James F Jackson Charitable Trust 004555

Jackson James F Jr Ttee

Cincinnati, OH
Tax-exempt since Oct. 2005
EIN: 62-6336486

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) 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 / Corporate Foundations (NTEE)

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 Dec.
2023

Revenue

$87,965

Expenses

$553,029

Net Income

-$465,064

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,238	9.4%
Sales of Assets	$79,265	90.1%
Other Income	$462	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$543,824	98.3%
Compensation of Officers*	$6,742	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Trustee)	$6,742	$0

990-PF

Filed on April 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$11,501

Expenses

$41,729

Net Income

-$30,228

Net Assets

$464,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,310	89.6%
Sales of Assets	$1,191	10.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,105	79.3%
Compensation of Officers*	$8,041	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$464,903
Total Liabilities	$0
Net Assets	$464,903

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Trustee)	$8,041	$0

990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$51,769

Expenses

$37,201

Net Income

$14,568

Net Assets

$495,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,522	28.1%
Sales of Assets	$36,251	70.0%
Other Income	$996	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,511	74.0%
Compensation of Officers*	$8,821	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$495,197
Total Liabilities	$0
Net Assets	$495,197

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Trustee)	$8,821	$0

990-PF

Filed on May 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$16,175

Expenses

$37,085

Net Income

-$20,910

Net Assets

$480,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,900	61.2%
Sales of Assets	$6,275	38.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,903	72.5%
Compensation of Officers*	$7,552	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$480,535
Total Liabilities	$1
Net Assets	$480,534

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Trustee)	$7,552	$0

990-PF

Filed on May 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$69,087

Expenses

$32,583

Net Income

$36,504

Net Assets

$501,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$589	0.9%
Dividends	$12,047	17.4%
Sales of Assets	$56,451	81.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,037	70.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$501,656
Total Liabilities	$1
Net Assets	$501,655

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on April 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$40,030

Expenses

$30,624

Net Income

$9,406

Net Assets

$465,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$229	0.6%
Dividends	$12,842	32.1%
Sales of Assets	$26,959	67.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,957	71.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$465,155
Total Liabilities	$0
Net Assets	$465,155

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on April 25, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$16,782

Expenses

$33,884

Net Income

-$17,102

Net Assets

$455,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$133	0.8%
Dividends	$12,217	72.8%
Sales of Assets	$3,728	22.2%
Other Income	$704	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,600	75.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$455,748
Total Liabilities	$0
Net Assets	$455,748

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$20,137

Expenses

$34,672

Net Income

-$14,535

Net Assets

$472,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$13,075	64.9%
Sales of Assets	$7,056	35.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,134	72.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$472,843
Total Liabilities	$0
Net Assets	$472,843

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on May 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$67,545

Expenses

$36,288

Net Income

$31,257

Net Assets

$487,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,668	15.8%
Sales of Assets	$56,877	84.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,903	74.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$487,374
Total Liabilities	$0
Net Assets	$487,374

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on April 28, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$37,969

Expenses

$36,112

Net Income

$1,857

Net Assets

$456,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,721	28.2%
Sales of Assets	$27,248	71.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,132	75.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$456,470
Total Liabilities	$0
Net Assets	$456,470

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$48,406

Expenses

$34,000

Net Income

$14,406

Net Assets

$454,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,724	22.2%
Sales of Assets	$37,656	77.8%
Other Income	$26	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,948	76.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$454,831
Total Liabilities	$0
Net Assets	$454,831

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$20,703

Expenses

$38,451

Net Income

-$17,748

Net Assets

$440,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,440	55.3%
Sales of Assets	$9,263	44.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,317	78.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$440,425
Total Liabilities	$0
Net Assets	$440,425

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$34,632

Expenses

$32,965

Net Income

$1,667

Net Assets

$458,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$12,635	36.5%
Sales of Assets	$21,994	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,608	77.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,171
Total Liabilities	$0
Net Assets	$458,171

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.

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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

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Updated April 20, 2026

James F Jackson Charitable Trust 004555

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005