The Roger James Charitable Foundation
The Roger James Charitable Foundation is a private foundation, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $12.1M in total assets. In 2025, it awarded 5 grants totaling $735K. Net investment income was $1.9M.
The Roger James Charitable Foundation at a glance
In short: The Roger James Charitable Foundation gave $735K across 5 grants in 2025 (avg $147K), top state Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $734,840
- +13.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $146,968
- +13.0% vs 2024
- Median grant
- $146,968
- Total assets
- $12,052,230
- +10.0% vs 2024
- Primary geography
- Oregon (40% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Roger James Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Cat Adoption Team ($147K). Together the top 5 received $735K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was in the $100–250K range: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How The Roger James Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $552K (2019) to $735K (2025). In 2025 it made 5 grants totaling $735K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cat Adoption Team Sherwood, OR | Unrestricted General | $146,968 |
| Best Friends Animal Society Kanab, UT | Unrestricted General | $146,968 |
| Benton-Franklin Co Humane Society Incorporate Kennewick, WA | Unrestricted General | $146,968 |
| Feral Cat Spay-Neuter Project Lynwood, WA | Unrestricted General | $146,968 |
| Feral Cat Coalition of Oregon Portland, OR | Unrestricted General | $146,968 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $12,052,230 | $1,991,690 | $889,615 | $734,840 | 5 | $786,266 | $1,912,199 | $703,232 |
| 2024 | $10,955,498 | $1,067,126 | $793,192 | $650,400 | 5 | $723,269 | $1,015,144 | $665,829 |
| 2023 | $10,626,401 | $558,810 | $841,136 | $710,220 | 5 | $779,155 | $509,583 | $607,141 |
| 2022 | $10,906,199 | $1,303,810 | $857,922 | $710,220 | 5 | $782,313 | $1,251,703 | $620,381 |
| 2021 | $10,461,322 | $1,479,485 | $813,268 | $654,955 | 5 | — | $1,420,614 | $655,680 |
| 2020 | $9,797,472 | $1,320,605 | $691,962 | $579,190 | 5 | — | $1,275,151 | $534,110 |
| 2019 | $9,156,554 | $618,464 | $659,718 | $552,250 | 5 | — | $571,759 | $525,676 |
Under IRS private-foundation payout rules, The Roger James Charitable Foundation reported a distributable amount of $703K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Roger James Charitable Foundation's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2019
2 hrs/week
$94K (2019) → $129K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $129K, to Bank of America N a (Trustee).
Frequently asked questions about The Roger James Charitable Foundation
How much does The Roger James Charitable Foundation give each year?
The Roger James Charitable Foundation gave $735K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $650K across 5 grants.
What is The Roger James Charitable Foundation's typical grant size?
The Roger James Charitable Foundation's median grant in 2025 was $146,968, and its average grant was $146,968, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Roger James Charitable Foundation give grants?
The Roger James Charitable Foundation's top state is Oregon, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Washington (40%) and Utah (20%).
Does The Roger James Charitable Foundation give general operating support?
Yes: 100% of The Roger James Charitable Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Roger James Charitable Foundation's largest grantees?
The Roger James Charitable Foundation's largest 2025 grantees include Cat Adoption Team ($146,968), Best Friends Animal Society ($146,968) and Benton-Franklin Co Humane Society Incorporate ($146,968), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is The Roger James Charitable Foundation?
The Roger James Charitable Foundation reported $12.1M in total assets on its 2025 IRS Form 990-PF. It paid out $786K in qualifying distributions that year, against a required minimum of $703K (roughly 5% of its investment assets).
What is The Roger James Charitable Foundation's EIN?
The Roger James Charitable Foundation's EIN (Employer Identification Number) is 26-1586251. 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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 31, 2026)
- IRS filings on file for fiscal years 2019–2025
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