Szulik Family Foundation
Szulik Family Foundation is a private foundation, based in Raleigh, NC. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $12.2M in total assets. In 2024, it awarded 7 grants totaling $1.4M. Net investment income was $1.5M.
Szulik Family Foundation at a glance
In short: Szulik Family Foundation gave $1.4M across 7 grants in 2024 (avg $196K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,375,125
- +131.1% vs 2023
- Grants made (2024)
- 7
- +16.7% vs 2023
- Average grant
- $196,446
- +98.1% vs 2023
- Median grant
- $50,000
- Total assets
- $12,212,365
- +15.9% vs 2023
- Primary geography
- North Carolina (84% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Szulik Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Duke University ($1.1M across 2 grants). Together the top 6 received $1.4M.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 25 grants of 44 (57%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
How Szulik Family Foundation gives
- Giving grew 148% from 2021 to 2024. Method
- In 2024 it paid out 204% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $555K (2021) to $1.4M (2024). In 2024 it made 7 grants totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Duke University Durham, NC | General | $1,000,000 |
| Duke University Durham, NC | General | $150,000 |
| Third Option Foundation Reston, VA | General | $125,000 |
| St Charles Borromeo Catholic Church Arlington, VA | General | $50,000 |
| Buzzards Bay Coalition New Bedford, MA | General | $25,000 |
| Sam & Devorah Foundation for Trans Youth Chatham, NJ | General | $25,000 |
| From K-1 Pillar III-a Boston, MA | General | $125 |
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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 | $12,212,365 | $3,204,289 | $1,569,938 | $1,375,125 | 7 | $1,379,342 | $1,520,197 | $674,678 |
| 2023 | $10,538,234 | $377,237 | $792,644 | $595,000 | 6 | $598,100 | $315,677 | $605,790 |
| 2022 | $10,953,641 | $811,963 | $850,174 | $643,000 | 11 | $645,825 | $645,547 | $602,460 |
| 2021 | $10,991,852 | $1,318,047 | $675,198 | $555,000 | 13 | $557,500 | $1,246,032 | $639,949 |
| 2020 | $10,349,003 | $368,084 | $672,803 | $580,000 | 7 | — | $279,530 | $557,300 |
| 2019 | $10,653,722 | $811,762 | $717,397 | $580,000 | 9 | — | $687,615 | $581,129 |
Under IRS private-foundation payout rules, Szulik Family Foundation reported a distributable amount of $675K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Szulik Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kyle Szulik
Trustee
On filings since 2019
1 hr/week
No compensation reported
Matthew J. Szulik
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 Szulik Family Foundation
How much does Szulik Family Foundation give each year?
Szulik Family Foundation gave $1.4M across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $595K across 6 grants.
What is Szulik Family Foundation's typical grant size?
Szulik Family Foundation's median grant in 2024 was $50,000, and its average grant was $196,446, across 7 grants on its 2024 IRS Form 990-PF.
Where does Szulik Family Foundation give grants?
Szulik Family Foundation gives mostly in North Carolina: 84% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Virginia (13%). The most frequent recipient cities were Durham, NC (2 grants).
Does Szulik Family Foundation give general operating support?
Yes: 100% of Szulik Family Foundation's 2024 grants with a stated purpose (7 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Szulik Family Foundation's largest grantees?
Szulik Family Foundation's largest 2024 grantees include Duke University ($1,150,000 across 2 grants), Third Option Foundation ($125,000) and St Charles Borromeo Catholic Church ($50,000), according to its 2024 IRS Form 990-PF. Together they received 96% of its itemized 2024 grant dollars.
How large is Szulik Family Foundation?
Szulik Family Foundation reported $12.2M in total assets on its 2024 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $675K (roughly 5% of its investment assets).
What is Szulik Family Foundation's EIN?
Szulik Family Foundation's EIN (Employer Identification Number) is 27-6979466. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 10, 2020)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Szulik Family Foundation funds
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