Schatz Family Foundation
The Schatz Family Foundation is a private foundation based in Addison, Vermont. It reported 38 grants totaling $42,074 in 2024, supporting charitable organizations in Vermont and other states.
Schatz Family Foundation at a glance
In short: Schatz Family Foundation gave $42K across 38 grants in 2024 (avg $1K), top state Vermont. 13% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $42,074
- -29.5% vs 2023
- Grants made (2024)
- 38
- +2.7% vs 2023
- Average grant
- $1,107
- -31.3% vs 2023
- Median grant
- $1,000
- Total assets
- $700,280
- +12.9% vs 2023
- New grantees (estimate)
- 13% first-time grantees (5 of 38, 2024)
- Primary geography
- Vermont (41% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Schatz Family 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: 2324 Mountain Rd, Addison, VT 05491
Phone: (615) 254-7197
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Schatz Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was The Nature Conservatory ($5K). Together the top 10 received $20K.
Grant Size Distribution
159 grants across all recorded years
The most common grant size was under $50K: 159 grants of 159 (100%).
Geographic Focus
Where this funder awards grants
In 2024, Vermont recipients received 41% of grant dollars, followed by recipients in Virginia (17%), New York (12%), Tennessee (12%), and Massachusetts (5%).
Grant Distribution by State
Share of 2024 grant dollars across all 38 itemized grants.
States
Cities
Is Schatz Family Foundation open to new grantees?
13%
first-time grantees, 2024
In 2024, 5 of 38 grantees (13%) were first-time recipients. First grants averaged $571; repeat grants $1K. How we count
Medians: $500 first-time, $1K repeat.
- 79% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+2%). Method
- In 2024 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2020 to 2024, annual grant giving ranged from $24K (2022) to $60K (2023). In 2024 it made 38 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Nature Conservatory Arlington, VA | General | $5,000 |
| Shelborne Farms Shelburne, VT | General | $2,500 |
| Shelburne Museum Shelburne, VT | General | $2,500 |
| Flynn Center for the Performance Arts Burlington, VT | General | $2,000 |
| University School of Nashville Nashville, TN | General | $2,000 |
| Vergennes Partnership Inc Vergennes, VT | General | $1,500 |
| Vermont Public Radio Colchester, VT | General | $1,200 |
| Environmental Defense Fund New York, NY | General | $1,008 |
| 350 Boston, MA | General | $1,000 |
| Addison Volunteer Fire Department Addison, NY | General | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $700,280 | $150,076 | $51,438 | $42,074 | 38 | $42,074 | $139,427 | $40,874 |
| 2023 | $620,396 | $34,863 | $66,427 | $59,668 | 37 | $59,668 | $28,104 | $34,417 |
| 2022 | $649,632 | $22,478 | $31,576 | $24,322 | 22 | $24,322 | $16,576 | $35,710 |
| 2021 | $663,425 | $158,885 | $47,788 | $41,133 | 35 | $41,133 | $50,751 | $34,458 |
| 2020 | $549,845 | $24,535 | $43,568 | $37,077 | 27 | — | $19,626 | $30,083 |
Under IRS private-foundation payout rules, Schatz Family Foundation reported a distributable amount of $41K for 2024 — 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 2024 grants show support for organizations with varied missions. For example, Shelburne Museum says its mission is to broaden its audience’s curiosity and creativity through an educational museum experience. University School of Nashville says it fosters students’ intellectual, artistic, and athletic potential. Environmental Defense Fund describes its mission as preserving natural systems and finding practical, lasting solutions to environmental problems.
Grantmaking
In 2024, the foundation made 38 grants totaling $42,074. Grants ranged from $100 to $5,000, with a median grant of $1,000. All listed 2024 grant purposes are “general.”
Among the largest grants were $5,000 to The Nature Conservatory; $2,500 each to Shelburne Farms and Shelburne Museum; $2,000 each to Flynn Center for the Performing Arts and University School of Nashville; and $1,500 to Vergennes Partnership Inc. Other grants included $1,200 to Vermont Public Radio and $1,008 to Environmental Defense Fund.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Robert D Schatz and Lisa G Schatz as trustees.
Schatz Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Lisa G. Schatz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Robert D. Schatz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Schatz Family Foundation
How much does Schatz Family Foundation give each year?
Schatz Family Foundation gave $42K across 38 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $60K across 37 grants.
What is Schatz Family Foundation's typical grant size?
Schatz Family Foundation's median grant in 2024 was $1,000, and its average grant was $1,107, across 38 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Schatz Family Foundation that year got $571 on average.
Where does Schatz Family Foundation give grants?
Schatz Family Foundation's top state is Vermont, with 41% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Virginia (17%) and New York (12%). The most frequent recipient cities were Burlington, VT (5 grants), Nashville, TN (3 grants), Arlington, VA (2 grants) and Shelburne, VT (2 grants).
Does Schatz Family Foundation give general operating support?
Yes: 100% of Schatz Family Foundation's 2024 grants with a stated purpose (38 of 38) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Schatz Family Foundation's largest grantees?
Schatz Family Foundation's largest 2024 grantees include The Nature Conservatory ($5,000), Shelborne Farms ($2,500) and Shelburne Museum ($2,500), according to its 2024 IRS Form 990-PF. Together they received 24% of its itemized 2024 grant dollars.
How large is Schatz Family Foundation?
Schatz Family Foundation reported $700K in total assets on its 2024 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).
What does Schatz Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied missions. For example, Shelburne Museum says its mission is to broaden its audience’s curiosity and creativity through an educational museum experience. See mission & focus areas ↑
How do I apply for a grant from Schatz Family 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 Schatz Family Foundation's EIN?
Schatz Family Foundation's EIN (Employer Identification Number) is 45-4099456. IRS Form 990 filing data is available on this page for 2020–2024.
Does Schatz Family 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
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