Nonprofit · EIN 86-3843897
JAMES E HUGHES JR FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $271,862 | $261,484 | $10,378 | $1,868,988 | $0 | $1,868,988 |
| December 31, 2024 | 990-PF | $171,663 | $205,825 | -$34,162 | $1,858,610 | $0 | $1,858,610 |
| December 31, 2023 | 990-PF | $624,947 | $127,962 | $496,985 | $1,892,772 | $0 | $1,892,772 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $99,139
- Dividends
- $68,093
- Interest
- $887
- Net gain from sales of assets
- $103,743
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $109,996
- Disbursements for charitable purposes
- $252,546
- Excise tax on investment income
- $2,291
Balance sheet and other
- Total assets, start of year
- $1,858,610
- Total assets, end of year
- $1,868,988
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,868,988
- Fair market value of assets
- $1,913,308
- Qualifying distributions
- $252,546
- Net investment income
- $172,723
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 |
|---|---|---|---|
| CATHERINE ROLLHAUS 4875 BOW MAR DRIVE, LITTLETON, CO 80123 | DIRECTOR | 40 | $99,996 |
| JAMES E HUGHES JR 278 OAK RIDGE DRIVE, ASPEN, CO 81611 | DIRECTOR | 1 | $0 |
| MARY DUKE 116 CUTLER ROAD, GREENWICH, CT 06831 | DIRECTOR | 1 | $0 |
| KENNETH H POLK 2000 MORRIS AVENUE SUITE 1300, BIRMINGHAM, AL 35203 | DIRECTOR | 1 | $0 |
| PETER EVANS 4131 HILLCREST AVENUE SW, SEATTLE, WA 98116 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E HUGHES JR 278 OAK RIDGE DRIVE, ASPEN, CO 81611 | DIRECTOR | 1 | $0 |
| MARY DUKE 116 CUTLER ROAD, GREENWICH, CT 06831 | DIRECTOR | 1 | $0 |
| KENNETH H POLK 2000 MORRIS AVENUE SUITE 1300, BIRMINGHAM, AL 35203 | DIRECTOR | 1 | $0 |
| PETER EVANS 4131 HILLCREST AVENUE SW, SEATTLE, WA 98116 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E HUGHES JR 278 OAK RIDGE DRIVE, ASPEN, CO 81611 | DIRECTOR | 1 | $0 |
| MARY DUKE 116 CUTLER ROAD, GREENWICH, CT 06831 | DIRECTOR | 1 | $0 |
| KENNETH H POLK 2000 MORRIS AVENUE SUITE 1300, BIRMINGHAM, AL 35203 | DIRECTOR | 1 | $0 |
| PETER EVANS 4131 HILLCREST AVENUE SW, SEATTLE, WA 98116 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2000 MORRIS AVE APT 1300, BIRMINGHAM, AL 35203-4163
- Signed the 990-PF
- KENNETH H POLK, DIRECTOR
- Phone
- (205) 488-4300
- Return prepared by
- ARLINGTON ASSOCIATES LLC
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
- 86-3843897
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,868,988
- Income (IRS master file)
- $445,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $271,862 | $261,484 | $1,868,988 | IRS |
| 990-PF | December 2024 | $171,663 | $205,825 | $1,858,610 | IRS |
| 990-PF | December 2023 | $624,947 | $127,962 | $1,892,772 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 86-3843897).
Questions about JAMES E HUGHES JR FOUNDATION
- What is the EIN of JAMES E HUGHES JR FOUNDATION?
- The employer identification number (EIN) of JAMES E HUGHES JR FOUNDATION is 86-3843897.
- Is JAMES E HUGHES JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to JAMES E HUGHES JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does JAMES E HUGHES JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES E HUGHES JR 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 JAMES E HUGHES JR 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 JAMES E HUGHES JR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $99,996 (CATHERINE ROLLHAUS, DIRECTOR).
- How much revenue does JAMES E HUGHES JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $271,862, expenses of $261,484 and total assets of $1,868,988 at year end.
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