Aubert J Fay Charitable Fund
The Aubert J Fay Charitable Fund is a private foundation based in Lowell, Massachusetts. Its 2024 filing states that awards are restricted to charitable, religious, or educational purposes in Lowell.
Key facts about Aubert J Fay Charitable Fund
In short: Aubert J Fay Charitable Fund gave $458K across 50 grants in 2024 (avg $9K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- EIN
- 51-0203622
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $458,000
- Grants made (2024)
- 50
- Average grant
- $9,160
- Median grant
- $7,000
- Total assets
- $3,370,224
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- How to apply
- Submit an application by letter explaining the request. Full details ↓
- Deadline
- None.
Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.4M
-3.6% YoY
Annual Giving
$458K
+26.2% YoY
Grant Count
50
+8.7% YoY
Avg Grant Size
$9K
+16.1% YoY
Under IRS private-foundation payout rules, Aubert J Fay Charitable Fund reported a distributable amount of $363K for 2024 — the minimum it must pay out in qualifying distributions.
How Aubert J Fay Charitable Fund gives
- 90% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 129% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No separate mission statement for the fund is provided. Its filing identifies charitable, religious, and educational purposes in Lowell as the restrictions on awards.
Grantees’ own mission statements illustrate some of the work supported. Lowell Community Health Center says it provides quality, culturally competent health services and works to reduce health disparities in Greater Lowell. Project Learn describes its work as creating college- and career-connected learning and training experiences for young people in Lowell. Catie’s Closet says it provides children in need with clothing and basic necessities so they can thrive in school and in life.
Grantmaking
In 2024, the fund made 50 grants totaling $458,000. Awards ranged from $2,000 to $60,000, with a median grant of $7,000. The largest grants included $60,000 to Lowell General Hospital for medical care, $35,000 to Lowell Community Health Center for medical care, $25,000 to D’Youville Senior Care for medical care and a medical facility, and $25,000 to Merrimack Repertory Theatre for community theatre. Other grants included $23,000 to Immaculate Conception for religious activities, $15,000 to Project Learn for education enrichment, and $12,000 to Lowell Catholic High School for youth education.
Review Cycle
** None.
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Geographic Focus
Where this funder awards grants
The fund’s filing restricts awards to charitable, religious, or educational purposes in Lowell, Massachusetts. It reports that 100% of 2024 grant dollars went to recipients in Massachusetts.
Grant Distribution by State
Share of all 50 itemized 2024 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 10 recipients in 2024
Grant Size Distribution
96 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lowell General Hospital Lowell, MA | MEDICALCARE | $60,000 |
| Lowell Community Health Center Lowell, MA | MEDICAL CARE | $35,000 |
| D'Youville Senior Care Lowell, MA | MEDICAL CAREAND MEDICAL FACILITY | $25,000 |
| Merrimack Reperatory Theatre Lowell, MA | COMMUNITYTHEATRE | $25,000 |
| Immaculate Conception Lowell, MA | RELIGIOUS ACTIVITIES | $23,000 |
| Project Learn Lowell, MA | EDUCATIONENRICHMENT | $15,000 |
| Lowell Catholic High School Lowell, MA | YOUTHEDUCATION | $12,000 |
| Catie's Closet Dracut, MA | CLOTHING ANDTOILETRIES TONEEDY CHILDREN | $10,000 |
| First United Baptist Church Lowell, MA | RELIGIOUSACTIVITIES | $10,000 |
| Girls Inc Lowell, MA | YOUTH ACTIVITIES | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $3,370,224 | $361,209 | $491,012 | $458,000 |
| 2023 | $3,495,925 | $498,275 | $410,976 | $363,000 |
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $3,370,224 | $3,495,925 |
| Revenue | $361,209 | $498,275 |
| Expenses | $491,012 | $410,976 |
| Qualifying Distributions | $468,019 | $373,874 |
| Net Investment Income | $338,216 | $461,173 |
| Distributable Amount | $363,224 | $336,136 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists John F Gervais, Stephen L Gervais Jr, and Dexter Stevens as trustees.
Aubert J Fay Charitable Fund's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Dexter Stevens
Trustee
On filings since 2023
3 hrs/week
$6K (2023) → $6K (2024)
John F. Gervais
Trustee
On filings since 2023
4 hrs/week
$6K (2023) → $7K (2024)
Stephen L. Gervais Jr.
Trustee
On filings since 2023
3 hrs/week
$6K (2023) → $6K (2024)
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
Contact
Application contact: Aubert J Fay Charitable Fund
Mailing address: PO Box 668, Lowell, MA 01853
Phone: (978) 772-4465
Frequently asked questions about Aubert J Fay Charitable Fund
How much does Aubert J Fay Charitable Fund give each year?
Aubert J Fay Charitable Fund gave $458K across 50 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $363K across 46 grants.
What is Aubert J Fay Charitable Fund's typical grant size?
Aubert J Fay Charitable Fund's median grant in 2024 was $7,000, and its average grant was $9,160, across 50 grants on its 2024 IRS Form 990-PF.
Where does Aubert J Fay Charitable Fund give grants?
Aubert J Fay Charitable Fund gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lowell, MA (43 grants) and Boston, MA (2 grants).
Does Aubert J Fay Charitable Fund give general operating support?
Not in 2024: none of the 50 grants with a stated purpose on Aubert J Fay Charitable Fund's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Youth Education" (3 grants).
Who are Aubert J Fay Charitable Fund's largest grantees?
Aubert J Fay Charitable Fund's largest 2024 grantees include Lowell General Hospital ($60,000), Lowell Community Health Center ($35,000) and D'Youville Senior Care ($25,000), according to its 2024 IRS Form 990-PF. Together they received 26% of its itemized 2024 grant dollars.
How large is Aubert J Fay Charitable Fund?
Aubert J Fay Charitable Fund reported $3.4M in total assets on its 2024 IRS Form 990-PF. It paid out $468K in qualifying distributions that year, against a required minimum of $363K (roughly 5% of its investment assets).
What does Aubert J Fay Charitable Fund fund?
No separate mission statement for the fund is provided. Its filing identifies charitable, religious, and educational purposes in Lowell as the restrictions on awards. Grantees’ own mission statements illustrate some of the work supported. Lowell Community Health Center says it provides quality, culturally competent health services and works to reduce health disparities in Greater Lowell. Project Learn describes its work as creating college- and career-connected learning and training experiences…
How do I apply for a grant from Aubert J Fay Charitable Fund?
Submit an application by letter explaining the request. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Aubert J Fay Charitable Fund's EIN?
Aubert J Fay Charitable Fund's EIN (Employer Identification Number) is 51-0203622. IRS Form 990 filing data is available on this page for 2023–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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