9 90 OMB No. 1545-1304 7
arm

Return of Organization Exempt From Income Tax
Under section 501(c]. 517. or 1141mm oi the lrtternal Revenue Code (except private foundations)

2015

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I . .
News: ?13:12:21.1?
A For the 2015 calendar year, or tax year beginning 2t'i15. and ending .
Check it applicable: C- Name at organization TH JANE PARTNERSH I Employer identification number
Address change Doing business Name change and SWEET [or RC). boil it mail Is not delivered to street add rose] Roomrsuite Telephone number
Initialreturn OLD KEENE MILL ROAD (703) 569?4653
Fm City or town. state or province. county. and ZIP or foreign postal code
Amended return BURKE VA 2 2 Gross recess Application pending Home and address at ?napalm-m; Hie} Is this a group return for subordinates? Eves gills
CHRISTUFHEF. RGGERS 9342-3 LE teas HILL Io BURKE vs. 2 2 1 5 ?m stag]! 
I Tait-exempt status IXISUIICJISJ I I501 i ?nsen no.) i or [52?
Website: . ame spartne rship . org Hie} Group exemption number It-
Form o1 organization: [XlCorporalion I [Trust I I Association I I Other I Year orfonnalion: 2 8 I State of legal domicile. VA
[fart I Su mmary
i 1 (1356933 Ti ?71921231915 IfiEc ?31.15 ELIE a LTQ EL 
9313.331; ERIE 33.1 ,5 th?iill F93 
sausages. so .Bsaoss assess sea posse: or. he soon: new 1.322 i. 
I 'iE_ 30219219? 3391113511. 3&2 _Bl 1311:1931; SL313- SJZHE @345 
2 Check this box Erif the organization discontinued its operations or disposed of more than 25% of its net assets.
'5 3 Number of voting members of the governing body {Part?v?L line 1a} r.
4 Number of independent voting members of the governing body {Part VI, line 1b) 4 2
:g 5 Total number of individuals employed in calendar year 2015 (Pan line 23} 2
6 Total number of volunteers (estimate it necessary} 5 
7: Total unrelated business revenue from Part ?v?ili. column (B). line 12 . Ta 0 
I: Met unrelated business taxable income from Form sell-T. line 34 1'1: 0 -
Prior Year Current 1i'ear
a 3 Contributions and grants (Part line 1h) 359, 015. 4413.. 443 
5 Program service revenue (Part line 29Investment income (Part column (A). lines CI. 4, and To} 
c: 11 Other revenue {Part column (A), lines 5, 5d. 3e. 53c. 10c. and 11a) . 1 1 .
12 Total revenue add lines 8 through 11 [must equal Part column (A). line 12Grants and similar amounts paid (Part IX. column lines 1-3} {j 3 5 5 
14 Bene?ts paid to or for members [Part IX. column (A). line 4} 
15 Salaries. other compensation, employee bene?ts (Part IX. column lines 5-1016: Professional fundraising fees {Part ix. column line 11a) 
Total fundraising expenses {Part IX. column line 25Other expenses (Part IX, column (A), lines 11a?1 1o. 111-2412Total expenses. Add lines 13-17 (must equal Part Ix, column (A), line 25) . 603. 351 i 736.
19 Revenue less expenses. Subtract line 1alromilne1Beginning of Current Year End of Year
E: 2o Total assets {Pal?tX. iine'iE) 135,. 625. 209,315.
a 21 Total liabilities {Part it. line 25Net assets or fund balances. Subtract line 21 from line 2.35 1 1 5 .
I?art Il:i.2. I Simwe Block
Under pcnaities of erjury. I declare that 1 have an mined this return. Including a nving schedules and statements. and to the best or my knowledge and belief. it is tme. correct. and
complete. Declare on of preparer {other than ofticer] is based on all intonneticn of vii-I ch preparer has any know-teens.
- #:55 r. git feud-I
Sign SI Wef?cer Date
Here CHRI STOPHER ROGERS CHAIRMAN
Typa or print name and title.
preparers name Preparers signature Date Check if PTIN
Paid DAVI c. BURKHARDT . CPR :rci'. Mair? C3031 err-employed PO 023 4 622
Preparer Finn's name Hendershot, Burkhardt Associates . Certified Public Accountants
Use Only smears. 1525 Presidential Lane Firm?sz 54 -1 801239
Mattresses VA 20109 Phonene 17.03] 351-1592 
May the discuss this retum with the preparer shown above? (see instructions) Ix] Yes I No

 

BAA For Papemork Reduction Act Notice. see the separate instructions. muons

Form 990 [2015}

Form 990 {2015} THE JAMES PARTNERSHIP 26-2521115 Page 2
I Part ill ?tatement of Program Service Accomplishments

Check if Schedule 0 contains a response or note to any line in this Part ill 

1 Brie?y describe the organization's mission:







 

 

2 Did the organization undertake any signi?cant program services during the year which were not listed on the prior

Form 990 or 990-52? . Yes No
If 'Yes,? describe these new services on Schedule D.
3 Did the organization cease conducting. or make signi?cant changes in how it conducts, any program services? Yes No

it 'Yes,? describe these changes on Schedule 0.

4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.

Section 501(c)(3) and 501$; (4i organizations are required to report the amount of grants and allocations to others. the total expenses,
and revenue, If any. for each program service reported.

 

 

(Code: (Expenses 31 7 50 5 including grants of 




















 














 










 

4 Other program services. (Describe in Schedule 0.)
(Expenses including grants of {Revenue 
4 Total program service expenses II- 3 1 7' 5r] 5 

BAA Teeamcz means Form see (2015}

Form990l2015) THE PARTNERSHIP 26-25211;5 Page-3

l?rt' I?ll Checklist of Required Schedules

 

 

?l Ewedoggejtization described in section 501 [0)(31 or {other than a private foundation)? it ?Yes, complete




3 Did the Organization engage in direct or indirect political campaign activities on behalf of or In opposition to candidates
for public office? if "r?es, ?complete Schedule C, Part 

4 Section 501(c)(3) organizations. Did the organization ?l?g?ge in lobbying activities, or have a section 501 election
in effect during the tax year? if ?Yes,?compieie Schedule art ll 

5 Is the organization a section 501 103(4). 501 or 501lcll?) organization that receives membership dues,
assessments, or similar amounts as de?ned in Revenue Procedure 08-19? if ?Yes, complete Schedule C, Perl 

IE Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right
:3 provide advice on the distribut on or investment of amounts in such funds or accounts? if "Yes, complete Schedule D,
art?l 
Did the organization receive or hold a easement including easements to preserve open space, the
environment, historic land areas, or historic structures? it ?Yes. complete Schedule D, Part ll 
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? it ?Yes.?
complete Schedule D, Part ill 

9 Did the organization report an amount in Part X, line 21 . for escrow or custodial account liability; serve as a custodian
for amounts not listed In Part it; or provide credit counseling, debt management, credit repair, or debt negotiation
services? if "r'es, ?complete Schedule D, Part ll! 

10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments,
permanent endowments, or ducal-endowments? if 'Yes, complete Schedule D, Part 

11 If the organization?s answer to any of the following questions is "lee?. then complete Schedule D, Parts VI. VII, IX,
or as applicable.

at Didpthe origanization report an amount forland. buildings and equipment in Part K, line 10? ll rYes. ?complete Schedule
art if 



Did the organization report an amountfor investments other securities In Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? if 'Yes, complete Schedule D, Part  .r?li 

Did the organization report an amount for investments program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? ll ?Yes, complete Schedule Dr Part 

Did the anizatlon report an amount for other assets in Part it, line 15 that is 5% or more of its total assets reported
in Pan X, the 15? ll "fee, complete Schedule D, Part or 

Did the organization report an amount for other liabilities in Part X, line 25'? if 'Yes, complete Schedule D, Part 

Did the organization?s separate or consolidated ?nancial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740}? ll 'Yes,?compiete Schedule D, Part . . . . .

12a Did the anization obtain separate, independent audited financial statements for the tax year? it "Yes, rcornplete
Schedule Parts Xi, and 

I: Was the organization included In consolidated. independent audited ?nancial statements for the tax year? it ?Yes, 'and
if the organization answered ?No?to line 123, than completing Schedule D. Par-ls Xi and Kit is optional .

13 Is the organization a school described in section ll ?Yes,?complete Schedule 
14: Did the organization maintain an of?ce, employees, or agents outside of the United States? 

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,
business. nvestment. and program service activities outside the United States, or aggregate foreign investments valued
at $100,000 or r'hore'iI if ?Yes,'compiete Schedule F. Farts land lv' 

15 Did the organization re on on Part IX, column (A). line 3, more than $5,000 of grants or other assistance to or for any
foreign organization? 'Yes, complete Schedule F, Parts ii and iv 

16 Did the organization report on Part IX. column (A). line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign individuals? if ?Yes, complete Schedule F, Parts ill and 

1? Did the or anlzation report a total of more than $15,000 of expenses for professional fundraising services on Part IX.
column (A lines and 119? if ?Yes,?compiete Schedule G, Part i (see 

18 Did the organization report more than 515,000 total of fundraising event gross income and contributions on Part 
lines to and Eta? it ?Yes, complete Schedule Part ll 

19 Did the organization report more than $15,000 of gross income from gaming activities on Part line Be? it ?Yes,?
complete chedule G. Perl ill 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes 143 
141:: 
15 
16 
1? 
10 
is 

 

BAA racemes 10l12l?l?

