JAMES FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMES FOUNDATION INC (EIN 45-2195649)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-22
- IRS object ID
- 202521429349100802
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-22T11:32:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452195649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2603337500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 606 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK STAUDINGER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2609202114 | PhoneNum |
| Signature | 2025-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2025-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,753,302 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $582,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $582,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $916,442 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,411,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $916,442 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,204 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,520,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,498,779 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,388 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,449 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,939 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,521 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,056 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,465 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,226 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,226 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,126 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $59,240 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $74,507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $428,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $202,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,691,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,691,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,120,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,894,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,599,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,402,122 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,722 | CashBOYAmt |
| Cash EOY | $20,551 | CashEOYAmt |
| Cash EOYFMV | $20,551 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,528,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $624,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $624,048 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,791,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,290,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,373,181 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,648,409 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,509,458 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,443,596 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,789,917 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $497,991 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,351,166 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,291,926 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,291,926 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,335,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,736,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,753,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,335,518 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,736,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,335,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,736,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,335,518 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,736,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,335,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,599,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,736,313 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,736,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES TOTAL PER STMT | PropertyDesc |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $3,411,075 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,494,633 | CostOrOtherBasisAmt |
| Gain Or Loss | $916,442 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $916,442 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $916,442 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,489 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,489 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,489 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,268 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,268 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $117 | EsPenaltyAmt |
| Overpayment | $2,662 | OverpaymentAmt |
| Applied To ES Tax | $2,662 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEJAMESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | FRANK STAUDINGER | IndividualWithBooksNm |
| Phone | 2609202114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 606 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICK JAMES | ||||||||
| PO BOX 606 | AUBURN | IN | 46706 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| VICKI JAMES | ||||||||
| PO BOX 606 | AUBURN | IN | 46706 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHANIE FOOTE | ||||||||
| PO BOX 606 | AUBURN | IN | 46706 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY TURNER | ||||||||
| PO BOX 606 | AUBURN | IN | 46706 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MATT FETTER | ||||||||
| PO BOX 606 | AUBURN | IN | 46706 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSICA BUSS | ||||||||
| PO BOX 606 | AUBURN | IN | 46706 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENDRA KLINK | ||||||||
| PO BOX 606 | AUBURN | IN | 46706 | EXECUTIVE DIRECTOR | 40.00 | $120,000 | $18,521 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE CITY BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1387 | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $52,226 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,789,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $997,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,291,926 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,079,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,079,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $331,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,748,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,087,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,087,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,489 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,489 | TotalTaxAmt |
| Distributable Before Adj | $1,067,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,067,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,067,923 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,894,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,894,015 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,067,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,521,077 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,382,602 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,160,450 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,911,392 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,713,658 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,689,179 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,894,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,067,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,826,092 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,515,271 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,521,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,994,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,382,602 | ExcessFromYear4Amt |
