Petherick Family Foundation Inc
Petherick Family Foundation Inc is a private foundation, based in Bonita Springs, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $782K in total assets. In 2025, it awarded 7 grants totaling $126K. Net investment income was $21K.
Petherick Family Foundation Inc at a glance
In short: Petherick Family Foundation Inc gave $126K across 7 grants in 2025 (avg $18K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $125,683
- +305.4% vs 2024
- Grants made (2025)
- 7
- +75.0% vs 2024
- Average grant
- $17,955
- +131.7% vs 2024
- Median grant
- $2,500
- Total assets
- $781,950
- -0.6% vs 2024
- Primary geography
- Florida (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Petherick Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Uplift Bonita ($101K). Together the top 7 received $126K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 18 grants of 19 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Petherick Family Foundation Inc gives
- Giving grew 254% from 2022 to 2025. Method
- In 2025 it paid out 260% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2023) to $126K (2025). In 2025 it made 7 grants totaling $126K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Uplift Bonita Bonita Springs, FL | To Support Operations | $100,583 |
| Georgianna Church Merrit Island, FL | To Support Operations | $10,000 |
| Wonder Gardens Bonita Springs, FL | To Support Operations | $5,100 |
| Diabetes Research Institute Miami, FL | Charitable | $2,500 |
| Help a Diabetic Child Naples, FL | Charitable | $2,500 |
| Bonita Springs Assistance Office Bonita Springs, FL | To Support Operations | $2,500 |
| Preborn Indianapolis, IN | To Support Operations | $2,500 |
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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 | $781,950 | $130,488 | $135,472 | $125,683 | 7 | $126,523 | $20,502 | $48,679 |
| 2024 | $786,934 | $127,104 | $36,782 | $31,000 | 4 | $31,600 | $21,922 | $42,587 |
| 2023 | $696,612 | $216,813 | $8,054 | $3,000 | 2 | $3,749 | $41,242 | $31,358 |
| 2022 | $487,853 | $119,492 | $40,345 | $35,500 | 5 | $36,207 | $15,354 | $25,234 |
| 2021 | $408,706 | $203,472 | $13,114 | $10,000 | 1 | $10,703 | $18,240 | $15,812 |
| 2020 | $218,348 | $13,314 | $15,736 | $13,100 | 4 | — | $11,338 | $13,316 |
Under IRS private-foundation payout rules, Petherick Family Foundation Inc reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Petherick Family Foundation Inc is led by James Magnus, CEO & Director on every filing since 2022; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
James Magnus
CEO & Director
On filings since 2022
1 hr/week
No compensation reported
Susan M. Magnus
President & Director
President → President & Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Alyssa Magnus
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Christopher Magnus
Treasurer & Director
On filings since 2022
1 hr/week
No compensation reported
Jamie Mertes
Secretary & Director
On filings since 2022
1 hr/week
No compensation reported
Robert Mertes
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Audrey Petherick (2020–2021) — Secretary
Data from IRS Form 990 filings, 2020–2025. "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 Petherick Family Foundation Inc
How much does Petherick Family Foundation Inc give each year?
Petherick Family Foundation Inc gave $126K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 4 grants.
What is Petherick Family Foundation Inc's typical grant size?
Petherick Family Foundation Inc's median grant in 2025 was $2,500, and its average grant was $17,955, across 7 grants on its 2025 IRS Form 990-PF.
Where does Petherick Family Foundation Inc give grants?
Petherick Family Foundation Inc gives mostly in Florida: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bonita Springs, FL (3 grants).
Does Petherick Family Foundation Inc give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Petherick Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support Operations" (5 grants).
Who are Petherick Family Foundation Inc's largest grantees?
Petherick Family Foundation Inc's largest 2025 grantees include Uplift Bonita ($100,583), Georgianna Church ($10,000) and Wonder Gardens ($5,100), according to its 2025 IRS Form 990-PF. Together they received 92% of its itemized 2025 grant dollars.
How large is Petherick Family Foundation Inc?
Petherick Family Foundation Inc reported $782K in total assets on its 2025 IRS Form 990-PF. It paid out $127K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets).
What is Petherick Family Foundation Inc's EIN?
Petherick Family Foundation Inc's EIN (Employer Identification Number) is 39-1691916. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- 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 May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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