Joanna Foundation

Sullivans Is, SC
Tax-exempt since Aug. 1966
EIN: 57-0314444

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$299k (2024)

Expenses

$291k (2024)

Total Assets

$3.53M (2024)

Total Liabilities

$2.19k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$298,954

Expenses

$291,493

Net Income

$7,461

Net Assets

$3,523,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,871	23.4%
Sales of Assets	$229,083	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,982	81.3%
Compensation of Officers*	$52,181	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,525,321
Total Liabilities	$2,194
Net Assets	$3,523,127

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Exec. Vice President)	$52,181	$0
Yonge Regnery Jones (President)	$0	$0
Christopher C Schachte (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
William D Mennonna (Trustee)	$0	$0

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990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$364,956

Expenses

$256,862

Net Income

$108,094

Net Assets

$3,515,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$176,051	48.2%
Interest Revenue	$0
Dividends	$73,351	20.1%
Sales of Assets	$115,554	31.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$212,416	82.7%
Compensation of Officers*	$50,621	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,520,352
Total Liabilities	$4,686
Net Assets	$3,515,666

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Exec. Vice P)	$50,621	$0
Yonge Regnery Jones (President)	$0	$0
Christopher C Schachte (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
William D Mennonna (Trustee)	$0	$0

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990-PF

Filed on March 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$139,420

Expenses

$281,610

Net Income

-$142,190

Net Assets

$3,407,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$982	0.7%
Dividends	$70,054	50.2%
Sales of Assets	$68,384	49.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,579	84.0%
Compensation of Officers*	$48,948	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,408,967
Total Liabilities	$1,395
Net Assets	$3,407,572

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Interim Pres)	$48,948	$0
Walter C Regnery Term Ended (President)	$0	$0
Christopher C Schachte (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
Yonge R Jones (Trustee)	$0	$0
William D Mennonna (Trustee)	$0	$0

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990-PF

Filed on Aug. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$545,273

Expenses

$317,740

Net Income

$227,533

Net Assets

$3,549,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.0%
Dividends	$76,191	14.0%
Sales of Assets	$469,042	86.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,937	83.7%
Compensation of Officers*	$47,598	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,560,014
Total Liabilities	$10,252
Net Assets	$3,549,762

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Executive Vi)	$47,598	$0
Walter C Regnery (President)	$0	$0
Christopher C Schachte (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
Yonge R Jones (Trustee)	$0	$0

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990-PF

Filed on July 20, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$76,410

Expenses

$240,934

Net Income

-$164,524

Net Assets

$3,322,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,233	82.8%
Sales of Assets	$13,177	17.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,585	84.9%
Compensation of Officers*	$46,818	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,322,229
Total Liabilities	$1
Net Assets	$3,322,228

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Executive Vi)	$46,818	$0
Walter C Regnery (President)	$0	$0
Christopher C Schachte (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
Yonge R Jones (Trustee)	$0	$0

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990-PF

Filed on July 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$171,932

Expenses

$235,373

Net Income

-$63,441

Net Assets

$3,486,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,903	47.6%
Sales of Assets	$90,029	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,460	83.5%
Compensation of Officers*	$46,590	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,486,753
Total Liabilities	$1
Net Assets	$3,486,752

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Executive Vi)	$46,590	$0
Walter C Regnery (President)	$0	$0
Christopher C Schachte (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
Yonge R Jones (Trustee)	$0	$0

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990-PF

Filed on July 21, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$347,842

Expenses

$288,276

Net Income

$59,566

Net Assets

$3,550,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,694	24.6%
Sales of Assets	$262,148	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,468	85.8%
Compensation of Officers*	$45,291	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,551,699
Total Liabilities	$1,505
Net Assets	$3,550,194

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Executive Vi)	$45,291	$0
Walter C Regnery (President)	$0	$0
Patricia L Regnery Term Ended (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
Yonge R Jones (Trustee)	$0	$0
Christopher C Schachte (Trustee)	$0	$0

