Joseph & Carolyn Shachtman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT COLLINS, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 2 grants totaling $50K. Net investment income was $148K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+9.7% YoY
Annual Giving
$50K
-11.6% YoY
Grant Count
2
-66.7% YoY
Avg Grant Size
$25K
+165.2% YoY
Under IRS private-foundation payout rules, Joseph & Carolyn Shachtman reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph & Carolyn Shachtman
Based on IRS filings
Joseph & Carolyn Shachtman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT COLLINS, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 2 grants totaling $50K. Net investment income was $148K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,000,918 | $912,682 | $910,939 |
| Revenue | $166,876 | $80,213 | $68,309 |
| Expenses | $72,056 | $75,595 | $82,279 |
| Qualifying Distributions | $52,577 | $58,873 | $62,389 |
| Net Investment Income | $148,382 | $63,691 | $51,770 |
| Distributable Amount | $62,014 | $55,142 | $55,710 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Colorado State University Foundation ($30,000), Congregation Har Shalom ($19,692).
| Recipient | Purpose | Amount |
|---|---|---|
| CONGREGATION HAR SHALOM POTOMAC, MD | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $19,692 |
| COLORADO STATE UNIVERSITY FOUNDATION FORT COLLINS, CO | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR WILLIAM A SHACHTMAN | PRESIDENT | 1 | — |
| ROBERT E SHACHTMAN | CHIEF FINANCIAL OFFICER | 1 | — |
| JUDITH A SCHWARTZ | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph & Carolyn Shachtman?
Joseph & Carolyn Shachtman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT COLLINS, CO. It holds $1.0M in total assets as of 2024.
How large is Joseph & Carolyn Shachtman?
As of 2024, Joseph & Carolyn Shachtman holds $1.0M in total assets with $167K in annual revenue. It awarded 2 grants totaling $50K in 2024.
Where does Joseph & Carolyn Shachtman operate?
Joseph & Carolyn Shachtman has awarded grants in California, Colorado, Georgia, Hawaii, Illinois, Maryland, New York.
What size grants does Joseph & Carolyn Shachtman award?
In 2024, Joseph & Carolyn Shachtman awarded 2 grants totaling $50K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Joseph & Carolyn Shachtman required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph & Carolyn Shachtman reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph & Carolyn Shachtman's EIN?
Joseph & Carolyn Shachtman's EIN (Employer Identification Number) is 95-4830697. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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