THOMAS A AND MARY S JAMES FOUNDATION INC: Form 990PF, tax year 2025
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- Organization
- THOMAS A AND MARY S JAMES FOUNDATION INC (EIN 59-3288143)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349103046
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T14:21:36-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934792291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sorren Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 Executive Center Dr W Suite 100 | AddressLine1Txt |
| City | St Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593288143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas A & Mary S James Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 7275675002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 Carillon Parkway | AddressLine1Txt |
| City | St Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33716 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas A James | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7275675002 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kera Haas | PreparerPersonNm |
| PTIN | P01387682 | PTIN |
| Phone | 7278889200 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $54,485,818 | 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 | $22,137,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,793 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,793 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $856,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $856,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,301,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,099,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,301,824 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,301,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,164,135 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,081 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $156 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,617,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,617,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,716,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,617,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,584,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,111,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,431,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,314,875 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,314,875 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $9,643 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,643 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $18,045,527 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,744,031 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,160,726 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $7,579 | OtherAssetsBOYAmt |
| Other Assets EOY | $574 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $574 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,484,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,069,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,485,818 | 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 | $17,618,908 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $39,755,908 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,866,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,313,215 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,484,957 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,069,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,484,957 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,069,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,484,957 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,584,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,069,123 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,069,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RJ #LC004 - Detail Available Upon Request | P | $232,407 | $267,483 | -$35,076 | -$35,076 |
| RJ #LC004 - Detail Available Upon Request | P | $197,234 | $120,995 | $76,239 | $76,239 |
| RJ #5086 - Detail Available Upon Request | P | $264,510 | $260,510 | $4,000 | $4,000 |
| RJ #5086 - Detail Available Upon Request | P | $339,142 | $212,276 | $126,866 | $126,866 |
| RJ #LJ845 - Detail Available Upon Request | P | $4,000 | $3,898 | $102 | $102 |
| RJ #LJ845 - Detail Available Upon Request | P | $86,118 | $54,115 | $32,003 | $32,003 |
