Civic Intelligence

Thomas a and Mary S James Foundation Inc.

990PF • Fiscal year 2019 • EIN 59-3288143

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile
880 Carillon ParkwaySt Petersburg, FL 33716

(727) 567-5002

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

22nd percentile

-2.5%

Faster asset growth than 22% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-54%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$12,645,568

Down $321,447 (-2.5%) from 2018

Net Assets

Down

$12,645,568

Down $321,447 (-2.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Down

$584,541

Down $685,077 (-54%) from 2018

Expenses

Up

$905,988

Up $220,103 (+32%) from 2018

Net Income

Down

-$321,447

Down $905,180 (-155%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$30M$20M$10M$0Assets 2010: $5,191,582Liabilities 2010: $0Net Assets 2010: $5,191,5822010Assets 2011: $6,051,076Liabilities 2011: $0Net Assets 2011: $6,051,0762011Assets 2012: $6,579,754Liabilities 2012: $0Net Assets 2012: $6,579,7542012Assets 2013: $8,459,888Liabilities 2013: $0Net Assets 2013: $8,459,8882013Assets 2014: $10,871,653Liabilities 2014: $0Net Assets 2014: $10,871,6532014Assets 2015: $11,509,550Liabilities 2015: $0Net Assets 2015: $11,509,5502015Assets 2016: $11,935,709Liabilities 2016: $0Net Assets 2016: $11,935,7092016Assets 2017: $12,383,282Liabilities 2017: $0Net Assets 2017: $12,383,2822017Assets 2018: $12,967,015Liabilities 2018: $0Net Assets 2018: $12,967,0152018Assets 2019: $12,645,568Liabilities 2019: $0Net Assets 2019: $12,645,5682019Assets 2020: $12,937,825Liabilities 2020: $0Net Assets 2020: $12,937,8252020Assets 2021: $24,200,279Liabilities 2021: $0Net Assets 2021: $24,200,2792021Assets 2022: $24,085,449Liabilities 2022: $0Net Assets 2022: $24,085,4492022Assets 2023: $24,574,022Liabilities 2023: $0Net Assets 2023: $24,574,0222023Assets 2024: $25,484,957Liabilities 2024: $0Net Assets 2024: $25,484,9572024

Highlighted filing

2019

Assets$12,645,568
Liabilities$0
Net Assets$12,645,568
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $314,3972010Expenses 2011: $367,6372011Expenses 2012: $466,2222012Revenue 2013: $2,458,078Expenses 2013: $577,944Net Income 2013: $1,880,1342013Revenue 2014: $3,233,933Expenses 2014: $822,168Net Income 2014: $2,411,7652014Revenue 2015: $1,517,477Expenses 2015: $879,580Net Income 2015: $637,8972015Revenue 2016: $1,254,231Expenses 2016: $828,072Net Income 2016: $426,1592016Revenue 2017: $1,366,142Expenses 2017: $918,569Net Income 2017: $447,5732017Revenue 2018: $1,269,618Expenses 2018: $685,885Net Income 2018: $583,7332018Revenue 2019: $584,541Expenses 2019: $905,988Net Income 2019: -$321,4472019Revenue 2020: $1,222,396Expenses 2020: $930,139Net Income 2020: $292,2572020Revenue 2021: $12,199,076Expenses 2021: $936,622Net Income 2021: $11,262,4542021Revenue 2022: $955,744Expenses 2022: $1,070,574Net Income 2022: -$114,8302022Revenue 2023: $2,016,286Expenses 2023: $1,527,713Net Income 2023: $488,5732023Revenue 2024: $2,610,690Expenses 2024: $1,699,755Net Income 2024: $910,9352024

Highlighted filing

2019

Revenue$584,541
Expenses$905,988
Net Income-$321,447
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS A JAMESPresident-$0--
MARY S JAMESSecretary-$0--
HUNT JAMESTrustee-$0--
COURT JAMESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas a & Mary S James Foundation
EIN
59-3288143
Phone
7275675002
Address
880 CARILLON PARKWAY, ST PETERSBURG, FL 33716

Signing Officer

Name
Thomas a James
Title
President
Phone
7275675002
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Spoor Bunch Franz
Address
877 EXECUTIVE CENTER DR W STE 100, SAINT PETERSBURG, FL 33702-2470
Preparer
Kera Haas
Phone
7278889200
Raw XML AppendixShowing 400 of 417 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/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt023053
IRS990PF/FMVAssetsEOYAmt015651096
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt07618908
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt07618908
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011784740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012313968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015328014
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04186
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt012677
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04159
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt017512
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt017512
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05348107
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05026660
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01178089
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0301411
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0301411
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012967015
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012645568
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015651096
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012967015
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012645568
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012967015
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012645568
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015369135
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01112586
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014248458
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0230537
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt08091
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0756930
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015138598
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015369135
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS A JAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY S JAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HUNT JAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3COURT JAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09341 SILVERTHORN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19341 SILVERTHORN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24609 SYLVAN RAMBLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3202 TOLEDO WAY NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ST PETERSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033777
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133777
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333704
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0822465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0828006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0632000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0843732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0758776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0774048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0717777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.057248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.058350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt015138598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015188295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt014738236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt012883498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013936072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012301318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0853500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.271647
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0847959
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0853500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05541
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0853500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THOMAS A JAMES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0880 CARILLON PARKWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PETERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0337161105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07275675002
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS A JAMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0853500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITIES USE IN THEIR PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033716
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0853500
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/AppliedToCurrentYearAmt0751389
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0751389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0143022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0150749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0150006
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0545888
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0102111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0143022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0150749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0150006
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0853500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0102111
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0545888
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0443777
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04186
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TRADES IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04727
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt17950
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04727
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-568
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0973
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0973
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030277
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030277
TaxesSchedule/TaxesDetail/Amt0213
TaxesSchedule/TaxesDetail/Amt113988
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0213
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07275675002
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS A & MARY S JAMES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0593288143
ReturnHeader/Filer/PhoneNum07275675002
ReturnHeader/Filer/USAddress/AddressLine1Txt0880 CARILLON PARKWAY

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,645,568
Liabilities
$0
Net assets
$12,645,568
Revenue
$584,541
Expenses
$905,988
Net income
-$321,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$2.61$1.70$0.91
2023Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$2.02$1.53$0.49
2022Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$0.96$1.07$0.11
2021Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$12.2$0.94$11.3
2020Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.22$0.93$0.29
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.58$0.91$0.32
2018Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.27$0.69$0.58
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.37$0.92$0.45
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.25$0.83$0.43
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.52$0.88$0.64
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$3.23$0.82$2.41
2013Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$2.46$0.58$1.88
2012Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.47
2011Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.37
2010Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.31