Nonprofit · EIN 56-1459346
THE JONAS FOUNDATION
Tax-exempt · LENOIR, NC 28645
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $3,426,373 | $448,042 | $2,978,331 | $8,553,577 | $0 | $8,553,577 |
| June 30, 2024 | 990-PF | $376,774 | $432,965 | -$56,191 | $5,580,444 | $0 | $5,580,444 |
| June 30, 2023 | 990-PF | $296,489 | $635,383 | -$338,894 | $5,642,665 | $0 | $5,642,665 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $381,820
- Interest
- $5,678
- Net gain from sales of assets
- $3,038,875
Expenses
- Grants and similar amounts paid
- $435,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $435,500
- Excise tax on investment income
- $47,604
Balance sheet and other
- Total assets, start of year
- $5,580,444
- Total assets, end of year
- $8,553,577
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,553,577
- Fair market value of assets
- $12,957,016
- Qualifying distributions
- $435,500
- Net investment income
- $3,424,719
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AG JONAS 1006 HIBRITEN DRIVE, LENOIR, NC 28645 | PRESIDENT/TREASURER | 1 | $0 |
| AMY BLACK 7405 NEW FOREST LANE, WAKE FOREST, NC 27587 | VP/SECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AG JONAS 1006 HIBRITEN DRIVE, LENOIR, NC 28645 | PRESIDENT/TREASURER | 1 | $0 |
| JOYCE BUMGARNER 401 KINCAID STREET SW, LENOIR, NC 28645 | SECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AG JONAS 1006 HIBRITEN DRIVE, LENOIR, NC 28645 | PRESIDENT/TREASURER | 1 | $0 |
| JOYCE BUMGARNER 401 KINCAID STREET SW, LENOIR, NC 28645 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1650, LENOIR, NC 28645-1650
- Signed the 990-PF
- AG JONAS, PRESIDENT
- Phone
- (828) 728-3271
- Return prepared by
- LOWDERMILK CHURCH & CO 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-1459346
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,553,577
- Income (IRS master file)
- $6,959,451
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $3,426,373 | $448,042 | $8,553,577 | IRS |
| 990-PF | June 2024 | $376,774 | $432,965 | $5,580,444 | IRS |
| 990-PF | June 2023 | $296,489 | $635,383 | $5,642,665 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 56-1459346).
Questions about THE JONAS FOUNDATION
- What is the EIN of THE JONAS FOUNDATION?
- The employer identification number (EIN) of THE JONAS FOUNDATION is 56-1459346.
- Is THE JONAS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE JONAS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JONAS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JONAS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JONAS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE JONAS FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE JONAS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,426,373, expenses of $448,042 and total assets of $8,553,577 at year end.
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