The Lookout Fund Inc

Private foundation · Grantmaker Boston, MA EIN: 13-6213665
Arts and cultureEducationHealth

The Lookout Fund Inc is a private foundation focused on Arts and culture, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $22.3M in total assets. In 2025, it awarded 5 grants totaling $1.0M. Net investment income was $620K.

Key facts about The Lookout Fund Inc

In short: The Lookout Fund Inc gave $1.0M across 5 grants in 2025 (avg $200K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
13-6213665
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,000,000
Grants made (2025)
5
Average grant
$200,000
Median grant
$100,000
Total assets
$22,301,702
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$22.3M

-2.4% YoY

Annual Giving

$1.0M

+400.0% YoY

Grant Count

5

+150.0% YoY

Avg Grant Size

$200K

+100.0% YoY

Under IRS private-foundation payout rules, The Lookout Fund Inc reported a distributable amount of $1.4M for 2025 — the minimum it must pay out in qualifying distributions.

How The Lookout Fund Inc gives

  • Giving grew 685% from 2022 to 2025. Method
  • In 2025 it paid out 76% 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.

Your AI grants department

Ready to take the next step with The Lookout Fund Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

ElizabethtownKeeneNew YorkPlainsboroWarwickKeene ValleyBrocktonEast FalmouthMashpeePrincetonSan DiegoTeaticketTusconWest Barnstable

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M7 grants2020 6 grants2021 5 grants2022 0 grants2023 2 grants2024 5 grants2025

From 2020 to 2025, annual grant giving ranged from $124K (2020) to $1.0M (2025). In 2025 it made 5 grants totaling $1.0M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

YMCA Cape Cod: $600KYMCA Cape Cod$600KFarming Falmouth: $100KFarming Falmouth$100KThe 300 Committee Land Trust: $100KThe 300 Committee Land Trust$100KHealth Imperitives Inc: $100KHealth Imperitives Inc$100KNative Land Conservancy Inc: $100KNative Land Conservancy Inc$100K

The largest 2025 recipient was YMCA Cape Cod ($600K). Together the top 5 received $1.0M.

Grant Size Distribution

18 grants across all recorded years

9<$50K$50–100K8$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 18 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
YMCA Cape Cod West Barnstable, MACharitable$600,000
Farming Falmouth Teaticket, MACharitable$100,000
The 300 Committee Land Trust East Falmouth, MACharitable$100,000
Health Imperitives Inc Brockton, MACharitable$100,000
Native Land Conservancy Inc Mashpee, MACharitable$100,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$20M$30M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$22,301,702$22,854,879$647,389
Revenue$760,064$22,534,708$161,491
Expenses$1,313,241$327,218$12,149
Qualifying Distributions$1,032,045$200,250$261
Net Investment Income$619,512$6,774,010$152,605
Distributable Amount$1,364,652$1,100,991$127,411

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Lookout Fund Inc is led by Meg Bergstrand Co Gma Foundations, President & Treasurer on every filing since 2024 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Meg Bergstrand Co Gma Foundations

    President & Treasurer

    On filings since 2024

    0.3 hrs/week

    No compensation reported

Former officers (6)
  • Former: Margaret F. Bergstrand (2020–2023) — President & Treasurer
  • Former: Karolina Z. Bergstrand (2023) — Vice President
  • Former: Max F. Bergstrand (2023) — Vice President
  • Former: Annette C. Merle-Smith (2020–2022) — President
  • Former: Donald E. Handelman (2020–2022) — Vice President
  • Former: Russell J. Handelman (2020–2022) — Secretary & Assistant Treasurer

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 Lookout Fund Inc

How much does The Lookout Fund Inc give each year?

The Lookout Fund Inc gave $1.0M across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 2 grants.

What is The Lookout Fund Inc's typical grant size?

The Lookout Fund Inc's median grant in 2025 was $100,000, and its average grant was $200,000, across 5 grants on its 2025 IRS Form 990-PF.

Where does The Lookout Fund Inc give grants?

The Lookout Fund Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does The Lookout Fund Inc give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on The Lookout Fund Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants).

Who are The Lookout Fund Inc's largest grantees?

The Lookout Fund Inc's largest 2025 grantees include YMCA Cape Cod ($600,000), Farming Falmouth ($100,000) and The 300 Committee Land Trust ($100,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.

How large is The Lookout Fund Inc?

The Lookout Fund Inc reported $22.3M in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $1.4M (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 Lookout Fund Inc?

The Lookout Fund Inc is a private foundation focused on Arts and culture, based in Boston, MA. It holds $22.3M in total assets as of 2025.

What is The Lookout Fund Inc's EIN?

The Lookout Fund Inc's EIN (Employer Identification Number) is 13-6213665. 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.