| Excess From Year3 | $4,160,450 | ExcessFromYear3Amt |
| Excess From Year2 | $9,911,392 | ExcessFromYear2Amt |
| Excess From Year1 | $10,713,658 | ExcessFromYear1Amt |
| Excess From Current Year | $10,826,092 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICK JAMES | ContributingManagerNm |
| Contributing Manager | VICKI JAMES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JAMES FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 606 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2603330068 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE VISIT WWW.THEJAMESFOUNDATION.ORG TO DOWNLOAD AND FILL OUT THE JAMES FOUNDATION PRELIMINARY GRANT APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ALEX LEON - INDIANA UNIVERSITY BLOO | ||||||||
| OFFICE OF THE BURSAR POPLARS | BUILDING 400 EAST 7TH STREET | BLOOMINGTON | IN | 46405 | NONE | I | SCHOLARSHIP | $2,500 |
| ALI OHELMACHER - UNIVERSITY OF SAIN | ||||||||
| FINANCIAL AID OFFICE 2701 SPRING | STREET | FORT WAYNE | IN | 46808 | NONE | I | SCHOLARSHIP | $2,500 |
| AMANI FAMILY SERVICES | ||||||||
| 5104 NORTH CLINTON STREET | FORT WAYNE | IN | 46825 | N/A | PC | CLIENT SUCCESS PROGRAMMING | $50,000 | |
| ARTS UNITED | ||||||||
| 300 EAST MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PC | ARTS RESILIENCY FUND | $1,000,000 | |
| AUBURN COMMUNITY BAND | ||||||||
| 1400 DAVIDSON COURT | AUBURN | IN | 46706 | N/A | PC | EXPENSES FOR MUSIC AND VENUES FOR 2023 SEASON | $1,000 | |
| AUBURN FIRE FIGHTERS ASSOCIATION | ||||||||
| P O BOX 461 | AUBURN | IN | 46706 | N/A | PC | FIREFIGHTER SCHOLARSHIP FUND | $1,000 | |
| AUBURN PARKS AND RECREATION DEPARTMENT | ||||||||
| P O BOX 506 | AUBURN | IN | 46706 | N/A | PC | SPARK GIFT TO LAUNCH CANS FOR CONSTRUCTION PROJECT | $500 | |
| AUBURN POLICE DEPARTMENT | ||||||||
| 210 SOUTH CEDAR STREET FIRST FLOOR | CITY HALL | AUBURN | IN | 46706 | N/A | PC | SPARK GIFT TO LAUNCH CANS FOR CONSTRUCTION PROJECT | $500 |
| AUBURN PRESBYTERIAN CHURCH | ||||||||
| 111 WEST 12TH STREET | AUBURN | IN | 46706 | N/A | PC | SPARK GIFT TO LAUNCH CANS FOR CONSTRUCTION PROJECT | $500 | |
| BAYLEE DOSTER - WESTERN GOVERNORS U | ||||||||
| DEPARTMENT 227 PO BOX 30015 | SALT LAKE CITY | UT | 84130 | NONE | I | SCHOLARSHIP | $2,500 | |
| BAYLIE DONALDSON - INDIANA UNIVERSI | ||||||||
| IU FORT WAYNE PAYMENT CENTER P O | BOX 6020 | INDIANAPOLIS | IN | 46206 | NONE | I | SCHOLARSHIP | $2,500 |
| BREYTDEN WEICHT - PENN FOSTER | ||||||||
| B2B AR TEAM 200 HICKORY STREET | SCRENTON | PA | 48505 | NONE | I | SCHOLARSHIP | $1,499 | |
| BRIDGE OF GRACE | ||||||||
| 5102 GAYWOOD DRIVE | FORT WAYNE | IN | 46806 | N/A | PC | HOPE UNLEASED CAPITAL CAMPAIGN | $525,000 | |
| BRIDGE OF GRACE | ||||||||
| 5100 GAYWOOD DRIVE | FORT WAYNE | IN | 46806 | N/A | PC | EARLY LEARNING CENTER OPERATIONS | $50,000 | |
| CADEN OSBORN - TAYLOR UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | UPLAND | IN | 46989 | NONE | I | SCHOLARSHIP | $2,500 |
| CANTERBURY SCHOOL | ||||||||
| 5601 COVINGTON RD | FORT WAYNE | IN | 46804 | N/A | GOV | FINE ARTS CAMPAIGN | $1,000,000 | |
| CLARE SEXTON - BALL STATE UNIVERSIT | ||||||||
| FINANCIAL AID SCHOLARSHIPS LUCINA | HALL ROOM 245 | MUNCIE | IN | 46306 | NONE | I | SCHOLARSHIP | $2,500 |
| CODY BICKLEY - TRINE UNIVERSITY | ||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIP | $5,000 | |
| COMMUNITY FOUNDATION OF DEKALB | ||||||||
| 700 SOUTH MAIN STREET P O BOX 111 | AUBURN | IN | 46706 | N/A | PC | FUNDING FOR TRANSFORMING COMMUNITIES / LILLY ENDOWMENT MATCH | $50,000 | |
| COMMUNITY HARVEST FOOD BANK | ||||||||
| 999 EAST TILLMAN ROAD | FORT WAYNE | IN | 46816 | N/A | PC | PROGRAM AND OPERATIONS SUPPORT | $50,000 | |
