THE PETIT FAMILY FOUNDATION INC

EIN: 260627813 501(c)(3) Philanthropy & Grantmaking

PLAINVILLE, CT

Total Revenue
$976,441
Total Expenses
$975,579
Total Assets
$5,225,585
Net Assets
$5,178,202
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
CT
Principal Officer
WILLIAM A PETIT JR
Phone
8604791436
Tax Period
2023-07-01 to 2024-06-30

THE PETIT FAMILY FOUNDATION INC, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $976K in total revenue in fiscal year 2023. Revenue surged 92% from the prior year, signaling strong growth momentum. Net assets of $5.2M represent 64 months of operating reserves.

Mission

THE PETIT FAMILY FOUNDATION HONORS THE MEMORIES OF JENNIFER HAWKE-PETIT, HAYLEY ELIZABETH PETIT, AND MICHAELA ROSE PETIT BY CONTINUING THE KINDNESS, IDEALISM AND ACTIVISM THAT DEFINED THEIR LIVES. THE FOUNDATION'S FUNDS ARE GIVEN TO FOSTER THE EDUCATION OF YOUNG PEOPLE, ESPECIALLY WOMEN IN THE SCIENCES; TO IMPROVE THE LIVES OF THOSE AFFECTED BY CHRONIC ILLNESS; AND TO SUPPORT EFFORTS TO PROTECT AND HELP THOSE AFFECTED BY VIOLENCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $306,972
Program Service Revenue $0
Investment Income $619,282
Other Revenue $50,187
TOTAL REVENUE $976,441

Expense Breakdown

Grants Paid $774,004
Salaries & Benefits $58,812
Fundraising Expenses $3,351
Program Expenses $802,951
Other Expenses $142,763
TOTAL EXPENSES $975,579

Year-over-Year Comparison

2023 2022 Change
Revenue $976,441 $507,442 +0.9%
Expenses $975,579 $972,739 +0.0%
Net Income $862 $-465,297 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
21
Independent Members
21
Employees
2
Volunteers
200

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM A PETIT JR PRESIDENT 40.00
Officer Director
$0 $0 $0
JOHANNA PETIT CHAPMAN VICE PRESIDE 7.00
Officer Director
$0 $0 $0
RONALD A BUCCHI TREASURER 20.00
Officer Director
$0 $0 $0
BERNARD J LIDESTRI SECRETARY 5.00
Officer Director
$0 $0 $0
JOSEPH O IERNA EMERITUS 1.00
Director
$0 $0 $0
RICHARD A BUCCHI DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL R CHAMBRELLO DEVELOPMENT 5.00
Director
$0 $0 $0
JOHN F ST PIERRE DIRECTOR 1.00
Director
$0 $0 $0
AM PORTIA CORBETT EMERITUS 1.00
Director
$0 $0 $0
MARK A THOMPSON EMERITUS 1.00
Director
$0 $0 $0
M BURCH TRACY FORD EMERITUS 1.00
Director
$0 $0 $0
JAMES J RITCHIE DIRECTOR 1.00
Director
$0 $0 $0
JAYME V IERNA GRANT CHAIR 5.00
Director
$0 $0 $0
GARRETT GETLIN SNIDER DIRECTOR 1.00
Director
$0 $0 $0
GLENN F PETIT DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM A PETIT SR EMERITUS 1.00
Director
$0 $0 $0
MAGDALENA G JOHNDROW DIRECTOR 1.00
Director
$0 $0 $0
TARA A BUCCHI DIRECTOR 1.00
Director
$0 $0 $0
KATE TERRICCIANO DIRECTOR 1.00
Director
$0 $0 $0
R JAMES WASZ DIRECTOR 1.00
Director
$0 $0 $0
SANFORD CLOUD JR ESQ EMERITUS 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $976,441 $975,579 $5,225,585 $862
2023 $507,442 $972,739 $4,873,160 $-465,297
2022 $944,431 $940,011 $4,809,725 $4,420
2021 $1,546,285 $715,732 $5,961,624 $830,553
2020 $390,061 $568,115 $4,046,487 $-178,054
2019 $512,592 $570,246 $4,464,461 $-57,654
2018 $567,943 $538,878 $4,462,596 $29,065
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