Shatz Schwartz and Fentin
Shatz Schwartz and Fentin is a private foundation, based in Springfield, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2K in total assets. In 2025, it awarded 36 grants totaling $10K. Net investment income was $3.
Key facts about Shatz Schwartz and Fentin
- EIN
- 04-2712836
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $10,050
- Grants made (2025)
- 36
- Average grant
- $279
- Median grant
- $250
- New grantees (estimate)
- 31% first-time grantees (11 of 36, 2025)
- Total assets
- $1,786
- Primary geography
- Massachusetts (96% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Shatz Schwartz and Fentin funds
By grant dollars, the top recipient states for Shatz Schwartz and Fentin's 36 itemized 2025 grants were Massachusetts (96%). The most frequent recipient cities were Springfield, MA (20 grants), Westfield, MA (3 grants), Northampton, MA (3 grants) and Chicopee, MA (2 grants). None of its 36 grants with a stated purpose were described as general or operating support.
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 IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Shatz Schwartz and Fentin
- How to evaluate Shatz Schwartz and Fentin as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Shatz Schwartz and Fentin with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2K
+56.7% YoY
Annual Giving
$10K
-3.4% YoY
Grant Count
36
+5.9% YoY
Avg Grant Size
$279.167
-8.7% YoY
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.
About Shatz Schwartz and Fentin
Based on IRS filings
Shatz Schwartz and Fentin is a private foundation, based in Springfield, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2K in total assets. In 2025, it awarded 36 grants totaling $10K. Net investment income was $3.
Ready to take the next step with Shatz Schwartz and Fentin?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 36 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,786 | $1,140 | $3,836 |
| Revenue | $10,696 | $7,704 | $12,631 |
| Expenses | $10,050 | $10,400 | $9,600 |
| Qualifying Distributions | $10,050 | $10,400 | $9,600 |
| Net Investment Income | $3 | $2 | $4 |
| Distributable Amount | $293 | $203 | $409 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
160 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include United Way of Pioneer Valley ($1,000), Domus Inc ($500), Home City Development Inc ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY OF PIONEER VALLEY Springfield, MA | SUPPORT TO AREA NON PROFIT ORGS | $1,000 |
| DOMUS INC Westfield, MA | PROVIDE SUPPORT/ HOUSING TO HOMELESS | $500 |
| HOME CITY DEVELOPMENT INC Springfield, MA | RESTORE REPLACE SUBSTANDARD HOUSING | $500 |
| JEWISH FAMILY SERVICES Springfield, MA | PROVIDE SOCIAL SERVICES TO IND & FAM | $500 |
| SPRINGFIELD MUSEUMS CORPORATION Springfield, MA | BUILDING CONNECTIONS, BROADENING CON | $500 |
| STCC FOUNDATION Springfield, MA | TO HELP STCC MEET ITS GOALS AND COMM | $500 |
| TRANSHEALTH INC Florence, MA | TO EMPOWER TRANS & GENDER DIVERSE | $500 |
| VALLEY OPPORTUNITY COUNCIL INC Chicopee, MA | COMMUNITY ACTION ORGANIZATION | $500 |
| WAY FINDERS Springfield, MA | CORPORATE AND COMMUNITY WELLNESS | $500 |
| NORTHAMPTON SURVIVAL CENTER INC Northampton, MA | IMPR QUALITY OF LIFE FOR LOW INCOME | $300 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Steven J Schwartz | Trustee | 1 | — |
| Timothy P Mulhern | Trustee | 1 | — |
| Michele J Feinstein | Trustee | 1 | — |
| Michael a Fenton | Trustee | 1 | — |
Frequently Asked Questions
How large is Shatz Schwartz and Fentin?
As of 2025, Shatz Schwartz and Fentin holds $2K in total assets with $11K in annual revenue. It awarded 36 grants totaling $10K in 2025.
Where does Shatz Schwartz and Fentin operate?
Shatz Schwartz and Fentin has awarded grants in Connecticut, District of Columbia, Florida, Georgia, Illinois, Kansas, Louisiana, Massachusetts, Maryland, Michigan, New York, Oklahoma, Pennsylvania, Tennessee, Utah, Virginia.
What size grants does Shatz Schwartz and Fentin award?
In 2025, Shatz Schwartz and Fentin awarded 36 grants totaling $10K — an average of about $279.167 per grant, based on its IRS Form 990 filings.
How much is Shatz Schwartz and Fentin required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Shatz Schwartz and Fentin reported a distributable amount of $293 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Shatz Schwartz and Fentin's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Community Foundation of Western
Springfield, MA
Assets
$292.1M
Grants
392
Total Given
$22.4M
The Beveridge Family Foundation
West Newbury, MA
Assets
$67.1M
Grants
135
Total Given
$2.5M
Ge Aerospace Foundation
Norwalk, CT
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
Assets
$83.3M
Grants
144
Total Given
$67.7M
Synchrony Foundation
Stamford, CT
Assets
$72.3M
Grants
394
Total Given
$20.5M
Fidelity Foundation
Boston, MA
Assets
$5.0B
Grants
4,430
Total Given
$156.2M
Boston Foundation Inc
Boston, MA
Assets
$2.1B
Grants
2,046
Total Given
$169.9M
Eastern Bank Foundation
Wakefield, MA
Assets
—
Grants
1,786
Total Given
$19.0M
Analog Devices Foundation
Boston, MA
Assets
—
Grants
1,177
Total Given
$1.9M
Enterprise Holdings Foundation
Saint Louis, MO
Assets
—
Grants
9,499
Total Given
$73.1M
Verizon Foundation
Basking Ridge, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
The Pfizer Foundation Inc
New York, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
More Funders in Massachusetts
Data last updated September 2026. Sourced from IRS Form 990-PF filings.