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James T Mcafee Jr Charitable Tr Ua Fbo James T Mcafee Jr & Carolyn T

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.14M (2024)

Expenses
$1.09M (2024)

Total Assets
$10.3M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,139,234
Expenses
$1,094,753
Net Income
$44,481
Net Assets
$10,252,263
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $423,810
37.2%
Sales of Assets $715,424
62.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,024,096
93.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,252,263
Total Liabilities $0
Net Assets $10,252,263
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$320,409
Expenses
$1,255,637
Net Income
-$935,228
Net Assets
$10,207,782
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $364,537
> 100%
Sales of Assets -$44,128
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,189,018
94.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,207,782
Total Liabilities $0
Net Assets $10,207,782
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,108,377
Expenses
$694,820
Net Income
$413,557
Net Assets
$11,143,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $347,778
31.4%
Sales of Assets $760,599
68.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $612,706
88.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,143,010
Total Liabilities $0
Net Assets $11,143,010
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,943,352
Expenses
$888,297
Net Income
$1,055,055
Net Assets
$10,729,453
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,114,698
57.4%
Interest Revenue $0
Dividends $319,527
16.4%
Sales of Assets $509,127
26.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $826,764
93.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,729,453
Total Liabilities $0
Net Assets $10,729,453
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$704,894
Expenses
$997,646
Net Income
-$292,752
Net Assets
$9,674,397
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $612,099
86.8%
Interest Revenue $0
Dividends $332,368
47.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $920,059
92.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,674,398
Total Liabilities $1
Net Assets $9,674,397
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,010,213
Expenses
$1,455,152
Net Income
$555,061
Net Assets
$9,967,149
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,098,986
54.7%
Interest Revenue $0
Dividends $339,403
16.9%
Sales of Assets $571,824
28.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,402,212
96.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,967,150
Total Liabilities $1
Net Assets $9,967,149
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,927,642
Expenses
$1,141,976
Net Income
$785,666
Net Assets
$9,412,089
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $925,156
48.0%
Interest Revenue $0
Dividends $295,152
15.3%
Sales of Assets $707,334
36.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,083,462
94.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,412,089
Total Liabilities $0
Net Assets $9,412,089
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,120,514
Expenses
$1,463,839
Net Income
$656,675
Net Assets
$9,265,413
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,128,573
53.2%
Interest Revenue $0
Dividends $278,577
13.1%
Sales of Assets $713,364
33.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,397,910
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,265,413
Total Liabilities $0
Net Assets $9,265,413
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,558,562
Expenses
$1,150,140
Net Income
$408,422
Net Assets
$8,608,738
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,218,426
78.2%
Interest Revenue $0
Dividends $226,108
14.5%
Sales of Assets $114,028
7.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,092,967
95.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,608,738
Total Liabilities $0
Net Assets $8,608,738
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,734,636
Expenses
$1,086,642
Net Income
$647,994
Net Assets
$8,200,316
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,162,855
67.0%
Interest Revenue $0
Dividends $264,902
15.3%
Sales of Assets $306,879
17.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,031,268
94.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,200,316
Total Liabilities $0
Net Assets $8,200,316
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,746,253
Expenses
$974,070
Net Income
$772,183
Net Assets
$7,552,322
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,040,069
59.6%
Interest Revenue $0
Dividends $239,589
13.7%
Sales of Assets $466,595
26.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $918,477
94.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,555,212
Total Liabilities $2,890
Net Assets $7,552,322
Compensation
Key Employees and Officers Compensation Other
Carolyn T Mcafee (Trustee) $0 $0
James T Mcafee Iii (Advis. Comttee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,127,976
Expenses
$979,167
Net Income
$148,809
Net Assets
$6,780,139
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $572,000
50.7%
Interest Revenue $0
Dividends $222,965
19.8%
Sales of Assets $333,011
29.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $925,026
94.5%
Compensation of Officers* $17,500
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,780,139
Total Liabilities $0
Net Assets $6,780,139
Compensation
Key Employees and Officers Compensation Other
James T Mcafee Iii (Advis. Comttee) $17,500 $0
Carolyn T Mcafee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,237,605
Expenses
$1,000,662
Net Income
$236,943
Net Assets
$6,631,330
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $585,100
47.3%
Interest Revenue $0
Dividends $233,547
18.9%
Sales of Assets $418,958
33.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $961,121
96.0%
Compensation of Officers* $46,667
4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,631,330
Total Liabilities $0
Net Assets $6,631,330

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$726,506
Expenses
$866,400
Net Income
-$139,894
Net Assets
$6,394,387
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $279,000
38.4%
Interest Revenue $0
Dividends $226,957
31.2%
Sales of Assets $219,640
30.2%
Other Income $909
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $820,517
94.7%
Compensation of Officers* $70,000
8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,398,183
Total Liabilities $3,796
Net Assets $6,394,387

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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