The George and Karen James Family Founda
The George and Karen James Family Founda is a private foundation, based in Jackson, WY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $449K in total assets. In 2025, it awarded 6 grants totaling $62K. Net investment income was $34K.
Key facts about The George and Karen James Family Founda
In short: The George and Karen James Family Founda gave $62K across 6 grants in 2025 (avg $10K), top state Oregon. Source: 2025 IRS Form 990-PF.
- EIN
- 20-5020427
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $62,000
- Grants made (2025)
- 6
- Average grant
- $10,333
- Median grant
- $7,500
- Total assets
- $448,736
- Primary geography
- Oregon (40% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$449K
-7.4% YoY
Annual Giving
$62K
+125.5% YoY
Grant Count
6
+100.0% YoY
Avg Grant Size
$10K
+12.7% YoY
Under IRS private-foundation payout rules, The George and Karen James Family Founda reported a distributable amount of $58K for 2025 — the minimum it must pay out in qualifying distributions.
How The George and Karen James Family Founda gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $28K (2024) to $239K (2019). In 2025 it made 6 grants totaling $62K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Reed College ($25K). Together the top 5 received $62K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 35 grants of 36 (97%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Reed College Portland, OR | Charitable | $25,000 |
| Roseback Museum & Library Philadelphia, PA | Charitable | $20,000 |
| Everglades School Palmetto Bay, FL | Charitable | $10,000 |
| The Community Foundation of Jackson Hole Jackson, WY | Charitiable | $5,000 |
| Roseback Museum & Library Philadelphia, PA | Charitable | $1,500 |
| Greenwich Chaplaincy Svc Greenwich, CT | Charitable | $500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $448,736 | $484,404 | $391,566 |
| Revenue | $36,624 | $138,632 | $32,854 |
| Expenses | $72,292 | $45,796 | $161,768 |
| Qualifying Distributions | $66,825 | $41,725 | $161,050 |
| Net Investment Income | $34,227 | $135,561 | $31,434 |
| Distributable Amount | $58,222 | $53,187 | $45,473 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 20, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 17, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 3, 2024)
Leadership & Key People
Officers and directors from IRS filings
The George and Karen James Family Founda is led by George M. James, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
George M. James
President
On filings since 2019
No compensation reported
Karen M. Flannery James
Secretary
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The George and Karen James Family Founda
How much does The George and Karen James Family Founda give each year?
The George and Karen James Family Founda gave $62K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 3 grants.
What is The George and Karen James Family Founda's typical grant size?
The George and Karen James Family Founda's median grant in 2025 was $7,500, and its average grant was $10,333, across 6 grants on its 2025 IRS Form 990-PF.
Where does The George and Karen James Family Founda give grants?
The George and Karen James Family Founda's top state is Oregon, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Pennsylvania (35%) and Florida (16%). The most frequent recipient cities were Philadelphia, PA (2 grants).
Does The George and Karen James Family Founda give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on The George and Karen James Family Founda's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants).
Who are The George and Karen James Family Founda's largest grantees?
The George and Karen James Family Founda's largest 2025 grantees include Reed College ($25,000), Roseback Museum & Library ($21,500 across 2 grants) and Everglades School ($10,000), according to its 2025 IRS Form 990-PF. Together they received 91% of its itemized 2025 grant dollars.
How large is The George and Karen James Family Founda?
The George and Karen James Family Founda reported $449K in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets).
What is The George and Karen James Family Founda's EIN?
The George and Karen James Family Founda's EIN (Employer Identification Number) is 20-5020427. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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