Jane and Jack Fitzpatrick Trust
The Jane and Jack Fitzpatrick Trust is a private foundation based in Stockbridge, Massachusetts, established in 2004 to continue its founders’ tradition of philanthropy and community involvement in Berkshire County. It provides capital grants to Berkshire County nonprofits working to benefit local residents and enhance the community.
Jane and Jack Fitzpatrick Trust at a glance
In short: Jane and Jack Fitzpatrick Trust gave $1.2M across 19 grants in 2025 (avg $64K), mostly in Massachusetts. 24% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,221,000
- +2.0% vs 2024
- Grants made (2025)
- 19
- -17.4% vs 2024
- Average grant
- $64,263
- +23.5% vs 2024
- Median grant
- $50,000
- Total assets
- $17,536,690
- +4.3% vs 2024
- New grantees (estimate)
- 24% first-time grantees (4 of 17, 2025; small sample)
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Jane and Jack Fitzpatrick Trust
- How to Apply
The process begins with a letter of inquiry of no more than two pages, including the organization’s mission and contact information, project description and need, timeline, budget and requested funding range, other…
The process begins with a letter of inquiry of no more than two pages, including the organization’s mission and contact information, project description and need, timeline, budget and requested funding range, other anticipated funding, and a 501(c)(3) determination letter. The Trust advises applicants whether it will invite a full proposal. Invited applicants submit a cover sheet, detailed project description and desired outcomes, project budget, funding update, and optionally project images; a site visit or interview may be requested. The Trust does not consider applications from the same organization in consecutive years and does not fund annual giving, operations, or endowments.
- Review Cycle
- For the 2026–2027 fiscal year, letters of inquiry are due August 7, 2026; invited full proposals are due October 16, 2026. Proposals are scheduled for review in November 2026.
- Deadline
- For the 2026–2027 fiscal year, letters of inquiry are due August 7, 2026; invited full proposals are due October 16,…
- Contact
Application contact: Jane Jack Fitzpatrick Trust
Mailing address: PO Box 1164, Stockbridge, MA 01262
Phone: (413) 298-1036
Website: https://fitzpatricktrust.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Jane and Jack Fitzpatrick Trust
Who Jane and Jack Fitzpatrick Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Berkshire Theatre Group ($250K). Together the top 10 received $1.1M.
Grant Size Distribution
128 grants across all recorded years
The most common grant size was under $50K: 83 grants of 128 (65%).
Geographic Focus
Where this funder awards grants
The Trust states that it provides grants to Berkshire County nonprofits. All grant dollars in filing year 2025 went to recipients in Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is Jane and Jack Fitzpatrick Trust open to new grantees?
24%
first-time grantees, 2025
In 2025, 4 of 17 grantees (24%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $76K; repeat grants $70K. How we count
Medians: $75K first-time, $55K repeat.
- 24% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $885K (2020) to $1.2M (2025). In 2025 it made 19 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Berkshire Theatre Group Pittsfield, MA | Building Renovation Grant | $250,000 |
| Construct Inc Great Barrington, MA | Affordable Housing Grant | $150,000 |
| Mulicultural Bridge Lee, MA | Building Acquisition Grant | $150,000 |
| Berkshire Family YMCA Pittsfield, MA | Building Renovation | $125,000 |
| Elizabeth Freeman Center Pittsfield, MA | Building Fund for New Headquarters | $100,000 |
| Roots Rising Pittsfield, MA | New Farm and Education Center Grant | $100,000 |
| Volunteers in Medicine Berkshires Great Barrington, MA | Building Renovation Grant | $75,000 |
| Barrington Stage Company Pittsfield, MA | Lighting and Audio Fixed Equipment | $60,000 |
| Norman Rockwell Museum Stockbridge, MA | Campus Planning Grant | $50,000 |
| Otis Preservation Trust Otis, MA | Building Renovation Grant | $50,000 |
Ready to take the next step with Jane and Jack Fitzpatrick Trust?
Financial History
Multi-year comparison from IRS filings
The Trust files Form 990-PF. Its EIN is 20-2612696.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $17,536,690 | $2,436,126 | $1,433,485 | $1,221,000 | 19 | $1,243,038 | $2,293,244 | $1,259,735 |
| 2024 | $16,814,843 | $2,150,036 | $1,407,223 | $1,196,800 | 23 | $1,214,937 | $2,014,610 | $1,141,763 |
| 2023 | $16,299,421 | $1,248,348 | $1,154,459 | $969,400 | 20 | $988,327 | $1,129,566 | $1,029,781 |
| 2022 | $16,214,471 | $1,247,768 | $1,308,366 | $1,115,070 | 18 | $1,132,708 | $1,118,619 | $1,134,309 |
| 2021 | $16,098,533 | $685,507 | $1,252,427 | $1,085,000 | 48 | — | $568,604 | $1,091,734 |
| 2020 | $16,665,453 | $531,870 | $1,051,085 | $885,000 | 15 | — | $414,467 | $973,258 |
Under IRS private-foundation payout rules, Jane and Jack Fitzpatrick Trust reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Trust’s mission is to provide capital grants to Berkshire County nonprofits. It supports improvements and renovations to existing buildings, fixed equipment, building purchases or construction, and other capital projects. It is particularly interested in projects or initiatives with positive economic results for the community. It may occasionally consider design or planning, technology, land, or seed-money grants for new initiatives.
