Dr Harold B & Helen E Schwartz
WILLIAMSBURG, VA EIN: 52-1880448
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$33K
-35.7% YoY
Annual Giving
$18K
+71.4% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$4K
+140.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $33,339 | $51,884 | $62,978 |
| Revenue | $5 | $6 | $7 |
| Expenses | $18,550 | $11,100 | $8,560 |
| Qualifying Distributions | $18,550 | $11,100 | $8,000 |
| Net Investment Income | $5 | $6 | — |
| Distributable Amount | $2,288 | $2,934 | $3,312 |
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
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Dr Harold B & Helen E Schwartz fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GAIL S WOLFBERG | Trustee | — | — |
| MARTIN WOLFBERG | Trustee | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Virginia $43K (82%)
New York $6K (12%)
Iowa $2K (4%)
New Jersey $2K (3%)
Cities
BooneGlen AllenMorristownNew YorkParsippanyRichmondRockville CtrRye BrookWilliamburgWilliamsburg
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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