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    3. David J Defilippo and Lisa M Shapiro Charitable Trust

    David J Defilippo and Lisa M Shapiro Charitable Trust

    ActivePhilanthropy & Voluntarism
    WATERTOWN, MA5082081251EIN: 35-68233003 filings on record

    About David J Defilippo and Lisa M Shapiro Charitable Trust

    This small family charitable trust concentrates its giving on a few local institutions in Massachusetts, with a clear emphasis on performing arts and private secondary education/support for students. Grants are targeted and repeatable: multiple donations to a long-running dance organization and to a private academy, with the remainder going to assorted local nonprofits. The pattern suggests place-based philanthropy that supports cultural life and student scholarships rather than broad national initiatives.

    Focus Areas

    Contemporary dance & performing arts (e.g., Jacobs Pillow)Private secondary school scholarships and student support (e.g., Tabor Academy)Local community nonprofits in Massachusetts (small operating or donation support)

    Who They Fund

    local Massachusetts cultural institutions (e.g., dance organizations)students at private secondary schools (scholarship recipients)small local nonprofits serving Massachusetts communitiesperforming artists and arts staff

    Giving Approach

    Financial Snapshot

    Annual Giving

    $81K

    Total Assets

    $42K

    Total Revenue

    $44K

    Total Expenses

    $26K

    Typical Grant Size

    Most grants fall between $3K and $11K, with a median of $8K.

    25th Percentile

    $3K

    Median

    $8K

    75th Percentile

    $11K

    Geographic Reach

    Regional2 states funded

    About 75% of grants go to recipients in MA.

    Funding intensity
    Low
    High
    Headquarters

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    Privacy PolicyTerms of ServiceSystem Status

    Concentrated, moderate-sized gifts to a handful of repeat grantees rather than many one-off grants; funding is locally focused and split between arts and education with occasional general donations to other community organizations.

    Funding Style

    place-based philanthropyconcentrated support to a small portfolio of granteesrepeat/renewal funding (multi-year or recurring grants)targeted support for cultural and educational institutions

    Notable grantees: Jacobs Pillow, Tabor Academy, Various Misc Non Profit Organizations (local MA nonprofits)

    Topics

    contemporary dance & performing arts organizationsprivate secondary school scholarships and student supportlocal community nonprofit operating/donation supportcultural life preservation and arts sustainability
    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    JACOBS PILLOWBECKET, MN$11,0002025DONATION
    TABOR ACADEMYMARION, MA$10,0002025SCHOLORSHIP/DONA
    VARIOUS MISC NON PROFIT ORGANIZATIONSWATERTOWN, MA$3,1602025DONATION
    PERKINS SCHOOLWATERTOWN, MA$1,0002025DONATION
    TABOR ACADEMYMARION, MA$12,3002024SCHOLORSHIP/DONA
    JACOBS PILLOWBECKET, MN$11,0002024DONATION
    VARIOUS MISC NON PROFIT ORGANIZATIONSWATERTOWN, MA$3,8022024DONATION
    PERKINS SCHOOLWATERTOWN, MA$1,0002024DONATION
    JACOBS PILLOWBECKET, MN$11,0002023DONATION
    TABOR ACADEMYMARION, MA$10,0002023SCHOLORSHIP
    VARIOUS MISC NON PROFIT ORGANIZATIONSWATERTOWN, MA$5,4022023DONATION
    PERKINS SCHOOLWATERTOWN, MA$1,0002023DONATION

    JACOBS PILLOW

    $11,000
    BECKET, MN2025

    DONATION

    TABOR ACADEMY

    $10,000
    MARION, MA2025

    SCHOLORSHIP/DONA

    VARIOUS MISC NON PROFIT ORGANIZATIONS

    $3,160
    WATERTOWN, MA2025

    DONATION

    PERKINS SCHOOL

    $1,000
    WATERTOWN, MA2025

    DONATION

    TABOR ACADEMY

    $12,300
    MARION, MA2024

    SCHOLORSHIP/DONA

    JACOBS PILLOW

    $11,000
    BECKET, MN2024

    DONATION

    VARIOUS MISC NON PROFIT ORGANIZATIONS

    $3,802
    WATERTOWN, MA2024

    DONATION

    PERKINS SCHOOL

    $1,000
    WATERTOWN, MA2024

    DONATION

    JACOBS PILLOW

    $11,000
    BECKET, MN2023

    DONATION

    TABOR ACADEMY

    $10,000
    MARION, MA2023

    SCHOLORSHIP

    VARIOUS MISC NON PROFIT ORGANIZATIONS

    $5,402
    WATERTOWN, MA2023

    DONATION

    PERKINS SCHOOL

    $1,000
    WATERTOWN, MA2023

    DONATION