The James Family Foundation Inc logo

The James Family Foundation Inc

CHARLOTTE, NC EIN: 20-5525003 Website

The James Family Foundation is a private family foundation established in 2006 and based in Charlotte, North Carolina. The foundation operates as a 501(c)(3) organization with no employees and focuses on philanthropic giving across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$10.0M

-2.9% YoY

Annual Giving

$1.1M

+4.7% YoY

Grant Count

65

+14.0% YoY

Avg Grant Size

$17K

-8.1% YoY

Under IRS private-foundation payout rules, The James Family Foundation Inc reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The James Family Foundation is dedicated to improving lives by supporting work in the fields of:

  • Education
  • Health and human services
  • Human rights
  • Environment

The foundation was created to support the philanthropic interests of the James family.

Grantmaking

The foundation made 50 grants in 2024, with total giving of $1,106,583. Recent notable grants include:

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Geographic Focus

Where this funder awards grants

The foundation is based in Charlotte, North Carolina and supports work globally, including conservation projects around the world.

Grant Distribution by State

15states
+7 more states

Cities

AlexandriaAshevilleAthensBanner ElkBooneBostonBrevardCaryChapel HillCharlestonCharlotteChevy ChaseColumbiaDecaturDurhamHagerstownIndianapolisJacksonMatthewsMontgomery

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total assets: $9,971,303
  • Total revenues: $820,553
  • Total expenses: $1,118,052
  • Total giving: $1,106,583

Historical giving: Through 2017, the foundation had donated more than $5.3 million to its supported causes.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$357K$713K$1M$1M20202021202220232024
Metric202420232022
Total Assets$9,971,303$10,268,802$10,606,359
Revenue$820,553$732,978$990,466
Expenses$1,118,052$1,070,535$1,124,128
Qualifying Distributions$1,106,583$1,056,440$1,089,000
Net Investment Income$820,553$732,978$990,466
Distributable Amount$1,295,015$1,087,027$1,100,743

Giving Over Time

Total grant dollars and number of grants per year

$0$298K$596K$895K$1M50 grants202057 grants202147 grants202257 grants202365 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FIRST PRESBYTERIAN CHURCH$401KMICHAEL J FOX FOUNDATION$100KCHARLOTTE NEUROSCIENCE F…$50KWOFFORD COLLEGE$25KWORLD CENTRAL KITCHEN$16KPLANNED PARENTHOOD FEDER…$15KCOMMUNITY FOUNDATION OF …$15KROOF ABOVE$15KCRISIS ASSISTANCE MINISTRY$15KHEART MATH TUTORING$15K

Grant Size Distribution

247 grants across all recorded years

218<$50K18$50–100K7$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church ($401,000), Michael J Fox Foundation ($100,000), Charlotte Neuroscience Foundation ($50,000).

RecipientPurposeAmount
FIRST PRESBYTERIAN CHURCH CHARLOTTE, NCSUPPORT GENERAL OPERATIONS, PROGRAMMING AND OUTREACH OF THE CHURCH$401,000
WING HAVEN FOUNDATION CHARLOTTE, NCANNUAL SUPPORT FOR GARDENS AND BIRD SANCTUARY$5,000
CRISIS ASSISTANCE MINISTRY CHARLOTTE, NCPROVIDE EMERGENCY ASSISTANCE TO THE POOR TO PREVENT HOMELESSNESS$15,000
QUEENS UNIVERSITY OF CHARLOTTE CHARLOTTE, NCSUPPORT SPEAKER OUTREACH PROGRAM$1,275
PAN-MASS CHALLENGE NEEDHAM, MASUPPORT FUND RAISER FOR DANA-FARBER CANCER INSTITUTE$513
HABITAT FOR HUMANITY CHARLOTTE CHARLOTTE, NCPROVIDE FUNDING FOR AFFORDABLE HOUSING CONSTRUCTION$10,250
HEART MATH TUTORING CHARLOTTE, NCSUPPORT MATH TUTORING PROGRAM FOR HIGH-POVERTY AT-RISK STUDENTS$15,000
CHARLOTTE COUNTRY DAY SCHOOL CHARLOTTE, NCSUPPORT 2023-2024 ANNUAL FUND DRIVE$10,000
TREES CHARLOTTE CHARLOTTE, NCSUPOORT PUBLIC/PRIVATE PROGRAM TO PLANT TREES AND RAISE AWARENESS ABOUT TREE CANOPY$5,175
PRESBYTERIAN COMMUNITIES OF SC COLUMBIA, SCSUPPORT EMPLOYEE APPRECIATION FUND$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KATHERINE H JAMESPRESIDENT10
R MICHAEL JAMESVP/SECRETARY/TREASURER6

Contact Information

  • Address: 130 Cherokee Rd Apt 601, Charlotte, NC 28207-2079
  • Phone: 704-756-2157
  • Website: thejamesfamilyfoundation.org
  • EIN: 20-5525003

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The James Family Foundation Inc fund?

The James Family Foundation is dedicated to improving lives by supporting work in the fields of: • Education • Health and human services • Human rights • Environment The foundation was created to support the philanthropic interests of the James family.

How do I apply for a grant from The James Family Foundation Inc?

The foundation made 50 grants in 2024, with total giving of $1,106,583. Recent notable grants include: • The Michael J. Fox Foundation for Parkinson's Research: $100,000 (2024) • Memory and Movement Charlotte: $50,000 (2024) • Luke Garrison Foundation: $25,000 (2024) The foundation does not accept unsolicited requests for grants.

Where does The James Family Foundation Inc make grants?

The foundation is based in Charlotte, North Carolina and supports work globally, including conservation projects around the world.

What size grants does The James Family Foundation Inc award?

In 2024, The James Family Foundation Inc awarded 65 grants totaling $1.1M — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is The James Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The James Family Foundation Inc reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The James Family Foundation Inc's EIN?

The James Family Foundation Inc's EIN (Employer Identification Number) is 20-5525003. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The James Family Foundation Inc's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

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