The Jahna Foundation Inc
The Jahna Foundation Inc is a corporate foundation established in 2006 and based in Lake Wales, Florida. It is the philanthropic arm of E.R. Jahna Industries, Inc., a family-owned sand and aggregate company with roots dating back to 1925. The foundation operates as an independent 501(c)(3) organization with no employees and focuses on supporting charitable causes, educational institutions, scholarships, and community organizations.
Key facts about The Jahna Foundation Inc
- EIN
- 11-3772804
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $280,100
- Grants made (2024)
- 22
- Average grant
- $12,732
- Median grant
- $6,750
- New grantees (estimate)
- 33% first-time grantees (6 of 18, 2024)
- Total assets
- $4,259,518
- Primary geography
- Florida (99% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Jahna Foundation Inc funds
By grant dollars, the top recipient states for The Jahna Foundation Inc's 22 itemized 2024 grants were Florida (99%). The most frequent recipient cities were Lake Wales, FL (16 grants) and Bartow, FL (2 grants). None of its 22 grants with a stated purpose were described as general or operating support. Recurring purposes include "Donation" (14 grants), "Scholarship" (4 grants) and "Charity" (3 grants).
Is The Jahna Foundation Inc open to new grantees?
33%
first-time grantees, 2024
In 2024, 6 of 18 grantees (33%) were first-time recipients. First grants averaged $24K; repeat grants $6K. How we count
Medians: $5K first-time, $5K repeat.
- 56% of 2024 grantees were also funded in 2023. Method
- Giving grew 42% from 2021 to 2024. Method
- In 2024 it paid out 133% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Jahna Foundation Inc
- How to evaluate The Jahna Foundation Inc as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to The Jahna Foundation Inc with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.3M
-2.8% YoY
Annual Giving
$280K
-3.5% YoY
Grant Count
22
-21.4% YoY
Avg Grant Size
$13K
+22.8% YoY
Under IRS private-foundation payout rules, The Jahna Foundation Inc reported a distributable amount of $210K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily funds donations to charities, scholarships, and canine unit donations. Its grantmaking reflects a commitment to supporting education, community services, and local institutions in the Lake Wales area and surrounding regions.
Grantmaking
The foundation made 32 grants in 2024. Recent grants include:
Grant Range
s range from $3,000 to $100,000 based on available records. The foundation appears to support a mix of educational institutions, healthcare facilities, and community organizations.
Ready to take the next step with The Jahna Foundation Inc?
Geographic Focus
Where this funder awards grants
The foundation concentrates its grantmaking in Lake Wales, Florida and the surrounding Polk County region, with a particular emphasis on local institutions and community needs.
Grant Distribution by State
Share of all 22 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024:
- Total Assets: $4,259,518
- Total Revenues: $171,332
- Total Expenses: $294,580
- Investment Income and Dividends: $135,724
- Total Grants, Contributions, etc.: $15,000
As of December 31, 2023:
- Total Grants, Contributions, etc.: $570,000
The foundation's asset base has remained relatively stable, though grant contributions decreased significantly from 2023 to 2024.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,259,518 | $4,382,766 | $4,070,258 |
| Revenue | $171,332 | $618,445 | $563,085 |
| Expenses | $294,580 | $305,937 | $237,425 |
| Qualifying Distributions | $280,100 | $290,300 | $219,650 |
| Net Investment Income | $135,724 | $112,931 | $79,553 |
| Distributable Amount | $210,445 | $207,189 | $186,527 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
137 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Victory Ridge Academy ($100,000), Polk Education Foundation ($30,000), Isabelle Fernandez ($24,900).
