Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
J M FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)342 N WATER STEET No 649
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53202
A Employer identification number

13-6068340
B Telephone number (see instructions)

(609) 951-2283
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,704,619J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 418,420 408,594  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -174,970
b Gross sales price for all assets on line 6a 3,218,472
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 243,450 408,594  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 139,870 20,980   118,889
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 42,935 6,440   36,495
16a Legal fees (attach schedule)......... Click to see attachment 14,155 0   14,155
b Accounting fees (attach schedule)....... Click to see attachment 19,500 9,750   9,750
c Other professional fees (attach schedule).... Click to see attachment 265,896 265,896   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,100 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 18,827 0   18,827
21 Travel, conferences, and meetings....... 4,836 164   4,672
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment -71,413 5,050   -76,207
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 437,706 308,280   126,581
25 Contributions, gifts, grants paid....... 1,083,500 1,083,500
26 Total expenses and disbursements. Add lines 24 and 25 1,521,206 308,280   1,210,081
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,277,756
b Net investment income (if negative, enter -0-) 100,314
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 148,753    
2 Savings and temporary cash investments......... 710,199 2,465,836 2,465,836
3 Accounts receivable bullet29,981
Less: allowance for doubtful accounts bullet   229,982 29,981 29,981
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment1,618,337 1,618,337
b Investments—corporate stock (attach schedule)....... 15,165,236 Click to see attachment15,610,773 15,610,773
c Investments—corporate bonds (attach schedule)....... 3,834,225 Click to see attachment2,259,395 2,259,395
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,541,549 Click to see attachment4,482,312 4,482,312
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment314,732 Click to see attachment237,985 Click to see attachment237,985
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,944,676 26,704,619 26,704,619
Liabilities 17 Accounts payable and accrued expenses.......... 13,095 92,438
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment583,184 Click to see attachment262,644
23 Total liabilities (add lines 17 through 22)......... 596,279 355,082
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 26,348,397 26,349,537
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 26,348,397 26,349,537
30 Total liabilities and net assets/fund balances (see instructions). 26,944,676 26,704,619
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
26,348,397
2
Enter amount from Part I, line 27a .....................
2
-1,277,756
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,278,896
4
Add lines 1, 2, and 3 ..........................
4
26,349,537
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,349,537
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b SILVERCREST SPECIAL SITUATIONS FUND P    
c SILVERCREST INTERNATIONAL FUND P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,164,437   3,382,163 -217,726
b 54,035     54,035
c     11,279 -11,279
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -217,726
b       54,035
c       -11,279
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -174,970
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,394
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,394
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,394
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,983
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,983
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,589
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet15,589 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletFDNCENTER.ORG/GRANTMAKER/JM-MILBANK
    14
    The books are in care ofbulletCARL HELSTROM EXECUTIVE DIRECTOR Telephone no.bullet (609) 951-2283

