The Celia Lipton Farris and Victor W logo

The Celia Lipton Farris and Victor W

Private foundation · Grantmaker Boston, MA EIN: 59-2667398 Website

The Celia Lipton Farris and Victor W. Farris Foundation is a private foundation based in Boston, Massachusetts. Its mission is to improve the health and well-being of individuals and communities in the geographic regions it serves.

Key facts about The Celia Lipton Farris and Victor W

In short: The Celia Lipton Farris and Victor W gave $4.4M across 60 grants in 2024 (avg $73K), top state Florida. 55% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
59-2667398
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$4,397,000
Grants made (2024)
60
Average grant
$73,283
Median grant
$25,000
New grantees (estimate)
55% first-time grantees (33 of 60, 2024)
Total assets
$80,770,626
Primary geography
Florida (34% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests. Full details ↓
Deadline
The 2026 spring cycle lists concept proposals due February 5 and full proposals due March 31.

Data from IRS Form 990-PF, 2024; 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 2024 IRS Form 990-PF · View filing

Total Assets

$80.8M

+1.9% YoY

Annual Giving

$4.4M

-9.0% YoY

Grant Count

60

-1.6% YoY

Avg Grant Size

$73K

-7.5% YoY

Under IRS private-foundation payout rules, The Celia Lipton Farris and Victor W reported a distributable amount of $4.6M for 2024 — the minimum it must pay out in qualifying distributions.

Is The Celia Lipton Farris and Victor W open to new grantees?

55%

first-time grantees, 2024

In 2024, 33 of 60 grantees (55%) were first-time recipients. First grants averaged $33K; repeat grants $122K. How we count

Medians: $25K first-time, $30K repeat.

  • 35% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−4%). Method
  • In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 foundation’s mission is “to improve the health and well being of individuals and communities in the geographic regions where we serve.” Its grantmaking also emphasizes innovation, collaboration, sustainable impact, and opportunities for underserved communities.

Its 2026 guidelines describe a focus on mental health and wellness and equitable, accessible community systems of care. They identify interests in increasing access to care, integrating mental health and wellness promotion with primary care and other human services, and supporting professional development. The capacity-building program describes support for planning, training, collaboration, evaluation, and stronger organizational partnerships.

The 2024 grants included support for community foundations and direct grants for specific activities. For example, Community Foundation of Broward describes its mission as providing leadership on community solutions and fostering philanthropy that connects people with causes. North Carolina Community Foundation describes its work as building capacity through philanthropy and administering funds for community needs, nonprofits, and scholarships across North Carolina.

Grantmaking

In 2024, the foundation reported 60 grants totaling $4,397,000. Grant amounts ranged from $5,000 to $525,000, with a median of $25,000. The largest grants included $525,000 to Community Foundation of Broward for general operating support; $520,000 to Santa Fe Community Foundation for general operating support; $500,000 each to Community Foundation for Palm Beach & Martin Counties and North Carolina Community Foundation for general operating support; and $420,000 to Community Foundation of New Jersey for general operating support.

Review Cycle

The 2026 spring cycle lists concept proposals due February 5 and full proposals due March 31. The fall cycle lists concept proposals due September 4 and full proposals due November 5.

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Geographic Focus

Where this funder awards grants

The foundation identifies Palm Beach County, Florida; Erie County, New York; and northern New Jersey as legacy communities, and Broward County, Florida; Palm Beach County, Florida; northern counties in Maine; Santa Fe County, New Mexico; and Watauga County, North Carolina as trustees’ home communities.

In 2024, the largest shares of grant dollars went to recipients in Florida (34%), North Carolina (18%), New Mexico (17%), New Jersey (17%), and Maine (7%).

Grant Distribution by State

14states

Share of 2024 grant dollars across all 60 itemized grants.

Cities

Santa FeFort LauderdaleBuffaloWest Palm BeachBooneNewarkEllsworthMorristownBangorLake WorthRaleighDelray BeachElizabethLewistonPalm Beach GardensSchnecksvilleGetzvilleJackson HeightsNortheast HarborOakland Park

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M67 grants2020 46 grants2021 25 grants2022 61 grants2023 60 grants2024

From 2020 to 2024, annual grant giving ranged from $4.4M (2024) to $5.8M (2022). In 2024 it made 60 grants totaling $4.4M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Community Foundation of Broward: $525KCommunity Foundation ofBroward$525KSanta Fe Community Foundation: $520KSanta Fe Community Foundation$520KCommunity Foundation for Palm Beach & Martin Counties Inc: $500KCommunity Foundation for PalmBeach & Martin Counties Inc$500KNorth Carolina Community Foundation: $500KNorth Carolina CommunityFoundation$500KCommunity Foundation of New Jersey: $420KCommunity Foundation of NewJersey$420KCommunity Foundation for Greater Buffalo: $250KCommunity Foundation forGreater Buffalo$250KMaine Community Foundation: $150KMaine Community Foundation$150KBroward Partnership for the Homeless Inc: $105KBroward Partnership for theHomeless Inc$105KSamaritans Purse: $100KSamaritans Purse$100KBangor Region YMCA: $50KBangor Region YMCA$50K

The largest 2024 recipient was Community Foundation of Broward ($525K). Together the top 10 received $3.1M.

