Jonathan Memorial Foundation
Jonathan Memorial Foundation is a private foundation, based in North Tustin, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $446K in total assets. In 2025, it awarded 2 grants totaling $9K. Net investment income was $33K.
Jonathan Memorial Foundation at a glance
In short: Jonathan Memorial Foundation gave $9K across 2 grants in 2025 (avg $5K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,000
- -13.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $4,500
- -13.5% vs 2024
- Median grant
- $4,500
- Total assets
- $446,408
- +8.7% vs 2024
- Primary geography
- California (56% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Jonathan Memorial Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Taiwan Businessman Full Mission ($5K). Together the top 2 received $9K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Jonathan Memorial Foundation gives
- In 2025 it paid out 42% 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 2025, annual grant giving ranged from $2K (2021) to $10K (2024). In 2025 it made 2 grants totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Taiwan Businessman Full Mission Taipei, CA | Mission | $5,000 |
| Assembly of God Springfield, MO | intern mission | $4,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $446,408 | $32,712 | $9,675 | $9,000 | 2 | $9,000 | $32,712 | $21,531 |
| 2024 | $410,802 | $31,501 | $10,988 | $10,400 | 2 | $10,400 | $31,501 | $19,794 |
| 2023 | $376,151 | $20,700 | $4,427 | $4,000 | 1 | $4,000 | $20,700 | $18,257 |
| 2022 | $360,337 | $14,702 | $257 | — | — | — | $14,702 | $17,543 |
| 2021 | $393,398 | $18,675 | $2,164 | $2,000 | 1 | $2,000 | $18,511 | $19,118 |
| 2020 | $336,389 | $11,796 | $7,227 | $7,000 | 2 | — | $11,796 | $16,403 |
Under IRS private-foundation payout rules, Jonathan Memorial Foundation reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jonathan Memorial Foundation is led by Joseph T Lo, CEO since 2021 (on filings since 2020) — the only officer listed, and uncompensated.
Officers on the 2025 filing
Joseph T Lo
CEO
CEO & CFO → CEO, 2021
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jonathan Memorial Foundation
How much does Jonathan Memorial Foundation give each year?
Jonathan Memorial Foundation gave $9K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 2 grants.
How large is Jonathan Memorial Foundation?
Jonathan Memorial Foundation reported $446K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $22K (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.
Where does Jonathan Memorial Foundation operate?
Jonathan Memorial Foundation has awarded grants in California, Missouri.
What is Jonathan Memorial Foundation's EIN?
Jonathan Memorial Foundation's EIN (Employer Identification Number) is 33-0672218. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 24, 2021)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 27, 2024)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 14, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 16, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 11, 2026)
- IRS filings on file for fiscal years 2020–2025
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