Nonprofit · EIN 86-6158195
THE HAROLD JAMES FAMILY TRUST
Tax-exempt · PRESCOTT, AZ 86304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,213,904 | $1,747,781 | $1,466,123 | $61,095,504 | $0 | $61,095,504 |
| December 31, 2024 | 990-PF | -$1,928,807 | $2,397,970 | -$4,326,777 | $59,629,381 | $0 | $59,629,381 |
| December 31, 2023 | 990-PF | $1,853,897 | $1,991,452 | -$137,555 | $63,956,158 | $0 | $63,956,158 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $307,241
- Interest
- $160,810
- Net gain from sales of assets
- $982,602
- Other income
- $1,763,251
Expenses
- Grants and similar amounts paid
- $260,929
- Compensation of officers, directors and key employees
- $90,500
- Salaries, compensation and benefits (total)
- $455,366
- Disbursements for charitable purposes
- $260,929
- Excise tax on investment income
- $6,506
Balance sheet and other
- Total assets, start of year
- $59,629,381
- Total assets, end of year
- $61,095,504
- Total liabilities, end of year
- $0
- Net assets, end of year
- $61,095,504
- Fair market value of assets
- $61,095,504
- Qualifying distributions
- $260,929
- Net investment income
- $468,051
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN D MARTIN 5115 N STATE RT 89, PRESCTT, AZ 86301 | EXECUTIVE Highest-paid employee | 40 | $190,096 |
| JENNA JAMES 1755 COMMONWEALTH STREET, PRESCTT, AZ 86301 | EXECUTIVE Highest-paid employee | 40 | $94,411 |
| RONALD E JAMES 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | PRESIDENT/TREAS | 40 | $90,500 |
| DEREK W BAILEY 625 DYE STREET, PENSACOLA, FL 32534 | AG SPECIALIST Highest-paid employee | 40 | $70,000 |
| ROBERT BURRIS 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | RANCH MGR Highest-paid employee | 40 | $53,200 |
| CLAYTON HILL 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | RANCH HAND Highest-paid employee | 40 | $33,700 |
| ROBERT B JAMES 13310 N SUNRIDGE, FOUNTAIN HILLS, AZ 85268 | Director | 1 | $0 |
| LAURA H JAMES 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | Director | 1 | $0 |
| JENNIFER JAMES MARTIN 5115 N US HWY 89, PRESCOTT, AZ 86301 | Secretary | 1 | $0 |
| RYAN C JAMES 1755 COMMONWEALTH ST, PRESCOTT, AZ 86301 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN D MARTIN 5115 N STATE RT 89, PRESCTT, AZ 86301 | EXECUTIVE Highest-paid employee | 40 | $190,096 |
| JENNA JAMES 1755 COMMONWEALTH STREET, PRESCTT, AZ 86301 | EXECUTIVE Highest-paid employee | 40 | $94,411 |
| RONALD E JAMES 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | PRESIDENT/TREAS | 40 | $90,500 |
| DEREK W BAILEY 625 DYE STREET, PENSACOLA, FL 32534 | AG SPECIALIST Highest-paid employee | 40 | $70,000 |
| ROBERT BURRIS 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | RANCH MGR Highest-paid employee | 40 | $53,200 |
| CLAYTON HILL 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | RANCH HAND Highest-paid employee | 40 | $33,700 |
| ROBERT B JAMES 13310 N SUNRIDGE, FOUNTAIN HILLS, AZ 85268 | Director | 1 | $0 |
| LAURA H JAMES 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | Director | 1 | $0 |
| JENNIFER JAMES MARTIN 5115 N US HWY 89, PRESCOTT, AZ 86301 | Secretary | 1 | $0 |
| RYAN C JAMES 1755 COMMONWEALTH ST, PRESCOTT, AZ 86301 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN D MARTIN 5115 N STATE RT 89, PRESCTT, AZ 86301 | EXECUTIVE Highest-paid employee | 40 | $185,977 |
| JENNA JAMES 1755 COMMONWEALTH STREET, PRESCTT, AZ 86301 | EXECUTIVE Highest-paid employee | 40 | $94,715 |
| RONALD E JAMES 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | PRESIDENT/TREAS | 40 | $94,300 |
| ROBERT BURRIS 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | RANCH MGR Highest-paid employee | 40 | $55,250 |
| CLAYTON HILL 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | RANCH HAND Highest-paid employee | 40 | $32,500 |
| ROBERT B JAMES 13310 N SUNRIDGE, FOUNTAIN HILLS, AZ 85268 | Director | 1 | $0 |
| LAURA H JAMES 4985 N US HIGHWAY 89, PRESCOTT, AZ 86301 | Director | 1 | $0 |
| JENNIFER JAMES MARTIN 5115 N US HWY 89, PRESCOTT, AZ 86301 | Secretary | 1 | $0 |
| RYAN C JAMES 1755 COMMONWEALTH ST, PRESCOTT, AZ 86301 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 10245, PRESCOTT, AZ 86304-0245
- In care of
- % RON JAMES
- Signed the 990-PF
- Ronald James, President
- Phone
- (928) 776-9727
- Return prepared by
- Wenzel Tax and Accounting LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-6158195
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $61,095,504
- Income (IRS master file)
- $2,231,302
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,213,904 | $1,747,781 | $61,095,504 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | -$1,928,807 | $2,397,970 | $59,629,381 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,853,897 | $1,991,452 | $63,956,158 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-6158195).
Questions about THE HAROLD JAMES FAMILY TRUST
- What is the EIN of THE HAROLD JAMES FAMILY TRUST?
- The employer identification number (EIN) of THE HAROLD JAMES FAMILY TRUST is 86-6158195.
- Is THE HAROLD JAMES FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE HAROLD JAMES FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does THE HAROLD JAMES FAMILY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HAROLD JAMES FAMILY TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HAROLD JAMES FAMILY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE HAROLD JAMES FAMILY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 6 received compensation from the organization, the highest $190,096 (JONATHAN D MARTIN, EXECUTIVE).
- How much revenue does THE HAROLD JAMES FAMILY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,213,904, expenses of $1,747,781 and total assets of $61,095,504 at year end.
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All nonprofits in PRESCOTT · Arizona · Philanthropy, voluntarism and grantmaking foundations