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Springwell Inc

Public charity · Grantmaker Waltham, MA EIN: 04-2616064 Website

Springwell Inc is a public charity based in Waltham, Massachusetts. It is a private, nonprofit organization that provides and coordinates services for older adults, people with disabilities, and caregivers, with a stated commitment to supporting independent living in the community.

Springwell Inc at a glance

In short: Springwell Inc gave $260K across 12 grants in 2025 (avg $22K), mostly in Massachusetts. 0% of 2025 grantees were new. Source: 2025 IRS Form 990.

Annual giving (2025)
$259,988
+0.0% vs 2024
Grants made (2025)
12
+0.0% vs 2024
Average grant
$21,666
+0.0% vs 2024
Median grant
$14,880
Total assets
$43,740,559
-9.8% vs 2024
New grantees (estimate)
0% first-time grantees (0 of 10, 2025; small sample)
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

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

How to apply to Springwell Inc

How to Apply

The available materials describe submitting a letter of intent and a completed proposal for the specified request for proposals. The 2025 materials required electronic submissions and said proposals had to be complete and on time to be considered.

Review Cycle
The 2025 legal-services request required letters of intent by August 8, 2025, and proposals by August 22, 2025; both deadlines have passed.
Deadline
The 2025 legal-services request required letters of intent by August 8, 2025, and proposals by August 22, 2025; both…
Contact

Mailing address: 307 Waverly Oaks Road 205, Waltham, MA 02452
Phone: (617) 926-4100
Website: https://springwell.com

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

Who Springwell Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Metrowest Legal Services: $110KMetrowest Legal Services$110KHudson COA: $31KHudson COA$31KHealthy Waltham: $24K across 2 grantsHealthy Waltham$24K · 2 grantsGreater Boston Chinese: $23K across 2 grantsGreater Boston Chinese$23K · 2 grantsNewton Housing: $15KNewton Housing$15KWeston COA: $15KWeston COA$15KGood Shepard Community Care: $15KGood Shepard Community Care$15KMetrowest YMCA: $13KMetrowest YMCA$13KNatick COA: $9KNatick COA$9KEnhance Asian Community on Health Inc: $6KEnhance Asian Community onHealth Inc$6K

The largest 2025 recipient was Metrowest Legal Services ($110K). Together the top 10 received $260K.

Grant Size Distribution

51 grants across all recorded years

46<$50K2$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 46 grants of 51 (90%).

Geographic Focus

Where this funder awards grants

Springwell’s Area Agency on Aging service area comprises 22 Massachusetts communities: Ashland, Belmont, Brookline, Dover, Framingham, Holliston, Hopkinton, Hudson, Marlborough, Natick, Needham, Newton, Northborough, Sherborn, Southborough, Sudbury, Waltham, Watertown, Wayland, Wellesley, Westborough, and Weston. The 2025 grants listed in the filing all went to recipients in Massachusetts.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 12 itemized grants.

Cities

BostonFraminghamWalthamNewton HighlandsHudsonNatickNorthboroughWestonSherbornWaylandWellesley

Is Springwell Inc open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count

  • 100% of 2025 grantees were also funded in 2024. Method
  • Giving grew 173% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990 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$100K$200K$300K$400K4 grants2021 6 grants2022 17 grants2023 12 grants2024 12 grants2025

From 2021 to 2025, annual grant giving ranged from $84K (2021) to $385K (2023). In 2025 it made 12 grants totaling $260K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Metrowest Legal Services Framingham, MALegal Services$110,000
Hudson COA Hudson, MASocial Day Health MFCSP$30,992
Greater Boston Chinese Boston, MAThe program aims to enable a non-english speaking elderly population to increase their access to essential services, maintain their financial and health status so they can continue to live independently at home in the community.$15,000
Healthy Waltham Waltham, MAOutreach and Information & Assistance$15,000
Newton Housing Newton Highlands, MAThe goal of newton housing authoritys (NHA) cross cultural outreach and engagement program is to increase access to public benefits, community-based resources, and recreation events for low-income chinese and russian speaking populations in newton.$15,000
Weston COA Weston, MAFinancial Assistance$15,000
Good Shepard Community Care Newton Highlands, MAShort Term Overnight Stay$14,760
Metrowest YMCA Framingham, MAEducation - Diabetes Self Management Program$12,500
Natick COA Natick, MATransportation$8,910
Healthy Waltham Waltham, MAOther Services- Computer Education$8,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$43,740,559$119,463,998$116,574,438$259,98812$890,876
2024$48,500,100$109,385,134$104,487,186$259,98812$817,961
2023$43,286,662$98,073,652$94,603,557$384,55417$317,882
2022$26,869,035$61,604,301$59,026,851$95,3176$11,662
2021$23,019,805$51,833,689$49,912,348$84,2324$19,818

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

Springwell’s mission is to provide comprehensive services to older adults, individuals with disabilities, and caregivers, guided by a commitment to each person’s right to live independently in the community. Its 2024 filing describes work to help people access community resources and reduce their need for residential care. It reports programs in home care, nutrition and community services, protective services, and nursing home screening.

