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
Under IRS private-foundation payout rules, Dr Harold B & Helen E Schwartz reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include American Cancer Society ($10,000), Jamestownyorktown Foundation ($2,500), Colonial Williamsburg Foundation ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| JAMESTOWNYORKTOWN FOUNDATION WILLIAMSBURG, VA | CULTURAL-GENERAL FUND | $2,500 |
| COLONIAL WILLIAMSBURG FOUNDATION WILLIAMSBURG, VA | CULTURAL-GENERAL FUND | $2,500 |
| RICHMOND HOLOCAUST MUSEUM RICHMOND, VA | CULTURAL-GENERAL FUND | $2,000 |
| LEUKEMIA LYMPHOMA SOCIETY NEW YORK, NY | RESEARCH TO CURE BLOOD CANCER & IMPROVE LIVES | $1,000 |
| AMERICAN CANCER SOCIETY GLEN ALLEN, VA | GENERAL PURPOSE | $10,000 |
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 | — | — |
Frequently Asked Questions
How large is Dr Harold B & Helen E Schwartz?
As of 2024, Dr Harold B & Helen E Schwartz holds $33K in total assets with $5 in annual revenue. It awarded 5 grants totaling $18K in 2024.
Where does Dr Harold B & Helen E Schwartz operate?
Dr Harold B & Helen E Schwartz has awarded grants in Iowa, New Jersey, New York, Virginia.
What size grants does Dr Harold B & Helen E Schwartz award?
In 2024, Dr Harold B & Helen E Schwartz awarded 5 grants totaling $18K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Dr Harold B & Helen E Schwartz required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dr Harold B & Helen E Schwartz reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dr Harold B & Helen E Schwartz's EIN?
Dr Harold B & Helen E Schwartz's EIN (Employer Identification Number) is 52-1880448. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.