    Located atbullet342 N WATER STEET No 649MILWAUKEEWI ZIP+4bullet53202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHRIS OLANDER EXEC DIR EMERITUS/ASST SEC
    10.00     		21,000 0 0
    C/O JM FOUNDATION
    MILWAUKEE,WI53202
    JEREMIAH BOGERT VICE PRESIDENT
    1.00     		0 0 0
    C/O JM FOUNDATION
    MILWAUKEE,WI53202
    JEREMIAH MILBANK III PRESIDENT
    1.00     		0 0 0
    C/O JM FOUNDATION
    MILWAUKEE,WI53202
    PETER C MORSE SECRETARY/TREASURER
    1.00     		0 0 0
    C/O JM FOUNDATION
    MILWAUKEE,WI53202
    CARL HELSTROM EXECUTIVE DIRECTOR/ASST TR
    20.00     		118,870 23,881 0
    C/O JM FOUNDATION
    MILWAUKEE,WI53202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SILVERCREST ASSET MANAGEMENT GROUP INVESTMENT ADVISORY 150,120
    1330 AVENUE OF THE AMERICAS
    NEW YORK,NY10019
    SILVERCREST SPECIAL INVESTMENT ADVISORY 67,287
    1330 AVENUE OF THE AMERICAS
    NEW YORK,NY10019
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    22,808,796
    b
    Average of monthly cash balances.......................
    1b
    1,723,469
    c
    Fair market value of all other assets (see instructions)................
    1c
    306,339
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,838,604
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    24,838,604
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    372,579
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,466,025
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,223,301
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,223,301
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,394
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,394
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,221,907
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,221,907
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,221,907
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,210,081
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,210,081
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,210,081
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,221,907
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 248,589
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,210,081
    a Applied to 2019, but not more than line 2a 248,589
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 961,492
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		260,415
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN OVERSEAS MEMORIAL DAY ASSOCIATION FOUNDATION
    CO BENCIVENGA WARD 420 COLUMBUS AVE
    VALHALLA,NY10595     		  PC BASTOGNE MEMORIAL FUND 10,000
    BOARD MATCHING GIFTS
    342 N WATER STREET
    MILWAUKEE,WI53202     		  PC GENERAL SUPPORT 85,500
    BOYS AND GIRLS CLUBS OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA303093506     		  PC LEADERSHIP DEVELOPMENT AT LOCAL CLUBS 260,000
    BOYS AND GIRLS CLUBS OF CENTRAL VIRGINIA
    1000 B CHERRY AVENUE
    CHARLOTTESVILLE,VA22903     		  PC GENERAL SUPPORT 8,000
    BOYS AND GIRLS CLUBS OF THE LOWCOUNTRY
    10 PINCKNEY COLONY ROAD
    BLUFFTON,SC29909     		  PC GENERAL SUPPORT 25,000
    CENTER FOR AMERICAN GREATNESS INC
    3107 E CAMELBACK RD
    PHOENIX,AZ85016     		  PC GENERAL SUPPORT 35,000
    COMMONWEALTH FOUNDATION
    225 STATE STREET
    HARRISBURG,PA17101     		  PC GENERAL SUPPORT 25,000
    EMPIRE CENTER
    30 S PEARL STREET
    ALBANY,NY12207     		  PC GENERAL SUPPORT 25,000
    ENTITLEMENTS HOW
    2365 HARRODSBURG ROAD NO B230
    LEXINGTON,KY40504     		  PC GENERAL SUPPORT 75,000
    FOUNDATION FOR CULTURAL REVIEW
    900 BROADWAY SUITE 602
    NEW YORK,NY10003     		  PC GENERAL SUPPORT 10,000
    FREEDOMWORKS FOUNDATION INC
    111 K ST NE 6TH FLOOR
    WASHINGTON,DC200028236     		  PC SAVE OUR COUNTRY COALITION 25,000
    GARDEN STATE INITIATIVE
    PO BOX 9180
    MORRISTOWN,NJ07963     		  PC GENERAL SUPPORT 25,000
    HOOVER INSTITUTION
    434 GALVEZ MALL
    STANFORD,CA943056003     		  PC GENERAL SUPPORT 290,000
    INDEPENDENT WOMEN'S FORUM
    4 WEEMS LANE
    WINCHESTER,VA22601     		  PC GENERAL SUPPORT 20,000
    INTERCOLLEGIATE STUDIES INSTITUTE INC
    3901 CENTERVILLE RD
    WILMINGTON,DE19807     		  PC CALVIN COOLIDGE BOOK PROJECT 10,000
    NATIONAL REVIEW INSTITUTE
    19 W 44TH STREET
    NEW YORK,NY10036     		  PC GENERAL SUPPORT 10,000
    NY EYE & EAR INFIRMARY
    310 E 14TH STREET
    NEW YORK,NY10003     		  PC GENERAL SUPPORT 10,000
    SOUTH CAROLINA COASTAL CONSERVATION
    131 SPRING STREET
    CHARLESTON,SC29403     		  PC GENERAL SUPPORT 60,000
    THE JAMES MADISON INSTITUTE FOR PUBLIC POLICY STUDIES INC
    PO BOX 10150
    TALLAHASSEE,FL32302     		  PC GENERAL SUPPORT 50,000
    YANKEE INSTITUTE
    216 MAIN STREET
    HARTFORD,CT06106     		  PC GENERAL SUPPORT 25,000
    Total .................................bullet 3a 1,083,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 418,420  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -174,970  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		523000 9,826 14 -9,826  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 9,826 233,624 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    243,450
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OWEN J. FLANAGAN & CO. - ACCOUNTING AND TAX 19,500 9,750   9,750

