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· Private foundation

The Harold James Family Trust Co Ronald James

Its FY2024 filing reports that it accepted unsolicited grant applications.

$510k
Granted FY2024still arriving
20
Grants FY2024still arriving
3
States reached
$125k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 55% of THE HAROLD JAMES FAMILY TRUST CO RONALD JAMES’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2024 · 20 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k6 grants · $13k
  • $10k–50k11 grants · $235k
  • $50k–250k3 grants · $262k
$17,894
Median grant
3
States reached
$60M
Total assets
Largest grants
RecipientAmount
NEW MEXICO STATE UNIVERSITY FOUNDAT$125,000
Individual grant recipient$87,090
UNIVERSITY OF AZ FOUNDATION$50,000
ST PAUL'S ANGLICAN CHURCH$45,000
HIGHLAND CENTER FOR NATURAL HISTORY$30,000
MARINE MILITARY ACADEMY$30,000
COOPER AG CENTER BOOSTER CLUB$20,000
Individual grant recipient$20,000
ARIZONA PHILHARMONIC INC$19,500
YAVAPAI COLLEGE FOUNDATION$17,894
PRESCOTT UNIFIED SD EDUCATION FOUND$17,410
GEORGE PHIPPEN MEMORIAL FOUNDATION$15,000
BOYS GIRLS CLUB OF CENTRAL AZ$10,000
POLARA HEALTH$10,000
1888 BUCKLE CLUB INC$4,500
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 16%, against an area that typically sits at 11%. 100% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%PRESCOTT UNIFIED SD ED FOUNDATION: $54k → 14%UNIVERSITY OF AZ FOUNDATION: $65k → 15%NEIGHBORHOOD ASSISTANCE CORP OF AM: $30k → 16%FRACTURED ATLAS: $100k → 17%MARINE MILITARY ACADEMY: $30k → 23%NEW MEXICO STATE UNIVERSITY FOUNDAT: $125k → 23%ARIZONA COMMUNITY FOUNDATION: $27k → 11%CITY OF PRESCOTT: $45k → 14%UNIVERSITY OF AZ FOUNDATION: $50k → 15%NEW MEXICO STATE UNIVERSITY FOUNDAT: $125k → 23%ARIZONA COMMUNITY FOUNDATION: $23k → 11%PRESCOTT UNIFIED SD ED FOUNDATION: $42k → 14%NEW MEXICO STATE UNIVERSITY FOUNDAT: $125k → 23%NACA: $35k → 14%NEW MEXICO STATE UNIVERSITY FOUNDAT: $125k → 23%BOYS GIRLS CLUB OF CENTRAL AZ: $20k → 14%NEW MEXICO STATE UNIVERSITY FOUNDAT: $125k → 23%NEW MEXICO STATE UNIVERSITY FOUNDAT: $35k → 23%NEW MEXICO STATE UNIVERSITY FOUNDAT: $35k → 23%GRACE BAPTIST CHURCH: $425k → 14%CHINO VALLEY HIGH SCHOOL AG CENTER: $39k → 14%COOPER AG CENTER BOOSTER CLUB: $20k → 14%TRINITY CHRISTIAN SCHOOL INC: $200k → 14%PRESCOTT YMCA: $87k → 14%HERITAGE PARK ZOO: $80k → 14%HERITAGE PARK ZOO: $80k → 14%MARGOT FONTEYN ACADEMY OF BALLET: $60k → 14%ARIZONA PHILHARMONIC INC: $60k → 14%ARIZONA COMMUNITY FOUNDATION OF YAV: $60k → 14%SHARLOT HALL MUSEUM: $50k → 14%EMBRY-RIDDLE AERONAUTICAL UNIVERSIT: $50k → 14%EMBRY-RIDDLE AERONAUTICAL UNIVERSIT: $50k → 14%EMBRY-RIDDLE AERONAUTICAL UNIVERSIT: $50k → 14%EMBRY-RIDDLE AERONAUTICAL UNIVERSIT: $50k → 14%ST PAUL'S ANGLICAN CHURCH: $45k → 14%ARIZONA COMMUNITY FOUNDATION OF YAV: $40k → 14%HERITAGE PARK ZOO: $38k → 14%PRESCOTT YMCA: $35k → 14%PRESCOTT YMCA: $35k → 14%KIWANIS CLUB OF PRESCOTT COMM FOUND: $26k → 14%GEORGE PHIPPEN MEMORIAL FOUNDATION: $20k → 14%PRESCOTT UNIFIED SD EDUCATION FOUND: $20k → 14%HERITAGE PARK ZOO: $20k → 14%HERITAGE PARK ZOO: $20k → 14%HERITAGE PARK ZOO: $20k → 14%HERITAGE PARK ZOO: $20k → 14%ARIZONA PHILHARMONIC INC: $20k → 14%PRESCOTT UNIFIED SCHOOL DISTRICT 1: $18k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

