JAMES FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMES FOUNDATION INC (EIN 45-2195649)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202621179349101907
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T20:32:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2026-04-14 | 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 | $20,391,518 | 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 | $3,238,926 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $442,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,420,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,114,446 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,420,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,101,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,862,561 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,115 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $109,115 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $32,596 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $32,596 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,636 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,636 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,323 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,323 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $487 | 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 | $32,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,239 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $357,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $199,711 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,862,007 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,862,007 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,219,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,061,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,117,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,816,751 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,551 | CashBOYAmt |
| Cash EOY | $17,741 | CashEOYAmt |
| Cash EOYFMV | $17,741 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $624,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $248,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $248,600 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,290,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,961,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,649,013 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,509,458 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,158,355 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,243,478 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,789,917 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $557,231 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,291,926 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,232,686 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,232,686 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,736,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,618,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,391,518 | 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 | $13,736,313 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,618,420 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,736,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,618,420 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,736,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,618,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,736,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,117,893 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,618,420 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,618,420 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $7,114,446 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,694,320 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,420,126 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,420,126 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,420,126 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,153 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,153 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,662 | 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 | $28,662 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,491 | TaxDueAmt |
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 |
|---|---|---|---|---|---|---|---|---|
| KENDRA KLINK | ||||||||
| PO BOX 606 | AUBURN | IN | 46706 | EXECUTIVE DIRECTOR | 40.00 | $109,115 | $0 | $0 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $17,505,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $586,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,092,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,092,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,820,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $891,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $891,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,153 | TotalTaxAmt |
| Distributable Before Adj | $851,890 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $851,890 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $851,890 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,061,718 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,061,718 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $851,890 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,382,602 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,160,450 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,911,392 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,713,658 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,826,092 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,994,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,061,718 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $851,890 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,209,828 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,204,022 | 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 | $4,382,602 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,821,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,160,450 | ExcessFromYear4Amt |
| Excess From Year3 | $9,911,392 | ExcessFromYear3Amt |
| Excess From Year2 | $10,713,658 | ExcessFromYear2Amt |
| Excess From Year1 | $10,826,092 | ExcessFromYear1Amt |
| Excess From Current Year | $8,209,828 | 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 | STUDENTS GRADUATING FROM A DEKALB COUNTY, INDIANA, HIGH SCHOOL ARE INVITED TO APPLY FOR ONE OF THE SCHOLARSHIPS OFFERED BY THE JAMES FOUNDATION. SCHOLARSHIP OPPORTUNITIES INCLUDE ONE FOUR-YEAR AND ONE TWO-YEAR, RENEWABLE SCHOLARSHIP IS AVAILABLE TO EACH HIGH SCHOOL WITH A VALUE OF $5,000 PER YEAR ($2,500 PER SEMESTER). SCHOLARS MUST MAINTAIN A 3.2 ON A 4.0 SCALE IN THE MAJOR COURSE OF STUDY, AND AN OVERALL GPA EQUIVALENT TO 3.0 ON A 4.0 SCALE BY THE END OF EACH ACADEMIC YEAR. SCHOLARS MUST SUBMIT GRADES AND UPCOMING SEMESTER SCHEDULED EACH SEMESTER. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL CARLSON - PURDUE UNIVERSITY | ||||||||
| OFFICE OF BURSAR SCHLEMAN HALL - | ROOM 305 475 STADIUM MALL DRIVE | WEST LAFAYETTE | IN | 47907 | NONE | I | SCHOLARSHIP | $5,000 |
| ALEX LEON - INDIANA UNIVERSITY BLOO | ||||||||
| OFFICE OF THE BURSAR POPLARS | BUILDING 400 EAST 7TH STREET | BLOOMINGTON | IN | 46405 | NONE | I | SCHOLARSHIP | $7,500 |
| ALI OHELMACHER - UNIVERSITY OF SAIN | ||||||||
| FINANCIAL AID OFFICE 2701 SPRING | STREET | FORT WAYNE | IN | 46808 | NONE | I | SCHOLARSHIP | $2,500 |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 50 E 91ST ST SUITE 100 | INDIANAPOLIS | IN | 46142 | NONE | PC | OPERATIONAL SUPPORT | $200,000 | |
| ARTS UNITED | ||||||||
| 300 EAST MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PC | ARTS RESILIENCY FUND | $100,000 | |
| 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 | |
| BAYLEE DOSTER - TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIP | $5,000 |
| BAYLIE DONALDSON - INDIANA UNIVERSI | ||||||||
| IU FORT WAYNE PAYMENT CENTER P O | BOX 6020 | INDIANAPOLIS | IN | 46206 | NONE | I | SCHOLARSHIP | $7,500 |
| BREYTDEN WEICHT - PENN FOSTER | ||||||||
| B2B AR TEAM 200 HICKORY STREET | SCRENTON | PA | 48505 | NONE | I | SCHOLARSHIP | $5,000 | |
| BRIDGE OF GRACE | ||||||||
| 5102 GAYWOOD DRIVE | FORT WAYNE | IN | 46806 | N/A | PC | HOPE UNLEASED CAPITAL CAMPAIGN | $100,000 | |
| 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 | $7,500 |
| CANTERBURY SCHOOL | ||||||||
| 5601 COVINGTON RD | FORT WAYNE | IN | 46804 | N/A | GOV | FINE ARTS CAMPAIGN | $1,000,000 | |
| CODY BICKLEY - TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIP | $7,500 |
