This foundation’s giving is heavily shaped by a final asset transfer to the Fidelity Investments Charitable Gift Fund, so the visible pattern is a mix of dissolution-related philanthropy and a small set of prior interests. Outside that transfer, the foundation consistently supported elite higher education and medical research institutions, with a notable emphasis on autoimmune disease, mental health, and brain/behavior research. It also made smaller community grants in Connecticut for food insecurity and mental health, plus a few youth and women’s empowerment grants abroad.
The Joseph and Susan Gatto Foundation C/o Cbiz Advisors LLC makes a very small number of large grants, and one recipient accounts for most of the foundation’s recent dollars through a plan of dissolution distribution to Fidelity Investments Charitable Gift Fund. Beyond that asset transfer, the foundation’s recent awards show a tight set of priorities: higher education, autoimmune-disease advocacy, and specialized health care. Its grants have supported the University of Pennsylvania for education, Sjogren's Foundation for education, awareness, advocacy, and research funding, and The Lupus Foundation for improving quality of life for people affected by lupus. The pattern points to concentrated giving rather than a broad grant portfolio, with repeated support for a few named organizations and a clear emphasis on institutions tied to health, research, and education. The latest filings also show awards to Cornell University, McLean Hospital, and Princeton University, reinforcing the foundation’s mix of academic, medical, and advocacy-related funding. The foundation funds individuals and does not make program-related investments, but the available grants list is centered on institutional recipients and targeted charitable transfers.
In health-related giving, the foundation supported Sjogren's Foundation with $50,535 for education, awareness, advocacy, and securing research funding, and The Lupus Foundation with $50,535 for improving quality of life for people affected by lupus. It also backed McLean Hospital with $35,044 for advancing mental health care through compassionate, specialized, evidence-based care. On the education side, the foundation gave $59,453 to the University of Pennsylvania for an education grant and $41,930 to Cornell University for education and institutional programming. Princeton University received $25,763 in general operating support, showing that the foundation’s higher-education grants can include unrestricted assistance as well as program-specific funding.
Typical grant size sits at $46,662 at the 25th percentile, $54,994 at the median, and $336,850 at the 75th percentile, which reflects a concentrated pattern with a few much larger awards. The recent record also shows repeat support to the same named beneficiary, with multiple grants to See Statement A across 2023, 2024, and 2025. The foundation does not make program-related investments, and the filings show it funds individuals as well as organizations. The 2025 distribution to Fidelity Investments Charitable Gift Fund was made pursuant to a plan of dissolution, indicating a transfer of remaining charitable assets rather than a standard operating grant.
$12.2M
$0
$279K
$12.3M
Most grants fall between $5K and $40K, with a median of $20K.
25th Percentile
$5K
Median
$20K
75th Percentile
$40K
About 15% of grants go to recipients in CT.
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Highly concentrated giving, dominated by a one-time transfer of remaining charitable assets to Fidelity Charitable, with a smaller core of repeat grants to a handful of universities and health nonprofits. The non-dissolution grants are mostly mid-sized gifts and recurring support to familiar organizations rather than a broad, highly distributed portfolio.
Notable grantees: Cornell University, Sjogren's Syndrome Foundation, Inc., Lupus Foundation Of America, McLean Hospital, NAMI-CT
Grant recipients are entirely in the US, and the top state by grant count is Pennsylvania. Philadelphia appears through the University of Pennsylvania, while Princeton, New Jersey, and Washington, DC also appear among recipient locations. New York is the headquarters state, but none of the listed grants went to recipients in New York. The grant list also includes recipients in Boston, Belmont, Boone, and Reston, showing a regional but multi-state pattern within the United States.
The recent grants show support for higher education, autoimmune-disease advocacy, and specialized health care. Named recipients include the University of Pennsylvania for an education grant, Sjogren's Foundation for education, awareness, advocacy, and research funding, The Lupus Foundation for quality-of-life work, and McLean Hospital for evidence-based mental health care.
Yes. See Statement A appears in multiple years: $508,100 in 2023, $505,900 in 2024, and $280,500 in 2025. That pattern suggests repeated support to a small number of beneficiaries rather than broad one-time giving.
The grant-size distribution is concentrated but uneven: the 25th percentile is $46,662, the median is $54,994, and the 75th percentile is $336,850. That spread reflects a mix of moderate awards and a few much larger grants.
The top state by grant count is Pennsylvania. Recipient cities in the recent list include Philadelphia, Princeton, Boston, Belmont, Boone, Reston, and Washington, DC, and all listed grants went to US recipients.
