James Foundation
- Assets
- $5.9m
- Revenue
- $1.7m
- Investments
- $0.0
- Employees
- 51
- 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 12/2023, James Foundation employed 51 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 organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 11.6% 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
FDN WAS ESTABLISHED FOR THE PURPOSE OF MANAGING THE MISSOURI LANDS FORMERLY OWNED BY LUCY WORTHAM JAMES. THE OPERATIONS INCLUDE MANAGEMENT OF MARAMEC SPRING PARK & TWO MUSEUMS.
Describe the Organization's Program Activity:
THE 200 ACRE PUBLIC USE AREA OF MARAMAC SPRING PARK PROVIDES MANY AMENITIES AND ACTIVITIES FOR VISITORS SUCH AS A CAFE, STORE, CAMPING, WILDLIFE VIEWING, FISH FEEDING, PICNICKING, SHELTERS, PLAYGROUNDS AND FISHING. THE MARAMEC MUSEUM FEATURES INTERACTIVE DISPLAYS THAT TEACH VISITORS ABOUT THE NATURAL AND HISTORICAL IMPORTANCE OF THE REGION. SOME OF THE DISPLAYS INCLUDE ARTIFACTS FOUND FROM THE IRONWORKS, EDUCATION ABOUT MISSOURI WILDLIFE, WATER TOUCH TABLES, THE SCIENCE BEHIND SPRINGS AND THE WATER CYCLE, AND MODELS OF THE IRONWORKS IN THE 1800'S. THE OZARK AGRICULTURE MUSEUM ALLOWS VISITORS TO IMMERSE THEMSELVES IN LIFE DURING THE 19TH AND EARLY 20TH CENTURIES. THE AGRICULTURE MUSEUM DISPLAYS PRESERVED EQUIPMENT USED ON FARMS, OLD-TIME VEHICLES, BROOM MAKING, A BLACKSMITH SHOP, AND GRANNY'S KITCHEN.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lorie A Slutsky Director/president (thru 7/22) | OfficerTrustee | 5 | $0 |
Amy Freitag Director/pres (as Of 7/22) | OfficerTrustee | 5 | $0 |
Carrie Trowbridge General Counsel & Secretary | Officer | 5 | $0 |
Tatiana Pohotsky Chief Investment Officer | Officer | 5 | $0 |
Carolyn Weiss CPA CFO & Treasurer (thru 9/22) | Officer | 5 | $0 |
Wen Weng CPA Controller & Asst. Treasurer | Officer | 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 |