Its 2025 recipients illustrate the range of organizations supported. Berkshire Theatre Group says its mission is to sustain, promote, and produce theatre through performances and educational activities; Construct says it provides affordable housing solutions and related support services; and Roots Rising says it empowers youth and builds community through food and farming. Other 2025 recipients included Elizabeth Freeman Center, which provides free, accessible, confidential services to people experiencing or affected by domestic and sexual violence, and Berkshire Agricultural Ventures, which supports local farms and strengthens local food systems.
Grantmaking
In filing year 2025, the Trust awarded 19 grants totaling $1,221,000. Awards ranged from $2,500 to $250,000, with a median grant of $50,000. The largest awards included $250,000 to Berkshire Theatre Group for a building renovation, $150,000 to Construct for affordable housing, and $150,000 to Multicultural BRIDGE for building acquisition. Other notable awards were $125,000 to Berkshire Family YMCA for building renovation, $100,000 to Elizabeth Freeman Center for a new headquarters, and $100,000 to Roots Rising for a new farm and education center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Tamara T. Stevens, Casey Rothstein-Fitzpatrick, and Peter Williams as trustees. The Trust’s board listing also names Peter C. Williams and Roberta McCulloch-Dews as trustees.
Jane and Jack Fitzpatrick Trust's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Tamara T. Stevens
Trustee
On filings since 2020
7 hrs/week
$20K (2020) → $20K (2025)
Casey Rothstein-Fitzpatrick
Trustee
On filings since 2020
1 hr/week
No compensation reported
Peter Williams
Trustee
On filings since 2020
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $20K, to Tamara T Stevens (Trustee).
Frequently asked questions about Jane and Jack Fitzpatrick Trust
How much does Jane and Jack Fitzpatrick Trust give each year?
Jane and Jack Fitzpatrick Trust gave $1.2M across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.2M across 23 grants.
What is Jane and Jack Fitzpatrick Trust's typical grant size?
Jane and Jack Fitzpatrick Trust's median grant in 2025 was $50,000, and its average grant was $64,263, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jane and Jack Fitzpatrick Trust that year got $76K on average.
Where does Jane and Jack Fitzpatrick Trust give grants?
Jane and Jack Fitzpatrick Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Great Barrington, MA (9 grants), Pittsfield, MA (5 grants), Lee, MA (2 grants) and Stockbridge, MA (2 grants).
Does Jane and Jack Fitzpatrick Trust give general operating support?
Not in 2025: none of the 19 grants with a stated purpose on Jane and Jack Fitzpatrick Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Building Renovation Grant" (4 grants).
Who are Jane and Jack Fitzpatrick Trust's largest grantees?
Jane and Jack Fitzpatrick Trust's largest 2025 grantees include Berkshire Theatre Group ($250,000), Construct Inc ($150,000) and Mulicultural Bridge ($150,000), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is Jane and Jack Fitzpatrick Trust?
Jane and Jack Fitzpatrick Trust reported $17.5M in total assets on its 2025 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $1.3M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Jane and Jack Fitzpatrick Trust fund?
The Trust’s mission is to provide capital grants to Berkshire County nonprofits. It supports improvements and renovations to existing buildings, fixed equipment, building purchases or construction, and other capital projects. See mission & focus areas ↑
How do I apply for a grant from Jane and Jack Fitzpatrick Trust?
The process begins with a letter of inquiry of no more than two pages, including the organization’s mission and contact information, project description and need, timeline, budget and requested funding range, other… Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Jane and Jack Fitzpatrick Trust's EIN?
Jane and Jack Fitzpatrick Trust's EIN (Employer Identification Number) is 20-2612696. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Jane and Jack Fitzpatrick Trust funds
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Cite this profile
Grantable. (2026). Jane and Jack Fitzpatrick Trust funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/jane-and-jack-fitzpatrick-trust-morg_46163ba8c03945e79965c27055747768
BibTeX
@misc{grantable_202612696_2026,
author = {{Grantable}},
title = {{Jane and Jack Fitzpatrick Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/jane-and-jack-fitzpatrick-trust-morg_46163ba8c03945e79965c27055747768},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Jane and Jack Fitzpatrick Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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