Nonprofit · EIN 20-5525003
JAMES FAMILY FOUNDATION INC
Tax-exempt · CHARLOTTE, NC 28207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,114,139 | $1,322,186 | -$208,047 | $9,763,256 | $0 | $9,763,256 |
| December 31, 2024 | 990-PF | $820,553 | $1,118,052 | -$297,499 | $9,971,303 | $0 | $9,971,303 |
| December 31, 2023 | 990-PF | $732,978 | $1,070,535 | -$337,557 | $10,268,802 | $0 | $10,268,802 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $413,624
- Interest
- $12,256
- Net gain from sales of assets
- $688,259
Expenses
- Grants and similar amounts paid
- $1,304,525
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,304,525
- Excise tax on investment income
- $15,487
Balance sheet and other
- Total assets, start of year
- $9,971,303
- Total assets, end of year
- $9,763,256
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,763,256
- Fair market value of assets
- $30,233,693
- Qualifying distributions
- $1,304,525
- Net investment income
- $1,114,139
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE H JAMES 130 CHEROKEE ROAD UNIT 601, CHARLOTTE, NC 28207 | PRESIDENT | 10 | $0 |
| R MICHAEL JAMES 130 CHEROKEE ROAD UNIT 601, CHARLOTTE, NC 28207 | VP/SECRETARY/TREASURER | 6 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE H JAMES 130 CHEROKEE ROAD UNIT 601, CHARLOTTE, NC 28207 | PRESIDENT | 10 | $0 |
| R MICHAEL JAMES 130 CHEROKEE ROAD UNIT 601, CHARLOTTE, NC 28207 | VP/SECRETARY/TREASURER | 6 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE H JAMES 219 CHEROKEE ROAD, CHARLOTTE, NC 28207 | PRESIDENT | 10 | $0 |
| R MICHAEL JAMES 219 CHEROKEE ROAD, CHARLOTTE, NC 28207 | VP/SECRETARY/TREASURER | 6 | $0 |
Address and contacts
- Address (IRS master file)
- 130 CHEROKEE RD APT 601, CHARLOTTE, NC 28207-2079
- In care of
- % R MICHAEL JAMES
- Signed the 990-PF
- KATHERINE H JAMES, PRESIDENT
- Phone
- (704) 756-2157
- Website
- THEJAMESFAMILYFOUNDATION.ORG
- Return prepared by
- GREERWALKER LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5525003
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,763,256
- Income (IRS master file)
- $1,800,179
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,114,139 | $1,322,186 | $9,763,256 | XML |
| 990-PF | December 2024 | $820,553 | $1,118,052 | $9,971,303 | XML |
| 990-PF | December 2023 | $732,978 | $1,070,535 | $10,268,802 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5525003).
Questions about JAMES FAMILY FOUNDATION INC
- What is the EIN of JAMES FAMILY FOUNDATION INC?
- The employer identification number (EIN) of JAMES FAMILY FOUNDATION INC is 20-5525003.
- Is JAMES FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to JAMES FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JAMES FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,114,139, expenses of $1,322,186 and total assets of $9,763,256 at year end.
Other nonprofits in CHARLOTTE
- FOUNDATION FOR THE CAROLINAS EIN 56-6047886 · last filed 990 for 2024
- BANK OF AMERICA CHARITABLE FOUNDATION INC EIN 20-0721133 · last filed 990-PF for 2024
- GIVECLEAR FOUNDATION EIN 81-3222963 · last filed 990 for 2024
- C D SPANGLER FOUNDATION INC EIN 56-6061548 · last filed 990-PF for 2025
- BISSELL BALLANTYNE LEGACY FDN EIN 92-2863751 · last filed 990-PF for 2023
- JOHN M BELK ENDOWMENT EIN 56-1954114 · last filed 990-PF for 2024
- THE EZRAH CHARITABLE TRUST EIN 81-2608588 · last filed 990-PF for 2024
- NORTH CAROLINA OLYMPIC LEGACY FOUN EIN 46-1113072 · last filed 990-PF for 2024
All nonprofits in CHARLOTTE · North Carolina · Philanthropy, voluntarism and grantmaking foundations