Shatz Schwartz and Fentin

Private foundation · Grantmaker Springfield, MA EIN: 04-2712836

Shatz Schwartz and Fentin is a private foundation based in Springfield, Massachusetts. Its 2025 filing reports grants to nonprofit organizations, including organizations working in housing, social services, health care, education, and community support.

Shatz Schwartz and Fentin at a glance

In short: Shatz Schwartz and Fentin gave $10K across 36 grants in 2025 (avg $279.167), mostly in Massachusetts. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$10,050
-3.4% vs 2024
Grants made (2025)
36
+5.9% vs 2024
Average grant
$279
-8.7% vs 2024
Median grant
$250
Total assets
$1,786
+56.7% vs 2024
New grantees (estimate)
31% first-time grantees (11 of 36, 2025)
Primary geography
Massachusetts (96% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Shatz Schwartz and Fentin

How to Apply

Contact Timothy P. Mulhern. The filing states that there is no required format, no deadline, and no restrictions on awards. It also states that giving is not restricted to preselected organizations.

Contact

Application contact: Timothy P Mulhern
Mailing address: 1441 Main St Ste 1100, Springfield, MA 01103-1406
Phone: (413) 737-1131

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Shatz Schwartz and Fentin funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

United Way of Pioneer Valley: $1KUnited Way of Pioneer Valley$1KDomus Inc: $500Domus Inc$500Home City Development Inc: $500Home City Development Inc$500Jewish Family Services: $500Jewish Family Services$500Springfield Museums Corporation: $500Springfield MuseumsCorporation$500STCC Foundation: $500STCC Foundation$500Transhealth Inc: $500Transhealth Inc$500Valley Opportunity Council Inc: $500Valley Opportunity Council Inc$500Way Finders: $500Way Finders$500Northampton Survival Center Inc: $300Northampton Survival CenterInc$300

The largest 2025 recipient was United Way of Pioneer Valley ($1K). Together the top 10 received $5K.

Grant Size Distribution

160 grants across all recorded years

160<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 160 grants of 160 (100%).

Geographic Focus

Where this funder awards grants

In 2025, 96% of grant dollars went to recipients in Massachusetts, 3% to Illinois, 1% to Louisiana, and less than 1% to the District of Columbia.

Grant Distribution by State

16states

Share of 2025 grant dollars across all 36 itemized grants.

Cities

SpringfieldWestfieldNorthamptonChicagoChicopeeFlorenceAmherstHatfieldLongmeadowWorcesterBostonHampdenMontereyWest SpringfieldAgawamAlbanyAshfieldAtlantaBaltimoreBaton Rouge

Is Shatz Schwartz and Fentin open to new grantees?

31%

first-time grantees, 2025

In 2025, 11 of 36 grantees (31%) were first-time recipients. First grants averaged $132; repeat grants $344. How we count

Medians: $100 first-time, $250 repeat.

  • 67% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−15%). Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). 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

$0$5K$10K$15K30 grants2021 31 grants2022 29 grants2023 34 grants2024 36 grants2025

From 2021 to 2025, annual grant giving ranged from $10K (2023) to $12K (2022). In 2025 it made 36 grants totaling $10K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
United Way of Pioneer Valley Springfield, MASupport to Area Non Profit Orgs$1,000
Domus Inc Westfield, MAProvide Support/ Housing to Homeless$500
Home City Development Inc Springfield, MARestore Replace Substandard Housing$500
Jewish Family Services Springfield, MAProvide Social Services to Ind & Fam$500
Springfield Museums Corporation Springfield, MABuilding Connections, Broadening Con$500
STCC Foundation Springfield, MATo Help STCC Meet Its Goals and Comm$500
Transhealth Inc Florence, MATo Empower Trans & Gender Diverse$500
Valley Opportunity Council Inc Chicopee, MACommunity Action Organization$500
Way Finders Springfield, MACorporate and Community Wellness$500
Northampton Survival Center Inc Northampton, MAImpr Quality of Life for Low Income$300
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,786$10,696$10,050$10,05036$10,050$3$293
2024$1,140$7,704$10,400$10,40034$10,400$2$203
2023$3,836$12,631$9,600$9,60029$9,600$4$409
2022$805$10,941$11,825$11,82531$11,825$3$294
2021$1,689$10,564$10,025$10,02530—$3$311

Under IRS private-foundation payout rules, Shatz Schwartz and Fentin reported a distributable amount of $293 for 2025 — 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 2025 grants include support for organizations whose stated work spans several areas. For example, Valley Opportunity Council says it works to reduce poverty and improve quality of life for low- and moderate-income neighbors in Greater Hampden County. Home City Development says it works to provide decent, affordable housing and support neighborhood growth. Transhealth describes itself as a health care center supporting and empowering trans and gender-diverse people and families. Springfield Museums says it cares for art, history, and science collections and makes them accessible for educational, recreational, and informational purposes.

Grantmaking

In filing year 2025, the foundation made 36 grants totaling $10,050. Grants ranged from $50 to $1,000, with a median of $250. The largest listed grant was $1,000 to United Way of Pioneer Valley. Other notable grants included $500 each to Domus Inc, Home City Development Inc, Jewish Family Services, Springfield Museums Corporation, STCC Foundation, Transhealth Inc, Valley Opportunity Council Inc, and Way Finders.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Steven J. Schwartz, Timothy P. Mulhern, Michele J. Feinstein, and Michael A. Fenton as trustees.

Shatz Schwartz and Fentin's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Steven J. Schwartz

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Timothy P. Mulhern

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Michael A. Fenton

    Trustee

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Michele J. Feinstein

    Trustee

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Gary S. Fentin (2021–2024) — Trustee
  • Former: James B. Sheils (2021–2024) — Trustee

Data from IRS Form 990 filings, 2021–2025. "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 Shatz Schwartz and Fentin

How much does Shatz Schwartz and Fentin give each year?

Shatz Schwartz and Fentin gave $10K across 36 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 34 grants.

What is Shatz Schwartz and Fentin's typical grant size?

Shatz Schwartz and Fentin's median grant in 2025 was $250, and its average grant was $279, across 36 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Shatz Schwartz and Fentin that year got $132 on average.

Where does Shatz Schwartz and Fentin give grants?

Shatz Schwartz and Fentin gives mostly in Massachusetts: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Springfield, MA (20 grants), Westfield, MA (3 grants), Northampton, MA (3 grants) and Chicopee, MA (2 grants).

Does Shatz Schwartz and Fentin give general operating support?

Not in 2025: none of the 36 grants with a stated purpose on Shatz Schwartz and Fentin's 2025 IRS Form 990-PF were described as general or operating support.

Who are Shatz Schwartz and Fentin's largest grantees?

Shatz Schwartz and Fentin's largest 2025 grantees include United Way of Pioneer Valley ($1,000), Domus Inc ($500) and Home City Development Inc ($500), according to its 2025 IRS Form 990-PF. Together they received 20% of its itemized 2025 grant dollars.

How large is Shatz Schwartz and Fentin?

Shatz Schwartz and Fentin reported $2K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $293 (roughly 5% of its investment assets).

What does Shatz Schwartz and Fentin fund?

No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose stated work spans several areas. See mission & focus areas ↑

How do I apply for a grant from Shatz Schwartz and Fentin?

Contact Timothy P. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Shatz Schwartz and Fentin's EIN?

Shatz Schwartz and Fentin's EIN (Employer Identification Number) is 04-2712836. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Shatz Schwartz and Fentin's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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