JAMES J PALLOTTA CHARITABLE TRUST
Reduce your risk when donating: see where the money actually goes.
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| James J Pallotta | TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Kimberly S Pallotta | TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
People by year
2024 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J PALLOTTA | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| KIMBERLY S PALLOTTA | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J PALLOTTA | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY S PALLOTTA | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J PALLOTTA | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY S PALLOTTA | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J PALLOTTA | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY S PALLOTTA | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J PALLOTTA | TRUSTEE < 1 HR | 0 | $0 | - | $0 | $0 | 1 |
| KIMBERLY S PALLOTTA | TRUSTEE < 1 HR | 0 | $0 | - | $0 | $0 | 1 |
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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | James J Pallotta | Person | MIAMI BEACH, FL | $1,339,461 | $1,339,461 | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $775K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | James J Pallotta | Person | MIAMI BEACH, FL | $774,649 | $769,648 | Form 990PF Sch. B, 2021 · filing |
2020 · 1 contributor · $14.8M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $2,022,908 | $1,956,234 | $5,852,290 | $5,852,290 | $1,554,815 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $91,336 | $2,158,802 | $6,259,938 | $6,259,938 | $0 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $2,661,735 | $2,100,509 | $8,327,404 | $8,327,404 | $1,339,461 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,565,431 | $5,018,224 | $9,088,980 | $9,088,980 | $774,649 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| JAMES I FREEMAN CHARITABLE TRUST | AR | A01 | $2,725,814 | $335,794 | Foundation Mgr. | $0 | Similar name, revenue within 2x |
| PARK CHARITABLE TRUST | NY | T20 | $1,025,728 | $516,165 | TRUSTEE | $0 | Similar name, revenue within 2x |
| JAMES M RABB CHARITABLE TRUST | MA | T22 | $638,587 | $583,749 | TRUSTEE | $0 | Similar name, revenue within 5x, same state |
| JAMPART CHARITABLE TRUST | MA | Not reported | $5,718,396 | $3,772,432 | TRUSTEE | $0 | Similar name, revenue within 5x, same state |
| JAMES W CARELL CHARITABLE TRUST | TN | T20 | $617,966 | $1,236,221 | Trustee | $0 | Similar name, revenue within 5x |
| JAMES ARTHUR RAE CHARITABLE TRUST | AZ | T22 | $959,953 | $748,253 | TRUSTEE | $101,527 | Similar name, revenue within 5x |
| JAMES DONALD ORR CHARITABLE TRUST | MO | T20 | $546,749 | $193,395 | TRUSTEE | $32,211 | Similar name, revenue within 5x |
| PAINE CHARITABLE TRUST | TX | Not reported | $601,583 | $311,803 | TRUSTEE, | $63,528 | Similar name, revenue within 5x |
| JAMES L WISE CHARITABLE TRUST | PA | T20 | $282,316 | $61,381 | TRUSTEE | $56,352 | Similar name, revenue within 10x |
| JAMES E HOYLE CHARITABLE TRUST | MO | Not reported | $274,903 | $237,786 | TRUSTEE | $55,278 | Similar name, revenue within 10x |
| JAMES & SALLYE JUDE CHARITABLE TRUST | FL | P20 | $327,017 | $340,419 | CO-TRUSTEE | $0 | Similar name, revenue within 10x |
| JAMES M STOCKMAN CHARITABLE TRUST | MD | Not reported | $15,745,670 | $602,045 | TRUSTEE | $1,500 | Similar name, revenue within 10x |
| J A G A CHARITABLE TRUST | FL | Not reported | $274,983 | $180,853 | Treasurer | $0 | Similar name, revenue within 10x |
| JAMES H GUILBEAU JR CHARITABLE TRUST | LA | B11 | $393,119 | $454,851 | CO-TRUSTEE | $0 | Similar name, revenue within 10x |
| James & Roslyn Marks Charitable Trust | IL | Not reported | $231,042 | $90,026 | Trustee | $0 | Similar name, revenue within 10x |
| JAMES LUDKE CHARITABLE TRUST | AZ | Not reported | $108,976 | $123,090 | MANAGER | $0 | Similar name, revenue differs more than 10x |
| JAMES H THARP CHARITABLE TRUST | TN | Not reported | $90,584 | $84,147 | Trustee | $19,472 | Similar name, revenue differs more than 10x |
| JAMES SANDERS CHARITABLE TRUST | OH | T22 | $132,933 | $84,513 | TRUSTEE | $17,141 | Similar name, revenue differs more than 10x |
| JAMES F JACKSON CHARITABLE TRUST | OH | Not reported | $87,965 | $553,029 | TRUSTEE | $6,742 | Similar name, revenue differs more than 10x |
| JAMES R BONDS CHARITABLE TRUST | NC | Not reported | $4,197 | $9,612 | TRUSTEE | $1,200 | Similar name, revenue differs more than 10x |
| J C CHARITABLE TRUST | AZ | Not reported | $6,385 | $6,385 | Trustee | $0 | Similar name, revenue differs more than 10x |
| DOUGLAS C JAMES CHARITABLE TRUST | NY | Not reported | $183,242 | $149,845 | PRESIDENT & SECRETARY | $0 | Similar name, revenue differs more than 10x |
| JAMES ATKINSON CHARITABLE TRUST | IL | Not reported | $36,995 | $35,985 | TRUSTEE | $10,336 | Similar name, revenue differs more than 10x |
| L JAMES ECKELS CHARITABLE TRUST | MO | T22 | $33,767 | $21,295 | TRUSTEE | $5,080 | Similar name, revenue differs more than 10x |
| JAMES R JOHNSON CHARITABLE TRUST | IA | Not 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).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING | $65,978,306 | 2 | 1 | DAF sponsor | 2015–2016 | THE JAMES FAMILY CHARITABLE TRUST |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | $50,094,998 | 3 | 1 | DAF sponsor | 2022–2024 | THE JAMES FAMILY CHARITABLE TRUST |
| THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA INC | $118,500 | 5 | 1 | DAF sponsor | 2023–2024 | J A G A CHARITABLE TRUST |
| SOUTHWEST SAFETY TRAINING ALLIANCE INC | $15,000 | 1 | 1 | Private foundation | 2020–2020 | JAMES SCOTTY CUMMINGS CHARITABLE TRUST |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | $10,000 | 1 | 1 | DAF sponsor | 2024–2024 | J A G A CHARITABLE TRUST |
| THE US CHARITABLE GIFT TRUST | $5,500 | 1 | 1 | DAF sponsor | 2024–2024 | J A G A CHARITABLE TRUST |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | $50 | 1 | 1 | Private foundation | 2019–2019 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,956,234 | 100% |
2023 · Form 990PF · $2,158,802 spent · pay $0 · grants $2,095,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $2,158,802 | 100% |
2022 · Form 990PF · $2,100,509 spent · pay $0 · grants $2,027,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $2,100,509 | 100% |
2021 · Form 990PF · $5,018,224 spent · pay $0 · grants $4,793,314 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $5,018,224 | 100% |
2020 · Form 990PF · $2,083,035 spent · pay $0 · grants $2,075,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $2,083,035 | 100% |
Comments