| CONNOR PENROD - INDIANA UNIVERSITY | ||||||||
| OFFICE OF THE BURSAR POPLARS | BUILDING 400 EAST 7TH STREET | BLOOMINGTON | IN | 46405 | NONE | I | SCHOLARSHIP | $2,500 |
| CORBIN WHITE - GLEN OAKS COMMNITY C | ||||||||
| ATTN FINANCIAL AID OFFICE 62249 | SHIMMEL ROAD | CENTREVILLE | MI | 49032 | NONE | I | SCHOLARSHIP | $2,500 |
| DEKALB CENTRAL FOUNDATION | ||||||||
| 3326 COUNTY ROAD 427 | WATERLOO | IN | 46793 | N/A | PC | DEKALB CENTRAL EARLY LEARNING - PRESCHOOL PROGRAMMING | $425,000 | |
| DEKALB COUNTY COMMUNITY ORCHESTRA | ||||||||
| 700 SOUTH MAIN STREET | AUBURN | IN | 46706 | N/A | PC | PROGRAM SUPPORT | $7,000 | |
| DEKALB HIGH SCHOOL FOUNDATION | ||||||||
| 6424 COUNTY ROAD 427 | WATERLOO | IN | 46793 | N/A | PC | SPARK GIFT TO LAUNCH CANS FOR CONSTRUCTION PROJECT | $500 | |
| DOMINIC WEICHT - UNOH | ||||||||
| ATTN CASHIERS OFFICE 1441 NORTH | CABLE ROAD | LIMA | OH | 45805 | NONE | I | SCHOLARSHIP | $2,500 |
| DOWN SYNDROME ASSOCIATION | ||||||||
| P O BOX 13611 | FORT WAYNE | IN | 46865 | N/A | PC | BUDDY WALK SPONSORSHIP | $1,500 | |
| EARLY CHILDHOOD ALLIANCE | ||||||||
| 516 EAST WAYNE STREET | FORT WAYNE | IN | 46802 | N/A | PC | SPARK A FUTURE SPONSORSHIP | $2,500 | |
| ELMERIA STUTZMAN - TRINE UNIVERSITY | ||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIP | $5,000 | |
| EMMA WELBAUM - UNIVERSITY OF SAINT | ||||||||
| FINANCIAL AID OFFICE 2701 SPRING | STREET | FORT WAYNE | IN | 46808 | NONE | I | SCHOLARSHIP | $5,000 |
| EUELL A WILSON CENTER | ||||||||
| 1512 OXFORD STREET | FORT WAYNE | IN | 46806 | N/A | PC | PROGRAMMING SUPPORT | $10,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 578 GEIGER DRIVE SUITE A1 | ROANOKE | IN | 46783 | N/A | PC | ANNUAL PROGRAMMING SUPPORT | $20,000 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 1203 EAST SEVENTH STREET | AUBURN | IN | 46706 | N/A | PC | SPARK GIFT TO LAUNCH CANS FOR CONSTRUCTION PROJECT | $500 | |
| FORT WAYNE CHILDREN'S CHOIR | ||||||||
| 2101 EAST COLISEUM BOULEVARD | BUILDING E | FORT WAYNE | IN | 46805 | N/A | PC | SCHOLARSHIP SUPPORT FOR PARTICIPANTS | $25,000 |
| FORT WAYNE CHILDREN'S ZOO | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | N/A | PC | GENERAL OPERATING SUPPORT | $160,500 | |
| FORT WAYNE HISTORY CENTER | ||||||||
| 302 E BERRY ST | FORT WAYNE | IN | 46802 | N/A | PC | K-12 SCHOOL ADMISSIONS | $5,000 | |
| FORT WAYNE PARKS DEPARTMENT | ||||||||
| 705 E STATE BLVD | FORT WAYNE | IN | 46805 | N/A | PC | PARK RENOVATION FUND | $750,000 | |
| FORT WAYNE PHILHARMONIC | ||||||||
| 4901 FULLER DRIVE SUITE 3B | FORT WAYNE | IN | 46835 | N/A | PC | SPONSORSHIP SUPPORT | $265,000 | |
| GABRIELLE HEIMANN - HOPE COLLEGE | ||||||||
| 100 EAST 8TH STREET SUITE 280 | HOLLAND | MI | 49423 | NONE | I | SCHOLARSHIP | $2,500 | |
| GARRETT MUSEUM OF ART | ||||||||
| 100 SOUTH RANDOLPH STREET | GARRETT | IN | 46738 | N/A | PC | SPECIAL EXHIBIT / TRAVELING EXHIBIT FUND | $25,000 | |
| GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA | ||||||||
| 10008 DUPONT CIRCLE DRIVE EAST | FORT WAYNE | IN | 46706 | N/A | PC | SPARK GIFT TO LAUNCH CANS FOR CONSTRUCTION PROJECT | $500 | |
| GRACE MCCLAIN - ROCK VALLEY COMMUNI | ||||||||
| FINANCIAL AID OFFICE 3301 NORTH | MULFORD ROAD | ROCKFORD | IL | 61114 | NONE | I | SCHOLARSHIP | $2,500 |
| HALLIE MCCOY - GLEN OAKS COMMNITY C | ||||||||
| ATTN FINANCIAL AID OFFICE 62249 | SHIMMEL ROAD | CENTREVILLE | MI | 49032 | NONE | I | SCHOLARSHIP | $2,500 |
| HOOSIERS FEEDNG THE HUNGRY | ||||||||
| 4490A IN 327 | GARRETT | IN | 46738 | N/A | PC | MEAT THE NEED | $5,000 | |
| HUMANE FORT WAYNE | ||||||||
| 4914 HANNA ST | FORT WAYNE | IN | 46806 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $10,000 | |
| JACQUELYN DAVENPORT - INDIANA WESLE | ||||||||
