J M Foundation
J M Foundation is a private foundation, based in MILWAUKEE, WI. IRS filing data is available for 2020. As of 2020, the organization holds $26.7M in total assets. In 2020, it awarded 20 grants totaling $1.1M. Net investment income was $100K.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
$26.7M
Annual Giving
$1.1M
Grant Count
20
Avg Grant Size
$54K
Under IRS private-foundation payout rules, J M Foundation reported a distributable amount of $1.2M for 2020 — the minimum it must pay out in qualifying distributions.
About J M Foundation
Based on IRS filings
J M Foundation is a private foundation, based in MILWAUKEE, WI. IRS filing data is available for 2020. As of 2020, the organization holds $26.7M in total assets. In 2020, it awarded 20 grants totaling $1.1M. Net investment income was $100K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | $26,704,619 |
| Revenue | $243,450 |
| Expenses | $1,521,206 |
| Qualifying Distributions | — |
| Net Investment Income | $100,314 |
| Distributable Amount | $1,221,907 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2020
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include Hoover Institution ($290,000), Boys and Girls Clubs of America ($260,000), Board Matching Gifts ($85,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN OVERSEAS MEMORIAL DAY ASSOCIATION FOUNDATION VALHALLA, NY | BASTOGNE MEMORIAL FUND | $10,000 |
| BOARD MATCHING GIFTS MILWAUKEE, WI | GENERAL SUPPORT | $85,500 |
| BOYS AND GIRLS CLUBS OF AMERICA ATLANTA, GA | LEADERSHIP DEVELOPMENT AT LOCAL CLUBS | $260,000 |
| BOYS AND GIRLS CLUBS OF CENTRAL VIRGINIA CHARLOTTESVILLE, VA | GENERAL SUPPORT | $8,000 |
| BOYS AND GIRLS CLUBS OF THE LOWCOUNTRY BLUFFTON, SC | GENERAL SUPPORT | $25,000 |
| CENTER FOR AMERICAN GREATNESS INC PHOENIX, AZ | GENERAL SUPPORT | $35,000 |
| COMMONWEALTH FOUNDATION HARRISBURG, PA | GENERAL SUPPORT | $25,000 |
| EMPIRE CENTER ALBANY, NY | GENERAL SUPPORT | $25,000 |
| ENTITLEMENTS HOW LEXINGTON, KY | GENERAL SUPPORT | $75,000 |
| FOUNDATION FOR CULTURAL REVIEW NEW YORK, NY | GENERAL SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHRIS OLANDER | EXEC DIR EMERITUS/ASST SEC | 10 | $21,000 |
| JEREMIAH BOGERT | VICE PRESIDENT | 1 | — |
| JEREMIAH MILBANK III | PRESIDENT | 1 | — |
| PETER C MORSE | SECRETARY/TREASURER | 1 | — |
| CARL HELSTROM | EXECUTIVE DIRECTOR/ASST TR | 20 | $118,870 |
Frequently Asked Questions
How large is J M Foundation?
As of 2020, J M Foundation holds $26.7M in total assets with $243K in annual revenue. It awarded 20 grants totaling $1.1M in 2020.
Where does J M Foundation operate?
J M Foundation has awarded grants in Arizona, California, Connecticut, District of Columbia, Delaware, Florida, Georgia, Kentucky, New Jersey, New York, Pennsylvania, South Carolina, Virginia, Wisconsin.
What size grants does J M Foundation award?
In 2020, J M Foundation awarded 20 grants totaling $1.1M — an average of about $54K per grant, based on its IRS Form 990 filings.
How much is J M Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, J M Foundation reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is J M Foundation's EIN?
J M Foundation's EIN (Employer Identification Number) is 13-6068340. IRS Form 990 filing data is available on this page for 2020.
Explore Open Grants
Browse active grant opportunities in J M Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.