Phil R & Janis North Charitable

Foundation · Grantmaker Fort Worth, TX EIN: 75-6323833

Phil R & Janis North Charitable is a private foundation, based in Fort Worth, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $499K in total assets. In 2025, it awarded 3 grants totaling $90K. Net investment income was $124K.

Key facts about Phil R & Janis North Charitable

In short: Phil R & Janis North Charitable gave $90K across 3 grants in 2025 (avg $30K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
75-6323833
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$90,000
Grants made (2025)
3
Average grant
$30,000
Median grant
$35,000
Total assets
$498,893
Primary geography
Massachusetts (50% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$499K

+4.6% YoY

Annual Giving

$90K

+12.5% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$30K

+12.5% YoY

Under IRS private-foundation payout rules, Phil R & Janis North Charitable reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.

How Phil R & Janis North Charitable gives

  • Giving grew 50% from 2022 to 2025. Method
  • In 2025 it paid out 168% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 3 itemized 2025 grant dollars.

Cities

Chestnut HillNotre DameFort WorthArlington

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K3 grants20204 grants20214 grants20222 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Boston College: $45KBoston College$45KUniversity of Notre Dame: $35KUniversity of Notre Dame$35KCatholic Charities of Fort Worth: $10KCatholic Charities of FortWorth$10K

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BOSTON COLLEGE Chestnut Hill, MASTUDENT ASSISTANCE$45,000
UNIVERSITY OF NOTRE DAME Notre Dame, INHARPER CANCER RESEARCH INSTITUTE$35,000
CATHOLIC CHARITIES OF FORT WORTH Fort Worth, TXGENERAL FUND$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202020212022202320242025
Metric202520242023
Total Assets$498,893$477,095$512,629
Revenue$123,663$54,896$20,649
Expenses$101,865$90,430$48,166
Qualifying Distributions$90,000$80,000$40,000
Net Investment Income$123,663$54,896$20,649
Distributable Amount$53,419$48,164$41,294

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Phil R & Janis North Charitable is led by Mairin Terry, Trustee since 2021 (on filings since 2020) — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Mairin Terry

    Trustee

    Co-Trustee → Trustee, 2021

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Deirdre North (2020) — Co-Trustee

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 Phil R & Janis North Charitable

How much does Phil R & Janis North Charitable give each year?

Phil R & Janis North Charitable gave $90K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $80K across 3 grants.

What is Phil R & Janis North Charitable's typical grant size?

Phil R & Janis North Charitable's median grant in 2025 was $35,000, and its average grant was $30,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Phil R & Janis North Charitable give grants?

Phil R & Janis North Charitable gives mostly in Massachusetts: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Indiana (39%) and Texas (11%).

Does Phil R & Janis North Charitable give general operating support?

Yes: 33% of Phil R & Janis North Charitable's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Phil R & Janis North Charitable?

Phil R & Janis North Charitable reported $499K in total assets on its 2025 IRS Form 990-PF. It paid out $90K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets).

What is Phil R & Janis North Charitable's EIN?

Phil R & Janis North Charitable's EIN (Employer Identification Number) is 75-6323833. 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.

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