Civic Intelligence

Douglas C James Charitable Trust

990PF • Fiscal year 2024 • EIN 14-1764010

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 29, 2025

PO Box 32Woodstock, NY 12498

(845) 679-6424

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-41%

Faster asset growth than 13% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

111%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$62,744

Down $44,003 (-41%) from 2023

Net Assets

$62,744

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$183,242

Up $96,424 (+111%) from 2023

Expenses

Up

$149,845

Up $130,674 (+682%) from 2023

Net Income

Down

$33,397

Down $34,250 (-51%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $21,775Liabilities 2011: $02011Assets 2012: $27,703Liabilities 2012: $02012Assets 2013: $21,738Liabilities 2013: $02013Assets 2014: $15,181Liabilities 2014: $0Net Assets 2014: $15,1812014Assets 2015: $30,010Liabilities 2015: $0Net Assets 2015: $30,0102015Assets 2017: $47,610Liabilities 2017: $0Net Assets 2017: $47,6102017Assets 2018: $59,323Liabilities 2018: $0Net Assets 2018: $59,3232018Assets 2019: $39,978Liabilities 2019: $0Net Assets 2019: $39,9782019Assets 2020: $75,247Liabilities 2020: $0Net Assets 2020: $75,2472020Assets 2021: $114,187Liabilities 2021: $12021Assets 2022: $96,158Liabilities 2022: $0Net Assets 2022: $96,1582022Assets 2023: $106,747Liabilities 2023: $12023Assets 2024: $62,744Liabilities 2024: $0Net Assets 2024: $62,7442024

Highlighted filing

2024

Assets$62,744
Liabilities$0
Net Assets$62,744

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $19Expenses 2011: $5,786Net Income 2011: -$5,7672011Revenue 2012: $11,712Expenses 2012: $5,784Net Income 2012: $5,9282012Revenue 2013: $6,967Expenses 2013: $6,211Net Income 2013: $7562013Revenue 2014: $7,510Expenses 2014: $6,929Net Income 2014: $5812014Revenue 2015: $18,664Expenses 2015: $3,835Net Income 2015: $14,8292015Revenue 2017: $48,253Expenses 2017: $6,168Net Income 2017: $42,0852017Revenue 2018: $28,668Expenses 2018: $9,251Net Income 2018: $19,4172018Revenue 2019: $7,970Expenses 2019: $27,315Net Income 2019: -$19,3452019Revenue 2020: $47,528Expenses 2020: $12,259Net Income 2020: $35,2692020Revenue 2021: $139,374Expenses 2021: $11,795Net Income 2021: $127,5792021Revenue 2022: $8Expenses 2022: $18,037Net Income 2022: -$18,0292022Revenue 2023: $86,818Expenses 2023: $19,171Net Income 2023: $67,6472023Revenue 2024: $183,242Expenses 2024: $149,845Net Income 2024: $33,3972024

Highlighted filing

2024

Revenue$183,242
Expenses$149,845
Net Income$33,397
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 29, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS C JAMESPresident & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Douglas C James Charitable Trust
EIN
14-1764010
In Care Of
% DOUGLAS JAMES
Phone
8456796424
Address
PO BOX 32, WOODSTOCK, NY 12498

Signing Officer

Name
Douglas James
Title
President
Phone
8456796424
Signed
2025-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Merck & Shumen Cpas
Address
101 GREEN ST PO BOX 3537, KINGSTON, NY 12402
Preparer
Donald L Shumen Iii CPA
Phone
8453319667
Raw XML Appendix364 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS C JAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & SECRETARY
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08456796424
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WOODSTOCK HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WOODSTOCK MEMORIAL SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31500 KENNEDY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4ELM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt528 TINKER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt634 TINKER ST 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt720 COMEAU DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 1269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt985 MILL HOUSE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10211 NORTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKE FOREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WOODSTOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WOODSTOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WOODSTOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WOODSOTCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9WOODSTOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd408544
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd512498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd612498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd712498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd812498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd912498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1068508
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0143200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02635
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02635
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0190974
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0146081
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012302
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09293
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0148716
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0146081
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0213591
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067510
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOUGLAS C JAMES
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1DOUGLAS C JAMES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 32
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 32
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WOODSTOCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WOODSOTCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012498
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd112498
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt022903
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt156773
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt022903
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt156773
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0150 SHS OF QUALCOMM INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1250 SHS OF QUALCOMM INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-02-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-06-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt178844
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN FAIR MARKET VALUE AND
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TAX BASIS OF SECURITIES CONTRIBUTED
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0122
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01445
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED MARKET DISCOUNT ON US TSY NOTES
TaxesSchedule/TaxesDetail/Amt0641
TaxesSchedule/TaxesDetail/Amt1366
TaxesSchedule/TaxesDetail/CategoryTxt02021 NIIT PAID IN 2024
TaxesSchedule/TaxesDetail/CategoryTxt12023 NIIT PAID IN 2024
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08456796424
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOUGLAS C JAMES CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DOUG
ReturnHeader/Filer/EIN0141764010
ReturnHeader/Filer/InCareOfNm0% DOUGLAS JAMES
ReturnHeader/Filer/PhoneNum08456796424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 32
ReturnHeader/Filer/USAddress/CityNm0WOODSTOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012498
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MERCK & SHUMEN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 GREEN ST PO BOX 3537
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012402
ReturnHeader/PreparerPersonGrp/PhoneNum08453319667
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD L SHUMEN III CPA
ReturnHeader/ReturnTs02025-10-15T09:06:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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