Phil R & Janis North Charitable
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
Share of all 3 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON COLLEGE Chestnut Hill, MA | STUDENT ASSISTANCE | $45,000 |
| UNIVERSITY OF NOTRE DAME Notre Dame, IN | HARPER CANCER RESEARCH INSTITUTE | $35,000 |
| CATHOLIC CHARITIES OF FORT WORTH Fort Worth, TX | GENERAL FUND | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 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 May 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 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 May 15, 2025)
- 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.
Here's the math on researching Phil R & Janis North Charitable by hand.
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