J & M Foundation

Merrifield, VA
Tax-exempt since Feb. 2002
EIN: 54-2061877

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$45.9k (2024)

Expenses

$55.7k (2024)

Total Assets

$1.09M (2024)

Total Liabilities

$25.6k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$45,889

Expenses

$55,725

Net Income

-$9,836

Net Assets

$1,060,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,979	82.8%
Sales of Assets	$7,910	17.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,354	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,085,889
Total Liabilities	$25,595
Net Assets	$1,060,294

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman)	$0	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Vice President)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on June 4, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$29,735

Expenses

$43,151

Net Income

-$13,416

Net Assets

$1,045,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,609	76.0%
Sales of Assets	$7,126	24.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,152	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,071,542
Total Liabilities	$25,904
Net Assets	$1,045,638

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman)	$0	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Vice President)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on June 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$118,558

Expenses

$46,273

Net Income

$72,285

Net Assets

$1,000,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,711	11.6%
Sales of Assets	$104,847	88.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,373	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,030,653
Total Liabilities	$30,433
Net Assets	$1,000,220

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman)	$0	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Vice President)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on June 21, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$62,466

Expenses

$43,739

Net Income

$18,727

Net Assets

$1,142,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,287	40.5%
Sales of Assets	$37,179	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,759	84.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,167,920
Total Liabilities	$25,112
Net Assets	$1,142,808

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman)	$0	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Vice President)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on July 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$59,348

Expenses

$64,125

Net Income

-$4,777

Net Assets

$1,022,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,409	34.4%
Sales of Assets	$38,939	65.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,426	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,049,767
Total Liabilities	$27,601
Net Assets	$1,022,166

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman)	$0	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Vice President)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on June 23, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$13,982

Expenses

$80,545

Net Income

-$66,563

Net Assets

$972,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,556	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,538	91.3%
Compensation of Officers*	$10,568	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,002,493
Total Liabilities	$30,256
Net Assets	$972,237

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman)	$5,284	$0
Deborah F Winston (Vice President)	$5,284	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on July 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$77,235

Expenses

$69,502

Net Income

$7,733

Net Assets

$946,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,753	46.3%
Sales of Assets	$41,482	53.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,786	88.9%
Compensation of Officers*	$11,529	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$972,045
Total Liabilities	$25,294
Net Assets	$946,751

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman)	$5,764	$0
Deborah F Winston (Vice President)	$5,764	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on June 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$41,882

Expenses

$58,733

Net Income

-$16,851

Net Assets

$1,032,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,963	88.3%
Sales of Assets	$4,919	11.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,426	87.6%
Compensation of Officers*	$10,829	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,053,106
Total Liabilities	$20,485
Net Assets	$1,032,621

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman)	$6,132	$0
Deborah F Winston (Vice President)	$4,697	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on June 19, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$68,208

Expenses

$62,354

Net Income

$5,854

Net Assets

$993,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,207	44.3%
Sales of Assets	$38,001	55.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,871	86.4%
Compensation of Officers*	$12,365	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,009,119
Total Liabilities	$15,567
Net Assets	$993,552

Compensation

Key Employees and Officers	Compensation	Other
Deborah F Winston (Vice President)	$6,594	$0
David A Winston (Chairman)	$5,772	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on June 26, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$83,989

Expenses

$68,960

Net Income

$15,029

Net Assets

$1,050,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,171	41.9%
Sales of Assets	$48,818	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,398	90.5%
Compensation of Officers*	$10,105	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,066,570
Total Liabilities	$16,046
Net Assets	$1,050,524

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman Of The Board)	$5,425	$0
Deborah F Winston (Vice President)	$4,680	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on July 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$38,259

Expenses

$92,463

Net Income

-$54,204

Net Assets

$1,116,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,306	87.1%
Sales of Assets	$4,736	12.4%
Other Income	$217	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,210	90.0%
Compensation of Officers*	$21,159	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,136,910
Total Liabilities	$20,160
Net Assets	$1,116,750

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman Of The Board)	$10,864	$0
Deborah F Winston (Vice President)	$10,295	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on Aug. 3, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$79,625

Expenses

$46,347

Net Income

$33,278

Net Assets

$1,093,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,372	43.2%
Sales of Assets	$45,253	56.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,189	86.7%
Compensation of Officers*	$1,186	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,114,222
Total Liabilities	$20,906
Net Assets	$1,093,316

Compensation

Key Employees and Officers	Compensation	Other
David A Winston (Chairman Of The Board)	$871	$0
Deborah F Winston (Vice President)	$315	$0
David A Winston (President)	$0	$0
David A Winston (Treasurer)	$0	$0
Deborah F Winston (Director)	$0	$0
Deborah F Winston (Secretary)	$0	$0

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990-PF

Filed on Aug. 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$46,344

Expenses

$50,869

Net Income

-$4,525

Net Assets

$1,094,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,254	93.3%
Sales of Assets	$3,090	6.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,697	82.0%
Compensation of Officers*	$10,036	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,105,236
Total Liabilities	$11,115
Net Assets	$1,094,121

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$17,924

Expenses

$40,926

Net Income

-$23,002

Net Assets

$995,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,396	> 100%
Sales of Assets	$0
Other Income	$4,319	24.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,779	85.0%
Compensation of Officers*	$9,378	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$996,082
Total Liabilities	$92
Net Assets	$995,990

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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J & M Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $45.9k (2024)

Expenses $55.7k (2024)

Total Assets $1.09M (2024)

Total Liabilities $25.6k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$45.9k (2024)

Expenses

$55.7k (2024)

Total Assets

$1.09M (2024)

Total Liabilities

$25.6k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001