Jerry and Evon Jordan Foundation
The Jerry and Evon Jordan Foundation is a private foundation based in Oakboro, North Carolina (with some records listing Albemarle, NC). Established in 2009, the foundation operates as a 501(c)(3) organization with a tax-exempt status dating to April 2009. The foundation functions as a grantmaking entity supporting various charitable causes across multiple states.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16K
-30.0% YoY
Annual Giving
$202K
+43.6% YoY
Grant Count
12
-33.3% YoY
Avg Grant Size
$17K
+115.3% YoY
Under IRS private-foundation payout rules, Jerry and Evon Jordan Foundation reported a distributable amount of $769 for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not specify particular subject areas of focus but demonstrates broad philanthropic interests. Based on recent grantmaking activity, the foundation supports:
- Education
- Human services
- Philanthropy and voluntarism
- Healthcare and nursing home services
- Reproductive health
- Community development and local initiatives
Grantmaking
The foundation made 14-18 grants in 2024, with total giving of $201,700. Notable recent grants include:
Grant Range
approximately $34 (based on recent data)
Average Grant
approximately $34 (based on recent data)
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple states, with documented funding in:
- North Carolina (primary focus)
- Kansas
- New York
- Tennessee
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Data (FY 2024)
- Total Assets: $15,621
- Total Revenues: $195,000
- Total Expenses: $201,700
- Number of Employees: 0
Prior Year Comparison (FY 2023)
- Total Revenues: $100,000
- Total Assets: $22,321
- Total Expenses: $140,650
Revenue Sources
- Grants and contributions: $195,000 (2024)
- Investment income: $0
- Other revenue sources: $0
The foundation's expense ratio exceeds 100%, indicating it distributes more in grants than it receives in annual revenue, drawing on accumulated assets.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,621 | $22,321 | $62,971 |
| Revenue | $195,000 | $100,000 | $525,000 |
| Expenses | $201,700 | $140,650 | $491,210 |
| Qualifying Distributions | $201,700 | $140,500 | $491,210 |
| Net Investment Income | — | — | — |
| Distributable Amount | $769 | $1,099 | $3,101 |
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 2024
Grant Size Distribution
85 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include East Tennessee State University ($80,000), Foundation for the Carolinas ($50,000), Stanly Adult Care Center Inc ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CENTRAL UNITED METHODIST CHURCH ALBEMARLE, NC | DONATION | $2,000 |
| EAST TENNESSEE STATE UNIVERSITY JOHNSON CITY, TN | DONATION | $80,000 |
| FOUNDATION FOR THE CAROLINAS CHARLOTTE, NC | DONATION | $50,000 |
| JAMI'S HALO LOCUST, NC | DONATION | $2,000 |
| MCGILL BAPTIST CHURCH CONCORD, NC | DONATION | $10,000 |
| PFEIFFER UNIVERSITY MISENHEIMER, NC | DONATION | $3,000 |
| STANLY ADULT CARE CENTER INC ALBEMARLE, NC | DONATION | $35,000 |
| STANLY COUNTY ANIMAL RESCUE SERVICE ALBEMARLE, NC | DONATION | $5,200 |
| STANLY COUNTY PARTNERSHIP FOR CHILDREN ALBEMARLE, NC | DONATION | $1,000 |
| STANLY HEALTH FOUNDATION ALBEMARLE, NC | DONATION | $2,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Jerry A. Jordan – President (does not receive compensation)
- Trudie Evon Smith Jordan – Secretary (does not receive compensation)
Both leaders are residents of Stanly County and are described as caring deeply about education and the local community.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERRY A JORDAN | PRESIDENT | — | — |
| TRUDIE EVON SMITH JORDAN | SECRETARY | — | — |
Recent News & Activity
Recent developments and announcements
The Jordans have been recognized for significant philanthropic contributions to educational institutions. Pfeiffer University dedicated Jerry and Evon Jordan Hall (the Administration Building on its Misenheimer campus) in recognition of their generosity. The university also established the Jerry and Evon Jordan School of Occupational Therapy Studies in Albemarle, North Carolina, following their 2019 support of Pfeiffer's Center for Health Sciences.
Advocating Accuracy - University of Mississippi FoundationSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Jerry and Evon Jordan Foundation fund?
The foundation does not specify particular subject areas of focus but demonstrates broad philanthropic interests. Based on recent grantmaking activity, the foundation supports: • Education • Human services • Philanthropy and voluntarism • Healthcare and nursing home services • Reproductive health • Community development and local initiatives
How do I apply for a grant from Jerry and Evon Jordan Foundation?
**Recent Grant Activity (2024)** The foundation made 14-18 grants in 2024, with total giving of $201,700. Notable recent grants include: • Foundation for the Carolinas: $50,000 • Stanly Adult Care Center: $35,000 • Wills Place: $10,000 **Grant Characteristics** • Typical award range: $90–$250,000 • Average grant size: approximately $34 (based on recent data) • Grant type: Primarily donations to public charities • No live grant opportunities currently listed **Application Process** No specific a…
Where does Jerry and Evon Jordan Foundation make grants?
The foundation supports organizations across multiple states, with documented funding in: • North Carolina (primary focus) • Kansas • New York • Tennessee
What size grants does Jerry and Evon Jordan Foundation award?
In 2024, Jerry and Evon Jordan Foundation awarded 12 grants totaling $202K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Jerry and Evon Jordan Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jerry and Evon Jordan Foundation reported a distributable amount of $769 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jerry and Evon Jordan Foundation's EIN?
Jerry and Evon Jordan Foundation's EIN (Employer Identification Number) is 26-3135531. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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