Catesby Foundation
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.
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.
About Catesby Foundation
Based on IRS filings
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Vanguard Charitable Endowment ($2,445,000), Vanguard Charitable Endowment ($770,000), Vanguard Charitable Endowment ($440,000).
| Recipient | Purpose | Amount |
|---|---|---|
| VANGUARD CHARITABLE ENDOWMENT SOUTHEASTERN, PA | CUPULE FUND - GENERAL OBLIGATIONS | $440,000 |
| VANGUARD CHARITABLE ENDOWMENT SOUTHEASTERN, PA | HOPEWELL FUND - GENERAL OBLIGATIONS | $2,445,000 |
| VANGUARD CHARITABLE ENDOWMENT SOUTHEASTERN, PA | CATESBY FUND - GENERAL OBLIGATIONS | $770,000 |
| VANGUARD CHARITABLE ENDOWMENT SOUTHEASTERN, PA | NEXT GEN FUND - GENERAL OBLIGATIONS | $264,125 |
| COTTAGE TWO FOUNDATION BROOKLYN, NY | GENERAL SUPPORT | $240,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE L OHRSTROM II | CHAIR & SECRETARY | 1 | — |
| MARK J OHRSTROM | DIRECTOR | 1 | — |
| KENNETH M OHRSTROM | DIRECTOR | 1 | — |
| BARNABY A OHRSTROM JR | TREASURER | 1 | — |
| LYSANDRA A OHRSTROM | SECRETARY THRU 12/16/24 | 1 | — |
| RICARD R OHRSTROM JR | DIRECTOR THRU 12/16/24 | 1 | — |
| KENNETH M OHRSTROM JR | DIRECTOR | 1 | — |
| CHRISTOPHER F OHRSTROM | DIRECTOR | 1 | — |
| ELIAS B OHRSTROM | DIRECTOR | 1 | — |
| AHYICODAE | DIRECTOR | 1 | — |
| GUSTAV O OHRSTROM | DIRECTOR | 1 | — |
Frequently Asked Questions
How large is Catesby Foundation?
As of 2024, Catesby Foundation holds $33.5M in total assets with $4.1M in annual revenue. It awarded 5 grants totaling $4.2M in 2024.
Where does Catesby Foundation operate?
Catesby Foundation has awarded grants in Connecticut, New York, Pennsylvania, Virginia.
What size grants does Catesby Foundation award?
In 2024, Catesby Foundation awarded 5 grants totaling $4.2M — an average of about $832K per grant, based on its IRS Form 990 filings.
How much is Catesby Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Catesby Foundation reported a distributable amount of $2.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Catesby Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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