Form 990 [2015}

Form 99012015) THE JAMES PARTNERSHIP 2 6?252 1 115 Page 4
lion JV 1 Checklist of Required Schedules (continued)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes No
20:: Did the organization operate one or more hospital facilities? if ?res?. complete Schedule 20a 5?7
If 'Yes' to line 20a. did the organization attach a copy of its audited ?nancial statements to this return? 20b
21 Did the organization report more than $5.000 of grants or other assistance to any domestic organization or
domestic government on Part IX. column line 1? ll 'Yes,'complete Schedule l. Parts land ll 21 
22 Did the anization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX.
column (A . line 2? li' ?Yes. ?complote Schedule l. Parts and lil . 22 
23 Did the organization answer "fee? to Part Vii, Section A. line 3. 4. or5 about compensation of the organization's current
and former of?cers. directors, trustees. key employees. and highest compensated employees? if 'Yes.? complete
Schedule . 23 
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last da of the year. that was issued after December 31. 2002? ll "res, answer lines 24b through 24d and
complete chedule K. if 'l'ilo. go to line 25a 24a 
Did the organization invest any proceeds of tax?exempt bonds beyond a temporary period exception? 24h
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds? 24c
Did the organization act as an ?on behalf of? issuer for bonds outstanding at any time during the year? 24:]
25:! Section 501(c)(3), and 501(c)(3) organizations. Did the organization engage in an excess bene?t
transaction with a disquall red person during the year? lf 'Yos. complete Schedule sir-ll 253 
Is the organization aware that it engaged in an excess bene?t transaction with a disquali?ed person in a prior year. and
that the transaction has not been reported on any of the organization's prior Forms 990 or if 't?es. complete
Schedule L. Part 25b 
26 Did the or anizatjon report any amount on Part it. ?ne 5. E. or 22 for receivables from or payabies to any current or
former more. directors. trustees. itey employees. highest compensated employees. or disquali?ed persons?
it "Fast complete Schedule L. Parr ll 26 
27 Did the organization provide a grant or other assistance to an of?cer. director. trustee. key employee. substantial
contributor or employee thereo . a grant selection committee member. or to a 35%. controlled entity or family member
of any of these persons? if ?Yes. ?complete Schedule L. Part ill 27 it
23 Was the organization a party to a business transaction with one of the following parties (see Schedule L. Part 
instructions for applicable ?ling thresholds. conditions, and exceptions]:
as A current or former of?cer. director. trustee. or key employee? ll' ?Yes. Schedule t. Part iv 233 
A family member of a current or former of?cer. director. trustee, or key employee? if ?Yes, complete
Schedule L. Part iv? 23b 
a An entity of which a current or former of?cer. director. trustee, or key employee {or a family member thereof) was an
of?cer. director. trustee, or direct or indirect owner? if "i?es. complete Schedule Part 20c 
29 Did the organization receive more than $25000 in non-cash contributions? if ?has, complete Schedule 29 it
Did the organization receive contributions of art, historical treasures. or other similar assets. or quali?ed conservation
contributions? ll' Tos.? complete Schedule rill 33 
31 Did the organization liquidate. terminate. or dissolve and cases operations? it 'Yes. complete Schedule N. Par-r 31 it
32 Did the organization sell. exchange. dispose of. or transfer more than 25% of its net assets? lf ?Yes, complete
Schedule N. Part ll 32 
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections
301 .7701-2 and 301.7701?3? if ?Yes.?compiete Schedule R. Par-ti 33 
34 Was the organization related to any tax-exempt or taxable entity? if "res. complete Schedule R. Part ll. ill. or ill,
and Part line 1 34 
353 Did the organization have a controlled entity within the meaning of section Sizibiitai? 35a )1
If "r?es? to line 35a. did the organization receive any payment from or engage in any transaction with a controlled
entity within the meaning of section if Yes. complete Schedule R. Part if. line 2 35b 
36 Section 501 Elfin organizations. Did the organization make any transfers to an exempt non-charitable related
organization ?Yes, cornplere Schedule R. Part V, line 2 3E 
3? Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is
treated as a pare-rership for federal income tax purposes? if ?Yes, complete Schedule R, Part ill 37 
33 Did the organization complete Schedule and provide explanations in Schedule for Part Vi. lines 11b and 19? .
Note. All Form eso ?lers are required to complete Schedule 0 as 

 

 

BM

TEEAUTDI- 10l12l'15

 

Form 990 (2015}

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990 (2015] THE JAMES PARTNERSH Page 5
[Part M-iStatements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response or note to any line in this Part 
I Yes No
1 3 Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1 a 0 
Enter the number of Forms included in line 1a. Enter 4} it not applicable 1 
Did the organization compiy with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners? 1 
a Enter the number of employees reported on Form WVS. Transmittal of Wage and Tax State-
ments. ?led for the calendar year ending with or within the year covered by this return 2 at 2
if at least one is reported on line 2a. did the organization ?le all required federal employment tax returns? 2 
Note. If the sum of lines is and 2a is greater than 250. you may be required to e-?le (see instructions}
3 it Did the organization have unrelated business gross income of $1 pop or more during the year? 3 a 
if "r'es' has it ?led a Form 9901' for this year? it 'llto'tolr'ne 3b. provide an explanation in Scheduie _3b
4 a At any time during the calendar year. did the organization have an interest in. or a signature or other authority over. a
?nancial account in a foreign country (such as a bank account. securities account. or other financial account)? 4 a 
If ?Yes.? enter the name of the foreign country: 
See instructions for ?ling requirements for Form 114. Report of Foreign Bank and Financial Accounts. (FEAR)
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5 a 
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5 
it 'Yes.? to line 5a or 5b. did the organization ?le Form sass-T? 5 
6 a Does the organization have annual gross receipts that are normally greater than $100,000. and did the organization
solicit any contributions that were not tax deductible as charitable contributions? a 
If ?Yes.' did the organization include with every solicitation an express statement that such contributions or gifts were
not tax deductible? 
Organizations that may receive deductible contributions under section Wilts].
a Did the organization receive argayment in excess of made partly as a contribution and partly for goods and
services protruded to the payo 'r a 
If 'Yes,? did the organization notify the donor of the value of the goods or services provided? i' 
0 Did the organization sell. exchange, or othenrriss dispose of tangible personal property for which it was required to file
Form 8282? . - 7' ii
If ?Yes.? indicate the number of Forms 8282 ?led during the year Edi 
Did the organization receive any funds. directly or indirectly, to pay premiums on a personal bene?t contract? 7 
Did the organization. during the year. pay premiums. directly or indirectly. on a personal bene?t contract? 't 
If the organization received a contribution of quali?ed intellectual property. did the organization ?le Form 3399
as required? 
It if the organization received a contribution of cars. boats. airplanes, or other vehicles. did the organization ?le a
Form 1093?0? 't 
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring
organization have excess business holdings at any time during the year? 
9 Sponsoring organizations maintaining donor advised funds.
a Did the sponsoring organization make any taxable distributions under section 4966? a a
Did the sponsoring organization make a distribution to a donor, donor advisor. or related person? 9 
10 Section organizations. Enter:
a initiation fees and capital contributions included on Part line '12 I too
Gross receipts. included on Form see. Part vni. line 12. for public use of club facilities i?b
1 1 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders 11 a[
Gross income from other sources {Do not not amounts due or paid to other sources 
against amounts due or received from them.) 11 
12 a Section dacttaitti non-attempt charitable trusts. Is the organization ?iing Form 990 in lieu of Form 1041? _1_2_a
It enter the amount of tax-exempt interest received or accrued during the year I 12 bl
13 Section 501(c)(3) quali?ed nonpro?t health insurance issuers.
a Is the organization licensed to issue quali?ed health plans in more than one state? 13a
Note. See the for additional information the organization must report on Schedule 0.
Enter the amount of reserves the organization is required to maintain by the states in
which the organization is licensed to issue quali?ed health plans 13b
Enter the amount of reserves on hand 13 
14a Did the organization receive any payments for indoor tanning services during the tax year? 14a 
If 'Yes.? has it ?led a Form 3'20 to report these payments? it ?No, ?provtde an explanation in Schedule 0 14 
BAA restores 10t12I'15 Form see {2015}

Form THE JAMES cosmonauts 26-253115 page;

[Part VI lGovamance. Management. and Disclosure For each "Yes?response to lines 2 through 7b below. and for
a ?No?response to line 8a. so. or tub below. describe the circumstances, processes, or changes in
Schedule 0. See instructions.
Check if Schedule 0 contains a response or note to any line In this Part VI [3

Section A. Governing?ody and Management

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes No
1 a Enter the number of voting members of the governing body at the end of the tax year 1 a at
If there are material differences in voting rights among members
of the governing body. or if the governing body delegated broad
authority to an executive committee or similar committee, explain in Schedule 0.
it Enter the number of voting members included in line is. above. who are independent 1 2
2 Did any of?cer. director. trustee. or key employee have a family relationship or a business relationship with any other
officer. director. trustee. or key employee? 2 
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision
of of?cars. directors. or tmstaes. or key employees to a management company or other person? 3 
4 Did the organization make any signi?cant changes to its governing documents
since the prior Form 990 was ?led? y;
5 Did the organization become aware during the year of a signi?cant diversion of the organization '5 assets? 5 
6 Did the organization have members or stockholders? 
a Did the organization have members, stockholders. or other persons who had the power to elect or appoint one or more
members of the governing body? 7 a 
Are any governance decisions of the organization reserved to (or subject to approval by) members.
stockholders. or persons other than the governing body? _?rb 
it Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following:
a The governing body? a a 
Each committee with authority to act on behalf of the governing body? a 
a Is there any officer. director. trustee. or key employee listed in Part VII. Section A. who cannot be reached at the
organization?s mailing address? if "i?es. 'provlds the names and addresses in Schedule 0 9 
Section B. Policies This Section El requests inlonnation about policies not required by the internal Revenue Code.)
I Yes No
111a Did the organization have local chapters. branches. or af?liates? 1a a 
If 'Yes.? did the organization have trvritten policies and procedures governing the activities of such chapters. al?liales. and branches to ensure their
operations are consistent with the organization's exempt purposes? 1 
11 it Has the organization modded a complete copy of this Form 990 to all members of its governing body before ?ling the form? 11 a 
Describe in Schedule 0 the process. if any. used by the organization to review this Form 990.
12: Did the organization have a written con?ict of interest policy? if ?lvo.?go to line is 123 
I: Were of?cers. directors. or trustees. and key employees required to disclose annually interests that could give rise m?
to con?icts? . 12 
t: Did the organization regularly and consistently monitor and enforce compliance with the policy? if "r?es. describe in
Schedule 0 how this was done 12c 
13 Did the organization have a written whistlebiower policy? . 13 
14 Did the organization have a written document retention and destruction policy? 14 
15 Did the presses for determining compensation of the following persons include a review and approval by independent
persons. comparability data. and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO. Executive Director. or top management of?cial i? s:
Other of?cars or key employees of the organization 15 
If 'Yes? to line 15s or 15b. describe the process in Schedule 0 (see instructions).
15 a Did the organization invest to. contribute assets to. or participate in a ioint venture or similar arrangement with a
taxable entity during the year? _1 a a 
if ?Yes.' did the organization follow a written policy or rooedure requiring the organization to evaluate its
participation in joint venture arrangements under app icable federal tax law. and take steps to safeguard the
organization's exempt status with respect to such arrangements? 16 

 

 

Section C. Disclosure
1'lr List the states with which a copy of this Form 990 is required to be ?led Ir gag 5,3311 9_99_. EaE'iasl-in? 13 icEn?nEejiL 

18 Section 5104 requires an organization to make its Forms 1023 (or1024 if applicable]. 990. and QED-T (Section only] available
for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's Website Upon request Other {explain in Schedule 0)

19 Describe in Schedule 0 vmelhar {and it so. how] the organization made its governing documents. con?ict at interest policy. and ?nancial statements available to
the public during the lat: year.

