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· Charitable trust

The James Family Charitable Trust

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).

$11M
Granted FY2025still arriving
18
Grants FY2025still arriving
8
States reached
$5.0M
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
05Through PlinthRead
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.

Health$34MEducation$22MArts & Culture$12MPhilanthropy$6.1MRecreation & Sports$3.3MScience & Tech$3.0MAnimals$1.5MPublic Benefit$395kOther$0
02FY2025 · 18 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k2 grants · $17k
  • $10k–50k6 grants · $147k
  • $50k–250k3 grants · $432k
  • $250k+7 grants · $10M
$113,225
Median grant
8
States reached
$487M
Total assets
Largest grants
RecipientAmount
METROPOLITAN MUSEUM OF ART$5,000,000
AMERICAN UNIVERSITY OF BEIRUT$2,050,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM$1,000,000
ENVIRONMENTAL INTEGRITY PROJECT$1,000,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI$620,000
EYELLIANCE$300,000
AMERICANS FOR OXFORD INC$250,000
MOUNT SINAI MEDICAL CENTER$244,216
CENTRAL PARK CONSERVANCY INC$113,225
BONEFISH AND TARPON TRUST$75,000
GARRISON FOREST SCHOOL INC$47,850
COLLEGIATE SCHOOL INC$25,000
BREARLEY SCHOOL$25,000
NEW YORK SHAKESPEARE FESTIVAL DBA THE PUBLIC THEATER$20,000
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY$15,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 85% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%WELLESLEY COLLEGE: $939k → 7%WOODS HOLE OCEANOGRAPHIC INSTITUTION: $2.9M → 8%TWIN BRIDGES SCHOOL AND COMMUNITY FOUNDATION INC: $915k → 10%STROUD WATER RESEARCH CENTER: $300k → 6%THE NEW SCHOOL: $750k → 17%PIONEER WORKS ART FOUNDATION: $390k → 20%ENVIRONMENTAL INTEGRITY PROJECT: $1.0M → 14%LITTLE TRAVERSE CONSERVANCY INC: $150k → 9%CHOATE ROSEMARY HALL FOUNDATION INCORPORATED: $2.7M → 12%VANGUARD CHARITABLE ENDOWMENT PROGRAM: $5.0M → 7%FABRETTO CHILDREN'S FOUNDATION INC: $349k → 14%THE NATURE CONSERVANCY: $300k → 7%ENTITLEMENTS HOW INC: $289k → 15%ONE PLYMPTON PRESERVATION FOUNDATION INC: $350k → 7%AMERICANS FOR OXFORD INC: $250k → 17%PIONEER WORKS ART FOUNDATION: $250k → 20%MCLAREN NORTHERN MICHIGAN FOUNDATION: $100k → 9%CHOATE ROSEMARY HALL FOUNDATION INCORPORATED: $1.3M → 12%VANGUARD CHARITABLE ENDOWMENT PROGRAM: $1.0M → 7%GARRISON FOREST SCHOOL INC: $2.3M → 11%ENTITLEMENTS HOW INC: $100k → 15%THE GRADUATE CENTER FOUNDATION INC: $225k → 17%PIONEER WORKS ART FOUNDATION: $155k → 20%CHOATE ROSEMARY HALL: $150k → 12%GARRISON FOREST SCHOOL INC: $997k → 11%THE GRADUATE CENTER FOUNDATION INC: $150k → 17%GARRISON FOREST SCHOOL: $586k → 11%EYELLIANCE: $300k → 17%TREY WHITFIELD SCHOOL: $225k → 20%CENTRAL PARK CONSERVANCY INC: $3.2M → 17%CENTRAL PARK CONSERVANCY INC: $113k → 17%METROPOLITAN MUSEUM OF ART: $5.0M → 17%METROPOLITAN MUSEUM OF ART: $5.0M → 17%THE BREARLEY SCHOOL: $490k → 17%AMERICAN UNIVERSITY OF BEIRUT: $3.5M → 17%AMERICAN UNIVERSITY OF BEIRUT: $2.0M → 17%AMERICAN UNIVERSITY OF BEIRUT: $989k → 17%AMERICAN UNIVERSITY OF BEIRUT: $738k → 17%AMERICAN UNIVERSITY OF BEIRUT: $515k → 17%AMERICAN MUSEUM OF NATURAL HISTORY: $500k → 17%MOUNT SINAI MEDICAL CENTER INC: $18.4M → 17%MOUNT SINAI MEDICAL CENTER INC: $13.8M → 17%ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI: $620k → 17%MOUNT SINAI MEDICAL CENTER INC: $573k → 17%MOUNT SINAI MEDICAL CENTER: $244k → 17%MOUNT SINAI MEDICAL CENTER: $204k → 17%MOUNT SINAI MEDICAL CENTER: $124k → 17%EYELLIANCE: $300k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

ME
MT
IL
MI
NY
MA
PA
CT
RI
KY
VA
MD
DC
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

94%of every dollar goes to organizations you’ve funded before.
$73M · 21 repeat orgs$4.3M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +17% since the first grant, against 0% for the ones you funded once.

