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Nonprofit · EIN 86-3843897

JAMES E HUGHES JR FOUNDATION

Tax-exempt · BIRMINGHAM, AL 35203

Financials

$625K$128K2023$172K$206K2024$272K$261K2025
Revenue Expenses · by fiscal year end
Financials of JAMES E HUGHES JR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$271,862$261,484$10,378$1,868,988$0$1,868,988
December 31, 2024990-PF$171,663$205,825-$34,162$1,858,610$0$1,858,610
December 31, 2023990-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.

NameTitleHours / weekCompensation
CATHERINE ROLLHAUS
4875 BOW MAR DRIVE, LITTLETON, CO 80123
DIRECTOR40$99,996
JAMES E HUGHES JR
278 OAK RIDGE DRIVE, ASPEN, CO 81611
DIRECTOR1$0
MARY DUKE
116 CUTLER ROAD, GREENWICH, CT 06831
DIRECTOR1$0
KENNETH H POLK
2000 MORRIS AVENUE SUITE 1300, BIRMINGHAM, AL 35203
DIRECTOR1$0
PETER EVANS
4131 HILLCREST AVENUE SW, SEATTLE, WA 98116
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JAMES E HUGHES JR
278 OAK RIDGE DRIVE, ASPEN, CO 81611
DIRECTOR1$0
MARY DUKE
116 CUTLER ROAD, GREENWICH, CT 06831
DIRECTOR1$0
KENNETH H POLK
2000 MORRIS AVENUE SUITE 1300, BIRMINGHAM, AL 35203
DIRECTOR1$0
PETER EVANS
4131 HILLCREST AVENUE SW, SEATTLE, WA 98116
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JAMES E HUGHES JR
278 OAK RIDGE DRIVE, ASPEN, CO 81611
DIRECTOR1$0
MARY DUKE
116 CUTLER ROAD, GREENWICH, CT 06831
DIRECTOR1$0
KENNETH H POLK
2000 MORRIS AVENUE SUITE 1300, BIRMINGHAM, AL 35203
DIRECTOR1$0
PETER EVANS
4131 HILLCREST AVENUE SW, SEATTLE, WA 98116
DIRECTOR1$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 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
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
Assets (IRS master file)
$1,868,988
Income (IRS master file)
$445,499

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$271,862$261,484$1,868,988IRS
990-PFDecember 2024$171,663$205,825$1,858,610IRS
990-PFDecember 2023$624,947$127,962$1,892,772XML
990-PFDecember 2022–––IRS
990-PFDecember 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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