| Recipient | Purpose | Amount |
|---|---|---|
| VICTORY RIDGE ACADEMY Lake Wales, FL | DONATION | $100,000 |
| POLK EDUCATION FOUNDATION Bartow, FL | DONATION | $30,000 |
| ISABELLE FERNANDEZ Lake Wales, FL | SCHOLARSHIP | $24,900 |
| LUCERO FERNANDEZ Lake Wales, FL | SCHOLARSHIP | $24,900 |
| WARNER UNIVERSITY Lake Wales, FL | DONATION | $12,500 |
| NYLA JADE SAUMIER Lake Wales, FL | SCHOLARSHIP | $11,250 |
| ADVENT HEALTH FOUNDATION Lake Wales, FL | DONATION | $10,000 |
| LAKE WALES CARE CENTER INC Lake Wales, FL | DONATION | $10,000 |
| LAKE WALES HIGH SCHOOL Lake Wales, FL | CHARITY | $10,000 |
| ROOSEVELT ACADEMY Lake Wales, FL | CHARITY | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Key officers and directors include:
- C.B. Myers III (Treasurer/Director)
- R. Carl McCollum (Director)
- James A. Jahna (Director)
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CB Myers III | Director | — | — |
| R Carl McCollum | Director | — | — |
| James a Jahna | Director | — | — |
| Marcus Jahna | Director | — | — |
| Caroline Jahna | Director | — | — |
| Rebekah J Johnson | Director | — | — |
| James a Jahna Jr | Director | — | — |
| Analisa J Novosel | Director | — | — |
| Chase Johnson | Director | — | — |
| Bretta Jahna | Director | — | — |
Contact Information
Mailing Address: PO Box 840 Lake Wales, FL 33859-0840
Principal Address: 202 E Stuart Avenue Lake Wales, FL 33853
Telephone: 863-676-9431
EIN: 11-3772804
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Jahna Foundation Inc fund?
The foundation primarily funds donations to charities, scholarships, and canine unit donations. Its grantmaking reflects a commitment to supporting education, community services, and local institutions in the Lake Wales area and surrounding regions.
How do I apply for a grant from The Jahna Foundation Inc?
The foundation made 32 grants in 2024. Recent grants include: • Victory Ridge Academy (OCA): $100,000 (2024) • Polk Education Foundation and Business Partnership: $30,000 (2024) • Lake Wales Care Center: $10,000 (2024) • Lake Wales Library Association: $3,000 (2023) Grant sizes range from $3,000 to $100,000 based on available records. The foundation appears to support a mix of educational institutions, healthcare facilities, and community organizations.
Where does The Jahna Foundation Inc make grants?
The foundation concentrates its grantmaking in Lake Wales, Florida and the surrounding Polk County region, with a particular emphasis on local institutions and community needs.
What size grants does The Jahna Foundation Inc award?
In 2024, The Jahna Foundation Inc awarded 22 grants totaling $280K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Jahna Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jahna Foundation Inc reported a distributable amount of $210K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Jahna Foundation Inc's EIN?
The Jahna Foundation Inc's EIN (Employer Identification Number) is 11-3772804. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Jahna Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Givewell Community Foundation Inc
Lakeland, FL
Assets
$669.9M
Grants
295
Total Given
$63.7M
Duke Energy Foundation
Charlotte, NC
Assets
$1.9M
Grants
41
Total Given
$25.6M
Mountain Lake Community Service
Lake Wales, FL
Assets
$514K
Grants
15
Total Given
$313K
Epic Affect Inc
Mulberry, FL
Assets
—
Grants
15
Total Given
$377K
United Way of Central Florida Inc
Highland City, FL
Assets
$40.6M
Grants
65
Total Given
$8.1M
John & Martha Carter Foundation
Lake Wales, FL
Assets
$438K
Grants
11
Total Given
$50K
Archie S Wingfield Jr
Vero Beach, FL
Assets
$4.0M
Grants
111
Total Given
$191K
Camp Rotary Foundation Inc
Lakeland, FL
Assets
—
Grants
1
Total Given
$6K
Publix Super Markets Charities Inc
Lakeland, FL
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for
Jacksonville, FL
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
The Miami Foundation Inc
Miami, FL
Assets
$525.0M
Grants
879
Total Given
$57.2M
Community Foundation of Tampa Bay Inc
Tampa, FL
Assets
$1.0B
Grants
698
Total Given
$54.3M
More Funders in Florida
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.