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Fig Tree Fund Dated November 30 2015 is a private trust based in JACKSONVILLE, FL. The foundation received its IRS ruling in 2017. It holds total assets of $7.3M. Annual income is reported at $2.5M. The foundation is governed by 6 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Florida and North Carolina. According to available records, Fig Tree Fund Dated November 30 2015 has made 49 grants totaling $1.1M, with a median grant of $10K. Annual giving has grown from $225K in 2021 to $280K in 2023. Grantmaking activity was highest in 2022 with $560K distributed across 28 grants. Individual grants have ranged from $5K to $70K, with an average award of $22K. The foundation has supported 15 unique organizations. Grants have been distributed to organizations in Florida and North Carolina. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$35K
Average Grant
$33K
Largest Grant
$70K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Fig Tree Fund Dated November 30 2015 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 49 grants. Its grantmaking reaches organizations primarily in FL, NC.
Fig Tree Fund Dated November 30 2015 has distributed a total of $1.1M across 49 grants. The median grant size is $10K, with an average of $22K. Individual grants have ranged from $5K to $70K.
The application deadline is None None. Limited to 501(c)(3) for charitable education related programs primarily for benefit in the Southeastern United States.
Fig Tree Fund Dated November 30 2015 is headquartered in JACKSONVILLE, FL. While based in FL, the foundation distributes grants to organizations across 2 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Katherine E S Newton | Manager / Trustee | $75K | $0 | $75K |
| Russell B Newton Iii | Trustee | $0 | $0 | N/A |
| Julie Newton Phillips | Trustee | $0 | $0 | N/A |
| Katherine S Newton | Trustee | $0 | $0 | N/A |
| Russell B Newton Iv | Trustee | $0 | $0 | N/A |
| Dreama Vaughan | Trustee | $0 | $0 | N/A |
Total Giving
$517K
Total Assets
$4.6M
Fair Market Value
$9M
Net Worth
$4.6M
Grants Paid
$280K
Contributions
N/A
Net Investment Income
$191K
Distribution Amount
$384K
Total Grants
49
Total Giving
$1.1M
Average Grant
$22K
Median Grant
$10K
Unique Recipients
15
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Bolles SchoolFunds for students that are considered in good academic standing & demonstrate financial need | Jacksonville, FL | $70K | 2023 |
| Ymca Of Florida'S First CoastTargets youth in the community: Teen Forward and Safety Around Water | Jacksonville, FL | $50K | 2023 |
| Take Stock In ChildrenLow income students are matched with a mentor and a college success coach. | Jacksonville, FL | $50K | 2023 |
| Unf First GenerationTargets Florida residents who are the first generation in their families to attend college. | Jacksonville, FL | $35K | 2023 |
| Ability HousingSite planning and research | Jacksonville, FL | $10K | 2023 |
| Trips For Kids CharlotteCycling experiences for under-resourced/represented yoiuth | Charlotte, NC | $10K | 2023 |
| Groundwork Jacksonville IncGeneral support to restore urban creeks and trails | Jacksonville, FL | $10K | 2023 |
| Timucuan Parks FoundationPlanning and maintenance | Jacksonville, FL | $10K | 2023 |
| North Florida School For Special EducationSupport programs | Jacksonville, FL | $10K | 2023 |
| Wing HavenMaintain garden and bird santuary | Charlotte, NC | $5K | 2023 |
| North Florida Land TrustSite planning and research | Jacksonville, FL | $5K | 2023 |
| Riverside Presbyterian Day SchoolSupport programs | Jacksonville, FL | $5K | 2023 |
| Catawba Land ConservancyTrail renovation | Charlotte, NC | $5K | 2023 |
| Catawba River KeeperPreserve, protect and restore waters | Mcadenville, NC | $5K | 2023 |
| Carolina Thread TrailTrail renovation | Charlotte, NC | $5K | 2021 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL