The Harold James Family Trust
- Assets
- $64.1m
- Revenue
- -$837.6k
- Investments
- $8.3m
- Employees
- 0
- Location
- Prescott, AZ
- Founding
- 02/1986
- Data as of
- 12/2022
- EIN
- 86-6158195
Organization Overview
The Harold James Family Trust is located in Prescott, AZ. The organization was established in 1986. According to its NTEE Classification (T23) the organization is classified as: Private Operating Foundations, 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. Harold James Family Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2015, Harold James Family Trust has awarded 149 individual grants totaling $4,633,453. 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.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
NEW MEXICO STATE UNIVERSITY FOUNDATION-PLEDGE $125,000
HERITAGE PARK ZOOLOGICAL SANCTUARY-PARKING LOT PLEDGE $80,000
ARIZONA PHILHARMONIC INC-SPONSORSHIP $60,000
HIGHLANDS CENTER FOR NATURAL HISTORY-JOINT MEMBERSHIP PROGRAM$30,000
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ronald E James President/treas | 40 | $98,000 | |
Robert B James Secretary | 1 | $0 | |
Laura H James Director | 1 | $0 | |
Jennifer James Martin Secretary | 1 | $0 | |
Ryan C James Director | 1 | $0 | |
Jonathan D Martin Executive | 40 | $156,016 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $224,463 |
| Dividends & Interest | $112,501 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$1,147,854 |
| Capital Gain Net Income | $6,120 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$26,752 |
| Total Revenue | -$837,642 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $98,000 |
| Other employee salaries and wages | $322,649 |
| Pension plans, employee benefits | $0 |
| Interest | $6,975 |
| Taxes | $47,196 |
| Depreciation | $138,490 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $445,772 |
| Total operating and administrative expenses | $1,510,145 |
| Contributions, gifts, grants paid | $463,899 |
| Total expenses and disbursements | $1,974,044 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,482,025 |
| Savings and temporary cash investments | $0 |
| 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 | $5,925,000 |
| Inventories for sale or use | $1,900 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,493,236 |
| Net Land, buildings, and equipment | $45,415,294 |
| Other assets | $0 |
| Total assets | $64,093,713 |
| 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 | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Harold James Family Trust has awarded $463,899 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
HIGHLAND CENTER FOR NATURAL HISTORY PURPOSE: MEMBERSHIP MATCHING AND WANDER THE WILDS PROGRAM | $30,000 |
HERITAGE PARK ZOO PURPOSE: MEMBERSHIP MATCH GRANTS | $80,000 |
PRESCOTT FARMERS MARKET PURPOSE: PLEDGE/SPONSORSHIP | $10,000 |
BOYS GIRLS CLUB OF CENTRAL AZ PURPOSE: DANCING FOR THE STARS SPONSOR | $15,000 |
YAVAPAI COLLEGE FOUNDATION PURPOSE: COMMUNITY HEALTH CARE SCHOLARSHIPS | $17,860 |
PRESCOTT UNIFIED SD EDUCATION FOUND PURPOSE: ANNUAL SPONSOR | $10,000 |