The James and Alice McGonagle Charitable Fund
The James and Alice McGonagle Charitable Fund is a private foundation focused on Medical Research, based in Norwood, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $60K. Net investment income was $28K.
The James and Alice McGonagle Charitable Fund at a glance
In short: The James and Alice McGonagle Charitable Fund gave $60K across 1 grant in 2025 (avg $60K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $60,000
- +0.0% vs 2024
- Median grant
- $60,000
- Total assets
- $1,058,834
- -2.1% vs 2024
- 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.
Who The James and Alice McGonagle Charitable Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was ALS Therapy Development Institute ($60K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The James and Alice McGonagle Charitable Fund gives
- Giving grew 33% from 2022 to 2025. Method
- In 2025 it paid out 52% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $40K (2020) to $60K (2025). In 2025 it made 1 grant totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ALS Therapy Development Institute Cambridge, MA | Charitable Contribution | $60,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,058,834 | $44,087 | $76,569 | $60,000 | 1 | $60,000 | $27,549 | $115,047 |
| 2024 | $1,081,487 | $41,289 | $72,294 | $60,000 | 1 | $60,000 | $29,220 | $104,196 |
| 2023 | $1,068,281 | $570,419 | $74,531 | $60,000 | 1 | $60,000 | $29,665 | $71,524 |
| 2022 | $612,113 | $30,994 | $47,513 | $45,000 | 1 | $45,000 | $28,491 | $47,636 |
| 2021 | $629,109 | $20,330 | $57,528 | $45,000 | 1 | $45,000 | $7,802 | $47,013 |
| 2020 | $649,393 | $21,955 | $44,656 | $40,000 | 1 | — | $17,321 | $45,987 |
Under IRS private-foundation payout rules, The James and Alice McGonagle Charitable Fund reported a distributable amount of $115K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The James and Alice McGonagle Charitable Fund's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joan Roycroft
Trustee
On filings since 2020
No compensation reported
John E. Fedele
Trustee
On filings since 2020
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.
Frequently asked questions about The James and Alice McGonagle Charitable Fund
How much does The James and Alice McGonagle Charitable Fund give each year?
The James and Alice McGonagle Charitable Fund gave $60K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 1 grant.
How large is The James and Alice McGonagle Charitable Fund?
The James and Alice McGonagle Charitable Fund reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $60K in qualifying distributions that year, against a required minimum of $115K (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 is The James and Alice McGonagle Charitable Fund?
The James and Alice McGonagle Charitable Fund is a private foundation focused on Medical Research, based in Norwood, MA. It holds $1.1M in total assets as of 2025.
Where does The James and Alice McGonagle Charitable Fund operate?
The James and Alice McGonagle Charitable Fund has awarded grants in Massachusetts.
What is The James and Alice McGonagle Charitable Fund's EIN?
The James and Alice McGonagle Charitable Fund's EIN (Employer Identification Number) is 04-3559145. 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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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