Kevin T Szocik Scholarship Fund is a private foundation focused on Education, based in LUNENBURG, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $120K in total assets. In 2025, it awarded 3 grants totaling $7K. Net investment income was $6K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$120K
+1.6% YoY
Annual Giving
$7K
-4.2% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$2K
-4.2% YoY
About Kevin T Szocik Scholarship Fund
Based on IRS filings
Kevin T Szocik Scholarship Fund is a private foundation focused on Education, based in LUNENBURG, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $120K in total assets. In 2025, it awarded 3 grants totaling $7K. Net investment income was $6K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $119,691 | $117,781 | $122,173 |
| Revenue | $9,822 | $3,560 | $4,334 |
| Expenses | $7,912 | $7,952 | $6,949 |
| Qualifying Distributions | $6,895 | $7,200 | $6,170 |
| Net Investment Income | $5,539 | $6,741 | $5,551 |
| Distributable Amount | $7,936 | $6,419 | $5,868 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS SZOCIK | PRESIDENT | 1 | — |
| SHEILA SZOCIK | TREASURER | 1 | — |
| JEREMY KULLMAN | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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