| RJ #0327 - Detail Available Upon Request | P | $239,729 | $275,263 | -$35,534 | -$35,534 |
| RJ #0327 - Detail Available Upon Request | P | $622,343 | $571,247 | $51,096 | $51,096 |
| US Bank #2502 - Detail Available Upon Request | P | $17,766 | $17,435 | $331 | $331 |
| US Bank #2502 - Detail Available Upon Request | P | $7,940 | $13,139 | -$5,199 | -$5,199 |
| US Bank #2502 - Detail Available Upon Request | P | $1,792 | -$1,792 | -$1,792 | |
| Capital Gains Dividends | P | $1,088,788 | $1,088,788 | $1,088,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,301,824 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,357 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,357 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,000 | 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 | $39,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,643 | OverpaymentAmt |
| Applied To ES Tax | $9,643 | 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 | FL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Thomas A James | IndividualWithBooksNm |
| Phone | 7275675002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 Carillon Parkway | AddressLine1Txt |
| City | St Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337161105 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Thomas A James | ||||||||
| 9341 Silverthorn | Largo | FL | 33777 | President | 1.00 | $0 | $0 | $0 |
| Mary S James | ||||||||
| 9341 Silverthorn | Largo | FL | 33777 | Secretary | 0.00 | $0 | $0 | $0 |
| Hunt James | ||||||||
| 4609 Sylvan Ramble | Tampa | FL | 33609 | Trustee | 0.00 | $0 | $0 | $0 |
| Court James | ||||||||
| 1858 Brightwaters Blvd NE | St Petersburg | FL | 33704 | Trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,518,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,569,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,066 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,091,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,091,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $766,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,325,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,516,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,516,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,357 | TotalTaxAmt |
| Distributable Before Adj | $2,486,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,486,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,486,898 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,617,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,617,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,486,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,591 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $144,395 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $169,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $352,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,617,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,486,898 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $130,102 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $482,342 | 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 | $38,591 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $443,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $144,395 | ExcessFromYear2Amt |
| Excess From Year1 | $169,254 | ExcessFromYear1Amt |
| Excess From Current Year | $130,102 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Thomas A James | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Academy Prep | |||||||
| 2301 22nd Ave South | St Petersburg | FL | 33712 | NC | Charities use in their programs | $25,000 | |
| Alzheimers Assoc | |||||||
| 14010 Roosevelt Blvd Suite 709 | Clearwater | FL | 33762 | NC | Charities use in their programs | $10,000 | |
| American Cancer Society | |||||||
| PO Box 13600 | Tampa | FL | 33681 | NC | Charities use in their programs | $10,000 | |
| American Diabetes Association | |||||||
| PO Box 7017 | Merrifield | VA | 22116 | NC | Charities use in their programs | $10,000 | |
| American Heart Association | |||||||
| 11207 Blue Heron Blvd N | St Petersburg | FL | 33716 | NC | Charities use in their programs | $15,000 | |
| American Red Cross TB Chapter | |||||||
| 3310 W Main Street | Tampa | FL | 33607 | NC | Charities use in their programs | $5,000 | |
| American Stage | |||||||
| PO Box 1560 | St Petersburg | FL | 33731 | NC | Charities use in their programs | $10,000 | |
| Americans for the Arts | |||||||
