 $19,070 $0
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Document Links

990
Filed on May 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,110,103
Expenses
$3,916,859
Net Income
$62,193,244
Net Assets
$62,161,590
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,955,222
99.8%
Program Services $0
Investment Income $203,911
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$49,019
Net Inventory Sales $0
Other Revenue -$11
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $65,143,915
Total Liabilities $2,982,325
Net Assets $62,161,590
Compensation
Key Employees and Officers Compensation Related Other
Amabel James (President) $0 $0 $0
Eileen R Heisman (Director) $0 $619,940 $54,534
Gerald Kerner (Director) $0 $0 $0
Wayne R Walker Thru 21916 (Director) $0 $0 $0
Margaret Bandera (Treasurer) $0 $308,480 $46,983
Debra Falk (Secretary) $0 $95,770 $20,732
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Document Links

990
Filed on May 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated