SMF Foundationjmm Inc
SMF Foundationjmm Inc is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 6 grants totaling $121K. Net investment income was $84K.
Key facts about SMF Foundationjmm Inc
In short: SMF Foundationjmm Inc gave $121K across 6 grants in 2024 (avg $20K), mostly in New York. Source: 2024 IRS Form 990-PF.
- EIN
- 20-5812333
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $121,000
- Grants made (2024)
- 6
- Average grant
- $20,167
- Median grant
- $15,500
- Total assets
- $3,367,587
- Primary geography
- New York (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.4M
+8.9% YoY
Annual Giving
$121K
-11.2% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$20K
-26.0% YoY
Under IRS private-foundation payout rules, SMF Foundationjmm Inc reported a distributable amount of $171K for 2024 — the minimum it must pay out in qualifying distributions.
How SMF Foundationjmm Inc gives
- Giving held roughly steady from 2021 to 2024 (+6%). Method
- In 2024 it paid out 71% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of 2024 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $88K (2020) to $136K (2023). In 2024 it made 6 grants totaling $121K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was New York-Presbyterian Fund Inc ($50K). Together the top 6 received $121K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 26 grants of 32 (81%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York-Presbyterian Fund Inc New York, NY | Public Charity | $50,000 |
| United Jewish Appeal - Federation of Jewish Philanthropies of New York New York, NY | Public Charity | $25,000 |
| American Jewish Committee New York, NY | Public Charity | $21,000 |
| The Young Mens and Young Womens Hebrew Association New York, NY | Public Charity | $10,000 |
| Congregation Emanu-El of the City of New York New York, NY | Public Charity | $10,000 |
| Chabad of Tribeca New York, NY | Public Charity | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,367,587 | $3,093,233 | $2,770,739 |
| Revenue | $419,474 | $479,724 | $427,597 |
| Expenses | $145,120 | $157,230 | $137,033 |
| Qualifying Distributions | $121,240 | $136,486 | $112,388 |
| Net Investment Income | $84,195 | $84,465 | $34,910 |
| Distributable Amount | $170,648 | $138,612 | $123,563 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
SMF Foundationjmm Inc is led by Joshua M. Milstein, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Joshua M. Milstein
President
On filings since 2020
No compensation reported
Peter Grossman
Secretary
On filings since 2020
No compensation reported
Philip L. Milstein
Vice President
On filings since 2020
No compensation reported
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 SMF Foundationjmm Inc
How much does SMF Foundationjmm Inc give each year?
SMF Foundationjmm Inc gave $121K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $136K across 5 grants.
What is SMF Foundationjmm Inc's typical grant size?
SMF Foundationjmm Inc's median grant in 2024 was $15,500, and its average grant was $20,167, across 6 grants on its 2024 IRS Form 990-PF.
Where does SMF Foundationjmm Inc give grants?
SMF Foundationjmm Inc gives mostly in New York: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (6 grants).
Does SMF Foundationjmm Inc give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on SMF Foundationjmm Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Public Charity" (6 grants).
Who are SMF Foundationjmm Inc's largest grantees?
SMF Foundationjmm Inc's largest 2024 grantees include New York-Presbyterian Fund Inc ($50,000), United Jewish Appeal - Federation of Jewish Philanthropies of New York ($25,000) and American Jewish Committee ($21,000), according to its 2024 IRS Form 990-PF. Together they received 79% of its itemized 2024 grant dollars.
How large is SMF Foundationjmm Inc?
SMF Foundationjmm Inc reported $3.4M in total assets on its 2024 IRS Form 990-PF. It paid out $121K in qualifying distributions that year, against a required minimum of $171K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is SMF Foundationjmm Inc's EIN?
SMF Foundationjmm Inc's EIN (Employer Identification Number) is 20-5812333. 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.
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