| OFFICE OF FINANCIAL AID 1886 WEST | 50TH STREET | MARION | IN | 46953 | NONE | I | SCHOLARSHIP | $5,000 |
| JADE MICHAEL - INDIANA UNIVERSITY B | ||||||||
| OFFICE OF THE BURSAR POPLARS | BUILDING 400 EAST 7TH STREET | BLOOMINGTON | IN | 46405 | NONE | I | SCHOLARSHIP | $2,500 |
| JAMES R WATSON WALKRUN | ||||||||
| 901 ECKHART AVENUE | AUBURN | IN | 46706 | N/A | PC | COLOR RUN SPONSORSHIP | $500 | |
| KENDALLVILLE RESTORATION INC | ||||||||
| 415 KRUEGER ST | KENDALLVILLE | IN | 46755 | N/A | PC | APPROVED FUTURE GRANT | $100,000 | |
| MADILYN MALCOM - PURDUE FORT WAYNE | ||||||||
| 3800 NORTH ANTHONY BOULEVARD | FORT WAYNE | IN | 46805 | NONE | I | SCHOLARSHIP | $5,000 | |
| MADISON HAYNES - PURDUE UNIVERSITY | ||||||||
| OFFICE OF BURSAR SCHLEMAN HALL - | ROOM 305 475 STADIUM MALL DRIVE | WEST LAFAYETTE | IN | 47907 | NONE | I | SCHOLARSHIP | $2,500 |
| MADISON SCHULTIS - HUNTINGTON UNIVE | ||||||||
| OFFICE OF FINANCIAL AID 2303 | COLLEGE AVENUE | HUNTINGTON | IN | 46750 | NONE | I | SCHOLARSHIP | $5,000 |
| MAKE A WISH FOUNDATION INDIANA | ||||||||
| 6201 CORPORATE DR 100 | INDIANAPOLIS | IN | 46278 | N/A | PC | APPROVED FUTURE GRANT | $100,000 | |
| MLK MONTESSORI | ||||||||
| 6001 SOUTH ANTHONY BOULEVARD | FORT WAYNE | IN | 46816 | N/A | PC | PROGRAMMING SUPPORT | $10,000 | |
| MORGAN BROOKS - IVY TECH | ||||||||
| BURSARS OFFICE 3800 NORTH ANTHONY | BOULEVARD | FORT WAYNE | IN | 46805 | NONE | I | SCHOLARSHIP | $2,500 |
| MORGAN LESLIE - IUPUI | ||||||||
| P O BOX 6035 420 UNIVERSITY | BOULEVARD SUITE CE264 | INDIANAPOLIS | IN | 46202 | NONE | I | SCHOLARSHIP | $2,500 |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED | $3,000,000 | |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | YOUTH EMPOWERMENT STEWARDS SERVICE CORPS. | $125,000 | |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | LINCOLN MEMORIAL | $1,500,000 | |
| NEIGHBORHOOD HEALTH CLINIC | ||||||||
| 1717 SOUTH CALHOUN STREET | FORT WAYNE | IN | 46802 | N/A | PC | APPROVED FUTURE GRANT | $200,000 | |
| NOLAN HATHAWAY - TRINE UNIVERSITY | ||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIP | $2,500 | |
| PLEIN AIR ART PAINTERS GUILD | ||||||||
| 8221 CHAPEL HILL PLACE | FORT WAYNE | IN | 46825 | N/A | PC | SPONSORSHIP SUPPORT | $1,000 | |
| QUESTA FOUNDATION | ||||||||
| 6502 CONSTITUTION DRIVE | FORT WAYNE | IN | 46804 | N/A | PC | SCHOLARSHIP SUPPORT | $110,000 | |
| RAISE UP BANQUET | ||||||||
| 12616 SPENCERVILLE ROAD | HARLAN | IN | 46743 | N/A | PC | BANQUET SPONSORSHIP | $1,000 | |
| SCAN | ||||||||
| 500 WEST MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PC | PROGRAMMING SUPPORT | $50,000 | |
| SEXUAL ASSAULT TREATMENT CENTER | ||||||||
| 1420 KERRWAY COURT | FORT WAYNE | IN | 46805 | N/A | PC | WARM & COZY SPONSORSHIP | $2,500 | |
| ST JOSEPH HEALTH FOUNDATION | ||||||||
| 347 BERRY STREET SUITE 101 | FORT WAYNE | IN | 46802 | N/A | PC | BUILDING BETTER BOARDS - NORTHEAST FUNDERS COLLABORATIVE INITIATIVE | $4,681 | |
| ST MARTIN'S CLINIC | ||||||||
| 1359 SOUTH RANDOLPH STREET | GARRETT | IN | 46738 | N/A | PC | MOBILE CARE UNIT | $50,000 | |
| STILLWATER HOSPICE | ||||||||
| 5910 HOMESTEAD ROAD | FORT WAYNE | IN | 46814 | N/A | PC | EMPLOYEE EDUCATION FUND | $12,500 | |
| SULLIVAN KESSLER - IU SOUTH BEND | ||||||||
| BURSARS OFFICE 1700 MISHAWAKA | AVENUE | SOUTH BEND | IN | 46634 | NONE | I | SCHOLARSHIP | $5,000 |
| SUMMIT EQUESTRIAN CENTER | ||||||||
| 10808 LACABREAH LANE | FORT WAYNE | IN | 46745 | N/A | PC | CAVALRY PROGRAM FOR VETERANS | $75,000 | |
| SYDNEY WEAVER - IU FORT WAYNE | ||||||||
| IU FORT WAYNE PAYMENT CENTER P O | BOX 6020 | INDIANAPOLIS | IN | 462066026 | NONE | I | SCHOLARSHIP | $2,500 |
| THE ARC OF NORTHEAST INDIANA (EASTERSEALS RISE) | ||||||||
| 4919 COLWATER ROAD | FORT WAYNE | IN | 46825 | N/A | PC | APPROVED FUTURE GRANT | $120,000 | |
| THE BRANDON FOUNDATION | ||||||||
