Nonprofit · EIN 11-3772804
THE JAHNA FOUNDATION INC
Tax-exempt · LAKE WALES, FL 33859
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,060,461 | $352,235 | $708,226 | $4,967,744 | $0 | $4,967,744 |
| December 31, 2024 | 990-PF | $171,332 | $294,580 | -$123,248 | $4,259,518 | $0 | $4,259,518 |
| December 31, 2023 | 990-PF (amended) | $618,445 | $305,937 | $312,508 | $4,382,766 | $0 | $4,382,766 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $911,350
- Dividends
- $144,095
- Interest
- $35
- Net gain from sales of assets
- $4,981
Expenses
- Grants and similar amounts paid
- $328,950
- Disbursements for charitable purposes
- $328,950
- Excise tax on investment income
- $2,154
Balance sheet and other
- Total assets, start of year
- $4,259,518
- Total assets, end of year
- $4,967,744
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,967,744
- Fair market value of assets
- $2,275,351
- Qualifying distributions
- $328,950
- Net investment income
- $154,968
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CB MYERS III PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
| R CARL MCCOLLUM PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
| JAMES A JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
| MARCUS JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
| CAROLINE JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
| REBEKAH J JOHNSON PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
| JAMES A JAHNA JR PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
| ANALISA J NOVOSEL PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
| CHASE JOHNSON PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
| BRETTA JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CB MYERS III PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| R CARL MCCOLLUM PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| JAMES A JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| MARCUS JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| CAROLINE JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| REBEKAH J JOHNSON PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| JAMES A JAHNA JR PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| ANALISA J NOVOSEL PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| CHASE JOHNSON PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| BRETTA JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CB MYERS III PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| R CARL MCCOLLUM PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| JAMES A JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| MARCUS JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| CAROLINE JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| REBEKAH J JOHNSON PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| JAMES A JAHNA JR PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| ANALISA J NOVOSEL PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| CHASE JOHNSON PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
| BRETTA JAHNA PO BOX 840, LAKE WALES, FL 33859 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 840, LAKE WALES, FL 33859-0840
- In care of
- % R CARL MCCOLLUM
- Signed the 990-PF
- JAMES A JAHNA, DIRECTOR
- Phone
- (863) 676-9431
- Return prepared by
- BUNTING TRIPP & INGLEY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 11-3772804
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,967,744
- Income (IRS master file)
- $2,776,534
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,060,461 | $352,235 | $4,967,744 | XML |
| 990-PF | December 2024 | $171,332 | $294,580 | $4,259,518 | IRS |
| 990-PF | December 2023 | $635,793 | $305,937 | $4,382,766 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3772804).
Questions about THE JAHNA FOUNDATION INC
- What is the EIN of THE JAHNA FOUNDATION INC?
- The employer identification number (EIN) of THE JAHNA FOUNDATION INC is 11-3772804.
- Is THE JAHNA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to THE JAHNA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JAHNA FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JAHNA FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JAHNA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE JAHNA FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does THE JAHNA FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,060,461, expenses of $352,235 and total assets of $4,967,744 at year end.
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