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J & M Foundation at a glance

· Private foundation

J & M Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$220k
Granted FY2024still arriving
19
Grants FY2024still arriving
2
States reached
$30k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Environment$406kEducation$365kHealth$323kArts & Culture$200kFood & Nutrition$90kPublic Safety & Disaster$75kInternational$70kYouth Development$60kOther$0
02FY2024 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k8 grants · $40k
  • $10k–50k11 grants · $180k
$10,000
Median grant
2
States reached
$3.6M
Total assets
Largest grants
RecipientAmount
BIG SUR LAND TRUST$30,000
ASPEN CENTER FOR ENVIRONMENTAL STUD$20,000
CSUMB UNIVERSITY ADVANCEMENT$20,000
UC DAVIS FOUNDATION$20,000
NATURE CONSERVANCY CALIFORNIA PROGR$15,000
BIG SUR FIRE BRIGADE$15,000
NATIONAL ALLIANCE ON MENTAL ILLNESS$15,000
FAMILY HOUSE$15,000
MEALS ON WHEELS MONTEREY PENINSULA$10,000
INTERIM INC$10,000
BIG SUR HEALTH CENTER$10,000
ASPEN HISTORICAL SOCIETY$5,000
FOOD BANK FOR MONTEREY COUNTY$5,000
MEALS ON WHEELS SALINAS VALLEY$5,000
CACHAGUA FIRE PROTECTION DISTRICT$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 83% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%EL TEATRO CAMPESINO: $10k → 7%FAMILY HOUSE: $15k → 10%BIG SUR LAND TRUST: $30k → 12%UC DAVIS FOUNDATION: $20k → 16%DOCTORS WITHOUT BORDERS: $20k → 17%ASPEN CENTER FOR ENVIRONMENTAL STUD: $20k → 6%FAMILY HOUSE: $15k → 10%BIG SUR LAND TRUST: $30k → 12%UC DAVIS FOUNDATION: $20k → 16%DOCTORS WITHOUT BORDERS: $20k → 17%ASPEN CENTER FOR ENVIRONMENTAL STUD: $20k → 6%NATURE CONSERVANCY CALIFORNIA PROGR: $15k → 10%BIG SUR LAND TRUST: $30k → 12%UC DAVIS FOUNDATION: $15k → 16%ASPEN CENTER FOR ENVIRONMENTAL STUD: $20k → 6%FAMILY HOUSE: $15k → 10%BIG SUR LAND TRUST: $25k → 12%UC DAVIS FOUNDATION: $15k → 16%ASPEN CENTER FOR ENVIRONMENTAL STUD: $20k → 6%BIG SUR LAND TRUST: $25k → 12%UC DAVIS FOUNDATION: $15k → 16%ASPEN CENTER FOR ENVIRONMENTAL STUD: $20k → 6%FAMILY HOUSE: $15k → 10%BIG SUR LAND TRUST: $25k → 12%UC DAVIS FOUNDATION: $15k → 16%ASPEN CENTER FOR ENVIRONMENTAL STUD: $20k → 6%MONTEREY JAZZ FESTIVAL: $20k → 12%UC DAVIS FOUNDATION: $15k → 16%FAMILY HOUSE: $15k → 10%MONTEREY JAZZ FESTIVAL: $20k → 12%UC DAVIS FOUNDATION: $15k → 16%MONTEREY JAZZ FESTIVAL: $20k → 12%FAMILY HOUSE: $15k → 10%MONTEREY JAZZ FESTIVAL: $20k → 12%MONTEREY JAZZ FESTIVAL: $20k → 12%FAMILY HOUSE: $15k → 10%BIG SUR LAND TRUST: $15k → 12%BIG SUR LAND TRUST: $15k → 12%FAMILY HOUSE: $15k → 10%CSUMB UNIVERSITY ADVANCEMENT: $20k → 12%CSUMB UNIVERSITY ADVANCEMENT: $20k → 12%CSUMB UNIVERSITY ADVANCEMENT: $20k → 12%CSUMB UNIVERSITY ADVANCEMENT: $20k → 12%CSUMB UNIVERSITY ADVANCEMENT: $20k → 12%CSUMB UNIVERSITY ADVANCEMENT: $20k → 12%CARMEL IDEAS FOUNDATION: $15k → 12%CARMEL IDEAS FOUNDATION: $15k → 12%BIG SUR FIRE BRIGADE: $15k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