| 1000 Vermont Ave NW 6th FL | Washington | DC | 20005 | NC | Charities use in their programs | $3,000 | |
| Big Brothers & Big Sisters | |||||||
| 918 West Bay Drive | Largo | FL | 33770 | NC | Charities use in their programs | $5,000 | |
| Booth Western Art Museum | |||||||
| PO Box 3070 | Cartersville | GA | 30120 | NC | Charities use in their programs | $2,500 | |
| Boys & Girls Club of the Suncoast | |||||||
| 4625 East Bay Drive Suite 103 | Clearwater | FL | 33764 | NC | Charities use in their programs | $5,000 | |
| Buddy Program | |||||||
| 110 E Hallam St Suite 125 | Aspen | CO | 81611 | NC | Charities use in their programs | $3,000 | |
| CASA | |||||||
| PO Box 414 | St Petersburg | FL | 33731 | NC | Charities use in their programs | $5,000 | |
| Chi Chi Rodriguez Youth Fdtn | |||||||
| 3031 N McMullen Booth Rd | Clearwater | FL | 33762 | NC | Charities use in their programs | $210,000 | |
| Chi Chi Rodriguez Youth Fdtn | |||||||
| 3031 N McMullen Booth Rd | Clearwater | FL | 33762 | NC | Charities use in their programs | $50,000 | |
| Children's Dream Fund | |||||||
| PO Box 1881 | St Petersburg | FL | 33731 | NC | Charities use in their programs | $2,000 | |
| Children's Home | |||||||
| 10909 Memorial Hwy | Tampa | FL | 33615 | NC | Charities use in their programs | $5,000 | |
| Christmas Toy Shop | |||||||
| 550 16th St N | St Petersburg | FL | 33705 | NC | Charities use in their programs | $2,000 | |
| Clearwater Marine Aquarium | |||||||
| 249 Windward Passage | Clearwater | FL | 33767 | NC | Charities use in their programs | $2,500 | |
| Cure Alzheimer's Fund | |||||||
| 34 Washington St Suite 300 | Wellesley Hills | MA | 02481 | NC | Charities use in their programs | $20,000 | |
| Drug Free America | |||||||
| 333 3rd Ave Suite 200 | St Petersburg | FL | 33710 | NC | Charities use in their programs | $5,000 | |
| Eckerd College | |||||||
| 4200 54th Ave S | St Petersburg | FL | 33711 | NC | Charities use in their programs | $40,000 | |
| Evan Scholars Foundation -Western Golf Association | |||||||
| 2501 Patriot Blvd | Glenview | IL | 60026 | NC | Charities use in their programs | $1,000 | |
| Florida Aquarium | |||||||
| 701 Channelside Dr | Tampa | FL | 33602 | NC | Charities use in their programs | $5,000 | |
| Florida Council on Economic Education | |||||||
| 501 S Dakota Ave | Tampa | FL | 33606 | NC | Charities use in their programs | $10,000 | |
| Florida CraftsArt | |||||||
| 501 Central Ave | St Petersburg | FL | 33701 | NC | Charities use in their programs | $5,000 | |
| Florida Holocaust Museum | |||||||
| 55 5th St S | St Petersburg | FL | 33701 | NC | Charities use in their programs | $5,000 | |
| Florida Orchestra | |||||||
| 244 2nd Ave N Suite 420 | St Petersburg | FL | 33701 | NC | Charities use in their programs | $40,000 | |
| Florida Sheriffs Youth Ranch | |||||||
| PO Box 2000 | Boys Ranch | FL | 32064 | NC | Charities use in their programs | $3,000 | |
| Florida Wildlife Corridor Foundation | |||||||
| 2606 Fairfield Ave S Bld 7 | St Petersburg | FL | 33712 | NC | Charities use in their programs | $10,000 | |
| Foundation for Excellence in Education | |||||||
| PO Box 10691 | Tallahassee | FL | 32302 | NC | Charities use in their programs | $5,000 | |
| Fredreich's Alaxia Research Alliance | |||||||
| 533 W Uwchlan Ave | Downingtown | PA | 19335 | NC | Charities use in their programs | $5,000 | |
| Friends of Harvard Squash | |||||||
| Murr Center 65 N Harvard St | Boston | MA | 02163 | NC | Charities use in their programs | $2,000 | |
| Friends of Harvard Tennis | |||||||
| Murr Center 65 N Harvard St | Boston | MA | 02163 | NC | Charities use in their programs | $5,000 | |
| Goodwill Industries Inc | |||||||
| 10596 Gandy Blvd | St Petersburg | FL | 33702 | NC | Charities use in their programs | $5,000 | |
| Great Explorations | |||||||
| 1925 4th St N | St Petersburg | FL | 33704 | NC | Charities use in their programs | $5,000 | |
| Harvard Bus School | |||||||
| PO Box 412275 | Boston | MA | 02241 | NC | Charities use in their programs | $250,000 | |
| Harvard College | |||||||
| PO Box 419209 | Boston | MA | 02241 | NC | Charities use in their programs | $10,000 | |
| International Tennis Hall of Fame | |||||||
| 194 Bellevue Ave | Newport | RI | 02840 | NC | Charities use in their programs | $25,000 | |
| John Hopkins All Children's Hospital | |||||||
| PO Box 3142 | St Petersburg | FL | 33731 | NC | Charities use in their programs | $10,000 | |
| Junior Achievement | |||||||