21 repeat relationships — 13 still active in FY2025, 8 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

21
14

Total granted

$73M
$2.4M

Median revenue growth · since first grant

+17%
0%

Still filing today

100%
100%

New vs renewed · share of each year

In FY2025, 80% of grant dollars renewed an existing relationship; $1.9M went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationArts & CultureHealthEnvironmentScience & TechInternationalOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • TM
    THE MOUNT SINAI HOSPITAL
    6× · 2019–2025 · $33M · revenue +49%
  • MM
    METROPOLITAN MUSEUM OF ART
    2× · 2023–2025 · $10M · revenue +19%
  • AU
    AMERICAN UNIVERSITY OF BEIRUT
    7× · 2018–2025 · $7.9M · revenue +4%

Funded once

  • TN
    The New School
    one grant, 2024 · $750k · revenue +7%
  • OP
    One Plympton Preservation Foundation Inc
    one grant, 2024 · $350k · revenue 0% · 32% of their budget
  • SW
    STROUD WATER RESEARCH CENTER
    one grant, 2023 · $300k · revenue +18%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
2
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
3
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
4
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
5
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
6
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
7
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
8
Trustees of Tufts College

Education and Research

Education
9
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
10
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
11
Vanderbilt University

See Disclosure Above.

Education
12
Worcester Polytechnic Institute

Wpi transforms lives, turns knowledge into action to confront global challenges, and revolutionizes stem through distinctive and inclusive education, projects and research. (http://www.wpi.edu/about/mission.html)

—

For reference, the grantee most central to the portfolio’s shape is The University of Montana Foundation and the most unlike its peers is Tinworks Art. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyLocal History MuseumsCommunity FoundationsEnvironmental Conservation …Child Abuse Advocacy Servic…Community Arts CentersIndependent K-12 SchoolsSchool Parent OrganizationsHealth Access Advocacy and …
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 42 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number19%3%<5yr14%8%5–10yr20%5%10–20yr19%26%20–35yr13%26%35–55yr16%33%55yr+
THE FIELDby orgYOUR MONEYby value19%0%<5yr14%2%5–10yr20%1%10–20yr19%17%20–35yr13%12%35–55yr16%68%55yr+

The field is 19% startups (under 5 years old) — 3% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 10% of the field you don’t fund.

orgs you fund
0.0%0/42
the rest of the field
10%
11,858/120,718

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

42 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover.

3
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
42/42
Grantees still filing
29/42
Grew since you first funded

Where your money sits — by cause, then by grantee

THE MOUNT SINAI HOSPITAL — $33,422,432 · HealthTHE MOUNT SINAI HOSPITAL+3 more — $725,000 · HealthAMERICAN UNIVERSITY OF BEIRUT — $7,900,000 · EducationAMERICAN UNIVERSITY OF BEIRU…CHOATE ROSEMARY HALL FOUNDATION INCORPORATED — $4,150,000 · EducationCHOATE ROSEMARY HALL FOUNDAT…GARRISON FOREST SCHOOL INC — $4,043,349 · EducationGARRISON FOREST SCHOOL INCWellesley College — $1,120,100 · EducationWellesley CollegeThe New School — $750,000 · Education+13 more — $2,900,607 · Education+13 moreMETROPOLITAN MUSEUM OF ART — $10,000,000 · Arts & CultureMETROPOLITAN MUS…PIONEER WORKS ART FOUNDATION — $895,214 · Arts & CulturePIONEER WORKS AR…American Museum of Natural History — $600,000 · Arts & Culture+4 more — $610,000 · Arts & CultureVANGUARD CHARITABLE ENDOWMENT PROGRAM — $6,000,000 · PhilanthropyVANGUARD …Twin Bridges School & Community Foundation Inc — $980,496 · PhilanthropyTwin Brid…CENTRAL PARK CONSERVANCY INC — $3,333,383 · Recreation & SportsWOODS HOLE OCEANOGRAPHIC INSTITUTION — $3,000,000 · Science & TechSTROUD WATER RESEARCH CENTER — $300,000 · Science & TechENVIRONMENTAL INTEGRITY PROJECT — $1,000,000 · EnvironmentLittle Traverse Conservancy Inc — $150,000 · EnvironmentTHE MONTANA LAND RELIANCE — $50,000 · EnvironmentTHE GRADUATE CENTER FOUNDATION INC — $375,000 · OtherTHE NATURE CONSERVANCY — $300,000 · OtherFABRETTO CHILDREN'S FOUNDATION INC — $367,087 · OtherFOUNDATION FOR PUERTO RICO INC — $125,000 · OtherBONEFISH & TARPON TRUST INC — $75,000 · Other
Health$34,147,432Education$20,864,056Arts & Culture$12,105,214Philanthropy$6,980,496Recreation & Sports$3,333,383Science & Tech$3,300,000Environment$1,200,000Other$1,242,087

