Jsrm Foundation-ixis 4

PENNINGTON, NJ EIN: 13-4146042

Jsrm Foundation-ixis 4 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.6M in total assets. In 2024, it awarded 13 grants totaling $353K. Net investment income was $482K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.6M

+1.3% YoY

Annual Giving

$353K

-11.9% YoY

Grant Count

13

-13.3% YoY

Avg Grant Size

$27K

+1.7% YoY

Under IRS private-foundation payout rules, Jsrm Foundation-ixis 4 reported a distributable amount of $421K for 2024 — the minimum it must pay out in qualifying distributions.

About Jsrm Foundation-ixis 4

Based on IRS filings

Jsrm Foundation-ixis 4 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.6M in total assets. In 2024, it awarded 13 grants totaling $353K. Net investment income was $482K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

BronxCambridgeChicagoCold Spring HarborEastchesterHagerstownKing Of PrussiaLong IslandNew YorkOrlandoSan FranciscoScarsdaleSeattleSt PeterTarrytownWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$7,616,495$7,520,487$7,082,488
Revenue$526,844$847,344$273,995
Expenses$430,183$463,962$282,613
Qualifying Distributions$381,695$425,691$220,163
Net Investment Income$482,366$304,257$232,858
Distributable Amount$421,199$428,400$368,589

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$401K10 grants202012 grants202116 grants202215 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

GLADSTONE INSTITUTES$250KCALVARY HOSPITAL STORRS …$20KREVIVED SOLDIERS UKRAINE$20KGIVE DIRECTLY$10KPRION ALLIANCE INC$10KRIP MEDICAL DEBT$10KPLANNED PARENHOOD FEDERA…$10KHOFF BARTHELSON MUSIC SC…$5KDOCTORS WITHOUT BORDERS$5KNEW CHORAL SOCIETY OF CN…$5K

Grant Size Distribution

66 grants across all recorded years

63<$50K1$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Gladstone Institutes ($250,000), Calvary Hospital Storrs Society ($20,000), Revived Soldiers Ukraine ($20,000).

RecipientPurposeAmount
CALVARY HOSPITAL STORRS SOCIETY BRONX, NYUNRESTRICTED GENERAL$20,000
HACKLEY SCHOOL TARRYTOWN, NYUNRESTRICTED GENERAL$2,500
HOFF BARTHELSON MUSIC SCHOOL SCARSDALE, NYUNRESTRICTED GENERAL$5,000
DOCTORS WITHOUT BORDERS HAGERSTOWN, MDUNRESTRICTED GENERAL$5,000
NEW CHORAL SOCIETY OF CNTRL WESTCHESTER SCARSDALE, NYUNRESTRICTED GENERAL$5,000
HARVARD CLUB OF WESTCHESTER EASTCHESTER, NYUNRESTRICTED GENERAL$500
GLADSTONE INSTITUTES SAN FRANCISCO, CAUNRESTRICTED GENERAL$250,000
GIVE DIRECTLY NEW YORK, NYUNRESTRICTED GENERAL$10,000
FEEDING AMERICA CHICAGO, ILUNRESTRICTED GENERAL$5,000
PRION ALLIANCE INC CAMBRIDGE, MAUNRESTRICTED GENERAL$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SARITA E PACKERCO-TRUSTEE
JONATHAN PACKERCO-TRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jsrm Foundation-ixis 4?

Jsrm Foundation-ixis 4 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $7.6M in total assets as of 2024.

How large is Jsrm Foundation-ixis 4?

As of 2024, Jsrm Foundation-ixis 4 holds $7.6M in total assets with $527K in annual revenue. It awarded 13 grants totaling $353K in 2024.

Where does Jsrm Foundation-ixis 4 operate?

Jsrm Foundation-ixis 4 has awarded grants in California, District of Columbia, Florida, Illinois, Massachusetts, Maryland, Minnesota, New York, Pennsylvania, Washington.

What size grants does Jsrm Foundation-ixis 4 award?

In 2024, Jsrm Foundation-ixis 4 awarded 13 grants totaling $353K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Jsrm Foundation-ixis 4 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jsrm Foundation-ixis 4 reported a distributable amount of $421K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jsrm Foundation-ixis 4's EIN?

Jsrm Foundation-ixis 4's EIN (Employer Identification Number) is 13-4146042. IRS Form 990 filing data is available on this page for 2020–2024.

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

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