| 13707 North 22nd Street | Tampa | FL | 33613 | NC | Charities use in their programs | $20,000 | |
| Juvenile Diabetes Research | |||||||
| 26 Broadway 14th Floor | New York | NY | 10004 | NC | Charities use in their programs | $5,000 | |
| Mayo Clinic Cure for Cancer | |||||||
| Department of Development Mayo | Albert Lea | MN | 56007 | NC | Charities use in their programs | $2,000 | Clinic PO Box 450 Albert |
| Mayo Clinic for Alzheimer's Research | |||||||
| Department of Development Mayo | Albert Lea | MN | 56007 | NC | Charities use in their programs | $10,000 | Clinic PO Box 450 Albert Lea MN 560 |
| Moffitt Cancer Center | |||||||
| 12902 Magnolia Dr | Tampa | FL | 33612 | NC | Charities use in their programs | $220,000 | |
| Morean Arts Center | |||||||
| 719 Central Ave | St Petersburg | FL | 33701 | NC | Charities use in their programs | $2,500 | |
| Morton Plant Mease Health Care Foundation | |||||||
| 1200 Druid Rd South | Clearwater | FL | 33756 | NC | Charities use in their programs | $10,000 | |
| Muscular Dystrophy Association | |||||||
| PO Box 97075 | Washington | DC | 20090 | NC | Charities use in their programs | $5,000 | |
| Museum of Fine Arts St Petersburg | |||||||
| 255 Beach Dr NE | St Petersburg | FL | 33701 | NC | Charities use in their programs | $25,000 | |
| Museum of New Mexico Foundation | |||||||
| PO Box 2065 | Sante Fe | NM | 87504 | NC | Charities use in their programs | $2,500 | |
| Museum of Science and Industry | |||||||
| Attn Kenyetta White-Johnson 4801 E | Tampa | FL | 33617 | NC | Charities use in their programs | $5,000 | Fowler Ave |
| National Geographic Society | |||||||
| 1145 17th Street NW | Washington | DC | 20036 | NC | Charities use in their programs | $2,000 | |
| Nat'l Cowboy Museum (Cynthia Post Awd Fd) | |||||||
| 1700 NE 63rd St Cynthia Post AWD FD | Oklahoma City | OK | 73111 | NC | Charities use in their programs | $3,000 | |
| OneBlood | |||||||
| 10100 Dr MLK Jr St N | St Petersburg | FL | 33716 | NC | Charities use in their programs | $3,000 | |
| Operation Par | |||||||
| 6655 66th St N | Pinellas Park | FL | 33781 | NC | Charities use in their programs | $5,000 | |
| PARC | |||||||
| 3190 Tyrone Blvd N St Petersburg FL | St Petersburg | FL | 33710 | NC | Charities use in their programs | $15,000 | 33710 |
| Pinellas Education Foundation | |||||||
| 12090 Starkey Rd | Largo | FL | 33773 | NC | Charities use in their programs | $10,000 | |
| Ready for Life (Bud Risser) | |||||||
| c/o Bud Risser 2300 Tall Pines Dr | Largo | FL | 33771 | NC | Charities use in their programs | $10,000 | 100 |
| Ruth Eckerd Hall | |||||||
| 1111 McMullen Booth Rd | Clearwater | FL | 33759 | NC | Charities use in their programs | $15,000 | |
| Salvador Dali Museum | |||||||
| One Dali Blvd | St Petersburg | FL | 33701 | NC | Charities use in their programs | $1,000,000 | |
| Salvation Army | |||||||
| PO Box 2246 | St Petersburg | FL | 33731 | NC | Charities use in their programs | $5,000 | |
| SIFMA Foundation | |||||||
| c/o Melanie Mortimer 120 Broadway | New York | NY | 102710080 | NC | Charities use in their programs | $5,000 | 35th Floor |
| Smithsonian NMAI | |||||||
| PO Box 23473 | Washington | DC | 20090 | NC | Charities use in their programs | $2,500 | |
| Spring of Tampa Bay | |||||||
| PO Box 5147 | Tampa | FL | 33675 | NC | Charities use in their programs | $5,000 | |
| St Anthony's Hospital Foundation | |||||||
| 1200 7th Ave N | St Petersburg | FL | 33701 | NC | Charities use in their programs | $20,000 | |
| St Petersburg College Foundation | |||||||
| PO Box 13489 | St Petersburg | FL | 33733 | NC | Charities use in their programs | $5,000 | |
| St Petersburg Free Clinic | |||||||
| 863 3rd Ave N | St Petersburg | FL | 33701 | NC | Charities use in their programs | $5,000 | |
| Stetson University College of Law | |||||||
| 1401 61st St S | Gulfport | FL | 33707 | NC | Charities use in their programs | $10,000 | |
| STRAZ Tampa Bay Performing Arts | |||||||
| 1010 N Macinnes Pl | Tampa | FL | 33602 | NC | Charities use in their programs | $15,000 | |
| Suncoast Hospice Foundation | |||||||
| 5771 Roosevelt Blvd | Clearwater | FL | 33760 | NC | Charities use in their programs | $5,000 | |
| Tampa General Hospital Foundation | |||||||
| PO Box 1289 | Tampa | FL | 33601 | NC | Charities use in their programs | $20,000 | |
| Tampa Museum of Art | |||||||
| Cornelia Corbett Center 120 West | Tampa | FL | 33602 | NC | Charities use in their programs | $10,000 | Gasparilla Plaza |