20 State the name. address. and telephone number of the person who possesses the organization's books and records: Ir
CHRISTOPHER ROGERS 9302-(3 GLD KEENE MILL RD BURKE VA 22015 l'l03} 
BAA 10l12l15 Form see {2015}

 

Form 990 (2015) THE JAMES PARTNERSHIP 26?2521115 Page?
[Part VII lCompensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees. and
independent Contractors
Check it Schedule 0 contains a response or note to any line in this Pan Vii 
Section A. Of?cers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organization's tax year.
List all of the organizations current of?cers. directors, trustees {whether individuals or organizations), regardless of amount of
compensation. Enter in columns (E), and (F) if no compensation was paid.
I List all of the organization's current key employees, it any. See instructions for de?nition of 'Itey employee.?
0 List the organization?s ?ve current highest compensated employees (other than an of?cer, director. trustee. or l-tey employee)
who received reportable compensation (Box 5 of orm W-2 andlor Box of Form WEE-MISC) of more than $100,000 from the
organization and any related organizations.
I List all of the organization's former of?cers. key employees, and highest compensated employees who recelued more than $100,000
of reponeble compensation from the organization and any related organizations.
0 List all of the organization's former director: or trustees that received. in the capacity as a former director or trustee of the
organization, more than 510.000 of reportable compensation from lhe organization and any related organizations.

List persons in the followin order: individual trustees or directors; institutional trustees: of?cers; key employees; highest compensated
employees; and former suc persons.

 

 

Check this box if neither the organization nor any related organization compensated any current of?cer. director. or trustee.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(5)
{Al masses: (Di tEi (F)
Home and Tm" Average is both an of?cer and a Renal-table Reportable Estimated
it?? awass ?saw as
fleet-t 9 a if 3 liar-2r ny-eiiorcielaemsci the
ass a a" .. 3 sass;
leted ?2 3 '3 art-2:0 ns
Orgal'IIztd?r?teald 
a
1393533 .1 9 
CHAIRMAN . . .
El. 3313 55 Jill
BOARD MEMBER 113,401. 0. o.
EL EPLNEE -_59
TREASURER 0 . . .
J11- ?1?;le Q. _0
BOARD MEMBER c. o. .
-l?l 
J?l 


_l?l 1
11m 
[11} 
i121 

_l14} 

 

 

 

 

 

 

 

 

 

 

 

BAA 1w12ns Form 990 {2015)

Form 990 (2015] THE JAMES PARTNERSH Page a
I Part VII iSection A. Of?cers, Directors, Trustees, Key Employees, and Hig?st Compensated Employees (continued)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Bi {Ci
Agorage 1Edd 
- Ours mt, un ESE person is an it] til 
Name and w. ??ght ?ew and a dreclonllrusteei comeg?g?onafronrosette, rotisserie ?retain
hours =1 E'i' LE 8' organization
related 51* 3 3,012 andreleted
organize 3 or- organizations
- tiorrs 
it?: a 3 ?2
title
line] 8 

PE) 
113i 
r17} 
(1 8) 
1123 
?221 

?22} 
{23}

i=1? 
12153 
1bSub-total. . .. 113,401. 0. o.
r: Total from continuation sheets to Part VII. Section A 
dTotaIifadd lines 1hand1c} 113,401. 0. o.
2 Total number of individuals [including but not limited to those listed above) who received more than of reportable compensation
from the organization 1
Yes No

 

3 Did the organization list any former officer, director. or trustee, key employee. or highest compensated employee
on line 1a? if "r?es, complete Schedule for such r'ndr'w'duai 3 

 

4 For any individual listed on line is, is the sum of reportabie compensation and other compensation from
the organization and related organizations greater than $150,000? if ?Yes? compiete Schedute for
such individuai' 4 

 

 

5 Did any person listed on line to receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? it ?Yes, compiete Schedule for such person 5 

 

 

 

Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization. Report compensation tor the calendar year ending with or within the organization?s tax year.

 

 

re} . . (Bl iCi 
Name and address Description of commas Compensation

 

 

 

 

 

 

 

2 Total number of independent contractors (including but not limited to those listed above) who received more than
$00,000 of compensation from the organization 
BAA reruns Form 990 [2015}

 

 

Form 990 (2015]

[Part Statement of Revenue

THE JAMES PFIRTNERSHI 

26-2521115

Page 9

 

Check

 
  
 

A


Total revenue

{Bl
Related or
exempt
function
revenue

(Cl
Unrelated
business

revenue

if Schedule contains a response or note to any line in This Part 


Revenue
excluded from tax
under sections

512-514

 

and Other Similar Amomts

1 a Federated campaigns 1 a

 

Membership dues 1b

 

Fundraising events 1 

 

Related organizations 1 

 

Government grants {contributions} . . 1e

 

1' All other contributions. gills. grants. and
similar amounts not 'nctuded above. . 1 

 

 

440.448.

 

Noncash contributions Included in lines 13-11: 
Total. Add lines 1a?tl' 

..:

h-

 

 

Cont 'buti Gifts. Grants
Program Samoa Revenue ma

2 a some see _D_vo' 

Huinu: Cud-

 

900099

440.448.

7.344.

 

--J

-

Ln 
p.3-
d5

 

 

 



 

Kit?see? sages 535655337?; 
Total. Add lines 2a-2f 

 

 

 

 



7.344.

 

Other Revenue

 

3 investment income (including dividends.
other similar amounts)

4 Income from investment of tax-exempt bond proceeds .

5 Royalties 

interest and
h.

.. 

.-

 

 

 

our

 

{it} Personal

 

6 a Gross rents

 

I: Less: rental expenses

 

Rental income or (toes). .

 

 

Net rental inoome or (loss) 



 

7 a Gross amount from sales of 53cm?

 

 

assets other than inventory

 

 

Less: cost or other basis
and sales expenses . - .

 

 

I: Gain or (loss)

 

 

Net gain or (loss) 

Ea Gross income from fundraising events
[not including. .3
of contributions reported on line to).
See Part IV. line 13 
Less: direct expenses 

 



 

 

 



 



Net income or {loss} from fundraising events I-

9 a Gross income from gaming activities.
See Pan line 19 

In Less: direct expenses 

 

 

 

 

I:

 

Net income or {loss} from gaming activities 

10a Gross sales of Inventory. less returns
and allowances

Less: cost of goods sold 



 

 

 

 



 

Net income or [loss] frorn sales of inventory 

 

 

Missellenoous Revenue

 

lush-u Codi

 

a 

900099

 

ll.

11.

 

 

 

Eli?cone?" rEvTorLE.?. 
a Total. Add lines 11e-11d 

 

12 Total revenue. See instructions . . . .

 

 





1 1. 

 

 

447,803.

 



 

 

0

 

BAA

 



moans

Form 99012015)

Form 990 (2015]

THE JAMES PARTNERSHIP

1 Part iX- I Statement of Functional Expenses

Section 501mm and 501(c)(4) organizations must com

26-25?" 115

piste all columns. All other organize trons most complete column (A).

Page 10

 

Check if Schedule 0 contains a res

genes or note to any line in this Part IX 



 

Do
Eh,

not include amounts reported on lines
re. as, so. and we of Part 

in}
Total expenses

(Bl .
Program sennce
expenses

(Cl
Management and

(Di.

expanses

 

1

1n


Grants and other assistance to domestic
organizations and domestic governments.
See Part IV. line 2t 

Grants and other assistance to domestic
individuals. See Part line 22 

Grants and other assistance to foreign
organizations, foreign governments, and for-
eign individuals. See Part IV. lines 15 and 16 . .

Bene?ts paid to or for members 

Compensation of current of?cers. directors.
trustees. and key employees 

Compensation not included above. to
disquali?ed persons [as de?ned under
section 49530)? l} and persons described
in section 

Other salaries and wages 

Pension plan accruals and contributions
{include section 401(k) and 403th}
employer contributions) 

Other employee bene?ts 

Payroll taxes 

Fees for services {non-employees):
a Management 
is Legal 
Accounting 
Lobbying 
Professional iurdraislng services. See Part line 1? .
Investment management fees 



9 Other. (if line 115; amount exceeds Hill. of line 25. column

{it} amount. list lintl 11g expenses on Schedule . .
Advertising and promotion 
Of?ce expenses 
information technology 
Royalties 
Occupancy 
Travel

Payments of travel or entertainment
expenses for any federal. state. or local
public of?cials 

Conferences. conventions. and meetings . . .
Interest 
Payments to af?liates 
Depreciation. depletion. and amortization. . .

lnsu rance

Other expenses. itemize expenses not
covered above (List miscellaneous expenses
in line 24s. If line 24a amount exceeds 10%
of line 25. column (A) amount. list line 24a
expenses on Schedule D.)

a asserts- seas 
Bess?"sec as; sure 







sales are as access 
All other expenses 
Total functional expenses. Add lines 1 lhrough 24a. .

Joint costs. pomplete this line only if

the organization reported In column (B)

ioint costs from a combined educational
campaign and fundraising solicitation.

Check here if following

SOP 98?2 (A80 953-720} 

4.500.

4.500.

general expenses

 

 

9.150.

9.150.

 

 

 

113.402.

113. 402 .

 

 

 

40. 601.

40. 001.

600.

 

 

2.291.

2.257.



 

 

11. 372.

11,372.

 

 

349.

329.

20.

 

8.101.

 

8.701.

 

 

 

 

 

 

7?5. 400.

59.497.

'i.010.

8.103.

 

6.014.

5.109.

825.

 

2.354.

1.397.

45?.

 

 

 

 

 

9.781.

 

7.831.

 

975.

9?35.

 

16.368.

 

16.368.

 

 

 

 

 

 

3.066.

3.066.

 

 

  

 

3 903.

3. 091

157.

 

1?,632.

 

14.045

1.197

2.901.

 

9.512-

9. 

0.

 

14.954

19.4041

136

3'14

 

3.579.

2.505.

9714.

100.

 

351.736.

31?.506.

21.247.

12,983.

 

 

 

 

 

 

BAA.

