Nonprofit · EIN 27-3664186
JOSEPHINE HUGHES STERLING FOUNDATION
Tax-exempt · DALLAS, TX 75370
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,434,578 | $3,179,962 | -$745,384 | $5,605,760 | $0 | $5,605,760 |
| December 31, 2024 | 990-PF | $2,415,863 | $3,195,923 | -$780,060 | $6,351,144 | $0 | $6,351,144 |
| December 31, 2023 | 990-PF | $2,018,446 | $2,717,455 | -$699,009 | $7,131,204 | $0 | $7,131,204 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,962,957
- Interest
- $6
- Net gain from sales of assets
- $368,745
- Other income
- $102,870
Expenses
- Grants and similar amounts paid
- $2,700,000
- Compensation of officers, directors and key employees
- $200,000
- Salaries, compensation and benefits (total)
- $55,000
- Disbursements for charitable purposes
- $3,012,985
- Excise tax on investment income
- $31,881
Balance sheet and other
- Total assets, start of year
- $6,351,144
- Total assets, end of year
- $5,605,760
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,605,760
- Fair market value of assets
- $65,564,922
- Qualifying distributions
- $3,012,985
- Net investment income
- $2,434,578
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Carolyn Ann Huckabee PO Box 700397, Dallas, TX 75370 | Pres/Treas/Dir | 30 | $60,000 | $27,448 |
| Raymond A Krell PO Box 700397, Dallas, TX 75370 | VP/Treas/Dir | 20 | $60,000 | $27,484 |
| Robert H Kroney PO Box 700397, Dallas, TX 75370 | Director | 20 | $60,000 | $27,448 |
| Michelle Jackson PO Box 700397, Dallas, TX 75370 | Admin. Assistant Highest-paid employee | 40 | $55,000 | $27,515 |
| Angela Krell PO Box 700397, Dallas, TX 75370 | Director | 1 | $10,000 | $0 |
| Jaime Macon PO Box 700397, Dallas, TX 75370 | Director | 1 | $10,000 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Carolyn Ann Huckabee PO Box 700397, Dallas, TX 75370 | Pres/Treas/Dir | 30 | $60,000 | $24,685 |
| Raymond A Krell PO Box 700397, Dallas, TX 75370 | VP/Treas/Dir | 20 | $60,000 | $24,721 |
| Robert H Kroney PO Box 700397, Dallas, TX 75370 | Director | 20 | $60,000 | $24,685 |
| Michelle Jackson PO Box 700397, Dallas, TX 75370 | Admin. Assistant Highest-paid employee | 40 | $55,000 | $24,803 |
| Angela Krell PO Box 700397, Dallas, TX 75370 | Director | 1 | $10,000 | $0 |
| Jaime Macon PO Box 700397, Dallas, TX 75370 | Director | 1 | $10,000 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Carolyn Ann Huckabee PO Box 700397, Dallas, TX 75370 | Pres/Treas/Dir | 30 | $60,000 | $23,188 |
| Raymond A Krell PO Box 700397, Dallas, TX 75370 | VP/Treas/Dir | 20 | $60,000 | $23,224 |
| Robert H Kroney PO Box 700397, Dallas, TX 75370 | Director | 20 | $60,000 | $23,188 |
| Michelle Jackson PO Box 700397, Dallas, TX 75370 | Admin. Assistant Highest-paid employee | 40 | $55,000 | $23,416 |
| Angela Krell PO Box 700397, Dallas, TX 75370 | Director | 1 | $10,000 | $0 |
| Jaime Macon PO Box 700397, Dallas, TX 75370 | Director | 1 | $10,000 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 700397, DALLAS, TX 75370-0397
- In care of
- % CAROLYN ANN HUCKABEE
- Signed the 990-PF
- Carolyn Ann Huckabee, President
- Phone
- (972) 417-3977
- Return prepared by
- Blazek & Vetterling
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-3664186
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,605,760
- Income (IRS master file)
- $2,465,898
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,434,578 | $3,179,962 | $5,605,760 | XML |
| 990-PF | December 2024 | $2,415,863 | $3,195,923 | $6,351,144 | XML |
| 990-PF | December 2023 | $2,018,446 | $2,717,455 | $7,131,204 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3664186).
Questions about JOSEPHINE HUGHES STERLING FOUNDATION
- What is the EIN of JOSEPHINE HUGHES STERLING FOUNDATION?
- The employer identification number (EIN) of JOSEPHINE HUGHES STERLING FOUNDATION is 27-3664186.
- Is JOSEPHINE HUGHES STERLING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to JOSEPHINE HUGHES STERLING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPHINE HUGHES STERLING FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPHINE HUGHES STERLING FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE HUGHES STERLING FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOSEPHINE HUGHES STERLING FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $60,000 (Carolyn Ann Huckabee, Pres/Treas/Dir).
- How much revenue does JOSEPHINE HUGHES STERLING FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,434,578, expenses of $3,179,962 and total assets of $5,605,760 at year end.
Other nonprofits in DALLAS
- COMMUNITIES FOUNDATION OF TEXAS EIN 75-0964565 · last filed 990 for 2025
- THE DALLAS FOUNDATION EIN 75-2890371 · last filed 990 for 2024
- CARL AND MARILYNN THOMA EIN 46-5446388 · last filed 990-PF for 2024
- JOHN AND SUSAN WILDER FOUNDATION EIN 26-0281707 · last filed 990-PF for 2025
- DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INC EIN 75-2890923 · last filed 990 for 2025
- DALLAS JEWISH COMMUNITY FOUNDATION EIN 75-2836123 · last filed 990 for 2025
- ADDY FOUNDATION EIN 47-2607515 · last filed 990-PF for 2025
- UNITED WAY OF METROPOLITAN DALLAS INC EIN 75-6005352 · last filed 990 for 2025
All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations