The Michael & Helen Schaffer Foundation

Foundation · Grantmaker Waltham, MA EIN: 02-0534424

The Michael & Helen Schaffer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Waltham, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.0M in total assets. In 2025, it awarded 18 grants totaling $369K. Net investment income was $830K.

Key facts about The Michael & Helen Schaffer Foundation

EIN
02-0534424
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$369,000
Grants made (2025)
18
Average grant
$20,500
Median grant
$17,500
New grantees (estimate)
61% first-time grantees (11 of 18, 2025)
Total assets
$4,967,440
Primary geography
Florida (62% 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 The Michael & Helen Schaffer Foundation funds

By grant dollars, the top recipient states for The Michael & Helen Schaffer Foundation's 18 itemized 2025 grants were Florida (62%), Massachusetts (11%) and New York (11%). The most frequent recipient cities were Miami, FL (3 grants) and Miami Beach, FL (3 grants). 6% of grants with a stated purpose were for general or operating support.

Is The Michael & Helen Schaffer Foundation open to new grantees?

61%

first-time grantees, 2025

In 2025, 11 of 18 grantees (61%) were first-time recipients. First grants averaged $18K; repeat grants $25K. How we count

Medians: $15K first-time, $20K repeat.

  • 28% of 2025 grantees were also funded in 2024. Method
  • Giving grew 83% from 2022 to 2025. Method
  • In 2025 it paid out 134% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.0M

+7.1% YoY

Annual Giving

$369K

+70.3% YoY

Grant Count

18

+80.0% YoY

Avg Grant Size

$21K

-5.4% YoY

Under IRS private-foundation payout rules, The Michael & Helen Schaffer Foundation reported a distributable amount of $373K for 2025 — the minimum it must pay out in qualifying distributions.

About The Michael & Helen Schaffer Foundation

Based on IRS filings

The Michael & Helen Schaffer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Waltham, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.0M in total assets. In 2025, it awarded 18 grants totaling $369K. Net investment income was $830K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of all 18 itemized 2025 grant dollars.

Cities

Miami BeachBostonMiamiBoca RatonWestburyCoconut GroveNewburyportWernersvilleCambridgeChicagoEstes ParkNew YorkBala CynwydBeverly HillsBrooklineBryn MawrCohassetEdenFalmouthHollywood

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$249K$498K$747K$996K202020212022202320242025
Metric202520242023
Total Assets$4,967,440$4,636,113$4,817,933
Revenue$905,556$238,370$222,326
Expenses$574,229$420,190$390,902
Qualifying Distributions$498,187$344,014$312,004
Net Investment Income$829,514$162,686$143,428
Distributable Amount$373,023$341,748$332,051

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$92K$185K$277K$369K16 grants202016 grants202112 grants202213 grants202310 grants202418 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Ransom Everglades School: $50KRansom Everglades School$50KMake a Wish Southern Florida Foundation: $43KMake a Wish Southern FloridaFoundation$43KJewish Learning Center: $35KJewish Learning Center$35KLehrman Community Day School: $25KLehrman Community Day School$25KAmerican Israel Democracy Coalition: $25KAmerican Israel DemocracyCoalition$25KStyle Saves Inc: $20KStyle Saves Inc$20KThe Sobe Room Inc: $20KThe Sobe Room Inc$20KPasadena Community Foundation: $20KPasadena Community Foundation$20KSag Harbor Cinema Arts Center: $20KSag Harbor Cinema Arts Center$20KBold Beauty Project: $15KBold Beauty Project$15K

Grant Size Distribution

69 grants across all recorded years

65<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Ransom Everglades School ($50,000), Make a Wish Southern Florida Foundation ($43,000), Jewish Learning Center ($35,000).