10 10i12i'15

Form 990 {2015)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990(2015) THE JAMES PARTNERSHIP 26-2521115 Page11
[Part Balance Sheet
Check if Schedule CI contains a response or note to any line in this Part 5-: . 
.{Al 
Beginning ofyear End of year
1 Cash non-interest-bearing Savings and temporary cash investments 2
a Pledges and grants receivable. net 3
4 Accounts receivableLoans and other receivables from current and former officers. directors.
trustees ke em Io sea. and highest compensated employees. Complete
Part ll of So edue 5
5 Loans and other receivables from other disqualified persons {as de?ned under
section 495811 persons described in section and contributing
employers an sponson?n organizations of section 501(c)(9 voluntary employees?
beneficiary organizations ?see instructions). Complete Part lgof Schedule 
13 1' Notes and loans receivable. net 7
a a inventories for sale Prepaid expenses and deferred charges 9
10a Land. buildings. and equipment: cost or other basis.
Complete Part Vi of Schedule Less: accumulated depreciation 1gb 25' 925? 10_ 616. ma 9' 304 
11 Investments publicly traded securities 11
12 Investments other securities. See Part IV, tine 11 12
13 program-related. See Part IV. line 11 13
1.4 Intangible assets 14
15 Either assets. See Part 1V. line 11 15
15 Total assets. Add lines 1 through 15 (must equal line 34] 1 3.Accounts payable and accrued expenses . . . Grants payable 15
1g Deferred revenue 1g
Tax-exempt bond liabilities 20
it. 21 Escrow or custodial account liability. Complete Part IV of Schedule 21
:2 Loans and other payables to current and former of?cers. directors. trustees.
key employees. hi hest compensated employees. and disquali?ed persons.
:l Complete Part ll 0 Schedule 22
23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable to unrelated third parties 24
25 Other liabitlties (including federal income tax. payables to related third panties.
and other liabilities not included on lines 17-24). Complete Part of Schedule . . . Total liabilities. Add lines 1? through Organizations that follow SPAS (A85 558]. check here land complete
3 lines 27 through 29, and lines 33 and 34.
27 Unrestricted netassets 109? 049. 2? 2.35: 1?6
2 23 Temporarily restricted net assets 23
.5 29 Permanently restricted net assets 29
Organizations that do not follow sets 11? test: see}. check here I- [j
3 and complete lines so through 34.
3 31] Capital stock or trust principal. or currentfunds 30
3 31 Paid-in or capital surplus. or land. building. or equipment fund 31
2 32 Retained earnings. endowment. accumulated income. or other funds 32
33 Total netassots or fund balances 109. [349 33 205? 116 
34 Total liabilities and net assetsr?fund balances BAA Form 990 (2015]

FEEAGTH T?fllf?l?

Form 99'! (2015) THE JAMES PARTNERSHIP 26?2521115 Page 12
lPart It Reconciliation of Net Assets

Check if Schedule 0 contains a response or note to any line in this Part Total revenue {must equal Part column (A). line 12Total expenses (must equal Part IX. column (A). line 25Revenue less eXpensea. Subtract line 2 from Hoot 3 5 . .
4 Net assets or fund balances at beginning of year {must equal Part X. line 33. column (All 4 1 C9 04 
5 Net unrealized gains {losses} on investments 5
Donated services and use of facilities 6
7 Investment expenses 7
3 Prior period adiustments a
9 Other changes in net assets or fund balances (explain in Schedule 0) a
10 Net assets or fund balances at end of year. Combine lines 3 through 9 [must equal Part X. line 33.
column to 2233.116.
Part XII IFinanclal Statements and Reporting
Check if Schedule 0 contains a response or note to any line in this Part 
Yes No
1 Assounting method used to prepare the Form 990: Cash 'Accrual DOther 
if the organization changed its method of accounting from a prior year or checked 'Dther.? explain
in Schedule 0.
2 a Were the organization's ?nancial statements compiled or reviewed by an independent accountant? 2 a 
if 'Yes.? check a box below to indicate whether the ?nancial statements for the year were compiled or reviewed on a
se arate basis. consolidated basis. or both:
Separate basis Consolidated basis DBoth consolidated and separate basis
Were the organization's ?nancial statements audited by an independent accountant? 2 
If ?Yes.' check a box below to indicate whether the ?nancial statements for the year were audited on a separate
basis. consolidated basis. or both:
Separate basis DConsolidated basis consolidated and separate basis
If Yes' to line 2a or 2b. does the organization have a committee met assumes responsibility for oversight of the audit.
review. or compilation of its ?nancial statements and selection of an independent accountant? 2 
If the organization changed either its oversight process or selection process during the tax year. explain
in Schedule 0.
3 a As a result of a federal award. was the organization required to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular a a 
If ?Yes.' did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits. explain why in Schedule 0 and describe any steps taken to undergo such audits 3 
BAA Form 990 {2D15l

TEEAD112 1W2Clr15

SCHEDULE A
{Form 950 or Stilt-E2]

Dope rtmenl oi the Treats-y
Internal Revenue Service

Public Charity Status and Public Support 
Complete if the org?agri?i?gim 2:1 3:31;: gmi?cg??rrg?ntizstion era section 201 5
Attach to Form 990 or Form sac-E2.

lnformatlen about Schedule A {Form 990 or sac-52} and its instructions is 0'1: t?c?i??lic
st mirtgovfform?w. 

 

 

 

Marne ofthe organisation

Employer Identi?cation number

THE JAMES PARTNERSHIP 26?2521115

i?art I iReason for Public Charity Status (Ail organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: {For lines 1 through 11. check only one box.)

 

1 A church. convention of churches. or association of churches described in section 

2 A school described in section )iAMii). (Attach Schedule {Form 990 or 

3 A hospital or a Cooperative hospital service organization described in section 

4 A medical research organization operated in conjunction with a hospital described in section Enter the hospital?s

name. city, and state:

El An anlzation operated for the bene?t of a college or university owned or operated by a governmental unit described in section
1Ttifb (1 {Complete Part II.)

6 A federal. state. or local government or governmental unit described in section 

7 An organization that non-neily receives a substantial part of its support from a governmental unit or from the general public described
in section (Complete Part II.)

a A community trust described in section {Complete Part II.)

An organization that normally receives: more than 33?ii3'ii; of its support from contributions. membership fees. and gross receipts
from activities related to its exempt functions subject to certain exceptions. and (2) no more than 33-1 rats of its support from gross
investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after
June 30. '19?5. See section Eusial?l. (Complete Part 

1o An organization organized and operated exclusively to test for public safety. See section 509(ait4}.
11 An organization organized and operated exciusiveciyfor the benefit of. to perform the functions of. or to carry out the purposes of one
I

or more publicly supported organizations describe it section initial?) or section S?siaiiz?r. See section Check the box in

lines 11a through 11d that describes the type of supporting organization and complete lines

is. and 11g.

:1 Type Alsupporting organization operated. supervised. or controlled by its supported organizationis}. typically by giving the supported
organizationts]: the gower to regulari appoint or elect a majority of the directors or trustees of the supporting organization. You must

complete Part W.

actions A and .

Type ii. A supporting organization supervised or controlled In connection with its supported organizationisi. by having control or

management of the supporti organization vested in the some persons that control or manage the supported organizaticnis}. You
must complete Part IVType Iil functionally integrated. A supporting organization operated in connection with, and functionally integrated with. its supported
organizationis) (aee instructions}. You must complete Part W. Sections A, D, and E.

Type Ill non-functionall
functionally integrated. 

instructions). You must corn

integrated. A supporting organization operated in connection with its supported organization[s} that is not
he organization generally must satisfy a distribution requirement and an attentiveness requirement {see
ete Part W. Sections A and D, and Part V.

2 Check this box if the organization received a written determination from the IRS that it is a Type 1. Type ll. Type functionally

integrated. or Type no
Enter the number of support

n-functionally integrated supporting organization.

ed organizations 

9 Provide the following information about the supported organizationis).

 

 

 

 

 

 

 

 

 

 
 

 

 

 

 

 

 

 

i Name [Ii] . . Amounl of monetary {vi} Amount of other
I I organization organization orgsigtligalisoln Estes support {see inelructions] support {see instructionsi
?aim ""35 1'9 in governing
stave (see 
Yes No
1A)
15).
EL
EL

Tatal .. . -- ..I -. . I: Ei'
BAA For Papertitrorit?eduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form QED or 2015

1011315

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule A (Form 900 or 990-E212015 THE JAMES PARTNERSHIP Page 2
Part II [Support Schedule for Organizations Described in Sections and 
{Complete onty if you checked the box on line 5. 1, or a of Part I or if the organization failed to qualify under Part til. it the
organization fails to qualify under the tests listed below. please complete Part 
Section A. Public Support
Calendar ear or fiscal ear
beginning?) 1 {at 2011 to) 2012 (at 201 2014 {at 2015 [ft Total
1 Gills. grants. contributions. and
membership fees received. am not
- - .. 398,737. 334,743. 291,455. 359,015 436,288. 1,820,238.
2 Tax revenues ievied for the
anization's bene?t and
sit or paid to or expanded
on its behalf 
3 The value of services or
facilities fumiahed by a
governmental unit to the
organization without charge. . .
398,737. 334,743. 291,455. 359,015. 436,288. 1,820,238
5 The portion of total -s . -: . 3" . 
contributions by each person
{other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on iine 11. column (1) . 0 .
6 Public support. Subtract line 5
fromline4 1,820,238.
Section B. Total Support
I I
35:23:93,131? ?01" ?cca year 2011 2012 2013 to) 2014 {cl 2015 it] Total
7 398,737. 334,743. 291,455. 359,015. 436,288. 1,320,238.
3 Gross income from interest,
dividends, pa merits received
on securities cans, rents.
royalties and income from
similar sources 
9 Net income from unrelated
business activities, whether or
not the business is regularly
carried on 
10 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
ethyl.) 31,492. 19,770. 13,698. 5,044 7,355 78,159.
11 Total surgeon. Add lines 7' i" 
Waugh . - . .. 1,898,397.
12 Gross receipts from related activities. etc. (see instructions] 12 I
13 First ?ve years. If the Form 090 is for the organization's ?rst. second. third. fourth. or ?fth tax year as a section 501 (01(3) 
organization. check this box and stop here I- 
Section C. Computation of Public Support Percentage
14 Public support percentage for 2015 [line 0, column (1) divided byline 11Public support percentage from 2014 Schedule A. Part II. line 14 15 95 4 5 at

15a 33-11311. support test - 2015. lithe organization did not check
and stop here. The organizatittrn quali?es as a publicly supports

it 33-11311. support test 2014. If the organization :1
and stop here. The organization qualifies as a pub

11a 10%-facts-and-clrcurnstance3 test 2015. If the or

or more. and if the organization meets the 'facts-and-c
the organization meets the 'facts-and-orcumstanoes?

test 2014-. It the or
or more. and if the organization meets the ?facts
organization meets the ?facts-and-clrcumatance

18 Private foundation. if the organization did not check a box on line 13. 10a. 10b. 17a. or 17b.

test. The organ

id not check a box on line 13 or
iicly supported organization

gehization did not check a box on line 13.
-and~circumstances' test, check this box and at
5? test. The organization quali?es as a publicly

 

 

 

 

the box on line 13. and line 14 is 33?11311: or more. check this box
:1 organization r-

153. and line 15 is 33-11311: or more, check this box

0-D

anization did not check a box on line 13. 163. or 15b. and line 14 is 10%
rcumstancas? test. check this box and stop here. Explain in Part VI hovv
ization quali?es as a publicly supported organization u- 

10a. 10b. or 17s, and line 15 is 10%
up here. Explain in Part VI how the
supported organization 

check this box and see instructions I

 

BAA

TEEADGOZ 111112.115

Schedule A [Form 3510 or sec-E2) 2015

Schedule A (Form 990 or SQU-EZ) 2?15

Part ISupport Schedule for 0
(Complete only if you checked 

to qualify under the tests listed below. please complete Part ll.)