Springwell’s grantmaking includes services for older adults such as legal assistance, transportation, outreach, health education, technology education, and caregiver respite. Among its 2025 grantees, MetroWest Legal Services describes its mission as providing free civil legal services to low-income, elderly, disabled, and other disenfranchised people. Greater Boston Chinese Golden Age Center describes its mission as promoting the welfare and independence of Asian elders through culturally sensitive and linguistically appropriate programs. MetroWest YMCA describes a mission of improving people’s spiritual, mental, physical, and social quality of life; Enhance Asian Community on Health describes work to improve health and well-being through healthcare, social services, and arts and culture programs.

Grantmaking

In filing year 2025, Springwell reported 12 grants totaling $259,988. Grant amounts ranged from $6,000 to $110,000, with a median of $14,880. Its largest listed award was $110,000 to MetroWest Legal Services for legal services. Other awards included $30,992 to Hudson COA for a social day health program; $15,000 each to Greater Boston Chinese Golden Age Center, Healthy Waltham, Newton Housing, and Weston COA; and $14,760 to Good Shepherd Community Care for a short-term overnight stay.

Springwell’s website describes a proposal process for Older Americans Act-funded services. Its 2025 request for proposals sought legal-services proposals for federal fiscal year 2026, with awards of up to $110,000 and contracts renewable for one additional year subject to satisfactory performance and federal funding availability. The stated 2025 proposal deadlines have passed. The website says funding priorities are based on Older Americans Act requirements, community needs assessments, and the local Area Plan on Aging.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Harriet Merkowitz as president, Jeffrey Leland as vice president, Joe Bisol as treasurer, and Eileen Hsu-Balzer as clerk. Directors listed are Laura Shaw, Naomi Krasner, Wayne Johnson, Steven Zafron, Ann Cosgrove, and Judith Chasin.

Springwell Inc is led by Patricia Scheffler, CEO on every filing since 2021; 9 of 27 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Patricia Scheffler

    CEO

    On filings since 2021

    38 hrs/week

    $163K (2021) → $204K (2025)

  • Harriet Merkowitz

    President

    Vice President → President, 2025

    On filings since 2023

    1 hr/week

    No compensation reported

  • Arthur Avakian

    Director of It

    On filings since 2024

    38 hrs/week

    $114K (2024) → $124K (2025)

  • Ann Cosgrove

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Gerald O'Keefe

    Director

    Treasurer → Director, 2023

    On filings since 2021

    1 hr/week

    No compensation reported

  • Laura Shaw

    Director

    President → Director, 2025

    On filings since 2021

    1 hr/week

    No compensation reported

  • Naomi Krasner

    Director

    Clerk → Director, 2025

    On filings since 2021

    1 hr/week

    No compensation reported

  • Wayne Johnson

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Jane Shapiro

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Rosemary Mehl Balady

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Joel Bauman

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Judith Chasin

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Larry Griffin

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Sally Tipton

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Steven Zafron

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Debra Shaw

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Douglas Peck

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Andrew Mooradian

    It Systems Manager

    It Systems Manager → Manager of It, 2024

    Manager of It → It Systems Manager, 2025

    On filings since 2021

    38 hrs/week

    $105K (2021) → $114K (2025)

  • Kara Donellon

    CFO

    On filings since 2021

    38 hrs/week

    $162K (2021) → $170K (2025)

  • Kristen Letourneau-Luce

    COO

    On filings since 2021

    38 hrs/week

    $94K (2021) → $129K (2025)

  • Sarah Hubbard

    Chro

    Chief Human Resources Officer → Chro, 2025

    On filings since 2021

    38 hrs/week

    $103K (2021) → $112K (2025)

  • Beth Schultz

    Chief Community Engagement Officer

    On filings since 2023

    30 hrs/week

    $105K (2023) → $110K (2025)

