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Nonprofit · EIN 87-0637968

JAMES FAMILY FOUNDATION

Also known as JAMES B MICHAEL TTEE

Tax-exempt · LINDON, UT 84042

Financials

$5K$4K2023$8K$2K2024$10K$2K2025
Revenue Expenses · by fiscal year end
Financials of JAMES FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$10,024$2,163$7,861$161,600$0$161,600
December 31, 2024990-PF$8,069$2,005$6,064$141,142$0$141,142
December 31, 2023990-PF$5,311$4,447$864$102,873$0$102,873
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,680
Interest
$15
Net gain from sales of assets
$7,329

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$9,000
Excise tax on investment income
$140

Balance sheet and other

Total assets, start of year
$141,142
Total assets, end of year
$161,600
Total liabilities, end of year
$0
Net assets, end of year
$161,600
Qualifying distributions
$9,000
Net investment income
$10,038

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.

NameTitleHours / weekCompensation
MICHAEL B JAMES
462 N 790 W, LINDON, UT 840421463
MANAGER0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
MICHAEL B JAMES
462 N 790 W, LINDON, UT 840421463
MANAGER0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
MICHAEL B JAMES
462 N 790 W, LINDON, UT 840421463
MANAGER0$0

Address and contacts

Address (IRS master file)
462 N 790 W, LINDON, UT 84042-1463
In care of
% MICHAEL B JAMES
Signed the 990-PF
MICHAEL B JAMES, MANAGER
Phone
(801) 229-6200
Return prepared by
JERI EVANS & ASSOCIATES PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-0637968
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$161,600
Income (IRS master file)
$18,167

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$10,024$2,163$161,600XML
990-PFDecember 2024$8,069$2,005$141,142IRS
990-PFDecember 2023$5,311$4,447$102,873XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 87-0637968).

Questions about JAMES FAMILY FOUNDATION

What is the EIN of JAMES FAMILY FOUNDATION?
The employer identification number (EIN) of JAMES FAMILY FOUNDATION is 87-0637968.
Is JAMES FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to JAMES FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES FAMILY FOUNDATION 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 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?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does JAMES FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,024, expenses of $2,163 and total assets of $161,600 at year end.

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