    TY 2020 GeneralExplanationAttachment
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Identifier Return Reference Explanation
      COMPENSATION OF OFFICER A CERTAIN OFFICER OF THE FOUNDATION PROVIDES SERVICES TO BOTH THIS FOUNDATION AND THE MILBANK FOUNDATION. THE SALARIES ARE PAID AND REPORTED BY THE JM FOUNDATION IN FULL BUT HALF OF THE SALARIES ARE CHARGED TO THE MILBANK FOUNDATION AS A MANAGEMENT FEE. THE TOTAL COMPENSATION FOR THE SHARED OFFICER IS AS FOLLOWS:CARL HELSTROM - $118,870

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PROCTOR & GAMBLE 18,345 18,345
    BURLINGTN NO SF 00-1 TR 5,723 5,723
    BB&T CORPORATION 50,000 50,000
    HYDRO-QUEBEC 55,362 55,362
    STARBUCKS CORP 45,054 45,054
    APPLE INC 50,059 50,059
    CENTERPOINT ENER HOUSTON 50,822 50,822
    PUB SVC ELEC 55,096 55,096
    ROYAL BK OF CANADA 59,518 59,518
    NJ ST HSG & MTGE FIN AGY MF REV 80,380 80,380
    PACCAR FINL CORP 50,492 50,492
    GLAXOSMITHKLINE CAP 75,088 75,088
    CHARLES SCHWAB CORP 40,035 40,035
    EASTN ENERGY GAS 55,128 55,128
    PPL ELECTRIC UTITLITIES 50,596 50,596
    XYLEM INC 46,453 46,453
    BALTIMORE GAS & ELEC 53,002 53,002
    SBA SMALL BUSINESS INVT COS 2011-10A 6,524 6,524
    DEERE & CO 53,827 53,827
    SOUTHN CAL EDISON 12,885 12,885
    BURLINGTN NORTH SANTA FE 60,065 60,065
    ONCOR ELECTRIC DELIVERY 63,193 63,193
    BANK OF NOVA SCOTIA 51,935 51,935
    NAVIENT SOLUTIONS INC 99,505 99,505
    CSX TRANSPTN INC 70,099 70,099
    EQUINOR ASA 75,283 75,283
    DUPONT DE NEMOURS INC 55,158 55,158
    NATL RURAL UTIL COOP 53,926 53,926
    PRIVATE EXPT FDG 104,664 104,664
    UTD PARCEL SVC 67,774 67,774
    FNMA 0.75% 06/30/25 50,014 50,014
    NORTHN STATES PWR-MINN 51,001 51,001
    SBA SMALL BUSINESS INVT COS 2015-10B 104,975 104,975
    FFCB 1.98% 01/27/26 71,013 71,013
    FMC CORP 38,970 38,970
    NORFOLK SOUTHERN CORP 53,107 53,107
    NY CITY NY INDL DEV AGY CIVIC FAC 105,488 105,488
    SONOCO PRODUCTS CO 56,648 56,648
    BANKUNITED INC 56,115 56,115
    NATL GRID USA 55,186 55,186
    SBA SMALL BUSINESS INVT COS 2013-10B 887 887

