KATHLEEN & RONALD J JACKSON FOUNDATION
https://N/ATotal Given 2016–2024
$1.2M
68 grants · $133K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $5K–$15K
grant size
91%
deep partner · 20/22 multi-year
repeat
$4.7M
Assets · 2021
22
Distinct recipients
About
ON DECEMBER 13, 2023 THE BOARD OF TRUSTEES VOTED TO TERMINATE THE FOUNDATION AND DISTRIBUTE THE FOUNDATION'S REMAINING INCOME AND PRINCIPAL TO FIDELITY INVESTMENTS CHARITABLE GIFT FUND (FBO KATHLEEN AND RONALD JACKSON FAMILY FUND). THE FOUNDATION DISTRIBUTED $111,850 TO THE FIDELITY CHARITABLE GIFT FUND DURING THE YEAR ENDING DECEMBER 31, 2024. THIS DISTRIBUTION IS THE FINAL DISTRIBUTION, AND THE FOUNDATION IS NOW FULLY DISSOLVED. SEE ATTACHED TERMINATION AGREEMENT.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
9783763935
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $198K | $4.0M | $224K | 16 |
| 2017 | $333K | $4.7M | $509K | 17 |
| 2019 | N/A | $3.0M | $683K | N/A |
| 2020 | $115K | $4.1M | $1.3M | 9 |
| 2021 | $240K | $4.7M | $246K | 13 |
| 2022 | $200K | $3.4M | $245K | 12 |
| 2024 | $112K | $0 | $1K | 1 |
Grant Size Distribution
Based on 68 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$10K
Average
$18K
75th Pctl
$15K
Maximum
$200K
Geographic Distribution
Officers & Directors
| Name | Title |
|---|---|
| SUSAN L JACKSON | TRUSTEE |
| RONALD J JACKSON | TRUSTEE |
| KATHLEEN JACKSON | TRUSTEE |
| NANCY A RUSHTON | TRUSTEE |
Grants Awarded (68 total)
| Purpose | ||||
|---|---|---|---|---|
| MCLEAN HOSPITAL | BELMONT, MA | $200,000 | WOMEN'S CLINICAL FELLOWSHIP | 2017 |
| FIDELITY CHARITABLE GIFT FUND & PIF | CINCINNATI, OH | $111,850 | UNRESTRICTED | 2024 |
| MCLEAN HOSPITAL | BELMONT, MA | $100,000 | WOMEN'S CLINICAL FELLOWSHIP | 2016 |
| MCLEAN HOSPITAL | BELMONT, MA | $50,000 | UNRESTRICTED | 2021 |
| MCLEAN HOSPITAL | BELMONT, MA | $50,000 | CAPITAL CAMPAIGN | 2022 |
| MCLEAN HOSPITAL | BELMONT, MA | $50,000 | LIVING ASSISTANCE FUND | 2022 |
| MCLEAN HOSPITAL | BELMONT, MA | $25,000 | LIVING ASSISTANCE FUND | 2021 |
| MCLEAN HOSPITAL | BELMONT, MA | $25,000 | 3EAST SCHOLARSHIP FUND | 2021 |
| MCLEAN HOSPITAL | BELMONT, MA | $25,000 | 3 EAST PROGRAM | 2017 |
| MCLEAN HOSPITAL | BOSTON, MA | $25,000 | SHORT TERM UNIT | 2017 |
| MCLEAN HOSPITAL | BELMONT, MA | $20,000 | 3EAST SCHOLARSHIP FUND | 2020 |
| BEVERLY BOOTSTRAPS | BEVERLY, MA | $20,000 | UNRESTRICTED | 2021 |
| CHILDREN'S FRIENDS & FAMILY SERVICES | SALEM, MA | $20,000 | UNRESTRICTED | 2021 |
| FRANCISCAN CHILDREN'S | BRIGHTON, MA | $20,000 | UNRESTRICTED | 2021 |
| BOSTON POPS FUND | BOSTON, MA | $15,000 | UNRESTRICTED | 2020 |
| MASSACHUSETTS GENERAL HOSPITAL | BOSTON, MA | $15,000 | UNRESTRICTED | 2020 |
| THE JIMMY FUND | BROOKLINE, MA | $15,000 | UNRESTRICTED | 2020 |
| BOSTON POPS FUND | BOSTON, MA | $15,000 | UNRESTRICTED | 2021 |
| MASSACHUSETTS GENERAL HOSPITAL | BOSTON, MA | $15,000 | UNRESTRICTED | 2021 |
| THE JIMMY FUND | BROOKLINE, MA | $15,000 | UNRESTRICTED | 2021 |
| MCLEAN HOSPITAL | BELMONT, MA | $15,000 | 3 EAST PROGRAM | 2016 |
| THE JIMMY FUND | BROOKLINE, MA | $15,000 | UNRESTRICTED | 2016 |
| THE JIMMY FUND | BROOKLINE, MA | $15,000 | UNRESTRICTED | 2017 |
| BEVERLY BOOTSTRAPS | BEVERLY, MA | $15,000 | UNRESTRICTED | 2022 |
| FRANCISCAN CHILDREN'S | BRIGHTON, MA | $15,000 | UNRESTRICTED | 2022 |