| Team USA USOPF | |||||||
| PO Box 6094 | Albert Lea | MN | 56007 | NC | Charities use in their programs | $5,000 | |
| Tennis Foundation of St Petersburg | |||||||
| 650 18th Ave S | St Petersburg | FL | 33705 | NC | Charities use in their programs | $25,000 | |
| Trashmasters | |||||||
| PO Box 6200 | Snowmass Village | FL | 81615 | NC | Charities use in their programs | $2,500 | |
| United Way | |||||||
| 5201 W Kennedy Blvd Suite 600 | Tampa | FL | 33609 | NC | Charities use in their programs | $150,000 | |
| USTA Tennis & Educ Fdtn | |||||||
| 70 W Red Oak Ln | White Plains | NY | 10604 | NC | Charities use in their programs | $10,000 | |
| WEDU | |||||||
| 1300 North Blvd | Tampa | FL | 33607 | NC | Charities use in their programs | $5,000 | |
| Wellesley College | |||||||
| 106 Central St | Wellesley | MA | 02481 | NC | Charities use in their programs | $10,000 | |
| Women's Leadership Alliance | |||||||
| Raymond James Trust PO Box 23559 | St Petersburg | FL | 33742 | NC | Charities use in their programs | $10,000 | |
| Wounded Warrior Project | |||||||
| 4899 Belfrt Rd Suite 300 | Jacksonville | FL | 32256 | NC | Charities use in their programs | $5,000 | |
| WUSF | |||||||
| 4202 E Fowler Ave TVB100 | Tampa | FL | 33620 | NC | Charities use in their programs | $5,000 | |
| YMCA | |||||||
| 600 1st Ave N Ste 201 | St Petersburg | FL | 33701 | NC | Charities use in their programs | $5,000 | |
| Zoo Tampa at Lowry Park | |||||||
| 1101 W Sligh Ave | Tampa | FL | 33604 | NC | Charities use in their programs | $5,000 | |
| BayFront Health Foundation | |||||||
| 744 6th Ave S | St Petersburg | FL | 33701 | NC | Charities use in their programs | $20,000 | |
| Memorial Sloan Kettering | |||||||
| 1275 York Ave | New York | NY | 10065 | NC | Charities use in their programs | $5,000 | |
| Friends of Raymond James | |||||||
| 880 Carillon Parkway | St Petersburg | FL | 33716 | NC | Charities use in their programs | $25,000 | |
| Hall of Famer Health Care - ITHOF | |||||||
| 194 Bellevue Ave | Newport | RI | 02840 | NC | Charities use in their programs | $2,000 | |
| LARC | |||||||
| 3190 Tyrone Blvd N | St Petersburg | FL | 33710 | NC | Charities use in their programs | $1,000 | |
| Poynter Foundation | |||||||
| 801 3rd St | St Petersburg | FL | 33701 | NC | Charities use in their programs | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,617,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,793 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $856,518 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,301,824 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,164,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,164,135 | 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 | Thomas James | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 Carillon Parkway | AddressLine1Txt |
| City | St Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,137,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 150,000 Shares Raymond James Financial | NoncashPropertyDesc |
| Fair Market Value | $22,137,000 | FairMarketValueAmt |
| Received | 2025-05-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation | CategoryTxt |
| Amt | $10,775 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Raymond James Financial | $22,392,393 | $26,039,669 |
| RJ AC 6478 Investments-Detail Available Upon Request | $14,299,020 | $15,251,560 |
| RJ AC 0327 Investments- Detail Available Upon Request | $1,277,570 | $1,403,647 |
| RJ AC 5086 Investments-Detail Available Upon Request | $1,950,997 | $3,782,624 |
| RJ AC V224 Investments-Detail Available Upon Request | $43 | $45 |
| RJ AC C004 Investments-Detail Available Upon Request | $371,017 | $524,601 |
| RJ AC J845 Investments-Detail Available Upon Request | $357,870 | $556,041 |
| US BANK 2502 Investments-Detail Available Upon Request | $1,095,121 | $1,602,539 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividends in transit | Desc |
| BOY Book Value | $7,579 | BOYBookValueAmt |
| EOY Book Value | $574 | EOYBookValueAmt |
| EOYFMV | $574 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| State filing fees | $61 | $0 | $0 |
| Miscellaneous administrative expense | $2,052 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $52,000 | Amt |
| Net Investment Income | $52,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign income taxes | $156 | $156 | $0 |
| Taxes on investment income | $34,925 | $0 | $0 |
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