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHE MOUNT SINAI HOSPITAL — $33,422,432 over 6y, 0.6% of budgetMETROPOLITAN MUSEUM OF ART — $10,000,000 over 2y, 0.7% of budgetAMERICAN UNIVERSITY OF BEIRUT — $7,900,000 over 7y, 0.5% of budgetVANGUARD CHARITABLE ENDOWMENT PROGRAM — $6,000,000 over 2y, 0.1% of budgetCHOATE ROSEMARY HALL FOUNDATION INCORPORATED — $4,150,000 over 3y, 2.5% of budgetGARRISON FOREST SCHOOL INC — $4,043,349 over 6y, 6.4% of budgetCENTRAL PARK CONSERVANCY INC — $3,333,383 over 2y, 1.6% of budgetWOODS HOLE OCEANOGRAPHIC INSTITUTION — $3,000,000 over 3y, 1.4% of budgetWellesley College — $1,120,100 over 7y, 0.2% of budgetTwin Bridges School & Community Foundation Inc — $980,496 over 6y, 66% of budgetPIONEER WORKS ART FOUNDATION — $895,214 over 4y, 5.5% of budgetThe New School — $750,000 over 1y, 0.1% of budgetTHE BREARLEY SCHOOL — $637,249 over 6y, 0.8% of budgetAmerican Museum of Natural History — $600,000 over 2y, 0.2% of budgetEYELLIANCE INC — $600,000 over 2y, 28% of budgetENTITLEMENTS HOW INC — $395,358 over 3y, 2.2% of budgetTHE GRADUATE CENTER FOUNDATION INC — $375,000 over 2y, 2.2% of budgetFABRETTO CHILDREN'S FOUNDATION INC — $367,087 over 3y, 10% of budgetTHE UNIVERSITY OF MONTANA FOUNDATION — $350,000 over 2y, 0.5% of budgetOne Plympton Preservation Foundation Inc — $350,000 over 1y, 32% of budgetTHE NATURE CONSERVANCY — $300,000 over 1y, 0.0% of budgetSTROUD WATER RESEARCH CENTER — $300,000 over 1y, 3.0% of budgetTREY WHITFIELD SCHOOL — $225,000 over 1y, 8.5% of budgetLittle Traverse Conservancy Inc — $150,000 over 1y, 1.2% of budgetNEW YORK SHAKESPEARE FESTIVAL — $135,000 over 3y, 0.2% of budgetCOLLEGIATE SCHOOL INC — $135,000 over 4y, 0.1% of budgetFOUNDATION FOR PUERTO RICO INC — $125,000 over 1y, 2.0% of budgetTINWORKS ART — $100,000 over 1y, 5.5% of budgetPREP FOR PREP — $100,000 over 1y, 0.6% of budgetMCLAREN NORTHERN MICHIGAN FOUNDATION — $100,000 over 1y, 1.0% of budgetBONEFISH & TARPON TRUST INC — $75,000 over 1y, 3.1% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK — $50,000 over 1y, 0.0% of budgetTHE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY — $45,000 over 2y, 0.2% of budgetTHE UNIV OF MONTANA-WESTERN FOUNDATION — $43,000 over 2y, 0.9% of budgetBarrett Hospital Foundation Inc — $25,000 over 1y, 4.8% of budgetYEAR UP INC — $25,000 over 1y, 0.0% of budgetCARSON SCHOLARS FUND INC — $25,000 over 1y, 1.4% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The James Family Char…The New York Communit…Silicon Valley Commun…Boston Foundation IncNational Philanthropi…Renaissance Charitabl…American Endowment Fo…Vanguard Charitable E…Morgan Stanley Global…Donor Advised Charita…Network for GoodThe Bank of America C…
The James Family Charitable FoundationVA26.3× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The James Family Charitable Foundation · The New York Community Trust · Silicon Valley Community Foundation · Boston Foundation Inc · National Philanthropic Trust · Renaissance Charitable Foundation Inc · American Endowment Foundation · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · Network for Good · The Bank of America Charitable Foundation Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The James Family Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 30%6%25%56%100%your share of their income ↑0%25%50%75%100%share of the org’s income from government →median 1%
  • Woods Hole Oceanographic Institution — 63% of income from government
  • Wellesley College — 1% of income from government
  • Year Up Inc — 0% of income from government
  • Choate Rosemary Hall Foundation Incorporated — 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The James Family Charitable Trust?

Find your warmest path to The James Family Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 42 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines