Nonprofit · EIN 39-1691916
PETHERICK FAMILY FOUNDATION INC
Also known as C-O DON G VAN DER JAGT
Tax-exempt · BONITA SPGS, FL 34135
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $130,488 | $135,472 | -$4,984 | $781,950 | $0 | $781,950 |
| December 31, 2024 | 990-PF | $127,104 | $36,782 | $90,322 | $786,934 | $0 | $786,934 |
| December 31, 2023 | 990-PF | $216,813 | $8,054 | $208,759 | $696,612 | $0 | $696,612 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $101,342
- Dividends
- $24,317
- Net gain from sales of assets
- $4,829
Expenses
- Grants and similar amounts paid
- $125,683
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $126,523
- Excise tax on investment income
- $285
Balance sheet and other
- Total assets, start of year
- $786,934
- Total assets, end of year
- $781,950
- Total liabilities, end of year
- $0
- Net assets, end of year
- $781,950
- Fair market value of assets
- $1,031,048
- Qualifying distributions
- $126,523
- Net investment income
- $29,146
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | CEO/DIRECTOR | 1 | $0 |
| SUSAN MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | PRESIDENT/DIRECTOR | 1 | $0 |
| CHRISTOPHER MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | TREASURER/DIRECTOR | 1 | $0 |
| ALYSSA MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | DIRECTOR | 0.5 | $0 |
| JAMIE MERTES 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | SECRETARY/DIRECTOR | 1 | $0 |
| ROBERT MERTES 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | CEO/DIRECTOR | 1 | $0 |
| SUSAN MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | PRESIDENT/DIRECTOR | 1 | $0 |
| CHRISTOPHER MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | TREASURER/DIRECTOR | 1 | $0 |
| ALYSSA MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | DIRECTOR | 0.5 | $0 |
| JAMIE MERTES 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | SECRETARY/DIRECTOR | 1 | $0 |
| ROBERT MERTES 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | CEO/DIRECTOR | 1 | $0 |
| SUSAN MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | PRESIDENT/DIRECTOR | 1 | $0 |
| CHRISTOPHER MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | TREASURER/DIRECTOR | 1 | $0 |
| ALYSSA MAGNUS 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | DIRECTOR | 0.5 | $0 |
| JAMIE MERTES 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | SECRETARY/DIRECTOR | 1 | $0 |
| ROBERT MERTES 8841 WEST TERRY STREET, BONITA SPRINGS, FL 34135 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 8841 W TERRY ST, BONITA SPGS, FL 34135-4381
- In care of
- % DON G VAN DER JAGT
- Signed the 990-PF
- JAMES MAGNUS, PRESIDENT
- Phone
- (239) 947-2900
- Return prepared by
- HILL BARTH & KING LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1691916
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $781,950
- Income (IRS master file)
- $130,488
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $130,488 | $135,472 | $781,950 | IRS |
| 990-PF | December 2024 | $127,104 | $36,782 | $786,934 | XML |
| 990-PF | December 2023 | $216,813 | $8,054 | $696,612 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1691916).
Questions about PETHERICK FAMILY FOUNDATION INC
- What is the EIN of PETHERICK FAMILY FOUNDATION INC?
- The employer identification number (EIN) of PETHERICK FAMILY FOUNDATION INC is 39-1691916.
- Is PETHERICK FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to PETHERICK FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PETHERICK FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PETHERICK FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PETHERICK FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PETHERICK FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PETHERICK FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $130,488, expenses of $135,472 and total assets of $781,950 at year end.
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