| 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 | $10,000 | |
| 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 | $7,500 |
| CORBIN WHITE - GLEN OAKS COMMNITY C | ||||||||
| ATTN FINANCIAL AID OFFICE 62249 | SHIMMEL ROAD | CENTREVILLE | MI | 49032 | NONE | I | SCHOLARSHIP | $7,500 |
| 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 COUNTY COURTHOUSE | ||||||||
| 100 MAIN STREET | AUBURN | IN | 46706 | N/A | PC | COURTHOUSE BARRIER WALL | $246,600 | |
| DEKALB HIGH SCHOOL FOUNDATION | ||||||||
| 6424 COUNTY ROAD 427 | WATERLOO | IN | 46793 | N/A | PC | PROFESSIONAL DEVELOPMENT | $2,000 | |
| EARLY CHILDHOOD ALLIANCE | ||||||||
| 516 EAST WAYNE STREET | FORT WAYNE | IN | 46802 | N/A | PC | SPARK A FUTURE SPONSORSHIP | $77,707 | |
| ELMERIA STUTZMAN - TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIP | $7,500 |
| EMMA WELBAUM - UNIVERSITY OF SAINT | ||||||||
| FINANCIAL AID OFFICE 2701 SPRING | STREET | FORT WAYNE | IN | 46808 | NONE | I | SCHOLARSHIP | $7,500 |
| 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 | |
| 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 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 | GENERAL OPERATIONS | $4,000 | |
| FORT WAYNE PHILHARMONIC | ||||||||
| 4901 FULLER DRIVE SUITE 3B | FORT WAYNE | IN | 46835 | N/A | PC | SPONSORSHIP SUPPORT | $37,700 | |
| FORT WAYNE PHILHARMONIC | ||||||||
| 4901 FULLER DRIVE SUITE 3B | FORT WAYNE | IN | 46835 | N/A | PC | MUSIC IS FUNDEMENTAL | $200,000 | |
| 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 | |
| GRACE MCCLAIN - ROCK VALLEY COMMUNI | ||||||||
| FINANCIAL AID OFFICE 3301 NORTH | MULFORD ROAD | ROCKFORD | IL | 61114 | NONE | I | SCHOLARSHIP | $2,500 |
| GROWING LIVES FOUNDATION | ||||||||
| 3320 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | N/A | PC | GENERAL OPERATION | $125,000 | |
| 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 | $7,500 |
| KATE ENGELBERTH - IVY TECH | ||||||||
| BURSARS OFFICE 3800 NORTH ANTHONY | BOULEVARD | FORT WAYNE | IN | 46805 | NONE | I | SCHOLARSHIP | $5,000 |
| KATE'S KART | ||||||||
| 10376 LEO RD | FORT WAYNE | IN | 46825 | N/A | PC | BOOK SUPPORT | $15,000 | |
| KAYLA LEINS - INDIANA UNIVERSITY | ||||||||
| OFFICE OF THE BURSAR POPLARS | BUILDING 400 EAST 7TH STREET | BLOOMINGTON | IN | 46405 | NONE | I | SCHOLARSHIP | $5,000 |
| KENDALLVILLE RESTORATION INC | ||||||||
| 415 KRUEGER ST | KENDALLVILLE | IN | 46755 | N/A | PC | PROGRAMMING / OPERATIONS SUPPORT | $100,000 | |
| KIERSTEN HAYNES - PURDUE UNIVERSITY | ||||||||
| OFFICE OF BURSAR SCHLEMAN HALL - | ROOM 305 475 STADIUM MALL DRIVE | WEST LAFAYETTE | IN | 47907 | NONE | I | SCHOLARSHIP | $5,000 |
| MAD ANTHONY FOUNDATION RED JACKET | ||||||||
| 10214 CHESTNUT PLAZA | FORT WAYNE | IN | 46814 | NONE | PC | OPERATION SUPPORT | $10,000 | |
| MADISON HAYNES - PURDUE UNIVERSITY | ||||||||
| OFFICE OF BURSAR SCHLEMAN HALL - | ROOM 305 475 STADIUM MALL DRIVE | WEST LAFAYETTE | IN | 47907 | NONE | I | SCHOLARSHIP | $7,500 |
| MAKE A WISH FOUNDATION INDIANA | ||||||||
| 6201 CORPORATE DR 100 | INDIANAPOLIS | IN | 46278 | N/A | PC | APPROVED FUTURE GRANT | $10,000 | |
| MAKE A WISH FOUNDATION INDIANA | ||||||||
| 6201 CORPORATE DR 100 | INDIANAPOLIS | IN | 46278 | N/A | PC | WISH SUPPORT - INDIANA | $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 | $125,000 | |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED | $3,000,000 | |
| NEIGHBORHOOD HEALTH | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | OXFORD STREET PROJECT | $200,000 | |
| PBS | ||||||||
| 2501 EAST COLISEUM BOULEVARD | FORT WAYNE | IN | 46805 | N/A | PC | MATCHING CHALLENGE | $10,000 | |
| 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 | |
| SEXUAL ASSAULT TREATMENT CENTER | ||||||||
| 1420 KERRWAY COURT | FORT WAYNE | IN | 46805 | N/A | PC | WARM & COZY SPONSORSHIP | $1,000 | |
| SULLIVAN KESSLER - IU SOUTH BEND | ||||||||
| BURSARS OFFICE 1700 MISHAWAKA | AVENUE | SOUTH BEND | IN | 46634 | NONE | I | SCHOLARSHIP | $2,500 |
| 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 | $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 | |
| TRI KAPPA | ||||||||
| P O BOX 445 | AUBURN | IN | 46706 | N/A | PC | TRIATHALON | $500 | |
| TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | N/A | PC | GOLF OUTING | $8,500 |
| TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | N/A | PC | COLLEGE HEALTH PROFESSIONS | $1,000,000 |
| TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE 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 | $2,500 |
| VINCENT VILLAGE | ||||||||
| 2827 HOLTON AVE | FORT WAYNE | IN | 46806 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $500,000 | |
| 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 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,862,007 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL CARLSON - PURDUE UNIVERSITY | ||||||||
| OFFICE OF BURSAR SCHLEMAN HALL - | ROOM 305 475 STADIUM MALL DRIVE | WEST LAFAYETTE | IN | 47907 | NONE | I | SCHOLARSHIP | $5,000 |
| ALEX LEON - INDIANA UNIVERSITY | ||||||||
| OFFICE OF THE BURSAR POPLARS | BUILDING 400 EAST 7TH STREET | BLOOMINGTON | IN | 46405 | NONE | I | SCHOLARSHIP | $2,500 |
| ALEX LEON - INDIANA UNIVERSITY BLOO | ||||||||
| OFFICE OF THE BURSAR POPLARS | BUILDING 400 EAST 7TH STREET | BLOOMINGTON | IN | 46405 | NONE | I | SCHOLARSHIP | $2,500 |
| ALI OHLEMACHER - UNIVERSITY OF ST F | ||||||||
| FINANCIAL AID OFFICE 2701 SPRING | STREET | FORT WAYNE | IN | 46808 | NONE | I | SCHOLARSHIP | $2,500 |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 50 E 91ST ST SUITE 100 | INDIANAPOLIS | IN | 46142 | N/A | PC | OPERATIONAL SUPPORT | $800,000 | |
| ART'S UNITED | ||||||||
| 303 E MAIN ST | FORT WAYNE | IN | 46802 | N/A | PC | CAPITAL EXPANSION / RENNOVATION | $400,000 | |
| BAYLEE DOSTER - TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIP | $5,000 |
| BAYLIE DONALDSON - INDIANA UNIVERSI | ||||||||
| IU FORT WAYNE PAYMENT CENTER P O | BOX 6020 | INDIANAPOLIS | IN | 46206 | NONE | I | SCHOLARSHIP | $5,000 |
| BREYTDEN WEICHT - PENN FOSTER | ||||||||
| B2B AR TEAM 200 HICKORY STREET | SCRENTON | PA | 48505 | NONE | I | SCHOLARSHIP | $2,500 | |
| BRIDGE OF GRACE | ||||||||
| 5102 GAYWOOD DRIVE | FORT WAYNE | IN | 46806 | N/A | PC | EARLY LEARNING OPERATIONAL SUPPORT | $50,000 | |
| BRIDGE OF GRACE | ||||||||
| 5102 GAYWOOD DRIVE | FORT WAYNE | IN | 46806 | N/A | PC | HOUSING PROJECT | $400,000 | |
| CADEN OSBORN - TAYLOR UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | UPLAND | IN | 46989 | NONE | I | SCHOLARSHIP | $2,500 |
| 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 | $2,000,000 | |
| CODY BICKLEY - TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIP | $5,000 |
| COMMUNITY HARVEST FOOD BANK | ||||||||
| 999 EAST TILLMAN ROAD | FORT WAYNE | IN | 46816 | N/A | PC | PROGRAM AND OPERATIONS SUPPORT | $100,000 | |
| 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 | $1,700,000 | |
| ELMERIA STUTZMAN - TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIP | $2,500 |
| EMMA WELBAUM - UNIVERSITY OF SAINT | ||||||||
| FINANCIAL AID OFFICE 2701 SPRING | STREET | FORT WAYNE | IN | 46808 | NONE | I | SCHOLARSHIP | $2,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 578 GEIGER DRIVE SUITE A1 | ROANOKE | IN | 46783 | N/A | PC | ANNUAL PROGRAMMING SUPPORT | $40,000 | |
| FORT WAYNE PHILHARMONIC | ||||||||
| 4901 FULLER DRIVE SUITE 3B | FORT WAYNE | IN | 46835 | N/A | PC | MUSIC IS FUNDEMENTAL | $600,000 | |
| GARRETT MUSEUM OF ART | ||||||||
| 100 SOUTH RANDOLPH STREET | GARRETT | IN | 46738 | N/A | PC | SPECIAL EXHIBIT / TRAVELING EXHIBIT FUND | $25,000 | |
| HUMANE FORT WAYNE | ||||||||
| 4914 HANNA ST | FORT WAYNE | IN | 46806 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $20,000 | |
| JACQUELYN DAVENPORT - INDIANA WESLE | ||||||||
| OFFICE OF FINANCIAL AID 1886 WEST | 50TH STREET | MARION | IN | 46953 | NONE | I | SCHOLARSHIP | $5,000 |
| KATE ENGELBERTH - IVY TECH | ||||||||
| BURSARS OFFICE 3800 NORTH ANTHONY | BOULEVARD | FORT WAYNE | IN | 46805 | NONE | I | SCHOLARSHIP | $5,000 |
| KAYLA LEINS - INDIANA UNIVERSITY | ||||||||
| OFFICE OF THE BURSAR POPLARS | BUILDING 400 EAST 7TH STREET | BLOOMINGTON | IN | 46405 | NONE | I | SCHOLARSHIP | $2,500 |
| KAYLA LEINS - INDIANA UNIVERSITY | ||||||||
| OFFICE OF THE BURSAR POPLARS | BUILDING 400 EAST 7TH STREET | BLOOMINGTON | IN | 46405 | NONE | I | SCHOLARSHIP | $2,500 |
| KENDALLVILLE RESTORATION INC | ||||||||
| 415 KRUEGER ST | KENDALLVILLE | IN | 46755 | N/A | PC | PROGRAMMING / OPERATIONS SUPPORT | $100,000 | |
| KIERSTEN HAYNES - PURDUE UNIVERSITY | ||||||||
