Katherinejames Foundation
- Assets
- $57.8m
- Revenue
- $284.8k
- Investments
- $56.0m
- Employees
- 0
- Location
- Dorado, PR
- Founding
- 05/2018
- Data as of
- 12/2021
- EIN
- 66-0888427
Organization Overview
Katherinejames Foundation is located in Dorado, PR. The organization was established in 2018. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Katherinejames Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Katherinejames Foundation generated $284.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (41.8%) each year. All expenses for the organization totaled $2.8m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Katherinejames Foundation has awarded 64 individual grants totaling $5,346,998. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rosemarie T Donovan Director | 0.05 | $0 | |
Jeremy Mcneil President | 10 | $0 | |
Leroy Sisneros Director | 0.05 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $577,783 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $4,339,316 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$292,975 |
| Total Revenue | $284,808 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $2,031 |
| Printing and publications | $0 |
| Other expenses | $2,959 |
| Total operating and administrative expenses | $245,095 |
| Contributions, gifts, grants paid | $2,548,499 |
| Total expenses and disbursements | $2,793,594 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,795,238 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $29,310,402 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $57,831,686 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $400,595 |
| Total liabilities | $400,595 |
Grants Awarded
Over the last fiscal year, Katherinejames Foundation has awarded $2,548,499 in support to 32 organizations.
| Grant Recipient | Amount |
|---|---|
TASIS DORADO EDUCATIONAL FOUNDATION INC PURPOSE: BEE PROJECT AND ATHLETIC FACILITY | $165,000 |
Chicago, IL PURPOSE: UNRESTRICTED | $150,000 |
Napa, CA PURPOSE: UNRESTRICTED | $150,000 |
Reno, NV PURPOSE: UNRESTRICTED | $150,000 |
San Juan, PR PURPOSE: UNRESTRICTED | $150,000 |
Ferndale, MI PURPOSE: OPERATIONS | $150,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Ponce Medical School Foundation Inc Ponce, PR | $11,600,859 | $25,661,618 |
Liga Puertorriquena Contra El Cancer San Juan, PR | $38,669,713 | $26,629,150 |
Universidad Central Del Caribe Inc Bayamon, PR | $35,289,249 | $27,377,681 |
Cooperativa De Ahorro Y Credito Oriental Humacao, PR | $433,041,205 | $23,460,952 |
Centros Sor Isolina Ferre Inc Ponce, PR | $22,315,489 | $16,849,878 |
Corp Serv Med Prim Y Prev De Hatillo Hatillo, PR | $36,236,018 | $21,541,946 |
Caribbean University Bayamon, PR | $48,412,485 | $17,932,008 |
Puerto Rico Legal Services Incorporated San Juan, PR | $18,895,657 | $19,069,485 |
Boys & Girls Clubs Of Puerto Rico Inc Carolina, PR | $20,563,847 | $15,690,113 |
Baldwin School Of Puerto Rico Inc Bayamon, PR | $21,469,124 | $15,474,261 |
Cooperative De Ahorro Y Credito De Barranquitas Barranquitas, PR | $321,931,771 | $17,940,942 |
Alianza Municipal De Servicios Caguas, PR | $4,966,942 | $12,673,262 |