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· Private foundation

The Harold James Family Trust Co Ronald James

Its FY2025 filing reports that it accepted unsolicited grant applications.

$261k
Granted FY2025still arriving
19
Grants FY2025still arriving
2
States reached
$75k
Largest
01What it funds
0194% 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
02FY2025 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k12 grants · $45k
  • $10k–50k6 grants · $141k
  • $50k–250k1 grant · $75k
$5,000
Median grant
2
States reached
$61M
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF AZ FOUNDATION$75,000
Individual grant recipient$40,000
HIGHLAND CENTER FOR NATURAL HISTORY$25,000
PRESCOTT UNIFIED SD EDUCATION FOUND$23,000
GEORGE PHIPPEN MEMORIAL FOUNDATION$20,000
YAVAPAI COLLEGE FOUNDATION$17,929
BOYS GIRLS CLUB OF CENTRAL AZ$15,000
YAVAPAI COUNTY JR RODEO$5,000
POLARA HEALTH$5,000
MARINE MILITARY ACADEMY$5,000
THE LAUNCH PAD TEEN CENTER$5,000
PEOPLE WHO CARE$5,000
YAVAPAI FOOD BANK$5,000
FRESH START WOMEN'S FOUNDATION$5,000
1888 BUCKLE CLUB INC$4,500
02The need
03

Does the money reach high-need areas?

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

show:

Its human-services grants (FY25–25, $10k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%FRESH START WOMEN'S FOUNDATION: $5k → 11%YAVAPAI FOOD BANK: $5k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

77%of every dollar goes to organizations it has funded before.
$3.5M · 31 repeat orgs$1.1M to everyone else

Grantees it renews have grown median revenue +20% since the first grant, against -4% for those funded once.

31 repeat relationships: 15 still active in FY2025, 16 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

31
28

Total granted

$3.5M
$1.0M

Median revenue growth · since first grant

+20%
-4%

Still filing today

45%
29%

New vs renewed · share of each year

In FY2025, 92% of grant dollars renewed an existing relationship; $20k went to new ones.

50%100%’17’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’19’20’21’22’23’24’25
Arts & CultureEducationHuman ServicesFood & NutritionHealthRecreation & SportsOther
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.

Backed again, and grew

  • NM
    New Mexico State Univ Fdn Inc
    7× · 2017–2024 · $695k · revenue +131%
  • MM
    MARINE MILITARY ACADEMY INC
    7× · 2017–2025 · $247k · 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%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
Arizona Latin-American Medical Association
Unclassified
3
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.

—
4
The Dons of Arizona
Education
5
The Bisbee Foundation Inc

Our focus is to work with groups and individuals who are in the arts, humanities, education and historic preservation with goals designed to enhance Bisbees unique place in the history of the Southwest, the contribution made to Bisbees…

—
6
Arizona Railroad Historical Society
Arts & Culture
7
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
8
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
9
Prescott Chorale Inc

Provide Scholarships and Entertain Community

Arts & Culture
10
Prescott Animal Park Association

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

Animals
11
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
12
Boyce Thompson Southwestern Arboretum
—
How this is measured
The grantee most central to the portfolio’s shape is Sharlot Hall Historical Society of Az; 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.
04the grantee network

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 29 of the 64 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
26/29
Grantees still filing
14/29
Grew since first funded

Where the money sits, by cause and then by grantee

GRACE BAPTIST CHURCH: $426,560 · OtherGRACE BAPTIST CHURCHIndividual grant recipient: $317,500 · OtherIndividual grant recipientPRESCOTT AREA ART TRUST: $290,000 · OtherPRESCOTT AREA ART TRUSTHIGHLAND CENTER FOR NATURAL HISTORY: $289,000 · OtherHIGHLAND CENTER FOR NATURAL HISTORYUNIVERSITY OF AZ FOUNDATION: $235,000 · OtherUNIVERSITY OF AZ FOUNDATIONIndividual grant recipient: $161,661 · OtherIndividual grant recipientARIZONA COMMUNITY FOUNDATION OF YAV: $100,350 · OtherBOYS GIRLS CLUB OF CENTRAL AZ: $97,500 · OtherPRESCOTT UNIFIED SD ED FOUNDATION: $96,655 · OtherPRESCOTT UNIFIED SD EDUCATION FOUND: $91,910 · Other+33 more: $494,175 · Other+33 moreNew Mexico State Univ Fdn Inc: $695,000 · EducationNew Mexico State Univ Fdn IncMARINE MILITARY ACADEMY INC: $247,000 · EducationMARINE MILITARY ACADEMY INCTRINITY CHRISTIAN SCHOOL INC: $200,000 · EducationTRINITY CHRISTIAN SCHOOL INCEMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC: $200,000 · EducationEMBRY-RIDDLE AERONAUTICAL UNIVERSITY…YAVAPAI COLLEGE FOUNDATION INC: $141,833 · EducationYAVAPAI COLLEGE FOUNDATION INC+2 more: $23,000 · EducationGEORGE PHIPPEN MEMORIAL FOUNDATION: $113,300 · Arts & CultureGEORGE PH…FRACTURED ATLAS INC: $100,000 · Arts & CultureFRACTURED…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 & CultureFountain Hills & Lower Verde River Valley Museum & Historical Society: $14,912 · Arts & Culture1888 Buckle Club Inc: $13,500 · Arts & Culture+1 more: $5,000 · Arts & CultureARIZONA COMMUNITY FOUNDATION: $50,000 · PhilanthropyPRESCOTT FARMERS MARKET INC: $34,000 · Food & NutritionEXTENDED HANDS FOOD BANK: $7,142 · Food & NutritionWEST YAVAPAI GUIDANCE CLINIC INC: $15,000 · HealthHORSES WITH HEART INC: $6,367 · HealthPrescott Mountain Bike Alliance: $15,000 · Recreation & Sports
Other$2,600,311Education$1,506,833Arts & Culture$396,212Philanthropy$50,000Food & Nutrition$41,142Health$21,367Recreation & Sports$15,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 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: $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
Grantee by grantee: a decade per organization, before and after funding

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

  • Who funds New Mexico State Univ Fdn Inc ↗
  • Who funds MARINE MILITARY ACADEMY INC ↗
  • Who funds TRINITY CHRISTIAN SCHOOL INC ↗
  • Who funds EMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC ↗
  • Who funds YAVAPAI COLLEGE FOUNDATION INC ↗
  • Who funds GEORGE PHIPPEN MEMORIAL FOUNDATION ↗
  • Who funds FRACTURED ATLAS INC ↗
  • 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 WEST YAVAPAI GUIDANCE CLINIC INC ↗
  • Who funds Prescott Mountain Bike Alliance ↗
  • Who funds Fountain Hills & Lower Verde River Valley Museum & Historical Society ↗
  • Who funds 1888 Buckle Club Inc ↗
  • Who funds Prescott School Band Boosters ↗
  • Who funds ST OLAF COLLEGE ↗

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.

How much its grantees rely on government

Each dot is one organization The Harold James Family Trust Co Ronald James funds: left to right is the share of its income from government, bottom to top the share from The Harold James Family Trust Co Ronald James. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 3%
  • Embry-Riddle Aeronautical University Inc: 3% 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, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 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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