| 3029 E PAULDING RD | FORT WAYNE | IN | 46816 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $100,000 | |
| THE RESCUE MISSION | ||||||||
| 404 EAST WASHINGTON BOULEVARD | FORT WAYNE | IN | 46802 | N/A | PC | OPERATIONAL AND PROGRAMMING SUPPORT FOR CHARIS HOUSE | $75,000 | |
| THE SCHOOL CARE TEAM | ||||||||
| 116 EAST BERRY STREET SUITE 1300 | FORT WAYNE | IN | 46802 | N/A | PC | SUPPORT FOR SCHOOL CARE TEAM STUDENT ADVISORY BOARD | $75,000 | |
| TRI KAPPA | ||||||||
| P O BOX 445 | AUBURN | IN | 46706 | N/A | PC | PINK OUT FUND | $500 | |
| TRINE UNIVERSITY | ||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | N/A | PC | COLLEGE HEALTH PROFESSIONS | $1,000,000 | |
| TRINE UNIVERSITY | ||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | N/A | PC | SCHOLARSHIPS | $300,000 | |
| VALENCIA PLACENCIA - TAYLOR UNIVERS | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | UPLAND | IN | 46989 | NONE | I | SCHOLARSHIP | $5,000 |
| VETERANS NATIONAL MAMORIAL SHRINE AND MUSEUM | ||||||||
| 2122 O DAY RD | FORT WAYNE | IN | 46818 | N/A | PC | OPERATIONAL SUPPORT FOR EXECUTIVE DIRECTOR | $50,000 | |
| YWCA NORTHEAST INDIANA | ||||||||
| 5920 DECATUR ROAD | FORT WAYNE | IN | 46816 | N/A | PC | DOMESTIC VIOLENCE PROGRAMMING | $85,000 | |
| ZACKARY WALL - IVY TECH | ||||||||
| BURSARS OFFICE 3800 NORTH ANTHONY | BOULEVARD | FORT WAYNE | IN | 46805 | NONE | I | SCHOLARSHIP | $5,000 |
| FORT WAYNE PHILHARMONIC | ||||||||
| 4901 FULLER DRIVE SUITE 3B | FORT WAYNE | IN | 46835 | N/A | PC | GENERAL OPERATIONS | $8,000 | |
| ELKHART LIBRARY | ||||||||
| 300 S SECOND ST | ELKHART | IN | 45616 | N/A | PC | GENERAL OPERATIONS | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,691,680 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTS UNITED | ||||||||
| 300 EAST MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PC | A SOARING VISIONS CAMPAIGN - ADDITIONAL GIFT | $500,000 | |
| BRIDGE OF GRACE | ||||||||
| 5100 GAYWOOD DRIVE | FORT WAYNE | IN | 46806 | N/A | PC | EARLY LEARNING CENTER OPERATIONS AND SCHOLARSHIP FUND | $400,000 | |
| CANTERBURY SCHOOL | ||||||||
| 5601 COVINGTON RD | FORT WAYNE | IN | 46804 | N/A | PC | FINE ARTS CAMPAIGN | $3,000,000 | |
| COMMUNITY HARVEST FOOD BANK | ||||||||
| 999 EAST TILLMAN ROAD | FORT WAYNE | IN | 46816 | N/A | PC | PROGRAM AND OPERATIONS SUPPORT | $150,000 | |
| DEKALB CENTRAL FOUNDATION | ||||||||
| 3326 COUNTY ROAD 427 | WATERLOO | IN | 46793 | N/A | PC | PRESCHOOL PROGRAMMING | $2,125,000 | |
| DEKALB COUNTY COMMUNITY ORCHESTRA | ||||||||
| 700 SOUTH MAIN STREET | AUBURN | IN | 46706 | N/A | PC | PROGRAM SUPPORT | $7,000 | |
| EUELL A WILSON CENTER | ||||||||
| 1512 OXFORD STREET | FORT WAYNE | IN | 46806 | N/A | PC | PROGRAMMING SUPPORT | $10,000 | |
| FORT WAYNE CHILDREN'S CHOIR | ||||||||
| 2101 EAST COLISEUM BOULEVARD | FORT WAYNE | IN | 46805 | N/A | PC | SCHOLARSHIP SUPPORT FOR PARTICIPANTS | $25,000 | BUILDING E |
| FORT WAYNE HISTORY CENTER | ||||||||
| 302 E BERRY ST | FORT WAYNE | IN | 46802 | N/A | PC | K-12 SCHOOL ADMISSIONS | $5,000 | |
| FORT WAYNE PHILHARMONIC | ||||||||
| 4901 FULLER DRIVE SUITE 3B | FORT WAYNE | IN | 46835 | N/A | PC | MUSIC IS FUNDEMENTAL | $800,000 | |
| GARRETT MUSEUM OF ART | ||||||||
| 100 SOUTH RANDOLPH STREET | GARRETT | IN | 46738 | N/A | PC | SPECIAL EXHIBIT / TRAVELING EXHIBIT FUND | $50,000 | |
| HUMANE FORT WAYNE | ||||||||
| 4914 HANNA ST | FORT WAYNE | IN | 46806 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $30,000 | |
| KENDALLVILLE RESTORATION INC | ||||||||
| 415 KRUEGER ST | KENDALLVILLE | IN | 46755 | N/A | PC | PROGRAMMING / OPERATIONS SUPPORT | $200,000 | |
| MAKE A WISH FOUNDATION INDIANA | ||||||||
| 6201 CORPORATE DR 100 | INDIANAPOLIS | IN | 46278 | N/A | PC | WISH SUPPORT - INDIANA | $400,000 | |
| MLK MONTESSORI | ||||||||