100%of every dollar goes to organizations it has funded before.
$1.6M · 25 repeat orgs$3k to everyone else

25 repeat relationships: 19 still active in FY2024, 6 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

25
1

Total granted

$1.6M
$3k

Still filing today

64%
0%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EnvironmentArts & CultureEducationHealthInternationalYouth DevelopmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BS
    Big Sur Land Trust
    8× · 2017–2024 · $195k · revenue +101%
  • AC
    ASPEN CENTER FOR ENVIRONMENTAL STUDIES
    8× · 2017–2024 · $140k · revenue +134%
  • TU
    THE UC DAVIS FOUNDATION
    8× · 2017–2024 · $130k · revenue +66%

Funded once

  • CF
    Community Foundation of Monterey Co
    one grant, 2020 · $3k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Monterey Bay Economic Partnership Inc

To improve the economic health and quality of life in the monterey bay region.

Community Improvement
2
Monterey Bay Aquarium Research Institute
—
3
Foundation of California State University Monterey Bay

To further the scientific, literary, educational and charitable purposes of california state university, monterey bay, including fundraising, development, endowment management, financial assistance, public relations and other support.

Education
4
Monterey Museum of Art

The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.

Arts & Culture
5
Santa Cruz Community Farmers Market

To serve our community by providing direct access to sustainable sources of fresh produce and other unique foods, and provide education about food issues, both local and beyond.

—
6
Monterey Bay United
Recreation & Sports
7
Sutter Bay Hospitals

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
8
San Diego Habitat Conservancy

Acquire, manage and protect land in perpetuity that supports sensitive habitats and species, and to educate and inspire people and communities as stewards and advocates of their natural environment.

Arts & Culture
9
Sonoma Mountain Institute
Environment
10
Marin Humane Society

Marin humane transforms lives through exceptional animal care, humane education, and advocacy. every day, marin humane inspires compassion and positive relationships between people and animals.

Animals
11
Monterey County Film Commission

To inspire and facilitate film and media production throughout monterey county, creating positive economic impact.

Arts & Culture
12
Balboa Park Conservancy

Balboa Park Conservancy (the Conservancy) was organized on November 3, 1923. The Conservancy is the City of San Diegos (the City) partner and advocated for the greater good of Balboa Park (the Park). The Conservancy collaborated with and…

—
How this is measured
The grantee most central to the portfolio’s shape is Save Our Shores; the most unlike its peers is El Teatro Campesino. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

16 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 16 of the 26 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
16/16
Grantees still filing
13/16
Grew since first funded

