Schatz Family Foundation

ADDISON, VT EIN: 45-4099456

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

Annual Giving

$42K

-29.5% YoY

Grant Count

38

+2.7% YoY

Avg Grant Size

$1K

-31.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$30K$45K$60K27 grants202035 grants202122 grants202237 grants202338 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE NATURE CONSERVATORY$5KSHELBORNE FARMS$3KSHELBURNE MUSEUM$3KFLYNN CENTER FOR THE PER…$2KUNIVERSITY SCHOOL OF NAS…$2KVERGENNES PARTNERSHIP INC$2KVERMONT PUBLIC RADIO$1KENVIRONMENTAL DEFENSE FUND$1K350$1KADDISON VOLUNTEER FIRE D…$1K

Grant Size Distribution

159 grants across all recorded years

159<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Schatz Family Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT D SCHATZTRUSTEE1
LISA G SCHATZTRUSTEE1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

14states
+6 more states

Cities

ADDISIONADDISONAMHERSTANNAPOLISARLINGTONBOSTONBURLINGTONCLAREMONTCOLCHESTERFORT COLLINSFRANKLINITHACALINCOLNMIDDLEBURYMONTGOMERYMONTPELIERMOORESTOWNNASHVILLENEW YORKPARK BARRE

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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