Catesby Foundation

Private foundation · Grantmaker The Plains, VA EIN: 23-7149750

Catesby Foundation is a private foundation, based in The Plains, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $33.5M in total assets. In 2024, it awarded 5 grants totaling $4.2M. Net investment income was $4.0M.

Key facts about Catesby Foundation

In short: Catesby Foundation gave $4.2M across 5 grants in 2024 (avg $832K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.

EIN
23-7149750
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$4,159,125
Grants made (2024)
5
Average grant
$831,825
Median grant
$440,000
Total assets
$33,499,224
Primary geography
Pennsylvania (94% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$33.5M

-1.2% YoY

Annual Giving

$4.2M

+97.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$832K

+97.6% YoY

Under IRS private-foundation payout rules, Catesby Foundation reported a distributable amount of $2.7M for 2024 — the minimum it must pay out in qualifying distributions.

How Catesby Foundation gives

  • Giving grew 1286% from 2021 to 2024. Method
  • In 2024 it paid out 156% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

SoutheasternBrooklynThe PlainsVernon

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M4 grants2020 2 grants2021 2 grants2022 5 grants2023 5 grants2024

From 2020 to 2024, annual grant giving ranged from $265K (2020) to $4.2M (2024). In 2024 it made 5 grants totaling $4.2M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Vanguard Charitable Endowment: $3.9M across 4 grantsVanguard Charitable Endowment$3.9M · 4 grantsCottage Two Foundation: $240KCottage Two Foundation$240K

The largest 2024 recipient was Vanguard Charitable Endowment ($3.9M across 4 grants). Together the top 2 received $4.2M.

Grant Size Distribution

18 grants across all recorded years

4<$50K1$50–100K5$100–250K4$250–500K1$500K–1M3$1–5M$5M+

The most common grant size was in the $100–250K range: 5 grants of 18 (28%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Vanguard Charitable Endowment Southeastern, PAHopewell Fund - General Obligations$2,445,000
Vanguard Charitable Endowment Southeastern, PACatesby Fund - General Obligations$770,000
Vanguard Charitable Endowment Southeastern, PACupule Fund - General Obligations$440,000
Vanguard Charitable Endowment Southeastern, PANext Gen Fund - General Obligations$264,125
Cottage Two Foundation Brooklyn, NYGeneral Support$240,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$33,499,224$33,897,900$33,585,827
Revenue$4,130,081$2,759,544$1,779,650
Expenses$4,528,757$2,433,780$1,639,829
Qualifying Distributions$4,153,450$2,348,472$1,425,558
Net Investment Income$3,992,649$2,673,937$1,695,879
Distributable Amount$2,663,419$2,322,975$2,362,291

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Catesby Foundation is led by George L. Ohrstrom II, Chair & Secretary since 2024 (on filings since 2020); none of the 11 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • George L. Ohrstrom II

    Chair & Secretary

    President → Chair, 2022

    Chair → Chair & Secretary, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kenneth M. Ohrstrom

    Director

    Secretary → Director, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Mark J. Ohrstrom

    Director

    Vice President → Director, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ahyicodae

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Christopher F. Ohrstrom

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Elias B. Ohrstrom

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Gustav O. Ohrstrom

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Kenneth M. Ohrstrom Jr.

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Ricard R. Ohrstrom Jr.

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Barnaby A. Ohrstrom Jr.

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Lysandra A. Ohrstrom

    Secretary

    On filings since 2022

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Michael H. Friedl (2020–2022) — Assistant Secretary & Assistant Treasurer · Filing note: Thru 5/2022

Data from IRS Form 990 filings, 2020–2024. "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 Catesby Foundation

How much does Catesby Foundation give each year?

Catesby Foundation gave $4.2M across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.1M across 5 grants.

What is Catesby Foundation's typical grant size?

Catesby Foundation's median grant in 2024 was $440,000, and its average grant was $831,825, across 5 grants on its 2024 IRS Form 990-PF.

Where does Catesby Foundation give grants?

Catesby Foundation gives mostly in Pennsylvania: 94% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (6%). The most frequent recipient cities were Southeastern, PA (4 grants).

Does Catesby Foundation give general operating support?

Yes: 100% of Catesby Foundation's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is Catesby Foundation?

Catesby Foundation reported $33.5M in total assets on its 2024 IRS Form 990-PF. It paid out $4.2M in qualifying distributions that year, against a required minimum of $2.7M (roughly 5% of its investment assets).

What is Catesby Foundation's EIN?

Catesby Foundation's EIN (Employer Identification Number) is 23-7149750. IRS Form 990 filing data is available on this page for 2020–2024.

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

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