Where the money sits, by cause and then by grantee

NATIONAL ALLIANCE ON MENTAL ILLNESS: $150,000 · OtherNATIONAL ALLIANCE ON MENTAL ILLNESSCSUMB UNIVERSITY ADVANCEMENT: $125,000 · OtherCSUMB UNIVERSITY ADVANCEMENTBig Sur Health Center Inc: $52,500 · OtherBig Sur Health Center IncNATURE CONSERVANCY CALIFORNIA PROGR: $50,000 · OtherNATURE CONSERVANCY CALIFORNIA PROGRBIG SUR FIRE BRIGADE: $47,500 · OtherBIG SUR FIRE BRIGADECAL POLY FUND: $40,000 · OtherINTERIM INC: $40,000 · OtherASPEN HISTORICAL SOCIETY: $40,000 · OtherFOOD BANK FOR MONTEREY COUNTY: $35,000 · OtherASPEN MUSIC FESTIVAL SCHOOL: $35,000 · OtherCACHAGUA FIRE PROTECTION DISTRICT: $27,500 · OtherMEALS ON WHEELS OF THE MONTEREY PENINSULA INC: $35,000 · Other+6 more: $98,000 · Other+6 moreBig Sur Land Trust: $195,000 · EnvironmentBig Sur Land TrustASPEN CENTER FOR ENVIRONMENTAL STUDIES: $140,000 · EnvironmentASPEN CENTER FOR ENVIRO…Monterey Jazz Festival: $100,000 · Arts & CultureMonterey Ja…Carmel Ideas Foundation: $60,000 · Arts & CultureCarmel Idea…THE UC DAVIS FOUNDATION: $130,000 · EducationTHE UC DA…FAMILY HOUSE INC: $120,000 · HealthMEDECINS SANS FRONTIERES USA INC: $70,000 · InternationalRANCHO CIELO INC: $40,000 · Youth Development
Other$775,500Environment$335,000Arts & Culture$160,000Education$130,000Health$120,000International$70,000Youth Development$40,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBig Sur Land Trust: $195,000 over 8y, 0.8% of budgetASPEN CENTER FOR ENVIRONMENTAL STUDIES: $140,000 over 8y, 0.4% of budgetTHE UC DAVIS FOUNDATION: $130,000 over 8y, 0.0% of budgetFAMILY HOUSE INC: $120,000 over 8y, 0.3% of budgetMonterey Jazz Festival: $100,000 over 5y, 1.6% of budgetMEDECINS SANS FRONTIERES USA INC: $70,000 over 5y, 0.0% of budgetCarmel Ideas Foundation: $60,000 over 8y, 3.0% of budgetBig Sur Health Center Inc: $52,500 over 7y, 1.1% of budgetRANCHO CIELO INC: $40,000 over 4y, 0.3% of budgetINTERIM INC: $40,000 over 8y, 0.0% of budgetASPEN HISTORICAL SOCIETY: $40,000 over 8y, 0.4% of budgetMEALS ON WHEELS OF THE MONTEREY PENINSULA INC: $35,000 over 5y, 0.2% of budgetFOOD BANK FOR MONTEREY COUNTY: $35,000 over 7y, 0.0% of budgetEl Teatro Campesino: $25,000 over 3y, 2.9% of budgetSAVE OUR SHORES: $20,500 over 6y, 0.9% of budgetFUTURE CITIZENS FOUNDATION DBA THE FIRST TEE OF MONTEREY COUNTY: $10,000 over 2y, 0.2% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Big Sur Land Trust ↗
  • Who funds ASPEN CENTER FOR ENVIRONMENTAL STUDIES ↗
  • Who funds THE UC DAVIS FOUNDATION ↗
  • Who funds FAMILY HOUSE INC ↗
  • Who funds Monterey Jazz Festival ↗
  • Who funds MEDECINS SANS FRONTIERES USA INC ↗
  • Who funds Carmel Ideas Foundation ↗
  • Who funds Big Sur Health Center Inc ↗
  • Who funds RANCHO CIELO INC ↗
  • Who funds INTERIM INC ↗
  • Who funds ASPEN HISTORICAL SOCIETY ↗
  • Who funds MEALS ON WHEELS OF THE MONTEREY PENINSULA INC ↗
  • Who funds FOOD BANK FOR MONTEREY COUNTY ↗
  • Who funds El Teatro Campesino ↗
  • Who funds SAVE OUR SHORES ↗
  • Who funds FUTURE CITIZENS FOUNDATION DBA THE FIRST TEE OF MONTEREY COUNTY ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Monterey Peninsula Fo…Community Hospital of…Morgan Stanley Global…National Philanthropi…The Bank of America C…Vanguard Charitable E…Donor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
Monterey Peninsula FoundationCA24.1× affinity9 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Monterey Peninsula Foundation · Community Hospital of the Monterey Peninsula · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization J & M Foundation funds: left to right is the share of its income from government, bottom to top the share from J & M Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 26 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on J & M’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home