Your AI grants department

Here's the math on researching The Lookout Fund Inc by hand.

Explore Open Grants

Browse active grant opportunities in The Lookout Fund Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Community Foundation of New Jersey

Morristown, NJ

The Community Foundation of New Jersey supports a broad range of causes, including arts, education, health, human services, and the environment, through donor-directed and other charitable funds. Its 2024 itemized grants had a median of $19,759, with awards ranging widely; its current health grant opportunity serves Morris and Somerset counties. Eligible New Jersey nonprofits may apply to specific grant opportunities, subject to each opportunity’s guidelines.

Assets

$1.0B

Grants

1,321

Total Given

$93.8M

Bristol-Myers Squibb Foundation Inc

Princeton, NJ

The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.

Assets

$83.3M

Grants

144

Total Given

$67.7M

Columbus Foundation

Columbus, OH

The Columbus Foundation supports a broad range of nonprofit work, including arts, education, health, basic needs, neighborhoods, and capacity building, primarily in central Ohio. Its 2024 grants had a median of $21,471, though amounts varied widely. Most grants are directed by donors and aren’t made through an application process, but some specific programs accept applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.8B

Grants

1,747

Total Given

$242.7M

Jewish Community Foundation of San Diego

San Diego, CA

The Jewish Community Foundation of San Diego supports charitable, educational, and religious organizations, with grants spanning Jewish community life, research, civil rights, health care, arts, and community services. Its 2025 grants had a median of $25,000, though amounts varied widely; two-thirds of its grants since founding have gone to San Diego organizations, with others mainly elsewhere in the U.S. and Israel. Some listed opportunities accept applications from eligible nonprofits, but the profile does not state whether the Foundation accepts unsolicited requests generally.

Philanthropy, Voluntarism & Grantmaking

Assets

$862.3M

Grants

774

Total Given

$148.1M

Prospect Hill Foundation Inc

New York, NY

Prospect Hill Foundation funds nuclear disarmament and nonproliferation, youth, and family- or director-sponsored giving, including arts, environmental, education, and social-change work. Its grants mainly support the northeastern United States, especially New York, Rhode Island, Cape Cod, and the Berkshires, with some giving in the San Francisco Bay Area; 2025 grants ranged from $50 to $75,000, with a median of $1,000. It does not accept unsolicited requests.

Assets

$78.4M

Grants

346

Total Given

$2.6M

Noonmark Foundation

Mount Vernon, IA

Assets

$99K

Grants

82

Total Given

$16K

Boston Foundation Inc

Boston, MA

The Boston Foundation funds nonprofits and community initiatives focused on equity and opportunity, including child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer amounts such as $50,000; whether it accepts unsolicited requests is not stated.

Assets

$2.1B

Grants

2,375

Total Given

$228.4M

Eastern Bank Foundation

Wakefield, MA

Eastern Bank Foundation supports economic inclusion and mobility, including small businesses, early childhood development, affordable housing, and workforce development. Its 2025 grants ranged from $50 to $2,002,500, with a median of $2,500, primarily in Massachusetts and also in New Hampshire and Rhode Island. It accepts online applications and does not limit giving to preselected organizations.

Assets

$266.7M

Grants

1,786

Total Given

$19.0M

Barr Foundation

Boston, MA

The Barr Foundation funds arts and creativity, climate, education, and New England’s social sector, primarily through long-term support for organizations in New England. Its 2024 grants ranged from $100 to $3.275 million, with a median of $80,000. Its filing says it accepts only requests from preselected organizations and does not accept unsolicited requests, though its website describes program-page inquiries and occasional open calls.

Assets

$1.9B

Grants

903

Total Given

$123.2M

Liberty Mutual Foundation Inc

Boston, MA

Liberty Mutual Foundation funds basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, including homelessness and community preparedness programs. Its 2024 grants had a median of $35,000, and most funding supports organizations or programs serving the Boston area, though it also gives elsewhere. It accepts unsolicited online requests on a rolling basis, with no submission deadlines.

Philanthropy, Voluntarism & Grantmaking

Assets

$46.1M

Grants

706

Total Given

$50.6M

Cummings Foundation Grants Inc (FKA Oneworld Boston Inc)

Woburn, MA

Cummings Foundation Grants Inc. funds nonprofits working in human services, education, healthcare, fairness and justice, and the environment, primarily in greater Boston and eastern Massachusetts. Its 2024 grants ranged from $1,000 to $3.5 million, with a median of $35,000; it accepts letters of inquiry through an online portal during its application cycle, which was not open at the time described.

Philanthropy, Voluntarism & Grantmaking

Assets

$258.2M

Grants

658

Total Given

$38.2M

More Funders in Massachusetts

The Lookout Fund Inc down — hundreds of funders to go?

Want AI to do this for you?