Yes. The foundation’s profile indicates that it funds individuals, while the recent grants list is mostly institutional. The listed recipients include universities, hospitals, and charities, alongside a plan-of-dissolution distribution to Fidelity Investments Charitable Gift Fund.
2025
Source: IRS Form 990-PF, fiscal year 2025.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | BOSTON, MA | $12,197,195 | 2026 | Distribution of remaining charitable assets to Fidelity Charitable Gift Fund (DAF) pursuant to plan of dissolution, for future grantmaking to 501(c)(3) public charities. |
| CORNELL UNIVERSITY | BOONE, IA | $41,930 | 2026 | EDUCATION AND INSTITUTIONAL PROGRAMMING |
| UNIVERSITY OF PENNSLYVANIA | PHILADELPHIA, PA | $59,453 | 2025 | EDUCATION GRANT |
| SJOGREN'S FOUNDATION | RESTON, VA | $50,535 | 2025 | EDUCATION, AWARENESS AND ADVOCACY - TO SECURE FUNDING FOR RESEARCH. |
| THE LUPUS FOUNDATION | WASHINGTON, DC | $50,535 | 2025 | IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS. |
| MCLEAN HOSPITAL | BELMONT, MA | $35,044 | 2025 | ADVANCING MENTAL HEALTH CARE TO PROVIDE COMPASSIONATE SPECIALIZED AND EVIDENCE-BASED CARE. |
| PRINCETON UNIVERSITY | PRINCETON, NJ | $25,763 | 2025 | GENERAL OPERATING SUPPORT |
| The Trustees Of The University Of Pennsylvania | Philadelphia, PA | $50,000 | 2024 | Education |
| Lupus Foundation Of America | Washington, DC | $50,000 | 2024 | Improving the quality of life for those afflicted with Lupus |
| Sjogren's Syndrome Foundation, Inc. | Reston, VA | $50,000 | 2024 | Supporting Sjogren's patients, advocacy and awareness |
| Greenwich Hospital | Greenwich, CT | $50,000 | 2024 | General operating support |
| The Johns Hopkins University | Baltimore, MD | $40,000 | 2024 | Education, Academia and Private Research Studies |
| ecoAmerica | Washington, DC | $40,000 | 2024 | Support climate solutions |
| McLean Hospital | Belmont, MA | $35,000 | 2024 | General operating support |
| Cornell University | Ithaca, NY | $30,000 | 2024 | Education |
| Boys And Girls Club Of Dorchester | Dorchester, MA | $25,000 | 2024 | Children's programming to provide a safe place to learn and grow |
| Princeton University | Princeton, NJ | $20,000 | 2024 | Education |
| Brain And Behavior Research Foundation | New York, NY | $20,000 | 2024 | Research for brain and behavior disorders |
| NAMI | Washington, DC | $10,000 | 2024 | Mental health support |
| Memorial Sloan Kettering | New York, NY | $10,000 | 2024 | Cancer Research, Education and Cure |
| Harpswell Foundation | Concord, MA | $10,000 | 2024 | Programming for young women to gain leadership skills, education, and a supportive network in Southeast Asia |
| Connecticut Foodshare | Wallingford, CT | $10,000 | 2024 | CT Food bank mobile pantry |
| Neighbor To Neighbor Inc | Greenwich, CT | $10,000 | 2024 | Community based volunteer program to help those in need get access to food, clothing and basic essentials. |
| NAMI-CT | West Hartford, CT | $5,000 | 2024 | Mental health support & edu in CT |
| Weekapaug Foundation For Conservation | Westerly, RI | $5,000 | 2024 | General operating support |
| Cancer Support Team Inc | Purchase, NY | $5,000 | 2024 | Programming to enhance the quality of life of individuals and families affected by cancer in southern Westchester County, NY. |
| NAMI-CT | West Hartford, CT | $5,000 | 2024 | Mental health support & edu in CT |
| Share Our Strength | Washington, DC | $5,000 | 2024 | Food program for Kids |
| NAMI Southwest CT | Stamford, CT | $5,000 | 2024 | Mental health support & edu in CT |
| Inspirica, Inc. | Stamford, CT | $5,000 | 2024 | Women's shelter |
| Animal Rescue League Of Boston | Boston, MA | $5,000 | 2024 | Animal rescue and activism |
| Abilis | Greenwich, CT | $5,000 | 2024 | Assistance to adults and children with developmental disabilities |
| Pelotonia | Columbus, OH | $500 | 2024 | Cancer Research |
| Kilimanjaro Mission Of Hope & Outreach | Portland, OR | $200 | 2024 | St Pamachius Inclusive Secondary School grant |
| Brigham And Women's Hospital | Boston, MA | $100 | 2024 | General operating support |
| Big Brothers Big Sisters Of Eastern MA | Boston, MA | $100 | 2024 | Programming to build and support mentoring relationships to for at risk youths. |
