The Josetta Fund

BOSTON, MA EIN: 04-3340006

The Josetta Fund is a private family foundation established in 1996 in Massachusetts and granted tax-exempt status in January 1997. Based in Boston, MA, the foundation operates as a 501(c)(3) organization without paid staff, managed by three trustees. The foundation holds approximately $27.4 million in total assets and distributes approximately $5 million annually through roughly 75-81 grants.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$27.4M

-4.6% YoY

Annual Giving

$5.1M

+5.1% YoY

Grant Count

81

+5.2% YoY

Avg Grant Size

$63K

-0.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Josetta Fund supports a diverse range of causes including:

  • Religious and spiritual initiatives
  • Education and religious/spiritual education programs
  • Animal care and rescue
  • Libraries and literacy programs
  • Food banks and hunger relief
  • Pregnancy counseling services
  • Women's organizations

Grantmaking

The Josetta Fund does not accept unsolicited grant applications. The foundation selects beneficiary organizations through trustee discretion on an invitation-only basis.

Grant Range

$2,500 to $800,000

Average Grant

$63,000–$65,000

How to Apply

**

Ready to take the next step with The Josetta Fund?

Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Massachusetts, Maine, and New York, though grants have been made across 26 states.

Grant Distribution by State

26states
+18 more states

Cities

AgawamAlbanyAlburquerqueAlpharettaAmarilloAmesburyAuburnAugustaBaltimoreBangorBoiseBostonBradfordBridgewaterBrocktonBrooklineBrooklynCalienteCarol StreamCarrollton

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending December 2024:

  • Total assets: $27,441,267
  • Total giving: $5,141,818
  • Total revenues: $3,770,774
  • Total expenses: $5,631,837
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$6M20202021202220232024
Metric202420232022
Total Assets$27,441,267$28,776,049$31,748,853
Revenue$3,770,774$2,346,103$2,098,529
Expenses$5,631,837$5,363,337$5,370,456
Qualifying Distributions$5,333,293$5,091,798$4,973,918
Net Investment Income$3,246,439$1,849,564$1,471,123
Distributable Amount$1,712,721$1,749,193$1,959,535

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$3M$4M$5M64 grants202078 grants202174 grants202277 grants202381 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MIRACLE GERMAN SHEPHERD …$225KALPHA PREGNANCY$222KJEZREEL INTERNATIONAL$200KLIFESAVERS WILD HORSE RE…$200KJEFFERSON COUNTY BAILER …$170KEQUINE ADVOCATES$100KGOOD SHEPHERD FOOD BANK …$100KMERCY SHIPS$100KBLUE PEARL$95KFAMILY NURTURING CENTER …$75K

Grant Size Distribution

250 grants across all recorded years

155<$50K42$50–100K44$100–250K8$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is connected to the prominent Gerry family through trustee Martha Rice Gerry Townley. Martha F. Gerry (1918–2007), the mother of Martha Rice Gerry Townley, was a renowned thoroughbred racehorse owner and breeder recognized as an Exemplar of Racing by the National Museum of Racing and Hall of Fame. Martha F. Gerry was among the first women admitted to The Jockey Club in 1983.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARTHA R GERRY TOWNLEYTRUSTEE1
F BRADFORD TOWNLEYTRUSTEE1
MARK A NOWAKTRUSTEE10

Contact Information

  • Address: McCarter English, 265 Franklin Street, Boston, MA 02110
  • Phone: 617-733-1353
  • Email: Not publicly available
  • Website: None publicly available

Related Funders

Similar funders by location and focus area

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

What could you do with The Josetta Fund on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities