The Philios Foundation Inc
The Philios Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Jacksonville, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 19 grants totaling $129K. Net investment income was $79K.
Key facts about The Philios Foundation Inc
- EIN
- 20-3642437
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $128,500
- Grants made (2024)
- 19
- Average grant
- $6,763
- Median grant
- $5,000
- New grantees (estimate)
- 11% first-time grantees (2 of 19, 2024)
- Total assets
- $2,407,890
- Primary geography
- Florida (31% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Philios Foundation Inc funds
By grant dollars, the top recipient states for The Philios Foundation Inc's 19 itemized 2024 grants were Florida (31%), Maine (26%) and New York (19%). The most frequent recipient cities were Southwest Harbor, ME (2 grants), Bar Harbor, ME (2 grants) and Washington, DC (2 grants). None of its 19 grants with a stated purpose were described as general or operating support.
Is The Philios Foundation Inc open to new grantees?
11%
first-time grantees, 2024
In 2024, 2 of 19 grantees (11%) were first-time recipients. First grants averaged $13K; repeat grants $6K. How we count
Medians: $13K first-time, $5K repeat.
- 84% of 2024 grantees were also funded in 2023. Method
- Giving grew 26% from 2021 to 2024. Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Philios Foundation Inc
- How to evaluate The Philios Foundation Inc as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
-2.1% YoY
Annual Giving
$129K
+5.8% YoY
Grant Count
19
+5.6% YoY
Avg Grant Size
$7K
+0.2% YoY
Under IRS private-foundation payout rules, The Philios Foundation Inc reported a distributable amount of $140K for 2024 — the minimum it must pay out in qualifying distributions.
About The Philios Foundation Inc
Based on IRS filings
The Philios Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Jacksonville, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 19 grants totaling $129K. Net investment income was $79K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 19 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,407,890 | $2,460,124 | $2,506,112 |
| Revenue | $83,340 | $79,775 | $76,844 |
| Expenses | $135,649 | $125,752 | $127,152 |
| Qualifying Distributions | $131,161 | $122,680 | $124,010 |
| Net Investment Income | $78,961 | $77,967 | $73,702 |
| Distributable Amount | $139,871 | $132,780 | $134,646 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
83 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include American Red Cross ($20,000), Shriners Hospitals for Children ($20,000), FL Sheriffs' Youth Ranches ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS Albany, NY | TO SUPPORT RELIEF EFFORTS FOR MISSISSIPPI AND ALABAMA TORNADO RELIEF, HAWAII WILDFIRE RELIEF, AND HURRICANE IDALIA DISASTER RELIEF | $20,000 |
| SHRINERS HOSPITALS FOR CHILDREN Tampa, FL | TO SUPPORT MEDICAL CARE | $20,000 |
| FL SHERIFFS' YOUTH RANCHES Boys Ranch, FL | HELPING AT-RISK CHILDREN | $10,000 |
| MOUNT DESERT ISLAND HOSPITAL Bar Harbor, ME | TO SUPPORT CRITICAL ACCESS AND MEDICAL CARE | $7,500 |
| SOUTHWEST HARBOR-TREMONT NURSING SERVICES Southwest Harbor, ME | TO SUPPORT MEDICAL CARE | $7,500 |
| THE NRA FOUNDATION Fairfax, VA | TO SUPPORT THE NRA | $7,500 |
| THE SALVATION ARMY OF NORTHERN NEW ENGLAND Portland, ME | HELPING CHILDREN AND FAMILIES | $7,500 |
| GOLF FIGHTS CANCER Norton, MA | TO SUPPORT CANCER RESEARCH | $6,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES New York, NY | TO SUPPORT ISRAEL DEFENSE FORCES | $5,000 |
| HEART RHYTHM SOCIETY Washington, DC | TO SUPPORT HEART RHYTHM DISORDERS RESEARCH | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Carl Rudnick | President | 0.5 | — |
| John E Fitzerald | Secretary | 0.25 | — |
| Christopher R Fischer | Treasurer | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Philios Foundation Inc?
The Philios Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Jacksonville, FL. It holds $2.4M in total assets as of 2024.
How large is The Philios Foundation Inc?
As of 2024, The Philios Foundation Inc holds $2.4M in total assets with $83K in annual revenue. It awarded 19 grants totaling $129K in 2024.
Where does The Philios Foundation Inc operate?
The Philios Foundation Inc has awarded grants in California, District of Columbia, Florida, Illinois, Massachusetts, Maine, Minnesota, New York, Virginia.
What size grants does The Philios Foundation Inc award?
In 2024, The Philios Foundation Inc awarded 19 grants totaling $129K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is The Philios Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Philios Foundation Inc reported a distributable amount of $140K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Philios Foundation Inc's EIN?
The Philios Foundation Inc's EIN (Employer Identification Number) is 20-3642437. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.