James IV Association of Surgeons Inc
James IV Association of Surgeons Inc is a private foundation, based in Palo Alto, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 3 grants totaling $60K. Net investment income was $64K.
James IV Association of Surgeons Inc at a glance
In short: James IV Association of Surgeons Inc gave $60K across 3 grants in 2024 (avg $20K), mostly in Alabama. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $60,000
- +0.0% vs 2023
- Grants made (2024)
- 3
- -25.0% vs 2023
- Average grant
- $20,000
- +33.3% vs 2023
- Median grant
- $15,000
- Total assets
- $1,193,099
- +12.3% vs 2023
- Primary geography
- Alabama (50% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who James IV Association of Surgeons Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was University of Alabama at Birmingham ($30K). Together the top 3 received $60K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How James IV Association of Surgeons Inc gives
- In 2024 it paid out 135% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $53K (2020) to $75K (2022). In 2024 it made 3 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Alabama at Birmingham Birmingham, AL | To cover expenses incurred in international exchange of surgical practices. | $30,000 |
| University of Wisconsin Madison, WI | To cover expenses incurred in international exchange of surgical practices. | $15,000 |
| Wake Forest University Health Scien Winston-Salem, NC | To cover expenses incurred in international exchange of surgical practices. | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,193,099 | $176,676 | $88,160 | $60,000 | 3 | $79,277 | $64,440 | $58,631 |
| 2023 | $1,062,051 | $58,690 | $100,437 | $60,000 | 4 | $91,234 | $30,862 | $52,285 |
| 2022 | $1,011,792 | $44,514 | $89,578 | $75,000 | 5 | $53,525 | $18,785 | $52,134 |
| 2021 | $1,216,853 | $68,562 | $22,055 | — | — | $43,546 | $42,943 | $54,075 |
| 2020 | $1,056,661 | $51,376 | $76,003 | $52,500 | 4 | — | $27,719 | $48,594 |
Under IRS private-foundation payout rules, James IV Association of Surgeons Inc reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James IV Association of Surgeons Inc is led by Nancy Perrier MD, President on every filing since 2022; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Nancy Perrier MD
President
On filings since 2022
1 hr/week
No compensation reported
John H Hunter MD
Secretary
On filings since 2020
1 hr/week
No compensation reported
Julie Freischlag
Vice President
On filings since 2020
1 hr/week
No compensation reported
Mary T Hawn MD
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (2)
- Former: Lisa Marley (2020–2023) — COO
- Former: Kenneth A Harris (2020–2021) — President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about James IV Association of Surgeons Inc
How much does James IV Association of Surgeons Inc give each year?
James IV Association of Surgeons Inc gave $60K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $60K across 4 grants.
What is James IV Association of Surgeons Inc's typical grant size?
James IV Association of Surgeons Inc's median grant in 2024 was $15,000, and its average grant was $20,000, across 3 grants on its 2024 IRS Form 990-PF.
Where does James IV Association of Surgeons Inc give grants?
James IV Association of Surgeons Inc gives mostly in Alabama: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Wisconsin (25%) and North Carolina (25%).
Does James IV Association of Surgeons Inc give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on James IV Association of Surgeons Inc's 2024 IRS Form 990-PF were described as general or operating support.
How large is James IV Association of Surgeons Inc?
James IV Association of Surgeons Inc reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets).
What is James IV Association of Surgeons Inc's EIN?
James IV Association of Surgeons Inc's EIN (Employer Identification Number) is 13-6138272. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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