Kevin T Szocik Scholarship Fund
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.
Kevin T Szocik Scholarship Fund at a glance
In short: Kevin T Szocik Scholarship Fund gave $7K across 3 grants in 2025 (avg $2K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,895
- -4.2% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $2,298
- -4.2% vs 2024
- Median grant
- $3,000
- Total assets
- $119,691
- +1.6% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Kevin T Szocik Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Lunenburg Athletic Dept ($895).
Organizations only. It also paid 2 individual scholarships ($6,000), which are not listed by name.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Kevin T Szocik Scholarship Fund gives
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2020) to $7K (2024). In 2025 it made 3 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $6,000 |
| Lunenburg Athletic Dept Lunenburg, MA | AWARD | $895 |
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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 | $119,691 | $9,822 | $7,912 | $6,895 | 3 | $6,895 | $5,539 | $7,936 |
| 2024 | $117,781 | $3,560 | $7,952 | $7,200 | 3 | $7,200 | $6,741 | $6,419 |
| 2023 | $122,173 | $4,334 | $6,949 | $6,170 | 3 | $6,170 | $5,551 | $5,868 |
| 2022 | $124,788 | $1,230 | $7,185 | $6,200 | 3 | $6,370 | $4,805 | $6,734 |
| 2021 | $132,929 | $7,822 | $6,158 | $5,275 | 3 | — | $3,176 | $6,590 |
| 2020 | $131,265 | $5,869 | $6,034 | $5,000 | 2 | — | $4,574 | $6,326 |
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.
Leadership & Key People
Officers and directors from IRS filings
Kevin T Szocik Scholarship Fund is led by Thomas Szocik, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Thomas Szocik
President
On filings since 2020
1 hr/week
No compensation reported
Jeremy Kullman
Trustee
On filings since 2020
1 hr/week
No compensation reported
Sheila Szocik
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Kevin T Szocik Scholarship Fund
How much does Kevin T Szocik Scholarship Fund give each year?
Kevin T Szocik Scholarship Fund gave $7K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 3 grants.
What is Kevin T Szocik Scholarship Fund's typical grant size?
Kevin T Szocik Scholarship Fund's median grant in 2025 was $3,000, and its average grant was $2,298, across 3 grants on its 2025 IRS Form 990-PF.
Where does Kevin T Szocik Scholarship Fund give grants?
Kevin T Szocik Scholarship Fund gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Kevin T Szocik Scholarship Fund give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Kevin T Szocik Scholarship Fund's 2025 IRS Form 990-PF were described as general or operating support.
How large is Kevin T Szocik Scholarship Fund?
Kevin T Szocik Scholarship Fund reported $120K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $8K (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 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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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