Jamestown Area Foundation Inc
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 grant totaling $348K. Net investment income was $446K.
Jamestown Area Foundation Inc at a glance
In short: Jamestown Area Foundation Inc gave $348K across 1 grant in 2024 (avg $348K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $348,129
- -0.1% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $348,129
- -0.1% vs 2023
- Median grant
- $348,129
- Total assets
- $13,043,225
- -0.7% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Jamestown Area Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Scholarships See Page 1 ($348K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Jamestown Area Foundation Inc gives
- Giving grew 38% from 2021 to 2024. Method
- In 2024 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $206K (2020) to $348K (2023). In 2024 it made 1 grant totaling $348K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Scholarships See Page 1 Xenia, OH | Scholarships | $348,129 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $13,043,225 | $624,909 | $712,417 | $348,129 | 1 | $563,519 | $446,011 | $664,601 |
| 2023 | $13,130,733 | $3,812,622 | $615,417 | $348,381 | 1 | $512,947 | $227,004 | $417,384 |
| 2022 | $8,794,622 | $342,217 | $484,404 | $229,897 | 1 | $390,798 | $148,610 | $451,822 |
| 2021 | $10,121,771 | $255,430 | $505,394 | $251,607 | 1 | $411,741 | $161,776 | $481,511 |
| 2020 | $8,653,008 | $464,575 | $454,051 | $206,009 | 1 | — | $375,459 | $420,661 |
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.
Leadership & Key People
Officers and directors from IRS filings
Jamestown Area Foundation Inc's 2024 filing lists 4 officers; all 4 officers listed in 2024 are compensated.
Officers on the 2024 filing
Lori Howard
Trustee
On filings since 2020
4 hrs/week
$16K (2020) → $27K (2024)
Pamela Pendry
Trustee
On filings since 2020
4 hrs/week
$16K (2020) → $28K (2024)
Robert Brill
Trustee
On filings since 2020
4 hrs/week
$14K (2020) → $26K (2024)
David L. Pendry
Caotrustee
On filings since 2020
30 hrs/week
$38K (2020) → $67K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $67K, to David L Pendry (Caotrustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Jamestown Area Foundation Inc
How much does Jamestown Area Foundation Inc give each year?
Jamestown Area Foundation Inc gave $348K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $348K across 1 grant.
How large is Jamestown Area Foundation Inc?
Jamestown Area Foundation Inc reported $13.0M in total assets on its 2024 IRS Form 990-PF. It paid out $564K in qualifying distributions that year, against a required minimum of $665K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Where does Jamestown Area Foundation Inc operate?
Jamestown Area Foundation Inc has awarded grants in Ohio.
What is Jamestown Area Foundation Inc's EIN?
Jamestown Area Foundation Inc's EIN (Employer Identification Number) is 31-1148328. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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