Civic Intelligence

J & M Foundation

990PF • Fiscal year 2011 • EIN 26-1392022

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 17, 2012

Organization Profile
18921 Portola Drive Suite E93908
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$3,584,591

No earlier filing loaded for comparison.

Net Assets

$3,584,591

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$198,481

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,584,591Liabilities 2011: $0Net Assets 2011: $3,584,5912011Assets 2012: $3,582,027Liabilities 2012: $0Net Assets 2012: $3,582,0272012Assets 2013: $3,595,711Liabilities 2013: $0Net Assets 2013: $3,595,7112013Assets 2014: $3,611,786Liabilities 2014: $0Net Assets 2014: $3,611,7862014Assets 2015: $3,543,704Liabilities 2015: $0Net Assets 2015: $3,543,7042015Assets 2016: $3,471,177Liabilities 2016: $0Net Assets 2016: $3,471,1772016Assets 2017: $3,818,729Liabilities 2017: $0Net Assets 2017: $3,818,7292017Assets 2018: $3,775,514Liabilities 2018: $0Net Assets 2018: $3,775,5142018Assets 2019: $3,699,034Liabilities 2019: $0Net Assets 2019: $3,699,0342019Assets 2020: $3,647,753Liabilities 2020: $0Net Assets 2020: $3,647,7532020Assets 2021: $3,726,510Liabilities 2021: $0Net Assets 2021: $3,726,5102021Assets 2022: $3,714,725Liabilities 2022: $0Net Assets 2022: $3,714,7252022Assets 2023: $3,581,942Liabilities 2023: $0Net Assets 2023: $3,581,9422023Assets 2024: $3,632,645Liabilities 2024: $0Net Assets 2024: $3,632,6452024

Highlighted filing

2011

Assets$3,584,591
Liabilities$0
Net Assets$3,584,591
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $198,4812011Expenses 2012: $203,9762012Revenue 2013: $230,256Expenses 2013: $216,572Net Income 2013: $13,6842013Revenue 2014: $244,886Expenses 2014: $228,811Net Income 2014: $16,0752014Revenue 2015: $158,825Expenses 2015: $226,907Net Income 2015: -$68,0822015Revenue 2016: $143,602Expenses 2016: $216,129Net Income 2016: -$72,5272016Revenue 2017: $557,388Expenses 2017: $209,836Net Income 2017: $347,5522017Revenue 2018: $189,649Expenses 2018: $232,864Net Income 2018: -$43,2152018Revenue 2019: $153,300Expenses 2019: $229,780Net Income 2019: -$76,4802019Revenue 2020: $179,901Expenses 2020: $231,182Net Income 2020: -$51,2812020Revenue 2021: $297,813Expenses 2021: $219,056Net Income 2021: $78,7572021Revenue 2022: $232,551Expenses 2022: $244,336Net Income 2022: -$11,7852022Revenue 2023: $126,683Expenses 2023: $259,466Net Income 2023: -$132,7832023Revenue 2024: $304,532Expenses 2024: $253,829Net Income 2024: $50,7032024

Highlighted filing

2011

Revenue-
Expenses$198,481
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 17, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG THELENAsst. Secretary-$0--
TENA D FARRTreasurer-$0--
JANE B DUNAWAYPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General operating support501c3CARMEL, CA, US$100,000
Paid Grant-General operating support501c3ASPEN, CO, US$25,000
Paid Grant-General operating support501c3NEW YORK, NY, US$20,000
Paid Grant-General operating support501c3SAN LUIS OBISPO, CA, US$15,000
Paid Grant-General operating support501c3SEASIDE, CA, US$5,000
Paid Grant-General operating support501c3MONTEREY, CA, US$5,000
Paid Grant-General operating support501c3CARMEL, CA, US$3,000
Paid Grant-General operating support501c3SEASIDE, CA, US$2,500
Paid Grant-General operating support501c3SALINAS, CA, US$2,500
Paid Grant-General operating support501c3SALINAS, CA, US$1,500
Paid Grant-General operating support501c3ASPEN, CO, US$1,500
Paid Grant-General operating support501c3SALINAS, CA, US$1,000
Paid Grant-General operating support501c3SANTA CRUZ, CA, US$1,000
Paid Grant-General operating support501c3BIG SUR, CA, US$1,000
Filing and Contact Details