75%of every dollar goes to organizations you’ve funded before.
$3.2M · 28 repeat orgs$1.1M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +19% since the first grant, against -4% for the ones you funded once.

28 repeat relationships — 15 still active in FY2024, 13 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
26

Total granted

$3.2M
$1000k

Median revenue growth · since first grant

+19%
-4%

Still filing today

43%
31%

New vs renewed · share of each year

In FY2024, 85% of grant dollars renewed an existing relationship; $77k went to new ones.

50%100%’17’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’19’20’21’22’23’24
Arts & CultureEducationFood & NutritionHealthHuman ServicesRecreation & SportsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • NM
    New Mexico State Univ Fdn Inc
    7× · 2017–2024 · $695k · revenue +131%
  • MM
    MARINE MILITARY ACADEMY INC
    6× · 2017–2024 · $242k · revenue +20%
  • EA
    EMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC
    4× · 2017–2021 · $200k · revenue +76%

Funded once

  • GB
    GRACE BAPTIST CHURCH
    one grant, 2017 · $427k
  • TC
    TRINITY CHRISTIAN SCHOOL INCgraduated
    one grant, 2019 · $200k · revenue +103%
  • FRACTURED ATLAS INCgraduated
    one grant, 2019 · $100k · revenue +43%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Prescott Valley Chamber of Commerce

To develop, promote and preserve the general business and community interests served by the organization.

2
Prescott Frontier Days Inc

Prescott Frontier Days, Inc., a non-profit volunteer organization, is dedicated to the continuation and enhancement of the World's Oldest Rodeo and western traditions, while enriching its community, both culturally and financially.

3
Prescott Chamber of Commerce Foundation

The mission of the prescott chamber foundation is to complement and enhance the prescott chamber of commerce through fundraising, endowment building, and legacy development.

Community Improvement
4
Prescott Animal Park Association

Giving refuge to non-releasable, rescued wildlife while providing conservation through exhibition and public education.

Animals
5
Bisbee Council on the Arts and Humanities

Through the operation of museums and support of historic preservation we will attempt to interpret and conserve our historical and cultural heritage. Through the presentation and support of cultural and educational programs we will attempt…

Arts & Culture
6
Arizona Railroad Historical Society
Arts & Culture
7
The Dons of Arizona
Education
8
Az Opera Company

To nurture, promote and produce the finest traditional performances

9
Prescott Chorale Inc

Provide Scholarships and Entertain Community

Arts & Culture
10
Prescott Valley Performing Arts

The mission of Prescott Valley Performing Arts, Inc. is to provide opportunities for area residents, of all ages, to participate in the creative process of live theater and to enjoy the artistic, social and educational benefits of this art…

Arts & Culture
11
Prescott Park Arts Festival Inc

Prescott park arts festival inspires and connects our community through high quality arts and education, ensuring access for all and enriching lives across generations.

