James Russell Matternes Irrev Trust XXX-XX-XXXX

Foundation · Grantmaker Tampa, FL EIN: 88-6200813

James Russell Matternes Irrev Trust XXX-XX-XXXX is a private foundation, based in Tampa, FL. IRS filing data is available from 2024 through 2025. In 2025, it awarded 2 grants totaling $142K. Net investment income was $495.

Key facts about James Russell Matternes Irrev Trust XXX-XX-XXXX

In short: James Russell Matternes Irrev Trust XXX-XX-XXXX gave $142K across 2 grants in 2025 (avg $71K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
88-6200813
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$142,088
Grants made (2025)
2
Average grant
$71,044
Median grant
$71,044
Primary geography
North Carolina (75% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$142K

Grant Count

2

Avg Grant Size

$71K

Under IRS private-foundation payout rules, James Russell Matternes Irrev Trust XXX-XX-XXXX reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.

How James Russell Matternes Irrev Trust XXX-XX-XXXX gives

  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 2 itemized 2025 grant dollars.

Cities

MemphisWinstonsalem

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K0 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Brenner Children's Hospital: $107KBrenner Children's Hospital$107KSt Jude Children's Research Hospital: $36KSt Jude Children's ResearchHospital$36K

Grant Size Distribution

2 grants across all recorded years

1<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BRENNER CHILDREN'S HOSPITAL Winstonsalem, NCCHARITABLE DISTIRBUTION$106,566
ST JUDE CHILDREN'S RESEARCH HOSPITAL Memphis, TNCHARITABLE DISTRIBUTION$35,522

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K20242025
Metric20252024
Total Assets—$61,291
Revenue$83,758$11,454
Expenses$144,998—
Qualifying Distributions$143,523—
Net Investment Income$495$2,845
Distributable Amount$2,677$9,513

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 28, 2026)
  2. IRS filings on file for fiscal year 2024

Frequently asked questions about James Russell Matternes Irrev Trust XXX-XX-XXXX

How much does James Russell Matternes Irrev Trust XXX-XX-XXXX give each year?

James Russell Matternes Irrev Trust XXX-XX-XXXX gave $142K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.

Where does James Russell Matternes Irrev Trust XXX-XX-XXXX operate?

James Russell Matternes Irrev Trust XXX-XX-XXXX has awarded grants in North Carolina, Tennessee.

How much is James Russell Matternes Irrev Trust XXX-XX-XXXX required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, James Russell Matternes Irrev Trust XXX-XX-XXXX reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James Russell Matternes Irrev Trust XXX-XX-XXXX's EIN?

James Russell Matternes Irrev Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 88-6200813. IRS Form 990 filing data is available on this page for 2024–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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