Nonprofit · EIN 66-0888427
KATHERINEJAMES FOUNDATION
Tax-exempt · DORADO, PR 00646
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,621,803 | $3,212,451 | -$1,590,648 | $63,554,381 | $399,125 | $63,155,256 |
| December 31, 2023 | 990-PF | $2,197,055 | $3,314,584 | -$1,117,529 | $63,897,485 | $1,825,414 | $62,072,071 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,956,091
- Other income
- -$334,288
Expenses
- Grants and similar amounts paid
- $2,969,999
- Disbursements for charitable purposes
- $3,103,347
- Excise tax on investment income
- $55,582
Balance sheet and other
- Total assets, start of year
- $63,897,485
- Total assets, end of year
- $63,554,381
- Total liabilities, end of year
- $399,125
- Net assets, end of year
- $63,155,256
- Fair market value of assets
- $68,812,295
- Qualifying distributions
- $3,103,347
- Net investment income
- $4,107,833
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeremy McNeil PMB 150 425 Carr 693 Suite 1, Dorado, PR 00646 | President | 10 | $0 |
| Leroy Sisneros PMB 150 425 Carr 693 Suite 1, Dorado, PR 00646 | Director | 0.05 | $0 |
| Mark D Winkelman PMB 150 425 Carr 693 Suite 1, Dorado, PR 00646 | Director | 0.05 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeremy McNeil PMB 150 425 Carr 693 Suite 1, Dorado, PR 00646 | President | 10 | $0 |
| Leroy Sisneros PMB 150 425 Carr 693 Suite 1, Dorado, PR 00646 | Director | 0.05 | $0 |
| Mark D Winkelman PMB 150 425 Carr 693 Suite 1, Dorado, PR 00646 | Director | 0.05 | $0 |
Address and contacts
- Address (IRS master file)
- PMB 150 425 CARR 693, DORADO, PR 00646-4816
- Signed the 990-PF
- Jeremy McNeil, President
- Phone
- (702) 966-8041
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 | Not 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
- 66-0888427
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $63,554,381
- Income (IRS master file)
- $1,621,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,621,803 | $3,212,451 | $63,554,381 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,197,055 | $3,314,584 | $63,897,485 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 66-0888427).
Questions about KATHERINEJAMES FOUNDATION
- What is the EIN of KATHERINEJAMES FOUNDATION?
- The employer identification number (EIN) of KATHERINEJAMES FOUNDATION is 66-0888427.
- Is KATHERINEJAMES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to KATHERINEJAMES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHERINEJAMES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHERINEJAMES FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHERINEJAMES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of KATHERINEJAMES FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does KATHERINEJAMES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,621,803, expenses of $3,212,451 and total assets of $63,554,381 at year end.
Other nonprofits in DORADO
- MULE FAMILY FOUNDATION EIN 13-3801234 · last filed 990-PF for 2025
- 2022 ACT FOUNDATION INC EIN 66-0823462 · last filed 990 for 2024
- WILLIAM AND LISA MCGAHAN FAMILY FOUNDATION INC EIN 90-0771779 · last filed 990-PF for 2025
- MARIE AND PAUL NAPOLI FOUNDATION EIN 11-3579283 · last filed 990-PF for 2024
- AMIGOS Y AMIGAS DE LA UHS EIN 66-1093112 · last filed 990-N for 2025
- RILL FAMILY FOUNDATION INC EIN 87-2709358 · last filed 990-PF for 2025
- TASIS DORADO EDUCATIONAL FOUNDATION INC EIN 66-0743234 · last filed 990 for 2025
- DORADO ACADEMY INC EIN 66-0374402 · last filed 990 for 2025
All nonprofits in DORADO · Puerto Rico · Philanthropy, voluntarism and grantmaking foundations