Section A. Public Support

THE JAMES PARTNERSHI 

rganizations Described
he box on iine El of Part I or if in

in Section 

organization failed to qualify under Part ii. If the organization fails



Page 3

 

Calendar year [or ?scal year beginning In) I-
1 Gifts. grants. contributions
and membership fees
received. {Do not include
any 'unuaual grants.?) 
2 Gross receipts from admis-
sions. merchandise sold or
services performed. or facilities
furnished in any activity that is
related to the organization's
tax-exempt purpose 
3 Gross receipts from activities
that are not an unrelated trade
or business under section 513 .

at Tax revenues levied for the
anization'e bene?t and
sit er paid to or expended on
its behalf 
5 The value of services or
facilities fumished by a
governmental unit to the
organization without charge. .

5 Total. Add lines 1 through 5 . .

Ta Amounts included on lines 1.
2. and 3 received from
disquali?ed persons 

Amounts included on lines 2
and 3 received from other than
disquali?ed persons that
exceed the greater of some or
1% of the amount on line 13
for the year 

1: Add lines ?a and 7b 

a Public support. (Subtract iine
Tc from line 6.) 

 

(1112011

{bl 2012

re} 2013

2014

 

re} 2015

Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Section B. Total Support

 

Calendar year (or ?scal year beginning in} 1.
9 Amounts from line 

1i.'r a Gross Income from Interest. dividends.
payments received on securities loans.
rents. royalties and income from
similar sources 
Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30. 19?5 . .
1: Add lines 111a and 10b 
11 Net incoma from unrelated business
activities not included in line 10b.
whether or not the businesa is
regularly carried on
12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain 
Part Vi .) 
13 Total support. Add lines 9.
10c. 11. and 12 



14 First ?ve years. lithe Form 990 is for the organization?s ?rst. second.
organization. check this box and stop here

(ai 2011

2012

 

2013

2014

2015

it] Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

third. fourth. or ?fth tax year as a section 501(c)(3}



 

Section C. Computation of Public Support Percent_age

 

 

 

 

15 Public support percentage for 2015 (line El. column divided by line 13. column 15 is

16 Public support percentage from 2014 Schedule A. Part lli. line 15 1E 35
Section D. Computation of Investment Income Percentage

17 Investment income percentage for 2015 (line 10c, column if] divided by line 13. column 1?

1111 investment income percentage from 2014 Schedule A. Part line 1? 1a

193 support tests 2015. if the organization
is not more than 33-15%. check this box and stop

33411314 support tests 2l14. If the organization did 
line 13 Is not more than 33-18%, check this box and stop here.

20 Private foundation. If the organization 11

BM

 

 

 

The organization quali?es as a publicly supported organization

ot check a box on line 14 or

TEEAEHDE. 

did not check the box on line 14. and line 15 is more than and line 17

line 19a. and line 16 is more than 33-18%, and
The organization quali?es as a publicly supported organization 

to not check a box on line 14. 19s, or 19b. check this box and see instructions 
Schedule A (Form 990 or sad-E21 2:115 

I-

I-



 

 

 

 

 

Schedule A [Form 990 or sec-E2) 2015 THE JAMES PARTNERSHIP 2 542521 1] 5 Page 4
[Part [Supporting Organizations
[Complete only if you checked 3 box in line 11 on Part I. If you checked 11a of Part I, complete Sections
A and B. If you checked 11b of Part i, complete Sections A and C. If you checked 11c of Part I, complete
Sections A, D. and E. If you checked 11d of Part l, complete Sections A and D, and complete Part V.)
Section A. All Supportin Organizations
Yes No

1 Are all of the organization's supported organizations listed by nama in the organization's governing documents?
it We, 'describe in Part Whow the supported organizations are designated. if designated by crass or purpose, describe
the designation. if historic and continuing reiatimship, expiain 

2 Did the organization have any supported organization that does not have an determination of status under section
5D9ta)(1) or ii "r?es, 'exptain in Part Vi how the organization determined that the supported organization was
described in section ??gtaitt) or (2) 

3 a Did the organization have a supported organization described in section ?nitcii-t), or if "res, answer (bi
and beiow 

Did the organization con?rm that each supported organization quaii?ed under section 501(c}(4i. or (6) and
satis?ed the public support tests under section it "r?es,?describe in Part Vt when and how the organization
made the determination



Did the organization ensure that all support to such organizations was used exclusively tor section 
purposes if expiain in Part Vt what controis the organization put in piece to encore such use 

4 a Was any supported organization not organized in the United States {'foreign supported organization?)? it "resend
it you checked He or 1? 1b in Part t. answer {hi and betow 

Did the organization have ultimate control and discretion in decidin whether to make grants to the foreign supported
organization? it 'Yas,?descnbe in Part Vt how the organization be such control and discretion despite being controlted
or supervised by or in connection with its supported organizations 

Did the organization support an foreign supported organization that does not have an IRS determination under
sections 501(c)(3) and or it "Yes. expiain in Part what controis the organization used to ensure that
sit support to the foreign supported organization was used exciustveiy for section (Eli purposes 

5 a Did the anization add, substitute, or remove any supported organizations during the tax ear? it ?Yes, answer to)
and {cl be our (if appticabie). Aiso, provide detaii in Part Vt, inctuding {ii the names and El numbers of the supported
organizations added. substituted, or removed; (ii) the reasons for each such action; the authority under the

organization?s organizing document authorizing such action; and (iv) how the action was accompiished {such as by
amendment to the organizing document) 

Type or Type it only. Was any added or substituted supported organization part of a class already designated in the
organization?s organizing document? . 

Substitutions only. Was the substitution the result of an event beyond the organization's control? 

6 Did the organization provide support (whether in the form of grants or the provision of services or to
anyone other than {ii its supported organizations, individuals that are part of the charitable class bene?ted by one
or more of its supported organizations. or other supporting organizations that also support or bene?t one or more of
the filing organization's supported organizations? it ?Yes, provide detaii in Part in 

1' Did the organization provide agrant, loan, compensation. or other similar payment to a substantial contributor
{de?ned in section 4953(citaii J). a family member of a substantial contributor, or a 35% controlled entity with
regard to a substantial contributor? if "Yes, compiete Patti of Scheduie i. (Form 990 or QQO-EZJ 

3 Did the organization make a loan to a disquali?ed person (as de?ned in section 4953) not described in line i? it ?Yes,?
cumpiete Part i of Ssheduie i. (Form .990 or QQD-EZ) 

a Was the organization controlled direct or Indirectly at any time during the tax year by one or more disquali?ed persons
as de?ned in section 4946 {other than oundation managers and organizations described in section 509(a)(1] or 
if ?Yes, provide detaii in Part 

Did one or more disquali?ed persons (as de?ned in line 9a) hold a controlling interest in any entity in which the
supporting organization had an interest? if "r?es, 'provide detaii rn Part VI 

Did a disquali?ed person [as de?ned in line 9a} have an ownership interest in, or derive any personal bene?t from,
assets in which the supporting organization also had an interest? it "Yes, 'provide detaii in art ir?t 

10 it Was the organization subject to the excess business hotdings rules of section 4943 because of section 494cm (regarding
certain Ty il supporting organizations, and all Type non-functionally integrated supporting organizations}? it 'Yes,?
answert beiow 

Did the organization. have any excess business holdings in the tax year? (Use Scheduie C, Form #20. to determine
whether the organization had excess business hoidingsins

 

 

10h

 

 

BAA Schedule A (Form 990 or 2015

ScheduleAiForm 99D or990?E2)2015 THE JAMES PARTNERSHIP 26?2521115

I_Part IV [Supporting Organizations {continued}

Page 5

 

 

11 Has the organization accepted a gift or contribution from any of the following persons?

a A person who directly or indirectly controls. either alone or together with persons described in and to) below. the
governing body of a supported organization? . 

A family member of a person described in above? 
A 35% controlled entity of a person described In or to) above? it" 'Yes' to a. b. or c. provide detail in Part Vi 
Section B. Type i Supporting Organizations

Yes

No

 

11a

 

11b

 

 

 

11c

 

1 Did the directors, trustees. or membership of one or more supported organizations have the power to regularly appoint
or elect at least a majority of the organization's directors or trustees at all times durin the tax year? ii? We. describe in
Part Vi how the supported organizatiOnfsJ eh'ectiveiy operated, sup ervised, or contro ted the organization '5 activities.
tithe organization had more than one supported organization, describe how the powers to appoint andror remove
directors or trustees were aiiocated among the supported organizatioos and what conditions or restrictions. it any.
applied to such powers during the tax year 

2 Did the organization operate for the bene?t of any supported organization other than the supported organizationts}
that operated. supervised. or controlled the supporting organization? it" "r?es. expiain in Part Vi how providing such

bene?t carried out the purposes of the supported organizationj?s) that operated. supervised. or coniroiied the
Supporting organization 

1 Were a majority of the organization?s directors or trustees during the tax year also a majority of the directors or trustees
of each of the organization's supported organizationjs)? if describe in Part Vi how control or management oi the
supporting organization was vested in the some persons that controiied or managed the supported organizationj?s) 

Yes

No

 

 

 

 

Yes

No

 

 

Section D. All Type ill Supporting Organizations

1 Did the organization provide to each of its supported organizations. by the last day of the fifth month of the
organization's tax year. a written notice describing the type and amount of support provided during the prior tax
year. {ii) a copy of the Form 990 that was most recently ?ied as of the date of noti?cation. and copies of the
organization's governing documents in effect on the date of noti?cation. to the extent not previously provided? 

2 Were any of the organization's of?cers. directors. or trustees either ii) appointed or elected by the supported
organizationis} or (ii) serving on the governing body of a supported anization? it We. 'expiain in Part Vi how
the organization maintained a ciose and continuous working rotations ip with the supported organizationj?si 

a By reason of the relationship described in did the organization's supported organizations have a signi?cant
voice in the organization?s investment policies and in directing the use or the organization?s income or assets at
all times during the tax year? if "r?es. describe in Part Vi the rate the organization's supported organizations piayed
in this regard 

 

Yes

NO

 

 

 

 

 

 

 

1 Check the box next to the method that the organization used to satiety the integrai Part Test during the year (see instructions):
a The organization satis?ed the Activities Test. Compiete this 2 beiow.
The organization is the parent of each of its supported organizations. Compiete tine 3 beiow.

The organization supported a governmentai entity. Describe in Part ir'i how you supported a government entity {see instructions).