| OFFICE OF BURSAR SCHLEMAN HALL - | ROOM 305 475 STADIUM MALL DRIVE | WEST LAFAYETTE | IN | 47907 | 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 |
| MAKE A WISH FOUNDATION INDIANA | ||||||||
| 6201 CORPORATE DR 100 | INDIANAPOLIS | IN | 46278 | N/A | PC | WISH SUPPORT - INDIANA | $300,000 | |
| 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 | UNRESTRICTED | $125,000 | |
| NEIGHBORHOOD HEALTH | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | OXFORD STREET PROJECT | $600,000 | |
| OAK FARM MONTESSORI | ||||||||
| 502 LEMPER RD | AVILLA | IN | 46710 | N/A | PC | OPERATIONS | $250,000 | |
| QUESTA FOUNDATION | ||||||||
| 6502 CONSTITUTION DRIVE | FORT WAYNE | IN | 46804 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $5,000,000 | |
| THE ARC OF NORTHEAST INDIANA (EASTERSEALS RISE) | ||||||||
| 4919 COLWATER ROAD | FORT WAYNE | IN | 46825 | N/A | PC | ESPORTS / TRINE COLLABORATION | $240,000 | |
| THE BRANDON FOUNDATION | ||||||||
| 3029 E PAULDING RD | FORT WAYNE | IN | 46816 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $200,000 | |
| TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | N/A | PC | COLLEGE HEALTH PROFESSIONS | $2,000,000 |
| TRINE UNIVERSITY | ||||||||
| OFFICE OF STUDENT ACCOUNTS 236 WEST | READE AVENUE | ANGOLA | IN | 46703 | N/A | PC | BOOKS AND BEYOND SCHOLARSHIP | $300,000 |
| VINCENT VILLAGE | ||||||||
| 2827 HOLTON AVE | FORT WAYNE | IN | 46806 | N/A | PC | CAPITAL CAMPAIGN SUPPORT | $1,500,000 | |
| YMCA DEKALB COUNTY | ||||||||
| 533 NORTH ST | AUBURN | IN | 46706 | N/A | PC | OPERATIONS | $2,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $21,817,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,420,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,862,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,862,560 | 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 | $3,238,926 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $738,926 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $31,125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,125 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | 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. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD FUNDS INC | $500,000 | $499,478 |
| FRANKLIN HIGH INCOME TRUST | $275,000 | $279,741 |
| LOOMIS SAYLES FUNDS II | $1,628,143 | $1,642,705 |
| NUVEEN INVT TR V | $268,949 | $287,513 |
| VANGUARD INTERMEDIATE TERM | $1,658,220 | $1,693,369 |
| VANGUARD S-T INVESTMENT GRD FD #539 | $828,043 | $840,672 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC COM | $234,953 | $346,230 |
| COSTCO WHOLESALE CORP. COM | $61,246 | $344,936 |
| LOWES COMPANIES INC COM | $44,721 | $180,870 |
| PEPSICO INC | $129,082 | $215,280 |
| CHEVRON CORPORATION | $108,652 | $228,615 |
| PHILLIPS 66 | $98,889 | $258,080 |
| STATE STREET ENERGY SELECT | $159,250 | $223,550 |
| FIFTH THIRD BANCORP | $48,887 | $140,430 |
| JPMORGAN CHASE & CO | $71,953 | $483,330 |
| VISA INC | $78,331 | $403,317 |
| ABBOTT LABS COM | $48,828 | $187,935 |
| ABBVIE INC | $56,714 | $228,490 |
| AMGEN INC | $111,268 | $245,483 |
| LILLY ELI & CO COM | $49,761 | $725,409 |
| MERCK & CO INC NEW | $111,270 | $252,624 |
| EMERSON ELEC CO | $72,423 | $179,172 |
| HONEYWELL INTL INC | $90,516 | $195,090 |
| SECTOR SPDR TR INDUSTRIAL | $60,738 | $155,120 |
| APPLE INC | $20,074 | $815,580 |
| CISCO SYSTEMS INC COM | $189,085 | $462,180 |
| LAM RESEARCH CORPORATION | $82,378 | $941,490 |
| MICROSOFT CORP COM | $36,500 | $556,163 |
| ORACLE CORP | $92,819 | $536,003 |
| ALPHABET INC CLASS A COMMON STOCK | $48,313 | $626,000 |
| ISHARESTR | $232,652 | $528,000 |
| MFS SER TR XIII | $135,209 | $183,178 |
| MFS SERIES TST I | $226,579 | $326,341 |
| VANGUARD S&P 500 ETF | $887,813 | $3,135,650 |
| VICTORY PORTFOLIOS | $157,715 | $196,459 |
| GOLDMAN SACHS TRUST INTL EQUITY | $214,419 | $348,008 |
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 | $4,044 | $0 | $0 | $4,044 |
| MAINTENANCE AND UTILITIES | $5,809 | $0 | $0 | $0 |
| MARKETING | $2,195 | $0 | $0 | $2,195 |
| OTHER OPERATING EXPENSES | $20,802 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $45,323 | Amt |
| Net Investment Income | $45,323 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES PAID | $26,000 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $487 | $487 | $0 | $0 |
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