J & M Foundation
EIN 261392022
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2016–2023
$1.4M
133 grants · $175K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $5K–$15K
grant size
93%
deep partner · 25/27 multi-year
repeat
$3.8M
Assets (2023)
27
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
CARMEL IDEAS FOUNDATION
Phone
(831) 455-8900
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $190K | $3.8M | $144K | 16 |
| 2017 | $185K | $4.1M | $557K | 17 |
| 2018 | $205K | $3.6M | $190K | 23 |
| 2020 | $205K | $4.1M | $180K | 21 |
| 2021 | $182K | $4.4M | $298K | 16 |
| 2022 | $206K | $3.6M | $233K | 20 |
| 2023 | $225K | $3.8M | $127K | 20 |
Grant Size Distribution
Based on 133 grants on record
Minimum
$2K
25th Pctl
$5K
Median
$10K
Average
$11K
75th Pctl
$15K
Maximum
$30K
Geographic Distribution
Officers & Directors
JD
Jane B Dunaway
7+ yrs
President
Leadership
TF
Tena D Farr
7+ yrs
Treasurer
Leadership
RN
Ricky Nguyen
7+ yrs
Assistant. Sec
JD
Jane B Dunaway
7+ yrs
President
Leadership
TF
Tena D Farr
7+ yrs
Treasurer
Leadership
RN
Ricky Nguyen
7+ yrs
Assistant. Sec
JD
Jane B Dunaway
7+ yrs
President
Leadership
TF
Tena D Farr
7+ yrs
Treasurer
Leadership
RN
Ricky Nguyen
7+ yrs
Assistant. Sec
JD
Jane B Dunaway
7+ yrs
President
Leadership
TF
Tena D Farr
7+ yrs
Treasurer
Leadership
RN
Ricky Nguyen
7+ yrs
Assistant. Sec
JD
Jane B Dunaway
7+ yrs
President
Leadership
TF
Tena D Farr
7+ yrs
Treasurer
Leadership
RN
Ricky Nguyen
7+ yrs
Assistant. Secretary
Leadership
JD
Jane B Dunaway
7+ yrs
President
Leadership
TF
Tena D Farr
7+ yrs
Treasurer
Leadership
RN
Ricky Nguyen
7+ yrs
Assistant. Secretary
Leadership
JD
Jane B Dunaway
7+ yrs
President
Leadership
TF
Tena D Farr
7+ yrs
Treasurer
Leadership
RN
Ricky Nguyen
7+ yrs
Assistant. Secretary
Leadership
Grants Awarded (133 total)
| Purpose | ||||
|---|---|---|---|---|
| Big Sur Land Trust | Monterey, CA | $30,000 | GENERAL OPERATING SUPPORT | 2020 |
| Big Sur Land Trust | Monterey, CA | $25,000 | GENERAL OPERATING SUPPORT | 2021 |
| Big Sur Land Trust | Monterey, CA | $25,000 | GENERAL OPERATING SUPPORT | 2023 |
| Family House | San Francisco, CA | $25,000 | GENERAL OPERATING SUPPORT | 2016 |
| Big Sur Land Trust | Monterey, CA | $25,000 | GENERAL OPERATING SUPPORT | 2022 |
| Monterey Jazz Festival | Monterey, CA | $20,000 | GENERAL OPERATING SUPPORT | 2018 |
| National Alliance on Mental Illness | Monterey, CA | $20,000 | General operating support | 2018 |
| Aspen Center for Environmental Stud | Aspen, CO | $20,000 | General operating support | 2020 |
| Csumb University Advancement | Seaside, CA | $20,000 | General operating support | 2020 |
| Monterey Jazz Festival | Monterey, CA | $20,000 | GENERAL OPERATING SUPPORT | 2020 |
| National Alliance on Mental Illness | Monterey, CA | $20,000 | General operating support | 2020 |
| Aspen Center for Environmental Stud | Aspen, CO | $20,000 | General operating support | 2021 |
| Csumb University Advancement | Seaside, CA | $20,000 | General operating support | 2021 |
| Monterey Jazz Festival | Monterey, CA | $20,000 | GENERAL OPERATING SUPPORT | 2021 |
| National Alliance on Mental Illness | Monterey, CA | $20,000 | General operating support | 2021 |
| Aspen Center for Environmental Stud | Aspen, CO | $20,000 | General operating support | 2023 |
| Csumb University Advancement | Seaside, CA | $20,000 | General operating support | 2023 |
| Uc Davis Foundation | Davis, CA | $20,000 | General operating support | 2023 |
| Doctors Without Borders | New York, NY | $20,000 | GENERAL OPERATING SUPPORT | 2023 |
| Aspen Center for Environmental Stud | Aspen, CO | $20,000 | General operating support | 2016 |
| Monterey Jazz Festival | Monterey, CA | $20,000 | GENERAL OPERATING SUPPORT | 2017 |
| National Alliance on Mental Illness | Monterey, CA | $20,000 | General operating support | 2017 |
| Aspen Center for Environmental Stud | Aspen, CO | $20,000 | General operating support | 2022 |
| Csumb University Advancement | Seaside, CA | $20,000 | General operating support | 2022 |
| National Alliance on Mental Illness | Monterey, CA | $20,000 | General operating support | 2022 |