· 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.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 45% of J & M Foundation’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k8 grants · $40k
- $10k–50k11 grants · $180k
| Recipient | Amount |
|---|---|
| BIG SUR LAND TRUST | $30,000 |
| ASPEN CENTER FOR ENVIRONMENTAL STUD | $20,000 |
| UC DAVIS FOUNDATION | $20,000 |
| CSUMB UNIVERSITY ADVANCEMENT | $20,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | $15,000 |
| BIG SUR FIRE BRIGADE | $15,000 |
| NATURE CONSERVANCY CALIFORNIA PROGR | $15,000 |
| FAMILY HOUSE | $15,000 |
| INTERIM INC | $10,000 |
| BIG SUR HEALTH CENTER | $10,000 |
| MEALS ON WHEELS MONTEREY PENINSULA | $10,000 |
| CACHAGUA FIRE PROTECTION DISTRICT | $5,000 |
| ASPEN HISTORICAL SOCIETY | $5,000 |
| MEALS ON WHEELS SALINAS VALLEY | $5,000 |
| CAL POLY FUND | $5,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 83% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
25 repeat relationships — 19 still active in FY2024, 6 since wound down.
How the two cohorts compare
Organizations
Total granted
Still filing today
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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
- BSBig Sur Land Trust8× · 2017–2024 · $195k · revenue +101%
- ACASPEN CENTER FOR ENVIRONMENTAL STUDIES8× · 2017–2024 · $140k · revenue +120%
- TUTHE UC DAVIS FOUNDATION8× · 2017–2024 · $130k · revenue +66%
Funded once
- CFCommunity Foundation of Monterey Coone grant, 2020 · $3k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To improve the economic health and quality of life in the monterey bay region.
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.
The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.
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.
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,…
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.
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.
To inspire and facilitate film and media production throughout monterey county, creating positive economic impact.
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…
For reference, the grantee most central to the portfolio’s shape is Save Our Shores and 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.
16 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, 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; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your 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 ASPEN HISTORICAL SOCIETY ↗
- Who funds INTERIM INC ↗
- Who funds RANCHO CIELO INC ↗
- 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 ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization J & M Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.