James R Bonds Charitable Trust

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.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

$84K

-6.0% YoY

Annual Giving

$7K

+0.0% YoY

Grant Count

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

South Carolina $18K (91%)

Oklahoma $2K (9%)

States

Oklahoma South Carolina

Cities

CharlestonOklahoma City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2022

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
AMERICAN CANCER SOCIETY OKLAHOMA CITY, OK	TO ASSIST IN CHARITABLE PURPOSE	$600
MT ZION AME CHURCH CHARLESTON, SC	TO ASSIST IN CHARITABLE PURPOSE	$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
THEODORE L COLLIER	TRUSTEE	2	$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.