Douglas C James Charitable Trust

990PF • Fiscal year 2014 • EIN 14-1764010

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile

PO Box 32SuiteWoodstock, NY 12498

(212) 832-0400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

7.7%

Higher net margin than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

-30%

Faster asset growth than 13% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

7.8%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$15,181

Down $6,557 (-30%) from 2013

Net Assets

$15,181

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin60th percentile

Revenue

$7,510

Up $543 (+7.8%) from 2013

Expenses

$6,929

Up $718 (+12%) from 2013

Net Income

Down

$581

Down $175 (-23%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$15,181

Liabilities$0

Net Assets$15,181

Open 2014 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$7,510

Expenses$6,929

Net Income$581

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: May 15, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DOUGLAS C JAMES	President & Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Douglas C James Charitable Trust
EIN: 14-1764010
In Care Of: % BERDON LLP
Address: PO BOX 32, Suite, WOODSTOCK, NY 12498

Signing Officer

Name: Douglas C James
Title: President
Signed: 2015-05-15

Preparer

Firm: Berdon LLP
Address: 360 Madison Ave, New York, NY 10017
Preparer: Michael Tasch

Raw XML Appendix316 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	0	M5
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	0	600
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	0	600
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	0	COMPUTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	7433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	7433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	100 SHS QUALCOMM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	100 SHS QUALCOMM INC
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	0	600
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	0	COMPUTER
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	0	600
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	161
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	3
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	164
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	164
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	4950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	7346
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	161
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	161
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	581
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	1874
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	21
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	1979
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	6824
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	6929
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	7510
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1874
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	1979
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	581
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	7138
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	22319
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	21738
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	15181
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1329
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	1329
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	1329
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	1330
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	184
IRS990PF/FMVAssetsEOYAmt	0	29631
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	2912
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	4983
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	4983
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	416
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	14866
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt	0	600
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt	0	600
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	18618
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	9782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	9782
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	21738
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	15181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	29631
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	21738
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	15181
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	21738
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	15181
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	21738
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	15181
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	26996
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	18799
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	8197
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	405
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	1330
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	26591
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	26996
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DOUGLAS C JAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO BOX 32
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	woodstock
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	12498
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	6207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	6208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	6065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	5706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	5710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	3750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	6511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.233436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.226331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.204443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.245159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.135067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.356182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	1
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	26591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	26797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	27910
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	6824
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	6823
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	6824
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	6824
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	360 MADISON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	10017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BERDON LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2128320400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	DOUGLAS JAMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	3750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE WOODSTOCK BYRDCLIFFE GUILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE DROBY MUSEUM - NEW PALTZ (SUNY)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	IMMANUEL PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	SIGURD OLSON ENVIRONMENTAL INSTITUTE (LOON WATCH)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	34 TINKER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1 HAWK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1105 WAVERLEY PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1411 ELLIS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WOODSTOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW PALTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	MILWAULKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	ASHLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	12498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	12561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	53202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	54806
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	4950
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1329
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	4725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	4528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	4545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	2447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	5603
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	5603
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	21740
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	5495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	4725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	4528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	4545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	2447
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	6824
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	5495
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	27343
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	21848
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	DOUGLAS JAMES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO BOX 32
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	WOODSTOCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	12498
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	7346
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	7346
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	100 shs Qualcomm Inc.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2014-12-05
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	7138
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	0
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	DIFFERENCE BETWEEN FAIR MARKET VALUE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	AND TAX BASIS OF SECURITIES CONTRIBUTED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	1709
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	84
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	1709
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	21
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Douglas C James
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DOUGLAS C JAMES CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	DOUG
ReturnHeader/Filer/EIN	0	141764010
ReturnHeader/Filer/InCareOfNm	0	% BERDON LLP
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 32
ReturnHeader/Filer/USAddress/AddressLine2Txt	0	Suite
ReturnHeader/Filer/USAddress/CityNm	0	WOODSTOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	12498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Berdon LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	360 Madison Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10017
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL TASCH
ReturnHeader/ReturnTs	0	2015-05-14T15:23:21-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $15,181
Liabilities: $0
Net assets: $15,181
Revenue: $7,510
Expenses: $6,929
Net income: $581

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$1.83	$1.50	$0.33
2023Summary only. Only limited summary data is available for this year.	$1.07	$0.00		$0.87	$0.19	$0.68
2022Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.00	$0.18	$0.18
2021Summary only. Only limited summary data is available for this year.	$1.14	$0.00		$1.39	$0.12	$1.28
2020Detailed filing. Detailed filing data is available for this year.	$0.75	$0.00	$0.75	$0.48	$0.12	$0.35
2019Detailed filing. Detailed filing data is available for this year.	$0.40	$0.00	$0.40	$0.08	$0.27	$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.59	$0.00	$0.59	$0.29	$0.09	$0.19
2017Detailed filing. Detailed filing data is available for this year.	$0.48	$0.00	$0.48	$0.48	$0.06	$0.42
2015Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$0.19	$0.04	$0.15
2014Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15	$0.08	$0.07	$0.01
2013Summary only. Only limited summary data is available for this year.	$0.22	$0.00		$0.07	$0.06	$0.01
2012Summary only. Only limited summary data is available for this year.	$0.28	$0.00		$0.12	$0.06	$0.06
2011Summary only. Only limited summary data is available for this year.	$0.22	$0.00		$0.00	$0.06	$0.06