The Jane & Jack Fitzpatrick Trust is a private charitable foundation established in 2004 and based in Stockbridge, Massachusetts. The trust was created by Jane and Jack Fitzpatrick to continue their family's tradition of philanthropy and community involvement in Berkshire County.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$17.5M
+4.3% YoY
Annual Giving
$1.2M
+2.0% YoY
Grant Count
19
-17.4% YoY
Avg Grant Size
$64K
+23.5% YoY
Mission & Focus Areas
The Fitzpatrick Trust aims to make contributions that will enhance, enrich, and strengthen Berkshire County. The foundation's giving priorities include:
- Higher education
- Education
- Philanthropy, voluntarism, and grantmaking
- Human services
- Arts and cultural initiatives
Grantmaking
Grant Range
s:** Typical awards range from $500 to $250,000.
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Geographic Focus
Where this funder awards grants
The foundation focuses its grantmaking primarily in Massachusetts, with particular emphasis on Berkshire County and surrounding communities.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $16.8 million to $17.5 million (as of 2024)
Annual Revenue: $2.15 million (2024)
Annual Expenses: $1.41 million (2024)
Total Liabilities: $20.9k (2024)
Tax Status: 501(c)(3) organization; tax-exempt since November 2005. The foundation is required to file IRS Form 990-PF.
EIN: 20-2612696
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $17,536,690 | $16,814,843 | $16,299,421 |
| Revenue | $2,436,126 | $2,150,036 | $1,248,348 |
| Expenses | $1,433,485 | $1,407,223 | $1,154,459 |
| Qualifying Distributions | $1,243,038 | $1,214,937 | $988,327 |
| Net Investment Income | $2,293,244 | $2,014,610 | $1,129,566 |
| Distributable Amount | $1,259,735 | $1,141,763 | $1,029,781 |
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 2025
Grant Size Distribution
128 grants across all recorded years
Open Grants
1 open opportunity from Jane and Jack Fitzpatrick Trust
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Board of Trustees:
- Casey Rothstein-Fitzpatrick, Trustee
- Peter C. Williams, Trustee
- Roberta McCulloch-Dews, Trustee
- Tamara Stevens, Trustee
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TAMARA T STEVENS | TRUSTEE | 7 | $20,000 |
| CASEY ROTHSTEIN-FITZPATRICK | TRUSTEE | 1 | — |
| PETER WILLIAMS | TRUSTEE | 4 | — |
Recent News & Activity
Recent developments and announcements
The trust has been actively awarding grants to regional institutions, with recent awards supporting educational facilities, cultural preservation, and community infrastructure projects across Berkshire County. Grant announcements have been featured in local media outlets including The Berkshire Eagle and The Berkshire Edge.
Jane & Jack Fitzpatrick Trust grants $250,000 to Berkshire Waldorf High SchoolSubject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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