Nonprofit · EIN 13-6138272
JAMES IV ASSOCIATION OF SURGEONS
Also known as DEPT OF SURGERY
Tax-exempt · PALO ALTO, CA 94305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $176,676 | $88,160 | $88,516 | $1,193,099 | $0 | $1,193,099 |
| December 31, 2023 | 990-PF | $58,690 | $100,437 | -$41,747 | $1,062,051 | $0 | $1,062,051 |
| December 31, 2022 | 990-PF | $44,514 | $89,578 | -$45,064 | $1,011,792 | $0 | $1,011,792 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $104,983
- Dividends
- $26,714
- Net gain from sales of assets
- $44,979
Expenses
- Grants and similar amounts paid
- $45,000
- Disbursements for charitable purposes
- $79,277
- Excise tax on investment income
- $896
Balance sheet and other
- Total assets, start of year
- $1,062,051
- Total assets, end of year
- $1,193,099
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,193,099
- Fair market value of assets
- $1,178,099
- Qualifying distributions
- $79,277
- Net investment income
- $71,693
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary T Hawn MD 300 Pasteur Dr MC 5115, Stanford, CA 94305 | Treasurer | 1 | $0 |
| John H Hunter MD 3181 SW Sam Jackson Park Rd, Portland, OR 972393098 | Secretary | 1 | $0 |
| Julie Freischlag WFB Vascular Ctr Med Ctr Blvd, Winston Salem, NC 27157 | Vice President | 1 | $0 |
| Nancy Perrier MD 269 CAMPUS DRIVE CCSR 0125, PALO ALTO, CA 94305 | President | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary T Hawn MD 300 Pasteur Dr MC 5115, Stanford, CA 94305 | Treasurer | 1 | $0 |
| John H Hunter MD 3181 SW Sam Jackson Park Rd, Portland, OR 972393098 | Secretary | 1 | $0 |
| Julie Freischlag WFB Vascular Ctr Med Ctr Blvd, Winston Salem, NC 27157 | Vice President | 1 | $0 |
| Lisa Marley 30 N 1900 East Ste 3B110, Salt Lake City, UT 84132 | COO | 5 | $0 |
| Nancy Perrier MD 269 CAMPUS DRIVE CCSR 0125, PALO ALTO, CA 94305 | President | 1 | $0 |
990-PF for the year ended December 31, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary T Hawn MD 300 Pasteur Dr MC 5115, Stanford, CA 94305 | Treasurer | 1 | $0 |
| John H Hunter MD 3181 SW Sam Jackson Park Rd, Portland, OR 972393098 | Secretary | 1 | $0 |
| Julie Freischlag WFB Vascular Ctr Med Ctr Blvd, Winston Salem, NC 27157 | Vice President | 1 | $0 |
| Lisa Marley 30 N 1900 East Ste 3B110, Salt Lake City, UT 84132 | COO | 5 | $0 |
| Nancy Perrier MD 269 CAMPUS DRIVE CCSR 0125, PALO ALTO, CA 94305 | President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 269 CAMPUS DRIVE CCSR 0125, PALO ALTO, CA 94305-5101
- Signed the 990-PF
- JULIA MIRANDA, Executive Director
- Phone
- (650) 724-5042
- Return prepared by
- SMITH POWELL & COMPANY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 13-6138272 or by the name JAMES IV ASSOCIATION OF SURGEONS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6138272
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,193,099
- Income (IRS master file)
- $329,367
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $176,676 | $88,160 | $1,193,099 | IRS |
| 990-PF | December 2023 | $58,690 | $100,437 | $1,062,051 | XML |
| 990-PF | December 2022 | $44,514 | $89,578 | $1,011,792 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6138272).
Questions about JAMES IV ASSOCIATION OF SURGEONS
- What is the EIN of JAMES IV ASSOCIATION OF SURGEONS?
- The employer identification number (EIN) of JAMES IV ASSOCIATION OF SURGEONS is 13-6138272.
- Is JAMES IV ASSOCIATION OF SURGEONS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to JAMES IV ASSOCIATION OF SURGEONS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES IV ASSOCIATION OF SURGEONS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES IV ASSOCIATION OF SURGEONS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES IV ASSOCIATION OF SURGEONS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES IV ASSOCIATION OF SURGEONS?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does JAMES IV ASSOCIATION OF SURGEONS have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $176,676, expenses of $88,160 and total assets of $1,193,099 at year end.
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