The Harold James Family Trust

Private foundation · Grantmaker Prescott, AZ EIN: 86-6158195

The Harold James Family Trust is based in Prescott, Arizona, and its IRS filing type is 990T. Its 2025 filing reports 19 grants totaling $260,929, with recipients including educational, cultural, youth, and community organizations.

Key facts about The Harold James Family Trust

In short: The Harold James Family Trust gave $261K across 19 grants in 2025 (avg $14K), mostly in Arizona. 26% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
86-6158195
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$260,929
Grants made (2025)
19
Average grant
$13,733
Median grant
$5,000
New grantees (estimate)
26% first-time grantees (5 of 19, 2025)
Total assets
$61,095,504
Primary geography
Arizona (98% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$61.1M

+2.5% YoY

Annual Giving

$261K

-48.8% YoY

Grant Count

19

-5.0% YoY

Avg Grant Size

$14K

-46.1% YoY

Is The Harold James Family Trust open to new grantees?

26%

first-time grantees, 2025

In 2025, 5 of 19 grantees (26%) were first-time recipients. First grants averaged $5K; repeat grants $17K. How we count

Medians: $5K first-time, $10K repeat.

  • 74% of 2025 grantees were also funded in 2024. Method
  • Giving fell 44% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The trust’s grants show support for a range of organizations and activities, including education, natural history, animal-related programs, arts and cultural organizations, and community services. These are themes reflected in the listed grants, not a stated mission or formal set of priorities.

Some grantees describe their work in their own terms. The George Phippen Memorial Foundation says it preserves and exhibits Western art and educates the public about the American West. Yavapai College Foundation says it supports the college’s educational mission, including scholarships and programs that enrich campus and community life. People Who Care says it provides transportation and other non-medical assistance to adults who are physically unable to drive. The Launch Pad Teen Center describes itself as a youth-focused space providing culturally relevant programming for teens in Yavapai County.

Grantmaking

In 2025, the trust reported 19 grants totaling $260,929. Grants ranged from $500 to $75,000, with a median of $5,000. Among the largest reported grants were $75,000 to the University of Arizona Foundation for its Rangelands Extension Outreach Fund and 4-H Camp; $40,000 to Heritage Park Zoo for membership match grants and a truck purchase; and $25,000 to the Highland Center for Natural History for membership matching and its Wander the Wilds program.

Review Cycle

is stated in the available information.

How to Apply

or deadline is stated in the available information.

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Geographic Focus

Where this funder awards grants

In 2025, 98% of grant dollars went to recipients in Arizona and 2% to recipients in Texas. Listed Arizona recipients include organizations in Prescott, Prescott Valley, Phoenix, and Tucson; the Texas recipient was Marine Military Academy in Harlingen.

Grant Distribution by State

4states

Share of 2025 grant dollars across all 19 itemized grants.

Cities

PrescottChino ValleyTucsonHarlingenLas CrucesPhoenixPrescott ValleyBostonCottonwoodFountain HillsScottsdale

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K22 grants2020 18 grants2021 19 grants2022 15 grants2023 20 grants2024 19 grants2025

From 2020 to 2025, annual grant giving ranged from $261K (2025) to $642K (2020). In 2025 it made 19 grants totaling $261K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

University of AZ Foundation: $75KUniversity of AZ Foundation$75KHeritage Park Zoo: $40KHeritage Park Zoo$40KHighland Center for Natural History: $25KHighland Center for NaturalHistory$25KPrescott Unified SD Education Found: $23KPrescott Unified SD EducationFound$23KGeorge Phippen Memorial Foundation: $20KGeorge Phippen MemorialFoundation$20KYavapai College Foundation: $18KYavapai College Foundation$18KBoys Girls Club of Central AZ: $15KBoys Girls Club of Central AZ$15KMarine Military Academy: $5KMarine Military Academy$5KPeople Who Care: $5KPeople Who Care$5KPolara Health: $5KPolara Health$5K

The largest 2025 recipient was University of AZ Foundation ($75K). Together the top 10 received $231K.