RecipientPurposeAmount
RANSOM EVERGLADES SCHOOL Coconut Grove, FLTO CREATE AWARENESS TO HELP THE UNDERSERVED, PROTECT THE ENDANGERED AND STAND UP FOR JUSTICE.$50,000
MAKE A WISH SOUTHERN FLORIDA FOUNDATION Miami, FLTO CREATE LIFE CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES$43,000
JEWISH LEARNING CENTER Hollywood, FLTO ASSIST THE LEARNING CENTER GOAL TO BROADEN THE UNDERSTANDING OF JUDAISM$35,000
LEHRMAN COMMUNITY DAY SCHOOL Miami Beach, FLTO PROVIDE A DYNAMIC GENERAL AND JUDAIC CURRICULUM NURTURING EACH CHILDS POTENTIAL, SOCIAL CONFIDENCE AND SPIRITUALITY THROUGH ENGAGING EXPERIENTIAL OPPORTUNITIES$25,000
AMERICAN ISRAEL DEMOCRACY COALITION Bryn Mawr, PATO HELP JEWS IN ISRAEL WITH FOOD, HEALTH CARE, EDUCATION AND HOUSING$25,000
STYLE SAVES INC Miami, FLTO SUPPORT THE ORGANIZATIONS MISSION TO PROVIDE ESSENTIAL GOODS AND RESOURCES TO UNDERSERVED STUDENTS AND THEIR FAMILIES TO INCREASE ACADEMIC ACHIEVEMENT AND FOSTERING SELF CONFIDENCETO SUPPORT THE THERAPEUTIC PROGRAMING THROUGH THE BONDS BETWEEN ANIMALS AND HUMANS$20,000
THE SOBE ROOM INC Miami Beach, FLTO PROVIDE A PERMANENT HOME FOR RECOVERING ALCOHOLICS AND OTHER 12 STEP RECOVERY PROGRAMSTO PROVIDE A PERMANENT HOME FOR ALCOHOLICS ANONYMOUS AND OTHER RECOVERY PROGRAMS IN FLORIDA$20,000
PASADENA COMMUNITY FOUNDATION Beverly Hills, CATO SUPPORT THE MISSION TO IMPROVE AND ENRICH THE LIVES OF PEOPLE INCLUDING SUPPORT OF FIRE RECOVERY$20,000
SAG HARBOR CINEMA ARTS CENTER Sag Harbor, NYTO SUPPORT THE CINEMA'S WORLD CLASS PROGRAMS AND TO KEEP THEIR VISION STRONG OF PRESERVING THE FILMGOING EXPERIENCE$20,000
BOLD BEAUTY PROJECT Miami, FLTO CREATE CHANGE FOR WOMEN BY UTILIZING ART AT THE INTERSECTION OF BEAUTY AND DISABILITY$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Michael Appel — Trustee: $135KMichael AppelTrustee$135K

From 2025 IRS filing

NameTitleHoursCompensation
Wendy AppelTrustee8—
Michael AppelTrustee32$135,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Michael & Helen Schaffer Foundation?

The Michael & Helen Schaffer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Waltham, MA. It holds $5.0M in total assets as of 2025.

How large is The Michael & Helen Schaffer Foundation?

As of 2025, The Michael & Helen Schaffer Foundation holds $5.0M in total assets with $906K in annual revenue. It awarded 18 grants totaling $369K in 2025.

Where does The Michael & Helen Schaffer Foundation operate?

The Michael & Helen Schaffer Foundation has awarded grants in California, Colorado, Florida, Illinois, Massachusetts, New York, Pennsylvania, Utah.

What size grants does The Michael & Helen Schaffer Foundation award?

In 2025, The Michael & Helen Schaffer Foundation awarded 18 grants totaling $369K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is The Michael & Helen Schaffer Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Michael & Helen Schaffer Foundation reported a distributable amount of $373K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Michael & Helen Schaffer Foundation's EIN?

The Michael & Helen Schaffer Foundation's EIN (Employer Identification Number) is 02-0534424. IRS Form 990 filing data is available on this page for 2020–2025.

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

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