The Jonas Foundation
The Jonas Foundation is a private foundation based in Lenoir, North Carolina. Its 2025 grants supported charitable organizations, including organizations providing community assistance, health care, housing, education, and arts programs.
The Jonas Foundation at a glance
In short: The Jonas Foundation gave $436K across 15 grants in 2025 (avg $29K), mostly in North Carolina. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $435,500
- +1.3% vs 2024
- Grants made (2025)
- 15
- -11.8% vs 2024
- Average grant
- $29,033
- +14.8% vs 2024
- Median grant
- $20,000
- Total assets
- $8,553,577
- +53.3% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2025; small sample)
- Primary geography
- North Carolina (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Jonas Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Its filing says to contact AG Jonas with a typed and handwritten letter identifying the organization, the purpose for which the grant will be used, and the amount requested. It lists no restrictions on awards.
- Contact
Application contact: Ag Jonas
Mailing address: 1006 Hibriten Drive, Lenoir, NC 28645
Phone: (828) 728-3271
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Jonas Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Caldwell Memorial Hospital Foudation ($145K). Together the top 10 received $385K.
Grant Size Distribution
90 grants across all recorded years
The most common grant size was under $50K: 78 grants of 90 (87%).
Geographic Focus
Where this funder awards grants
In 2025, 97% of grant dollars went to recipients in North Carolina and 3% to recipients in Nebraska.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
Cities
Is The Jonas Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 93% of 2025 grantees were also funded in 2024. Method
- Giving fell 33% from 2022 to 2025. Method
- In 2025 it paid out 72% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $430K (2024) to $650K (2021). In 2025 it made 15 grants totaling $436K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Caldwell Memorial Hospital Foudation Lenoir, NC | Contributions | $145,000 |
| Caldwell Hospice & Pallative Care Lenoir, NC | Contributions | $50,000 |
| Caldwell County Yokefellow Lenoir, NC | Contributions | $45,000 |
| Caldwell County United Way Lenoir, NC | Campaign Contributions | $30,000 |
| Lenoir Rhyne University Hickory, NC | Program Contributions | $25,000 |
| Helping Hands Clinic Lenoir, NC | Medical Care and Prescription Drug Programs | $20,000 |
| Robin's Nest Children's Advocacy Center Lenoir, NC | Contributions | $20,000 |
| Shelter Home of Caldwell County Lenoir, NC | Contributions | $20,000 |
| Caldwell County Habitat for Humanity Lenoir, NC | Contributions | $15,000 |
| Episcopal Diocese of Western NC Asheville, NC | Program Contribuitons | $15,000 |
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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 | $8,553,577 | $3,426,373 | $448,042 | $435,500 | 15 | $435,500 | $3,424,719 | $601,715 |
| 2024 | $5,580,444 | $376,774 | $432,965 | $430,000 | 17 | $430,000 | $375,006 | $611,471 |
| 2023 | $5,642,665 | $296,489 | $635,383 | $633,133 | 18 | $633,133 | $380,102 | $636,324 |
| 2022 | $5,986,729 | $344,031 | $649,020 | $647,000 | 19 | $647,000 | $354,786 | $657,875 |
| 2021 | $6,291,718 | $295,380 | $657,199 | $650,000 | 21 | — | $344,715 | $587,681 |
Under IRS private-foundation payout rules, The Jonas Foundation reported a distributable amount of $602K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants include support for organizations serving people in Caldwell County. Caldwell County Yokefellow says its mission is to assist people in immediate need of food, clothing, household goods, and financial assistance. Helping Hands Clinic says it improves the health of uninsured Caldwell County residents by providing access to an integrated health model. Caldwell County Habitat for Humanity says it builds affordable housing for disadvantaged families in the county. Caldwell Opportunities says it promotes employment and independence for people with disabilities, and Caldwell Arts Council says it promotes the arts in Caldwell County.
Grantmaking
In 2025, the foundation made 15 grants totaling $435,500. Grants ranged from $5,000 to $145,000, with a median of $20,000. Its largest 2025 grants included $145,000 to Caldwell Memorial Hospital Foundation, $50,000 to Caldwell Hospice & Palliative Care, and $45,000 to Caldwell County Yokefellow. Other grants included $30,000 to Caldwell County United Way, $25,000 to Lenoir-Rhyne University, and $20,000 each to Helping Hands Clinic, Robin’s Nest Children’s Advocacy Center, and Shelter Home of Caldwell County.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists AG Jonas as president/treasurer and Amy Black as vice president/secretary.
The Jonas Foundation is led by Ag Jonas, President & Treasurer on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ag Jonas
President & Treasurer
On filings since 2021
1 hr/week
No compensation reported
Amy Black
Vice President & Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Joyce Bumgarner (2021–2024) — Secretary
- Former: Linda Jonas (2021–2022) — Vice President
Data from IRS Form 990 filings, 2021–2025. "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 The Jonas Foundation
How much does The Jonas Foundation give each year?
The Jonas Foundation gave $436K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $430K across 17 grants.
What is The Jonas Foundation's typical grant size?
The Jonas Foundation's median grant in 2025 was $20,000, and its average grant was $29,033, across 15 grants on its 2025 IRS Form 990-PF.
Where does The Jonas Foundation give grants?
The Jonas Foundation gives mostly in North Carolina: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lenoir, NC (12 grants).
Does The Jonas Foundation give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on The Jonas Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Contributions" (8 grants) and "Program Contributions" (3 grants).
Who are The Jonas Foundation's largest grantees?
The Jonas Foundation's largest 2025 grantees include Caldwell Memorial Hospital Foudation ($145,000), Caldwell Hospice & Pallative Care ($50,000) and Caldwell County Yokefellow ($45,000), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is The Jonas Foundation?
The Jonas Foundation reported $8.6M in total assets on its 2025 IRS Form 990-PF. It paid out $436K in qualifying distributions that year, against a required minimum of $602K (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.
What does The Jonas Foundation fund?
No mission statement for the foundation is provided. Its grants include support for organizations serving people in Caldwell County. Caldwell County Yokefellow says its mission is to assist people in immediate need of food, clothing, household goods, and financial assistance. See mission & focus areas ↑
How do I apply for a grant from The Jonas Foundation?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Jonas Foundation's EIN?
The Jonas Foundation's EIN (Employer Identification Number) is 56-1459346. IRS Form 990 filing data is available on this page for 2021–2025.
Does The Jonas Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2021–2024
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Cite this profile
Grantable. (2026). The Jonas Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/the-jonas-foundation-morg_87440c8dcbad41af86c653edb3361f95
BibTeX
@misc{grantable_561459346_2026,
author = {{Grantable}},
title = {{The Jonas Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-jonas-foundation-morg_87440c8dcbad41af86c653edb3361f95},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Jonas Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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