JAMES J PALLOTTA CHARITABLE TRUST

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Cite this

Plain text JAMES J PALLOTTA CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/james-j-pallotta-charitable-trust-223208194. Retrieved 2026-11-08.

APA furp.org. (n.d.). JAMES J PALLOTTA CHARITABLE TRUST [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 8, 2026, from https://furp.org/org/james-j-pallotta-charitable-trust-223208194

MLA “JAMES J PALLOTTA CHARITABLE TRUST.” furp.org, tax years 2020–2024, https://furp.org/org/james-j-pallotta-charitable-trust-223208194. Accessed 8 Nov. 2026.

Retrieved 2026-11-08; covers tax years 2020–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990PF · revenue $2.0M · expenses $2.0M · assets $5.9M

EIN
22-3208194
Address
C/O LARRY LESTER 180 ASH STREET, WESTON, MA 02493-0000
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) inferred (by a small language model from the name and 990 text, confidence 0.80; not an IRS classification)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
March 1993 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
James J Pallotta TRUSTEE2020-2024 0 $0 reported 1
Kimberly S Pallotta TRUSTEE2020-2024 0 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J PALLOTTA TRUSTEE0 $0-$0 $01
KIMBERLY S PALLOTTA TRUSTEE0 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J PALLOTTA TRUSTEE1 $0-$0 $01
KIMBERLY S PALLOTTA TRUSTEE1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J PALLOTTA TRUSTEE1 $0-$0 $01
KIMBERLY S PALLOTTA TRUSTEE1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J PALLOTTA TRUSTEE1 $0-$0 $01
KIMBERLY S PALLOTTA TRUSTEE1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J PALLOTTA TRUSTEE < 1 HR0 $0-$0 $01
KIMBERLY S PALLOTTA TRUSTEE < 1 HR0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 20 grants to organizations · $1.9M
2023 · 22 grants to organizations · $2.1M
2022 · 22 grants to organizations · $2.0M

