Nonprofit · EIN 23-7049738
JPMORGAN CHASE FOUNDATION
Tax-exempt · NEW YORK, NY 10017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,014,059 | $209,490,253 | -$175,476,194 | $1,092,832,398 | $140,602,043 | $952,230,355 |
| December 31, 2024 | 990-PF | $995,506,022 | $205,392,706 | $790,113,316 | $1,219,377,637 | $126,107,375 | $1,093,270,262 |
| December 31, 2023 | 990-PF | $155,763,432 | $194,953,574 | -$39,190,142 | $442,059,290 | $137,177,364 | $304,881,926 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,093,921
- Interest
- $3,869,897
- Net gain from sales of assets
- $10,466,532
- Other income
- $583,709
Expenses
- Grants and similar amounts paid
- $207,449,430
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $193,063,722
- Excise tax on investment income
- $443,550
Balance sheet and other
- Total assets, start of year
- $1,219,377,637
- Total assets, end of year
- $1,092,832,398
- Total liabilities, end of year
- $140,602,043
- Net assets, end of year
- $952,230,355
- Fair market value of assets
- $1,092,832,398
- Qualifying distributions
- $193,063,722
- Net investment income
- $33,430,350
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY BERRY 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND CHAIRMAN | 1 | $0 |
| CAROL LAKE 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND PRESIDENT | 20 | $0 |
| JOSEPH TOBIAS 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND TREASURER | 12 | $0 |
| JEREMY BARNUM 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR | 1 | $0 |
| HEATHER HIGGINBOTTOM 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR | 0.8 | $0 |
| TIM KELLOGG 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | ASSISTANT TREASURER | 2 | $0 |
| SETH GROSSMAN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SECRETARY | 20 | $0 |
| NIKKITA SUBRAMANIAN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | ASSISTANT SECRETARY | 20 | $0 |
| ALEXIS BATAILLON 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 6 | $0 |
| HANG HO 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 20 | $0 |
| COURTNEY HODAPP 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 6 | $0 |
| JENNIE SPARANDARA 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 20 | $0 |
| HANKA BOLDEMANN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| MANEESHA CHADHA 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| ELSA CHIN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VANESSA ENGEL 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| ROMA KAUNDAL 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| RODOLFO LOZANO 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 4 | $0 |
| DANIEL OKONKWO 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| SHAOLEE SEN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| ALLEN FERNANDEZ SMITH 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| ABIGAIL SUAREZ 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| CHARLES CORRIGAN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| MATTHEW MUENCH 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| HUSNA ALI-KHAN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| JEANIQUE D RICHE-DRUSES 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| JESSICA FERGUSON 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| MARIA ESCORCIA 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| MERCEDEH MORTAZAVI 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| MICHELLE R THOMAS 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| SARAH BAINTON KAHN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 6 | $0 |
990-PF for the year ended December 31, 2024: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY BERRY 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND CHAIRMAN | 1 | $0 |
| CAROL LAKE 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND PRESIDENT | 20 | $0 |
| JOSEPH TOBIAS 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND TREASURER | 12 | $0 |
| JEREMY BARNUM 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR | 1 | $0 |
| HEATHER HIGGINBOTTOM 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR | 0.8 | $0 |
| TIM KELLOGG 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | ASSISTANT TREASURER | 2 | $0 |
| SETH GROSSMAN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SECRETARY | 20 | $0 |
| HANG HO 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 20 | $0 |
| COURTNEY HODAPP 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 6 | $0 |
| JULIE SLAMA - RESIGNED MAY 2024 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 20 | $0 |
| JENNIE SPARANDARA 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 20 | $0 |
| HANKA BOLDEMANN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| MANEESHA CHADHA 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| ELSA CHIN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| CHARLES CORRIGAN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| VANESSA ENGEL 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| RITA GERMAN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 6 | $0 |
| ROMA KAUNDAL 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| RODOLFO LOZANO 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 4 | $0 |
| MATTHEW MUENCH 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| DANIEL OKONKWO 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| SHAOLEE SEN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| ALLEN FERNANDEZ SMITH 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| ABIGAIL SUAREZ 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| SARAH WILLIS - RESIGNED APRIL 2024 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
990-PF for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY BERRY - EFFECTIVE 5252023 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND VICE CHAIRMAN | 0.8 | $0 |
| DEMETRIOS MARANTIS - RESIGNED 51820 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND VICE CHAIRMAN | 0.8 | $0 |
| CAROL LAKE 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND PRESIDENT | 20 | $0 |
| JOSEPH TOBIAS - EFFECTIVE 5252023 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND TREASURER | 12 | $0 |
| DAVID SALAVERRY - RESIGNED 5242023 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR AND TREASURER | 12 | $0 |
| JEREMY BARNUM 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR | 0.8 | $0 |
| HEATHER HIGGINBOTTOM 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | DIRECTOR | 0.8 | $0 |
| TIM KELLOGG 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | ASSISTANT TREASURER | 6 | $0 |
| SETH GROSSMAN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SECRETARY | 20 | $0 |
| HANG HO 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 20 | $0 |
| COURTNEY HODAPP 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 6 | $0 |
| JULIE SLAMA 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 6 | $0 |
| JENNIE SPARANDARA 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | SENIOR VICE PRESIDENT | 20 | $0 |
| MONIQUE BAPTISTE - RESIGNED OCT 202 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| HANKA BOLDEMANN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| MANEESHA CHADHA 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 6 | $0 |
| ELSA CHIN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| CHARLES CORRIGAN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| VANESSA ENGEL 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| RITA GERMAN - EFFECTIVE 3152023 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 6 | $0 |
| ROMA KAUNDAL 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 6 | $0 |
| RODOLFO LOZANO - EFFECTIVE 3152023 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 4 | $0 |
| MATTHEW MUENCH - EFFECTIVE 472023 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| DANIEL OKONKWO 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| LINDA RODRIGUEZ 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 6 | $0 |
| SHAOLEE SEN 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| ALLEN FERNANDEZ SMITH 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| ABIGAIL SUAREZ 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
| SARAH WILLIS 383 MADISON AVENUE 41ST FLOOR, NEW YORK, NY 10017 | VICE PRESIDENT | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 270 PARK AVENUE 27TH FLOOR, NEW YORK, NY 10017-2014
- In care of
- % JOSEPH TOBIAS
- Signed the 990-PF
- JOSEPH A TOBIAS, TREASURER
- Phone
- (212) 270-6000
- Website
- WWW.JPMORGANCHASE.COM/IMPACT
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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 | 990-PF 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
- 23-7049738
- 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
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,092,832,398
- Income (IRS master file)
- $587,615,095
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,014,059 | $209,490,253 | $1,092,832,398 | XML |
| 990-PF | December 2024 | $995,506,022 | $205,392,706 | $1,219,377,637 | XML |
| 990-PF | December 2023 | $155,763,432 | $194,953,574 | $442,059,290 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 23-7049738).
Questions about JPMORGAN CHASE FOUNDATION
- What is the EIN of JPMORGAN CHASE FOUNDATION?
- The employer identification number (EIN) of JPMORGAN CHASE FOUNDATION is 23-7049738.
- Is JPMORGAN CHASE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to JPMORGAN CHASE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JPMORGAN CHASE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JPMORGAN CHASE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JPMORGAN CHASE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JPMORGAN CHASE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 31 people; 0 received compensation from the organization.
- How much revenue does JPMORGAN CHASE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,014,059, expenses of $209,490,253 and total assets of $1,092,832,398 at year end.
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