The James a Bill and L Doris

HOUSTON, TX EIN: 76-0249241

The James a Bill and L Doris is a private foundation, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $548K in total assets. In 2024, it awarded 1 grants totaling $22K. Net investment income was $31K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$548K

-0.8% YoY

Annual Giving

$22K

-12.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$22K

-12.0% YoY

Under IRS private-foundation payout rules, The James a Bill and L Doris reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.

About The James a Bill and L Doris

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $123K (100%)

States

Texas

Cities

Georgetown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$547,509	$552,152	$594,856
Revenue	$44,212	$2,710	$25,798
Expenses	$49,498	$46,132	$52,441
Qualifying Distributions	$37,592	$36,466	$42,163
Net Investment Income	$30,709	$2,678	$5,234
Distributable Amount	$41,247	$35,120	$35,754

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Southwestern University ($22,000).

Recipient	Purpose	Amount
SOUTHWESTERN UNIVERSITY GEORGETOWN, TX	EDUCATIONAL	$22,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JANE M CAROLUS	TRUSTEE	—	$5,332
DON D FORD	TRUSTEE	—	$5,332

Frequently Asked Questions

How large is The James a Bill and L Doris?

As of 2024, The James a Bill and L Doris holds $548K in total assets with $44K in annual revenue. It awarded 1 grants totaling $22K in 2024.

Where does The James a Bill and L Doris operate?

The James a Bill and L Doris has awarded grants in Texas.

What size grants does The James a Bill and L Doris award?

In 2024, The James a Bill and L Doris awarded 1 grants totaling $22K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is The James a Bill and L Doris required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The James a Bill and L Doris reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.