Arts & Culture
12
Arizona Latin-American Medical Association
Unclassified

For reference, the grantee most central to the portfolio’s shape is Sharlot Hall Historical Society of Az and the most unlike its peers is Margot Fonteyn Academy of Ballet. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyPerforming Arts Organizatio…Private School ScholarshipsBehavioral Health & Substan…Developmental Disabilities …Food Assistance Organizatio…Arizona Cultural & Heritage…Charter Schools Arizona
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

04the grantee network

26 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 26 of the 60 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
23/26
Grantees still filing
13/26
Grew since you first funded

Where your money sits — by cause, then by grantee

GRACE BAPTIST CHURCH — $426,560 · OtherGRACE BAPTIST CHURCHPRESCOTT AREA ART TRUST — $290,000 · OtherPRESCOTT AREA ART TRUSTIndividual grant recipient — $277,500 · OtherIndividual grant recipientHIGHLAND CENTER FOR NATURAL HISTORY — $264,000 · OtherHIGHLAND CENTER FOR NATURAL HISTORYIndividual grant recipient — $161,661 · OtherIndividual grant recipientUNIVERSITY OF AZ FOUNDATION — $160,000 · OtherUNIVERSITY OF AZ FOUNDATIONARIZONA COMMUNITY FOUNDATION OF YAV — $100,350 · OtherPRESCOTT UNIFIED SD ED FOUNDATION — $96,655 · OtherBOYS GIRLS CLUB OF CENTRAL AZ — $82,500 · OtherMARGOT FONTEYN ACADEMY OF BALLET — $80,000 · Other+28 more — $454,885 · Other+28 moreNew Mexico State Univ Fdn Inc — $695,000 · EducationNew Mexico State Univ Fdn IncMARINE MILITARY ACADEMY INC — $242,000 · EducationMARINE MILITARY ACADEMY INCEMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC — $200,000 · EducationEMBRY-RIDDLE AERONAUTICAL UNIVERSITY I…TRINITY CHRISTIAN SCHOOL INC — $200,000 · EducationTRINITY CHRISTIAN SCHOOL INCYAVAPAI COLLEGE FOUNDATION INC — $123,904 · EducationYAVAPAI COLLEGE FOUNDATION INC+2 more — $23,000 · EducationFRACTURED ATLAS INC — $100,000 · Arts & CultureFRACTURED…GEORGE PHIPPEN MEMORIAL FOUNDATION — $93,300 · Arts & CultureGEORGE PH…ARIZONA PHILHARMONIC INC — $79,500 · Arts & CultureARIZONA P…SHARLOT HALL HISTORICAL SOCIETY OF AZ — $50,000 · Arts & CultureSHARLOT H…Prescott Film Festival — $20,000 · Arts & CulturePrescott …Fountain Hills & Lower Verde River Valley Museum & Historical Society — $14,912 · Arts & Culture+2 more — $13,000 · Arts & CultureARIZONA COMMUNITY FOUNDATION — $50,000 · PhilanthropyPRESCOTT FARMERS MARKET INC — $34,000 · Food & NutritionEXTENDED HANDS FOOD BANK — $4,642 · Food & NutritionWEST YAVAPAI GUIDANCE CLINIC INC — $10,000 · HealthHORSES WITH HEART INC — $6,367 · HealthPrescott Mountain Bike Alliance — $15,000 · Recreation & SportsFIREFIGHTER ANGEL FOUNDATION — $1,200 · Human Services
Other$2,394,111Education$1,483,904Arts & Culture$370,712Philanthropy$50,000Food & Nutrition$38,642Health$16,367Recreation & Sports$15,000Human Services$1,200