Filer

EIN
26-1392022
Raw XML Appendix355 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0960708
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0939069
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0978228
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0955467
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-46295
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-54658
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-188306
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03584591
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GREG THELEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1TENA D FARR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JANE B DUNAWAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Asst. Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1018921 PORTOLA DRIVE SUITE E
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 7534
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX S PMB 3563
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SPRECKELS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093908
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0184000
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INCOME FROM SECURITIES ARE THE BASIS FOR GRANTS TO (i) PUBLIC CHARITIES IN FURTHERANCE OF THEIR EXEMPT PURPOSES AND (ii) TO INDIVIDUALS FOR EDUCATIONAL PURPOSES IN A NON-DISCRIMINATORY FASHIION.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10THELEN CHANG & NGUYEN LLP
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08314558900
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1018921 PORTOLA DRIVE SUITE E
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SALINAS
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode093908
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/SupplementaryInformation/ContributingManager0JANE B DUNAWAY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13General operating support
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1SUNSET CULTURAL CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2SAVE OUR SHORES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3MEALS ON WHEELS OF THE SALINAS VALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4CSUMB UNIVERSITY ADVANCEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5FOREST THEATER GUILD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6FOOD BANK FOR MONTEREY COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7FRIENDS OF ESALEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8CAL POLY FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9BIG SUR LAND TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10ASPEN HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11ASPEN CENTER FOR ENVIRONMENTAL STUD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12PLANNED PARENTHOOD FEDERATION OF AM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13CARMEL IDEAS FOUNDATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10820 PARK ROW 672
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 1950
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12345 LAKE AVE SUITE A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1340 CLARK STREET SUITE C
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14100 CAMPUS CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15668 WILLIAMS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 3965
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine175500 HIGHWAY ONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18COLLEGE OF AG- CAL POLY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19509 HARTNELL STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110620 WEST BLEEKER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111100 PUPPY SMITH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112434 WEST 33RD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113PO BOX 2424
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SALINAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CARMEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SANTA CRUZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SALINAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SEASIDE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5SEASIDE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6SALINAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7BIG SUR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8SAN LUIS OBISPO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9MONTEREY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10ASPEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11ASPEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13CARMEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode093901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode193921
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode295062
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode393901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode493955
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode593955
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode693912
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode793920
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode893407
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode993940
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1081611
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1181611
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1210001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1393921
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0184000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear10182551
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01449
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01449
IRS990PF/UndistributedIncome/QualifyingDistributions0184000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01449
IRS990PF/UndistributedIncome/TotalCorpus01449
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0182551
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount011746
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FIDELITY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0261392022
ReturnHeader/Filer/Name/BusinessNameLine10J & M FOUNDATION
ReturnHeader/Filer/NameControl0J&MF
ReturnHeader/Filer/Phone08314558900
ReturnHeader/Filer/USAddress/AddressLine1018921 PORTOLA DRIVE SUITE E
ReturnHeader/Filer/USAddress/City0SALINAS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093908
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-17
ReturnHeader/Officer/Name0TENA D FARR
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Thelen Chang & Nguyen LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1018921 Portola Drive Suite E
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Salinas
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode093908
ReturnHeader/Preparer/Name0RICKY D NGUYEN
ReturnHeader/Preparer/Phone08314558900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-17T10:58:43-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,584,591
Liabilities
$0
Net assets
$3,584,591
Revenue
-
Expenses
$198,481
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.30$0.25$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.13$0.26$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.23$0.24$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.30$0.22$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.18$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.15$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.19$0.23$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.56$0.21$0.35
2016Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.14$0.22$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.16$0.23$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.24$0.23$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.23$0.22$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.20