Fand Family Charitable Trust
Fand Family Charitable Trust is a private foundation, based in Marston Mills, MA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $187K in total assets. In 2024, it awarded 3 grants totaling $1.3M. Net investment income was $8K.
Fand Family Charitable Trust at a glance
In short: Fand Family Charitable Trust gave $1.3M across 3 grants in 2024 (avg $426K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,278,651
- +33548.7% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $426,217
- +33548.7% vs 2023
- Median grant
- $1,500
- Total assets
- $186,793
- -85.4% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Fand Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Beth Israel Deaconess Medical Center ($1.3M). Together the top 3 received $1.3M.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 13 grants of 16 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Fand Family Charitable Trust gives
- Giving grew 925% from 2021 to 2024. Method
- In 2024 it paid out well above 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 2019 to 2024, annual grant giving ranged from $4K (2023) to $1.3M (2024). In 2024 it made 3 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beth Israel Deaconess Medical Center Boston, MA | General Contribution. | $1,275,651 |
| Massachusetts Audubon Society Inc Lincoln, MA | General Contribution. | $1,500 |
| New England Wildlife Center Weymouth, MA | General Contribution. | $1,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $186,793 | $8,279 | $1,282,038 | $1,278,651 | 3 | $1,278,651 | $8,279 | $65,165 |
| 2023 | $1,279,982 | $34,359 | $6,992 | $3,800 | 3 | $3,800 | $34,359 | $63,679 |
| 2022 | $1,252,270 | $34,319 | $3,019 | — | — | — | $34,319 | $58,037 |
| 2021 | $1,158,595 | $34,318 | $130,796 | $124,800 | 5 | $124,800 | $34,318 | $58,812 |
| 2020 | $1,249,085 | $391,245 | $107,079 | $103,250 | 5 | — | $191,245 | $51,769 |
| 2019 | $961,148 | $115,938 | $42,102 | $39,093 | 13 | — | $22,543 | $45,186 |
Under IRS private-foundation payout rules, Fand Family Charitable Trust reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Fand Family Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jeremy Fand
Director
On filings since 2019
2 hrs/week
No compensation reported
Joan E. Spiegel
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Former officers (1)
- Former: Sally B. Fand (2019–2022) — Director
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Fand Family Charitable Trust
How much does Fand Family Charitable Trust give each year?
Fand Family Charitable Trust gave $1.3M across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4K across 3 grants.
What is Fand Family Charitable Trust's typical grant size?
Fand Family Charitable Trust's median grant in 2024 was $1,500, and its average grant was $426,217, across 3 grants on its 2024 IRS Form 990-PF.
Where does Fand Family Charitable Trust give grants?
Fand Family Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Fand Family Charitable Trust give general operating support?
Yes: 100% of Fand Family Charitable Trust's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Fand Family Charitable Trust?
Fand Family Charitable Trust reported $187K in total assets on its 2024 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $65K (roughly 5% of its investment assets).
What is Fand Family Charitable Trust's EIN?
Fand Family Charitable Trust's EIN (Employer Identification Number) is 38-7104068. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- IRS filings on file for fiscal years 2019–2024
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Browse active grant opportunities in Fand Family Charitable Trust's focus areas in our free grants database
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