The Bonus Fund
The Bonus Fund is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $14.5M in total assets. In 2025, it awarded 7 grants totaling $920K. Net investment income was $491K.
The Bonus Fund at a glance
In short: The Bonus Fund gave $920K across 7 grants in 2025 (avg $131K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $920,000
- +240.7% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $131,429
- +192.1% vs 2024
- Median grant
- $105,000
- Total assets
- $14,476,981
- -2.9% vs 2024
- Primary geography
- Massachusetts (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who The Bonus Fund funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Pancreatic Cancer Action Network ($250K). Together the top 7 received $920K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 13 grants of 29 (45%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How The Bonus Fund gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 127% 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 $265K (2021) to $1.1M (2022). In 2025 it made 7 grants totaling $920K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pancreatic Cancer Action Network Boone, IA | General Purposes | $250,000 |
| Cape Cod Children's Place North Eastham, MA | General Purposes | $175,000 |
| Lower Cape Outreach Council Inc Orleans, MA | General Purposes | $115,000 |
| Theodore Parker Unitarian Universalist Church West Roxbury, MA | General Purposes | $105,000 |
| Breakthrough T1D Hagerstown, MD | General Purposes | $100,000 |
| Unitarian Universalist Service Committee Newark, NJ | General Purposes | $100,000 |
| Cape Abilities Hyannis, MA | General Purposes | $75,000 |
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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 | $14,476,981 | $628,552 | $1,027,756 | $920,000 | 7 | $920,000 | $491,057 | $723,334 |
| 2024 | $14,902,473 | $13,883,447 | $285,288 | $270,000 | 6 | $270,000 | $44,044 | $111,275 |
| 2023 | $1,299,639 | $395,768 | $12,815 | — | — | — | $382,953 | $47,964 |
| 2022 | $1,203,896 | $729,195 | $1,079,427 | $1,065,000 | 10 | $1,065,000 | $214,768 | $50,302 |
| 2021 | $2,061,919 | $204,672 | $279,076 | $265,000 | 6 | $265,000 | $190,596 | $50,638 |
| 2020 | $2,088,214 | $35,512 | $303,309 | $290,000 | 7 | — | $22,203 | $52,978 |
Under IRS private-foundation payout rules, The Bonus Fund reported a distributable amount of $723K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Bonus Fund is led by Sarah Q. Yoshida, Managing Trustee on every filing since 2024; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Sarah Q. Yoshida
Managing Trustee
On filings since 2024
0.8 hrs/week
$37K (2025)
Marybeth McInnis Esq.
Co-Trustee
On filings since 2024
0.3 hrs/week
$19K (2025)
Former officers (2)
- Former: Sarah Q. Yoshida Co Curbstone Fin'l (2020–2023) — Managing Trustee
- Former: Diana Lee Digges Co Curbstone Fin'l (2020–2022) — 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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $37K, to Sarah Q Yoshida (Managing Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Bonus Fund
How much does The Bonus Fund give each year?
The Bonus Fund gave $920K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $270K across 6 grants.
What is The Bonus Fund's typical grant size?
The Bonus Fund's median grant in 2025 was $105,000, and its average grant was $131,429, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Bonus Fund give grants?
The Bonus Fund gives mostly in Massachusetts: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Iowa (27%) and Maryland (11%).
Does The Bonus Fund give general operating support?
Yes: 100% of The Bonus Fund's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Bonus Fund's largest grantees?
The Bonus Fund's largest 2025 grantees include Pancreatic Cancer Action Network ($250,000), Cape Cod Children's Place ($175,000) and Lower Cape Outreach Council Inc ($115,000), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is The Bonus Fund?
The Bonus Fund reported $14.5M in total assets on its 2025 IRS Form 990-PF. It paid out $920K in qualifying distributions that year, against a required minimum of $723K (roughly 5% of its investment assets).
What is The Bonus Fund's EIN?
The Bonus Fund's EIN (Employer Identification Number) is 20-2843047. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Added Form 990-PF for fiscal year 2021 (received by the IRS June 28, 2022)
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 17, 2026)
- IRS filings on file for fiscal years 2022–2024
Live grants for the work The Bonus Fund funds
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