Jane and Jack Fitzpatrick Trust logo

Jane and Jack Fitzpatrick Trust

Private foundation · Grantmaker Stockbridge, MA EIN: 20-2612696 Website

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.

Key facts about Jane and Jack Fitzpatrick Trust

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.

EIN
20-2612696
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,221,000
Grants made (2025)
19
Average grant
$64,263
Median grant
$50,000
New grantees (estimate)
24% first-time grantees (4 of 17, 2025)
Total assets
$17,536,690
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
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… Full details ↓
Deadline
For the 2026–2027 fiscal year, letters of inquiry are due August 7, 2026; invited full proposals are due October 16,…

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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

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.

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. 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.

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.

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.

Open Grants

1 open opportunity from Jane and Jack Fitzpatrick Trust

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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

3states

Share of 2025 grant dollars across all 19 itemized grants.

Cities

Great BarringtonPittsfieldStockbridgeLenoxNorth AdamsBecketLeeDaltonMount WashingtonOtisSheffieldSouth EgremontWest StockbridgeBaltimoreHousatonicMontereyNew MarlboroughWaccabuc

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M15 grants2020 48 grants2021 18 grants2022 20 grants2023 23 grants2024 19 grants2025

From 2020 to 2025, annual grant giving ranged from $885K (2020) to $1.2M (2025). In 2025 it made 19 grants totaling $1.2M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Berkshire Theatre Group: $250KBerkshire Theatre Group$250KConstruct Inc: $150KConstruct Inc$150KMulicultural Bridge: $150KMulicultural Bridge$150KBerkshire Family YMCA: $125KBerkshire Family YMCA$125KElizabeth Freeman Center: $100KElizabeth Freeman Center$100KRoots Rising: $100KRoots Rising$100KVolunteers in Medicine Berkshires: $75KVolunteers in MedicineBerkshires$75KBarrington Stage Company: $60KBarrington Stage Company$60KNorman Rockwell Museum: $55K across 2 grantsNorman Rockwell Museum$55K · 2 grantsOtis Preservation Trust: $50KOtis Preservation Trust$50K

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

83<$50K25$50–100K18$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 83 grants of 128 (65%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Berkshire Theatre Group Pittsfield, MABuilding Renovation Grant$250,000
Construct Inc Great Barrington, MAAffordable Housing Grant$150,000
Mulicultural Bridge Lee, MABuilding Acquisition Grant$150,000
Berkshire Family YMCA Pittsfield, MABuilding Renovation$125,000
Elizabeth Freeman Center Pittsfield, MABuilding Fund for New Headquarters$100,000
Roots Rising Pittsfield, MANew Farm and Education Center Grant$100,000
Volunteers in Medicine Berkshires Great Barrington, MABuilding Renovation Grant$75,000
Barrington Stage Company Pittsfield, MALighting and Audio Fixed Equipment$60,000
Norman Rockwell Museum Stockbridge, MACampus Planning Grant$50,000
Otis Preservation Trust Otis, MABuilding Renovation Grant$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $17,536,690 $2,436,126 $1,433,485 $1,221,000
2024 $16,814,843 $2,150,036 $1,407,223 $1,196,800
2023 $16,299,421 $1,248,348 $1,154,459 $969,400

The Trust files Form 990-PF. Its EIN is 20-2612696.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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

Tamara T Stevens — Trustee: $20KTamara T StevensTrustee$20K

The highest reported compensation on the 2025 filing was $20K, to Tamara T Stevens (Trustee).

Contact

Application contact: Jane Jack Fitzpatrick Trust
Mailing address: PO Box 1164, Stockbridge, MA 01262
Phone: (413) 298-1036
Website: https://fitzpatricktrust.org

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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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