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 514,603 514,603
    AGILENT TECHNOLOGIES INC 545,054 545,054
    ALPHABET INC-CL C 350,376 350,376
    ALPHABET INC-CL A 359,291 359,291
    ALTRA INDUSTRIAL MOTION CORP 332,580 332,580
    AMERICAN WATER WORKS CO INC 368,328 368,328
    AMERIPRISE FINANCIAL INC 388,660 388,660
    AMETEK INC 483,760 483,760
    ATMOS ENERGY CORP 334,005 334,005
    BANCORPSOUTH BANK 332,024 332,024
    BLACKROCK INC 252,539 252,539
    BORGWARNER INC 347,760 347,760
    BROADCOM INC 284,603 284,603
    BRUNSWICK CORP 293,524 293,524
    CARTER'S INC 211,658 211,658
    CHEVRON CORP 202,680 202,680
    CISCO SYSTEMS INC 358,000 358,000
    CITIGROUP INC 246,640 246,640
    CVS HEALTH CORP 290,275 290,275
    EMCOR GROUP INC 251,515 251,515
    EOG RESOURCES INC 127,169 127,169
    FIDELITY NATIONAL FINANCIAL 312,720 312,720
    FIDELITY NATIONAL INFO SERV 424,380 424,380
    FMC CORP 172,395 172,395
    H.B. FULLER CO. 311,280 311,280
    HOME DEPOT INC 491,397 491,397
    LABORATORY CRP OF AMER HLDGS 407,100 407,100
    LITTELFUSE INC 381,990 381,990
    L3HARRIS TECHNOLOGIES INC 378,040 378,040
    MARCH & MCLENNAN COS 409,500 409,500
    MARTIN MARIETTA MATERIALS 241,375 241,375
    MICROSOFT CORP 422,598 422,598
    MKS INSTRUMENTS INC 451,350 451,350
    MONDELEZ INTERNATIONAL INC-A 306,968 306,968
    PFIZER INC 239,265 239,265
    PNC FINANCIAL SERVICES GROUP 447,000 447,000
    RAYTHEON TECHNOLOGIES CORP 60,354 60,354
    STRYKER CORP 490,080 490,080
    TARGET CORP 304,514 304,514
    TEXAS INSTRUMENTS INC 279,021 279,021
    TRANSUNION 317,504 317,504
    VERIZON COMMUNICATIONS INC 358,375 358,375
    VIATRIS INC 15,104 15,104
    WILLIAMS COS INC 220,550 220,550
    WOLVERINE WORLD WIDE INC 206,250 206,250
    STERIS PLC 492,804 492,804
    MID-AMERICA APARTMENT COMM 443,415 443,415
    PEBBLEBROOK HOTEL TRUST 150,400 150,400

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    US Government Securities - End of Year Book Value:

    1,168,337
    US Government Securities - End of Year Fair Market Value:

    1,168,337
    State & Local Government Securities - End of Year Book Value:


    450,000
    State & Local Government Securities - End of Year Fair Market Value:


    450,000


    TY 2020 InvestmentsOtherSchedule2
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SILVERCREST INTERNATIONAL FUND FMV 2,246,958 2,246,958
    SILVERCREST SPECIAL SITUATIONS FMV 2,195,681 2,195,681
    GLOBAL OPPORTUNITIES FUND FMV 39,673 39,673

    TY 2020 LegalFeesSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES 14,155 0   14,155


    TY 2020 OtherAssetsSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERRED COMPENSATION INVESTED 207,175 130,143 130,143
    THE MILBANK FOUNDATION 107,557 107,842 107,842


    TY 2020 OtherExpensesSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CUSTODY FEES 13,344 13,344   0
    POSTAGE 370 56   314
    OFFICE SUPPLIES 1,445 218   1,227
    COMPUTER 8,425 1,264   7,161
    GENERAL AND OTHER 4,101 78   4,023
    REIMBURSEMENT -99,098 -9,910   -88,932


    TY 2020 OtherIncreasesSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Description Amount
    CHANGE IN UNREALIZED APPRECIATION NET OF TAXES 1,278,896


    TY 2020 OtherLiabilitiesSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Description Beginning of Year - Book Value End of Year - Book Value
    TAXES PAYABLE 86,984 105,401
    RESERVE FOR DEFERRED COMPENSATION 207,175 130,143
    DEFERRED TAXES 24,000 27,100
    BROKER PAYABLE 265,025 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SILVERCREST - INV. ADVISORY FEES 150,120 150,120   0
    SILVERCREST INTERNATIONAL FUND - INV 48,489 48,489   0
    SILVERCREST SPECIAL SITUATIONS FUND - INV 67,287 67,287   0


    TY 2020 TaxesSchedule
    Name:
    J M FOUNDATION
    EIN:
    13-6068340
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE 1,200 0   0
    UBIT 1,900 0   0