Listed grants add up to $1,993,712; the return's “grants paid” expense line says $2,027,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 21 grants to organizations · $4.8M
2020 · 4 grants to organizations · $2.1M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $1.6M
#ContributorTypeCity, stateTotalNoncashSource
1 James J Pallotta Person MIAMI BEACH, FL $1,554,815$1,554,815 Form 990PF Sch. B, 2024 · filing
2022 · 1 contributor · $1.3M
#ContributorTypeCity, stateTotalNoncashSource
1 James J Pallotta Person MIAMI BEACH, FL $1,339,461$1,339,461 Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $775K
#ContributorTypeCity, stateTotalNoncashSource
1 James J Pallotta Person MIAMI BEACH, FL $774,649$769,648 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $14.8M
#ContributorTypeCity, stateTotalNoncashSource
1 James J Pallotta Person MIAMI BEACH, FL $14,779,487$14,771,452 Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$2,022,908$1,956,234 $5,852,290$5,852,290 $1,554,815- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$91,336$2,158,802 $6,259,938$6,259,938 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$2,661,735$2,100,509 $8,327,404$8,327,404 $1,339,461- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,565,431$5,018,224 $9,088,980$9,088,980 $774,649- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$29,665,080$2,083,035 $13,254,645$13,254,645 $14,779,487- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (46)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JAMES I FREEMAN CHARITABLE TRUSTARA01 $2,725,814$335,794 Foundation Mgr.$0 Similar name, revenue within 2x
PARK CHARITABLE TRUSTNYT20 $1,025,728$516,165 TRUSTEE$0 Similar name, revenue within 2x
JAMES M RABB CHARITABLE TRUSTMAT22 $638,587$583,749 TRUSTEE$0 Similar name, revenue within 5x, same state
JAMPART CHARITABLE TRUSTMANot reported $5,718,396$3,772,432 TRUSTEE$0 Similar name, revenue within 5x, same state
JAMES W CARELL CHARITABLE TRUSTTNT20 $617,966$1,236,221 Trustee$0 Similar name, revenue within 5x
JAMES ARTHUR RAE CHARITABLE TRUSTAZT22 $959,953$748,253 TRUSTEE$101,527 Similar name, revenue within 5x
JAMES DONALD ORR CHARITABLE TRUSTMOT20 $546,749$193,395 TRUSTEE$32,211 Similar name, revenue within 5x
PAINE CHARITABLE TRUSTTXNot reported $601,583$311,803 TRUSTEE,$63,528 Similar name, revenue within 5x
JAMES L WISE CHARITABLE TRUSTPAT20 $282,316$61,381 TRUSTEE$56,352 Similar name, revenue within 10x
JAMES E HOYLE CHARITABLE TRUSTMONot reported $274,903$237,786 TRUSTEE$55,278 Similar name, revenue within 10x
JAMES & SALLYE JUDE CHARITABLE TRUSTFLP20 $327,017$340,419 CO-TRUSTEE$0 Similar name, revenue within 10x
JAMES M STOCKMAN CHARITABLE TRUSTMDNot reported $15,745,670$602,045 TRUSTEE$1,500 Similar name, revenue within 10x
J A G A CHARITABLE TRUSTFLNot reported $274,983$180,853 Treasurer$0 Similar name, revenue within 10x
JAMES H GUILBEAU JR CHARITABLE TRUSTLAB11 $393,119$454,851 CO-TRUSTEE$0 Similar name, revenue within 10x
James & Roslyn Marks Charitable TrustILNot reported $231,042$90,026 Trustee$0 Similar name, revenue within 10x
JAMES LUDKE CHARITABLE TRUSTAZNot reported $108,976$123,090 MANAGER$0 Similar name, revenue differs more than 10x
JAMES H THARP CHARITABLE TRUSTTNNot reported $90,584$84,147 Trustee$19,472 Similar name, revenue differs more than 10x
JAMES SANDERS CHARITABLE TRUSTOHT22 $132,933$84,513 TRUSTEE$17,141 Similar name, revenue differs more than 10x
JAMES F JACKSON CHARITABLE TRUSTOHNot reported $87,965$553,029 TRUSTEE$6,742 Similar name, revenue differs more than 10x
JAMES R BONDS CHARITABLE TRUSTNCNot reported $4,197$9,612 TRUSTEE$1,200 Similar name, revenue differs more than 10x
J C CHARITABLE TRUSTAZNot reported $6,385$6,385 Trustee$0 Similar name, revenue differs more than 10x
DOUGLAS C JAMES CHARITABLE TRUSTNYNot reported $183,242$149,845 PRESIDENT & SECRETARY$0 Similar name, revenue differs more than 10x
JAMES ATKINSON CHARITABLE TRUSTILNot reported $36,995$35,985 TRUSTEE$10,336 Similar name, revenue differs more than 10x
L JAMES ECKELS CHARITABLE TRUSTMOT22 $33,767$21,295 TRUSTEE$5,080 Similar name, revenue differs more than 10x
JAMES R JOHNSON CHARITABLE TRUSTIANot reported $5,582$113,976 CO TRUSTEE$0 Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 46 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
DONOR ADVISED CHARITABLE GIVING $65,978,3062 1DAF sponsor2015–2016 THE JAMES FAMILY CHARITABLE TRUST
VANGUARD CHARITABLE ENDOWMENT PROGRAM $50,094,9983 1DAF sponsor2022–2024 THE JAMES FAMILY CHARITABLE TRUST
THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA INC $118,5005 1DAF sponsor2023–2024 J A G A CHARITABLE TRUST
SOUTHWEST SAFETY TRAINING ALLIANCE INC $15,0001 1Private foundation2020–2020 JAMES SCOTTY CUMMINGS CHARITABLE TRUST
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC $10,0001 1DAF sponsor2024–2024 J A G A CHARITABLE TRUST
THE US CHARITABLE GIFT TRUST $5,5001 1DAF sponsor2024–2024 J A G A CHARITABLE TRUST
BANK OF AMERICA CHARITABLE FOUNDATION INC $501 1Private foundation2019–2019 J A G A CHARITABLE TRUST

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $1,956,234 spent · pay $0 · grants $1,880,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,880,000 96.1%
Other expenses $57,883 3.0%
Fees: accounting $9,708 0.5%
Taxes $5,000 0.3%
Interest $3,643 0.2%
Total$1,956,234100%

View the filing

2023 · Form 990PF · $2,158,802 spent · pay $0 · grants $2,095,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,095,500 97.1%
Other expenses $59,672 2.8%
Interest $2,130 0.1%
Taxes $1,500 0.1%
Total$2,158,802100%

View the filing

2022 · Form 990PF · $2,100,509 spent · pay $0 · grants $2,027,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,027,500 96.5%
Other expenses $45,462 2.2%
Taxes $20,000 1.0%
Fees: accounting $5,300 0.3%
Interest $2,247 0.1%
Total$2,100,509100%

View the filing

2021 · Form 990PF · $5,018,224 spent · pay $0 · grants $4,793,314 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,793,314 95.5%
Taxes $218,910 4.4%
Fees: accounting $5,000 0.1%
Other expenses $1,000 0.0%
Total$5,018,224100%

View the filing

2020 · Form 990PF · $2,083,035 spent · pay $0 · grants $2,075,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,075,000 99.6%
Fees: accounting $7,500 0.4%
Taxes $500 0.0%
Other expenses $35 0.0%
Total$2,083,035100%

View the filing

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