James R Bonds Charitable Trust

Foundation · Grantmaker Winstonsalem, NC EIN: 57-6150019

James R Bonds Charitable Trust is a private foundation, based in Winstonsalem, NC. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $84K in total assets. In 2022, it awarded 2 grants totaling $7K. Net investment income was $1K.

Key facts about James R Bonds Charitable Trust

EIN
57-6150019
Latest 990 filing
Form 990-PF, 2022
Annual giving (2022)
$6,600
Grants made (2022)
2
Average grant
$3,300
Median grant
$3,300
Total assets
$84,366
Primary geography
South Carolina (91% of itemized 2022 grant dollars)

Data from IRS Form 990-PF, 2022; updated September 2026.

How James R Bonds Charitable Trust gives

  • In 2022 it paid out 129% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

$84K

-6.0% YoY

Annual Giving

$7K

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$3K

+0.0% YoY

Under IRS private-foundation payout rules, James R Bonds Charitable Trust reported a distributable amount of $5K for 2022 — the minimum it must pay out in qualifying distributions.

About James R Bonds Charitable Trust

Based on IRS filings

James R Bonds Charitable Trust is a private foundation, based in Winstonsalem, NC. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $84K in total assets. In 2022, it awarded 2 grants totaling $7K. Net investment income was $1K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 2 itemized 2022 grant dollars.

Cities

CharlestonOklahoma City

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3K$7K$10K$13K202020212022
Metric202220212020
Total Assets$84,366$89,787$92,850
Revenue$4,197$6,843$4,658
Expenses$9,612$9,899$12,053
Qualifying Distributions$6,600$6,600—
Net Investment Income$1,185$3,544—
Distributable Amount$5,132$5,806$5,343

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2022

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$7K2 grants20202 grants20212 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2022

Mt Zion Ame Church: $6KMt Zion Ame Church$6KAmerican Cancer Society: $600American Cancer Society$600

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest recipients include Mt Zion Ame Church ($6,000), American Cancer Society ($600).

RecipientPurposeAmount
MT ZION AME CHURCH Charleston, SCTO ASSIST IN CHARITABLE PURPOSE$6,000
AMERICAN CANCER SOCIETY Oklahoma City, OKTO ASSIST IN CHARITABLE PURPOSE$600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

Theodore L Collier — Trustee: $1KTheodore L CollierTrustee$1K

From 2022 IRS filing

NameTitleHoursCompensation
Theodore L CollierTrustee2$1,200

Frequently Asked Questions

How large is James R Bonds Charitable Trust?

As of 2022, James R Bonds Charitable Trust holds $84K in total assets with $4K in annual revenue. It awarded 2 grants totaling $7K in 2022.

Where does James R Bonds Charitable Trust operate?

James R Bonds Charitable Trust has awarded grants in Oklahoma, South Carolina.

What size grants does James R Bonds Charitable Trust award?

In 2022, James R Bonds Charitable Trust awarded 2 grants totaling $7K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is James R Bonds Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, James R Bonds Charitable Trust reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James R Bonds Charitable Trust's EIN?

James R Bonds Charitable Trust's EIN (Employer Identification Number) is 57-6150019. IRS Form 990 filing data is available on this page for 2020–2022.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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