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
Under IRS private-foundation payout rules, Kevin T Szocik Scholarship Fund reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with Kevin T Szocik Scholarship Fund?
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
Among its reported 2025 grants, the largest include Rylan Arnold ($3,000), Blake Buiwat ($3,000), Lunenburg Athletic Dept ($895).
| Recipient | Purpose | Amount |
|---|---|---|
| RYLAN ARNOLD LUNENBURG, MA | SCHOLARSHIP | $3,000 |
| BLAKE BUIWAT LUNENBURG, MA | SCHOLARSHIP | $3,000 |
| LUNENBURG ATHLETIC DEPT LUNENBURG, MA | AWARD | $895 |
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
Frequently Asked Questions
What is Kevin T Szocik Scholarship Fund?
Kevin T Szocik Scholarship Fund is a private foundation focused on Education, based in LUNENBURG, MA. It holds $120K in total assets as of 2025.
How large is Kevin T Szocik Scholarship Fund?
As of 2025, Kevin T Szocik Scholarship Fund holds $120K in total assets with $10K in annual revenue. It awarded 3 grants totaling $7K in 2025.
Where does Kevin T Szocik Scholarship Fund operate?
Kevin T Szocik Scholarship Fund has awarded grants in Massachusetts.
What size grants does Kevin T Szocik Scholarship Fund award?
In 2025, Kevin T Szocik Scholarship Fund awarded 3 grants totaling $7K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Kevin T Szocik Scholarship Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Kevin T Szocik Scholarship Fund reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Kevin T Szocik Scholarship Fund's EIN?
Kevin T Szocik Scholarship Fund's EIN (Employer Identification Number) is 04-3581341. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Kevin T Szocik Scholarship Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Fidelity Foundation
BOSTON, MA
Assets
$5.0B
Grants
4,430
Total Given
$156.2M
Boston Foundation Inc
BOSTON, MA
Assets
$1.9B
Grants
2,046
Total Given
$169.9M
Bny Mellon Charitable Gift Fund
BOSTON, MA
Assets
$2.0M
Grants
1,503
Total Given
$720.2M
Analog Devices Foundation
BOSTON, MA
Assets
$35.8M
Grants
1,158
Total Given
$2.0M
Combined Jewish Philanthropies of Greater Boston Inc
BOSTON, MA
Assets
$2.3B
Grants
1,105
Total Given
$322.3M
Barr Foundation
BOSTON, MA
Assets
$1.9B
Grants
903
Total Given
$123.2M
Liberty Mutual Foundation Inc
BOSTON, MA
Assets
$46.1M
Grants
706
Total Given
$50.6M
Cummings Foundation Grants Inc (fka Oneworld Boston Inc)
WOBURN, MA
Assets
$258.2M
Grants
658
Total Given
$38.2M
American Tower Corporation Foundation
BOSTON, MA
Assets
$15.4M
Grants
632
Total Given
$1.7M
The Stephen Phillips Memorial
BOSTON, MA
Assets
$41.6M
Grants
520
Total Given
$5.1M
Berkshire Bank Foundation Inc
PITTSFIELD, MA
Assets
$17.1M
Grants
478
Total Given
$2.0M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Kevin T Szocik Scholarship Fund on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Kevin T Szocik Scholarship Fund to a real strategy.