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Pennsylvania · Nonprofit

THE JAMES FAMILY CHARITABLE TRUST

THE JAMES FAMILY CHARITABLE TRUST (Pennsylvania) receives grants from 3 organizations whose IRS filings report $84,443,205 to it, the largest being Vanguard Charitable Endowment Program ($50,094,998). 2 of them have funded it in more than one year, and 59% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

$70M
Revenue FY2025
3
Funders on record
$84M
Grants received
$481M
Net assets
2/3 repeat funderspeak grant-dependency 67%

Against its field

THE JAMES FAMILY CHARITABLE TRUST runs a healthier operating margin than three-quarters of the 393 philanthropy nonprofits its size.

Operating margin83% · top quartile
Months of reserve166.2mo · top quartile
Revenue growth (annualized)19% · above the median

this organization peer median middle 50% of peers· 393 philanthropy nonprofits $10M–$100M, FY2025

Three funders worth looking at

Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.

See all 12 prospects and why each one surfaced →
01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($17M) Expenses 100 ($1.7M) Net assets 100 ($87M)2018 Revenue 129 ($22M) Expenses 503 ($8.6M) Net assets 112 ($98M)2019 Revenue 48 ($8.1M) Expenses 1165 ($20M) Net assets 102 ($89M)2020 Revenue -5 ($-872164) Expenses 972 ($17M) Net assets 82 ($72M)2021 Revenue 602 ($103M) Expenses 141 ($2.4M) Net assets 227 ($198M)2022 Revenue 204 ($35M) Expenses 134 ($2.3M) Net assets 259 ($226M)2023 Revenue 507 ($87M) Expenses 724 ($12M) Net assets 358 ($313M)2024 Revenue 414 ($71M) Expenses 855 ($15M) Net assets 448 ($391M)2025 Revenue 407 ($70M) Expenses 685 ($12M) Net assets 551 ($481M)
'17'18'19'20'21'22'23'24'25
Revenue (407)Expenses (685)Net assets (551)Peer revenue range

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

80% of THE JAMES FAMILY CHARITABLE TRUST’s revenue is contributions — about as donation-reliant as the typical peer (80% for the typical peer).

This organization
Typical peer · 859 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.

$15M
17
$14M
18
$12M
19
$17M
20
$101M
21
$33M
22
$74M
23
$56M
24
$58M
25
166
months of
reserve
02Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $23k → $58M.

Funder
'17
'20
'21
'22
'23
'24*
'25*
total
funders
1
1
1
1
2
2
1

2 of 3 of your funders are donor-advised or pass-through sponsors (tagged DAF)59% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of THE JAMES FAMILY CHARITABLE TRUST’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

THE JAMES FAMILY CHARITABLE TRUST leans on a few funders — its largest provides 59% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

59% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE JAMES FAMILY CHARITABLE TRUST.

59%
largest funder
100%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2020 100% · 2021 100% · 2022 100% · 2023 87%diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

59% of THE JAMES FAMILY CHARITABLE TRUST's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $34M that is directly attributable, 100% of it comes from funders outside Pennsylvania, across 1 state.

VA

In-state vs out-of-state, by year

20
21
22
23
Pennsylvania out of state home

Funder states come from each funder’s own filing. $50M arriving through sponsors registered in 2 statesis excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field

Funders to approach

Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first.

From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.

Organizations like THE JAMES FAMILY CHARITABLE TRUST

Nonprofits whose mission and program text most resemble this one, by semantic similarity over the universe of US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Pennsylvania

Nationally

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

97% of spending goes to programs.

Program 97%Management 3%Fundraising 0%

Governance

3
board members
67%
independent
Conflict-of-interest policyWhistleblower policyDocument retentionBoard reviewed the 990Audited financials

Footprint & structure

Files a return copy in 2 states

NY
PA

Part of a family of 6 related entities

  • National Philanthropic Trust · exempt
  • Saint Agatha Foundation · exempt
  • Npt Charitable Asset Trust · exempt
  • Janine and J Tomilson Hill Family Trust · exempt
  • The Meg and Bennett Goodman Family Foundation · exempt

Screen this organization

A dated, signed PDF of the compliance screen for THE JAMES FAMILY CHARITABLE TRUST: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds THE JAMES FAMILY CHARITABLE TRUST?
THE JAMES FAMILY CHARITABLE TRUST (Pennsylvania) receives grants from 3 organizations whose IRS filings report $84,443,205 to it, the largest being Vanguard Charitable Endowment Program ($50,094,998). 2 of them have funded it in more than one year, and 59% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does THE JAMES FAMILY CHARITABLE TRUST have?
IRS filings report 3 organizations giving $84,443,205 in grants to THE JAMES FAMILY CHARITABLE TRUST, 2 of which have funded it in more than one year.
Who is the largest funder of THE JAMES FAMILY CHARITABLE TRUST?
Vanguard Charitable Endowment Program is the largest funder on record, with $50,094,998 in grants. The full list of funders is on this page.
How can an organization like THE JAMES FAMILY CHARITABLE TRUST find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Pennsylvania. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 3funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported August 27, 2026. What this page cannot tell you · view filing