Fitzgerald Foundation

BOERNE, TX EIN: 75-6036748

Fitzgerald Foundation is a private foundation, based in BOERNE, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $156K in total assets. In 2024, it awarded 4 grants totaling $8K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$156K

+4.6% YoY

Annual Giving

$8K

+8.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+8.6% YoY

Under IRS private-foundation payout rules, Fitzgerald Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Fitzgerald Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $25K (78%)

Massachusetts $7K (22%)

States

Massachusetts Texas

Cities

AbileneBoerneBostonDallas

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$155,952	$149,101	$149,349
Revenue	$16,142	$7,375	$956
Expenses	$8,794	$7,718	$6,781
Qualifying Distributions	$8,794	$7,718	$6,781
Net Investment Income	$15,188	$15,176	$13,416
Distributable Amount	$7,519	$7,877	$7,541

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hill Country Montessori School ($3,000), Meals on Wheels Plus Inc ($2,000), Partners In Health ($1,600).

Recipient	Purpose	Amount
Partners In Health Boston, MA	Matching or unrestricted gift per Partners In Health election in either case to support charitys goals of equal access to health services especially in economically disadvantaged communities worldwide by providing health services directly or in partnership with other organizations and governments.	$1,600
Meals on Wheels Plus Inc Abilene, TX	Unrestricted gift to support preparation by professionals and delivery by volunteers of meals to disabled or elderly adults in Abilene Texas and some surrounding rural towns.	$2,000
Hill Country Montessori School Boerne, TX	Gift to the schools Annual Fund "to equip the faculty and staff with resources they require but also to provide new opportunities for growth and learning to our students."	$3,000
Montessori Global Growth Fund Dallas, TX	Unrestricted gift towards charitys objective of assisting disadvantaged communities to obtain Montessori education worldwide.	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Texas FitzGerald	president	2	—
Norman Scott FitzGerald	sec-treasurer	—	—
Jay Moseley	vice-president	—	—

Frequently Asked Questions

How large is Fitzgerald Foundation?

As of 2024, Fitzgerald Foundation holds $156K in total assets with $16K in annual revenue. It awarded 4 grants totaling $8K in 2024.

Where does Fitzgerald Foundation operate?

Fitzgerald Foundation has awarded grants in Massachusetts, Texas.

What size grants does Fitzgerald Foundation award?

In 2024, Fitzgerald Foundation awarded 4 grants totaling $8K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Fitzgerald Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Fitzgerald Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.