The James J and Joan a Gardner

CINCINNATI, OH EIN: 31-1397164

The James J and Joan A Gardner Family Foundation is a private foundation established in 1994 and based in Cincinnati, Ohio. The foundation operates as a major philanthropic organization with a focus on supporting nonprofit organizations across the United States through strategic grantmaking.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$84.2M

+13.9% YoY

Annual Giving

$8.7M

+16.0% YoY

Grant Count

101

+42.3% YoY

Avg Grant Size

$86K

-18.5% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission centers on "the care of the poor in the most abandoned places," driven by the faith of founders Jim and Joan Gardner. Primary funding priorities include:

  • Education (including higher education and Christian education)
  • Healthcare
  • Catholic organizations and churches
  • Social services and human services
  • Philanthropy, voluntarism, and grantmaking

Grantmaking

The foundation maintains an active grant-making program with the following characteristics:

Grant Range

s:** $5,000 to $3,051,000+

Grant Types

**

How to Apply

** Online portal application system available at www.gardnerfamilyfoundation.com (account required)

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Geographic Focus

Where this funder awards grants

The foundation supports organizations across multiple states and cities, with particular emphasis on:

  • Ohio (primarily Cincinnati)
  • Florida (including Key Largo)
  • South Carolina
  • Colorado
  • Additional support in New York, Boston, Washington D.C., and other U.S. communities

Grant Distribution by State

20states
+12 more states

Cities

AlexandriaBala CynwydBethlehemBlue AshBooneBostonBoulderBrooklynCharlestonCincinnatiCincinnnatiClarkstonDaytonDenverEustisEvergreenFort MyersFraserGranbyGreenacres

Financial History

Multi-year comparison from IRS filings

Assets: $73.9 to $84.2 million (varying by reporting period)

Annual Revenue: $15.3 million (2023)

Annual Expenses: $8.3 to $8.7 million

Total Giving: Over $109 million distributed to nearly 300 nonprofit organizations over three decades

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6M$11M$17M$22M20202021202220232024
Metric202420232022
Total Assets$84,194,618$73,947,037$66,915,139
Revenue$20,005,045$15,291,576$7,370,172
Expenses$9,818,305$8,259,617$8,530,246
Qualifying Distributions$9,161,427$7,786,605$8,012,394
Net Investment Income$19,119,291$13,742,414$6,486,752
Distributable Amount$11,136,369$8,592,670$8,081,930

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$7M$9M50 grants202069 grants202181 grants202271 grants2023101 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

GREAT PARKS FOREVER$500KXAVIER JESUIT ACADEMY$250KLUKE 5 ADVENTURES$145KTRI-STATE TRAILS$125KST XAVIER HIGH SCHOOL$100KSISTERS OF NOTRE DAME DE…$100KSANTA MARIA COMMUNITY SE…$100KCATHOLIC LEADERSHIP INST…$100KCAPTAINS FOR CLEAN WATER…$100KLIVING ARRANGEMENTS FOR …$70K

Grant Size Distribution

250 grants across all recorded years

160<$50K48$50–100K24$100–250K9$250–500K6$500K–1M3$1–5M$5M+

Open Grants

1 open opportunity from The James J and Joan a Gardner

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Executive Director: Bettina H. Ross (full-time)
  • Chairman: Keri S. Mueller
  • Treasurer: Linda G. Mueller (through February 2024)
  • Trustees: Spencer J. Gardner, Lorraine G. Sommer

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LINDA G MUELLERTREASURER UNTIL 02.13.24 AND TRUSTEE1
LORRAINE G SOMMERTRUSTEE1
SPENCER J GARDNERTRUSTEE1
MARGARET M JOHNSSECRETARY AND TRUSTEE1
ERIC G MUELLERTRUSTEE1
JONATHAN J MUELLERTRUSTEE1
LAURA K MUELLERTRUSTEE1
KYLE J JOHNSTRUSTEE & TREASURER STARTING 02.13.241
BLAIRE A HARDERTRUSTEE1
ELLIE A JOHNSVICE CHAIRMAN AND TRUSTEE1
ADAM T MUELLERTRUSTEE1
MARIA E SOMMERTRUSTEE1
MADELINE M JOHNSTRUSTEE1
BETTINA H ROSS 010124 - 062824EXECUTIVE DIRECTOR24
KERI S MUELLERCHAIRMAN AND TRUSTEE1
ALLISON D MUELLERTRUSTEE1
KYLE C HARDERTRUSTEE1
ANGELIA M GARDNERTRUSTEE1
KATIE HAAG 062824 - PRESENTEXECUTIVE DIRECTOR40

Recent News & Activity

Recent developments and announcements

The foundation has made several transformative gifts in recent years:

Gardner Family Foundation gifts $20M toward UC neuroscience research - Movers

**$20 million gift** to the UC Gardner Neuroscience Institute to support national leadership in brain health research

$20 million new gift from James J. and Joan A. Gardner to university neuroscience

**$50+ million** contributed to the UC Gardner Neuroscience Institute over time

$20 million new gift from James J. and Joan A. Gardner to university neuroscience

**$15 million** gift to Cincinnati Children's Hospital for mental health services

These major commitments demonstrate the foundation's strategic focus on healthcare innovation and research, particularly in neuroscience and pediatric mental health.

Contact Information

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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