H FUND: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
H FUND (EIN 75-2853493)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202601339349101825
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T08:26:37-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752493198PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hudgins Crosier Sumpter PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 S Polk Suite 375AddressLine1Txt
CityAmarilloCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752853493EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHFUNBusinessNameControlTxt
Phone8063718771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13009 S HAYDENAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJack S Hudgins JrPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRYAN H JOHNSONPreparerPersonNm
PTINP01931725PTIN
Phone8063718771PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,468,907FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$60,330DividendsRevAndExpnssAmt
Dividends Net Invst Incm$60,330DividendsNetInvstIncmAmt
Dividends Adj Net Incm$60,330DividendsAdjNetIncmAmt
Other Income Rev And Expnss$48,205OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$108,535TotalRevAndExpnssAmt
Total Net Invst Incm$60,330TotalNetInvstIncmAmt
Total Adj Net Incm$60,330TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$10,785OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,785OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$10,785OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$1,733TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,733TaxesNetInvstIncmAmt
Taxes Adj Net Incm$1,733TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$12,518TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,518TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$12,518TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,518TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,518TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$12,518TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$43,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$53,017ExcessRevenueOverExpensesAmt
Net Investment Income$47,812NetInvestmentIncomeAmt
Adjusted Net Income$47,812AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,203CashBOYAmt
Cash EOY$33,883CashEOYAmt
Cash EOYFMV$33,883CashEOYFMVAmt
Corporate Stock BOY$1,561,164CorporateStockBOYAmt
Corporate Stock EOY$1,610,501CorporateStockEOYAmt
Corporate Stock EOYFMV$2,435,024CorporateStockEOYFMVAmt
Total Assets BOY$1,591,367TotalAssetsBOYAmt
Total Assets EOY$1,644,384TotalAssetsEOYAmt
Total Assets EOYFMV$2,468,907TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,591,367RetainedEarningBOYAmt
Retained Earning EOY$1,644,384RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,591,367TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,644,384TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,591,367TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,644,384TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,591,367TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$53,017ExcessRevenueOverExpensesAmt
Subtotal$1,644,384SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,644,384TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$665InvestmentIncomeExciseTaxAmt
Subtotal$665SubtotalAmt
Tax Based On Investment Income$665TaxBasedOnInvestmentIncomeAmt
Tax Due$665TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JACK S HUDGINS JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8063718771PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13009 S HAYDENAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jack S Hudgins Jr
3009 HaydenAmarilloTX79109President0.00$0
Debbie D Hudgins
3009 HaydenAMARILLOTX79109Vice President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,285,879AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,005AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,323,884TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,323,884AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,858CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,289,026NetVlNoncharitableAssetsAmt
Minimum Investment Return$114,451MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$114,451MinimumInvestmentReturnAmt
Tax Based On Investment Income$665TaxBasedOnInvestmentIncomeAmt
Total Tax$665TotalTaxAmt
Distributable Before Adj$113,786DistributableBeforeAdjAmt
Distributable Before Ded$113,786DistributableBeforeDedAmt
Distributable As Adjusted$113,786DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,000ExpensesAndContributionsAmt
Qualifying Distributions$43,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,786DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$178,986ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$178,986TotalExcessDistributionCyovAmt
Qualifying Distributions$43,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$43,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$70,786ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$70,786ExcessDistributionCyovAppCYAmt
Total Corpus$108,200TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$108,200ExcessDistriCyovToNextYrAmt
Excess From Year3$108,200ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJack S Hudgins JrContributingManagerNm
Contributing ManagerDebbie D HudginsContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonH FUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13009 S HAYDENAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79109ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8063718771RecipientPhoneNum
Form And Info And MaterialsAPPLICATION MAY BE MADE IN THE FORM OF A WRITTEN LETTER AND SHOULD INCLUDE GENERAL ORGANIZATIONAL INFORMATION, AMOUNTS REQUESTED, USE OF FUNDS REQUESTED AND CURRENT INFORMATION REGARDING QUALIFICATION UNDER IRS SECTION 501(c)(3).FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATION MUST BE A QUALIFIED 501(C)(3) ORGANIZATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIDELITY CHARITABLE
P O BOX 770001CINCINNATIOH45277NONEPCGRANTS TO CHARITIES$18,000
JASON ROSAILUS MEMORIAL FOUNDATION
P O BOX 51149AMARILLOTX79159PCCHARITABLE CONTRIBUTONS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$60,330RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$48,205RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$108,535RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$108,535TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$48,205RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

AmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
$10,807$10,807$10,807$0
$22-$22-$22$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,733Amt
Net Investment Income$1,733NetInvestmentIncomeAmt
Adjusted Net Income$1,733AdjustedNetIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.