2 Activities Test. Answer and beiow.

it Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the
supported organizationis) to which the organization was responsive? it 'Yes. than in Part lh' identity those supported
organizations and expiain how these activities directiy ?rrtherod their exempt purposes. how the organization was
responsive to those supported organizations. and how the organization determined that these activities constituted
substantiaiiy sit at its activities 

Did the activities described in to] constitute activities that. but for the organization's involvement. one or more of
the organization's supported organizationts} would have been engaged in? it Yes. expiain in Part the reasons for
the organ ization ?a position that he supported organizationis) maid have engaged in these activities but for the
organization 's invoivernent 

3 Parent of Supported Organizations. Answer and beiow.

a Did the organization have the power to regulart appoint or elect a majority of the of?cers. directors. or trustees of
each of the supported organizations? Provide etaiis in Part Vi 

it Did the organization exercise a substantial degree of direction over the policies. programs. and activities of each of its
supported organizations? it "res. describe in art lit the rote prayed by the organization in this regard 

 

Yes

No

 

2a

 

2h

 

3a

 

 

 

 

3b

BAA resumes 1?ii'2i15 Schedule A Form 9% or 2015

Schedule A [Form 990 or QQO-EZ) 21115 THE JAMES PARTNERSHIP

 _Part V. Type Non

1

Page?

-Functionally Integrated 509(a}(3} Supporting Organizations

Check here if the organization satis?ed the Integral Part Test as a qualifying trust on November 20. 19m See instructions. All
other Type non-functionally integrated supporting organizations must complete Sections A through E.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Section A Adjusted Net Income (A) Prior Year 
1 Net short-ten'n capital gain 1
2 Recoveries of prior-year distributions 2
3 Other gross income [see instructions} 3
4 Add lines 1 through 3 . . 4
5 Depreciation and depletion 5
6 Portion of operating expenses paid or incurred for production or collection of gross
income or for management. conservation. or maintenance of property held for
production of income [see instructions) 
it Other expenses (see instructions] 
8 Adjusted Net Income (Subtract lines 5, and i? from line 4) 3
Section Minimum Asset Amount to} PriorYear 
'1 Aggregate fair market value of all non-exempt?use assets (see instructions for short
tax year or assets held for pan of year):
3 Average value of securities 1 a
Average cash baiances 1 
:3 Fair market value of other non-exempt?use assets 1 
Total {add lines 1a, 'ib, and 1c} 1d
a Discount claimed for blockage or other
factors (explain in detail in Part 
2 Acquisition indebtedness applicable to non-exempt?uss assets 2
a Subtract line 2 from line 1d a
4 Cash deemed held for exempt use. Enter 1 -1i2% of tine 3 (for greater amount.
see instructions) 4
5 Net value of non-exempt?use assets (subtract line 4 from line 3) 5
6 Multiply line 5 by ,035 
7 Recoveries of prior~year distributions 7
a Minimum Asset Amount {add line Ii? to line B) 
Section - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8. Column A) 1
2 Enter 85% of line 1 2
3 Minimum asset amount for prior year {from Section By line a, Column a
4 Enter greater of line 2 or line 3 4
5 Income tax imposed in prior year 5
6 Distributable Amount. Subtract line 5 from line 4. unless subject to emergency
temporary reduction {see instructions) ti
7 Check here if the current year is the organization's first as a non-functionain?integrated Type Ill supporting organization
(see instructions].
BAA

'10i12t15

Scheduie A {Form sec or ssoazi 2015

Scheduie A (Form 990 or 900-E212015

Section Distributions

1
2

Amounts paid to supported organizations to accomplish exempt purposes 

Amounts paid to perform activity that directiy furthers exempt purposes of supported organizations,
in excess of income from activity 

THE JAMES PARTNERSH IP

26?2521115 Page?
[?rt IType Non-Functionally integrated 5?9i3ii3i Supporting Organizations (continued)

 

Current Year

 

 

Administrative expenses paid to accomplish exempt purposes of supported organizations 
Amounts paid to acquire exempt-use assets 
Quali?ed set~aside amounts (prior IRS approval required} 

 

m??m?u

Other distributions (describe in Part See instructions 
Total annual distributions. Add lines 1 through 

Distributions to attentive supported organizations to which the organization is responsive (provide details

in Part VI). See instructions 
Distributable amount for 2015 from Section C. tine 6 
Line 0 amount divided by Line 9 amount 

 

Section Distribution Allocations (see instructions)

{ii

Excess


nd 
Pro-2015


Distri utable
Amount for 2015

 

Distributable amount for 2015 from Section C, line E. 

Distributions

 

 

Underdistributmns. if any, for years prior to 2015 {reasonable
cause required see instructions) 

  

 

 

Excess distributions carryoveri if any, to 2015:

 

 

 

 

 

 

 

From 2013 

 

 

From 2014 

 

 

 

Total of lines as through a 

 

 

Appiied to underdistnbutions of prior years 

 

Applied to 2015 distributable amount 

 

 

 

Carryover from 2010 not applied {see instructions] 

 

Remainder. Subtract lines 39. 3h. and Si from at 

 

Distributions for 2015 from Section D.
line r: 

 

 

Applied to underdistributions of prior years 

 

Applied to 2015 distributable amount 

 

 

 

Remainder. Subtract iines 4a and 4b from 4 

 

Remaining underdistributions for years prior to 2015, if any.
Subtract lines 39 and 4a from line 2 [if amount greater than
zero. see instructions) . 

 

Remaining underdistributions for 2015. Subtract lines an and 4b
from line 1 {if amount greater than zero, see instructions} 

 

 

Excess distributions carryover to 2015. Add iines Breakdown of line 7

  

 

 

Excess from 2013 

 



 

Excess from 2014 

 


BAA

Excess from 2015 

reason?

 

10"12i'15

 

 

 

Schedule A {Form 990 or 2015

Schedule A (Form 990 or 2015 THE JAMES PARTNERSHIP Page 8

[Part-tn Ian plan-rental Information. Provide the ex Ianetions required by Part II. line oriitaPart Iii. line 12; Part or,
Ion A. tines 1.2.311113. 1111. and 11c; Part IV. Section B. Iines1 and 2: Part Iv. Section C. line i:
Part W. Section 0. lines 2 and 3: Part IV. Section E. lines to. 23. 2b. Se and 3b; Part V, line 1; Part V. Section B. line 18; Part it,

Section D. lines 5. e. and 8; and Part it. Section E. lines 2. 5. and 6. Also complete this part for any additional information.
{See instructions.)

 

Pt II Ln 10 Other Income Part II, Line 10 Description: MISCELLANEOUS 2011: 0. 2012:
0. 2013: 212. 2014: 0. 2015: 11. Description: BOOKS AND 2011:
24419. 2012: 19770. 2013: 14287. 2014: 5844. 2015: 1344. Description:
PROGRAM SERVICE REV 2011: 7073. 2012: 0. 2013: 0. 20.14: 0. 2015: 0.

Description: SALE OF ASSET 2011: 0. 2012: 0. 2013: -361. 2014: 0. 2015:
0 .

 

BM TEEnorioo 1U!12r'15 Schedule A [Form 990 or 2015

 

SCHEDULE Supplemental Financial Statements 
{Form 990] I Complete if the organization answered "r?es' on Form 990. 201 5
Part IV, line B. B. 3. 1?.11il. 11b. 11?. 11d.11e.11f.12a, or 12b.

Attach to Form 990.

 

 

 

 

 

 

 

Information about Schedule [Form seat and its Instructions Is at 
Home at the organization Employer identi?cation number
THE JAMES PARTNERSHIP 26-2521115
IPart I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete If the organization answered 'Yes' on Form 990. Part IV. line S.
ta] Donor advised funds (bi Funds and other accounts

 

 

Total number at end of year 
Aggregate value of contributions to (during year}

Aggregate 1value of grants from [during year) 
Aggregate value at end of year 

 

 

 

 

 

 

 

 

u: ?Lulu?L

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property. subject to the organization?s exciusive legal control? Yes No

It Did the organization inform all grantees, donors. and donor advisers in writing that grant funds can be used only
for charitable purposes and not for the bene?t of the donor or donor advisor. or for any other purpose conferring
impermissible private bene?t? Yes No

IPart It 1 Conservation Easements.
Complete if the organization answered ?Yes' on Form 990. Part IV. line 
1 Purposeis} of conservation easements held by the organization (check all that apply).
Preservation of land for public use recreation or education) gPreservation of a historically important land area

 

 

Protection of natural habitat Preservation of a certi?ed historic structure
Preservation of open space

2 Complete lines 2a through 2d if the organization held a quali?ed conservation contribution in the form of a conservation easement on the
last day of the tax year.

 

 

 

 

 

 

 

 

Held at the End of the Tax Year

a Total number of conservation easements 2 a
Total acreage restricted by conservation easements 2 
Number of conservation easements on a certi?ed historic structure included In 
Number of Conservation easements included in acquired after ?ifTiDB. and not on a historic

structure listed in the National Register 2 

3 Number of conservation easements modified. transfen'ed. released. extinguished. or terminated by the organization during the
tax year 

Number of states where property subject to conservation easement is located 

5 Does the organization have a written policy regarding the periodic monitoring. inspection. handling of violations.
and enforcement of the conservation easements it holds? YES N0

5 Staff and volunteer hours devoted to monitoring, inspecting. handling of violations. and enforcing conservation easements during the year
h-


7 Amou nt of expenses incurred in monitoring. inspecting. handling of violations. and enforcing conservation easements during the year
I-

 

a Does each conservation easement reported on line Eid) above satisfy the requirements of section 
and section DYes No

9 In Part describe how the organization reports conservation easements in its revenue and expense statement. and balance sheet. and
include. if applicable. the text of the footnote to the organization's ?nancial statements that describes the organization's accounting for
conservation easements.

[Organizations Maintaining Collections of Art. Historical Treasures. or Other Similar Assets.
Complete if the organization answered ?Yes? on Form 990. Part IV. line 8.

 

1 a if the organization elected. as permitted under SFAS 116 953). not to report in Its revenue statement and balance sheet works of
art. historical treasures. or other similar assets held for public exhibition. education. or research in furtherance of public sennce, provide.
in Part Kill. the text of the footnote to its ?nancial statements that describes these items.

I: If the organization elected. as permitted under SFAS 116 953]. to report in Its revenue statement and balance sheet works. of art.
historical treasures. or other similar assets held for public exhibition. education. or research in furtherance of public service. provide the
following amounts relating to these items:
it] Revenue included on Form 990. Part line 1 e- 5
(ii) Assets included In Form 990. Part Ir 5

2 If the organization received or held worits of art. historical treasures. or other similar assets for ?nancial gain. provide the following
amounts required to be reported under SFAS 115 (ABC 953} relating to these items:
a Revenue included on Form 990. Part ?ne 1 .. 5

Assets included In Form 990. Part 

BAA For Paperwork Reduction Act Notice. see the Instructions for Form 990. TEEM301 screens Schedule (Form 990} 2015

 

Schedule {Form 99012015 THE JAMES PARTNERSH Page 2
 Part Ill [Organizations Maintainlgg Collections of Art. Historical Treasures. or Other Similar Assets {continued}
3 Using the organization's acquisition. accession. and other records, check any of the following that are a signi?cant use of its collection
items [check all that apply):
a Public exhibition Loan or exchange programs
to Scholarly research Other
Preservation for future generations

4 med?la description of the organization's collections and explain how they further the organization?s exempt purpose in
Part .

