William D James Trust

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.

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 Sept.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,223
Expenses
$79,054
Net Income
-$21,831
Net Assets
$909,430
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,120
57.9%
Sales of Assets $24,000
41.9%
Other Income $103
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,952
82.2%
Compensation of Officers* $14,446
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $909,430
Total Liabilities $0
Net Assets $909,430
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $14,446 $0

Document Links

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,228
Expenses
$80,476
Net Income
-$30,248
Net Assets
$929,732
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,963
65.6%
Sales of Assets $17,265
34.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,905
81.9%
Compensation of Officers* $16,621
20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $929,732
Total Liabilities $0
Net Assets $929,732
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $16,621 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,878
Expenses
$77,355
Net Income
$17,523
Net Assets
$958,787
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,351
33.0%
Sales of Assets $63,326
66.7%
Other Income $201
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,103
84.2%
Compensation of Officers* $16,197
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $958,787
Total Liabilities $0
Net Assets $958,787
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $16,197 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,974
Expenses
$67,201
Net Income
-$25,227
Net Assets
$941,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,783
> 100%
Sales of Assets -$3,809
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,439
79.5%
Compensation of Officers* $17,808
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $941,233
Total Liabilities $0
Net Assets $941,233
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $17,808 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$92,562
Expenses
$71,096
Net Income
$21,466
Net Assets
$966,177
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,268
29.5%
Sales of Assets $65,294
70.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,525
75.3%
Compensation of Officers* $18,194
25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $966,177
Total Liabilities $0
Net Assets $966,177
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $18,194 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,427
Expenses
$65,548
Net Income
$47,879
Net Assets
$944,762
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,415
24.2%
Sales of Assets $85,251
75.2%
Other Income $761
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,006
80.9%
Compensation of Officers* $16,120
24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $944,763
Total Liabilities $1
Net Assets $944,762
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $16,120 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,981
Expenses
$68,073
Net Income
-$24,092
Net Assets
$897,275
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,735
58.5%
Sales of Assets $18,246
41.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,966
80.7%
Compensation of Officers* $16,037
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $897,276
Total Liabilities $1
Net Assets $897,275
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $16,037 $0

Document Links

Fiscal Year Ending Sept.
2018

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 Sept.
2017

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 Sept.
2016

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 Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,005
Expenses
$72,520
Net Income
-$40,515
Net Assets
$977,061
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,661
92.7%
Sales of Assets $2,344
7.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,672
82.3%
Compensation of Officers* $16,954
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $977,061
Total Liabilities $0
Net Assets $977,061

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,261
Expenses
$68,347
Net Income
-$29,086
Net Assets
$1,015,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,715
73.1%
Sales of Assets $10,546
26.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,159
77.8%
Compensation of Officers* $17,293
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,015,033
Total Liabilities $0
Net Assets $1,015,033

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,373
Expenses
$17,450
Net Income
$51,923
Net Assets
$1,040,126
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $31,561
45.5%
Dividends $0
Sales of Assets $37,812
54.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,945
28.3%
Compensation of Officers* $16,458
94.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,040,126
Total Liabilities $0
Net Assets $1,040,126

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,916
Expenses
$67,704
Net Income
-$36,788
Net Assets
$991,269
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,186
94.4%
Sales of Assets $1,730
5.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,242
81.6%
Compensation of Officers* $13,809
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $991,269
Total Liabilities $0
Net Assets $991,269

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,729
Expenses
$65,674
Net Income
-$945
Net Assets
$1,034,661
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,174
51.3%
Sales of Assets $30,325
46.8%
Other Income $1,230
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,027
83.8%
Compensation of Officers* $13,038
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,034,661
Total Liabilities $0
Net Assets $1,034,661

Document Links

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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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