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Nonprofit · EIN 42-1750001

THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION

Tax-exempt · ALBANY, NY 12212

Financials

$55K$109K2023$868K$1.9M2024$71K$416K2025
Revenue Expenses · by fiscal year end
Financials of THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$71,474$416,067-$344,593$130,533$0$130,533
December 31, 2024990-PF$867,518$1,880,323-$1,012,805$475,126$0$475,126
December 31, 2023990-PF$55,339$108,976-$53,637$1,487,931$0$1,487,931
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$8,323
Interest
$295
Net gain from sales of assets
$62,856

Expenses

Grants and similar amounts paid
$400,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$400,000
Excise tax on investment income
$951

Balance sheet and other

Total assets, start of year
$475,126
Total assets, end of year
$130,533
Total liabilities, end of year
$0
Net assets, end of year
$130,533
Fair market value of assets
$154,286
Qualifying distributions
$400,000
Net investment income
$71,474

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.

NameTitleHours / weekCompensation
ANNE K JAMES
GOLDMAN SACHS AYCO PO BOX 15201, Albany, NY 122125201
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ANNE K JAMES
c/o The Ayco Company PO Box 15201, Albany, NY 122125201
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ANNE K JAMES
c/o The Ayco Company PO Box 15201, Albany, NY 122125201
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 15201, ALBANY, NY 12212-5201
In care of
% GOLDMAN SACHS AYCO
Signed the 990-PF
Anne James, Trustee
Phone
(518) 640-5000
Return prepared by
ERNST & YOUNG US LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
42-1750001
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
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$130,533
Income (IRS master file)
$413,628

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$71,474$416,067$130,533XML
990-PFDecember 2024$867,518$1,880,323$475,126XML
990-PFDecember 2023$55,339$108,976$1,487,931XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 42-1750001).

Questions about THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION

What is the EIN of THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION?
The employer identification number (EIN) of THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION is 42-1750001.
Is THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ROBERT L JAMES AND ANNE K JAMES 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 THE ROBERT L JAMES AND ANNE K JAMES 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 THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does THE ROBERT L JAMES AND ANNE K JAMES FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $71,474, expenses of $416,067 and total assets of $130,533 at year end.

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