Nonprofit · EIN 52-2206826
JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC
Tax-exempt · WASHINGTON, DC 20016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,807,200 | $1,506,064 | $301,136 | $16,801,792 | $1,463,869 | $15,337,923 |
| December 31, 2024 | 990 | $795,472 | $1,515,444 | -$719,972 | $16,951,084 | $1,505,572 | $15,445,512 |
| December 31, 2023 | 990 | -$73,153 | $1,334,980 | -$1,408,133 | $17,174,688 | $1,448,917 | $15,725,771 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $447,204
- Program service revenue
- $0
- Investment income
- $1,365,356
- Net gain from sales of assets
- $16,839
- Other revenue
- -$5,360
Expenses
- Grants and similar amounts paid
- $1,125,524
- Compensation of officers, directors and key employees
- $24,000
- Other salaries and wages
- $80,000
- Salaries, compensation and benefits (total)
- $113,326
- Professional fundraising fees
- $0
- Accounting fees
- $118,250
- Program services (functional)
- $1,189,137
- Management and general (functional)
- $294,806
- Fundraising (functional)
- $22,121
Balance sheet and other
- Total assets, start of year
- $16,951,084
- Total assets, end of year
- $16,801,792
- Total liabilities, end of year
- $1,463,869
- Net assets, end of year
- $15,337,923
- Publicly traded securities
- $16,291,047
- Net assets without donor restrictions
- $15,337,923
- Gross receipts
- $22,249,087
- Employees
- 2
- Volunteers
- 6
- Year formed
- 1999
- State of legal domicile
- DC
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD BELL | PRESIDENT Trustee or director, Officer | 3 | $24,000 |
| TOM METZINGER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KAREN ROCHE | TREASURER Trustee or director, Officer | 1 | $0 |
| CINDY IMPALA | SECRETARY Trustee or director, Officer | 1 | $0 |
| JAMES HOFFA | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID HOFFA | BOARD MEMBER Trustee or director | 1 | $0 |
| SHAWN ELLIS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD BELL | PRESIDENT Trustee or director, Officer | 3 | $24,000 |
| TOM METZINGER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KAREN ROCHE | TREASURER Trustee or director, Officer | 1 | $0 |
| CINDY IMPALA | SECRETARY Trustee or director, Officer | 1 | $0 |
| JAMES HOFFA | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID HOFFA | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD BELL | PRESIDENT Trustee or director, Officer | 3 | $24,000 |
| TOM METZINGER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KAREN ROCHE | TREASURER Trustee or director, Officer | 1 | $0 |
| CINDY IMPALA | SECRETARY Trustee or director, Officer | 1 | $0 |
| JAMES P HOFFA | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID HOFFA | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4200 WISCONSIN AVE NW STE 106-289, WASHINGTON, DC 20016-2143
- In care of
- % CHERYL L JOHNSON
- Principal officer (990 for 2025)
- RICHARD BELL, 4200 WISCONSIN AVE NW STE 106-289, WASHINGTON, DC 20016
- Signed the 990
- RICHARD BELL, PRESIDENT
- Phone
- (202) 670-7015
- Website
- WWW.JRHMSF.ORG
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO AWARD SCHOLARSHIPS TO DEPENDENTS OF TEAMSTERS UNION ACTIVE AND RETIRED MEMBERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND ACCREDITED POST-SECONDARY EDUCATIONAL INSTITUTIONS.
Program accomplishments
- TO GRANT COLLEGE SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS.Expenses $1,189,137 · grants $1,125,524
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-2206826
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $16,801,792
- Income (IRS master file)
- $22,249,087
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,807,200 | $1,506,064 | $16,801,792 | XML |
| 990 | December 2024 | $795,472 | $1,515,444 | $16,951,084 | XML |
| 990 | December 2023 | -$73,153 | $1,334,980 | $17,174,688 | XML |
| 990 | December 2022 | $2,516,570 | $1,547,391 | $16,431,780 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 52-2206826).
Questions about JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC
- What is the EIN of JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC?
- The employer identification number (EIN) of JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC is 52-2206826.
- Is JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC 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 JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC?
- The 990 for the year ended December 31, 2025 names RICHARD BELL.
- Who are the officers and directors of JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $24,000 (RICHARD BELL, PRESIDENT).
- How much revenue does JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,807,200, expenses of $1,506,064 and total assets of $16,801,792 at year end.
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