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990-PF

Filed on July 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$362,009

Expenses

$226,788

Net Income

$135,221

Net Assets

$3,490,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,586	23.4%
Sales of Assets	$277,423	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,160	81.6%
Compensation of Officers*	$44,281	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,490,628
Total Liabilities	$0
Net Assets	$3,490,628

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Executive Vi)	$44,281	$0
Walter C Regnery (President)	$0	$0
Patricia L Regnery (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
Yonge R Jones (Trustee)	$0	$0

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990-PF

Filed on July 27, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$123,378

Expenses

$228,126

Net Income

-$104,748

Net Assets

$3,355,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,730	63.8%
Sales of Assets	$44,648	36.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,654	85.3%
Compensation of Officers*	$43,096	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,360,254
Total Liabilities	$4,847
Net Assets	$3,355,407

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Executive Vi)	$43,096	$0
Walter C Regnery (President)	$0	$0
Patricia L Regnery (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
Younge R Jones (Trustee)	$0	$0

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990-PF

Filed on June 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$236,411

Expenses

$221,987

Net Income

$14,424

Net Assets

$3,460,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,219	33.9%
Sales of Assets	$156,192	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,329	83.0%
Compensation of Officers*	$41,908	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,466,127
Total Liabilities	$5,972
Net Assets	$3,460,155

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Executive Vi)	$41,908	$0
Walter C Regnery (President)	$0	$0
Patricia L Regnery (Treasurer)	$0	$0
Mildred D Kitchell (Secretary)	$0	$0
Eugenie J Parker (Trustee)	$0	$0
Younge R Jones (Trustee)	$0	$0

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990-PF

Filed on July 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$358,717

Expenses

$247,251

Net Income

$111,466

Net Assets

$3,445,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,552	22.2%
Sales of Assets	$279,165	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,070	84.2%
Compensation of Officers*	$41,086	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,448,905
Total Liabilities	$3,174
Net Assets	$3,445,731

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Vice President)	$41,086	$0
Walter C Regnery (President)	$0	$0
Charles E Menefee Jr (Sec./Treasure)	$0	$0
Eugenie F Regnery (Trustee)	$0	$0
Patricia L Regnery (Trustee)	$0	$0
Yonge R Jones (Trustee)	$0	$0
Mary Beth Greenslade (Trustee)	$0	$0
Eugenie J Parker (Trustee)	$0	$0

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990-PF

Filed on Aug. 4, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$267,428

Expenses

$236,410

Net Income

$31,018

Net Assets

$3,334,265

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,565	26.8%
Sales of Assets	$195,863	73.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,979	81.2%
Compensation of Officers*	$40,216	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,334,651
Total Liabilities	$386
Net Assets	$3,334,265

Compensation

Key Employees and Officers	Compensation	Other
Margaret P Schachte (Vice President)	$40,216	$0
Walter C Regnery (President)	$0	$0
Charles E Menefee Jr (Sec./Treasure)	$0	$0
Eugenie F Regnery (Trustee)	$0	$0
Patricia L Regnery (Trustee)	$0	$0
Yonge R Jones (Trustee)	$0	$0
Mary Beth Greenslade (Trustee)	$0	$0
Eugenie J Parker (Trustee)	$0	$0

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990-PF

Filed on June 16, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$117,193

Expenses

$216,641

Net Income

-$99,448

Net Assets

$3,303,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$594	0.5%
Dividends	$72,075	61.5%
Sales of Assets	$44,524	38.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,556	81.5%
Compensation of Officers*	$39,045	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,306,902
Total Liabilities	$3,655
Net Assets	$3,303,247

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$330,160

Expenses

$212,016

Net Income

$118,144

Net Assets

$3,402,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,124	1.9%
Dividends	$66,709	20.2%
Sales of Assets	$255,000	77.2%
Other Income	$2,327	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,541	85.2%
Compensation of Officers*	$37,908	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,404,067
Total Liabilities	$1,372
Net Assets	$3,402,695

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Joanna Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $299k (2024)

Expenses $291k (2024)

Total Assets $3.53M (2024)

Total Liabilities $2.19k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$299k (2024)

Expenses

$291k (2024)

Total Assets

$3.53M (2024)

Total Liabilities

$2.19k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001