Fig Tree Fund

JACKSONVILLE, FL EIN: 81-0802820

Fig Tree Fund 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 $7.3M in total assets. In 2024, it awarded 15 grants totaling $260K. Net investment income was $1.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.3M

+56.7% YoY

Annual Giving

$260K

-7.1% YoY

Grant Count

15

+7.1% YoY

Avg Grant Size

$17K

-13.3% YoY

About Fig Tree Fund

Based on IRS filings

Fig Tree Fund 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 $7.3M in total assets. In 2024, it awarded 15 grants totaling $260K. Net investment income was $1.0M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CharlotteJacksonvilleMcadenvilleRaleigh

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$859K$2M$3M$3M20202021202220232024
Metric202420232022
Total Assets$7,266,298$4,638,333$4,896,972
Revenue$3,124,849$258,568$269,155
Expenses$508,720$517,207$508,297
Qualifying Distributions$401,261$434,731$434,180
Net Investment Income$1,044,351$191,414$198,374
Distributable Amount$498,520$384,312$380,097

Giving Over Time

Total grant dollars and number of grants per year

$0$70K$140K$210K$280K7 grants20207 grants202114 grants202214 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

The Bolles School$70KTake Stock in Children$50KUNF First Generation$35KYMCA of Florida's First …$25KAbility Housing$10KGroundwork Jacksonville …$10KNorth Florida School for…$10KTimucuan Parks Foundation$10KTrips for Kids Charlotte$10KCatawba Land Conservancy$5K

Grant Size Distribution

57 grants across all recorded years

43<$50K14$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Katherine E S NewtonManager / Trustee$75K

From 2024 filing

NameTitleHoursCompensation
Katherine E S NewtonManager / Trustee40$75,000
Russell B Newton IIITrustee2
Katherine S NewtonTrustee2
Julie Newton PhillipsTrustee1
Russell B Newton IVTrustee1
Dreama VaughanTrustee3.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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