Grant Size Distribution

91 grants across all recorded years

78<$50K9$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 78 grants of 91 (86%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of AZ Foundation Tucson, AZRangelands Extension Outreach Fund and 4-H Camp$75,000
Heritage Park Zoo Prescott, AZMembership Match Grants and Purchase Truck$40,000
Highland Center for Natural History Prescott, AZMembership Matching and Wander the Wilds Program$25,000
Prescott Unified SD Education Found Prescott, AZAnnual Sponsor$23,000
George Phippen Memorial Foundation Prescott, AZFall Gathering Sponsor and Landscape Maintenance$20,000
Yavapai College Foundation Prescott, AZCommunity Health Care Scholarships$17,929
Boys Girls Club of Central AZ Prescott, AZDancing for the Stars Sponsor$15,000
Marine Military Academy Harlingen, TXSponsorship$5,000
People Who Care Prescott, AZMeal Sponsor$5,000
Polara Health Prescott Valley, AZCommunity Sponsor$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $61,095,504 $3,213,904 $1,747,781 $260,929
2024 $59,629,381 -$1,928,807 $2,397,970 $509,794
2023 $63,956,158 $1,853,897 $1,991,452 $429,227
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$61,095,504$59,629,381$63,956,158
Revenue$3,213,904$-1,928,807$1,853,897
Expenses$1,747,781$2,397,970$1,991,452
Qualifying Distributions$260,929$509,794$429,227
Net Investment Income$468,051$297,763$545,765

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS August 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Ronald E. James as President/Treasurer; Robert B. James, Laura H. James, and Ryan C. James as directors; and Jennifer James Martin as Secretary.

The Harold James Family Trust is led by Ronald E. James, President & Treasurer on every filing since 2020; 1 of 5 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Ronald E. James

    President & Treasurer

    On filings since 2020

    40 hrs/week

    $150K (2020) → $91K (2025)

  • Laura H. James

    Director

    Vice President → Director, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • Robert B. James

    Director

    Secretary → Director, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ryan C. James

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Jennifer James Martin

    Secretary

    On filings since 2021

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Ronald E James — President/Treas: $91KRonald E JamesPresident/Treas$91K

The highest reported compensation on the 2025 filing was $91K, to Ronald E James (President/Treas).

Contact

Mailing address: PO Box 10245, Prescott, AZ 86304
Phone: (928) 776-9727

Frequently asked questions about The Harold James Family Trust

How much does The Harold James Family Trust give each year?

The Harold James Family Trust gave $261K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $510K across 20 grants.

What is The Harold James Family Trust's typical grant size?

The Harold James Family Trust's median grant in 2025 was $5,000, and its average grant was $13,733, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Harold James Family Trust that year got $5K on average.

Where does The Harold James Family Trust give grants?

The Harold James Family Trust gives mostly in Arizona: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Prescott, AZ (11 grants) and Prescott Valley, AZ (2 grants).

Does The Harold James Family Trust give general operating support?

Not in 2025: none of the 19 grants with a stated purpose on The Harold James Family Trust's 2025 IRS Form 990-PF were described as general or operating support.

Who are The Harold James Family Trust's largest grantees?

The Harold James Family Trust's largest 2025 grantees include University of AZ Foundation ($75,000), Heritage Park Zoo ($40,000) and Highland Center for Natural History ($25,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.

How large is The Harold James Family Trust?

The Harold James Family Trust reported $61.1M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $3.2M.

What does The Harold James Family Trust fund?

The trust’s grants show support for a range of organizations and activities, including education, natural history, animal-related programs, arts and cultural organizations, and community services. These are themes reflected in the listed grants, not a stated mission or formal set of priorities. See mission & focus areas ↑

How do I apply for a grant from The Harold James Family Trust?

The Harold James Family Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.

What is The Harold James Family Trust's EIN?

The Harold James Family Trust's EIN (Employer Identification Number) is 86-6158195. IRS Form 990 filing data is available on this page for 2020–2025.

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

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