James Foundation
- Assets
- $5.9m
- Revenue
- $1.7m
- Investments
- $0.0
- Employees
- 35
- Location
- St James, MO
- Founding
- 06/1943
- Data as of
- 12/2021
- EIN
- 13-1614951
Organization Overview
James Foundation is located in St James, MO. The organization was established in 1943. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, James Foundation employed 35 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, James Foundation generated $1.7m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.3% each year. All expenses for the organization totaled $1.2m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE JAMES FOUNDATION WAS ESTABLISHED FOR THE PURPOSE OF MANAGING THE MO LANDS FORMERLY OWNED BY LUCY WORTHAM JAMES.THE OPERATIONS INCLUDE MGT OF MARAMEC SPRING PARK & TWO MUSEUMS.
Describe the Organization's Program Activity:
THE JAMES FOUNDATION IS A MISSOURI NOT-FOR-PROFIT CORPORATION ESTABLISHED FOR THE PURPOSE OF MANAGING THE MISSOURI LANDS FORMERLY OWNED BY LUCY WORTHAM JAMES WHICH INCLUDES MARAMEC SPRING PARK, THE MARAMEC MUSEUM, AND THE OZARK AGRICULTURAL MUSEUM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Wesley Swee Director/vp, Park Mgr. | OfficerTrustee | 40 | $87,506 |
Michael E Conaway Asst. Secretary | Officer | 40 | $51,803 |
Michael Mickelson Asst Secretary | Officer | 40 | $48,773 |
Mychaela Harmon As Of 721 Bookkeeper & Asst. Treasurer | Officer | 40 | $15,620 |
Lorie A Slutsky Director/president | OfficerTrustee | 5 | $0 |
Valerie S Peltier Chair | OfficerTrustee | 1.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $615,000 |
| Government grants | $50,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $13,801 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $678,801 |
| Total Program Service Revenue | $504,630 |
| Investment income | $56,096 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $377,694 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $104,420 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,721,641 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,273 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $297,017 |
| Compensation of current officers, directors, key employees. | $135,631 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $310,053 |
| Pension plan accruals and contributions | $57,194 |
| Other employee benefits | $115,385 |
| Payroll taxes | $51,574 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $447 |
| Fees for services: Accounting | $9,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $3,191 |
| Advertising and promotion | $7,994 |
| Office expenses | $46,392 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $151,347 |
| Travel | $89 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $75,306 |
| Insurance | $44,250 |
| All other expenses | $18,167 |
| Total functional expenses | $1,191,179 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $51,936 |
| Savings and temporary cash investments | $135,163 |
| Pledges and grants receivable | $615,000 |
| Accounts receivable, net | $360 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $29,953 |
| Prepaid expenses and deferred charges | $4,648 |
| Net Land, buildings, and equipment | $602,657 |
| Investments—publicly traded securities | $4,316,008 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $106,390 |
| Total assets | $5,862,115 |
| Accounts payable and accrued expenses | $45,573 |
| Grants payable | $0 |
| Deferred revenue | $11,610 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $862,036 |
| Total liabilities | $919,219 |
| Net assets without donor restrictions | $4,277,896 |
| Net assets with donor restrictions | $665,000 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,862,115 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that James Foundation has recieved totaling $50,000.
| Awarding Organization | Amount |
|---|---|
Missouri Humanities Council St Charles, MO PURPOSE: HUMANITIES ACTIVITIES | $50,000 |
Endowment Analysis
| Beg. Balance | $3,542,791 |
| Earnings | $516,402 |
| Ending Balance | $4,059,193 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Paula And Rodger Riney Foundation St Louis, MO | $118,536,395 | $1,770,419 |
Pritzker Traubert Foundation Chicago, IL | $0 | $14,671,849 |
Willard And Pat Walker Charitable Foundation Inc Fayetteville, AR | $353,155,323 | $36,054,174 |
Haslam Family Foundation Inc Knoxville, TN | $7,594,271 | $428,205 |
Motorola Solutions Foundation Chicago, IL | $427,877 | $12,200,078 |
The Walsh Foundation Chicago, IL | $179,756,510 | $18,008,076 |
Robert E And Jenny D Kirkland Foundation Union City, TN | $287,925,102 | $17,113,043 |
Joseph W Craft Iii Foundation Tulsa, OK | $111,776,138 | $19,434,208 |
Roy J Carver Charitable Tr Muscatine, IA | $235,043,756 | $22,231,044 |
Saul Zaentz Charitable Foundation Glenview, IL | $31,204,978 | $8,995,660 |
The John And Kathleen Schreiber Foundation Lake Forest, IL | $89,899,268 | $85,376,815 |