Dr Harold B & Helen E Schwartz
Dr Harold B & Helen E Schwartz is a private foundation, based in WILLIAMSBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $33K in total assets. In 2024, it awarded 5 grants totaling $18K. Net investment income was $5.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
About Dr Harold B & Helen E Schwartz
Based on IRS filings
Dr Harold B & Helen E Schwartz is a private foundation, based in WILLIAMSBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $33K in total assets. In 2024, it awarded 5 grants totaling $18K. Net investment income was $5.
Ready to take the next step with Dr Harold B & Helen E Schwartz?
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 | $33,339 | $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 .
Leadership & 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 | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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