The James Foundation Charitable Trust

ABILENE, TX EIN: 75-6306453

The James Foundation Charitable Trust is a private foundation, based in ABILENE, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $431K in total assets. In 2024, it awarded 14 grants totaling $34K. Net investment income was $33K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$431K

+0.3% YoY

Annual Giving

$34K

+3.0% YoY

Grant Count

+7.7% YoY

Avg Grant Size

$2K

-4.3% YoY

Under IRS private-foundation payout rules, The James Foundation Charitable Trust reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About The James Foundation Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $148K (100%)

States

Texas

Cities

AbileneEl Paso

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$431,108	$429,649	$452,683
Revenue	$44,138	$17,456	$24,703
Expenses	$42,679	$40,490	$32,840
Qualifying Distributions	$34,000	$33,000	$24,500
Net Investment Income	$33,346	$10,857	$16,277
Distributable Amount	$24,812	$27,468	$28,652

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

66 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Texas El Paso ($10,000), Food Bank of Abilene ($4,000), Meals on Wheels ($3,000).

Recipient	Purpose	Amount
MEALS ON WHEELS ABILENE, TX	OPERATIONS	$3,000
JUNIOR ACHIEVEMENT ABILENE, TX	OPERATIONS	$1,000
BOBS AKA BREAKFAST ON BEECH STREET ABILENE, TX	OPERATIONS	$3,000
NOAH PROJECT ABILENE, TX	OPERATIONS	$2,000
BOYS GIRLS CLUB OF ABILENE ABILENE, TX	OPERATIONS	$2,000
DAY NURSERY OF ABILENE ABILENE, TX	OPERATIONS	$2,000
UNIVERSITY OF TEXAS EL PASO EL PASO, TX	OPERATIONS	$10,000
SERENITY FOUNDATION OF TEXAS ABILENE, TX	OPERATIONS	$1,000
FOOD BANK OF ABILENE ABILENE, TX	OPERATIONS	$4,000
LOVE AND CARE MINISTRIES ABILENE, TX	OPERATIONS	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIRST FINANCIAL TR ASSET MGT	TRUSTEE	1	$7,297

Frequently Asked Questions

How large is The James Foundation Charitable Trust?

As of 2024, The James Foundation Charitable Trust holds $431K in total assets with $44K in annual revenue. It awarded 14 grants totaling $34K in 2024.

Where does The James Foundation Charitable Trust operate?

The James Foundation Charitable Trust has awarded grants in Texas.

What size grants does The James Foundation Charitable Trust award?

In 2024, The James Foundation Charitable Trust awarded 14 grants totaling $34K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is The James Foundation Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The James Foundation Charitable Trust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The James Foundation Charitable Trust's EIN?

The James Foundation Charitable Trust's EIN (Employer Identification Number) is 75-6306453. IRS Form 990 filing data is available on this page for 2020–2024.