Alan J Schottenstein Foundation
The Alan J Schottenstein Foundation is a private foundation based in Newton, Massachusetts. In filing year 2025, it reported giving $132,300 through 10 grants to charitable organizations in Massachusetts and Florida.
Alan J Schottenstein Foundation at a glance
In short: Alan J Schottenstein Foundation gave $132K across 10 grants in 2025 (avg $13K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $132,300
- +34.7% vs 2024
- Grants made (2025)
- 10
- +0.0% vs 2024
- Average grant
- $13,230
- +34.7% vs 2024
- Median grant
- $10,000
- Total assets
- $2,581,150
- -0.3% vs 2024
- Primary geography
- Massachusetts (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Alan J Schottenstein Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 80 Berkeley St, Newton, MA 02465
Phone: (415) 971-0146
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Alan J Schottenstein Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Etinan Childrens Scholarship Education Foundation ($25K). Together the top 10 received $132K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 51% of grant dollars went to recipients in Massachusetts and 49% went to recipients in Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
How Alan J Schottenstein Foundation gives
- 70% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $10K (2023) to $132K (2025). In 2025 it made 10 grants totaling $132K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Etinan Childrens Scholarship Education Foundation Randolph, MA | General | $25,000 |
| Wily Network Newton, MA | General | $25,000 |
| Beth Israel Lahey Health Inc Cambridge, MA | General | $17,300 |
| Sarasota Orchestra Sarasota, FL | General | $15,000 |
| Florida Studio Theatre Sarasota, FL | General | $10,000 |
| Ringling College of Art and Design Sarasota, FL | General | $10,000 |
| Senior Friendship Centers Inc Sarasota, FL | General | $10,000 |
| TWLOHA Inc Melbourne, FL | General | $10,000 |
| All Faith Food Bank Inc Sarasota, FL | General | $5,000 |
| Children First Inc Sarasota, FL | General | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,581,150 | $147,375 | $155,892 | $132,300 | 10 | $135,525 | $128,204 | $142,567 |
| 2024 | $2,589,667 | $86,134 | $122,302 | $98,200 | 10 | $102,335 | $77,397 | $136,405 |
| 2023 | $2,625,835 | $2,654,723 | $28,888 | $10,000 | 1 | $10,000 | $67,955 | $108,198 |
Under IRS private-foundation payout rules, Alan J Schottenstein Foundation reported a distributable amount of $143K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees included organizations working in areas such as senior services, mental health and recovery, theatre, and children and family well-being. Senior Friendship Centers describes its mission as supporting health, dignity, and quality of life as people age; TWLOHA describes its work as offering hope and help to people struggling with depression, addiction, self-injury, and suicide. Florida Studio Theatre says it aims to make theatre affordable and accessible, while Children First describes its mission as strengthening children and families through development, education, health, and well-being.
Grantmaking
In 2025, the foundation made 10 grants totaling $132,300. Grants ranged from $5,000 to $25,000, with a median of $10,000. Its largest grants included $25,000 each to Etinan Childrens Scholarship Education Foundation and Wily Network, and $17,300 to Beth Israel Lahey Health Inc. Other grants included $15,000 to Sarasota Orchestra and $10,000 each to Florida Studio Theatre, Ringling College of Art and Design, Senior Friendship Centers, and TWLOHA.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Donald W Anderson, Lois E Scottenstein, and Tamara Shepard as directors.
Alan J Schottenstein Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Donald W. Anderson
Director
On filings since 2023
0.1 hrs/week
No compensation reported
Lois E. Scottenstein
Director
On filings since 2023
1 hr/week
No compensation reported
Tamara Shepard
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Alan J Schottenstein Foundation
How much does Alan J Schottenstein Foundation give each year?
Alan J Schottenstein Foundation gave $132K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $98K across 10 grants.
What is Alan J Schottenstein Foundation's typical grant size?
Alan J Schottenstein Foundation's median grant in 2025 was $10,000, and its average grant was $13,230, across 10 grants on its 2025 IRS Form 990-PF.
Where does Alan J Schottenstein Foundation give grants?
Alan J Schottenstein Foundation gives mostly in Massachusetts: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (49%). The most frequent recipient cities were Sarasota, FL (6 grants).
Does Alan J Schottenstein Foundation give general operating support?
Yes: 100% of Alan J Schottenstein Foundation's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Alan J Schottenstein Foundation's largest grantees?
Alan J Schottenstein Foundation's largest 2025 grantees include Etinan Childrens Scholarship Education Foundation ($25,000), Wily Network ($25,000) and Beth Israel Lahey Health Inc ($17,300), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Alan J Schottenstein Foundation?
Alan J Schottenstein Foundation reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $136K in qualifying distributions that year, against a required minimum of $143K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Alan J Schottenstein Foundation fund?
No mission statement for the foundation is provided. Its 2025 grantees included organizations working in areas such as senior services, mental health and recovery, theatre, and children and family well-being. See mission & focus areas ↑
How do I apply for a grant from Alan J Schottenstein Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Alan J Schottenstein Foundation's EIN?
Alan J Schottenstein Foundation's EIN (Employer Identification Number) is 61-2055147. IRS Form 990 filing data is available on this page for 2023–2025.
Does Alan J Schottenstein Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2023–2024
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Cite this profile
Grantable. (2026). Alan J Schottenstein Foundation funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/alan-j-schottenstein-foundation-morg_5757c85c5ed641a18cfa356d083f0bca
BibTeX
@misc{grantable_612055147_2026,
author = {{Grantable}},
title = {{Alan J Schottenstein Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/alan-j-schottenstein-foundation-morg_5757c85c5ed641a18cfa356d083f0bca},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Alan J Schottenstein Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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