JAMES IV ASSOCIATION OF SURGEONS INC

SANDY, UT 84070 EIN 136138272

http://jamesivassociationsurgeons.com/
Total Given 2016–2023
$210K
19 grants · $26K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $8K–$15K
grant size
29%
balanced · 4/14 multi-year
repeat
$1.1M
Assets · 2020
14
Distinct recipients

About

The Association meets the requirements of Regs section 53.4942(a)-3(b)(7)(ii):Amounts set aside will be paid within 60 months.The specific project for which the amounts have been set aside cannot be completed before year end due to Covid related travel restrictions. The Association's main purpose is to provide traveling fellowships for surgeons to work with other surgeons in foreign countries to exchange knowledge. Due to Covid, this could not be done. The amount of $30,000 has been set aside to continue this project once travel restrictions are lifted and it is safe to travel.The Association is over 40 years old and has made the required distributions in all those previous years. Therefore, it has easily met the start-up period minimum amount during its start up period. In addition, it has distributed the full payment period minimum amount in each year of its full payment period.

Focus Areas

International

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person Lisa Marley
Phone 8015817304
Deadlines None
How to Apply No application is required, just a general letter of request
Restrictions None

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $8K $817K $59K 1
2017 $30K $910K $51K 3
2018 $38K $0 $53K 5
2019 $22K $0 $89K 2
2020 $52K $1.1M $51K 4
2021 N/A $1.2M $69K N/A
2023 $60K $1.1M $59K 4

Grant Size Distribution

Based on 19 grants on record

Minimum
$8K
25th Pctl
$8K
Median
$8K
Average
$11K
75th Pctl
$15K
Maximum
$15K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
Mary T Hawn MD Treasurer
Nancy Perrier MD President
Lisa Marley COO
Julie Freischlag Vice President
John H Hunter MD Secretary
Kenneth A Harris President
Richard Schulick MD Treasurer
Fabrizio Michelassi Vice President
E Christopher Ellison President

Grants Awarded (19 total)

Purpose
Thomas M Aloia MD Houston, TX $15,000 To cover expenses incurred in international exchange of surgical practices. 2019
STANFORD UNIVERSITY FBO LISA KNOWLT STANFORD, CA $15,000 To cover expenses incurred in international exchange of surgical practices. 2023
BAYLOR COLLEGE OF MED - FBO THAO GA HOUSTON, TX $15,000 To cover expenses incurred in international exchange of surgical practices. 2023
UNIVERSITY OF COLORADO AURORA, CO $15,000 To cover expenses incurred in international exchange of surgical practices. 2023
UNIVERSITY OF MICHIGAN FBO KATHERIN ANN ARBOR, MI $15,000 To cover expenses incurred in international exchange of surgical practices. 2023
Dung H Nguyen MD Palo Alto, CA $15,000 To cover expenses incurred in international exchange of surgical practices. 2020
Giorgos C Karakousis MD Philadelphia, PA $15,000 To cover expenses incurred in international exchange of surgical practices. 2020
Colin A Martin MD Birmingham, AL $15,000 To cover expenses incurred in international exchange of surgical practices. 2020
Karl Y Bilimoria MD Winnetka, IL $15,000 To cover expenses incurred in international exchange of surgical practices. 2017
Heather Yeo MD New York, NY $7,500 To cover expenses incurred in international exchange of surgical practices. 2017
Justin Dimick Ann Arbor, MI $7,500 To cover expenses incurred in international exchange of surgical practices. 2019
Heather Yeo MD New York, NY $7,500 To cover expenses incurred in international exchange of surgical practices. 2018
Caprice Greenberg Middleton, WI $7,500 To cover expenses incurred in international exchange of surgical practices. 2018
Jason Sicklick La Jolla, CA $7,500 To cover expenses incurred in international exchange of surgical practices. 2018
Justin Dimick Ann Arbor, MI $7,500 To cover expenses incurred in international exchange of surgical practices. 2018
Justin Dimick Ann Arbor, MI $7,500 To cover expenses incurred in international exchange of surgical practices. 2020
Jayme Locke MD Birmingham, AL $7,500 To cover expenses incurred in international exchange of surgical practices. 2018
Caprice Greenberg Middleton, WI $7,500 To cover expenses incurred in international exchange of surgical practices. 2016
Jayme Locke MD Birmingham, AL $7,500 To cover expenses incurred in international exchange of surgical practices. 2017