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The Joanna Foundation

SULLIVANS ISLAND, SC EIN: 57-0314444 Website

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

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

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

6states

Cities

AwendawBeaufortCharlestonCharlotteClintonColumbiaGeorgetownGoose CreekGreenvilleJoannaJohns IslandLaurensLos AnglesLos GatosLouisvilleMcclellanvilleMiamiMoncks CornerMount PleasantMt Pleasant

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.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$150K$300K$450K$600K20202021202220232024
Metric202420232022
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

$0$51K$102K$153K$204K37 grants202053 grants202152 grants202247 grants202341 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SC Environmental Law Pro…$25KThe Joanna Project$10KFriends of Coastal South…$8KApparent Winds$5KEdisto Indian Free Medic…$5KMUSC Cares for the Unhou…$5KThe Village Museum$5KAmerican College of the …$4KCharleston Hope$4KVision to Learn$4K

Grant Size Distribution

225 grants across all recorded years

223<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from The Joanna Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Margaret P. Schachte — Executive Vice President

Compensation Overview

From 2024 IRS filing

Margaret P SchachteExec. Vice President$52K

From 2024 filing

NameTitleHoursCompensation
Yonge Regnery JonesPresident1
Christopher C SchachteTreasurer1
Mildred D KitchellSecretary1
Eugenie J ParkerTrustee1
William D MennonnaTrustee1
Margaret P SchachteExec. Vice President8$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

Related Funders

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

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