| Harvard T.H. Chan School Of Public Health | Boston, MA | $60,000 | 2023 | Planetary Health Alliance Fund |
| Princeton University | Princeton, NJ | $50,000 | 2023 | Education |
| Lupus Foundation Of America | Washington, DC | $50,000 | 2023 | Lupus research |
| The Trustees Of The University Of Pennsylvania | Philadelphia, PA | $50,000 | 2023 | Education |
| Sjogren's Syndrome Foundation, Inc. | Reston, MD | $50,000 | 2023 | Sjogrens research |
| ecoAmerica | Washington, DC | $40,000 | 2023 | Support for climate solutions |
| Cornell University | Ithaca, NY | $30,000 | 2023 | Education |
| Boys And Girls Club Of Dorchester | Dorchester, MA | $25,000 | 2023 | Providing safe environment and indepth programming for kids |
| McLean Hospital | Belmont, MA | $25,000 | 2023 | General operating support |
| Greenwich Hospital | Greenwich, CT | $20,000 | 2023 | General operating support |
| Neighbor To Neighbor | Greenwich, CT | $20,000 | 2023 | Food pantry |
| Brain And Behavior Research Foundation | New York, NY | $20,000 | 2023 | Grants for research of mental illness |
| Memorial Sloan Kettering | New York, NY | $20,000 | 2023 | Cancer research, awareness and education |
| Harpwell Foundation | Concord, MA | $10,000 | 2023 | Education and women empowerment in Cambodia |
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$12,197,195Distribution of remaining charitable assets to Fidelity Charitable Gift Fund (DAF) pursuant to plan of dissolution, for future grantmaking to 501(c)(3) public charities.
CORNELL UNIVERSITY
$41,930EDUCATION AND INSTITUTIONAL PROGRAMMING
UNIVERSITY OF PENNSLYVANIA
$59,453EDUCATION GRANT
EDUCATION, AWARENESS AND ADVOCACY - TO SECURE FUNDING FOR RESEARCH.
THE LUPUS FOUNDATION
$50,535IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS.
MCLEAN HOSPITAL
$35,044ADVANCING MENTAL HEALTH CARE TO PROVIDE COMPASSIONATE SPECIALIZED AND EVIDENCE-BASED CARE.
Improving the quality of life for those afflicted with Lupus
Sjogren's Syndrome Foundation, Inc.
$50,000Supporting Sjogren's patients, advocacy and awareness
The Johns Hopkins University
$40,000Education, Academia and Private Research Studies
McLean Hospital
$35,000General operating support
Boys And Girls Club Of Dorchester
$25,000Children's programming to provide a safe place to learn and grow
Brain And Behavior Research Foundation
$20,000Research for brain and behavior disorders
NAMI
$10,000Mental health support
Memorial Sloan Kettering
$10,000Cancer Research, Education and Cure
Harpswell Foundation
$10,000Programming for young women to gain leadership skills, education, and a supportive network in Southeast Asia
Connecticut Foodshare
$10,000CT Food bank mobile pantry
Neighbor To Neighbor Inc
$10,000Community based volunteer program to help those in need get access to food, clothing and basic essentials.
NAMI-CT
$5,000Mental health support & edu in CT
Weekapaug Foundation For Conservation
$5,000General operating support
Programming to enhance the quality of life of individuals and families affected by cancer in southern Westchester County, NY.
NAMI-CT
$5,000Mental health support & edu in CT
Share Our Strength
$5,000Food program for Kids
NAMI Southwest CT
$5,000Mental health support & edu in CT
Inspirica, Inc.
$5,000Women's shelter
Animal Rescue League Of Boston
$5,000Animal rescue and activism
Kilimanjaro Mission Of Hope & Outreach
$200St Pamachius Inclusive Secondary School grant
Brigham And Women's Hospital
$100General operating support
Big Brothers Big Sisters Of Eastern MA
$100Programming to build and support mentoring relationships to for at risk youths.
Harvard T.H. Chan School Of Public Health
$60,000Planetary Health Alliance Fund
Sjogren's Syndrome Foundation, Inc.
$50,000Sjogrens research
Boys And Girls Club Of Dorchester
$25,000Providing safe environment and indepth programming for kids
McLean Hospital
$25,000General operating support
Neighbor To Neighbor
$20,000Food pantry
Brain And Behavior Research Foundation
$20,000Grants for research of mental illness
Memorial Sloan Kettering
$20,000Cancer research, awareness and education
Harpwell Foundation
$10,000Education and women empowerment in Cambodia