James And Judith K Dimon Foundation
James And Judith K Dimon Foundation maintains robust assets and zero officer compensation, focusing on endowment growth and grantmaking.
EIN: 133922199 · New York, NY · NTEE: T20J · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $94.7M |
| Total Expenses | $6.3M |
| Program Spending | 95% |
| CEO/Top Officer Pay | $180 |
| Net Assets | $181.3M |
| Transparency Score | 92/100 |
Is James And Judith K Dimon Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
James And Judith K Dimon Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About James And Judith K Dimon Foundation
James And Judith K Dimon Foundation (EIN: 133922199) is a nonprofit organization based in New York, NY, classified under NTEE code T20J. The organization reported total revenue of $94.7M and total assets of $216.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of James And Judith K Dimon Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
James And Judith K Dimon Foundation is a major nonprofit that has been operating for 29 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 19.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $25.3M |
| Total Expenses | $6.3M |
| Surplus / Deficit | +$19.0M |
| Total Assets | $181.3M |
| Total Liabilities | $1 |
| Net Assets | $181.3M |
| Operating Margin | 75.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 343.9 months |
Financial Health Grade: A
In 2023, James And Judith K Dimon Foundation reported a surplus of $19.0M with revenue exceeding expenses, holds 343.9 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), James And Judith K Dimon Foundation's revenue has grown at a compound annual growth rate (CAGR) of 19.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +14.2% | -17.8% | +1.6% |
| 2022 | -59.1% | +8.3% | +1.4% |
| 2021 | +146.5% | -17.0% | +28.9% |
| 2020 | -42.4% | +46.6% | +10.5% |
| 2019 | +1070.2% | +158.2% | +259.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1997 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates James And Judith K Dimon Foundation with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, James And Judith K Dimon Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $19.0M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers receive salaries from the foundation, which is highly commendable for an organization of its size with assets exceeding $180 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for James And Judith K Dimon Foundation:
- Consistent asset growth, from $12.4M in 2011 to $181.2M in 2023.
- Zero officer compensation reported across all filings, indicating high efficiency and mission focus.
- Minimal liabilities ($1 in recent years), reflecting sound financial management.
- Low expense ratio relative to revenue and assets, suggesting efficient use of funds.
- Strong financial transparency through consistent IRS 990 filings.
Frequently Asked Questions about James And Judith K Dimon Foundation
Is James And Judith K Dimon Foundation a legitimate charity?
James And Judith K Dimon Foundation (EIN: 133922199) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $94.7M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does James And Judith K Dimon Foundation spend its money?
James And Judith K Dimon Foundation directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to James And Judith K Dimon Foundation tax-deductible?
James And Judith K Dimon Foundation is registered as a tax-exempt nonprofit (EIN: 133922199). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the James And Judith K Dimon Foundation CEO make?
James And Judith K Dimon Foundation's highest-compensated officer earns $180 annually. The organization reported $94.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does James And Judith K Dimon Foundation compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), James And Judith K Dimon Foundation is above average for NTEE category T20J nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is James And Judith K Dimon Foundation located?
James And Judith K Dimon Foundation is headquartered in New York, New York and files with the IRS under EIN 133922199. It is classified under NTEE code T20J.
How many years of IRS 990 filings does James And Judith K Dimon Foundation have?
James And Judith K Dimon Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $94.7M in total revenue.
Is the James And Judith K Dimon Foundation a good charity?
Based on the available IRS 990 data, the James And Judith K Dimon Foundation appears to be a very good charity. It exhibits strong financial health with growing assets, minimal liabilities, and a consistent record of zero officer compensation, indicating a high degree of financial efficiency and a focus on its mission.
How does the foundation manage its expenses?
The foundation manages its expenses very efficiently. For example, in 2023, total expenses were $6,325,908 against revenues of $25,321,266, representing a relatively low expense ratio. This suggests that a significant portion of its funds are either directly granted or retained to build its endowment for future charitable activities.
What is the trend in the foundation's assets?
The foundation's assets have shown substantial and consistent growth over the past decade, increasing from $12,456,039 in 2011 to $181,276,408 in 2023, demonstrating strong financial stewardship and endowment building.
Filing History
IRS 990 filing history for James And Judith K Dimon Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), James And Judith K Dimon Foundation's revenue has grown by 717.6%, moving from $3.1M to $25.3M. Total assets increased by 1355.3% over the same period, from $12.5M to $181.3M. Total functional expenses rose by 841.1%, from $672K to $6.3M. In its most recent filing year (2023), James And Judith K Dimon Foundation reported a surplus of $19.0M, with revenue exceeding expenses. The organization holds $1 in liabilities against $181.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $181.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $25.3M | $6.3M | $181.3M | $1 | — | — |
| 2022 | $22.2M | $7.7M | $178.4M | $1 | — | View 990 |
| 2021 | $54.2M | $7.1M | $176.0M | $1 | — | View 990 |
| 2020 | $22.0M | $8.6M | $136.6M | $1 | — | View 990 |
| 2019 | $38.2M | $5.8M | $123.6M | $1 | — | View 990 |
| 2015 | $3.3M | $2.3M | $34.3M | $0 | — | View 990 |
| 2014 | $12.6M | $678K | $32.9M | $0 | — | View 990 |
| 2013 | $8.4M | $1.7M | $20.7M | $0 | — | View 990 |
| 2012 | $4.1M | $2.9M | $13.6M | $0 | — | View 990 |
| 2011 | $3.1M | $672K | $12.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $25.3M, expenses of $6.3M, and assets of $181.3M (revenue +14.2% year-over-year).
- 2022: Revenue of $22.2M, expenses of $7.7M, and assets of $178.4M (revenue -59.1% year-over-year).
- 2021: Revenue of $54.2M, expenses of $7.1M, and assets of $176.0M (revenue +146.5% year-over-year).
- 2020: Revenue of $22.0M, expenses of $8.6M, and assets of $136.6M (revenue -42.4% year-over-year).
- 2019: Revenue of $38.2M, expenses of $5.8M, and assets of $123.6M (revenue +1070.2% year-over-year).
- 2015: Revenue of $3.3M, expenses of $2.3M, and assets of $34.3M (revenue -74.0% year-over-year).
- 2014: Revenue of $12.6M, expenses of $678K, and assets of $32.9M (revenue +49.3% year-over-year).
- 2013: Revenue of $8.4M, expenses of $1.7M, and assets of $20.7M (revenue +102.8% year-over-year).
- 2012: Revenue of $4.1M, expenses of $2.9M, and assets of $13.6M (revenue +33.8% year-over-year).
- 2011: Revenue of $3.1M, expenses of $672K, and assets of $12.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for James And Judith K Dimon Foundation:
Data Sources and Methodology
This transparency report for James And Judith K Dimon Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.