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetNew Mexico State Univ Fdn Inc — $695,000 over 7y, 0.7% of budgetMARINE MILITARY ACADEMY INC — $242,000 over 6y, 0.5% of budgetEMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC — $200,000 over 4y, 0.0% of budgetTRINITY CHRISTIAN SCHOOL INC — $200,000 over 1y, 6.9% of budgetYAVAPAI COLLEGE FOUNDATION INC — $123,904 over 7y, 0.8% of budgetFRACTURED ATLAS INC — $100,000 over 1y, 0.3% of budgetGEORGE PHIPPEN MEMORIAL FOUNDATION — $93,300 over 7y, 2.5% of budgetMARGOT FONTEYN ACADEMY OF BALLET — $80,000 over 3y, 37% of budgetARIZONA PHILHARMONIC INC — $79,500 over 2y, 26% of budgetARIZONA COMMUNITY FOUNDATION — $50,000 over 2y, 0.0% of budgetSHARLOT HALL HISTORICAL SOCIETY OF AZ — $50,000 over 1y, 5.2% of budgetPRESCOTT FARMERS MARKET INC — $34,000 over 3y, 4.2% of budgetPEOPLE WHO CARE — $23,000 over 3y, 2.1% of budgetPrescott Film Festival — $20,000 over 2y, 18% of budgetPrescott Mountain Bike Alliance — $15,000 over 1y, 4.7% of budgetFountain Hills & Lower Verde River Valley Museum & Historical Society — $14,912 over 2y, 4.2% of budgetWEST YAVAPAI GUIDANCE CLINIC INC — $10,000 over 1y, 0.0% of budgetST OLAF COLLEGE — $10,000 over 1y, 0.0% of budget1888 Buckle Club Inc — $9,000 over 2y, 1.2% of budgetHORSES WITH HEART INC — $6,367 over 1y, 1.1% of budgetArizona Cowboy Poets Gathering — $4,000 over 4y, 0.9% of budgetFIREFIGHTER ANGEL FOUNDATION — $1,200 over 1y, 1.7% of budgetYavapai Exceptional Industries — $500 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds New Mexico State Univ Fdn Inc
  • Who funds MARINE MILITARY ACADEMY INC
  • Who funds EMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC
  • Who funds TRINITY CHRISTIAN SCHOOL INC
  • Who funds YAVAPAI COLLEGE FOUNDATION INC
  • Who funds FRACTURED ATLAS INC
  • Who funds GEORGE PHIPPEN MEMORIAL FOUNDATION
  • Who funds MARGOT FONTEYN ACADEMY OF BALLET
  • Who funds ARIZONA PHILHARMONIC INC
  • Who funds ARIZONA COMMUNITY FOUNDATION
  • Who funds SHARLOT HALL HISTORICAL SOCIETY OF AZ
  • Who funds PRESCOTT FARMERS MARKET INC
  • Who funds PEOPLE WHO CARE
  • Who funds Prescott Film Festival
  • Who funds Prescott Mountain Bike Alliance
  • Who funds Fountain Hills & Lower Verde River Valley Museum & Historical Society
  • Who funds Prescott School Band Boosters
  • Who funds HABITAT FOR HUMANITY INTERNATIONAL INC DBA PRESCOTT AREA HABITAT FOR HUMANITY
  • Who funds WEST YAVAPAI GUIDANCE CLINIC INC
  • Who funds ST OLAF COLLEGE

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Arizona Community FoundationAZ36.2× affinity17 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Arizona Community Foundation · Margaret T Morris Foundation · Jw Kieckhefer Foundation · United Way of Yavapai County Inc · Yavapai Community Hospital Association Dba Yavapai Regional Medical Center · Miter Charitable Foundation · Burton Family Foundation · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Harold James Family Trust Co Ronald James funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%3%10%23%40%your share of their income ↑0%23%45%68%90%share of the org’s income from governmentmedian 3%
  • Embry-Riddle Aeronautical University Inc3% of income from government
no gov moneyreceives it· size = income
0get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Harold James Family Trust Co Ronald James?

Find your warmest path to The Harold James Family Trust Co Ronald James through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 60 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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