The Santayana Fund Inc is a private foundation focused on Education, based in WOBURN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30K in total assets. In 2024, it awarded 1 grants totaling $82K. Net investment income was $252K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$30K
-66.5% YoY
Annual Giving
$82K
-21.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$82K
-21.2% YoY
About The Santayana Fund Inc
Based on IRS filings
The Santayana Fund Inc is a private foundation focused on Education, based in WOBURN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30K in total assets. In 2024, it awarded 1 grants totaling $82K. Net investment income was $252K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $30,438 | $90,995 | $96,413 |
| Revenue | $283,874 | $337,607 | $329,596 |
| Expenses | $341,490 | $345,504 | $345,112 |
| Qualifying Distributions | $339,771 | $336,185 | $330,920 |
| Net Investment Income | $251,951 | $310,819 | $240,645 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SALLY S LUTZ | PRESIDENT & DIRECTOR | 1 | — |
| IAN R LUTZ | TREASURER & DIRECTOR | 1 | — |
| PAM SOLO | CLERK & EXECUTIVE DIRECTOR | 10 | $42,000 |
| JENNIFER LUTZ | DIRECTOR | 1 | — |
| CHRISTOPHER H LUTZ | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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