  • Jennifer Darby

    Associate Director of Community Services

    Associate Director of Community Service → Associate Director of Community Services, 2025

    On filings since 2024

    38 hrs/week

    $103K (2024) → $101K (2025)

  • Laura Oberlander

    Chief Program Development Officer

    On filings since 2024

    38 hrs/week

    $99K (2024) → $107K (2025)

  • Eileen Hsu-Balzer

    Clerk

    Director → Clerk, 2025

    On filings since 2021

    1 hr/week

    No compensation reported

  • Jeffrey Leland

    Vice President

    Director → Vice President, 2025

    On filings since 2023

    1 hr/week

    No compensation reported

  • Joe Bisol

    Treasurer

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (8)
  • Former: Susan Peters (2023–2024) — Director
  • Former: Dalia Cohen (2024) — Director of Nutrition
  • Former: Jean E. Macquiddy (2021–2023) — Director
  • Former: Connie Koutoujian (2022–2023) — Director
  • Former: Yolanda Rodriguez (2021–2022) — Director
  • Former: Judy Chasin (2022) — Director
  • Former: Judith Singler (2021) — Director
  • Former: Marlene Hobel (2021) — Director

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.

Compensation Overview

From 2025 IRS filing

Patricia Scheffler — CEO: $204KPatricia SchefflerCEO$204KKara Donellon — CFO: $170KKara DonellonCFO$170KKristen Letourneau-Luce — COO: $129KKristen Letourneau-LuceCOO$129KArthur Avakian — Director of It: $124KArthur AvakianDirector of It$124KAndrew Mooradian — It Systems Manager: $114KAndrew MooradianIt Systems Manager$114KSarah Hubbard — Chro: $112KSarah HubbardChro$112KBeth Schultz — Chief Community Engagement Officer: $110KBeth SchultzChief Community Engagement…$110KLaura Oberlander — Chief Program Development Officer: $107KLaura OberlanderChief Program Development…$107KJennifer Darby — Assoc DIR of Community Services: $101KJennifer DarbyAssoc DIR of Community Services$101K

The highest reported compensation on the 2025 filing was $204K, to Patricia Scheffler (CEO). 9 officers or directors reported compensation on that filing.

Frequently asked questions about Springwell Inc

How much does Springwell Inc give each year?

Springwell Inc gave $260K across 12 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $260K across 12 grants.

What is Springwell Inc's typical grant size?

Springwell Inc's median grant in 2025 was $14,880, and its average grant was $21,666, across 12 grants on its 2025 IRS Form 990.

Where does Springwell Inc give grants?

Springwell Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Boston, MA (3 grants), Framingham, MA (2 grants), Newton Highlands, MA (2 grants) and Waltham, MA (2 grants).

Does Springwell Inc give general operating support?

Not in 2025: none of the 12 grants with a stated purpose on Springwell Inc's 2025 IRS Form 990 were described as general or operating support.

Who are Springwell Inc's largest grantees?

Springwell Inc's largest 2025 grantees include Metrowest Legal Services ($110,000), Hudson COA ($30,992) and Healthy Waltham ($23,500 across 2 grants), according to its 2025 IRS Form 990. Together they received 63% of its itemized 2025 grant dollars.

How large is Springwell Inc?

Springwell Inc reported $43.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $119.5M.

What does Springwell Inc fund?

Springwell’s mission is to provide comprehensive services to older adults, individuals with disabilities, and caregivers, guided by a commitment to each person’s right to live independently in the community. See mission & focus areas ↑

How do I apply for a grant from Springwell Inc?

The available materials describe submitting a letter of intent and a completed proposal for the specified request for proposals. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Springwell Inc's EIN?

Springwell Inc's EIN (Employer Identification Number) is 04-2616064. IRS Form 990 filing data is available on this page for 2021–2025.

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

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2021)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2022)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS November 9, 2023)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS November 8, 2024)
  5. Updated Form 990 for fiscal year 2025 (received by the IRS October 28, 2025)
  6. IRS filings on file for fiscal years 2021–2025

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Cite this profile

Grantable. (2026). Springwell Inc funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/springwell-inc-morg_1a20291ed7bf4695a75820d596cbd041

BibTeX
@misc{grantable_042616064_2026,
  author       = {{Grantable}},
  title        = {{Springwell Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/springwell-inc-morg_1a20291ed7bf4695a75820d596cbd041},
  note         = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Springwell Inc'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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