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Arizona · Private foundation

The Harold James Family Trust Co Ronald James

Its FY2025 filing reports that it accepted unsolicited grant applications.

$261k
Granted FY2025(still arriving)
19
Grants FY2025
20
Organizations funded FY2024
25%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$5,000
Largest grant, FY2025
$75,000
Organizations funded a year
14 to 26
FY2017 to FY2024
States reached, FY2025
2
Total assets, FY2025
$61M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 25% of the organizations The Harold James Family Trust Co Ronald James funded were first-time grantees, receiving 15% of its grant dollars.

New vs renewed · share of each year

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

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

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

’19’20’21’22’23’24
Arts & CultureEducationHealthFood & NutritionRecreation & SportsHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving19$261k21%
FY202420$510k25%
FY202314$402k29%
FY202218$441k22%
FY202118$504k22%
FY202021$642k43%
FY201922$932k32%
FY201726$889kn/a
94% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$1.7MArts & Culture$885kReligion$472kEnvironment$334kRecreation & Sports$319kYouth Development$95kFood & Nutrition$94kPhilanthropy$50kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 30 grantees

What it could do for these grantees

Plus 33 recipients with no EIN on record ($2.4M), not named here.

Where it is load-bearing

The Harold James Family Trust Co Ronald James supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 26 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetNew Mexico State Univ Fdn Inc: $695,000 over 7y, 0.7% of budgetMarine Military Academy Inc: $247,000 over 7y, 0.5% of budgetTrinity Christian School Inc: $200,000 over 1y, 6.9% of budgetEmbry-Riddle Aeronautical University Inc: $200,000 over 4y, 0.0% of budgetYavapai College Foundation Inc: $141,833 over 8y, 0.8% of budgetGeorge Phippen Memorial Foundation: $113,300 over 8y, 2.5% of budgetFractured Atlas Inc: $100,000 over 1y, 0.3% of budgetMargot Fonteyn Academy of Ballet: $80,000 over 3y, 37% of budgetArizona Philharmonic Inc: $79,500 over 2y, 26% 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: $28,000 over 4y, 2.1% of budgetPrescott Film Festival: $20,000 over 2y, 18% of budgetWest Yavapai Guidance Clinic Inc: $15,000 over 2y, 0.0% 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 budget1888 Buckle Club Inc: $13,500 over 3y, 1.2% of budgetSt Olaf College: $10,000 over 1y, 0.0% of budgetExtended Hands Food Bank: $7,142 over 3y, 0.2% of budgetHorses With Heart Inc: $6,367 over 1y, 1.1% of budgetThe Launch Pad Teen Center: $5,000 over 1y, 0.4% of budgetFresh Start Women's Foundation: $5,000 over 1y, 0.1% of budgetYavapai Food Bank Inc: $5,000 over 1y, 0.3% of budgetArizona Cowboy Poets Gathering: $5,000 over 5y, 0.9% of budgetFirefighter Angel Foundation: $1,200 over 1y, 1.7% of budgetYavapai Exceptional Industries: $1,000 over 2y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 26.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Harold James Family Trust Co Ronald James with peer funders

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.

About The Harold James Family Trust Co Ronald James

How much does The Harold James Family Trust Co Ronald James give?
The Harold James Family Trust Co Ronald James reported 19 grants totaling $260,929 in its FY2025 IRS filing. It funded between 14 and 26 organizations a year over FY2017 to FY2024.
What does The Harold James Family Trust Co Ronald James fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (40%), Arts & Culture (20%), Religion (11%).
Who are The Harold James Family Trust Co Ronald James's largest grantees?
By total granted over FY2017 to FY2025: New Mexico State Univ Fdn Inc ($695k), Marine Military Academy Inc ($247k), Trinity Christian School Inc ($200k).
Does The Harold James Family Trust Co Ronald James fund new organizations?
In FY2024, 25% of the organizations it funded were first-time grantees.
Does The Harold James Family Trust Co Ronald James accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as The Harold James Family Trust Co Ronald James?
Its strongest co-funders, measured against what their size predicts, include Arizona Community Foundation, Margaret T Morris Foundation, Jw Kieckhefer Foundation.
Where is The Harold James Family Trust Co Ronald James based?
The Harold James Family Trust Co Ronald James is based in AZ.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 64 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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