| 6001 SOUTH ANTHONY BOULEVARD | FORT WAYNE | IN | 46816 | N/A | PC | PROGRAMMING SUPPORT | $10,000 | |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTIRCTED | $6,250,000 | |
| NEIGHBORHOOD HEALTH | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | OXFORD STREET PROJECT | $800,000 | |
| QUESTA FOUNDATION | ||||||||
| 6502 CONSTITUTION DRIVE | FORT WAYNE | IN | 46804 | N/A | PC | SCHOLARSHIP SUPPORT | $110,000 | |
| SCAN | ||||||||
| 500 WEST MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PC | PROGRAMMING SUPPORT | $50,000 | |
| SUMMIT EQUESTRIAN CENTER | ||||||||
| 10808 LACABREAH LANE | FORT WAYNE | IN | 46745 | N/A | PC | CAVALRY PROGRAM FOR VETERANS | $75,000 | |
| THE ARC OF NORTHEAST INDIANA (EASTERSEALS RISE) | ||||||||
| 4919 COLWATER ROAD | FORT WAYNE | IN | 46825 | N/A | PC | ESPORTS / TRINE COLLABORATION | $144,000 | |
| THE BRANDON FOUNDATION | ||||||||
| 3029 E PAULDING RD | FORT WAYNE | IN | 46816 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $300,000 | |
| THE RESCUE MISSION | ||||||||
| 404 EAST WASHINGTON BOULEVARD | FORT WAYNE | IN | 46802 | N/A | PC | OPERATIONAL AND PROGRAMMING SUPPORT FOR CHARIS HOUSE | $75,000 | |
| TRINE UNIVERSITY | ||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | N/A | PC | SCHOLARSHIPS | $1,500,000 | |
| TRINE UNIVERSITY | ||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | N/A | PC | COLLEGE HEALTH PROFESSIONS | $3,000,000 | |
| VINCENT VILLAGE | ||||||||
| 2827 HOLTON AVE | FORT WAYNE | IN | 46806 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $2,000,000 | |
| YWCA NORTHEAST INDIANA | ||||||||
| 5920 DECATUR ROAD | FORT WAYNE | IN | 46816 | N/A | PC | DOMESTIC VIOLENCE PROGRAMMING | $85,000 | |
| GROWING LIVES FOUNDATION | ||||||||
| 3320 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | N/A | PC | GENERAL OPERATION | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $22,226,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $582,337 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $916,442 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PREVIOUS YEARS GRANTS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $22,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,520,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,520,983 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICK AND VICKI JAMES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 S GRANDSTAFF DRIVE | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B | PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE RICK AND VICKI JAMES ARE SUBSTANTIAL CONTRIBUTORS TO THE JAMES FOUNDATION, INC. AND IS THEREFORE A DISQUALIFIED PERSON. THEY PROVIDE "SERVICES" TO THE ORGANIZATION BY SERVING ON THE BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THEY RECEVIES NO COMPENSATION AND THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. |
| FORM 990-PF PART I LINE 18 | THE JAMES FOUNDATION PAYROLL IS PROCESSED BY A RELATED PARTY THAT THEY FOUNDATION REIMBURSES FOR THEIR SHARE OF COSTS. THEREFORE, NO PAYROLL TAXES ARE REPORTED ON THE FORM 990-PF. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $6,509,458 | EOYBookValueAmt |
| EOYFMV | $6,443,596 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $5,290,330 | EOYBookValueAmt |
| EOYFMV | $13,373,181 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $3,346 | $0 | $0 | $3,346 |
| MAINTENANCE AND UTILITIES | $2,402 | $0 | $0 | $0 |
| MARKETING | $885 | $0 | $0 | $885 |
| OTHER OPERATING EXPENSES | $67,874 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PREVIOUS YEARS GRANTS | Desc |
| Revenue And Expenses Per Books | $22,204 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $52,226 | Amt |
| Net Investment Income | $52,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $10,126 | Amt |
| Net Investment Income | $10,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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