William J and Kathleen M Fitzgerald

Foundation · Grantmaker Boston, MA EIN: 87-6896133

William J and Kathleen M Fitzgerald is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Boston, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grant totaling $125K. Net investment income was $564K.

Key facts about William J and Kathleen M Fitzgerald

EIN: 87-6896133
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $125,000
Grants made (2024): 1
Average grant: $125,000
Median grant: $125,000
Total assets: $1,318,435
Primary geography: Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How William J and Kathleen M Fitzgerald gives

In 2024 it paid out 476% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+127.0% YoY

Annual Giving

$125K

-72.7% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$125K

-45.5% YoY

Under IRS private-foundation payout rules, William J and Kathleen M Fitzgerald reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.

About William J and Kathleen M Fitzgerald

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $125K (100%)

Share of all 1 itemized 2024 grant dollars.

States

Massachusetts

Cities

BostonBrooklineHaverhill

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,318,435	$580,785	$526,126
Revenue	$872,449	$516,825	$500,000
Expenses	$134,799	$462,166	$473,874
Qualifying Distributions	$127,573	$462,166	$473,874
Net Investment Income	$563,666	—	—
Distributable Amount	$26,783	$10,860	$11,180

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2021–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Massachusetts General Hospital ($125,000).

Recipient	Purpose	Amount
Massachusetts General Hospital Boston, MA	$100,000 to the Center for Lymphoma Research Fund, $15,000 to the Fund for Advanced Practice Nursing in Oncology, $5,000 to the Cancer Center Equity and Diversity Program Fund, $5,000 to the Inpatient Project Research Fund	$125,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
William J Fitzgerald Jr	Trustee	1	—
Kathleen M Fitzgerald	Trustee	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is William J and Kathleen M Fitzgerald?

William J and Kathleen M Fitzgerald is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Boston, MA. It holds $1.3M in total assets as of 2024.

How large is William J and Kathleen M Fitzgerald?

As of 2024, William J and Kathleen M Fitzgerald holds $1.3M in total assets with $872K in annual revenue. It awarded 1 grant totaling $125K in 2024.

Where does William J and Kathleen M Fitzgerald operate?

William J and Kathleen M Fitzgerald has awarded grants in Massachusetts.

What size grants does William J and Kathleen M Fitzgerald award?

In 2024, William J and Kathleen M Fitzgerald awarded 1 grant totaling $125K — an average of about $125K per grant, based on its IRS Form 990 filings.

How much is William J and Kathleen M Fitzgerald required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William J and Kathleen M Fitzgerald reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William J and Kathleen M Fitzgerald's EIN?

William J and Kathleen M Fitzgerald's EIN (Employer Identification Number) is 87-6896133. IRS Form 990 filing data is available on this page for 2021–2024.