The Joanna Foundation
The Joanna Foundation is a private foundation established in 1945 and located in Sullivans Island, South Carolina. It operates as a 501(c)(3) charitable organization dedicated to strengthening community capacity and enhancing individual involvement in achieving a better quality of life within its service areas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
+0.1% YoY
Annual Giving
$163K
+19.6% YoY
Grant Count
41
-12.8% YoY
Avg Grant Size
$4K
+37.1% YoY
Under IRS private-foundation payout rules, The Joanna Foundation reported a distributable amount of $244K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's purpose is to support organizations and programs that strengthen community capacity and enhance individual involvement in achieving a better quality of life in eligible geographic areas.
Primary areas of interest include:
- Higher education
- Youth
- Environment
- Community development
- Arts
- Health
- Public benefit
Grantmaking
1. Letter of Intent (LOI) submission
How to Apply
** The Joanna Foundation operates a two-part application process:
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Geographic Focus
Where this funder awards grants
The Joanna Foundation funds organizations in:
- Berkeley County, South Carolina
- Charleston County, South Carolina
- Dorchester County, South Carolina
- The community of Joanna, South Carolina
- The community of Newberry, South Carolina
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
- Total Assets: $3,520,352
- Total Revenues: $364,956
- Total Expenses: $256,862
- Total Liabilities: $4,690
Revenue Breakdown (2023):
- Grants and contributions: $176,051
- Investment income and dividends: $73,351
Staffing: The foundation operates with no employees.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,525,321 | $3,520,352 | $3,408,967 |
| Revenue | $298,954 | $364,956 | $139,420 |
| Expenses | $291,493 | $256,862 | $281,610 |
| Qualifying Distributions | $236,982 | $212,416 | $236,579 |
| Net Investment Income | $247,931 | $146,301 | $95,784 |
| Distributable Amount | $243,678 | $219,375 | $227,325 |
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
225 grants across all recorded years
Open Grants
1 open opportunity from The Joanna Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include SC Environmental Law Project ($25,000), The Joanna Project ($10,000), Friends of Coastal South Carolina ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| American College of the Building Arts Charleston, SC | General Support | $4,000 |
| Amphibian and Reptile Conservancy Louisville, KY | General Support | $3,500 |
| Apparent Winds Mount Pleasant, SC | General Support | $5,000 |
| Barrier Islands Free Medical Clinic Johns Island, SC | General Support | $3,000 |
| Big Brothers Big Sisters of the Lowcountry North Charleston, SC | General Support | $3,000 |
| Bridges of Hope (formerly Bridges for End of Life) North Charleston, SC | General Support | $2,000 |
| Charleston Habitat for Humanity Charleston, SC | General Support | $2,500 |
| Charleston Hope Charleston, SC | General Support | $4,000 |
| Charleston Parks Conservancy Charleston, SC | General Support | $3,500 |
| Charleston Port & Seafarers Society Mount Pleasant, SC | General Support | $2,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
Margaret P. Schachte — Executive Vice President
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Yonge Regnery Jones | President | 1 | — |
| Christopher C Schachte | Treasurer | 1 | — |
| Mildred D Kitchell | Secretary | 1 | — |
| Eugenie J Parker | Trustee | 1 | — |
| William D Mennonna | Trustee | 1 | — |
| Margaret P Schachte | Exec. Vice President | 8 | $52,181 |
Contact Information
Mailing Address: The Joanna Foundation P.O. Box 308 Sullivan's Island, SC 29482-0308
Phone: 843-792-0868
Website: www.joannafoundation.org
EIN: 57-0314444
Frequently Asked Questions
What does The Joanna Foundation fund?
The foundation's purpose is to support organizations and programs that strengthen community capacity and enhance individual involvement in achieving a better quality of life in eligible geographic areas. Primary areas of interest include: • Higher education • Youth • Environment • Community development • Arts • Health • Public benefit
How do I apply for a grant from The Joanna Foundation?
**Grant Amounts:** Typical grants range from $1,000 to $10,000, with most recent grants in the $3,000 to $5,000 range. **Application Process:** The Joanna Foundation operates a two-part application process: 1. Letter of Intent (LOI) submission 2. Invitation to submit full proposal (limited number of applicants invited to this stage) Organizations may apply once per calendar year. **Recent Grant Activity (2023):** • Total grants made: $56,250 across 24 grants • Sample recent grantees include App…
Where does The Joanna Foundation make grants?
The Joanna Foundation funds organizations in: • Berkeley County, South Carolina • Charleston County, South Carolina • Dorchester County, South Carolina • The community of Joanna, South Carolina • The community of Newberry, South Carolina
What size grants does The Joanna Foundation award?
In 2024, The Joanna Foundation awarded 41 grants totaling $163K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The Joanna Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joanna Foundation reported a distributable amount of $244K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Joanna Foundation's EIN?
The Joanna Foundation's EIN (Employer Identification Number) is 57-0314444. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Joanna Foundation's focus areas in our free grants database
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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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