Anthony and Tessa James Foundation

EIN 86-3312302 • Birmingham, AL

2000 Morris Avenue Suite 1300Birmingham, AL 35203

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

77%

Higher net margin than 94% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

4.3%

Faster asset growth than 51% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

24%

Faster revenue growth than 69% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets19th percentile

Assets

$10,164,778

Up $415,911 (+4.3%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

$10,164,778

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue20th percentile Net Margin94th percentile

Revenue

$544,228

Up $104,388 (+24%) from 2023

Expenses

Down

$126,771

Down $1,518,738 (-92%) from 2023

Net Income

$417,457

Up $1,623,126 (+135%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$10,164,778

Liabilities$0

Net Assets$10,164,778

Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$544,228

Expenses$126,771

Net Income$417,457

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $10,164,778
Liabilities: $0
Net assets: $10,164,778
Revenue: $544,228
Expenses: $126,771
Net income: $417,457

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$10.2	$0.00	$10.2	$0.54	$0.13	$0.42
2023Summary only. Only limited summary data is available for this year.	$9.75	$0.00		$0.44	$1.65	$1.21
2022Detailed filing. Detailed filing data is available for this year.	$11.0	$0.00	$11.0	$0.22	$1.01	$1.22
2021Detailed filing. Detailed filing data is available for this year.	$12.2	$0.00	$12.2	$12.2	$0.00	$12.2

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Nov 10, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay25th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TESSA L JAMES	President/Secretary	PT	$0	-	-
ANTHONY D JAMES	VP/Treasurer	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Anthony and Tessa James Foundation
EIN: 86-3312302
Phone: 2054884300
Address: 2000 MORRIS AVENUE SUITE 1300, BIRMINGHAM, AL 35203

Signing Officer

Name: Tessa L James
Title: President
Phone: 2054884300
Signed: 2025-11-10
Discuss with paid preparer: Yes

Preparer

Firm: Arlington Associates LLC
Address: 2000 MORRIS AVENUE SUITE 1200, BIRMINGHAM, AL 35203
Preparer: Justin B Cureton
Phone: 2054884330

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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	1
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2000 MORRIS AVENUE SUITE 1300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	35203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	ARLINGTON FAMILY OFFICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2054884337
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	1
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	ANTHONY D JAMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	56
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	FROM PASSTHROUGHS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2000 MORRIS AVE SUITE 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	35203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	56
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2432
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	505789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	503357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	964551
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	503357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	461194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	461194
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	2432
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	461194
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	964551
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	12095
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	9715
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	9715
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1546
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OTHER DEDUCTIONS FROM PASSTHROUGHS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	87388
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	313
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	87388
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	313
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	12343
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	5568
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	UBTI FROM PASSTHROUGHS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	INCOME/LOSS FROM PASSTHROUGHS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	5568
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	12343
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	5568
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	24970
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	24970
TaxesSchedule/TaxesDetail/Amt	0	2143
TaxesSchedule/TaxesDetail/Amt	1	7149
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2143
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	7149
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TESSA L JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2054884300
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ANTHONY AND TESSA JAMES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ANTH
ReturnHeader/Filer/EIN	0	863312302
ReturnHeader/Filer/PhoneNum	0	2054884300
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2000 MORRIS AVENUE SUITE 1300
ReturnHeader/Filer/USAddress/CityNm	0	BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	35203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	201365485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ARLINGTON ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2000 MORRIS AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	35203
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2054884330
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JUSTIN B CURETON
ReturnHeader/ReturnTs	0	2025-11-12T13:50:32-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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