Jamestown Area Foundation Inc

XENIA, OH EIN: 31-1148328

Jamestown Area Foundation Inc is a private foundation focused on Education, based in XENIA, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.0M in total assets. In 2024, it awarded 1 grants totaling $348K. Net investment income was $446K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13.0M

-0.7% YoY

Annual Giving

$348K

-0.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$348K

-0.1% YoY

Under IRS private-foundation payout rules, Jamestown Area Foundation Inc reported a distributable amount of $665K for 2024 — the minimum it must pay out in qualifying distributions.

About Jamestown Area Foundation Inc

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $1.4M (100%)

States

Ohio

Cities

Xenia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$13,043,225	$13,130,733	$8,794,622
Revenue	$624,909	$3,812,622	$342,217
Expenses	$712,417	$615,417	$484,404
Qualifying Distributions	$563,519	$512,947	$390,798
Net Investment Income	$446,011	$227,004	$148,610
Distributable Amount	$664,601	$417,384	$451,822

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Scholarships See Page 1 ($348,129).

Recipient	Purpose	Amount
SCHOLARSHIPS SEE PAGE 1 XENIA, OH	SCHOLARSHIPS	$348,129

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAVID L PENDRY	CAOTRUSTEE	30	$67,000
PAMELA PENDRY	TRUSTEE	4	$28,000
LORI HOWARD	TRUSTEE	4	$27,000
ROBERT BRILL	TRUSTEE	4	$26,000

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Jamestown Area Foundation Inc?

Jamestown Area Foundation Inc is a private foundation focused on Education, based in XENIA, OH. It holds $13.0M in total assets as of 2024.

How large is Jamestown Area Foundation Inc?

As of 2024, Jamestown Area Foundation Inc holds $13.0M in total assets with $625K in annual revenue. It awarded 1 grants totaling $348K in 2024.

Where does Jamestown Area Foundation Inc operate?

Jamestown Area Foundation Inc has awarded grants in Ohio.

What size grants does Jamestown Area Foundation Inc award?

In 2024, Jamestown Area Foundation Inc awarded 1 grants totaling $348K — an average of about $348K per grant, based on its IRS Form 990 filings.

How much is Jamestown Area Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jamestown Area Foundation Inc reported a distributable amount of $665K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.