5 During the year. did the organization solicit or receive donations of art. historical treasures, or other similar assets

to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes

hr: [Escrow and Custodial Arrangements. Complete if the organization answered 'Yes? on Form 990. Part iv.
line 9. or reported an amount on Form 990. Part X. line 21.

 

 
  
  

 

 

1 a Is the organization an agent. trustee. custodian or other intermediary for contributions or other assets not included
on Form 990. Part X9

If 'Yes.? explain the arrangement in Part and complete the following table:

Yes Ditto

 

 

 

 

 

 

 

 

I Amount
Beginning balance 1 ?h
Additions during the year 1 
a Distributions during the year 1 
Ending balance 1 
2 a Did the organization include an amount on Form 990. Part X. line 21. for escrow or custodial account liability? Yes No
lf?Yes.? explain the arrangement in Part Check here it? the explanation has been provided on Part 

 

En lEndowment Funds. Complete if the organization answered ?Yes? on Form 990. Part IV. line 10.
Cureni year Prior year to} Two years back Three years baclt {at Four years back

 

 

1a Beginning of year balance .
Contributions 

 

 

 

 

 

Net investment earnings. gains.
and losses 

Grants or scholarships 

Other expenditures for facilities
and programs 

Administrative expenses . . .
9 End of year balance 
2 Provide the estimated percentage of the current year and balance [line to. column {all held as:
a Board designated or quasi~endowment .. 
Permanent endonent Ir 
Temporarily restricted endowment 
The percentages on lines 2a. 2b. and 2c should equal 100%.

 

 

 

 

 

 

 

 

 

 

 

 

3 a Are there endowment funds not in the possession of the organization that are held and administered for the

 

 

 

 

 

 

 

organIZation by: Yes No
[it unrelated organizations 33m
related organizations 3a[ii)

If 'Yes' on line 3a{li). are the related organizations listed as required on Schedule 3h

 

4 Describe in Part the intended uses of the organization's endowment funds.
 Part VI iLand, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990. Part iv. line 11s. See Form 990, Part X. line 10.

 

 

 

 

 

 

 

 

 

 

 

 

01' property Cost or other basis {bi Cost or other to} Accumulated Book value
(investment) basis (other) depreciation

1 a Land 

1; Buildings 

Leasehold improvements 
quuiprnent 1'j54_ 292_ 1.462.
33.47?.i 25.633. 7.842.
Total. Add lines 1a through ?is. (Cotumn (of) must equal Form 990. Part X. column line 10c.) 9 3 4 
BAA Schedule (Form 990} 2015

TEEA3302 1 W12l15

Schedule-DiFoerEiU?iJi? THE JAMES PARTNERSHIP 26-2521;15 P3933

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[Part gun: investments Other Securities.
Complete if the organization answered 'Yes? on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
Description of security or category [including name of secur'ly} (bi 300k value Method of valuation: Cost or end-oi-year market value

(1) Financial derivatives 
Cioseiy?held equity interests 
Other 
1A). 
?31 
?91 
?51 
?51 
1'11 

1H1 
ill 
Total. {Coiumn must equai Form 990. Peril", :50an line 12.) . . II-

 

 

Investments Pro ram Related.
Part Complete if the orgasri'rization answered ?Yes' on Form 990. Part iV, line 110. See Form 990. Part X, line 13.

Description of investment Book value [oi Method of valuation: Cost or end-oi-year market value

 

 

 


(2)





l5]






 

 

 

 

 

 

 

 

 

 

 

 

 

 

{mi

 

 

 

  

 
  

Other Assets.
Co if the

  

anization answered 'Yes' on Form 990 Part l?vr line 11d. See FOrm 990 Part line 15.
value

    
  

1o)
Total. (Column {oi must Form 990, Part X, ooiumn (EU line 15. r-

Other Liabilities. .
Complete if the organization answered ?Yes' on Form 990, Part IV, tine tie or See Form 990, Part it. the 25

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Description of liability [hi Book value 
(1) Federal income taxes
PAYROLL LIABILITIES o.
l3i
(4)

i?L
_ili
(3i
_iEi
tiOi
.
Total. (Comm must equaiForm 990, Part X. coiumn line 25Liability for uncertain tax positions. in Part provide the texl oi the [acetate to the organization's ?nancial statements that reports the organization's liability for uncertain
tax positions under Hit 43 140). Check here if the text of the footnote has been provid ed In Part itltl WI

 

BAA TEEAsaoa oeroana Schedule i Form 99012015

 

ScheduIeDiFonn 99032015 THE JAMES PARTNERSHIP 26?2521115 Paced

Part XI IReconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Total revenue. gains, and other support per audited ?nancial statements Amounts included on line 1 but not on Form 990, Part line 12:

a Net unrealized gains {losses} on investments 2 a

Donated services and use of facilities 2 

Recoveries of prior year grants 2 

Other [Describe in Part 2 at

a Add lines 2a through 2d 2 
3 Subtract line 2e from Iine1 3 gg3_
4 Amounts included on Form 990, Part line 12, but not on line I:

a Investment expenses not included on Form 99D, Part line i'h 4 a

Other {Describe in Part mu.) 4 at

Add lines 4: and 4b 4c
5 Total revenue. Add lines 3 and 4c. {This mustequai Form 990. Part i, line 12.} 5 7 a 3 .

 

 

 

[Part XII-I Reconciliation of Eitpenses per Audited Financial Statements With Expenses per Return.
Complete if the organization answered 'Yes' on Form 990, Part IV. line 12a.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Total expenses and losses per audited ?nancial statements Amounts included on line 1 but not on Form 99-0. Part IX, line 25:

a Donated services and use of facilities 2 a]

Prior year adjustments 2 b! 

lDther losses . 2 I:

Other (Describe in Part 2 

Add lines 2a through 2d 2 
3 Subtract line 2e from line Amounts included 0n Form 990, Part IX, line 25. but not on line I

a Investment expenses not included on Form 990. Part line "It: 4a

Other (Describe in Part Db

0- Add lines 43 and 4b 4 
5 Total expenses. Add lines 3 and 4c. {This must equal Form .990. Part i. line 18I?art I Supplemental Information.

Provide the descriptions required for Part II, lines 3, 5. and 9; Part lines ?Ia and 4: Part IV, lines to and 3b; Part?v'. . 
line 4: Part X, line 2: Part XI. lines 2d and 4b; and Part XII. lines 2d and 4b. Also complete this part to provide any additional information.

 

FIN 48 7110) FOOTNOTE TEXT: FORMS 990, RETURN OF

ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION E?z? THE

GENERALLY FOR THREE YEARS AFTER THEY WERE THE ORGANIZAITOH

BELIEVES THERE ARE NOT ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL 
Pt X, Line 2 THE FINANCIAL STATEMENTS.

 

BM Schedule [Form .990} 2015

TEEMISEH 

 

SCHEDULE 
[Form 990)

Statement of Activities Outside the United States 

Complete if the organization answered "I?ea' on Form 9
Attach to Form 590.

so. Part w. line 14b. 15, or 16. 201 5

 

 

 

Department at Ihe Treasury Information about Schedule (Form 990] and its instructions is Open to PUblic
Iniemai Revenue Service at inspection
Name of the organization Employer identi?cation number

THE JMES PARTNERSHIP 26~25211l5

 

 

 Parti General information 

on Form 990. Part iv, line 14b.

1 For grantmakers. Does the organization maintain re
the grantees' eligibility for the grants or assistance.

2 For grantmakers. Describe in Part 

United States.

3 Activities per Region. (T he following Part I. line 3 table can be duplicated if additionai

Activities Outside the

the organization's procedures for monitoring the use of

United States. Complete if the organization answered ?Yes?
cords to substantiate the amount of its grants and other assistance,
and the selection criteria used to award the grants or assistance? DYes Ditto

its grants and other assistance outside the

space is needed.)

 

Region

to Number of
to race in the
raglan

 

is} Number of Activities conducted in

employees
agents. and
independent
Contractors
in region

region (by type) tea.
fundraising. program
services. investments,
grants to recipients
located in the region}

i
(ei lf activity listed in if) Total
is a program expenditures for
service. describe and investments
speci?c type of in region
sewicefs] in region

 



 

i2}

 

i3}

 

i4)

 

t5)

 

 

 



 

 

 

i7)

 

i3}

 

i9}

 

 

 



 

{11}

 

(12!

 

{13}

 

{14}

 

(15)

 

{15)

 

?Ti

 

3 a Sub-total 

 

Total from continuation
sheets to Part I 

 

 

 

0 Totals {add lines 33 and 3b) .

 

 

 

 

 

 

BAA For Paperwork Reduction Act Notice. see the Instructions for Form sac.

 



054'27i15

Schedule {Form 990} 2015

 

Schedule {Form 990} 2015 THE JAMES PARTNERSH IP

IPart ll IGrants and Other Assistance to Organizations or Entities Outside the United States.
990, Part IV, line 1 for any recipient who received more than $5,000. Part II can be dUpli

26-2521115 PageZ

Complete if the organization answered 'Yes' on Form
cated if additional space is needed.

 

 

1 Name of organization IRS 031%?? Region Purpose Amount of if) Manner of la] Amount of Desorip?cn of Method of
sec ran an
(if applicable}

of grant cash grant cash non-cash non-ca sh Valuation (book,
disbursement assistance assistance FW. appraisal.
other)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(14}

 

(15}

 

 

{15]

 

 

 

 

 

 

 

 

 

 

 

 

2 Enter total number of recipient organizations listed above that are recognized as charilies
the grantee or counsel has prcvi ed a section 501(c}(3) equivaiency fetter . . .

3 I-
BAA Schedule (Him) 990) 2015

by the in

reign country. recognized as tax-exempt by the I

. 

R5. or for which

 

TEEASSU2 D?i?ii?

Schedule (Form 990] 2015 THE JAMES PARTNERSHI 

[Part-Ill Grants and Other Assistance to I
Part IV, line 16. Part 

ndividuals Outside the United States.
can be duplicated if additional space is needed.

25?2521115 Pages

Complete if the organization answered 'Yes' on Form 990.

 

Type of grant or assistance

Region

is] Number {dj Amount of Manner of Amount of nonu
of recipients cash grant cash cash assistance
disbursement

Description of Method of
non?cash assistance valuation (hook.
FMV. appraisal.

other}

 

PROGRAM SERVICES

Sub-Saharan Africa

9, 150 . CHECK

 

l2}

 

 

 

 

 

 

 

 

 

 

 

 

i9}

 

(10]

 

(11}

 

1'12!

 

i131

 

(14}

 

 

 

[15}

 

 

[1 5)

 

 



 

(13)

 

 

 

 

 

 

 

 

 

 

 

 

 

BAA

TEEA3503 05!??f15

Schedule [Form 990} 2015

ScheduleFrForm 99012015 THE JMJES PARTNERSHIP 26?2521115

I Fart I Foreign Forms

1

Was the organization a U3. transferor of property to a foreign corporation during the tart year? it "Has, ?the
organization may be required to Form 926, Return by a U5. Trensieror of Property to a Foreign
Corporation (see instructions for Form 925}. . . :lYes

Did the organization have an interest In a foreign during the tax year? it ?Yes; the organization may he

required to separateiy the Form 3520, Annuai stunt To Report Transactions with Foreign Trusts and Receipt

of Certain Foreign Gifts, andfor Form Annuai information Return of Foreign Trust With a US.

Orr-mar (see instructions for Forms 3520 and 352041; do not ?ts with Form 990) Dyes

Did the organization have an ownership interest in a foreign corporation during the tax year? it ?Yes, the
organization may he required to tire Form 54H, information Return of US. Persons t?t?rth Respect To Certain
Foreign Corporations {see instructions for Form 54th Drag

Was the organization a direct or indirect shareholder of a passive foreign investment company or a quali?ed

electing fund during the tax year? it ?Yes, 'the organization may be required to tiie Form 8621, information

Return by a Sharehoider of a Passive Foreign investment Company or Quaiified Eta-sting Fund {see

instructions for Form 3621) Yes

Did the organization have an ownership interest in a foreign partnership during the tax year? it "ties. the
organization may be required to Form 8365, Return of US. Persons With Respect to Certain Foreign
Partnerships {see instructions for Form 3365) :l?r'es

Did the organization how any operations in or related to any boycotting oountries during the tax year?
it 'Yes. the organization may he re uired to separateiy fiie Form 5H3. internationei Boycott Report (see
instructions for Form 5?13.? do not tie min Form 990). . . . Utes

Page 4

'No

'No
.No

'No
.No
.No

 

BAA

reassess oserns Schedule (Form see} 2015

 

Schedule {Form 99012?15 THE JAMES PARTNERSHI  Part VI Supplemental Information

Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3. column 
(accounting method; amounts of investments vs. expenditures per region); Part II. line 1 (accounting
method); Part (accounting method); and Part column (estimated number of recipients}. as
applicable. Also complete this part to provide any additional information (see instructions).



Page 5

BAA TEEASED-I 1on2r15 Schedule (Form 990} 2015

SCHEDULE Transactions With interested Persons 

[Rm 99? 999-521 - Complete if the organization answered ?l'ea? on Form see. Part llr, line 25a, 25b. 25, 27, 23a, 201 5

28b, or 23c. or Form QED-E2. Part line 38: or 40b.

Attach to Form 990 or Form QED-E2. 

on,? new?, lnfonnatlon about Schedule (Form sea or sail-E2} and its instructions is Open To Rubin:
Internal Revenue Service at Inspection

Name at the organization

 

 

 

 

 

Employer Identi?cation number

THE JAMES PARTNERSHIP 26-2521115

[Part Excess Bene?t Transactions section 501gc)(3), section and 5019(29} organizations only).
Complete if the organization answered 35' on Form D. Part IV, line 25a or 2 b. or Form 990- Part V, lne 40b.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of disquali?ed person Relationship hehlreen disquali?ed Dasa'iption of transaction to} Co'rected?
1 person and organization
VII Nu

Hi
(2)

l4}

(El
2 Enter the amount oi tax incurred by the organization managers or disquali?ed persons during the year under

section 4953 a- 5
3 Enter the amount of tax. if any, on line 2, above reimbursed by the organization i- 5

 

Part II Loans to andlor From Interested Persons.
Complete lithe organization answered 'Yes? on Form 990E, Part V. line 383 or Form 990, Part lit. line 2a; or if the
organization reported an amount on Form 990, Parl X, line 5, or 22.
Nam of intamled person to} Relationship Purpose {di Loan In or in Original Balance due lot In default? in} Aaproveo wnllan

wilh organization of loan from the principal amount by board or agreement?
committee?

 

 

 

 

To From Ya: No You No Yes No

 

 

t1l
til

l4}
l5}
l?l
(Ti
t3}

(10}
Total I- 5

[Part iGrants or Assistance Bene?ting Interested Persons.
Complete if the organization answered 'Yes' on Form 990. Part IV, line 

Name of rmerosted person [b1 Relationship benlreen interested person to} Amount ot assistance idi Type of assistance Purpose or assistance
and the organization

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

    

 

f9}

    

BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or EDD-E2. Schedule (Form 990 Dr 990-52) 20? 5

TEEA-isot notions

 

 

 

 

Schedule (Form 990 or QQO-EZI 2015 THE JAMES PARTNERSHIP Page 2
lPart IV I Business Transactions Involving Interested Persons.
Complete If the organizehon answered ?Yes on Form 9?30, Part IV, line 28a, 23b, or 28c.
Neme- ol' inloresled person Relationship hen-ween [cl- Amouni of Descripiion oi Iransactidn in]. Sh??ng or
inloresiod person and the transaclJ an organization's
organizniion revenues?
VII No
(1) CHRISTOPHER ROGERS, PRESIDENT CDR COMIUNICATIDNS 7'3, 815 . PART 

 

i2}

 

(3i

 

i4)

 

{5i

 

i5!

 

i7}

 

i3}

 

(91

 

{10)

 

 

 

 

 

 

I Part [Supplemental Information
Provide additional information for responses to questions on Schedule (see instructions).

 

PART

IV LINE 1 DESCRIPTION OF TRANSACTION: MARKETING SERVICES, STAFF SERVICES, DVD
PRODUCTION, BOOK PRODUCTION. AND INTERNET PROJECTS.

 

TEEMEOT ammo

Schedule (Form 990 or9904E212D15

SCHEDULE 0
{Form 990 or nan-52]

Dan Mutant of the Treasury
intamai Rovertuo Sunrise

Supplemental information to Form 990 or 990-EZ 15?3??
Complete to provide information for on on oi?o nations on
Form B90 or ?ail-E2 or to provir'aznysaddigom inforI'nation. 2 01 5
Attach to Form 990 or Bali-E2.

. Information about Schedule 0 (Form son or 590 and its Instructions is to Public
Inspec?an

 

 

 

 

arr-la of the organization

Employnr identi?cation number

THE JAMES PARTNERSHIP 26-2521115

Pt

PL

Pt

Pt

Pt

Pt

VI,

VI,

v1,
v1,
v1,

VI,

Other

Line 

Line 12c

Line 15a

Line 15b

Line 2

Line 19

 

 

THE ORGANIZATION PROVIDES A DRAFT COPY OF THE FEDERAL 990 TO ITS BOARD
OF DIRECTORS. UPON REVIEW AND APPROVAL BY THE BOARD, THE 990 IS SIGNED
BY AN OFFICER AND FILED WITH THE IRS.

THE OFFICERS, DIRECTORS, EMPLOYEES, AND VOLUNTEERS ARE
REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND MUST
DISCLOSE ANY CONFLICTS AND ANY POTENTIAL CONFLICTS OF INTEREST. THE
BOARD OF DIRECTORS MONITORS COMPLIANCE WITH THE POLICY.

THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REGULARLY REVIEWS
THE COMPENSATION OF THE CHAIRMAN BY COMPARISON TO PEER LEVEL 
IN THE GENERAL GEOGRAPHIC AREA OF THE ORGANIZATION. THIS
PROCESS WAS LAST UNDERTAKEN IN OCTOBER 2015.

COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS
DETERMINED BY THE CHAIRMAN.

NANCY ROGERS, TREASURER, IS THE WIFE OF CHRIS ROGERS, THE CHAIRMAN OF
THE ORGANIZATION.

THE ORGANIZATION MAKES THE REQUIRED INFORMATION AVAILABLE UPON WRITTEN
REQUEST IN ACCORDANCE WITH INTERNAL REVENUE SERVICE REGULATIONS.
CONTINUED FROM PAGE 1, PART I, LINE 1 AND PAGE 2, PART STATEMENT OF
PROGRAM SERVICE ACCOMPLISHMENTS, LINE 1: PRINCIPLES OF PUBLIC POLICY.
BELIEVING THAT THE BIBLE HOLDS THE ANSWERS FOR PHYSICAL AND
SPIRITUAL NEEDS, TJP SEEKS TO STRATEGICALLY EDUCATE AND INFORM THE
RELIGIOUS, POLICY ACADEMIC, MEDIA, AND LAY COMMUNITY IN THE UNITED
STATES AND CERTAIN FOREIGN COUNTRIES IN THE DEVELOPING WORLD REGARDING
CRITICAL ISSUES NON FACING HUMANKIND. TO THIS PURPOSE, TJP
INITIALLY HAS FOCUSED ON TWO PRINCIPLE PROJECTS: THE CORNWALL ALLIANCE
FOR THE STEWARDSHIP OF CREATION AND CHURCHES AND
VILLAGES TOGETHER 

 

on For Paperwork Reduction Act Malice. see the instructions [or Form or mu. TEEusm mun-i Schedule 0 (Form 990 or {Z?i?i

 

THE JAMES PARTNERSHIP Eli-2521115

 

Schedule 0 (Form 990), Supplemental Information to Form 990
Form 990, Page 2, Part Ill. Line 1 {continued}

 

Briefly describe the organization's mission:
CHRISTIANS TO BE BOTH AND DOERS OF THE (JAMES 1:22) THROUGH
THE PROMOTION OF PRACTICAL APPLICATIONS OF EIBLICAL SCHEDULE 

 

Schedule 0 (Form 990}, Supplemental Information to Form 990
Form 990. Page ii, Line 1? (continued)

 

 

Alabama
Alaska
Arizona
Arkansas

 

California

Colorado

Connecticut

Delaware

District of Columbia
Florida
Georgia
Hawaii

Idaho
Illinois

Iowa

Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada

New Hampshire
New Jersey
New Mexico
New York

 

 

 

 

 

North Carolina
North Dakota
Ohio

Oklahoma
Oregon

Rhode Island
South Carolina
South Dakota
Tennessee
Texas

Utah

Vermont
Virginia
Washington
West Virginia

 

THE JAMES PARTNERSHIP 26?2521115

 

 

Schedule 0 (Form 990), Supplemental Information to Farm 990 Continued
Form 990, Page 6, Line 1? (continued)

 

 

Wisconsin
Wyoming