Grant Size Distribution

259 grants across all recorded years

136<$50K74$50–100K17$100–250K18$250–500K14$500K–1M$1–5M$5M+

The most common grant size was under $50K: 136 grants of 259 (53%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Community Foundation of Broward Fort Lauderdale, FLGeneral Operating Support$525,000
Santa Fe Community Foundation Santa Fe, NMGeneral Operating Support$520,000
Community Foundation for Palm Beach & Martin Counties Inc West Palm Beach, FLGeneral Operating Support$500,000
North Carolina Community Foundation Raleigh, NCGeneral Operating Support$500,000
Community Foundation of New Jersey Morristown, NJGeneral Operating Support$420,000
Community Foundation for Greater Buffalo Buffalo, NYGeneral Operating Support$250,000
Maine Community Foundation Ellsworth, MEHome Community Fund$150,000
Broward Partnership for the Homeless Inc Fort Lauderdale, FLBehavioral Health Initiative Planning Participation Grant$105,000
Samaritans Purse Boone, NCHurricane Helene Relief$100,000
Bangor Region YMCA Bangor, MEBuilding capacity to create mental wellness equity among Maine children through thoughtful planning and phased program expansion$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $80,770,626 $5,753,563 $5,172,627 $4,397,000
2023 $79,274,702 $1,714,117 $5,703,913 $4,830,321
2022 $83,231,329 $7,839,800 $6,633,254 $5,804,932
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5M$5M$7.5M$10M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$80,770,626$79,274,702$83,231,329
Revenue$5,753,563$1,714,117$7,839,800
Expenses$5,172,627$5,703,913$6,633,254
Qualifying Distributions$4,667,132$5,113,977$5,998,660
Net Investment Income$5,127,488$1,537,648$6,418,903
Distributable Amount$4,594,808$4,336,798$5,376,160

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Brent G Hagey II as president; Cecile Victoria Farris and Marian Farris as vice presidents; Andrew Farris as treasurer; Jamie Retterer as secretary; and Sukyin Agnes Farris as a non-voting trustee.

The Celia Lipton Farris and Victor W is led by Brent G. Hagey II, President on every filing since 2020; 3 of 6 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Brent G. Hagey II

    President

    On filings since 2020

    10 hrs/week

    $20K (2020) → $95K (2024)

  • Sukyin Agnes Farris

    Non-Voting Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jamie Retterer

    Secretary

    On filings since 2020

    1 hr/week

    $20K (2020) → $20K (2024)

  • Marian Farris

    Vice President

    Trustee → Vice President, 2021

    On filings since 2020

    1 hr/week

    $20K (2020) → $20K (2024)

  • Andrew Farris

    Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Cecile Victoria Farris

    Vice President

    Vice President → Trustee, 2021

    Trustee → Vice President, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: George F. Farris (2020–2021) — Former President
  • Former: Stephanie R. Hagey D'meza (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Brent G Hagey II — President: $95KBrent G Hagey IIPresident$95KMarian Farris — Vice President: $20KMarian FarrisVice President$20KJamie Retterer — Secretary: $20KJamie RettererSecretary$20K

The highest reported compensation on the 2024 filing was $95K, to Brent G Hagey II (President). 3 officers or directors reported compensation on that filing.

Contact

Mailing address: 2 Liberty Square 500, Boston, MA 02109
Phone: (561) 841-6360
Website: https://farrisfdn.org

Frequently asked questions about The Celia Lipton Farris and Victor W

How much does The Celia Lipton Farris and Victor W give each year?

The Celia Lipton Farris and Victor W gave $4.4M across 60 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4.8M across 61 grants.

What is The Celia Lipton Farris and Victor W's typical grant size?

The Celia Lipton Farris and Victor W's median grant in 2024 was $25,000, and its average grant was $73,283, across 60 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Celia Lipton Farris and Victor W that year got $33K on average.

Where does The Celia Lipton Farris and Victor W give grants?

The Celia Lipton Farris and Victor W's top state is Florida, with 34% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were North Carolina (18%) and New Mexico (17%). The most frequent recipient cities were Santa Fe, NM (7 grants), Boone, NC (7 grants), Fort Lauderdale, FL (4 grants) and Buffalo, NY (4 grants).

Does The Celia Lipton Farris and Victor W give general operating support?

Yes: 15% of The Celia Lipton Farris and Victor W's 2024 grants with a stated purpose (9 of 60) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Behavioral Health Initiative Planning Participation Grant" (17 grants).

Who are The Celia Lipton Farris and Victor W's largest grantees?

The Celia Lipton Farris and Victor W's largest 2024 grantees include Community Foundation of Broward ($525,000), Santa Fe Community Foundation ($520,000) and Community Foundation for Palm Beach & Martin Counties Inc ($500,000), according to its 2024 IRS Form 990-PF. Together they received 35% of its itemized 2024 grant dollars.

How large is The Celia Lipton Farris and Victor W?

The Celia Lipton Farris and Victor W reported $80.8M in total assets on its 2024 IRS Form 990-PF. It paid out $4.7M in qualifying distributions that year, against a required minimum of $4.6M (roughly 5% of its investment assets).

What does The Celia Lipton Farris and Victor W fund?

The foundation’s mission is “to improve the health and well being of individuals and communities in the geographic regions where we serve.” Its grantmaking also emphasizes innovation, collaboration, sustainable impact, and opportunities for underserved communities. See mission & focus areas ↑

How do I apply for a grant from The Celia Lipton Farris and Victor W?

The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Celia Lipton Farris and Victor W's EIN?

The Celia Lipton Farris and Victor W's EIN (Employer Identification Number) is 59-2667398. IRS Form 990 filing data is available on this page for 2020–2024.

Does The Celia Lipton Farris and Victor W accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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